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

NEWS: $TSLA China 🇨🇳 Offering $2000-$2600 discounts on Model Y inventory for the first time ever. Sales must be going well! 👇 🤣🤣🤣🤣🤣

https://twitter.com/thinkercar/status/1769200750754980043?t=SL7aBble25ehUIJOslJgNQ&s=19

$XPEV to launch new brand in the 100-150k RMB range. Between the $NIO announcements this week and now this. The market is going to be on 🔥 soon. Expect more legacy ICE and weak NEV players to exit. The largest car market in the world is in the midst of a shake out.

BYD entering full partnership w/ JD to coordinate on PVs, commercial vehicles, supply chain & procurement JD auto market & sell BYD vehicles, provide battery maintenance & other post sales servicing JD Logistics will help BYD w/ inventory mgmt, after sales spare parts mgmt, intelligent warehousing, distribution network & international logistics - all to optimize BYD inventory/supply chain in China & abroad JD Industrial will help BYD w/ intelligent supply chain solution to increase efficiency & reduce procurement costs Also likely lead to sales of BYD commercial vehicles to JD logistics Really seems a big deal for BYD to get additional sales channel thru JD to market, sell & provide post service support

https://twitter.com/CarNewsChina/status/1768904796482814435?t=qSeDES9UpMoDsNgkP7Ha6g&s=19

WCF anticipates NEV penetration to climb above 50% over next 3 months BYD Honor versions have driven recent surge More Honor versions coming this wk w/ Frigate 07 SUV Yuan Up to be unveiled on 19th, followed by Qin L/Seal 06 Denza N7 & Seal will also have Honor versions src ithome.com/0/756/138.htm

Impressive new Heavy eTruck V7-X by Sinotruk Comes w/ 601kWh CATL LFP battery - 500km range or BYD/Weichai's blade battery 575kWh 410kW eMotor, top speed 89km/h, 30% max climb Supports 500-600A/1000V charging thru double-gun 1 hr charging allows 1 day of operation! src 360che.com/tech/240227/18…

BYD secured deal for 10000 EVs w/ its Indonesian partner PT PLN to be delivered over 5 yrs voi.id/en/otoinfo/365… Earlier, it partnered up w/ PLN to provide local charging services in Indonesia voi.id/en/economy/360… BYD has many undelivered orders in ASEAN

BYD has signed distribution agreement w/ Pakistan's Diwan International to sell ESS & Solar product to Pakistan BYD 1st welcomed Pakistan delegation to HQ a yr ago Next step is to launch EVs in Pakistan src 源之头

https://cnevpost.com/2024/03/16/byd-chairman-china-nev-penetration-to-exceed-50-in-3-months/

The Deputy Director of #China’s State-owned Assets Supervision and Administration Commission (SASAC) asserted that strategies and policies beneficial to the advancement of the new energy vehicle sector within state-owned enterprises must be fearlessly explored, in order to promote innovative transformation.

https://www.sharedeals.de/byd-aktie-steigt-sie-um-130/?utm_source=FN&utm_medium=rss&utm_campaign=byd-aktie-steigt-sie-um-130

Passend zur Trikot Farbe ☺️ https://youtu.be/3-KeogG2r9w?si=EOSXgoAs9HoWQNRa

Mich fasziniert die Tatsache, dass BYD ein derartiges Fahrzeug auf dem Heimatmarkt für 10k anbieten kann und letztendlich daran auch noch verdient...... https://carnewschina.com/2024/03/16/byd-yuan-up-launches-on-march-19-starting-at-11000-usd/

Weekly Order Report for the Denza D9 1. Order Status: Dealerships are reporting 17 to 20 confirmed orders each, with a notable 30% increase in store traffic, accounting for 85% of total visitor numbers. Notes: i. Customer interest spiked post-launch and have a good marketing, particularly with positive feedback on new features such as the in-car refrigerator and improved seats adjustment. Return visits from those who have previously seen the D9 are contributing to this growth. ii. The launch of the Li Auto MEGA has increased overall traffic, yet customers do not mention to compare it to the D9 during store visits. 2. Customer Profile: The majority of customers are over 40, with business users constituting 60-70% of total customer Notes: i. Family customers, about a decade younger than business customers, often have multiple children and occasional business needs. They prioritize passenger comfort, with the main concern being the absence of LiDAR. ii. Business customers insist on a hybrid option and often request modifications, such as a ceiling-mounted screen. These customers reject BEV options to avoid any range anxiety. 3. Configuration & Color Selection: a) Model Preference: PHEV models are preferred over BEVs at a ratio of 9:1. - Main model chosen: 980 all-wheel Honorable edition priced at 409.8k yuan. b) Color Preference: Black is the top exterior color choice, with beige as the favored interior color. Notes: i. The initial batch of cars features beige interiors, leading stores to recommend this color, although there is a waitlist for business customers preferring brown. ii. The selection of the entry-level model is significantly higher in the Zhejiang, Jiangsu, and Shanghai regions, indicating a trend towards more budget-friendly versions. 4. Competitive Model Analysis: - Voyah Dreamer: 3/10 - Li Auto L9: 2/10 - Buick GL8: 2/10 - AITO M9: 2/10 - Xpeng X9: 1/10 Notes: i. Comparison rates are varied, with no significant difference in customer demographics between Voyah Dreamer and Denza D9. Brand loyalty and vehicle ownership are deciding factors, especially since the BEV version of D9 rarely faces direct competition. ii. Older customers considering the GL8 have reservations about switching to newer models. Some are awaiting the release of a PHEV variant of the GL8. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

China did import significantly fewer industrial robots in 2023, but that's due to increased domestic mkt share Estun, Inovance & Efort have pushed domestic share to 50% & broke into hi-end RV reducer Just like in auto, Japan Inc is blaming Chinese economy for its sales weakness It should be attributed to China catching up to Japan in basic sciences, ChemEng, MechEng & EE. China has already chased Japan out of display business & close to doing so in shipbuilding Japan' unprecedented semi sector sanctions in 2023 has simply propelled Chinese factories to move faster away from Japanese robotics supply chain. Could Chinese factories rely on Japanese robots or reducers if they might not be services in a few yrs? When Japanese govt agreed to semi sanctions, did it think abt knock on effect in other industries? ofc Chinese robotic/automations firm will also gain mkt share in export mkts just like BYD is gaining share right now This is Japan's de-industrialization. China has labor, land, tax, energy, infrastructure, supply chain & scale advantage vs Japan. Once China Inc gets large enough in an industry, it will not lose to Japan Inc.