BYD Company
Manufacturing companywww.byd.com.cn
190
MENTIONS
94
EPISODES
83
PODCASTS
Search complete. 190 mentions across 94 episodes found for "BYD Company".
Oct 27, 2026
Sam EvansHOST
And they're opening 100 stations across 10 Chinese cities.
Sam EvansHOST
Bibidi already has more than 10,000, they say, anyway.
Sam EvansHOST
Cherry's target is 20,000 worldwide by 2029.
Sam EvansHOST
So it's a few years away, but hey, it's still a pretty cool thing to claim.
Andrew GeogheganHOST
Blue Scope lifting its first half underlying EBIT guidance to about $1.1 billion on a better than expected performance for its North Star operation in the US.
Andrew GeogheganHOST
Egas Automotive agreeing to acquire the remaining 20% of its BYD electric vehicle joint venture.
Andrew GeogheganHOST
And Next DC Chief Executive Craig Scroggie will forego his FY27 incentives following power delays.
Andrew GeogheganHOST
at its Melbourne facility and a profit downgrade.
Ryan GrayHOST
Will that manufacturer, will that component supplier, that charging vendor, whatever, will they be around tomorrow? And I think what you've seen is the industry reset.
Ryan GrayHOST
We have the quote-unquote big three, Bluebird, IC Bus, and Thomas, and you have Ride, the arm of BYD, which is the largest electric manufacturer in the world of any vehicle, any EV.
Ryan GrayHOST
So I think you've seen the industry right-size reset.
Ryan GrayHOST
a bit, and we've seen a lot of other vendors and suppliers exit.
Milosz PapstGUEST
Their position therefore represents an active investment decision, underpinned by their conviction that the company will continue to perform well.
Milosz PapstGUEST
Nevertheless, they have taken profits in some successful semiconductor holdings and broadened the portfolio, including initiating a position during FY26 in Chinese electric vehicle and battery manufacturer BYD, which is now a top 10 holding.
Milosz PapstGUEST
SK Hynix's weight fell from 12.7% at the end of June to 9.4% at the end of September, powerfully reflecting share price moves.
Liam O'ByrneHOST
And how does T-MIT's geographic exposure compare with the benchmark?
Martyn LeeHOST
And this is before Canada gets an influx of Chinese-built EVs, which over the next 12 months, if we think all the ones that are arriving are coming...
Martyn LeeHOST
The BYDs, the Geelys of the world.
Martyn LeeHOST
Well, these are all companies that have announced one megawatt, one point, well, Geely was 1.4. No, that was the 2.25 megawatt, wasn't it, Geely? It's Cherry that's 1.44 megawatts.
Martyn LeeHOST
BYD, 1.5 megawatts.
Jeff TowsonHOST
There's going to be some updates there I'll talk about.
Jeff TowsonHOST
I went to BYD, which I hadn't been to before.
Jeff TowsonHOST
Man, that was awesome.
Jeff TowsonHOST
It was fantastic.
Jeff TowsonHOST
One, the cars are really cool.
Jeff TowsonHOST
I'll put up some pictures.
Jeff TowsonHOST
I'll send out articles on BYD in the next day and Tencent as well.
Jeff TowsonHOST
The cars are cool, but I'm not really a car guy at heart.
speaker_2UNKNOWN
I think there's a risk of that, end quote.
speaker_2UNKNOWN
Obviously, with a significant percentage of the Daily Journal's marketable securities invested in BYD and Alibaba, you feel differently.
speaker_2UNKNOWN
Please explain why you are right.
Charlie MungerSOUNDBITE_SPEAKER
Well, of course, only the future knows who's going to be right.
Martyn LeeHOST
Big batteries, either 105 or 130 kilowatt hours.
Martyn LeeHOST
Denza says it'll use BYDs, obviously, second generation blade battery 2.0, flash charging, a 10 to 70 charge in five and a full charge in nine minutes at minus 30 degrees.
Martyn LeeHOST
BYD says it'll even do a full charge in 12 minutes.
Martyn LeeHOST
That's 20 to 97.
Richard AlvinHOST
And I'll probably end up making it again.
Richard AlvinHOST
in that sort of mid-BMW 3 Series space that, you know, is now taken over by the BYDs and the Polestars and the Teslas, etc.
Richard AlvinHOST
Broadly, if you didn't know what you were looking at exactly and you took the name badges off,
George EastHOST
many
Fred WarnerHOST
You can put the vehicle back on the road and it should go on to live a fine life.
Fred WarnerHOST
I think some of the BYDs and Teslas where they build the cells and the modules directly into the vehicle and they make them very difficult to access physically and mechanically glued
Michael Hague-MorganGUEST
to
Fred WarnerHOST
the
8 MINS LATER
Fred WarnerHOST
You can do, I suppose, a small repair that is a fraction of that in proportionate terms.
Fred WarnerHOST
You can put the vehicle back on the road and it should go on to live a fine life.
Fred WarnerHOST
You've also got the companies, and I think some of the BYDs and Teslas, maybe some others, where they build the cells and the modules directly into the vehicle and they make them very difficult to access, sort of physically and mechanically glued to the car, if you want, for a simpler word.
Fred WarnerHOST
How does what you do fit around
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