BYD WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien Thema: Hauptdiskussion

$BYDDY 56100 $TSLA 17400 $LI 9600 $XPEV 4700 $NIO 3700 $ZK 2900

BYD Weekly insurance trend in 2023（Nov 27 -Dec 3） Insured：56.1k units, +16.1% WoW $BYDDY $BYDDF

🇭🇰Hang Seng index fell 2%. $HSI

Die Käufer zwischen 40 und 25 tun mir echt leid

Neue Kaufempfehlung von Jack

https://twitter.com/Eureka_Bing/status/1731908372935721343?t=DCgb6U-pOIkVBK2YITwDag&s=19

#CHINA EV SALES👇 NOV’23 vs NOV’22 : $XPEV : +245 % $LI : +173 % $BYD : + 31 % $NIO : + 13 % $TSLA : - 18 % 🆘 ➡️ Despite massive price cuts TESLA MARKET SHARE continues to PLUNGE ⚠️ Due to its old line-up $TSLA is now a MINOR PLAYER❗️ @SeekingAlpha👇 $TSLAQ

Es gab heute einen Bericht von Bloomberg, dort wird weiteres Wachstum angezweifelt. Auch ADAS wird in Frage gestellt.

As SiC usage picks up, BYD is making huge Sic investments In Sep, BYD expanded epitaxy production from 12 to 18k wpy It also bought 200 Sic Furnace from Jingsheng to ramp substrate In 2022, BYD indicated plan to increase Ningbo Sic fab to 20k wpm over 5 yrs That's huge, but I expect BYD Semi to end up producing even more than that. It has so many fabs/facilities under construction now More importantly, prices are coming down for both SiC substrate & Sic module Module px is 5-7k RMB rn, but could drop to 3k RMB post 2025 IGBT is <1k RMB But for BYD, paying 3k RMB instead of 7k RMB SiC could mean usage in half of its EVs instead of 10% If BYD becomes largest automaker in the world, it will be the largest SiC customer & producer also

<Research Report>G Sachs Keeps BYD COMPANY (01211.HK) at Buy; Yr-end Price War Factored In Goldman Sachs wrote in a ratings report that it believes the market reached a consensus expectation on the ongoing price war and expects BYD COMPANY (01211.HK)'s ASP to sink 3% in 4Q23. Stepping into 4Q23, the broker expects BYD's continued premiumization of its brand and export growth to drive blended ASP improvement, while a further drop in lithium prices and economies of scale will drive GM expansion and increase the company's unit profit. For 2024, the broker projects competition will persist, new entrants to the industry will launch new models, and most OEMs will prioritize sales volume over profitability. The broker envisages that OEMs, such as BYD, with its scale advantage, positive margins, healthy balance sheet and strong cash flow, will be in a stronger competitive position to emerge as the ultimate winners. Goldman Sachs said BYD's current price has already reflected the price competition at the end of the year, and maintained its Buy rating with a target price of $346.

<Research Report>CLSA Hikes BYD COMPANY (01211.HK)'s 2023/ 24 Earning Forecast by 20% on Higher Margins CLSA believed that the earnings momentum of BYD COMPANY (01211.HK) would extend beyond 2024. CLSA rated the stock at Buy, with a target price of $310. Assuming the vehicle sales volume of BYD COMPANY to reach 3 million units and 3.9 million units in 2023 and 2024, respectively, the broker ramped up the 2023-24E earnings by 20% each, to reflect the higher gross margins, on the back of vehicle product mix improvement and cost-saving efforts.

#Toyota's 2nd global vehicle, the Sport Crossover concept, is developed in collaboration with #BYD. BYD provides the core components, including blade LFP batteries, electric motors, and electronic control systems.

China 🇨🇳 wieder tief Rot. Wirtschaftliche Daten katastrophal!

Toyota confirms its sleek electric Sport Crossover made with BYD is launching in 2025 https://electrek.co/2023/12/04/toyota-sport-crossover-ev-made-with-byd-launch-2025/

FocusLight has secured contract from EU tier 1 auto customer for Lidar line spot module (likely LX2 VCSEL module shown below) Delivery to start in 2025H1 for 500k set of modules laoyaoba.com/n/887006 VCSEL production to really ramp up over next yr & LiDAR cost will come down significantly since VCSEL is the main component to most Lidars (Robosense MEMS Lidar is the only major exceptions) In case you wonder why this EU customer srcs from China, the reason is most VCSEL & Laser modules require Ga, which is all made in China Ga is a big deal for many modern sensors btw, BYD Semi's road preview sensor likely to also use so Ga based laser module. BYD will make its own Lidar at some pt, but I will talk about that later