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

32,49 EUR
+0,70 %+0,23
18. Nov, 08:21:24 Uhr, Baader Bank
Kommentare 167.022
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Waiileii, 05.05.2024 17:27 Uhr
0
>4 Millionen in 2024 🍾
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Waiileii, 05.05.2024 17:26 Uhr
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https://youtu.be/P4-FZQURfxE?si=GDzMTGLgN_gRAIHV
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Morpheus33, 05.05.2024 17:21 Uhr
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Heftig BYD beliefert onvo
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Morpheus33, 05.05.2024 17:21 Uhr
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Latest on #Nio ONVO L60: 🔹Battery: Offers 60kWh (BYD LFP) and 90kWh (CATL) options. Energy consumption beats Tesla Model Y at under 13 kWh/100km. 🔹Performance: Features MacPherson + 5-link suspension, 900V platform, and 8295 chip. 🔹Pricing: Starts at 229,900 RMB, could drop to 170,000 RMB with BaaS. 🔹Outlook: Nio is positive about ONVO L60's market performance, anticipating monthly sales of 20,000 units internally.
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Morpheus33, 05.05.2024 16:14 Uhr
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Unter den chinesischen Unternehmen ist Geely der einzige Autohersteller, der es in die Top-Ten-Liste geschafft hat. Im ersten Quartal 2024 verkaufte Geely 738.400 Fahrzeuge, was 3,5 % des Weltmarktanteils entspricht. BYD lag dicht hinter Geely und erreichte 3,2 % des Weltmarktanteils. Darüber hinaus sind SAIC , Chery , Great Wall Motor , BYD und Geely die fünf größten chinesischen Autoexporteure im ersten Quartal 2024 . SAIC: 126.053 Chery: 117.719 Chinesischer Mauermotor: 77.935 BYD: 51.138 Geely: 46.752 JAC: 10.938 Changan: 7.038
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Morpheus33, 05.05.2024 16:13 Uhr
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https://carnewschina.com/2024/05/05/chinese-cars-accounted-for-33-of-worlds-car-sales-in-march-2024/
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Morpheus33, 05.05.2024 16:13 Uhr
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Chinese cars accounted for 33% of world’s car sales in March 2024 👇
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Morpheus33, 05.05.2024 16:10 Uhr
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2 days later, Explorer 01 got fully loaded @ Xiamo port b4 heading to Brazil Despite Western press getting alarmed @ BYD fleet headed to EU, the cars are getting stuck @ port of entry due to protectionist measures BYD EVs are headed to Brazil & other Latam countries on these large PCTCs These are BYD's prime target mkt Brazil's auto ownership per 1000 is 223 It is 329 for Mexico Just 101 for Indonesia As income continue to grow in these countries & finally have access to cheap smart NEVs from China, this allows growth in their domestic auto mkt Ofc, this requires BYD & other Chinese automakers to produce locally & price aggressively vs VW & German/Japanese automakers

https://twitter.com/tphuang/status/1787120093442261139?t=CVn2JG96BFq8GypibZoR9w&s=19
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Morpheus33, 05.05.2024 16:09 Uhr
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2 days later, Explorer 01 got fully loaded @ Xiamo port b4 heading to Brazil Despite Western press getting alarmed @ BYD fleet headed to EU, the cars are getting stuck @ port of entry due to protectionist measures BYD EVs are headed to Brazil & other Latam countries on these large PCTCs These are BYD's prime target mkt Brazil's auto ownership per 1000 is 223 It is 329 for Mexico Just 101 for Indonesia As income continue to grow in these countries & finally have access to cheap smart NEVs from China, this allows growth in their domestic auto mkt Ofc, this requires BYD & other Chinese automakers to produce locally & price aggressively vs VW & German/Japanese automakers
Sotyn
Sotyn, 05.05.2024 15:47 Uhr
1
Carfans Confirmed That BYD have over 60k order from May 1-May 4
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Morpheus33, 05.05.2024 14:28 Uhr
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May 1st wk in China is seeing higher sales Partially driven by the new NEV purchase incentives Now BYD's Dynasty & Ocean series are seeing as much as 10k in govt incentives + 9K in BYD incentives + 0% down & 0% interest Seal EV/DM-i sees 15k in incentives Dolphin 6k Song+ EV/DM-i see 9k This should drive some additional NEV mkt penetration src ithome.com/0/765/844.htm
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Morpheus33, 05.05.2024 14:26 Uhr
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..... das sieht doch verdammt gut aus.... Wenn das yoy Wachstum gehalten werden kann, sind die >4 Millionen safe 👍

Nein. 3 Mio + 23 sind keine 4 Mio
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Morpheus33, 05.05.2024 14:26 Uhr
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NEV sales of logistics vehicle (micro/light/med trucks + vans) increased > 100% YoY in March Reaching 44K Geely leads the way w/ 9168 sales followed by Dongfeng, Ruichi, MyKarry & Foton NEV penetration has exceed 10% finally Micro/light trucks are seeing very high NEV growth CATL is largest battery supplied in March of this segment w/ 1.3GWh out of 2.2GWh total installation (60% mkt share) Followed by Gotion, CLB & Eve BYD is just #7 in the list w/ 33 MWh -> basically only supplying itself & Weichai for the most part + a little bit for Foton This is 1 area BYD can grow
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Waiileii, 05.05.2024 13:11 Uhr
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BYD has a cumulative sales volume of 939,500 units from January to April, an increase of 23.24% y/y. In April, total overseas sales of new energy passenger vehicles were 41,011 units; the total installed capacity of new energy vehicle power batteries and energy storage batteries was approximately 12.559GWh, and the cumulative installed capacity for 2024 is approximated at 42.295GWh.

..... das sieht doch verdammt gut aus.... Wenn das yoy Wachstum gehalten werden kann, sind die >4 Millionen safe 👍
Sotyn
Sotyn, 05.05.2024 12:45 Uhr
0
BYD has a cumulative sales volume of 939,500 units from January to April, an increase of 23.24% y/y. In April, total overseas sales of new energy passenger vehicles were 41,011 units; the total installed capacity of new energy vehicle power batteries and energy storage batteries was approximately 12.559GWh, and the cumulative installed capacity for 2024 is approximated at 42.295GWh.
Evoarm
Evoarm, 05.05.2024 12:38 Uhr
0

Du musst gar nichts, wie lief denn der Short? Mehr habe ich doch gar nicht gefragt.

Jetzt wo der chinesische Index abhebt würde ich kein Short empfehlen im Moment 😂
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