Podcasts about BYD

- JP Morgan Lets Rich Clients Borrow Against Classic Cars - Brazil #1 In Armored Car Sales - Volkswagen Shares Small, Affordable EV Details - Workaround for GM Apple CarPlay - BYD Improves EV Motor Efficiency at High Speeds - EV Sales Slow in China - Chinese EV Makers Bring Price War to Thailand - China Issues New Rules to End EV Price War

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Broadcom-Abwärtsstrudel, China-Euphorie bei Nvidia und ein Kursfeuerwerk in der Hanf-Branche. Außerdem geht es um Oracle, AMD, ASML, Amazon, Alphabet, Microsoft, Siemens Energy, TSMC, Alibaba, Lululemon, Adidas, Puma, Hensoldt, Rheinmetall, Renk, Tilray Brands, Canopy Growth, SNDL, Porsche, VW, Mercedes, BMW, Suzuki, Geely, BYD, Xiaomi, Tesla, iShares Core MSCI World ETF (WKN: A0RPWH) und Amundi All Country World ETF (WKN: LYX00C). Karstens Artikel zum Netto-Effekt findet ihr hier: https://www.welt.de/wirtschaft/plus693d3cd64e06e0d53ab670f4/steuern-2026-familien-jubeln-singles-zahlen-drauf-das-bleibt-den-deutschen-vom-brutto.html Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Broadcom crasht trotz solider Zahlen. Was da los? Deutsche Bahn pusht Traton & BYD. Trump pusht Tilray, Canopy & Co. ServiceNow bringt Google Rendite. Intel bringt eigenem CEO Rendite. Coca-Cola hat Probleme mit Costa. Vergesst KI. Rendite geht auch mit Kokosnüssen. Vita Coco (WKN: A3C53H). Visa (WKN: A0NC7B) und Mastercard (WKN: A0F602) sind so günstig wie lange nicht. Aber auch so bedroht? Diesen Podcast vom 15.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Depois de várias ameaças, foi desta que a iRobot, fabricante dos aspiradores robô Roomba entrou em falência. A empresa chegou a valer 3,5 mil milhões de dólares. e, 2021, e hoje valerá pouco mais de 100 milhões. Os ativos foram adquiridos por uma empresa chinesa, depois da venda à Amazon ter sido chumbada pelos reguladores nos Estados Unidos. See omnystudio.com/listener for privacy information.

El tema de hoy es uno de los más importantes en el mundo del motor. Porque comprar es fácil. Lo difícil es mantener. Hemos hablado de sus precios y de su tecnología, pero el coche no es solo un producto. Es un servicio. ¿Están las marcas chinas preparadas para “el día después”? Ya están aquí. Miras por la calle y ves un MG. Paras en un semáforo y tienes un BYD al lado. Te ofrecen un Omoda con un precio alucinante... Pero hoy en Garaje Hermético hacemos la pregunta incómoda: ¿Qué pasa cuando se estropea? ¿Avanza la post-venta al mismo ritmo que la venta? 1. La Promesa Sobre el Papel: Garantías de Récord Lo primero que te ponen sobre la mesa es la garantía. Y aquí, ganan por goleada. Mientras la mayoría de marcas se acomodan en los 3 años legales, las chinas han reventado la baraja: -MG (Grupo SAIC): 7 años o 150.000 km. -BYD: 6 años o 150.000 km (8 años o 200.000 km para la batería Blade). -Omoda y Jaecoo (Grupo Chery): 7 años o 150.000 km. Sobre el papel, es una declaración de intenciones. Te dicen: "Confía en mí". Pero una garantía, amigos, no es más que un contrato. Su efectividad depende de la red que tiene que ejecutarla. 2. El Triángulo Roto: La Realidad de la Post-Venta El problema de la post-venta no es el coche; es la logística. Es un triángulo con tres pilares, y si uno falla, todo se cae. -Pilar 1: La Capilaridad (¿Dónde está el taller?) Un coche chino hoy te obliga a morir en el servicio oficial. El taller de tu barrio no tiene ni los manuales ni la diagnosis. ¿Y cómo de grande es la red oficial? MG roza los 100 puntos de servicio. BYD prevé unos 60. Omoda, 80. Suena bien, pero Seat, por ejemplo, tiene más de 300. Si vives en Soria, Cáceres o Teruel, tu taller más cercano puede estar a 150 kilómetros. Tener que hacer 200 km (ida y vuelta) para una revisión es un inconveniente. Si el coche falla, es un problema. -Pilar 2: La Formación (¿Saben lo que hacen?) Estas marcas se apoyan en grandes grupos multimarca. El mecánico que ayer reparaba un Corsa, hoy tiene que diagnosticar un híbrido de MG o un eléctrico de BYD. Requiere una formación específica en alta tensión que no todos tienen, y la velocidad de ventas a veces supera a la de la formación. -Pilar 3: La Logística (El Verdadero Talón de Aquiles) Aquí está el punto crítico. El gran agujero negro. Los recambios. Para un Renault, un faro o una aleta llegan en 24-48 horas. ¿Qué pasa con un coche chino? No hay recambio de competencia. Olvídate. SÓLO existe la pieza original. Todo depende del importador y su almacén central. El drama viene con la "pieza de colisión" (carrocería) o "pieza de baja rotación" (un sensor, una centralita). Los testimonios en foros se repiten: "Llevo un mes esperando un paragolpes", "Dos meses parado por un sensor". Las marcas están montando sus centros logísticos en Europa (Francia, Alemania, España), pero si la pieza no está allí, hay que pedirla a China. Y hablamos de semanas o meses. 3. El Ecosistema Chino: No Todos Son Iguales Sería injusto meter a todas en el mismo saco: -Nivel 1: MG (Grupo SAIC): Víctimas de su propio éxito. El ZS ha sido un superventas. Tienen la red más grande, pero también la más congestionada y desbordada. -Nivel 2: BYD (El Gigante): Van más lentos, con una estrategia "premium" aliándose con los grupos de concesionarios más potentes. Son los más serios y controlan hasta sus propios barcos de transporte. -Nivel 3: Omoda/Jaecoo (Grupo Chery): El movimiento más inteligente. Se han aliado con EV Motors para usar la antigua fábrica de Nissan en Barcelona como su gran centro logístico para el sur de Europa. Esto debería acortar drásticamente los plazos. -Nivel 4: Los "Aventureros" (DFSK, SWM, etc.): El peligro real. Vienen a través de un importador. Si el importador quiebra o decide dejar la marca, te quedas con un "coche huérfano". 4. ¿Qué Pasa Fuera de España? No es un problema solo español. En Reino Unido, MG es un éxito rotundo, pero los foros están plagados de quejas por esperas de meses para piezas de carrocería. La situación es tal que algunas aseguradoras han llegado a pausar la emisión de pólizas. ¿La razón? No es la reparación; es el coste del coche de sustitución. Si un golpe tonto tarda 3 meses en repararse, la aseguradora paga 3 meses de coche de cortesía. Es la ruina. América del Sur es el espejo donde mirarnos: un cementerio de marcas "huérfanas" que llegaron, vendieron y desaparecieron, dejando a los propietarios sin recambios. 5. ¿Es Más Caro o Más Barato de Mantener? El mantenimiento programado (filtros, aceite) suele ser barato. El problema son las reparaciones. El drama no es el precio de la pieza, es el coste de inmovilización. ¿De qué sirve una pieza barata si el coche va a estar parado 8 semanas? Si eres un autónomo, un taxista o un comercial, es la ruina. El verdadero coste es el tiempo.

