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

SMEC(芯联集成) has won BYD's special contribution award as supplier of SiC MOSFET, IGBT, Si MOSFET, eDrive power modules & analog IC since 2021 SMEC fabbed SiC chips have been mass produced for BYD EVs since 2023 in both ocean/dynasty family Really interesting to see BYD recognizing it cannot ramp up SiC production fast enough for its own needs & have turned to SMEC to fab their power modules SMEC currently fab 5k wpm of SiC power modules, > 90% are used in main drive/inverter of NEVs It is currently building 8-inch SiC production line. SMEC is probably the most capable foundry in China for power modules & MEM products due to its link to SMIC As SMEC increase its SiC production, it is likely to capture huge market share src nbd.com.cn/articles/2024-…

Denke der D9 kommt bald: Europe: Plug-In Car Sales Decreased In November 2023 Because Of PHEVs https://insideevs.com/news/703658/europe-plugin-car-sales-november2023/amp/ via @InsideEVs

https://carnewschina.com/2024/01/09/byd-seal-will-enter-malaysian-market-on-jan-19-price-may-start-at-39000-usd/

BYD Seal will enter Malaysian market on Jan 19, price may start at 39,000 USD

https://x.com/Alam_Chaudry/status/1744630234056458336?s=20

Chinese EV giant BYD to launch cars in Indonesia next week - company http://reut.rs/4aPHYsT

https://x.com/Adam_and_EVs/status/1744646762797863107?s=20

https://x.com/Adam_and_EVs/status/1744657397073989720?s=20

BYD showcasing Denza N7 self parking features Compares favorably to anything HW, XPeng & Xiaomi have demonstrated completely autonomous stops for pedestrians can be stopped at anytime to retrieve bags parks into tightest angles Coming soon globally https://x.com/tphuang/status/1744670953156530607?s=46

CPCA expects China's 2024 NEV shipments to be up by 25% y/y to 11 million. #China's NEV growth to slow for a second year.

https://carnewschina.com/2024/01/09/byd-is-bestselling-ev-brand-in-thailand-in-2023-neta-is-runner-up/

CPCA: #China's retail sales of passenger vehicles +8.5% y/y to 2.353 million units in December, +13.1% m/m. YTD retail sales +23% y/y to 21.7 million units. #Tesla China EV share +1.5 percentage points to 8%. $TSLA China exported 18,334 vehicles in Dec, and #BYD 36,095.

From: CPCA In Dec, China's PV wholesale reached 2.714 million units, +22% YoY, +6.6% MoM. In 2023, cumulative wholesale reached 25.531 million units, +10.2% YoY. China's PV retail sales reached 2.35 million units, +8.5% YoY, +13.1% MoM . In 2023, cumulative retail sales reached 21.699 million units, +5.6% YoY. #China

#BYD Yangwang U8 Weekly insurance trend in 2024（Jan 1-Jan 7） insured: 325 units

#BYD Fangchengbao Bao5 Weekly insurance trend in 2024（Jan 1-Jan 7） insured: 1116 units

Schon krass BYD startet Retail mit 44,4 K und Tesla mit 3,2 K. Sieht danach aus, dass BYD in 2024 Tesla weit enteilen wird, da es von Tesla kein neues Model geben wird. Angeblich Roadstar EOY.