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

4 out of top 10 news on ithome in past mth are byd related w/ only 1 other EV news BYD 4S stores reaching new highs in store traffic, Qin/05 completely sold out 2024 Yuan+ to launch tomorrow Yuan Up unveiling on Tue 2024 Denza D9/N7 later in the wk DM-i 5.0 unveiling this wk? Yuan Up launching, Denza sedans, UTE, Qin L + Song L DM-i unveiling/Launching are likely to happen b4 May Will we get 2024 Seagull & Seal? Product launch cycle will be very rapid over few months So this rash of news will continue a while longer Feels like Sep to Nov when HW sucked all the media coverage & M7 orders really took off

More on BYD building prowess Hefei base produced 500k Qin+, D05, Yuan+ in 2023 Designed capacity of 1.3m when fully ramped Expect new EV type (Qin L?, Yuan up?), new motor (DM 5.0?) to start production here this yr + ADAS test track & race track dedicated rail to reach its industrial park within 2024 That seems like BYD plan, work w/ local govt to get large plot of land w/ expansion room, build every part of supply chain around there, create skyrail & huge dorms to transport workers back & forth, dedicated test centers for R&D & dedicated rail to reach its industrial park BYD's planning is just on another level vs competition

Kunden warten auf die neuen Modelle. Trotzdem Jan+Feb Rückgang zu 2023. Sollte man nicht ignorieren.

Moin Morpheus, wie ist deine Einschätzung zu den Februar zahlen?

In den letzten Tagen jetzt mehrere BYDs gesehen,wohne sehr ländlich. Im letzten Jahr zum Vergleich waren es 2 STK. Dolphin größer wie erwartet