FAÇA O DOWNLOAD GRATUITO DO LIVRO "O PODER DA CHINA", de Ricardo Geromel: https://lp.mmakers.com.br/geromel-china-bussola-do-valor?xpromo=MI-M3CBUSSOLA-YT-DESCRICAO-X-20250708-DESCRICAOSOBREPODERDACHINA-mm-XTHE REPORT, ESPECIAL CHINA: https://lp.mmakers.com.br/especial-china-the-report?xpromo=MI-CAPTACAO-YT-DESCRICAO-X-20251028-DESCRICAOSOBREVIDEOSCANAL-MM-XO Brasil virou uma colônia da China sem a gente perceber?Neste episódio 296 do Market Makers, Thiago Salomão recebe dois gigantes quando o assunto é o gigante asiático: Ricardo Geromel, autor do best-seller "O Poder da China", e Arthur Carvalho Filho, economista-chefe da Truxt Investimentos com 14 viagens ao país. A conversa mergulha fundo na transformação radical da China, que deixa de ser a fábrica de produtos baratos para liderar a inovação global em carros elétricos, baterias e energia limpa.Os convidados explicam por que o Brasil se tornou o país mais "sexy" do mundo para o capital chinês e como empresas como State Grid e BYD estão dominando setores estratégicos da nossa economia. Arthur e Geromel detalham a "colonização silenciosa" através de investimentos bilionários e revelam os perigos ocultos da demografia chinesa, onde o desemprego jovem atinge 27% e milhões de homens não encontram esposas devido à política do filho único.Além disso, o papo entra na cultura de trabalho insana "996", a rivalidade histórica com o Ocidente e a polêmica questão de Taiwan, que a China enxerga como o Brasil enxerga a Amazônia. Eles também discutem a aposta massiva em robótica e Inteligência Artificial para suprir a falta de mão de obra futura e como o Partido Comunista Chinês planeja, com mão de ferro, a hegemonia global até 2049.Na sua opinião, a dependência do Brasil em relação à China é uma oportunidade de ouro ou um risco perigoso para a nossa soberania?Garanta o seu cartão BTG com IOF zero em compras internacionais: https://conteudo.btgpactual.com/iof-zeroutm_channel=parceiros&utm_medium=partners&utm_source=market-makers&utm_campaign=PAR_AWN_BUBANK_iof-zero-speech-mmks_202509&utm_content=qr-code&utm_term=20250909Tenha acesso a +15 modelos de IA, cursos, ferramentas exclusivas e 30 dias grátis pra testar: https://go.adapta.org/campaign/adapta-mm-youtubeConheça a GlobalX: https://lp.globalxetfs.com.br/market-makers

