New Energy Vehicles (NEVs) in China

[tphuang]

I don't know why people care whether Berkshire owns BYD stock or not

anyways, more smart industrial vehicles

https://twitter.com/i/web/status/1655572473931354112

this is a special mining vehicle that's PHEV and autonomous. Future of mining I guess

Also, BYD continues to dominate Thailand EV market with 45% market share in April. Should increase that lead when Dolphin deliveries start

https://twitter.com/i/web/status/1655658216770904066

 

[henrik]

I don't know why people care whether Berkshire owns BYD stock or not

People would like to know when Buffett is done selling. Then they will buy big on BYD.

 

[Overbom]

People would like to know when Buffett is done selling. Then they will buy big on BYD.

Or, when Buffet is done selling (sold most of the stock he owns), that's when Western sanctions will start coming for BYD

That's how the West usually operates, it first sends signals so that investors pull out their money and then they sanction the company

 

[tphuang]

https://twitter.com/i/web/status/1655663401262108672

BYD Changsha Xinsha phase 2 about to start production

Also WCF showed GD party heads the new Shenshan production area. he has been very busy

 

[56860]

Or, when Buffet is done selling (sold most of the stock he owns), that's when Western sanctions will start coming for BYD

That's how the West usually operates, it first sends signals so that investors pull out their money and then they sanction the company

How can one sanction BYD? They are the most vertically integrated EV company. The EV supply chain is also dominated by Chinese companies in general. Where is BYD's weak point?

 

[Michaelsinodef]

How can one sanction BYD? They are the most vertically integrated EV company. The EV supply chain is also dominated by Chinese companies in general. Where is BYD's weak point?

They might try and stop it from selling cars in US and possibly also EU, but that's basically it, actually hitting it's car productions and the likes, there's really not much they can do.

 

[tphuang]

anyone seen the Electric viking clip on VW software problems? while, here is insideev on it

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VW software is really bad. A lot of criticism of this. Just not comparable to Huawei or Xpeng or Li Auto or even BYD

 

[tphuang]

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Yutong providing 12,000 electric buses for Nigeria! That's crazy high. If they can build the charging infrastructure for buses in big cities, Nigeria will also be a market for EVs

 

[tphuang]

first photos of Denza N8 interior are out

https://twitter.com/i/web/status/1655758517884600321

looks great, reminds me of Li Auto L9

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[Lethe]

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reports that BYD Dolphin for European and Australian markets will be longer to achieve 5-star Euro NCAP/ANCAP safety rating:



Obviously increased safety is a good thing, but custom work like this is going to erode the vehicle's price competitiveness, if not the overall value proposition. It seems unlikely that the modifications are simply a couple of different panels, rather the panel changes are probably to allow for structural modifications required to achieve the 5-star rating.