BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien User: Morpheus33

China PV 9-15 Jan insured units ✴️NEV: 99K,⬆️37.5% YoY,⬆️28.6% WoW ✴️ICEV: 338K,⬇️22.6% YoY,⬆️58.3% WoW (ZHU YULONG microblog)

NIO: ✴️LNY travel season total swaps 13 Jan: 45,494/day 14 Jan: 51,040/day 15 Jan: 55,481/day ✴️swaps on highway stations 13 Jan: 9,671/day 14 Jan: 12,294/day 15 Jan: 13,333/day ✴️stations total: 1,311 highway stations: 348 (OEM)

BYD: ✴️D1 standard version to increase price by ¥ 3K ✴️new price: ¥ 160.8K (SINA)

Der Marktanteil chinesischer Marken im heimischen EV-Segment ist im vergangenen Jahr von erstaunlichen 78 % auf 81 % gestiegen

Hawtai Motor Research Institute ✴️Tesla MIC models post price cut still have ca 10% gross profit, still has a room for $ 3K profit/vehicle ✴️if market continues to fall Q2, Tesla might sacrifice even more profit to take bigger market share (HUXIU)

https://cnevpost.com/2023/01/17/xpeng-cuts-prices-on-most-models/

Ziel verfehlt: Starker Rückgang zum Vorjahr: Chinas Wirtschaft wächst 2022 nur um drei Prozent - Bevölkerung rückläufig https://www.finanzen.net/nachricht/aktien-ziel-verfehlt-starker-rueckgang-zum-vorjahr-chinas-wirtschaft-waechst-2022-nur-um-drei-prozent-bevoelkerung-ruecklaeufig-12073998 https://www.finanzen.net/nachricht/aktien-ziel-verfehlt-starker-rueckgang-zum-vorjahr-chinas-wirtschaft-waechst-2022-nur-um-drei-prozent-bevoelkerung-ruecklaeufig-12073998

XPeng lowers prices by ¥ 20K-36K ✴️G3i ¥ 148.9K-176.9K, prev ¥ 168.9K-201.9K ✴️P5 ¥ 156.9K-202.9K, prev ¥ 179.9-225.9K ✴️P7 ¥ 209.9K-249.9K, prev ¥ 239.9K-285.9K (OEM)

XPeng lowers prices ✴️G3i 460G+: ¥ 148.8K 460N+: ¥ 183.9K 520N+: ¥ 176.9K ✴️P5 460G+: ¥ 156.9K 460E+: ¥ 174.9K 550G: ¥ 170.9K 550E: ¥ 188.9K 550P: ¥ 202.9K ✴️P7 480G: ¥ 209.9K 480E: ¥ 229.9K 586G: ¥ 229.9K 625E: ¥ 249.9K (OEM)

https://www.electrive.net/2023/01/16/china-e-kleinwagen-byd-seagull-kurz-vor-marktstart/

https://www.automobil-industrie.vogel.de/wie-byd-deutschland-erobern-will-a-aac6dd35b1f4a2d3e2577a8cba1ee7b7/

https://carnewschina.com/2023/01/16/byd-seal-scores-5-stars-in-c-ncap-crash-test-in-china/

More here. #BYD's partner Rever has indicated that 7000 more Atto 3 will be allocated to Thailand from start of February until The Songkran Festival in Mid April. Looks like this was the last shipment of the first batch. They are average 3000 to 4000 sales per month thus far.

Cinda Securities: ✴️post Tesla price cut, Model 3 profit margin near BYD, but Q3 report shows Tesla gross margin 27.9%, so US OEM can further cut prices ✴️this to bring more pressure on other brands, forcing them to cut prices, giving them more value for money vs ICEV (EASTMONEY)

Tesla store visitor: ✴️I was looking at Zeekr, NIO, Tesla ✴️Tesla interior too plain, smart features cannot compete w/ local brands, value for money is low, so I did not consider it any more ✴️but w/ price cut, value for money increased, so now undecided (YICAI JOURNO SURVEY)