This week on Sinica, I'm delighted to have Iza Ding as guest host. Iza is a professor of political science at Northwestern University and a good friend whose work on Chinese governance I greatly admire. She's joined by Deborah Seligsohn, who has been a favorite guest on this show many times. Deb is an associate professor of political science at Villanova University and was previously a science and environmental counselor at the U.S. Embassy in Beijing. This episode was recorded in three parts: the first two in Belém, Brazil during COP30 (the 30th UN Climate Change Conference), and the final segment after the conference concluded. Iza and Deb discuss China's role at the climate summit, the real story behind the famous 2007 U.S. Embassy air quality monitor in Beijing (spoiler: it wasn't China's "Silent Spring moment"), Brazil's management of the conference, why China leads on technology but not on negotiation, and what the outcomes of COP30 mean for the future of global climate cooperation. This is an insider's view of how climate diplomacy actually works, complete with unexpected fire evacuations and glut-shaming of The New York Times.3:43 – Deb's impressions of COP30 and Brazil's inclusive approach 9:21 – China's presence at COP30: technology leadership without negotiation leadership 15:34 – Xie Zhenhua's absence and the U.S.-China dynamic at previous COPs 24:46 – Inside the negotiation rooms: language, politeness, and obstruction 33:06 – BYD's presence in Brazil and Chinese EV expansion 40:54 – The real story of the 2007 U.S. Embassy air quality monitor in Beijing 45:00 – Fire evacuation at COP30 and UN territorial sovereignty 1:22:06 – What actually drove China's air pollution control: the 2003 power plant standards 1:41:27 – The dramatic final plenary and the Mutirão decision 1:55:17 – China's NDC 3.0: under-promise and over-deliver strategySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Hoy hablaremos de la estrategia de la marca china BYD para competirle a la estadounidense Tesla, que acaba de entrar al mercado colombiano https://whatsapp.com/channel/0029Va4POHt6WaKhONGGhi38

Lachie has come in all guns blazing, plugging his football side hustle (The Soccerwhos Podcast) and asks to give away the BYD on Friday. PLUS, Nikki has a video that has gone viral over the weekend and we find out exactly what the other behind the scenes staff do. "I told publicity I want a big bouquet for my last show" - Nikki Listen live on the Nova Player. Follow us on Facebook, Instagram & TikTokSee omnystudio.com/listener for privacy information.

Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠, and Andrew Scott of 7percent Ventures to break down the real stories behind the headlines shaping European tech and venture.From Bending Spoons' audacious European rollup strategy, to Brexit's economic hangover, to the existential challenges facing Volkswagen, to Google vs. OpenAI's new “Code Red”, and finally whether Europe has had its long-overdue shock moment — this episode goes wide, fast, and deep.This is Upside, where the takes are sharp, the macro is messy, and the optimism is… conditional.What's covered:02:00 The valuation reset, debt-fuelled M&A, and the Italian PE–VC hybrid model04:00 Arbitrage: firing US teams, rehiring elite Italian engineers06:00 Do rollups really work? Tech debt, distribution, and execution risk07:00 Brexit revisited: GDP losses, trade collapse, and political reality08:00 The myth of “you can't know the counterfactual” — and why you actually can10:00 Will the UK rejoin the customs union? And would Europe even take us back?12:00 Europe's manufacturing crisis: Porsche, Volkswagen, BYD and the end of German exceptionalism15:00 China's shift: stop importing, start replicating17:00 Welfare-state complacency and the European stagnation problem20:00 The bitter truth about Europe's carbon “success story”22:00 How to actually fix European tech: R&D, immigration, procurement, capital markets24:00 Why 0.02% pension allocation to VC is Europe's biggest structural handicap26:00 Should we “Farage-pill” Europe into a tech-first agenda?33:00 Distribution vs. loyalty: why consumers don't care about brand36:00 Who wins the cost base war: Google, Amazon, Meta, or OpenAI?38:00 Anthropic's IPO plans and what they signal about the private capital cycle42:00 Deals of the Week: Black Forest Labs, ICEYE, Expedition Growth Capital44:00 Robotics is the next AI wave — and the picks-and-shovels startups emerging now

