Transferring Securities of Securities (BK0621) Stock Forum and Discussion

Transferring Securities of Securities

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Spinee

Dec 4 04:45

People’s Daily Commentary: BYD’s Demand for Supplier Discounts is Reasonable

BYD recently requested a 10% price cut from its supplier, Sensata Technologies. People’s Daily supported this move, stating that it’s reasonable for automakers like BYD, whose production and sales volumes are rapidly growing, to demand discounts during large-scale procurement.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$

Spinee

Dec 4 04:10

How BYD Blocked Onvo’s Production Ramp-up in China

Am I reading this right? So, $NIO-SW (09866.HK)$ gets held up due to $BYD COMPANY (01211.HK)$ battery supply issues, which it might have been able to anticipate earlier. For December, $Contemporary Amperex Technology (300750.SZ)$ will supply 6k to 8k per month. How is Onvo going to reach its 10k goal without once again purchasing from BYD to make up the difference in battery supply? If it does, how can it guarantee it won't face similar supply issues? Or have t...

Trytosaveabit

Dec 3 07:45

Update

$Uxin (UXIN.US)$ Benzinga· 1 min ago
Uxin Announces Collaboration With Contemporary Amperex Technology Co., Limited To Promote Adoption And Development Of Battery Swapping Models In The Used Car Market

CHFANTA

Dec 2 21:38

long term holding

$Xiamen C&D Inc. (600153.SH)$ $Xiamen Xiangyu (600057.SH)$ $China Zheshang Bank (601916.SH)$ $Metallurgical Corporation of China (601618.SH)$

BYD reportedly asks suppliers to reduce price quotes by 10%

BYD is asking some of its passenger car suppliers to lower their parts quotes, as it expects competition in the NEV market to be fiercer in 2025, according to local media.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$

bullrider_21

Nov 27 22:04

China to have 100,000 eVTOLs serving families and travelers by 2030, industry body says

$XPeng (XPEV.US)$
An industry body has given its predictions for China's electric vertical takeoff and landing (eVTOL) industry, as the low-altitude economy becomes a widely discussed topic this year.
By 2030, China could have 100,000 eVTOLs in households or as air cabs, the China Low Altitude Economic Alliance said in a report released today at the inaugural Global Low Altitude Economy Forum annual conference....

Earnings flood from China's stocks: Is a turnaround on the horizon?

JimLuo : Very bullish on the eVTOL track, china has a complete supply chain, as well as the BeiDou system, combined with china's own geographical features (many mountains and hills, lakes), in the next three years, eVTOL will definitely produce a "BYD" level giant.

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73162089 : The number is too small for such a bit country.

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bullrider_21 OP JimLuo : Ehang is the leader in China now.

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Wave_Rider bullrider_21 OP : I wouldn’t consider it a leader yet.
Xpeng would have much more potential then Ehang. If you check EHang’s videos, they still manually assemble their products. Xpeng on the other hand already has expertise/experience in manufacture automation in large scale. Xpeng also has more experience in AI. Its eVTOL even has parachute which makes it safer. You can see it from one of their recent test videos.
In general, the competition will be intense in this field within the Chinese market (similar to EV). China has more than one Joby and Archers companies from both private and government sectors(if you search eVTOL companies and products from China). Not to mention DJI, if they ever decide to join the game.

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73993739 : The domestic economy is seriously declining. Even with the government subsidizing ticket prices, how big is the market cake for low-altitude economy? The government is willing, but the people are powerless. Factors such as the opening of routes, ticket prices, battery storage, passenger quality, weather, rescue, etc. Personally, I think the economic value of low-altitude economy is unclear at present, but it is definitely a developing trend. It is advisable to open a position near 11-12 for EH investments at low levels, just to support domestic conscientious companies.

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103899600

Nov 27 21:22

BYD demands suppliers to cut cost by 10%

$Tesla (TSLA.US)$x.com
BYD executive vice president He Zhiqi sent out emails to suppliers on Nov 26 to request 10% price reduction starting on Jan 1, 2025. Here is the reply from one disgruntled supplier:
Dear Mr. He Zhiqi,
I acknowledge your notification regarding your request for suppliers to further reduce costs by 10% from 2025. However, I must express my strong dissatisfaction and vehement protest.
BYD, as a benchmark in China's auto industry, has ...

Spinee

Nov 26 00:08

PBOC Conducts Smaller-Scale MLF Operations

The People's Bank of China rolled over ¥900 billion in medium-term lending facility (MLF) loans in November, net withdrawing ¥550 billion as ¥1.45 trillion matured.
$Bank Of China (601988.SH)$ $BANK OF CHINA (03988.HK)$ $iShares MSCI China ETF (MCHI.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NASDAQ Golden Dragon China (.HXC.US)$

Earnings flood from China's stocks: Is a turnaround on the horizon?

Spinee

Nov 25 21:44

PBOC Advances Tech Loans in Collaboration with Financial Institutions

A PBOC-led meeting revealed significant progress in tech innovation and upgrade loans. As of November 15, banks signed loan contracts worth nearly ¥400 billion with 1,737 companies and projects, supporting startups and key equipment upgrades.
$BANK OF CHINA (03988.HK)$ $Bank Of China (601988.SH)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$ $JD-SW (09618.HK)$ $Hang Seng TECH Index (800700.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$

Earnings flood from China's stocks: Is a turnaround on the horizon?

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