BYD COMPANY Stock Forum

103553115 : this is absolutely amazing

his friend : none of the companies here are capable of producing robots at scale except tesla. Prototypes are easy, production is hard.

bullrider_21 OP his friend : Who said cannot. Those are not prototypes, but actual working models.

bullrider_21 OP : Figure 02 humanoid robot is developed in collaboration with OpenAI which is backed by Microsoft, SoftBank, Nvidia and Thrive. A lot of financial muscle to scale up and be a market leader.

104223519 : which robot stock can invest or monitor?

bullrider_21 OP 104223519 : Unfortunately, most of the humanoid robot companies are not publicly listed. You can search for robot companies to invest in 2024 or 2025.

Mr Careful : it is not likely that Chinese companies will be keen to invest in US. see what happens to tic tok first.

bullrider_21 OP : Battery is the main component in the cost of an EV. If you can decrease the battery cost, you can reduce the EV selling price and generate more sales.

10baggerbamm : well that's fine they'll never sell in the United States I will guarantee you that in bet any amount of money that you will not find a single Chinese car in the United States under Trump  and by the way last time I checked Tesla is a technology company not a car company.

beedeebee 10baggerbamm : I don't think anyone is betting byd to sell in the states. there are many more places to sell.

bullrider_21 OP 10baggerbamm : China is fine in not selling their EVs in US. There are so many other countries. Yes. So is Xpeng which is also making humanoid robots, flying cars and robotaxis besides EVs.

beedeebee : Longer payment cycle does not mean the company is able to manage cost and productivity. I prefer companies with longer payable turnover, strong cash on hand for deployment, and additional income from cash sitting in the bank. That being said, BYD have strong negotiation power compared to tesla. Cash and Cashflow is king.

ZnWC OP beedeebee : Like I mentioned above, BYD may gain some advantages in squeezing the supplier (longer payment cycle and cut cost). But in the longer term, such practice will trigger a vicious cycle of supply chain shut down and eventually producing lower quality vehicles. The long payment cycle of Chinese EV makers (like BYD and NIO) of almost 300 days showed the company may be facing an unsustainable price cutting war.

beedeebee ZnWC OP : I don't see a direct relationship to supply chain shutdown and or producing lower quality products. big company don't usually go with just single supplier.

ZnWC OP beedeebee : Supply chain is an important factor to ensure the vehicle quality especially the core parts. Your mentality is short term gain hence you don't see the connection. Tesla seeks to work with the suppliers for the longer term in a win-win relationship.