SG Talk

Electric car sales surged by 55% last year(2022) to surpass 10 million, and China led the way: IEA

Sales of EV is expected to leap 35% this year (2023)

Can huat or not?

https://www.cnbc.com/2022/06/14/byd-sold...china.html
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Chinese electric car maker BYD saw sales more than double in May, solidifying the company’s climb into the ranks of the top three automakers in China.

Last year, BYD ranked 13th by passenger car sales, industry association data showed.

For the first five months of the year, FAW-Volkswagen ranked first by sales, followed by BYD and then Changan Automobile, the data showed.
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It is top 3 in the WORLD in terms of market cap.
Tesla is no. 1, Toyota No.2 BYD no 3 and Volkswagon No 4.

The trick is to invest before everyone notice.
Warren Buffett 30x his investment in BYD. ...

I bought after Buffett 10x his investment....at $100.
Now it is $300....

In terms of potential for growth, BYD should be better than Tesla and Toyota.

Please consider Hyundai IONIQ 5 Made In SG to roll out before end-2022.

https://hyundaisingapore.com/news/newsro...la-model-y

At current price, it's overvalued.

(22-06-2022, 03:38 PM)winbig Wrote: [ -> ]At current price, it's overvalued.

I tend to agree with that although I hold the stock.
It js far less overvalued compared with Tesla.

BYD hold 2 of the 3 key technologies most expensive in an EV.

Battery and IGBT.

The only place it lag is in self driving. But likely this techbis available for licensing from Baidu and Intel.

BYD will start to outsell and leave Tesla behind in China market then later in Australia where there is very high demand where wait time is 6 months.


BYD stock has now performed Tesla this year and will continue to do so as investors begin to understand it is ahead of Tesla. Tesla now has to buy battery from BYD as it has fallen too far behind in battery tech.

As BYD becomes the dominant EV company the stock out perform tesla by a whopping 65% in just 3 months.

It's just a tale.of 2 stories.

Is this good for BYD? 

https://www.scmp.com/business/banking-fi...ue-chinese
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BYD hit all time high more than 3x the price I bought.

Although BYD is not cheap stock there is a valuation gap ...it is much much cheaper than Tesla

特斯拉因摄像头会自动录像传输到后方影响国安，德国把特斯拉条件禁止了，刚不久北戴河会议中国也禁止特斯拉驶入，恶人谷闹不好会很难堪
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(23-06-2022, 11:34 AM)sgbuffett Wrote: [ -> ]BYD hit all time high more than 3x the price I bought.

I bought on Wednesday and contra on Thursday (yesterday) and made about SG$1,500

天天硬事2136期—01 中国宁德时代发布麒麟电池具备1000公里续航和快充能力，德日的燃油车和产油国的威胁到来了 02 美国五角大楼抱怨新技术和武器研究繁文缛节，要大干快上

https://www.businesstimes.com.sg/energy-...ry-in-2023

China's CATL to produce next-generation EV battery in 2023

CHINESE battery giant CATL will start mass production next year of its latest generation product, with greater efficiency that lets electric cars drive longer distances on each charge, the company said on Thursday (Jun 23).

The world's biggest battery maker is scrambling to retain its top position against competition from rivals such as BYD , which will soon start supplying batteries to Tesla.

CATL's new battery, called Qilin, will boost volume utilisation rate to 72 per cent, the world's highest, versus 50 per cent for its first generation launched in 2019, the firm said, and increase the battery system's energy density to 255 Wh/kg.




https://www.zaobao.com.sg/realtime/china...24-1286277

续航1000公里 宁德时代的麒麟电池明年量产

中国电动汽车初创企业理想汽车与合众新能源汽车成为宁德时代周四发布的麒麟电池的首批客户。麒麟电池计划于2023年量产上市。

据彭博社报道，全球最大电动汽车电池生产商宁德时代介绍，麒麟电池可实现整车1000公里（620英里）续航，能量密度为255Wh/kg，比现有电池更安全，更耐用。在相同的化学体系、同等电池包尺寸下，麒麟电池包的电量也比宁德时代主要客户特斯拉计划生产的4680系统提升13%。