Alors que la Chine s'impose comme championne mondial de la voiture électrique, un paradoxe bouscule le marché automobile : les véhicules thermiques délaissés par les consommateurs chinois sont massivement exportés vers le reste du monde. Une stratégie agressive qui séduit les pays émergents et inquiète les constructeurs occidentaux. Pékin est aujourd'hui le premier exportateur mondial d'automobiles. Portée par des marques comme BYD ou MG, la Chine inonde le marché international de véhicules électriques. Pourtant, cette ascension fulgurante ne s'accompagne pas d'un recul de la production thermique. Bien au contraire. Comme le révèle une enquête de Reuters, les voitures à essence dont les Chinois ne veulent plus sont envoyées massivement à l'étranger, où elles rencontrent un succès inattendu. Depuis cinq ans, la Chine a vu la voiture électrique exploser grâce à des subventions publiques importantes, une stratégie industrielle volontariste et l'arrivée de jeunes marques très agressives. Résultat : ces modèles représentent désormais la moitié des ventes nationales. Pendant ce temps, les constructeurs traditionnels — chinois comme étrangers — voient leurs voitures thermiques s'accumuler. Leurs usines tournent au ralenti, et les entrepôts débordent de dizaines de milliers de modèles invendus. La parade ? Exporter, et vite. Les marchés émergents, nouveaux terrains de jeu des constructeurs chinois Si l'Occident achète désormais surtout des véhicules électriques chinois, les pays du Sud, eux, restent largement dépendants du thermique. Une aubaine pour Pékin, qui vise clairement les marchés émergents : Amérique latine, Afrique, Moyen-Orient, Asie du Sud-Est, Europe de l'Est. Ces régions disposent de peu de bornes de recharge, de routes parfois difficiles et d'un pouvoir d'achat limité. Autant de raisons qui poussent les consommateurs vers des modèles robustes, en particulier les SUV. Et la stratégie porte ses fruits. En Afrique du Sud, les marques chinoises représentent déjà 16 % du marché. Au Chili, elles comptent pour un tiers des ventes. Les constructeurs chinois ne se contentent pas d'exporter. Ils ouvrent rapidement des réseaux de distribution, s'allient à des partenaires locaux et proposent une gamme complète de véhicules adaptés aux attentes locales. Des prix imbattables et une montée en gamme qui bousculent les Occidentaux Pourquoi ces voitures rencontrent-elles un tel succès ? Le prix, surtout : les modèles chinois sont souvent 20 à 40 % moins chers, parfois deux fois moins, que leurs équivalents occidentaux. Ajoutez à cela une nette montée en gamme : meilleurs systèmes de sécurité, écrans plus modernes, connectivité renforcée, intérieurs soignés. Les véhicules chinois offrent désormais un rapport qualité-prix difficilement égalable. Le tout accompagné d'une stratégie commerciale offensive : implantation rapide, distribution agile, gammes sur mesure pour chaque marché. Résultat : la Chine gagne du terrain partout, ce qui représente une menace frontale pour les constructeurs européens, japonais et américains. Car derrière ces succès se cache une double stratégie : inonder aujourd'hui le monde de véhicules thermiques, et imposer demain les modèles électriques. Les projections confirment cette dynamique. D'ici cinq ans, une voiture sur trois dans le monde pourrait être chinoise. Aujourd'hui l'économiePourquoi les constructeurs automobiles retombent amoureux de l'essence?

美國端出關稅＋在地化投資）、中國加碼刺激與產業扶植，全球供應鏈再洗牌！這集我們把「政策→資金→產業→台股」的路徑講清楚： 美國：關稅與國安名義下的在地化、製造回流，誰是長期受惠？ 中國：穩房市、擴基建、拉內需，哪些原物料與台商鏈條可能受惠？ 台灣：伺服器/AI、半導體設備與先進封裝、電力與節能、軍工/資安等族群的機會與風險點名 三個關鍵變數：美元走勢、關稅節點、資本支出循環 實戰工具：用「人氣×趨勢×位置」檢查強弱，用「公司體質速查」避開表面題材股 最後我們也分享進出場的實務節奏：在政策不確定升高時，讓你在震盪中抓到下一段趨勢，而不是被消息面牽著走。想把政策噪音變成選股清單？這集別錯過。 -- Hosting provided by SoundOn

Det er en stor dag i r8Dio-land og i Skuldbrg. r8Dio går live og i Skuldborg er der Nisseafbrænding - byens vel nok største og mest særegne tradition. I år skal 6 små dansebørn fra Hip hop Vibekes hold brændes som nisser, alt imedens de danser ovenpå dertilhørende BYD-biler. Et kæmpe optog sættes som noget nyt i gang fra torvet og som en slangehale bevæger den sig gennem byen. Mange erhvervsdrivende har været kreative i år og arrangørerne, Amalie fra r8Dio, Klavs, John Frederiksen, Lasse Spang Olsen m.fl. har store forventninger. Som noget nyt skal der også laves poetry slam, der hylder de erhvervsdrivende i byen. Det bliver en fest. Intet kan gå galt. Bliv medlem: https://r8dio.dk/bliv-medlem/See omnystudio.com/listener for privacy information.

Descubra a China, descubra oportunidades: evento organizado pelo Consulado Geral da China em São Paulo e pelo Momento China reúne diplomatas, professores e diretores de empresas como BYD e CRRC

China produces nearly three-quarters of the world's electric cars, and no city embodies that dominance more than Shenzhen, home to industry giant BYD. Once known as “The World's Factory,” the city has transformed into a global hub of clean transportation and high-tech innovation. Also, Russian President Vladimir Putin arrives in India to meet with Prime Minister Narendra Modi. And, Palestinians in the Israeli-occupied West Bank say their existence is being targeted as the face increasing attacks and violence by extremist Jewish settlers. Plus, Taiwan's new envoy to Finland stages a heavy metal concert as an attempt at diplomacy. Learn about your ad choices: dovetail.prx.org/ad-choices

The automotive industry's existential crisis continues, and Imogen Bhogal & Dan Caesar sift through the rubble. Toyota receives electric encouragement, the EU's resolve is tested by the businesses with the most to lose, and 'Big Short' investor eviscerates Tesla valuation.

