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

From 源之头 U8 export has started Now production reaching 50/day (1500/month) U9 engineering model will be displayed in Shanghai Bund YW ShowRoom Expect it to launch 2024H1 Expect U6 to launch in 2nd half BYD also building dedicated YW production line in Shenshan base

https://teslamag.de/news/natrium-ionen-batterien-kleine-elektroautos-byd-fabrik-30-gwh-62640.

True Story

Denza chief on byd adas program 2000 researchers Billions $ invested Deep experience Next yr, might see 1m byd cars w/ Adas Yr after that, 3m byd cars Common Adas platform for Asia, Europe & South America Expect byd to bring Adas to the world Even if you believe byd is 6 months behind hw in smart car tech, it will be the only major Chinese player that can deploy Adas abroad in large volume in near future In China, it might be byd vs hw vs x peng vs liauto vs nio vs everyone else In rest of the world, it is byd vs Tesla vs vw

Conceptually, ChangAn/HW JV seems similar to VW/Horizon JV & also BYD/Momenta JV en.caam.org.cn/Index/show/cat… In BYD's case it gave 60% ownership to them & 40% to Momenta. This one is 60/40 in favor of HW. As such, HW has control This is why BYD/HW never got in bed BYD can never stomach HW having control of critical tech like ADAS I assume JV will now put HW chips/computation platform/algo/AR-Hud on ChangAn cars. The most obvious one is DeepBlue series DeepBlue claimed it would put AV options on its cars. Maybe it found self development to be too hard

Warum ist byd wieder unter 230hkd....war ne weile nicht hier.... Immer noch ne Mega, Story aber scheinbar sind. Die 300hkd in unerreichbarer Ferne....

https://youtu.be/HJExT5QIO_Q?si=lWnbVuvSPnThPttF

Changan Automobile announced that it signed an "Investment Cooperation Memorandum" with #Huawei. Following mutual discussions, Huawei plans to establish a company engaged in the research, design, production, sales, and service of intelligent automotive systems and components. The company will invest in the target company and engage in strategic cooperation. #China #Huawei

5.5 klingt doch gut zwischenzeitlich hieß es mal die 5 wird knapp

PwC: #China's Economic Growth Rate Expected to Exceed This Year's by 2024 Zhao Guangbin, a senior economist at PwC China predicts that China's #GDP growth will approach 5.5% in 2023, primarily driven by increased consumer spending. He stated that in the first three quarters of this year, China's total retail sales of consumer goods increased by 6.8% year-on-year, becoming a leading driver of the Chinese economy. Given the strong performance of economic growth and consumer spending, enterprises are expected to increase fixed asset investment next year. Meanwhile, foreign investment in China is also set to rebound. He mentioned that key factors such as consumption, investment, expenditure, and trade are all expected to show growth trends in 2024, indicating the possibility of China's economic growth rate surpassing this year's.

https://twitter.com/thinkercar/status/1728412298954559802?t=CMGQyKn_cz89fhrxzoN9Cw&s=19

We reiterate BYD as Stock Of The Week. BYD is growing fast and will soon surpass Tesla in BEV sales. Its currently trading at a forward PE of 17 and a PS ratio near 1. https://twitter.com/ftr_investors/status/1728366851434901774