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

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.

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/

https://www.tag24.de/anzeige/byd-store-dortmund-autohaus-by-senger-neueroeffnung-donnerstag-22-02-2024-neuer-byd-seal-u-probe-fahren-exklusiv-3097597

Ich hatte den Preiskrieg Ende des letzten Jahres angekündigt. Ich denke, das ist erst der Anfang.

Wuling follows BYD by cutting hybrid sedan price by $830 https://cnevpost.com/2024/02/19/wuling-follows-byd-cut-sedan-price/ $BYDDY $BYDDF

#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.

Qin+ new MSRP: DM-i: 79,800-125,800 RMB EV: 109,800-139,800 RMB

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

BYD rolls out new, less expensive variants for 2 NEV models to further undercut fuel cars cnevpost.com/2024/02/19/byd… $BYDDY $BYDDF

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

BYD says it will bolster R&D investment as engineers exceed 90,000 cnevpost.com/2024/02/19/byd… $BYDDY $BYDDF

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.

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

After BYD Qin+ price change, #Wuling xingguang quickly lowered 150km upgraded version from ¥105,800 to ¥99,800, a 6% discount.

BYD issued an announcement on the Shenzhen Stock Exchange, summarizing the key information as follows: - BYD currently has over 90,000 research and development engineers, with a global total of more than 48,000 patent applications. - It has completed a vertical integration that covers everything from whole vehicle technology to upstream batteries, motors, and electronic controls, including automotive-grade semiconductors. - The U8 model achieved sales of 1,652 units in January. - The company will launch several high-end luxury models in 2024 and beyond. - Exports cover more than 70 countries and regions worldwide. The purpose of this announcement is for BYD to convey its confidence in the capital market to investors. In the announcement, BYD mentioned the goal of "genuinely enhancing investors' sense of gain

The BYD Qin PLUS Honor edition is expected to launch early next week at RMB79,800 ($11,000). This move has ramifications on so many fronts: 1. First big "price cut" in the Year of the Dragon; 2. Counterattack on A-segment leaders Lavida, Sylphy and Corolla, throwing down the gauntlet for ICEVs in that segment; 3. Give room for the upcoming Qin L which is slotted between the Qin PLUS and Han and expected to be priced at around RMB100K; 4. Force Seagull prices to drop into the RMB60Ks; 5. BYD willing to sacrifice margins to gain share #bloodbath