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BYD's export is by no means good this May. Victim of war, red sea interrupted. European tariffs will come after parliament election, even covering Dacia Spring. BYD has no way go but accelerate manufacture building oversea. Keep an eye on it and will not increase positions without positive outcome.

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chrisjiang2002
06-12 22:23

Levy not high enough to crack down BYD's export considering it having dramatically cut down domestic retail price. It can export from Thailand and coming Hungary factory, even Mexico. But sentiment hurted. Let's keep up positions.

小舟从这逝
06-03 15:22

上述不确定因素其实已经在现有估值中体现。也就是说，哪怕事态全部按最坏方向发展，BYD现有估值已经体现。但，一旦有不确定因素解除或发展向好，故事就会推动估值继续向上突破。此外，有两点比较确定的因素：1.BYD自己的滚装船已经陆续on the way 2.海外东南亚、中亚生产基地已经开始投产（也是目前BYD的出口大头所在地）
再看国内，下半年的市占率因为DM5.0工业奇迹催化，有望持续稳中有升。高端化车型无论是王朝海洋，还是腾势，方程豹，下半年会持续更新推出，伴随着新的黑科技。一旦有任何一项再次破圈，那又是推动估值提升。
简言之，估值共振很可能会发生在接下来的半年里。

注册用户008
06-03 14:30

您觉得是销售积压还是运不出去？