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

BYD wird bei der EM soo viel Werbung machen 💰💰💰

https://cnevpost.com/2024/02/29/byd-looking-for-mexican-plant-site/

Immer am 1. Oder 2.

Wann werden die verkaufszahlen veröffentlicht 🤔

BYD Dolphin Mini has been launched in Brazil @ 115k BRL mobiauto.com.br/revista/byd-do… While many speculated 99k entry level model, that 30kWh version is not on sale yet. Brazil will get the LR 38.8kWh version Those 2000+ that pre-ordered since 25th will get additional 10k discount Given the cost involved in transporting EVs from China to Brazil, makes sense that BYD would sell the higher spec'd versions abroad. Brazilian mkt is very expensive & BYD is really undercutting competition here

BYD Dolphin Mini also launched in Mexico today 358.8k MXN & 398.8k MXN for Plus (LR?) ~ $21-23k Stella Li announced BYD has started production of eTrucks in Nuevo Leon & is discussing w/ local govt on further expansion plans (PVs?) Big day for BYD in Latam & Mexico src nl.gob.mx/boletines-comu…

https://twitter.com/BYDCompany/status/1762903559576895812?t=0qK1SJMuHbdYvNUwixYp3Q&s=19

Xiaomi's 1st EV model expected to start deliveries in Apr, report says cnevpost.com/2024/02/29/xia… $XIACY $XIACF

⚡The most active #lithium carbonate futures jumped by 8% in Guangzhou, to a fresh high since November. The average spot price of battery-used lithium carbonate rises by 1,000 yuan to 102,000 yuan today.

BYD's DiLink100 smart cockpit system for Han/Tang 6nm 5G chip provides enough CPU/GPU/NPU to Support full scenario AI cockpit/voice recognition, seamless interaction bw apps & rest of infotainment DiPilot100 supports HW NOA w/ inputs from 5 radars, 12 camera & 12 USS & J5 chip Provides other ADAS function like ELK, automatic lane change, ACC, ICC, RPA & APA DiPilot10 is on most Han/Tang versions. Comes w/ 2 J3 Chips, fewer sensors & support AEB, ACC, fwd collsion warning, lane departure assistant, blind spot detection & door open warning So All the Honor version get the much needed smart cockpit system, but only top end Han get HW NOA. Other ones get the standard L2 ADAS

BYD also lowering px for 2023 version of Tang EV & Tang DM-p by 30000 across the board until end of Mar This lowers EV to 219.8-269.8k & DM-p to 239.8-279.8k In 2022, Tang saw EV/DM sales split 50/50, but now most sales in DM 30k cut badly needed to clear 2023 Tang inventory Will Honor version of Tang arrive in Q2 or will BYD go directly to Tang 2.0? Tang came out earlier than Han, badly need refresh L7/M7 now dominate 250-300k range SUV Tang needs major upgrade to move back into that px segment 💣💣💣💣

2024 Song+ px are out -> down 20k across the board BYD also added entry level DM-i @ just 129.8k! EV px cuts allow Song+ to perfectly slot in below Song L Some minor changes: new DiPilot (like 10 w/ APA/ICC support) + new DiLink smart web + upgraded NVH This is mostly abt px cut How cheap will Song Pro be? This will make things very tough for DeepBlue S7 & Galaxy L7 BYD has sent out msg it wants to clean up sub 200k How will rest of mkt respond? 💣💣💣💣

https://twitter.com/CnEVPost/status/1763034403989823520?t=15kOF_F4i7unVeX6QUV4gQ&s=19

💣💣💣💣 oh je

BYD has DECLARED WAR ON EVERYONE Seal DM-i just came out 6 mths ago at 169.8-236.8k Now, they cut 20k across the board -> upcoming Qin L will probably be 119.8k for entry level Capacity buildup is close to finishing BYD has excessive capacity & will lower px to maximize utilization Remember my chart for A/B segment Sedans? Dominated by legacy ICE options who maintained mkt share thru aggressive px cut last yr Do they have room left to cut? Are they willing to sell Accord or Camry for 130-140k RMB? This is ICE facing the end in China

https://twitter.com/BYDGlobal/status/1763027562371142064?t=TV43sifmOo6HqdFfYSFOtg&s=19