Morgan Stanley discusses BYD's "5-minute supercharge": It is time to break through the biggest bottleneck in the popularization of electric vehicles.

Morgan Stanley maintains a "hold" rating on BYD, while expecting the annual penetration rate of new energy Autos in China to reach 50% this year and 75% by 2030. However, the deployment timeline of BYD's new technology, its impact on Battery life, and the cost gap with the existing 800V platform remain uncertain.

wallstreetcn00:11 ET

US Morning News Call | Tesla Short Sellers Gain $16.2 Billion Since December 17

Moomoo Breakfast USMar 18 08:02 ET

Charging is faster than refueling, BYD is set to revolutionize RBOB Gasoline vehicles.

Technical breakthrough.

wallstreetcnMar 17 11:16 ET

The kilovolt high-voltage architecture and 0.03 million revolutions electric drive assembly support the Super E platform. BYD: Only the Xiaomi SU7 Ultra can catch up with us.

① BYD's "Megawatt Flash Charging" technology can achieve a maximum charging voltage of 1000V, a maximum charging current of 1000A, a maximum charging rate of 10C, and a maximum charging power of 1MW. ② BYD has simultaneously opened pre-sales for two flagship models, the Han L EV and Tang L EV, with pre-sale prices ranging from 0.27 million to -0.35 million yuan and 280,000 to -0.36 million yuan respectively.

cls.cnMar 17 10:13 ET

Decrease in revenue but increase in profits! Contemporary Amperex Technology will generate over 50 billion in 2024｜Interpretations

① In 2024, Contemporary Amperex Technology's performance will see a decrease in revenue but an increase in profit, with a Net income reaching 50.7 billion yuan; ② The Battery Business remains the largest source of revenue for Contemporary Amperex Technology; ③ The inventory impairment reserve of Contemporary Amperex Technology has significantly increased compared to the previous year.

cls.cnMar 14 13:06 ET

The "King Ning" is heading towards a new battlefield.

Reconstruct the Global Industry Chain.

wallstreetcnMar 14 11:13 ET