Alors que la France affiche un déficit commercial record vis-à-vis de la Chine (47 milliards d'euros), Emmanuel Macron cherche à obtenir des transferts de technologies venus de Pékin. Un basculement historique qui redéfinit les rapports de force industriels entre l'Europe et la Chine. Le déplacement d'Emmanuel Macron en Chine intervient dans un contexte de déséquilibre commercial massif au profit de Pékin. Longtemps, la Chine exportait surtout des biens d'entrée de gamme. Ce temps est révolu. Désormais, Pékin expédie vers l'Europe des voitures électriques, des panneaux solaires, des batteries, ou encore des composants électroniques. Autrement dit, tout ce dont l'Europe a besoin pour réussir sa transition énergétique. Face à cette montée en puissance, la France doit revoir sa stratégie : accueillir sur son territoire des entreprises chinoises, créer de l'emploi et, surtout, récupérer du savoir-faire, ce qu'on appelle des transferts de technologies. Ce mouvement illustre un changement de rôle inédit entre la Chine et les Occidentaux. Pendant quarante ans, les technologies venaient d'Europe vers les usines chinoises. Aujourd'hui, c'est l'inverse. À lire aussiEn visite en Chine, Emmanuel Macron plaide pour un «rééquilibrage» des relations commerciales Renault, Forvia, Orano : quand les groupes français apprennent en Chine L'exemple le plus spectaculaire est celui du secteur automobile. Renault a ouvert l'an dernier à Shanghai un centre de développement dédié à l'électrique. Objectif : apprendre auprès des meilleurs ingénieurs chinois. Le résultat est plus que concret, puisque la nouvelle Twingo électrique, produite en Europe mais développée en Chine, a été conçue deux fois plus vite que les standards européens. Même dynamique pour l'équipementier automobile Forvia, qui travaille avec le géant chinois BYD, devenu premier constructeur mondial de voitures électriques. Ou encore le groupe français Orano, désormais associé au chinois XTC dans l'extraction et le traitement de métaux critiques. Ces exemples illustrent le renversement stratégique en cours. Ce sont désormais les industriels français qui viennent chercher des méthodes, des technologies et un tempo industriel en Chine – ce que certains appellent désormais le « China speed ». À lire aussiBYD dépasse Tesla: comment le géant chinois des voitures électriques conquiert le monde Une stratégie à double tranchant La France veut bien sûr préserver sa souveraineté industrielle. Mais Pékin y voit aussi son intérêt. En partageant certaines technologies, la Chine maintient son accès au marché européen, dans un contexte de tensions commerciales croissantes. Ces collaborations permettent aussi à Pékin de sécuriser des partenariats scientifiques, la France et l'Europe restant des leaders en publications de recherche, ce qui demeure un atout stratégique pour la Chine. Enfin, Pékin cherche à diversifier ses alliances face aux États-Unis et à montrer qu'elle peut être un partenaire – pas seulement un concurrent. Mais la France n'est pas seule sur les rangs. La compétition ne se joue plus uniquement entre l'Europe et la Chine. Elle se joue au sein même de l'Union européenne. Hongrie, Espagne et d'autres pays cherchent, eux aussi, à attirer les investissements chinois. Et dans cette course, chacun veut obtenir sa part du savoir-faire technologique venu de Pékin. Reste une question centrale, décisive pour les années à venir : la France parviendra-t-elle à obtenir assez de transferts de technologies pour éviter une dépendance aux filières chinoises ? C'est tout le défi industriel – et géopolitique – des prochaines années. À lire aussiLa Chine est-elle vraiment en train de bousculer l'ordre technologique mondial?

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart BYD KEEPS LEAD AS CHINA NEV SALES HIT NEW RECORDS IN NOVEMBER https://evne.ws/4peTBR7 #1 – BYD https://evne.ws/4rFNYgr #2 – SAIC https://evne.ws/4rFNYgr #3 - GEELY https://evne.ws/4rFNYgr #4 – CHANGAN https://evne.ws/4rFNYgr #5 - CHERY https://evne.ws/4rFNYgr #6 - HIMA https://evne.ws/4rFNYgr #7 - LEAPMOTOR HITS 500,000 SALES EARLY AS REVENUE DOUBLES https://evne.ws/4rFNYgr #8 - ZEEKR GROUP SETS FRESH NOVEMBER DELIVERY RECORD https://evne.ws/3XvrYac #9 - GWM OVERSEAS EV SALES HIT NEW MONTHLY HIGH https://evne.ws/49MBJbj #10 - XIAOMI EV HOLDS ABOVE 40,000 MONTHLY DELIVERIES https://evne.ws/440iCXI NIO NOVEMBER EV DELIVERIES SURGE AS Q4 RECORD LOOMS https://evne.ws/4pCrz1E LI AUTO DOUBLES DOWN ON FLAGSHIP BEV SUV AS ORDERS SURGE https://evne.ws/3KC475F VOYAH SURGES PAST 20,000 MONTHLY EV SALES https://evne.ws/4p7CgcC GEELY GALAXY M9 SURVIVES 18,000 KM EURASIAN TORTURE TEST https://evne.ws/3Y0S6d5

