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

Carfans National Market Dynamic: From a market perspective: 1. Wait-and-see mode continues; in the second week, sales of gasoline vehicles under 200,000 declined, while visits to stores for new energy vehicles declined but orders remained steady. 2. There have more and more information about national and local subsidy coming, and automakers are preparing corresponding policies. From a brand perspective, as of April 15: 1. Tesla has accumulated about 25,000 new orders, with 12,000 to 13,000 added from April 8 to 15, following the implementation of loan discount policies, the orders in the first half of the month remained steady. 2. Li Auto has accumulated 12,000 new orders, with 4,200 to 4,500 added from April 8 to 15. The show-car policy to clear inventory is essentially complete, with only some L7 air models left in stock. The new model has added a 5,000 discount for trade-in, which has had a moderate effect, and customers are still waiting the Li Auto L6. 3. HIMA has accumulated 12,000 new orders, with 7,000 to 7,500 added from April 8 to 15. Li Auto's show-car policy continues to have a significant impact, M9 production capacity is increasing, and the LUXEED S7 is accelerating the conversion of previously highly interested customers. 4. BYD has added 120,000 to 130,000 new orders, with 60,000 to 65,000 added from April 8 to 15. The overall sales volume in the Dynasty Network has seen a slight increase, and the Ocean Network's Dolphin and Seagull models have been significantly impacted by the Honor version, with the latter still accounting for 40 to 50% of orders. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

https://twitter.com/thinkercar/status/1780045939127857375?t=Ol26nBbecTI0kvgbBKhlPA&s=19

#BYD Fangchengbao spring launch event will be held at 8 PM tonight. The Bao3 and Bao8 will debut simultaneously. Additionally, whether the first Fangchengbao sports car will also be unveiled at this launch event is worth looking forward to.

https://twitter.com/CCL2K30/status/1779940754661753012?t=Cy94cw4jc8B83uqWA34VIA&s=19

This is part of BYD's goal of selling 3.3m cars in China bw dynasty/ocean series this yr m.sohu.com/a/768744872_11… Build up 4S dealerships across smaller townships & 4/5th tier cities Dynasty series has expanded from 900 to 1770 dealerships since mid 2022

Regulatory filing: BYD Denza files for tri-motor Z9 GT electric sedan https://cnevpost.com/2024/04/15/regulatory-filing-byd-denza-files-for-z9-gt/ $BYDDY $BYDDF

CATL posts $1.45 billion net profit in Q1, 19% lower than Q4

@morpheus33 nachdem der TSLA short ja ziemlich gut läuft , was denkst du zu Honda short? Dürften ja immer mehr Marktanteile in China verlieren

BYD vs. Wuling im px-sensiblen Markt Dieses Segment vollzieht den Übergang von ICE -> zu NEV schnell Wuling ist hier BYDs Hauptkonkurrent und hatte letzte Woche nur ~8300 Registrierungen Wird BYD angesichts der steigenden Produktion von Qin+, D05 und Yuan Up die Umsätze von Wuling weiter schmälern oder kann Wuling durch neue Modelle wachsen? Auch hier nimmt BYD nicht nur den alten Verbrennungsmotoren Marktanteile ab, sondern auch anderen NEVs Die Standardwahl auf dem Markt zu sein bedeutet, dass jeder den BYD-Store besucht, wenn er eine Autokaufentscheidung trifft, auch wenn seine erste Wahl etwas anderes ist.

https://x.com/thinkercar/status/1779787318309888294

https://twitter.com/thinkercar/status/1779736789399335388?t=BFWP62O1CWBcwMqoPfBEaA&s=19

In Q1 2024, China's PV wholesale volume reached 5,586.5k units, +11% YoY. 🔹Among top 20 brands, #BYD ranked 1st with 585.9k units (+12% YoY), #Volkswagen 2nd with 471.8k units (+7% YoY), and #Chery 3rd (+58% YoY). 🔹#Tesla's Q1 volume was 220.9k units (-4% YoY), ranking 8th. 🔹For Japanese brands, Toyota and Honda fell to 6th and 7th (-22% and -2% YoY), while Nissan grew 9% YoY to 10th. 🔹BMW, Mercedes, and Audi saw Q1 YoY changes of -7%, -7%, and +9% respectively. 🔹Additionally, Huawei AITO achieved 83.3k units, up a substantial 617% YoY.

#JLR to become the first luxury carmaker to adopt Chery's Exeed brand's PHEV and BEV platforms. It is reported that the Jaguar products built on the Exeed platform are expected to be unveiled as early as H2 2024. Previously, Chery CEO Tongyue Yin revealed 2 Euro luxury brands to use Exeed platform.

BYD teases new sedan Qin L cnevpost.com/2024/04/15/byd… $BYDDY $BYDDF

1st wk of Yuan Up delivery shows registration # of 1846, almost 2x that of 2nd place in A0 SUV segment While many wonder why BYD has so many EVs @ that compete with itself. Worth noting that Geely family had 3 models just in this list Yuan Up might be eating into Dolphin sales src 痛快舒畅

https://www.forbes.com/sites/miltonezrati/2024/04/12/yellen-carried-the-ev-tariff-threat-to-beijing/