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CPCA: China's retail sales of passenger vehicles -2.8% y/y to 1.72 million units in July, or -2.6% m/m. NEV retail sales 0.878 mln, +36.9% y/y, +2.8% m/m.
Tesla China sold 74,117 vehicles in July, with EV shares rose by 0.4 percentage points to 5.3%.
$Tesla (TSLA.US)$ China exported 27,890 vehicles(-15%y/y, +137% m/m), and $BYD COMPANY (01211.HK)$ 26,995 (+65.2% y/y, +11.2%m/m).
$BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
Tesla China sold 74,117 vehicles in July, with EV shares rose by 0.4 percentage points to 5.3%.
$Tesla (TSLA.US)$ China exported 27,890 vehicles(-15%y/y, +137% m/m), and $BYD COMPANY (01211.HK)$ 26,995 (+65.2% y/y, +11.2%m/m).
$BYD Company Limited (002594.SZ)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
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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
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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
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China July imports (y/y):
Ironore...
🇪🇺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
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
Ironore...
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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.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$
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.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$
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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.
$Tesla (TSLA.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$
BYD delivered 340,789 units, +0.17% m/m or +30.5% y/y.
$Tesla (TSLA.US)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$
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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...
Improve the quality of online literature, performances, and online games, and deepen the governance of complex TV charges.
Enco...
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$XIAOMI-W (01810.HK)$ '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% ...
$BYD COMPANY (01211.HK)$ '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% ...
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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.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$
$Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO-SW (09866.HK)$ $NIO Inc. USD OV (NIO.SG)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
BYD produced 320,852 NEVs in June vs 272,414 (+17.7%) a year earlier.
BYD Company drops 2% in Hong Kong on Friday.
$BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$
$Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO-SW (09866.HK)$ $NIO Inc. USD OV (NIO.SG)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
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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.
The fact that Uber chose BYD instead of Tesla in this area speaks volumes. Uber is more confident of BYD in robotaxis than Tesla.
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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.
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
$BYD Company Limited (002594.SZ)$ $BYD COMPANY (01211.HK)$ $Tesla (TSLA.US)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$
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104631563 : Bocom Intl: China's domestic auto companies set a new record for overseas sales in June, bullish on the performance of NIO Inc-SW (09866) and Xpeng Inc-W (09868).