No episódio 310 de Stock Pickers, Lucas Collazo recebe Arthur Carvalho, economista-chefe da TRUXT, para uma conversa urgente sobre o tema que está redesenhando mercados, governos e tecnologia: a disputa entre China e Estados Unidos pela liderança global da inteligência artificial.Com um alerta vermelho no ar, Carvalho explica por que a IA americana, hoje dominada por gigantes como Nvidia, Google, Meta e OpenAI, pode estar entrando em sua fase mais vulnerável desde o início do boom. Do outro lado, a China acelera investimentos, controla cadeias industriais críticas e amplia sua influência em semicondutores, nuvem e modelos de IA proprietários. Além disso, a pergunta que não quer calar: estamos diante de uma bolha? E quais os impactos para o mundo - e o Brasil?Uma conversa estratégica para entender quem tem vantagem hoje, quem pode perder espaço amanhã e o que realmente está em jogo.

- Stella's Filosa Wants EU Regulatory Relief - Audi Updates V6 Diesel - VW AG Looks at Regional Manufacturing Structure - Most Robotaxis Carry 2 People - China Expects 7 Million Exports In 2025 - BYD Hits 3-Month Sales Slump - Investors Worry About China EV OEMs - EU Moves Supply Chains Out of China - VinFast May Add EREVs and Hybrids

- Stella's Filosa Wants EU Regulatory Relief - Audi Updates V6 Diesel - VW AG Looks at Regional Manufacturing Structure - Most Robotaxis Carry 2 People - China Expects 7 Million Exports In 2025 - BYD Hits 3-Month Sales Slump - Investors Worry About China EV OEMs - EU Moves Supply Chains Out of China - VinFast May Add EREVs and Hybrids

Det er meget snart december, og derfor har vi i denne uge udvalgt denne artikel til dig: Politikens Simon Lund og Pernille Jensen anmelder intet mindre end 24 spritnye julesange. Hvem skraber bunden? Hvem får topkarakter? Og er de to musikanmeldere overhovedet enige om, hvorvidt julen er en hyggelig eller en forfærdelig tid? Byd dig selv på en pebernød og lyt med ... ------------ Og husk: Artiklen er bare en af de mange artikler, vi læser op, og som kan høres direkte i Politikens podcast-app, så snart de udkommer. Du skal være abonnent for at lytte med. Og det kan du nemt blive ved at gå ind på politiken.dk/shopSee omnystudio.com/listener for privacy information.

เคยสงสัยไหมว่า ในโลกของการลงทุน อะไรคือเกณฑ์ตัดสินมูลค่าของบริษัทหนึ่งกันแน่ คำตอบแบบกำปั้นทุบดินก็คือ “กำไร” และ “การเติบโต” แต่ถ้าเราลองกางตัวเลขของอุตสาหกรรมยานยนต์ไฟฟ้า หรือ EV ในปี 2025 ดู เราจะพบกับความย้อนแย้งที่น่าเหลือเชื่อ จนอาจต้องตั้งคำถามกับตำราเศรษฐศาสตร์ที่เคยเรียนมา เรื่องราวนี้มีตัวละครเอกอยู่สองฝั่ง ฝั่งหนึ่งคือ BYD ยักษ์ใหญ่จากประเทศจีน ที่เวลานี้กลายเป็นผู้ผลิตรถยนต์ไฟฟ้าที่มียอดขายมากที่สุดในโลก อีกฝั่งหนึ่งคือ Tesla ผู้บุกเบิกจากสหรัฐอเมริกา ที่ครั้งหนึ่งเคยไร้คู่ต่อกร ภาพตัดมาที่ปี 2025 บนกระดานคะแนนยอดขาย BYD กำลังทิ้งห่าง Tesla แบบไม่เห็นฝุ่น ในครึ่งปีแรก BYD ขายรถไปได้ถึง 2.15 ล้านคัน ในขณะที่ Tesla ทำได้เพียง 0.78 ล้านคัน ถ้ามองทั้งปี 2024 ที่ผ่านมา BYD กวาดไประดับ 4.2 ล้านคัน มากกว่า Tesla ถึง 2 เท่าตัว แถมรายได้รวมของ BYD ก็แซงหน้า Tesla ไปแล้วถึง 26,000 ล้านดอลลาร์ ถ้าดูแค่บรรทัดนี้ ใครๆ ก็คงคิดว่า BYD คือผู้ชนะที่แท้จริง และน่าจะเป็นบริษัทที่มีมูลค่ามากที่สุดในโลกยานยนต์ แต่ความเป็นจริงกลับตาลปัตร ในตลาดหุ้น มูลค่าบริษัท หรือ Market Cap ของ Tesla กลับยืนตระหง่านอยู่ที่ระดับ 1.43 ล้านล้านดอลลาร์ ในขณะที่ BYD มีมูลค่าอยู่ที่ประมาณ 130 ถึง 150 พันล้านดอลลาร์ ตัวเลขนี้บอกอะไรเรา มันบอกว่า นักลงทุนให้ค่า Tesla มากกว่า BYD ถึง 7 ถึง 10 เท่า ทั้งที่ขายรถได้น้อยกว่าครึ่งหนึ่ง ทำไมถึงเป็นแบบนั้น มันไม่ใช่แค่เรื่องของความลำเอียง หรือความเชื่อมั่นในตัวบุคคลอย่าง Elon Musk เพียงอย่างเดียว แต่มันคือเรื่องของ “ปรัชญาการทำธุรกิจ” ที่แตกต่างกันอย่างสุดขั้ว ราวกับเป็นคนละศาสนา วันนี้เราจะมาแกะรอยวิธีคิดของสองมหาอำนาจนี้ ว่าทำไมบริษัทหนึ่งถึงเน้นขายแพงเพื่อเอากำไร ในขณะที่อีกบริษัทหนึ่งยอมเฉือนเนื้อตัวเองเพื่อยึดครองโลก และบทสรุปของสงครามครั้งนี้ จะจบลงที่ตรงไหน เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Tesla #BYD #EV #รถยนต์ไฟฟ้า #การลงทุน #หุ้นต่างประเทศ #ธุรกิจ #Technology #ElonMusk #ChinaEV #USStock #เศรษฐกิจโลก #รถจีน #ยานยนต์ไฟฟ้า #วิเคราะห์หุ้น #BusinessCase #StartUp #Innovation #FutureOfMobility #geekmonday #geekforeverpodcast

