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

Wenn du alle 2-3 Jahre eine Aktie findest, die sich so entwickelt wie BYD zwischen 2020 - 2022 (und sie dann auch rechtzeitig verkaufst) dann kannst du 2040 locker in Pension/Rente gehen 😁

https://www.n-tv.de/wirtschaft/BYD-will-mit-dem-Mainstream-fahren-article24812428.html

BYD will unveil its next gen pure electric bus platform on 29th using more advanced blade battery & eMotor/Control platform (likely more SiC usage) It will showcase B10, B87 eBus as well as T5 series logistic trucks @ Beijing Auto Transportation show src ithome.com/0/770/763.htm

As of April, Chinese🇨🇳 market NEV brand retail volume by price range: 1⃣<100k RMB and 100-200k RMB: #BYD's dominance is unshakable, with 683.6k units in retail volume in the first 4 months, leading all competitors. 2⃣200k-300k RMB: #Tesla ranked 1st with 166.7k units, followed by BYD with 87.1k units. #XPeng ranked 7th. 3⃣300k-400k RMB: #LiAuto continued to rank 1st, widening the gap with AITO. #NIO ranked 3rd with a retail volume of 34.4k units. 4⃣400k-500k RMB: LiAuto ranked 1st with 31.3k units, followed by Denza with 23.4k units. 5⃣500k+ RMB: Benefiting from the hot sales of the AITO M9, AITO ranked 1st with a retail volume of 20.9k units, with LiAuto ranking 2nd. #Yangwang, priced above 1M RMB, ranked 3rd with 4.5k units, and NIO ranked 4th with 3.7k units.

https://x.com/thinkercar/status/1794723372292846004?t=2Bsc4OSjzzesausUw2y1QQ&s=19

According to official information, BYD will unveil a new generation pure electric bus platform at the exhibition, featuring stronger blade batteries, motor control systems, and other "leading new technologies." The currently available BYD B10 pure electric bus measures approximately 10.5 m in length, 2.6 m in width, and 3.3 m in height. It is equipped with a new floating surround dashboard (12-inch full LCD instrument panel), a new ergonomic driver seat with ventilation, heating, and massage functions, and new ergonomic antibacterial passenger seats. The BYD B10 comes with IP69 dustproof and waterproof batteries and is also equipped with 360° panoramic imaging, electronic rearview mirrors, and can be fitted with dual throttle misstep protection systems, fatigue driving monitoring systems, lane departure warning systems, collision mitigation systems, and other advanced driver assistance systems. The bus has a maximum range of 355 km and a maximum rated passenger capacity of 95 people. BYD Commercial Vehicles recently announced that they will showcase the revamped pure electric bus B10, pure electric bus B87, the "logistics star" T5 series products, and an RV based on the T5DM. #BYD #ElectricBus #EV #TransportationExhibition #Beijing2024 #SustainableTransport #GreenTechnology #ElectricVehicles #Innovation #SmartMobility #AutomotiveTechnology #PublicTransport #BYDBuses #SmartDriving #FutureTransport #BYDCommercialVehicles

In April 2024, China's PV retail sales were 1.5M units, down 2.7% YoY and 1.3% MoM. 🔹Among top 20 brands, only #BYD saw a 40.3% YoY increase, ranking 1st with 236.4k units. Chery had a 40.9% YoY increase, ranking 11th with 43k units. LiAuto, AITO, and Redflag also grew YoY. 🔹The rest, including Volkswagen (-21.6%), Toyota (-21.3%), and #Tesla (over -20%), saw YoY declines.

@OderWat https://x.com/thinkercar/status/1794376810454524155?t=8Nyc6vq0TQR09yYGuUa8cA&s=19

In April, the BEV market sold 418k units, +27% YoY. 🔹#BYD led with 120k units, +51% YoY, while #Tesla, Wuling, and Aion ranked 2nd to 4th, with declines of 20.9%, 16.9%, and 31.6% respectively. 🔹#Zeekr and #NIO both grew over 100% YoY, with similar sales. 🔹#Xpeng sold 8.9k units in 13th place,+29.6% YoY, and #Xiaomi entered in the top 20, ranking 16th with 7.3k units sold.

BYD Semi says its self developed chips now cover 8 broad areas & 80% of all auto grade chips Each EV requires 10k+ RMB of chips BYD makes its own power chips for eDrive, TMS, OBC its own MCU for ADAS, eDrive, lighting, TMS, sensors Even produces its own LED, CIS, HUD, DMS, NV, 360 degree sighting And of course the various analog chips used throughout its cars like BMS AFE & acoustic chips The only obvious missing parts are AI inference chip, main cockpit chip, RF, MEMS, Serdes & PHY chips Those are BYD Semi's main target areas over next few yrs Likely where large part of its 100B RMB smart car effort will go toward

Dedicated rail line getting built into BYD Hefei plant 3rd one after Xian & Shenshan plants 1.53 KM in total & put into use in Q4 Can transport > 400k EVs/yr Dedicated freight line significantly lowers cost + less effected by weather vs other transport options

BYD working w/ 深圳迪美 to design/produce RVs for Phitin. Contract for 300 T5DM chassis to be converted into 6t Phitin RVs T5DM RVs burnt just 11.2L/100km gas in even adverse weather & 9.6L/100km in city condition It has world leading BSC w/ responsive & quick braking perf. Has power to climb uphill & other scenarios expected of RVs Unclear for me if these sales count toward light or medium sized trucking mkt where BYD sales have been climbing in the past 2 months src mp.weixin.qq.com/s/g4VBQbeaf0NK…

BYD Brazil celebrates its 100th dealership! This milestone reflects Brazil's growing acceptance of electrification. With faith in Brazil's potential, BYD commits to further network expansion nationwide! As we continue to advance globally in NEVs, our expansion in Brazil is a step toward a greener future.

BYD showcased consumer grade batteries @ INABIKE 2024 for electric 2-wheelers Indonesia provides subsidies for 600k eMotorCycles in 2024. Expected to read 13 million by 2030 BYD showcased its battery solutions like 46120 It's making big push in this mkt w/ both LFP & SIB options src mp.weixin.qq.com/s/kzCv6ni9rNRJ…

Among A listed companies in China, top 10 list for total rev from overseas mkt Led by Luxshare which gets 206B (89% of its overall rev) from overseas BYD #2 w/ 160B (27%) Midea **** w/ 151B (41%) Haier #6 w/ 136B (42%) CATL #8 w/ 131B (33%) other notable mfg on this list include Weichai #12, BOE #15, Goertek #16 & Transsion #23