麒麟电池的续航里程是迄今所有主流制造商中最长的。目前，随着从比亚迪和中航锂电到LG新能源和松下控股等国内外竞争对手纷纷开发自己的产品，宁德时代面临更大的创新压力，以维持自身的主导地位的。

TATA's EV can compete???

https://www.channelnewsasia.com/business...nt-2765706
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(22-06-2022, 03:32 PM)lylcnn Wrote: [ -> ]Please consider Hyundai IONIQ 5 Made In SG to roll out before end-2022.

https://hyundaisingapore.com/news/newsro...la-model-y

I saw it in SG road... at marine parade. Nice SUV like car. Looks like a test car for now... batt version.

IONIQ 5

(22-06-2022, 01:35 PM)sgbuffett Wrote: [ -> ]It is top 3 in the WORLD in terms of market cap.
Tesla is no. 1, Toyota No.2 BYD no 3 and Volkswagon No 4.

The trick is to invest before everyone notice.
Warren Buffett 30x his investment in BYD. ...

I bought after Buffett 10x his investment....at $100.
Now it is $300....

And you still hanker after $2 and $5 durians?

国内电池龙头传来重磅喜讯！麒麟电池续航1000公里！比特斯拉的4680还强！美国科技战变成笑话
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Tencent can buy or not?

https://www.bloomberg.com/news/articles/...market-cap

BYD’s 66% Gain Catapults Stock to Near Trillion Yuan Market Cap

Rally since March added over 400b yuan in market valuation

Investors bet on policy support and BYD’s resilient output


Shares of the Shenzhen-based company have surged 66% since a March low through Tuesday, which pushed its market valuation to around 950 billion yuan ($142 billion). Further gains will allow the firm to hit the milestone, a rare feat which only a handful of mainland-listed stocks including Contemporary Amperex Technology Co. and Kweichow Moutai Co. have achieved.

(03-07-2022, 08:46 AM)cityhantam Wrote: [ -> ]https://www.bloomberg.com/news/articles/...market-cap

BYD’s 66% Gain Catapults Stock to Near Trillion Yuan Market Cap

Rally since March added over 400b yuan in market valuation

Investors bet on policy support and BYD’s resilient output


Shares of the Shenzhen-based company have surged 66% since a March low through Tuesday, which pushed its market valuation to around 950 billion yuan ($142 billion). Further gains will allow the firm to hit the milestone, a rare feat which only a handful of mainland-listed stocks including Contemporary Amperex Technology Co. and Kweichow Moutai Co. have achieved.

Stock is still relatively cheap compared with Tesla. I am still holding despite the stock tripling from my buying price.

破万亿市值？黑科技刀片电池? 你不知道的比亚迪的成神之路 | 从电池代工到硬核全能科技公司 | 云轨

(05-07-2022, 08:03 AM)cityhantam Wrote: [ -> ]

破万亿市值？黑科技刀片电池? 你不知道的比亚迪的成神之路 | 从电池代工到硬核全能科技公司 | 云轨

From humble handphone battery maker for Nokia and Motorola now it is many times the size of these companies.

How come in 2013 Buffett visited China and there were thousands of companies to choose from and he picked BYD.

In fact he wanted to buy a much bigger stake but CEO Chang stopped him. 

Buffett 40x his money. 

I remember reading the news of him buying BYD. Most analysts were dismissive....as if Buffett lost his touch. 2 yrs later BYD stock dropped 30% some say he should just sell and write off his investment.

谈谈比亚迪的CTB刀片电池技术，与特斯拉CTC的同与不同。
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BYD means Buy Your Dream,, i average 150$.,, because i buy up and keep buying,
TSLA too, i make a ton, in 2020, selling and buying, now i own less of TSLA and dont forget to buy

Li Auto..good stock and FA,, better than NIO and the rest..

Buy Li now and another one is NIU.