durée : 00:19:45 - Cultures Monde - par : Mélanie Chalandon, Julie Gacon - Au cœur de la Chine, la ville industrielle de Zhengzhou a vu ouvrir une gigafactory de la marque d'automobiles chinoise BYD. Inaugurée en grande pompe, cette zone industrielle témoigne de la force acquise par la marque depuis quelques années, ainsi que du tournant électrique chinois. - réalisation : Vivian Lecuivre, Margot Page - invités : Enguerrand Armanet Journaliste au Figaro

Wauw, sikke en skøn tid for en lille landsdækkende global og lokal radio. Den står på planlægning frem til hele 2 kæmpe begivenheder d.1.december. Nemlig Nisseafbrændingen i Skuldborg samt premieren for, at r8Dio går på FM. Tak til søren Bybjerg og JFM. Rune, Allan, Emilie, Jonna, Holger, John Frederiksen, Frederik,, James, Klavs og Per Madsen medvirker i dette afsnit. Det er lavet i samarbejde med JFM, BYD, Andel Energi, Pluto TV og forventeligt H&M.Bliv medlem: https://r8dio.dk/bliv-medlem/See omnystudio.com/listener for privacy information.

A Black Friday se tornou o maior teste de estresse para qualquer operação digital e, cada vez mais, a diferença entre perder clientes e aproveitar o pico está na capacidade de escalar, analisar dados em tempo real e oferecer um atendimento realmente humano. No novo episódio do Podcast Canaltech, produzido em parceria com a AWS, conversamos com Alexandre Nardi, Solutions Architect Manager da empresa, sobre como IA generativa, computação em nuvem e análise de dados estão redefinindo o varejo e orientando decisões mais rápidas e eficientes. Ao longo da entrevista, Nardi explica como a AWS ajuda negócios a: Delegar o “trabalho pesado” para a nuvem Escalar ambientes sem risco de queda em picos como a Black Friday Personalizar o atendimento com agentes de IA que usam o tom de voz da marca Transformar dados de estoque, vendas e comportamento do cliente em ações práticas Reduzir custos e aumentar margem usando IA de forma estratégica Utilizar soluções como Amazon Bedrock e Amazon Q Developer no dia a dia O episódio também traz o case da IEL GO, que usou o Amazon Bedrock para acelerar entrevistas e melhorar processos de avaliação de candidatos com apoio de IA generativa, mantendo o especialista humano no centro da decisão. Clique aqui e acesse um E-book com as melhores práticas para a Black Friday e fale diretamente com um especialista da AWS para aplicar essas estratégias no seu negócio. Você também vai conferir: Nova picape elétrica da Ford quer peitar a BYD, Intel revela primeiros detalhes do Wi-Fi 8, companhias aéreas proíbem uso de power banks a bordo, Crianças viram alvo de apps-espiões e Photoshop chega ao Chrome com extensão oficial. Este podcast foi roteirizado por Fernada Santos e apresentado por Fernanda Santos e Adriano Ponte e contou com reportagens de Danielle Cassita, Raphael Giannotti,Jaqueline Sousa e Viviane França, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

1/4  Author Charles Burton Recounts MSS Interrogation; Details Canada's Decade of Failing to Counter Chinese Malign Activity — Charles Burton — Burton recounts his 2018 interrogation by China's Ministry of State Securityregarding his academic research on Chinese political democratization. He asserts that successive Canadian governments have consistently failed to challenge Beijing's malign operations. Burton cites slow responses to Huawei 5G concerns, government secrecy surrounding the Wuhan-Winnipeg laboratory connections during COVID-19, and current resistance to subsidized BYD electric vehicles, which function as surveillance and data collection tools.

