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

-40% zum Vorjahresmonat bei E-Autos kann man nicht ignorieren. 🙄

Puhh.....vllt Mal schauen wann im letzten Jahr "Chinese new year" war und wann dieses bevor du vom Vorjahresmonat sprichst

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

China is expected to announce plans for issuing 1 trillion yuan ($139 billion) in off-budget special sovereign bonds that could be used for funding strategically important sectors such as food and energy.-Reuters

https://twitter.com/BYDGlobal/status/1764235513513562113?t=p2vGwfRE7thUPKU1cXsi8w&s=19

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

https://twitter.com/FudBos/status/1764165156777685467

https://twitter.com/CCL2K30/status/1763879204565721227?t=uZ7geDsBUfdzBbtKPrWMTw&s=19

Denza sales chief discussing D9/N7 getting displayed in Geneva auto show. Both will go on sale globally this yr. N7 might do better outside of China than domestically 550km version of N7 will come out @ lower px pt Denza will showcase 2 sedans @ Beijing auto show N7 had 294 sales in Feb Can its fortune improve?

Tesla will have a bad Q1, far worse than official views. Even so, it'll almost certainly regain its crown for all-electric BEVs, though likely only for Q1. #BYD is having a grim Q1. China New Year, Chinese waiting for discounts/new models, etc. Tesla soll wieder an BYD vorbeiziehen. Vorübergehend

BYD is good @ building Jinan was another major project that got put into production in Nov 2022 Phase 1 will be fully ramped in 2024, producing 300k PVs (including N7, Dolphin & Song L) Phase 2 will start production later this yr Consisting of a world class race test track, a major parts factory & brand/tech experience center We are still in the early innings of what WCF & Stella envisioned BYD to be. All their building plans are geared w/ expectation of becoming world's largest automaker src 源之头

https://www.tagesschau.de/wirtschaft/unternehmen/autohaus-showroom-102.html

https://www.electrive.net/2024/02/29/tesla-wohl-kurz-vor-einsatz-von-catls-lmfp-zellen/

Congrats to BYD's Yangwang U8 and Song L for winning the 2024 iF Design Award! https://twitter.com/thinkercar/status/1763938037564899830