电动汽车行业 - 特斯拉在电动汽车革命中处于领先地位 吸引了投资者的热情并使马斯克成为全球焦点 [1] - 比亚迪在中国以外地区受到的关注较少 但同样值得关注 [1] 分析师背景 - 分析师拥有30多年跨行业研究经验 涵盖航空、石油、零售、采矿、金融科技和电子商务等多个领域 [1] - 分析师具备宏观经济、货币政策和政治因素的分析能力 能够将经验应用于新技术和创新商业模式的研究 [1] - 分析师经历过多次重大危机 包括亚洲金融危机、互联网泡沫、911事件、大衰退和新冠疫情 这些经历为跨学科分析提供了独特视角 [1]

Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially in ...

The world’s largest auto market is in trouble, and it’s taking some of its noted electric vehicle (EV) makers down with it. Shares of Chinese EV companies took a sharp hit recently, rattled by growing fears of a deepening price war and rising regulatory concerns. BYD Co Ltd. (BYDDY) plunged more than 9% yesterday to close at $107.33, while NIO Inc. (NIO) , XPeng (XPEV) , and Li Auto (LI) also ended the day in the red, down 3.4%, 3.3%, and 2.3%, respectively. This didn’t seem like just another bad day—it loo ...

BYD Company Limited (BYDDY) surpassed Tesla, Inc. (TSLA) in electric vehicle (EV) sales in Europe for the first time in April, overtaking the long-time market leader in the region. Per Jato Dynamics, BYD registered 7,231 new battery-electric vehicles (BEVs) last month, up 169% from the same time last year, earning it a spot among the top 10 EV brands in Europe. Tesla registered a drop of 49%, placing it one spot back.Tesla sales continued to drop even after Europe’s EV market continued to expand. The overal ...

China's EV price war just kicked up a notch — and investors are worried. Shares in some of Tesla's biggest Chinese rivals fell sharply on Monday after a raft of price cuts announced by BYD fuelled fears over the country's brutally competitive EV industry.BYD stock closed 8.6% lower in Hong Kong, after hitting record highs last week. Shares in auto conglomerate Geely and pick-up maker Great Wall Motors fell more than 9% and 5% respectively, while EV makers Xpeng, Nio, and Li Auto also posted falls.The decl ...

FILE PHOTO: The company logo of China's automaker BYD is seen on a car outside its headquarters in China's southern city of Shenzhen.Shares in BYD plunged as much as 8.25% Monday, a steep drop from its record high last week, as investors assessed the Chinese electric vehicle giant's price cuts announced on May 23.The company announced on the Chinese social media platform Weibo that it was reducing the prices on 22 electric and plug-in hybrid models until the end of June.For instance, the price tag of the Se ...

Electric vehicle (EV) stocks have certainly drawn interest from investors. Not only could EVs be the future of the automobile sector, but many of these companies are also working on greater technological innovations such as full self-driving (FSD).Tesla (TSLA -0.33%), led by CEO Elon Musk, is considered one of the pioneers of the EV space and has become one of the largest companies in the stock market, with a market cap surpassing $1 trillion.BYD (BYDDY 0.86%) is making waves in China and has controlling ma ...

Though the difference between the two brands' monthly sales totals is relatively small, the implications of BYD beating out Tesla "are enormous," says Felipe Munoz, global automotive analyst at JATO Dynamics.BYD sold more pure battery electric vehicles in Europe than Tesla for the first time ever last month — a "watershed moment" for the region's car market, according to a report from JATO Dynamics. New car registrations data from the automotive intelligence firm shows that BYD's Europe volumes rose 359% in ...

Chinese carmaker BYD Company ADR BYDDY might have stolen the April electric vehicle title in Europe, but markets didn’t bat an eyelid. Neither did Tesla TSLA shares.BYD sold 7,231 battery electric cars (BEVs) in Europe in April, edging out Tesla, which sold 7,165, new figures from JATO Dynamics show. Although the milestone represents a symbolic turning point in the European EV battle, it didn’t dent investor faith, as Tesla shares gained more than 2% on the day of the news.It's the first time a Chinese bran ...

The race to build affordable electric vehicles (EVs) is intensifying, and China’s BYD Co Ltd (BYDDY) is charging ahead. Known for its wallet-friendly EVs, BYD has launched its popular Seagull model in Europe under a new name — the Dolphin Surf.The Seagull has been a runaway success in China, priced around $10,000 and ranking second only to Tesla’s Model Y in 2024 with over 442,000 registrations. Global sales of the model are up 45% this year to 170,000 units. Now, BYD is hoping to replicate that success in ...