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

Foxconn shifting production to India + losing iPhone work share -> 61.6% in iPhone export from Henan Partially offset by BYD & Chery increasing production in Zhengzhou -> 7.87B auto export in Q1 from Henan While China relied on FDI by foreign MNC to grow for many yrs, moving up value chain have to be done by its domestic industries In increasingly complex geopolitical world, any foreign MNC can move production out of China causing big job losses Only domestic companies can be relied on to step in & provide high quality mfg jobs

In the case of iPhone, it's unclear if actual value added in China is decreasing, since BYDE, Len & others are getting added work load on future iPhones, but local govt are pressured to find new employers when this kind of drastic supply chain happens

CHINA DEFENCE MINISTRY: MILITARY DRILL EXERCISES AROUND TAIWAN CONTINUE

Dedicated rail line getting built into BYD Hefei plant 3rd one after Xian & Shenshan plants 1.53 KM in total & put into use in Q4 Can transport > 400k EVs/yr Dedicated freight line significantly lowers cost + less effected by weather vs other transport options

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Hang Seng Tech Index extends fall to 2.3%. Hang Seng $HSI drops 1.4%. NIO $NIO -7.5% JD $JD -3.56% Xiaomi $XIACY -3.48%

Goldwind has taken over from GE's wind power plant in Brazil to compete head-on against Vestas rechargenews.com/wind/chinas-go… Similar to BYD takeover of Ford plant, this is also @ Camacari Interesting trend, American MNCs can't be competitive in Brazil & getting replaced by China Inc

Another milestone reached in #ChinaNEVSales: Registration data shows China new energy PV registration in the third week of May reached 162,000 units, accounting for 50.2% of all passenger vehicle registrations during the week, topping 50% for the first time ever.

https://x.com/tphuang/status/1793660630144315645 ---

Neueste BYD Qin L-Fotos Sowohl Qin L als auch Seal 06 DM-i werden bereits an die Läden ausgeliefert Voraussichtlich werden beide am 28. Mai enthüllt (+ möglicherweise auf den Markt gebracht) zusammen mit der DM 5.0-Technologie und einer Reichweite von 2000 km 16 kWh Akkupack + 65L Kraftstofftank Ziel: Accord, Camry, Altima und Passat

CPCA expects China's May NEV retail at 770,000, penetration at record 46.6%

https://cnevpost.com/2024/05/23/cpca-expects-china-may-nev-retail-770000/

https://x.com/TaylorOgan/status/1793619570114347183

BYD Semi sagt, dass seine selbst entwickelten Chips nun 8 große Bereiche und 80 % aller Chips in Autoqualität abdecken Für jedes Elektrofahrzeug werden Chips im Wert von über 10.000 RMB benötigt BYD stellt eigene Leistungschips für eDrive, TMS und OBC her eigene MCU für ADAS, eDrive, Beleuchtung, TMS, Sensoren Produziert sogar seine eigene LED, CIS, HUD, DMS, NV, 360-Grad-Sicht Und natürlich die verschiedenen analogen Chips, die in allen Autos verwendet werden, wie BMS AFE und Akustikchips Die einzigen offensichtlich fehlenden Teile sind der KI-Inferenzchip, der Hauptcockpitchip sowie RF-, MEMS-, Serdes- und PHY-Chips Dies sind die Hauptzielbereiche von BYD Semi in den nächsten Jahren Ein Großteil der 100 Milliarden RMB teuren Smart-Car-Initiative wird wahrscheinlich in

https://x.com/tphuang/status/1793586434634383782