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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.
US Morning News Call | Tesla Short Sellers Gain $16.2 Billion Since December 17
Charging is faster than refueling, BYD is set to revolutionize RBOB Gasoline vehicles.
Technical breakthrough.
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.
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.
The "King Ning" is heading towards a new battlefield.
Reconstruct the Global Industry Chain.