When will the new 5-year plan in China be officially announced again?
I read somewhere that the subsidies for ev producers are to be cut. Byd is healthy enough to cope with this in my eyes. I remain invested and hope for a great turn around
I read somewhere that the subsidies for ev producers are to be cut. Byd is healthy enough to cope with this in my eyes. I remain invested and hope for a great turn around
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@Hotte1909 so the general subsidy expired on December 31, 2025 and for extremely cheap models the subsidy was extended until 2027.
Therefore, in my opinion, some manufacturers in China will now gradually disappear from the market or be swallowed up.
Overall, I think BYD is very well positioned and still see the first Q figures as a small stumbling block, but after that, with a further increase in foreign business, we will achieve a good turnaround here. (Geopolitical factors excluded)
Especially as BYD is not just the "car manufacturer" that it is ultimately "only" seen as.
I will remain invested here and keep adding to my individual investments up to the maximum amount.
Therefore, in my opinion, some manufacturers in China will now gradually disappear from the market or be swallowed up.
Overall, I think BYD is very well positioned and still see the first Q figures as a small stumbling block, but after that, with a further increase in foreign business, we will achieve a good turnaround here. (Geopolitical factors excluded)
Especially as BYD is not just the "car manufacturer" that it is ultimately "only" seen as.
I will remain invested here and keep adding to my individual investments up to the maximum amount.
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@SAUgut777 @Hotte1909 This is exactly how it looks. The major financial support for all e-car manufacturers has ended, as the government considers the goal of market leadership by Chinese manufacturers to have been achieved.
There will therefore be a major shake-out of the supplier market in the coming years.
On the German market, the sales figures of Chinese manufacturers have increased by several hundred percent in relation to the time they have been on our market. Of course, this is also due to very low sales figures at the beginning.
Last month, for example, BYD was able to gain a market share of 0.8%. By comparison, well-known brands such as Honda and Mitsubishi have to be content with 0.2% and 0.4% respectively.
MG, which belongs to the SAIC Group, is also gradually increasing its registrations.
These and a handful of other players will manage to survive, the rest will disappear.
There will therefore be a major shake-out of the supplier market in the coming years.
On the German market, the sales figures of Chinese manufacturers have increased by several hundred percent in relation to the time they have been on our market. Of course, this is also due to very low sales figures at the beginning.
Last month, for example, BYD was able to gain a market share of 0.8%. By comparison, well-known brands such as Honda and Mitsubishi have to be content with 0.2% and 0.4% respectively.
MG, which belongs to the SAIC Group, is also gradually increasing its registrations.
These and a handful of other players will manage to survive, the rest will disappear.
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