Asked whether$Contemporary Amperex Technology (300750.SZ)$'s lithium plant in Yichun had halted production, industry insiders replied, "Yes, it has." In August, CATL achieved 20.98 GWh in power battery installations, ranking first in China’s power battery market with a 44.46% market share, down 2.84 percentage points from the previous month. BYD followed in second place with 11.78 GWh of installed capacity, holding a 24.96% market share. The gap between$BYD Company Limited (002594.SZ)$and CATL ...
ZnWC
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The data shown in the chart is meaningless: 1. Where is the source of information? 2. Why use "auto sales" not "new energy vehicle or NEV sales? NEV is the term used by official China. 3. Does auto sales include ICE or internal combustion engine? 4. Does auto sales include trucks, buses, motor cycles etc? It is more meaningful to compare the sale figures of electric vehicles (not auto sales) based on different brands.
This figure is over 400,000 more than China Mobile, the company ranked second in terms of employee numbers.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$
Power generation +5.8% to 0.91TWh.
Automobile production -2.3% to 2.5 mln units, sedan -9.2%. NEVs +30% to 1.1 mln units.
Steel production -6.5%(-4.0% in Jul) to 1.11 trillion tons.
Cement fell by 11.9% y/y to 1.57 tln tons.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
The Position Paper 2024/2025 details the challenges faced by European companies operating in China and provides 1,043 constructive recommendations to the Chinese Government on how they can be resolved.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $SMIC (00981.HK)$ $Contemporary Amperex Technology (300750.SZ)$
In August, CATL achieved 20.98 GWh in power battery installations, ranking first in China’s power battery market with a 44.46% market share, down 2.84 percentage points from the previous month. BYD followed in second place with 11.78 GWh of installed capacity, holding a 24.96% market share. The gap between $BYD Company Limited (002594.SZ)$ and CATL ...
Jan-Aug production +2.5% y/y to 18.674 mln, sales +3% y/y to 18.766 mln.-CAAM
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPENG-W (09868.HK)$ $XPeng (XPEV.US)$
Jan-Aug sold 1.5 mln units domestically(-1.8% y/y), exported 3.773 mln units(+28.3% y/y).
China sold 0.99 million NEVs domestically(+11.6% m/m, +30.9% y/y) and exported 0.11 million vehicles(+6.1% m/m, +22% y/y).
Jan-Aug sold 6.22 mln units domestically(+33.8% y/y), exported 0.818 mln units(+12.6% y/y).
$Tesla (TSLA.US)$ $BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPENG-W (09868.HK)$ $XPeng (XPEV.US)$
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPENG-W (09868.HK)$ $XPeng (XPEV.US)$ $Tesla (TSLA.US)$
GS has raised its full-year sales forecast for BYD from 3.8 million units to 4 million units and increased the target price for BYD's H-shares by 5% to HK$ 310, maintaining a "Buy" rating.
$BYD Company Limited (002594.SZ)$ $Tesla (TSLA.US)$ $NIO-SW (09866.HK)$ $XPENG-W (09868.HK)$ $Tesla (TSLA.US)$
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