Gruppo BYD

[machefredfa]

1 ora fa, j scrive:

BYD

Stella Li: "Una fabbrica in Italia? Perché no"

Nei piani di Shenzhen c’è almeno un altro stabilimento in Europa oltre a quello ungherese: noi possiamo essere un'occasione, anche se la vicepresidente del gruppo conferma di non aver ancora avuto colloqui col governo

[...]

C’è una possibilità. "Il nostro ufficio europeo ha aperto nel 1999 e io sono stata tra le prime persone che ne ha fatto parte, trascorrendo molto tempo a Bologna", ha risposto Li. "Quindi conosco il mercato italiano. Conosco molto bene l'Italia. Se nei prossimi anni i nostri volumi aumenteranno, forse avremo bisogno di una seconda o di una terza fabbrica. Penso che ci sia una possibilità (per l’Italia, ndr)". Detto questo, BYD non è uno dei costruttori che hanno avuto contatti ufficiali con il governo: "No, non ancora", ci ha risposto la top manager. "Se espanderemo le nostre attività, allora vedremo. Se i nostri volumi cresceranno, allora ci sarà una possibilità. Quindi c'è un'opportunità, sì. Se dovremo ampliare la nostra capacità produttiva faremo delle valutazioni, andando Paese per Paese a valutare ogni situazione. Ma a oggi non abbiamo ancora avuto colloqui con Roma". [...]

 

https://www.quattroruote.it/news/industria-finanza/2024/04/22/byd_stella_li_una_fabbrica_in_italia_perche_no_.html

Aspetta e spera che arrivino i cinesi in Italia con Stellantis ahahahah 

[Res Cogitans®]

Non credo sinceramente che il problema sia la presenza o meno di Stellantis, ma tutte quelle condizioni a contorno (economiche, politiche, giuridiche, etc...) che certamente non favoriscono gli investimenti esteri (e spesso manco locali) nel nostro Paese, purtroppo.

[4200blu]

Why BYD's EV exports sell for twice the China price
BYD sometimes charges more than double or triple its China sticker prices for its vehicles abroad.

 

LONDON -- U.S. and European politicians have raised alarms that their domestic auto industries could be destroyed by a wave of cheap Chinese electric vehicles.

But so far, China's top EV maker, BYD, has dramatically hiked export prices compared to what it charges at home rather than undercut foreign rivals.

The goal: to rake in hefty profit margins the automaker cannot get in China amid fierce competition.

In some foreign showrooms, BYD charges more than double — sometimes nearly triple — the price it gets for three key models in China, according to a Reuters review of the automaker’s pricing in five of its biggest export markets.

Take the BYD Atto 3, a compact electric crossover. In China, the midrange version sells for $19,283. In Germany, the little SUV is priced at $42,789 — a price that is still competitive with comparable electric vehicles in that market.

BYD did not respond to a request for comment. Company Chairman Wang Chuangfu in March told investors in a private meeting that BYD expects exports to help shore up profitability this year as a domestic price war weighs on its margins.

It’s common for automakers to charge slightly different prices for exports of the same or similar versions of a vehicle.

But the sheer size of BYD’s upcharges for overseas markets is rare, said Sam Fiorani, vice president of global forecasting at market research firm AutoForecast Solutions.

“Globally marketed vehicles are usually priced in a narrow range,” Fiorani said.

The differential, in part, reflects cutthroat competition in China, the world’s largest auto market, where dozens of EV brands are waging a price war. BYD’s entry-level Seagull electric hatchback sells for less than $10,000 at home.

BYD’s big export markups also underscore the massive cost advantages that China’s EV industry has over foreign competitors.

China’s EV leader has squeezed costs from every stage of production, from raw materials to batteries, land and labor, according to experts on China's auto industry and battery-cost data provided to Reuters.

In addition, Beijing has heavily subsidized both domestic and foreign brands selling EVs in China, where electric and plug-in hybrid vehicles accounted for more than a third of all new car sales last year.

This cost edge has foreign competitors nervous. Some U.S. and European automakers are calling for higher tariffs on Chinese EVs. BYD and other Chinese EV makers are already expanding in Europe but do not yet sell in the U.S., where they face higher tariffs and stiffer political resistance.

