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BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien User: Morpheus33
32,08 EUR
-0,96 %-0,31
20. Nov, 18:31:02 Uhr,
Baader Bank
Kommentare 4.203
M
Morpheus33,
19.02.2024 13:01 Uhr
0
#BYD Denza D9 bietet eine kurzfristige Aktion: 25.000 RMB Bargeldrabatt (~6,5 % Rabatt) und 70.000 Punkte für alle aktuellen Modelle.
M
Morpheus33,
19.02.2024 13:00 Uhr
0
Die Preise für Destroyer 05 sind bekannt
Sie können den D5 mit 120 km elektrischer Reichweite jetzt für unter 100.000 kaufen. Ermöglicht durch Einsparungen von 9.000 RMB durch geringere Batteriezellen-Pixel
Der Dolphin-PX-Schnitt für 2024 wird bald bekannt gegeben
Da sich DM-i- und E3.0-Tools amortisieren, werden die Kosten lediglich niedriger sein
px wird auch niedriger sein
M
Morpheus33,
19.02.2024 11:11 Uhr
0
Wahnsinn wie schnell BYD die Verbenner in China vom Hof jagd. Beim Gewinn darf man 2024 keine großen Sprünge YOY erwarten. Das Geschäft läuft weiterhin sehr gut, der Kurs wird bei den Gewinnen wohl kaum Richtung ATH gehen.
M
Morpheus33,
19.02.2024 11:09 Uhr
0
Größerer Batterie aber kleinerer Preis :D
https://carnewschina.com/2024/02/19/2024-byd-dolphin-to-launch-on-feb-23-with-bigger-battery-and-lower-price/
M
Morpheus33,
19.02.2024 8:59 Uhr
1
https://www.tag24.de/anzeige/byd-store-dortmund-autohaus-by-senger-neueroeffnung-donnerstag-22-02-2024-neuer-byd-seal-u-probe-fahren-exklusiv-3097597
M
Morpheus33,
19.02.2024 8:55 Uhr
0
Ich hatte den Preiskrieg Ende des letzten Jahres angekündigt. Ich denke, das ist erst der Anfang.
M
Morpheus33,
19.02.2024 8:54 Uhr
0
Wuling follows BYD by cutting hybrid sedan price by $830
https://cnevpost.com/2024/02/19/wuling-follows-byd-cut-sedan-price/
$BYDDY $BYDDF
M
Morpheus33,
19.02.2024 7:20 Uhr
0
#BYD Denza N7 launched a time-limited promo. Buyers between Feb 18th and 25th, 2024, get 50k RMB off.
Official price: 301,800-379,800 RMB.
After discount: 251,800-329,800 RMB, a 15% discount.
The N7 was launched last July, and its performance has been poor over the past six months. Monthly sales have gradually declined.
M
Morpheus33,
19.02.2024 7:20 Uhr
0
Qin+ new MSRP:
DM-i: 79,800-125,800 RMB
EV: 109,800-139,800 RMB
M
Morpheus33,
19.02.2024 7:18 Uhr
0
BYD able to cut px this yr due to lower Li px as well as industrialization of battery, E3.0, CTB, DM-i
LFP cell px dropped ~400RMB/kWh since Q4 2022. Overall savings including all battery pack costs ~ 450
I calculated savings for various BYD models
31 kWh Seagull can px <60k
45 kWh Dolphin can px < 100k
LR Seal can px < 220k
LR Song L px @ 230k due to these fact
ofc, battery is just part of the equation
Qin+ DM-i can save 4k on just battery
Rest of px cut from industrialization of DM-i, older/paid for/efficient production line & other reasons
But it's important to think that when BYD makes these px cuts, it comes from significant lower material costs, strong negotiating position vs suppliers & industrialization of its own parts production/final assembly
Since battery cell px expect to drop further by 2025, NEVs will just keep getting cheaper
M
Morpheus33,
19.02.2024 7:18 Uhr
0
BYD rolls out new, less expensive variants for 2 NEV models to further undercut fuel cars
cnevpost.com/2024/02/19/byd…
$BYDDY $BYDDF
M
Morpheus33,
19.02.2024 7:16 Uhr
0
Qin+ DM-i/EV px have been unveiled
DM-i range from 79.8-125.8k vs 99.8k-145.8k last yr
EV now start @ 109.8K vs 129.8k last yr
All models are down 20k RMB across the board
both DM-i/EV are now very competitive vs ICE
Goal here is to eliminate legacy JV compact sedans
BYD will not stop here
I anticipate 10-15k cuts for Seagull & Dolphin
+ very aggressive pricing for Qin L & Yuan Up
BYD has decided it wants to control compact, med sized mkt the same way it controls hatchback mkt
M
Morpheus33,
19.02.2024 7:16 Uhr
0
BYD says it will bolster R&D investment as engineers exceed 90,000
cnevpost.com/2024/02/19/byd…
$BYDDY $BYDDF
M
Morpheus33,
19.02.2024 7:15 Uhr
0
With the launch of the #BYD Qin+ and the Destroyer 05 Honor Version, BYD announced that the Dolphin Honor Version will be launched on Feb 23rd. The selling price will be further reduced.
M
Morpheus33,
19.02.2024 7:15 Uhr
0
Carfans Market Report for February:
Market Movements:
1.Reports suggest that store inflows were robust during the Chinese New Year, with the return of new energy vehicles sparking a trend of test drives.
2.Similar to the previous year, customers entering stores are preparing for purchases in April-May. The high store inflow did not translate into increased orders in February. Customers with strong intent to purchase are waiting for new models launching in March.
Brand Performance:
1.No brand has set a sales target for February. As of February 18, the order numbers for the month are on par with a steady week in a regular month.
2.Li Auto recorded 11-12k orders as of February 18. Older models are being cleared, and price discounts are affecting AITO and Tesla.
3.AITO received 8-9k orders as of February 18. The advertising during the Spring Festival Gala has had a positive impact. The M9 model has seen a significant increase in store inflow and production, with daily production set to reach 400 units this week.
4.BYD received 50-55k orders as of February 18, with no decrease in discounts. The Honor version was released today, setting off an evident trend towards a price war.
Notes: Apart from AITO (with 80-90K back orders), no brand is experiencing order backlogs, prompting the rapid launch of new models. Carfans anticipates a severe price war in March.
@ChinaEV_Eng_Lif @Jas0nYu @yilunzh @tphuang @CarNewsChina @edison__yu
@EV_Native
M
Morpheus33,
19.02.2024 7:14 Uhr
0
After BYD Qin+ price change, #Wuling xingguang quickly lowered 150km upgraded version from ¥105,800 to ¥99,800, a 6% discount.
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