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

Wie ist deine Prognose, was den Zeitraum angeht?

Nicht nur in China!

Wenn das passiert, wird es wieder heftige Turbulenzen geben!

Habe ich gestern bereits gepostet. Und ja es wird passieren, wer das seit Jahren nicht sehen will ist naiv.

Xi hat in den Gesprächen mit Biden offensichtlich ganz offen angesprochen, Taiwan einzugliedern, nur den Zeitraum hat er offengelassen! Das macht mir Sorgen, wie seht ihr das?

https://carnewschina.com/2023/12/21/catls-ciic-skateboard-chassis-drives-without-body-installed-huawei-might-be-the-first-customer/#google_vignette

in China hätte ich auf 2 Wochen getippt 🤣 https://youtu.be/9SDq-Ut71EY?si=DSKPq44OaFBM5uJZ

Ungarn bald besser BIP als Deutschland 🤣

Was glaubt ihr wie lange BYD braucht? Ich denke im Januar 25 produzieren wir.

Auf BYD kann man sich verlassen 👏

https://ch.marketscreener.com/boerse-nachrichten/nachrichten/BYD-kundigt-ungarische-Elektroauto-Fabrik-an-FT-45620041/

Was basically confirmed a few wks ago Now, just need to see announcement for Indonesia & Vietnam plant I do not think this will be BYD's last plant in Europe It will bring its supply chain over and that will require probably couple of more factories

🔸 China’s BYD set to announce Hungarian electric vehicle factory China’s BYD is in final negotiations with the Hungarian government to secure a multibillion-euro investment into a new electric car factory, in a deal that could be announced as early as Friday. ft.com/content/5a5b17…

MSRP vs actual sales px for 120-150k SUVs & 160-200k SUVs Toyota/Honda/VW models all showing 10-15% discount BYD does very little discounting (abt 5%) for Song+, Song Pro & Yuan+ Its 5-10% discounting on other models this month led to huge orders increase, so it doesn't need to discount more ICE models from other Chinese automakers are also seeing minimal discounting They are likely more focused on shifting to EVs vs unloading excessive ICE inventory Very bleak future for Toyota & Honda

😎🚀

I heard this # on Wed morning so assume this is probably BYD domestic dynasty/ocean order total until 18th, basically close to 10k/day If we add export & denza/YW/FCB orders, this will be a huge month for BYD Dec discount definitely jolted sales & putting pressure on competitors in sub 200k market. Li Auto continues to do well, but it's also done this thru lower pricing. Nio may need to discount more to get sales. XPeng is also discounting to keep its monthly sales above 20k I like the pt about HW & Li Auto next yr. This will be a major battle. While, foreign hi-end brand will suffer, i would not be shocked if Li is stuck @ 50k/month for most of next yr. There is too much competition for its lineup. Aside from HW & NIO, Zeekr, Denza, FCB & XPeng all offer very competitive products