China’s domination of the global EV industry is on display this week at the Beijing International Automotive Exhibition, where BYD showed off two luxury models as part of a strategy to capture the premium market.

Automakers are expected to launch 110 new EV and plug-in hybrid models in China this year, most from Chinese brands.

Hiking export prices gives BYD room to generate much larger profits per vehicle, experts in EV manufacturing costs told Reuters.

But those margins also give the automaker enormous flexibility to cut prices if needed to grab market share abroad.

For now, Chinese automakers, led by BYD, are content to keep export prices elevated and reap the profits, said Ben Townsend, head of automotive at U.K.-based Thatcham Research, an industry-funded firm that works on safety issues with automakers, including some from China.

He said Chinese EV makers often struggle to break even or squeeze out a small profit in their home market.

"They are not looking to undercut the European market,” he said. “They are looking to make margin."

BYD and other EV makers are also trying to shed the stigma of cheap Chinese products as they build global reputations and focus on maintaining strong resale values, said Bo Yu, Greater China country manager for U.K. research firm JATO Dynamics.

"Chinese automakers are in a brand-development phase," she said.

Massive markups

Reuters reviewed pricing published by BYD or its dealers in five of its leading export markets — Germany, Brazil, Israel, Australia and Thailand — that commonly offered three of its most popular electric vehicles, the Dolphin and Seal sedans, and the Atto 3 SUV. In one case, Israel, the Seal was not offered.

Across those markets, the starting price for the BYD Atto 3 ranged from 81 percent to 174 percent higher than in China.

Dolphin prices ranged from 39 percent to 178 percent higher, and Seal prices from 30 percent to 136 percent higher.

Comparing starting prices by market is complicated by regional differences in available trim levels. In some cases, entry-level exported vehicles examined by Reuters had slightly better equipment than the lowest-priced model in China.

In cases where apples-to-apples comparisons were possible at various trim levels, BYD’s export prices typically were still much higher than in China. For instance, the closest version of the Dolphin on sale in Germany, with the same battery range, sells for $37,439 — more than double the $16,524 price tag in China.

The upgraded Seal version sells for $48,139 in Germany, 59 percent more than its $30,317 China price.

By comparison, the Reuters analysis found that Tesla, which has a higher cost base than Chinese rivals, sells its Chinese-made

Model 3 for only 37 percent more in Germany than in China, according to Tesla’s web site.

Automakers can face hefty costs in exporting cars. But BYD’s large export premiums are more than enough to cover them and deliver thousands of dollars in additional profit per vehicle, according to an analysis conducted for Reuters by A2MAC1, which disassembles cars for automakers to assess their competitors’ products.

Based near Paris, A2MAC1 examined the European version of the BYD Dolphin, which sells for about $35,000, and a China version selling for about $15,000.

The European Dolphin is slightly longer and has extra features, including a slightly bigger battery, a more comfortable suspension and additional sensors. Still, accounting for those upgrades, along with shipping and import taxes, A2MAC1 estimated that BYD’s profit margin on the European car was about $7,400 more than whatever it clears on the same car in China.

‘Bargaining power’

BYD has emerged as the dominant player in China's electric-vehicle market. It's now investing heavily and growing sales in markets worldwide.

Its 2023 exports of 240,000 cars accounted for 8 percent of its 3 million in global sales. But the automaker is swiftly adding new models and new markets and says exports should jump to 400,000 cars this year.

The Reuters review of Chinese EV model prices in Europe revealed that Chinese automakers often price their vehicles just slightly below or above legacy European rivals, while stuffing them with interior and tech features for which European automakers charge extra.

The top version of the BYD Atto 3 in Germany sells for $42,789, just below the base model of the electric Opel Mokka at $43,652, but above the $41,298 starting price for a Peugeot E-2008.

Sometimes BYD shoots higher than competitors. It sells an upgraded version of the Seal in Europe for 10 percent more than the roughly comparable Tesla Model 3.

In China, the Seal is priced at 6 percent less than the Tesla.

BYD has an advantage over legacy automakers with its vertically integrated supply chain. It makes almost all components of its cars in-house rather than farming them out to suppliers.

