BYD CO. LTD H YC 1
Commented by Nico Popp on March 20th, 2023 | 08:00 CET
BYD, Defense Metals, JinkoSolar - Energy transition reloaded! This is what matters now
If you order a new photovoltaic system today, you cannot avoid products from China. Even German brands often work with Chinese partners and benefit from local technology at favorable prices. But the energy transition is facing a turning point: The gap between East and West is getting deeper and deeper. We look at what this means for companies in the sector and where opportunities could arise.
Read
Commented by Armin Schulz on March 15th, 2023 | 10:18 CET
JinkoSolar, Manuka Resources, BYD - Vanadium raw material as an insider tip
China and Russia are the two leading vanadium producers, with the Middle Kingdom producing 70,000 tons in 2022, more than 4 times as much vanadium as Russia. South Africa came in 3rd place with 3,000 tons. As a result, the metal has made it onto the list of critical raw materials in the US and Europe. In addition to common applications in steel production, catalysts and aerospace, the raw material is now coming into focus because of new vanadium redox batteries that can be used as energy storage devices and have a longer lifespan. The batteries are scalable, safer, and more environmentally friendly and can thus contribute to the energy transition. Commercialization is already starting, but vanadium is scarce.
Read
Commented by André Will-Laudien on March 9th, 2023 | 10:56 CET
Running out of fuel? BYD, Porsche, VW, Globex Mining - Metals in demand!
In benchmarking, anyone who sees electromobility at the forefront cannot ignore a powerful battery. In the last 3 years, there have been no real leaps forward in development, but at least power compression in lithium-ion technology achieved a doubling of the range and, in parallel, also lowered the previously long charging times. This made an electric vehicle suitable for long-distance travel for the first time, even though faster discharge must be expected in winter due to non-engine services such as heating. But technological development continues, and BYD, as one of the world market leaders, sets technological standards. Which stocks are the favourites in the sector?
Read
Commented by Fabian Lorenz on March 2nd, 2023 | 21:51 CET
BYD with share price jump and sales figures: What are American Lithium and Tocvan Ventures doing?
While the investor event at Tesla was eagerly awaited yesterday, the shares of competitor BYD were among the day's winners, with a price jump of over 5%. After the sell-off of the previous days, the share benefited, among other things, from good economic indicators in China. Operationally, there are also positive things to report. There is also good newsflow at Tocvan Ventures. The gold and silver explorer has completed a capital increase and presented promising drill results. The news flow should continue as the year progresses, and the share could celebrate a strong comeback. Investors are waiting for news at American Lithium. The recent sell-off seems to be over, and the stock is picking up again. When will the uranium IPO come?
Read
Commented by André Will-Laudien on February 28th, 2023 | 15:23 CET
Nuclear power, yes please! GoviEx Uranium, Rheinmetall, BYD, NIO - Important power for e-mobility!
Currently, 47 nuclear reactors in the Chinese pipeline are scheduled to come on stream within the next eight to ten years. In a global comparison, this puts Beijing at the top of the international planning list, followed by Russia and India. At last count, four nuclear power plants were under construction worldwide in 2020. In Germany, electricity generation from renewable energies continues to increase every year, while the electricity yield generated with the help of nuclear power continues to fall. This increases the costs for the German energy supply more and more, but the Berlin traffic lights are not interested in this. According to announcements by the German government, all nuclear reactors are to be shut down by April 2023 as part of the energy transition. What do investors need to pay attention to now?
Read
Commented by Armin Schulz on February 27th, 2023 | 14:53 CET
BYD, First Hydrogen, Daimler Truck - Battle of the drive systems
In recent years, the debate about the future of mobility has focused heavily on conventional passenger cars. Yet it is commercial vehicles that are responsible for the majority of emissions. Here, the competition between electromobility and hydrogen as drive systems for trucks and vans is now moving into the focus of the discussion. While electromobility has been on the rise for several years, hydrogen is also gaining in importance as an alternative drive system. In contrast to batteries, fuel cell vehicles can achieve a significantly greater range with hydrogen. Another advantage of hydrogen as a propulsion system is the short refueling time. Today, we look at three companies that are taking different approaches.
Read
Commented by Juliane Zielonka on February 24th, 2023 | 15:59 CET
dynaCERT, Mercedes-Benz, BYD - Is hydrogen the better alternative to electromobility?
New government measures are driving the shift from fossil fuels to renewables. While some of these measures defy logic (combustion car ban in the EU in 2023), others are leading to market changes that have a meaningful impact. The US Inflation Reduction Act, for example, is funneling money into the expansion of a nationwide hydrogen fueling station infrastructure. This is excellent news for the logistics industry, as tough cost calculations will determine the pros and cons of new forms of propulsion for heavy-duty trucks and commercial vehicles. This represents a market opportunity for the Canadian company dynaCERT, which provides switchable hydrogen drives. Hydrogen weighs less than electric batteries, and on the road, every kilogram counts for the freight. The Mercedes-Benz Group, including Daimer Truck AG, is also betting on hydrogen. China competitor BYD, meanwhile, has to reckon with cancellations for EV batteries because the devil is in the details here.
Read
Commented by Nico Popp on February 23rd, 2023 | 15:03 CET
Unknown and better than Tesla? BYD, First Phosphate, Varta
BYD wants to have sold a whopping 1.86 million cars in 2022. That is about 500,000 more than competitor Tesla. Despite this, Elon Musk's company is still considered an e-car giant. Why is that? Certainly, the focus on Western markets has to do with the fact that many investors from the US and Europe still favour Tesla. We look at why thinking outside the box can pay off and how it can help investors seize opportunities.
Read
Commented by Fabian Lorenz on February 22nd, 2023 | 13:22 CET
Beware of Plug Power and Tesla. Better to bet on BYD and Defense Metals?
Caution is advised with e-car pioneer Tesla: Over the weekend, a video of an accident involving a Tesla and a stationary fire truck made the rounds on the Internet. This could once again bring the US authorities onto the scene. They had just ordered a "recall" for more than 360,000 vehicles. The reason was an increased risk of accidents. Tesla has to install an online update of the driver assistance software. And then Charlie Munger had also spoken out clearly for BYD and against Tesla. It was almost ridiculous, said the partner of Warren Buffett, how strongly BYD had asserted itself against Tesla. While Tesla is lowering prices, BYD has raised them. Experts also advise caution for Plug Power. Chart-wise, the stock is still battered, the estimates for the coming years seem ambitious, and a capital increase to finance the expansion is hardly avoidable. At the same time, electromobility and hydrogen are absolute topics of the future. Are investors therefore better off betting on BYD and Defense Metals?
Read
Commented by André Will-Laudien on February 20th, 2023 | 13:49 CET
The Greentech rally continues: Shares of ThyssenKrupp, Manuka Resources, BYD and Varta in focus
The pessimists among economists were proven wrong at the beginning of the year. No, the German GDP did not fall in 2022, but rose by a full 1.9%. Who would have thought that with the supply chain problems, growth would be possible at all? Due to the war in Ukraine, rising energy prices and record inflation, economic regeneration in 2022 turned out surprisingly better than expected. This is due to various special effects, such as restructuring our energy supply, which positively affected the German economy. So far, there has also been no gas emergency, which would have weighed heavily on industry. We look at opportunities in the emerging Greentech industry.
Read