BYD WKN: A0M4W9 ISIN: CNE100000296 Forum: Aktien Thema: Hauptdiskussion
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14:11:54 Uhr,
Lang & Schwarz
Kommentare 195.268
Morpheus33,
05.05.2024 17:34 Uhr
0
382K braucht BYD monatlich im Schnitt um 4 Mio zu erreichen. Einfach nicht machbar. 3,5 - 3,7 sind auch völlig okay.
Morpheus33,
05.05.2024 17:21 Uhr
0
Latest on #Nio ONVO L60:
🔹Battery: Offers 60kWh (BYD LFP) and 90kWh (CATL) options. Energy consumption beats Tesla Model Y at under 13 kWh/100km.
🔹Performance: Features MacPherson + 5-link suspension, 900V platform, and 8295 chip.
🔹Pricing: Starts at 229,900 RMB, could drop to 170,000 RMB with BaaS.
🔹Outlook: Nio is positive about ONVO L60's market performance, anticipating monthly sales of 20,000 units internally.
Morpheus33,
05.05.2024 16:14 Uhr
0
Unter den chinesischen Unternehmen ist Geely der einzige Autohersteller, der es in die Top-Ten-Liste geschafft hat. Im ersten Quartal 2024 verkaufte Geely 738.400 Fahrzeuge, was 3,5 % des Weltmarktanteils entspricht. BYD lag dicht hinter Geely und erreichte 3,2 % des Weltmarktanteils.
Darüber hinaus sind SAIC , Chery , Great Wall Motor , BYD und Geely die fünf größten chinesischen Autoexporteure im ersten Quartal 2024 .
SAIC: 126.053
Chery: 117.719
Chinesischer Mauermotor: 77.935
BYD: 51.138
Geely: 46.752
JAC: 10.938
Changan: 7.038
Morpheus33,
05.05.2024 16:13 Uhr
0
https://carnewschina.com/2024/05/05/chinese-cars-accounted-for-33-of-worlds-car-sales-in-march-2024/
Morpheus33,
05.05.2024 16:13 Uhr
0
Chinese cars accounted for 33% of world’s car sales in March 2024
👇
Morpheus33,
05.05.2024 16:10 Uhr
0
2 days later, Explorer 01 got fully loaded @ Xiamo port b4 heading to Brazil Despite Western press getting alarmed @ BYD fleet headed to EU, the cars are getting stuck @ port of entry due to protectionist measures BYD EVs are headed to Brazil & other Latam countries on these large PCTCs These are BYD's prime target mkt Brazil's auto ownership per 1000 is 223 It is 329 for Mexico Just 101 for Indonesia As income continue to grow in these countries & finally have access to cheap smart NEVs from China, this allows growth in their domestic auto mkt Ofc, this requires BYD & other Chinese automakers to produce locally & price aggressively vs VW & German/Japanese automakers
https://twitter.com/tphuang/status/1787120093442261139?t=CVn2JG96BFq8GypibZoR9w&s=19
Morpheus33,
05.05.2024 16:09 Uhr
0
2 days later, Explorer 01 got fully loaded @ Xiamo port b4 heading to Brazil
Despite Western press getting alarmed @ BYD fleet headed to EU, the cars are getting stuck @ port of entry due to protectionist measures
BYD EVs are headed to Brazil & other Latam countries on these large PCTCs
These are BYD's prime target mkt
Brazil's auto ownership per 1000 is 223
It is 329 for Mexico
Just 101 for Indonesia
As income continue to grow in these countries & finally have access to cheap smart NEVs from China, this allows growth in their domestic auto mkt
Ofc, this requires BYD & other Chinese automakers to produce locally & price aggressively vs VW & German/Japanese automakers
Morpheus33,
05.05.2024 14:28 Uhr
0
May 1st wk in China is seeing higher sales
Partially driven by the new NEV purchase incentives
Now BYD's Dynasty & Ocean series are seeing as much as 10k in govt incentives + 9K in BYD incentives + 0% down & 0% interest
Seal EV/DM-i sees 15k in incentives
Dolphin 6k
Song+ EV/DM-i see 9k
This should drive some additional NEV mkt penetration
src ithome.com/0/765/844.htm
Morpheus33,
05.05.2024 14:26 Uhr
0
NEV sales of logistics vehicle (micro/light/med trucks + vans) increased > 100% YoY in March
Reaching 44K
Geely leads the way w/ 9168 sales followed by Dongfeng, Ruichi, MyKarry & Foton
NEV penetration has exceed 10% finally
Micro/light trucks are seeing very high NEV growth
CATL is largest battery supplied in March of this segment w/ 1.3GWh out of 2.2GWh total installation (60% mkt share)
Followed by Gotion, CLB & Eve
BYD is just #7 in the list w/ 33 MWh -> basically only supplying itself & Weichai for the most part + a little bit for Foton
This is 1 area BYD can grow
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