Lowering the cost of batteries — an EV's most expensive component — has been key. BYD and other Chinese automakers and suppliers have spent the last two decades securing access to mines around the world to lock up critical battery minerals such as lithium and cobalt, said Keith Norman, chief sustainability officer at Silicon Valley battery startup Lyten. "They own the critical-minerals part," Norman said.

Data provided to Reuters by market intelligence firm Benchmark Mineral Intelligence, shows the price for batteries in China to be around 18 percent lower this year than in Europe.

A giant company like BYD, which makes its own batteries, can drive its costs even lower by negotiating volume discounts across the battery supply chain, said Benchmark analyst Roman Aubry.

Chinese automakers are helped by affordable land — often subsidized by local authorities — and benefit from cheaper electricity and labor. They can also build plants in China in as little as a year because they face fewer regulatory hurdles than in Western countries, according to Mark Wakefield, head of the global automotive practice at AlixPartners, a New York-based consultancy.

That means Chinese automakers’ capital investment is far lower per vehicle, “and you make more money," he said.
 

(ANE)

 

 

[Maxwell61]

Interessante articolo 👍

[machefredfa]

BYD: i margini in Europa sono 11 volte più alti che in Cina

 

Fonte: https://www.automoto.it/elettrico/byd-i-margini-in-europa-sono-11-volte-piu-alti-che-in-cina.html

[xtom]

Alla faccia della concorrenza sleale dei cinesi.

 

Noi clienti europei, nostro malgrado, garantiamo lauti margini sia per i produttori cinesi sia per quelli europei.

 

Il paradosso è che funziona più la concorrenza in Cina che in Europa.

[Maxwell61]

10 ore fa, machefredfa scrive:

BYD: i margini in Europa sono 11 volte più alti che in Cina

 

Fonte: https://www.automoto.it/elettrico/byd-i-margini-in-europa-sono-11-volte-piu-alti-che-in-cina.html

 

Chi teme che la concorrenza dei cinesi a basso prezzo distrugga l'industria automobilistica EU dovrebbe quindi essere contento. 

 

A me dà l'idea che stiano effettuando un vantaggioso ingresso discreto per non destare allarmi protezionistici e le ire dell'industria locale e dei disoccupati, tenendosi al pari o appena sotto ai concorrenti EU, mentre creano reti di vendita ed assistenza e conoscono meglio il mercato.

 

Se i margini sono così alti, l'offensiva arriverà dopo. E con prodotti meglio stabilizzati (le EV sono ancora in transizione di sviluppo) e e batterie più economiche.  

 

E' interessante anche notare che BYD ha dovuto allinearsi agli aggressivi prezzi Tesla (che ha margini molto minori) per la SEAL, concorrene di di M3, ma non ha fatto altrettanto per gli altri modelli, (che Tesla non ha), allineandosi invece piu o meno agli Europei.

[machefredfa]

BYD raddoppia in Europa: in arrivo un nuovo stabilimento e un'auto elettrica low-cost

 

BYD punta forte sull'Europa: l'azienda cinese ha in programma di costruire un secondo stabilimento nel continente entro il 2025, oltre a quello già annunciato in Ungheria. Lo ha confermato l'amministratore delegato della filiale europea, Michael Shu.

La decisione sul secondo impianto dipenderà dalle vendite: se BYD raggiungerà i suoi ambiziosi obiettivi di crescita in Europa, la produzione locale potrebbe diventare necessaria. L'Italia è tra i papabili siti per il nuovo stabilimento, data le discussioni in corso tra il governo italiano e l'azienda.

Tra i piani di BYD per l'Europa c'è anche il lancio della city car Seagull. La versione europea, che dovrebbe costare meno di 20.000 euro, avrà caratteristiche specifiche per il mercato europeo e arriverà sul mercato il prossimo anno.

 

Fonte: https://www.hdmotori.it/byd/articoli/n582692/byd-seconda-fabbrica-europa-decisione-2025/

Modificato 10 Maggio da machefredfa

[4200blu]

 

https://carnewschina.com/2024/06/06/byd-dominates-the-2024-shenzhen-auto-show-spending-138-million-usd/

 

 

[j]

BYD annuncia che sarà la Turchia il secondo stato dedicato alla produzione Europea dopo quello ungherese