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

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https://twitter.com/CarNewsChina/status/1790802214518243703?t=T9MFSsuFetfeYpfOUCc0sw&s=19

Baidu verwendet BYD Akkus

Guten News

https://twitter.com/Factschaser/status/1790782655736275030?t=B7O9pPEShglv7TrJ7pLeMg&s=19

Noch ein "neuer" https://www.facebook.com/share/p/ogVY6gycmBfRVyFS/

Der Kurs ist Ende des Jahres sicher über 50 Eur. Das macht Gamestop an einen Tag.

https://www.facebook.com/share/p/8qbqV4nDRtnrPyB1/

https://www.facebook.com/share/p/tpSWJyJKuEJkP6jD/

https://www.finanzen.net/nachricht/aktien/profitabilitaet-preiskampf-in-china-byds-autos-erzielen-in-europa-deutlich-hoehere-gewinne-13512668?fbclid=IwZXh0bgNhZW0CMTEAAR3ITuxjtkMGYh1xhebCjqbkJvWJmmRSB3n2xxEc03zeW4aYmRblsCqvT58_aem_AeG2wBLp89vsi5fMJiJO9tWhYVx0nYr6SJqZWImqcaW6gVa5K14_BPLH5e_6bEEqyrKvOx4HbtAUF3lF3628LqmW

https://carnewschina.com/2024/05/15/nio-launches-mass-market-brand-onvo-l60-suv-coupe-has-lower-energy-density-than-model-y-and-1000-km-range/

bei >4 mill. in '24

55€ in den nächsten 360 Tagen

NEV registration in China so far in May BYD 35.9% + Denza 1.4% + FCB/YW < 1% While China's NEV mkt is very competitive BYD's dominance in its home mkt isn't far off Tesla's dominance in US mkt

Japan Inc sales in China down significantly since BYD started its Qin+ 798 sales Honda & Nissan production both coming down significantly This is why measuring auto capacity is hard A lot of "zombie capacity" in these foreign JV where you can technically produce that many cars, but there just aren't enough supply chain or employees to support that The longer term goal of BYD would be to crush ICE economics in China Reduced sales -> fewer employees -> hurt ICE supply chain -> increase ICE cost -> feedback loop for more reduction & unworkable economics Honda & Nissan will become like Hyundai & Kia in China, just a matter of time