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

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

Han - top selling B+C class sedan in China in 2023 Tang - top selling medium/large SUV For 2024 versions, BYD cut Han DM-i by 20-24k, Han DM-p by 30k, Tang DM-i by 30-34k & Han EV by 30-60k! Han EV px cut direct result of new competition like Galaxy E8, Zeekr007, Luxeed S7 + lower battery px While also upgraded: Cockpit/infotainment, ADAS, comfort & look/feel Biggest upgrades are in smart car features which I will explore later Upgraded cockpit chip for better infotainment, smart cockpit, navigation, music, s/w Can you actually cut flagship EV model px by 50k & add L2+ ADAS & still make money? Yes, that's how much battery & chip px have dropped BYD wasn't selling many Han BEVs by end of last yr due to new competition. Now it will sell a lot more That's the beauty of EVs. The px keeps getting lower, but the cars keep getting better. How can ICE compete w/ this?

Die reifenabnutzung kann sich doch eh keine Sau leisten 😂😂😂😂

einrahmen und lachen wenn der erste Sprinttest gemacht wird.

Last week order:(FEB19~25) Li Auto:7-8k BYD:55~60K AITO:6.5k Tesla:7~8K

BYD's Qin+/Destroyer 05 px cuts brought a lot of orders & store traffic. Showing up in the order book From 痛快舒畅, customers in such rush to buy Destroyer 05 that they don't even listen to sales pitch or do test drive, just buy any that's available This will eventually pass

https://twitter.com/ShortingIsFun/status/1762833641766326399 😃