Tesla revving 6% higher today. Its best day since April. One of our traders is changing his bearish tune on the stock.And you will not believe who it is. All right. It's because it's real. It's because it's technical and because it's sentiment.And I think there's really something interesting that's going on in the stock of late. The bulls and the bears agree that the EV business is bad. I think the consensus for Q3 deliveries is probably low.I think there's probably been a pull forward. If you think about t ...

Company Overview - BYD Company (BYDDY) has recently surpassed Tesla to become the world's largest electric vehicle (EV) manufacturer, selling nearly 607,000 battery-powered EVs in Q2 compared to Tesla's 373,728 deliveries [2][3] - The company is not only focused on EVs but also manufactures hybrids, buses, high-speed trains, electronics components, and lithium batteries for other automakers [4][10] Market Position - BYD is highly self-sufficient, producing its own electronic components and batteries, and even owns seven cargo ships for vehicle delivery, enhancing its operational flexibility [5] - The company holds approximately 30% of China's EV market share, significantly ahead of its nearest competitor, Geely, which has just over 10% [11] Growth Potential - The demand for new energy vehicles in China is increasing, with July sales reaching 1.26 million cars, a 27% year-over-year increase, and projections indicate that new energy vehicles could account for 80% of new car sales in China by 2030 [10] - A $100,000 investment in BYD today could potentially grow to $1 million in 15 to 20 years, requiring an average annual gain of 12% to 16%, which, while above historical norms, is plausible given the company's performance and market conditions [14]

以下文章来源于巨潮东北亚 ，作者老鱼儿 巨潮东北亚 . 向北开放第一新媒 本田+日产+三菱。 作者 | 老鱼儿 编辑 | 夏秋春 来源 | 巨潮东北亚 (ID:juchaoDBY) 新能源汽车扇起的翅膀，终于在传统车商的地盘上刮起了更加猛烈的旋风。 根据日经中文网的报道，本田与日产汽车将就业务整合展开磋商，将就成立控股公司并 将两家企业纳入旗下的方向推进协调。根据目前的口径，本田和日产将于近期签署谅解 备忘录（MOU），今后将确定控股公司的持股比例等详细内容。 报道中还提到，本田和日产从3月就开始探讨合作事宜，8月开展全面业务合作——这是 一次接近一年时间的长时间讨论，双方就车载软件及零部件的通用化等进行了协商。并 且，由于日产同时也是三菱汽车的最大股东，三菱汽车也表明了加入本田和日产联盟、 开展合作的方针。 根据公开的数据， 这三家车企在全球的整体销量超过800万辆。如果三家企业统合，将 超过现代汽车起亚，成为世界第三大汽车集团。 世界第三的名号非常炫目，不过这样的合作在如今的产业形势下，很难称得上是强强联 合，更像是抱团取暖。 数据显示，日本的8大车企2024年上半年度（4月至9月）全球产量为1187.8 ...