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

Hi Zocker, hier gibt es nichts neues.

#BYD's technical conference, "BYD Dream Day," is set to officially commence tomorrow

Morpheus vielen lieben Dank für die ganzen Updates. Das macht viel Freude. Ich meine du hattest auch einmal etwas zu einem Börsengang der Halbleitersparte oder der Batteriesparte geschrieben. Wie ist hier dein aktueller Stand? Das würde mich sehr interessieren. So etwas könnte dem Kurs ja vielleicht wirklich noch etwas Auftrieb geben oder? Besten Dank für die Mühen.

https://twitter.com/tphuang/status/1746563269634990186?t=UEFdI5RgTxex-CUX0joDIw&s=19

5449 EVs have been loaded altogether @ Yantai & Shenzhan Xiaomo port (1389 @ Yantai) BYD Explorer No. 1 will make initial voyage to EU on 15th Stops at Vissingen Port in Netherlands & Bremerhaven Port in Germany src 源之头

Looks like BYD will launch in Indonesia w/ local dealer Arista on the 18th src 源之头

https://twitter.com/thinkercar/status/1746501039547990249?t=34Hv_gIDSMVio0BsovgPpuxcwgUg-eadOdwp-EuZWBk&s=19

https://twitter.com/CCL2K30/status/1746489781045895178?t=tl6qnSNN33Bomzj9XUs2wA&s=19

https://carnewschina.com/2024/01/14/china-exported-5-22-million-cars-worth-101-6-billion-usd-in-2023-ranking-first-in-the-world/

https://de.marketscreener.com/kurs/aktie/BERKSHIRE-HATHAWAY-INC-11915/news/Chinas-BYD-fuhrt-Gesprache-mit-Brasiliens-Sigma-Lithium-uber-ein-Lieferabkommen-FT-45737162/

China Auto Battery innovation Alliance published full yr # 778 GWh produced in 2023 up 42% YoY CATL led domestic auto battery installation at 167GWh (43%) BYD 105GWh (27%) CALB 33GWh (8%) By Dec, 80% battery sold were for auto 35% for NCM, 45% LFP 20% for ESS & others FY, auto battery were 84.5% so ESS sales are rising 261GWh LFP battery auto installation for Full Year, 67.3% of total Auto battery export increased 87% YoY NCM account for 68% So while Chinese automakers have migrated to LFP for the most part, foreign EVs are still mostly using NCM LFP is overwhelming chemistry of choice for ESS This is likely to change over next few yrs w/ SIB Also, I think they probably produced more batteries than they were able to sell Dec production was noticeably lower than Nov & lower than sales So, battery makers like have reduced production to de-stock

https://amp.zdf.de/nachrichten/wirtschaft/unternehmen/elektroautos-china-produktion-brasilien-automobilindustrie-100.html

https://twitter.com/CCL2K30/status/1746222134253203795?t=MKhnldHQ0GG8SbpmhqFaUg&s=19

Manchmal beneide ich die Fanboys. Einfach in der Bubble ohne mitzubekommen was auf dem Automarkt passiert.

https://twitter.com/CCL2K30/status/1746185806845301217?t=fSzU2YshouEEnYXbZyt_xg&s=19

https://twitter.com/CCL2K30/status/1746167577657688164?t=wWUnozXorzkocdpBUIdlPg&s=19