Three departments promote the update of New energy Fund bus equipment, and the bus industry is expected to enter a new update cycle.
The General Office of the Ministry of Transportation, the General Office of the National Development and Reform Commission, and the General Office of the Ministry of Finance issued the "Implementation Rules for the 2025 New Energy City Bus and Battery Replacement Subsidies." Utilizing ultra-long-term special national debt funds, city bus companies will receive fixed subsidies for updating new energy city buses and replacing batteries.
Autonomous driving battle: BYD's price "weapon" vs Tesla's "difficult" problem.
Barclays believes that although Tesla has a leading position in autonomous driving technology, it faces dual challenges from regulatory oversight and market competition in China.
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.
How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.
Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.
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.
Saywallahcuzzy : what's your expectation for next week? the earnings release should drive this up?!
Mr Value investor OP Saywallahcuzzy : in my opinion more volatile next week, after Apr 2nd once Trump’s reciprocal tariffs hit market, it may try to find a direction.
Saywallahcuzzy Mr Value investor OP : keep falling then?