The Chinese manufacturer BYD $1211 (-1,03 %) and car subscription provider Drivio have agreed on a comprehensive cooperation in Germany, which provides for the delivery of more than 2,000 vehicles in 2026. With this step, BYD aims to drive forward its growth in the mobility market.

According to BYD, it has significantly expanded its presence in Germany this year: "The European headquarters and the German headquarters have been strengthened by experienced managers from the automotive industry and numerous locations have been opened with established trading partners," says the manufacturer.

Partnerships are now to ensure further growth in the mobility market.

"Car subscriptions have become the fourth pillar in Germany alongside purchasing, financing and leasing," BYD states. The fact that this sales channel plays a central role for the car manufacturer became clear back in June of this year when BYD signed a framework agreement with Finn for the delivery of up to 5,000 vehicles within ten months.

In contrast, the cooperation now concluded with Drivio is somewhat smaller, according to which BYD is to supply more than 2,000 vehicles to the car subscription provider in 2026.

BYD Energy Storage $1211 (-1,03 %) a leading energy storage company, and Corvus Energy AS , a leading provider of marine energy storage systems (ESS), announced the signing of a Memorandum of Understanding (MoU) to establish a strategic collaboration to further develop next-generation battery solutions for the maritime sector.

The MoU strengthens the collaboration between the two companies by combining BYD Energy Storage's scale and technological leadership in LFP batteries with Corvus Energy's unparalleled expertise in maritime ESS applications. Together, BYD Energy Storage and Corvus will work to accelerate product development, improve global market reach and provide innovative, safe and highly efficient energy storage solutions for the global marine industry.

Under the agreement, BYD Energy Storage and Corvus Energy will coordinate their global market activities to accelerate the adoption of marine energy storage systems and support the shipping industry's transition to cleaner and more sustainable operations.

Corvus Energy will act as ESS system partner and route-to-market partner, leveraging its proven expertise in system integration and strong customer relationships worldwide.

Although one of the - perhaps also the - leading manufacturer of electric vehicles, the negative outlook is solidifying.

• Declining sales momentum, especially in China
• Isolation/tariff policy of large markets (US/EU)
• Export strategy well below expectations
• Rising inventory of unsold cars
• already reduced production
• Increasing price war as a result
• with falling margins

Bought over two years ago with the intention of adding a long-term investment to the portfolio, but the prospects are not rosy in the long term either. Actually, you should keep your hands off the automotive sector anyway ;-)

A planned purchase of Chinese electric buses by Deutsche Bahn has met with harsh criticism from the German Railway and Transport Union (EVG).

"We will make this an issue in the supervisory board of Deutsche Bahn," EVG boss and supervisory board vice-chairman Martin Burkert told SPIEGEL.

Just a few weeks ago, the federal government demanded more patriotism from the economy.

"But the fact that the state-owned company Deutsche Bahn now wants to buy electric buses cheaply in China sounds like a bad joke."

At the beginning of April, Deutsche Bahn invited tenders for a comprehensive contract for the supply of buses, including suppliers of electric buses.

According to information from SPIEGEL, the Chinese car manufacturer BYD was selected as the main supplier for part of the contract, which is divided into lots as is usual for Deutsche Bahn.

Other contracts went to the Chinese manufacturer Zhongtong Bus and MAN. The partial order for BYD is for around 700 buses, a total of several thousand vehicles.

Deutsche Bahn denied the figures, but did not give any other details. The company also declined to comment on other details.

Deutsche Bahn is currently "carrying out a Europe-wide tender for the supply of buses", a spokesperson said in response to an inquiry.

This involves multi-year framework agreements. No further information on the procedure could be provided before the official end of the tender. The orders for BYD and Zhongtong Bus will go to European subsidiaries of the Chinese companies.

The SPD, which is closely linked to the EVG, recently demanded that German industry should secure domestic jobs in return for state support.

"I would like to see a little more patriotism from one or the other in the company management," said Co-Party Leader and Vice-Chancellor Lars Klingbeil at a congress of the IG BCE trade union.

A resolution by the SPD executive board also states: "We demand location patriotism from our economy."

CONCLUSION: After the Dutch, Germany will also buy from $1211 (-1,03 %) and further underline their future growth 😉

Australian iron ore producer Fortescue $FMG (-1,63 %)
$FSUGY (-0,77 %) has installed its first large-scale battery energy storage system (BESS) in North Star Junction (NSJ) - an important step towards powering its Pilbara iron ore operations with green energy.

