Vehicle networking (vehicle-road collaboration) (BK0595) Stock Forum and Discussion

Vehicle networking (vehicle-road collaboration)

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Not Open Aug 8 15:00 CST

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Spinee

13 hours ago

China's Jan-Jul trade with

ASEAN +10.5% y/y to 3.92 trillion yuan
🇪🇺EU +0.4% y/y to 3.22 trillion yuan
🇺🇸US +4.1% y/y to 2.72 trillion yuan
🇰🇷S.Korea +8.0% y/y to 1.32 trillion yuan
🇯🇵Japan -2.9% y/y to 1.23 trillion yuan
China July exports (y/y):
Oil products -6% to 4.98 million tons
Fertilizer +10.5% to 3.07 mln tons
Rareearth -9% to 4,937 tons
Mobilephones -13% to 55.3 mln units
Vehicles +25.7% to 553k units
IntegratedCircut #IC +13.4% to 27.34 billion units
China July imports (y/y):
Ironore...

Spinee: 中国7月份的贸易差额为6019元人民币，之前为7037.3亿元人民币：

Spinee

Aug 7 04:11

Three Departments Issue Major Statements on Virtual Power Plants and Shared Energy Storage Stations

According to China Securities Journal, the plan proposes to increase the share of new energy in the power transmission channels;
organize research on the capacity of distribution networks to accommodate charging facilities in provinces with large-scale development of electric vehicles;
build a number of shared energy storage stations; implement a number of computing and power coordination proj...

Spinee

Aug 7 02:12

Italy government's talk with China's Dongfeng Motor Corporation over an auto plant is in an advanced phase, the Italian government could join Dongfeng with a minority stake in its Italian investment.
The investment could also involve Italian component firms, Reuters cites sources.
$DONGFENG GROUP (00489.HK)$ $DONGFENG MOTOR GRO (DNFGY.US)$ $Dongfeng Automobile (600006.SH)$ $LI AUTO-W (02015.HK)$ $XPENG-W (09868.HK)$ $BYD Company Limited (002594.SZ)$

Spinee

Aug 6 08:43

Why Are Chinese Electric Cars So Cost-Effective?

Barclays points out that factors such as batteries, supply chains, and economies of scale give Chinese car manufacturers a cost advantage of up to 40%. BYD Qin Plus has a gross profit margin of 18%.
Benefiting from China's cost advantage, the gross profit margin of Tesla's domestically-produced Model Y is as high as 24%, about twice that of the overseas version.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$

Mag 7's diverging Q2 results: Will they boost the market again?

Spinee

Aug 5 04:21

PCA preliminary data shows Tesla China's July deliveries at 74,117 units, +4.37% m/m or +15.29% y/y.
BYD delivered 340,789 units, +0.17% m/m or +30.5% y/y.
$Tesla (TSLA.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$

Feirre

Aug 5 03:35

China's State Council has issued the "Opinions on Promoting High-Quality Development of Service Consumption":

Support the development of E-Sports, social e-commerce, and live e-commerce. $TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $NetEase (NTES.US)$ $NTES-S (09999.HK)$ $BABA-SW (09988.HK)$ $Alibaba (BABA.US)$ $JD-SW (09618.HK)$ $JD.com (JD.US)$
Improve the quality of online literature, performances, and online games, and deepen the governance of complex TV charges.
Enco...

Spinee

Aug 1 21:49

China's July Electric Vehicle Delivery Report

$XIAOMI-W (01810.HK)$ 's SU7 sales exceeded 10,000 units, targeting 100,000 units by November.
$BYD COMPANY (01211.HK)$ 's NEV sales in July were 342,383 units, up 30.6% YoY.
$LI AUTO-W (02015.HK)$ delivered over 50,000 units in a single month, a record high, up 49.4% YoY.
$NIO-SW (09866.HK)$ delivered over 20,000 units for the third consecutive month.
$XPENG-W (09868.HK)$ Motors delivered 11,145 new cars in July, up 1% YoY and 4% ...

Spinee: 比亚迪在7月份售出了342,383辆新能源汽车，而去年同期为262,161辆（+30.6％）

Spinee

Aug 1 21:14

BYD sold 342,383 NEVs in July vs 262,161 a year earlier(+30.6%)

Specifically, 130,000 BEVs and 210,799 PHEVs were sold in July vs 134,783(-3.5%) and 126,322(+66.8%) a year earlier.
BYD produced 320,852 NEVs in June vs 272,414 (+17.7%) a year earlier.
BYD Company drops 2% in Hong Kong on Friday.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$
$Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO-SW (09866.HK)$ $NIO Inc. USD OV (NIO.SG)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$

bullrider_21

Aug 1 13:03

Uber will collaborate on future BYD autonomous-capable vehicles to be deployed on the Uber platform. This shows that BYD is taking robotaxis seriously. They have about 4000 engineers and are also spending billions of dollars on R&D for smart driving.
The fact that Uber chose BYD instead of Tesla in this area speaks volumes. Uber is more confident of BYD in robotaxis than Tesla.

Tesla CEO Elon Musk Says Warren Buffett-Backed EV Maker BYD Should Change Approach To Autonomy 'Fast Or They're In Trouble'

Mag 7's diverging Q2 results: Will they boost the market again?

Spinee

Jul 31 08:35

The U.S. Commerce Department plans to issue proposed rules on connected vehicles next month and expects to impose limits on some software made in China and other countries deemed adversaries, a senior official said.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$

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