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The above life has fresh problems in the horizon, a complex, for the leading car manufacturer of China.
BYD CO’s monthly sales are late and in the summer months, the fact that the traditional slow time for consumer purchases, the trajectory is not expected to continue to reverse any time.
Discount is also now looking tough with Pekin, last week with China do not come in I want to resolve the deflation price wars that threaten the “irrational competition” in the electric vehicle sector, the authorities threaten economic and industrial growth.
Some of the international consumption of ID proves more difficult than expected, is the question of the question, is the number 1 car producer No. 1 of China’s №1?
Shenzhen Based Behemoth, if it is a rare abduction after the long-term bull, it will hit the annual sales target for 2025. The number of electricity and hybrid vehicles needed to sell every month by December 560,000, 560,000 units in a level in a month. The most vehicles sold in a month, the most vehicles were 515,000 shy in December last year.
Analysts are now doubting that Id can hit 5.5 million of the ID in 2025. Consensus calculations continue to decrease.
Deutsche Bank AG, the delivery of 5 million balltans or vendors this year, consisting of 4 million internal units and 1 million for sellers, and last month, pointing to a new model of 5.3 million, lowering the new model to 5.3 million. Bloomberg intelligence says Joanne Chen says that BYD should sacrifice a little profit and protect the hard discount in the second half if he wants to stay on the road.
“Regulatory investigation will damage the label prices of vehicles, but there are no competition, and retail sales promotions are still needed to ensure sales speed,” he said. “New model roll exits and sustainable technical update are also important.”
Bing Yuan in the Edmond de Rothschild Asset Management, many market watchers said that many market watchers now wait 5 million sales. “My meaning is that this is a consensus.”
The main car supply of BYD is shrinking in China, removing commercial sales abroad and commercial sales. In June, 8% announced an annual annual announcement of Zhejiang Geely Holding Group Co., XPeng Inc and Khiaomi Corp., Xiaomi Corp. won over buyers. HSBC Holdings PLC data shows that the largest profit of the market share in the first part is GEELY data.
Selling abroad is better and looking for a target to achieve 800,000 forecast of BYD. Indeed, BYD is now almost 60% of the road. But higher margin international sales will help you to implement the aggressive household discount by the BYD, new challenges are presented in some foreign markets.
BYD’s great plans for Saudi Arabia, for example, after Tesla Inc. hopes to increase their traces three times. However, more than 1% of the Kingdom of the Kingdom, high costs, sparse charging infrastructure and extreme temperature Hard home setting.
India, a large market potential, this is consistently BYD has blocked the effort of Despite expanding and rapid growth from a low base in Europe, it is increasing inherited cars that increase consumers’ trust in significant tariff headlines and more subsequent sales networks.
At home, the regulation study was strengthened by the BYD because the house continues to be in front of the price war. In late May, this reduced the prices by 34% and the updated sector to trigger extensive discounts. His actions were depressed in a warning of the oral cavity of the Chinese Communist Party in the diary of the community whipped “Rat Racing Competition”.
Beijing, as a private company, is a point to argue that a private company can stop the price discount.
Tianlei Huang, a Chinese program coordinator of the Institute of International Economics, the authorities may apply to administrative means such as price feedback or expense studies to build a facto price, although these measures will not be easy.
No matter what, BYD should be careful. As the company is intensified in the coming month and in July, as the first half of the year, the sales information, analysts are ready, the schedules of 2025 targets are ready to look at the distance.
