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

https://www.nvidia.com/en-sg/self-driving-cars/in-vehicle-computing/

Danke für deine Energie.

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The additional orders for the 2nd round of #Xiaomi SU7 Founder's Edition Limited have sold out. For this round, customers can enjoy up to RMB 31,000 in car urchase benefits, same as on Mar 28. Additionally, the official statement says the Xiaomi SU7 Founders Edition Limited will not open any new order rounds going forward.

https://twitter.com/Snowden/status/1774577333820629449?t=NeeiGsEftkRaTsNCN3aNsw&s=19

By end of 2023, BYD has 102844 researchers & 703504 employees overall. It is huge FY2023 report section on handheld assembly show it is investing aggressively into AI to build AI servers & expand its role in other smart products like smart home, drones & gaming h/w Its huge size allows for vertical integration advantages & global reach. Allowing it to grow its place in supply chain of various android OEMs Bottom line, BYD is huge & investing in more than just EVs & batteries. It already has huge depts for smart products, electronics & phone assembly The rapidly growing R&D will allow it to be more diversified

#BYD claimed 2023 R&D investment of nearly RMB 40B, with 102.8K+ R&D staff. Globally, it has applied for 48k+ patents and obtained 30k+ authorized patents. On average, it applies for 32 patents and obtains 15 authorized patents per workday. It has won 4 gold patent awards.

BYD's SIB JV w/ Huaihai group in Xuzhou has started production of cylindrical battery pack holding 48V20Ah From 源之头, already installing in vehicles. Not sure if 2/3-wheelers (more likely) or micro cars JV started production in January & targets 30GWh/yr libattery.ofweek.com/2024-01/ART-36…

BYD expansion plan only makes sense w/ goal of becoming largest automaker & auto supplier Legacy auto is transitioning too slowly & BYD won't wait BYD expansion is crushing legacy OEMs & their supply chain? What happens if utilization drop another 15%? twitter.com/tphuang/status…

BYD EPS doesn't look as good bc it invested extraordinarily on R&D+expansion China was 36% NEV in 2023 BYD believes that will reach 70% in 2 yrs It does not want other EV makers to take it -> started px war to push out legacy ICE & take mkt share b4 others can scale up Bad for short term margins, but great for long term BYD wants to dominate Chinese auto mkt like Toyota dominates Japanese one It is on the verge of fully controlling < 150k RMB mkt Anyone seriously looking at Chinese auto mkt can see that, but apparently most investors can't see this or don't understand the implications Take a look at Fixed Assets & depreciation for 2023 Fixed Assets increased from 194B to 325B RMB w/ 207B in machineries. Depreciation alone was 94B Value of Factory projects are under construction declined from 44B to 37B -> BYD is past hi pt in its expansion. It does 3 yr amortization on machine tools -> depreciation as % of revenue will decline dramatically over next few yrs It was able to generate profit despite this heavy depreciation & R&D investment due to 23% auto division margin What happens when it kills competition & get out of px war? I wish we can fast fwd 3 yrs, but that's not possible. Everyone will just have to watch this play out

Ich bin fest davon überzeugt das die Aktie bei der EM einen Hype erleben wird. Ich tippe über 50€ https://de.uefa.com/returntoplay/news/0289-19eb43bb4513-f7a28bdeb559-1000--byd-wird-offizieller-partner-der-uefa-euro-2024-fur-e-mobi/

Heute, Schlag den Star Gewinnspiel, Hauptgewinn, ein Auto: Nein, kejn VW, BMW oder AUDi, sondern ein BYD Dolphin xD

CATL: https://www.notebookcheck.com/E-Fahrzeuge-mit-15-Jahren-Garantie-CATL-praesentiert-Batterie-mit-1-5-Millionen-Kilometern-Laufleistung-und-keinem-Kapazitaetsverlust-bei-1-000-Ladezyklen.820603.0.html

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