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

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Nio, Xiaomi, Tesla, Toyota, Mercedes, Audi, Stellantis, Ford, Changan, Hongqi, FAW-Volkswagen, FAW-Toyota und und und

Nio sub-brand Onvo to use BYD batteries, report says https://cnevpost.com/2024/05/07/nio-onvo-to-use-byd-batteries-report/ $NIO $BYDDY $BYDDF

BYD will supply a smaller battery pack for one version of Onvo's new EV, according to Reuters. $NIO $BYDDY $BYDDF

BYD has been renovating its battery pack production lines at its plant in Wuwei city in eastern Anhui province to supply battery packs for Onvo. $NIO $BYDDY $BYDDF

Sources say one of the discussion points during Musk’s visit to China was to gain assurance that Tesla will have access to BYD batteries without which $TSLA is toast as its own 4680 battery turned out to be a dud. Musk wants BYD batteries in Cybertruck too to improve range.

Wichtig 👆

one thing to keep in mind is that BYD counts export as soon as it gets shipped, so the actual sum of registrations will be lower than the reported export

In April 2023, Thailand registered 4,088 BEVs, -19.9% MoM. 🔹#BYD's Dolphin and Seal led with 500 and 180 units. Neta V was 3rd, and Atto3 4th. #Tesla Model 3 had 159 registrations, ranking 8th. 🔹By April 2023, BYD Dolphin and Seal had 4,796 and 3,785 cumulative registrations, holding the top two spots.

Note here from May 1st to 5th BYD 75-80k orders (more than Toyota & VW combined) Li Auto had 23k orders (mostly due to L6 rights reduction) Tesla 15-16k orders HW Aito/Luxeed 11k Xiaomi another 11k All strong numbers due to holiday wk + trade-in policies + local incentives

Carfans National market report of May From the market perspective: 1. With the implementation of national trade-in policies and local intensive , the wait-and-see sentiment has notably declined, leading to a surge in sales during the May Day holiday. 2. Following the Beijing Auto Show, all leading brands have seen significant growth in orders. It's important to note that customers' brand awareness is beginning to emerge. From a brand perspective, as of May 1st to 5th: 1. Li Auto saw a new order addition of 23K during the May Day holiday, with a surge in orders exceeding 10,000 on the last day, buoyed by the L6 rights reduction. L6 accounts for 70~75% of orders, with some recovery in L9 proportions, while L8 has notably contracted. The manufacturer has assembled a MEGA team for special sales. 2. Tesla saw a new order addition of around 15~16K during the May Day holiday, with orders stabilizing after the official price reduction. The impending rollout of FSD and the opening of new regions for access have significantly stabilized consumer confidence, leading to a rebound in overall store visits and orders. 3. HIMA saw a new order addition of 11K during the May Day holiday, with strong customer interest in the new front-end version of the AITO M7, albeit with strong wait-and-see mode influenced by public opinion. High-intent customers are shifting towards AITO M5 and LUXEED S7, with training for the new front-end version of the AITO M7 set to begin in late May. 4. Xiaomi saw a new order addition of 11K during the May Day holiday, leveraging the buzz from the Beijing Auto Show. Store visitations remain high; however, post-reduction, they are entering a period of normal sales. Delivery performance will be crucial moving forward. 5. Leapmotor saw a new order addition of 7.5~8K during the May Day holiday, with C10 offering a 6K trade-in discount, leading to a notable increase in proportion. There is notable wait-and-see sentiment for the C16 pre-sale. Customers' patience for new cars under 200K is decreasing if they are not released to the market promptly. 6. BYD saw a new order addition of 75~80K during the May Day holiday, with overall sales on the Dynasty Network experiencing a significant increase. The Ocean Network has added 4000 Dolphin car insurance discounts, with positive sales feedback during the May Day holiday, although there has been a notable decline in wait-and-see sentiment. It's noteworthy that during the May Day period, FAW Toyota saw a new order addition of 13K, and FAW Volkswagen saw 25K, indicating that BYD's new orders during May Day alone already surpass the total combined orders of Toyota and Volkswagen. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Starting Friday, BYD to unveil new 12-in-1 electric architecture, expecting high SiC usage & very efficiency, true 800V, excellent charging up to 100%! Expect this on Sea Lion 07 After that, DM 5.0 launch to be used on Qin L Highly efficient (2000km range + 2.9L/100km) Lastly, Denza tech event for Z9GT including E3 motor & DM-S These are the foundational BYD NEV tech for probably next 2-3 yrs, so pretty important stuff Also, Denza chief said that expect national HW NOA w/o HD Map by June. That's also when Sea Lion, new Seal, Han & probably Song L expect to get their HW NOA Quite a lot of significance here. Sea Lion & Seal will be the flagship SUV & Sedan that BYD showcases in export mkt They are getting the latest highly efficient ePlatform as well as high rpm eMotor (higher top speed), top of mkt charging experience, long enough range & L2+ ADAS that can do HW NOA anywhere globally If you thought b4 this that BYD just sells cheap EVs, you are going to be impressed by the new Sea Lion & Seal BYD is also going to need to really ramp up its SiC production to meet demand of these new vehicles

BYD Shark pickup to make global debut in Mexico on May 14 cnevpost.com/2024/05/07/byd… $BYDDY $BYDDF

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