BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Forum: Aktien User: Morpheus33

Updated June & YTD from the National Bureau of Statistics. Also the good and the bad: Good: retail sales of consumer goods including autos returned to positive growth in June (without autos growth was full two percentage points higher). Bad: retail sales of autos still down (same as May) and elevated to 12.6% percentage drop YTD (from 11.8% drop). Also notice the steep drop in production of passenger cars as SUVs share of production is now at 60% (foreign automakers are particularly exposed with their ICEV offerings especially sedans hence the steep fall in sales from the German automakers)

CATL just accelerated electrification everywhere with its breakthrough Tener Sodium battery >Unprecedented 15,000 cycles for a 30-year lifespan, fireproof safety, and 92% capacity at -20°C Storage out of salt eliminates supply problems >Fireproof technology outlasts gas turbines and runs in freezing fields: Burning fossil fuels for power is officially even more of a financial suicide Wires are chewing pipelines everywhere https://bloomberg.com/news/articles/

China’s economy grew 4.3% in the second quarter, below the official 2026 target and the lowest reading apart from the three-year period when the government implemented Covid lockdowns. ft.trib.al/xesalwA

China exported 5.31 million vehicles in H1 2026, up 53% year‑over‑year, hitting a record pace. Vehicle export value climbed to $91.8 billion in H1, rising 54% and outpacing volume growth. Growth is shifting to higher‑value models and NEVs as exports and parts shipments gain momentum.

https://chinaevhome.com/2026/07/15/china-auto-export-value-climbs-to-91-8b-in-h1-as-shipments-hit-5-3m/

https://www.ft.com/content/ee2919bc-d6f3-4e07-b823-983265b0b8f9

Sources say #BYD has adjusted its brand architecture in overseas markets, consolidating Dynasty and Ocean into the “BYD brand,” merging Denza and FCB into a combined operation, and leaving Yangwang as a standalone marque. In response, Li Yunfei, General Manager of BYD Group's Brand and Public Relations Department, said the move helps focus resources and integrate channels. BYD sold 1.04M units overseas last year, targets 1.5M this year, and achieved 790,000 in H1. “In the medium to long term, we aim for a 50-50 domestic-overseas sales split, gradually raising the overseas share.”

Industry sources say #BYD's God's Eye C has seen a key development: its quasi-urban navigation pilot cleared internal validation with all metrics on target, and employee beta-test recruitment kicks off as early as month-end.

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E-Auto-Prämie: Musk lacht, BYD kassiert und der deutsche Steuerzahler zahlt https://share.google/LHRnHD5J7tQJx8Zpc

Bye Bye Bayern

https://www.handelsblatt.com/politik/international/industrie-china-exportiert-erstmals-eine-million-autos-in-einem-monat/100239985.html

🫣 https://www.n-tv.de/wirtschaft/China-haengt-Deutschland-ab-DIW-Oekonom-Martin-Gornig-warnt-vor-Technologieoffenheit-id31074486.html

https://www.n-tv.de/wirtschaft/China-haengt-Deutschland-ab-DIW-Oekonom-Martin-Gornig-warnt-vor-Technologieoffenheit-id31074486.html