The 250 MWh BESS, built with BYD's advanced blade battery technology $1211 (-1,03 %) provides 50 MW of electricity for five hours. This system stores solar energy during the day for use at night in Fortescue's Pilbara Energy Connect (PEC) network, replacing fossil fuels.

This 48-container facility is the first of a planned rollout of 4-5 GWh of storage capacity required for the company's energy transition.

Dino Otranto, CEO of Fortescue, explained that these systems will allow the company to store solar energy and use it when needed, supporting the transition to renewable energy.

The next BESS installation is planned for early 2026 in Eliwana.

A side note that caught my attention yesterday: $1211 (-1,03 %) registered more than 4,000 new e-vehicles in Germany in November (+800% Y2Y), more than twice as many as in the previous year. $TSLA (+1,52 %).

Surprising to me, as experience shows that the automotive market in Germany is one of the most difficult, conservative markets of all. Of course, these figures are insignificant when you look at the company's global sales or market share in DE. But the fact that a Chinese manufacturer with little presence here can position itself so well speaks in its favor.

Even if the industry is still too hot for me in this transformative phase, it remains $1211 (-1,03 %) on the watch list. I will wait for a possible turnaround and then re-evaluate.

Source: Tagesschau

Ho ho ho you beautiful Christmas time...

...here again the monthly look in the rear-view mirror🔎

The first thing that surprises me is the fact that the Getquin Rewind is more positive than my monthly benchmark at the end of the month 🤔

According to Rewind, I ended the month with + 1.07%...

...whereas my benchmark closed the month at -0.46% as at 30.11.2025 🤷🏻‍♂️

I can't quite put this together yet, but I assume that the cut-off date for the calculation was different from 30.11. or that gross dividends are also used in some cases 🤷🏻‍♂️

Be that as it may, for me the benchmark is the measure of all things in this context and the month ended with -0.46% 📉

A year-end rally also looks different to me, but all in all I'm quite satisfied with the annual results so far and am close to the lower range of my targets, which have been raised twice so far...

...over the year as a whole, I'm also quite satisfied so far and am on a par with or a nose ahead of the Nasdaq, although my portfolio is anything but tech/growth-heavy 😅

If things continue like this, I see myself well on the way to the first 100k 💪🏻

And if things go really well, this goal could even be reached during the term of office of the Orang(e)-Uta 🍊.

But as we all know, things often turn out differently than you think, so keep spitting in your hands and looking ahead...

In terms of dividends, the month also looked a little better again:

》Gross: € 217.01

》Net: € 176.09

》Yield (TTM): 6.033%

》YOC (TTM): 6.928%

These two values would actually be a little higher, but with every further purchase without a dividend received, they naturally fall again slightly 😉

》Total net dividend: € 1479.94

》CAGR: 495.30%

All in all, after 2 1/2 years, I think it's still easy to bear and should continue to rise steadily in the future, or rather, "the squirrel feeds on hard work" 🙂

》My top 3 this month:

🟢 $BATS (-2,66 %) +14,16% (+100,07%)

🟢 $DTE (-0,8 %) +1,35% (-1,57%)

🟢 $WINC (-0,81 %) +1,30% (+5,31%)

》My flop 3 this month:

🔴 $3750 (+0,54 %) -16,35% (+47,92%)

🔴 $YYYY (-0,98 %) -7,34% (+3,70%)

🔴 $VAR (-0,28 %) -5,49% (+1,01%)

》Disposals:

none

》Additions:

none

》Increased:

$DTE (-0,8 %)

$VAR (-0,28 %)

$1211 (-1,03 %)

Apart from that, there wasn't really much else new, except that my CT scan in November turned out well and my next check-up is due in a week's time.

With this in mind, I wish us all a wonderful pre-Christmas period and a good end to the year...stay tuned 📈👋🏻

I'm curious to hear what you have to say. I have selected 3 shares that pay dividends and have been declining recently and are of course considered worth buying by analysts. $1211 (-1,03 %)
$SAP (-0,93 %)
$CTEC (-0,75 %)

Diese 3 Aktien könnten im Dezember richtig spannend werden! 🚀📈 - YouTube