“Conquer the Market: How Roman Discipline and Sun Tzu’s Strategy Can Supercharge Your Investments in Hot Industries” investing in Hot Theme Industries: A Blend of Roman Discipline and Sun Tzu’s Strategy Hot theme industries—such as artificial intelligence (AI), electric vehicles (EVs), renewable energy, and biotech—are attractive opportunities for investors. These sectors often promise explosive growth and innovation, but they can also be volatile and unpredictable. To naviga...
$BYD COMPANY (01211.HK)$$BYD Company ADR (BYDDY.US)$ BYD targets a 15% cost reduction for its second-generation blade battery, which will launch in the first half of 2025, a source familiar with the matter told CarNewsChina. BYD's blade battery 2.0 will have an energy density of up to 210 Wh/kg and support 16C peak discharge. BYD will offer a short blade format for its second-gen lithium iron phosphate battery (LFP) with 160 Wh/kg energy density...
$BYD COMPANY (01211.HK)$$BYD Company ADR (BYDDY.US)$ China's top electric vehicle maker BYD gained market share as the world's largest auto market recorded its fastest-growing month in 2024, setting BYD up to exceed its global annual sales goal and overtake Ford and Honda. BYD has been on an extraordinary expansion this year, growing capacity and undertaking a massive hiring spree to turbocharge revenue that surpassed Tesla in the third qu...
10baggerbamm
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well that's fine they'll never sell in the United States I will guarantee you that in bet any amount of money that you will not find a single Chinese car in the United States under Trump and by the way last time I checked Tesla is a technology company not a car company.
bullrider_21
OP
10baggerbamm
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China is fine in not selling their EVs in US. There are so many other countries. Yes. So is Xpeng which is also making humanoid robots, flying cars and robotaxis besides EVs.
$Tesla (TSLA.US)$$BYD COMPANY (01211.HK)$$NIO Inc (NIO.US)$$XPeng (XPEV.US)$ 1) Carscoops Tesla is on track to launch an entry-level Model Q EV in H1 2025, according to a report from Deutsche Bank. The new car will be smaller than Tesla’s Model 3 and retail for $30k if EV credits carry on, the story claims. The news reportedly came from Tesla’s investor relations boss Travis Axelrod at a Deutsche Bank confe...
ZnWC
OP
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[Lastest] On Monday, CFRA maintained its Buy rating on Tesla and increased the stock's 12-month price target to $450 from the previous $375. The adjustment reflects the firm's optimism about Tesla's future, particularly in the area of autonomous driving technology. Tesla price target raised to $450 on autonomous driving outlook By Investing.com
$Tesla (TSLA.US)$$BYD COMPANY (01211.HK)$$NIO Inc (NIO.US)$$XPeng (XPEV.US)$ The 2 articles showed how the two major EV makers treat their suppliers - Tesla shortens supplier payment cycle and BYD pressurized suppliers to slash cost: 1) Carscoops: A leaked email from BYD executive vice president He Zhiqi recently surfaced on Chinese social media, revealing the company’s aggressive cost-cutting plans. The email, titled “BY...
beedeebee
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Longer payment cycle does not mean the company is able to manage cost and productivity. I prefer companies with longer payable turnover, strong cash on hand for deployment, and additional income from cash sitting in the bank. That being said, BYD have strong negotiation power compared to tesla. Cash and Cashflow is king.
ZnWC
OP
beedeebee
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Like I mentioned above, BYD may gain some advantages in squeezing the supplier (longer payment cycle and cut cost). But in the longer term, such practice will trigger a vicious cycle of supply chain shut down and eventually producing lower quality vehicles. The long payment cycle of Chinese EV makers (like BYD and NIO) of almost 300 days showed the company may be facing an unsustainable price cutting war.
beedeebee
ZnWC
OP
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I don't see a direct relationship to supply chain shutdown and or producing lower quality products. big company don't usually go with just single supplier.
ZnWC
OP
beedeebee
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Supply chain is an important factor to ensure the vehicle quality especially the core parts. Your mentality is short term gain hence you don't see the connection. Tesla seeks to work with the suppliers for the longer term in a win-win relationship.
$BYD COMPANY (01211.HK)$$BYD Company ADR (BYDDY.US)$ BYD has put its new car carrier, BYD Changzhou, into operation, adding transportation capacity to the Chinese new energy vehicle (NEV) maker's exports. BYD Changzhou -- the company's second ro-ro vessel -- went into operation after receiving delivery, Wang Junbao, general manager of BYD Corporate Division, announced on Weibo. The car carrier is headed to Euro...
$BYD COMPANY (01211.HK)$$BYD Company ADR (BYDDY.US)$ It may come as a surprise to some, but the US and Germany are not the only new car markets on Earth. Tons of new cars are sold every year in Southeast Asian countries like Singapore, Indonesia, Thailand, and Malaysia. Those markets have traditionally been ignored by German and US car manufacturers, but Japanese brands such as Toyota, Honda, Nissan, and Mitsubishi have ...
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