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

März Zahlen sind auch für BYD da: 《HKEx》- 01211 BYD COMPANY - VOLUNTARY ANNOUNCEMENT PRODUCTION AND SALES VOLUME FOR MARCH 2024 http://iis.aastocks.com/20240401/11133723-0.PDF

Ich würd für seine Infos bezahlen! Aber er macht es für uns umsonst.

In Mar 2024, $NIO delivered a total of 11,866 vehicles, +14.3% YoY, +45.9% MoM. From Jan to Mar, $NIO has accumulated deliveries of 30.1k units, -3.2% YoY.

Xpeng delivers 9,026 cars in Mar, up 98.6% from Feb

https://twitter.com/_mm85/status/1774382475784987036?t=w3Ms1SahnDlHvjEvz36beQ&s=19

$Li In Mar 2024, #LiAuto delivered a total of 28,984 vehicles, +39.2% YoY, +43.1% MoM. From Jan to Mar, LiAuto cumulative deliveries 80.4k vehicles, +52.9% YoY.

In Mar 2024, #Zeekr delivered a total of 13,012 vehicles, +95.3% YoY, +73.3% MoM. From Jan to Mar, #Zeekr has accumulated deliveries of 33.1k units, +117% YoY.

Chery announced on Monday that it would offer purchase tax breaks, trade-in subsidies, and auto finance discounts on some of its best-selling combustion models. *Price war in #China's automobile market again.

Erste Zahlen kommen

In Mar 2024, #huawei AITO delivered 31,727 vehicles, +50.1% MoM. From Jan to Mar, #huawei AITO has accumulated deliveries of 85.8k units.

Einfach schön dass BYD auch am Erfolg von Xiaomi beteiligt sein wird. Man kann sich kaum vorstellen in wie vielen Autos BYD Technik integriert ist.

From Lei Jun, All EV brands have experienced sales surge in past weekend When Su7 launched, fellow EV brands all pushed theme of "moving Chinese automotive industry forward together" Su7 pulled in more buyers who otherwise only considered ICE Fewer & fewer ICE holdouts are left

Die Automatisierung von Transportaufgaben in der Intralogistik mit AGVs oder AMRs ist ein entscheidender Faktor, um Mitarbeiter gezielt zu entlasten.

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?