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18.08.25 - 14:33
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BYD deklassiert Tesla – die Zahlen sind eindeutig (Der Aktionaer)
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Lange galt Tesla als das Maß aller Dinge in der Elektromobilität. Diese Ära scheint nun endgültig vorbei zu sein. Der chinesische Gigant BYD hat den einstigen Branchenprimus im zweiten Quartal 2025 nicht nur eingeholt, sondern regelrecht deklassiert....
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05.08.25 - 21:48
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Tesla Sales Fall in Europe as China′s BYD Gains Ground (Bloomberg)
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Tesla continues to post steep sales declines in some of Europe's biggest electric vehicle markets as Chinese rival BYD sees sales pick up in the region. Bloomberg's Stefan Nicola explains what this means for the Elon Musk-led company on “Bloomberg Tech.” (Source: Bloomberg)...
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05.08.25 - 15:48
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Chinese carmakers led by BYD report big rises in UK sales in July (The Guardian)
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Data also shows the overall British market contracted, with America's Tesla suffering a 59% slumpChinese carmakers led by BYD reported big jumps in UK sales last month, despite a declining overall car market, including a 59% slump in sales from their electric vehicle rival Tesla.BYD sales quadrupled year on year to reach 3,200 in July, even as overall sales of all types of car declined by 5% to 140,000, according to data published on Tuesday by the Society of Motor Manufacturers and Traders (SMMT), a lobby group. Continue reading......
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04.08.25 - 08:15
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Schock-Zahlen bei BYD: Die Erfolgsserie ist gerissen (Der Aktionaer)
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Schlechte Nachrichten für BYD: Der chinesische Elektroauto-Gigant hat im Juli erstmals in diesem Jahr einen monatlichen Absatzrückgang verzeichnet. Die Wachstumsserie ist damit gerissen. Auslöser ist ein brutaler Preiskampf, der den gesamten chinesischen Markt umpflügt und auch andere Schwergewichte wie Nio und Li Auto in Mitleidenschaft zieht....
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29.07.25 - 00:54
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Behind BYD′s sales surge, suppliers warn of late payments and margin pressures (Digitimes)
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Chinese electric vehicle giant BYD has publicly dismissed comparisons to the troubled property developer Evergrande, rejecting online speculation that it might be headed for similar financial turbulence. Yet behind closed doors, some of its suppliers tell a different story — one of inconsistent payments, tightened profit margins, and mounting caution across the supply chain....
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23.07.25 - 09:18
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Tesla bid to regain China market share, BYD′s high Hong Kong sales: 7 EV reads (SCMP)
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We have put together stories from our coverage on electric and new energy vehicles from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing.
1. Tesla plans 6-seat version of Model Y to reclaim lost market share in China
Tesla will introduce a longer, six-seat version of its popular Model Y SUV in China, a strategic move aimed at reclaiming market share in the world's largest electric vehicle (EV) market amid increasing......
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18.07.25 - 00:30
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MediaTek′s C-X1 takes market by storm to fuel 2026 revenue (Digitimes)
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MediaTek has collaborated with NVIDIA since 2023 in developing automotive chips, and the partnership since then has extended into various application fields. Their new C-X1 chip is a 3-nanometer flagship automotive platform gaining traction in the market, especially in China. Its penetration rate is higher than expected, as many Chinese electric car manufacturers have adopted the C-X1 solution and strengthened their relationship with BYD. By 2026, C-X1 is expected to contribute significantly to MediaTek's total automotive revenue and become another long‑term growth driver....
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16.07.25 - 14:42
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Renault Shock Profit Warning Sends Shares Crashing (ZeroHedge)
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Renault Shock Profit Warning Sends Shares Crashing
Shares of French carmaker Renault, trading in Paris, crashed the most since the early days of the Covid pandemic after the company issued an unscheduled release, warning of lower profits for the year amid slumping demand and fierce competition from Chinese carmakers like BYD Motors.
Renault stated in the release that it had lowered its operating margin forecast for the year to around 6.5%, down from at least 7% previously. It also cut its free cash flow estimate to between 1 billion euros and 1.5 billion euros, down from 2 billion euros.
It stated that first-half volumes were lower than expected, as the retail market continues to soften, and added that inventories have swelled.
Renault slashed its full-year forecast:
Sees operating margin 6.5%, saw at least 7%, estimate 7.1% (Bloomberg Consensus)
Sees free cash flow EU1 billion to EU1.5 billion, saw at least EU2 billion, estimate EU2.09 billion
Renault's preliminary H1 results:...
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06.07.25 - 16:15
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Tesla Sales Drop 60% In Germany In June (ZeroHedge)
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Tesla Sales Drop 60% In Germany In June
Tesla's sales in Germany dropped 60% in June to 1,860 vehicles, according to the KBA. For the first half of 2025, sales fell 58.2% year-over-year to 8,890 units, despite overall growth in battery EV sales., according to Reuters.
Tesla has also now seen six straight months of declining sales in France, Sweden, Denmark, and Italy. Chinese EV maker BYD saw its German sales nearly quadruple in June to 1,675 and surged over fivefold to 6,323 year-to-date.Recall, Tesla's company-wide Q2 delivery numbers came in at 384,122 vehicles last week, just below the estimate of 389,407.
While estimates had been lowered multiple times, the number was still better than whisper numbers as low as 350k or 360k that were starting to make their way around the street.
Production beat expectations. Tesla built 410,244 vehicles, compared to the forecast of 400,083. Model 3 and Model Y deliveries totaled 373,728, slightly under the estimate of 377,295. The “Other Models?...
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