BYD WKN: A0M4W9 ISIN: CNE100000296 Forum: Aktien Thema: Hauptdiskussion

China AGV/AMR mkt deliveries from 2015-2023 Grown from 4280 unit to 125k unit/yr Or 1.2B to 21.2B in revenue BYD needs thousands of these & BYDE makes AGVs It is now applying AI & other tech to get deeper into AMR This is foundation of China's industry 4.0 & smart mfg push Crowded w/ many participants Can BYD not only make AGV/AMRs for itself, but also sell them to others? Can it become a major battery supplier here & for other tech needed by AGVs?

⚡AITO to cut its Wenjie M7 SUV price by 20,000 yuan($2,770) to 229,800 yuan($31,800). #China #Huawei

Ich werde mich hier zu meinen Investition in BYD nicht mehr äußern. Egal in welche Richtung.

XPeng Motors announced on Monday that it has launched a discount subsidy for the 2024 Xpeng G9 model, which equates to a price cut of 20,000 yuan($2,770) to 243,900 yuan($33,800) after the subsidy. #China #EV $XPEV

Sehr interessant der Artikel, schaut mal unten im Artikel auf die Partner.

https://www.nvidia.com/en-sg/self-driving-cars/in-vehicle-computing/

Danke für deine Energie.

Er versorgt uns mit News. Wenn du das nicht möchtest, dann blocke ihn doch. Also ich finde solche Infos interessant.

Sieben Kommentare hintereinander keiner antwortet entweder bist Du krank oder im Knast (Vielleicht Beides)

The additional orders for the 2nd round of #Xiaomi SU7 Founder's Edition Limited have sold out. For this round, customers can enjoy up to RMB 31,000 in car urchase benefits, same as on Mar 28. Additionally, the official statement says the Xiaomi SU7 Founders Edition Limited will not open any new order rounds going forward.

https://twitter.com/Snowden/status/1774577333820629449?t=NeeiGsEftkRaTsNCN3aNsw&s=19

By end of 2023, BYD has 102844 researchers & 703504 employees overall. It is huge FY2023 report section on handheld assembly show it is investing aggressively into AI to build AI servers & expand its role in other smart products like smart home, drones & gaming h/w Its huge size allows for vertical integration advantages & global reach. Allowing it to grow its place in supply chain of various android OEMs Bottom line, BYD is huge & investing in more than just EVs & batteries. It already has huge depts for smart products, electronics & phone assembly The rapidly growing R&D will allow it to be more diversified

#BYD claimed 2023 R&D investment of nearly RMB 40B, with 102.8K+ R&D staff. Globally, it has applied for 48k+ patents and obtained 30k+ authorized patents. On average, it applies for 32 patents and obtains 15 authorized patents per workday. It has won 4 gold patent awards.

BYD's SIB JV w/ Huaihai group in Xuzhou has started production of cylindrical battery pack holding 48V20Ah From 源之头, already installing in vehicles. Not sure if 2/3-wheelers (more likely) or micro cars JV started production in January & targets 30GWh/yr libattery.ofweek.com/2024-01/ART-36…

BYD expansion plan only makes sense w/ goal of becoming largest automaker & auto supplier Legacy auto is transitioning too slowly & BYD won't wait BYD expansion is crushing legacy OEMs & their supply chain? What happens if utilization drop another 15%? twitter.com/tphuang/status…