SHOW 11-26-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1959 THE SHOW BEGINS IN THE DOUBTS ABOUT STEE WITKOFF FIRST HOUR 9-915 Trump Envoy's Leaked Negotiations Undermine Ukraine Sovereignty; NATO Grapples with Political Will and Manpower Gaps — Colonel Jeff McCausland — Colonel McCausland analyzes leaked details revealing Trumpenvoy Steve Witkoff coaching Russian negotiators and proposing Ukrainian territorial concessions, violating fundamental negotiation principles. McCausland believes the war's continuation is the most probable outcome given these dynamics. McCausland assesses NATO readiness, concluding that while economic components exist, political will remains crucial. He condemns the DoD's attempt to prosecute Senator Kelly for citing Uniform Code of Military Justice (UCMJ) principles. C915-930 CONTINUED Trump Envoy's Leaked Negotiations Undermine Ukraine Sovereignty; NATO Grapples with Political Will and Manpower Gaps — Colonel Jeff McCausland — 930-945 Hyper-Individualism Since 1968 Has Fractured Civic Communion, Demands Rebuilding of Formative Institutions— Richard Reinsch — Reinsch argues that American politics is fundamentally undermined by a culture of hyper-individualism—a concept emerging around 1968—that divorces citizens from duty, sacrifice, and relational belonging. This cultural fragmentation has destroyed "civic communion" and social cohesion. To reclaim the republic, Reinschcontends citizens must actively resist the breakdown of formative institutions and work to restore loyalty and commitment through religion, education, family, and military service. 945-1000 SECOND HOUR 10-1015 China's Property Crisis Deepens as State-Owned Giant Vanke Plunges; Export Model Creates International Friction — Fraser Howie — Howie documents the deepening property market crisis, evidenced by the financial collapse of state-owned developer Vanke. The central government avoids massive bailout commitments, converting acute sectoral problems into chronic structural drags that leave municipal and regional banks dangerously exposed. Howie notes that the government's current strategy—relying on massive export volumes—is generating significant international friction and pushback, as other nations fear being "swamped by cheap Chinese imports" and demand market access reciprocity. 1015-1030 PLA Anti-Submarine Warfare Grows, But Taiwan Conflict Will Immediately Escalate to Total War for Ryukyu Islands — Rick Fisher — Fisher notes that the PLA Navy has invested heavily in advanced anti-submarine warfare (ASW) capabilities. However, Japan maintains a meaningful deterrent margin through its new lithium-battery powered submarines. Fisher warns that China cannot impose an effective blockade of Taiwan without invading and occupying the Sakushima Islands (part of the Ryukyu chain), guaranteeing that any conflict over Taiwan's status will immediately transition into total, wider warfare involving Japan and the United States. C 1030-104C Canada's PM Carney Pursues China Trade Ties Despite Warnings of Beijing's Malign Influence and Elite Capture— Charles Burton — Burton analyzes Prime Minister Carney's efforts to strengthen trade relations with China, potentially to offset escalating tensions with the U.S. Burton suggests Carney assumes China will reward policy concessions by opening its markets, though historical precedent demonstrates China routinely offers empty promises. Burton expresses concern that the government is delaying implementation of a Foreign Influence Registry to appease Beijing, enabling continued espionage, infiltration operations, and the "elite capture" of Canadian policy makers. 1045-1100 China's AI War Planning Focuses on Deception, Raises Global Thermonuclear Risk — General Blaine Holt — General Holt examines China's PLA war planning, which prioritizes using artificial intelligence for grand deception operations. He argues that fifth-generation warfare, leveraging deepfakes and large language models, is potentially more destructive than nuclear weapons. Holt warns that autonomous AI systems adjudicating warfare decisions—analogous to WarGames—represents a probable future scenario. He assesses NATO as "slow and archaic," underscoring the urgent need for advanced indicators, warning systems, and diplomatic frameworks to manage emerging technological threats. THIRD HOUR 1100-1115 Author Charles Burton Recounts MSS Interrogation; Details Canada's Decade of Failing to Counter Chinese Malign Activity — Charles Burton — Burton recounts his 2018 interrogation by China's Ministry of State Securityregarding his academic research on Chinese political democratization. He asserts that successive Canadian governments have consistently failed to challenge Beijing's malign operations. Burton cites slow responses to Huawei 5G concerns, government secrecy surrounding the Wuhan-Winnipeg laboratory connections during COVID-19, and current resistance to subsidized BYD electric vehicles, which function as surveillance and data collection tools. 1115-1130 1130-1145 1145-1200 FOURTH HOUR 12-1215 UK Tax Hikes Reach All-Time High, Fueling Entrepreneur Exodus and Political Turmoil for Labor Party — Simon Constable — Constable reports that the UK Labour budget under Rachel Reeves will raise the aggregate tax burden to an all-time high of 38% of GDP. This approach is viewed as fundamentally anti-business, with over two-thirds of entrepreneurs reporting that the government lacks genuine support for wealth creation and private enterprise. Constable predicts this environment will trigger an exodus of new wealth creators and capital. Constable suggests the resulting political turmoil positions Nigel Farage as a credible contender for future UKleadership. 1215-1230 Sanctions Hit Russian Economy Hard as Middlemen Charge Massive Premiums for Imports and Demand Huge Energy Discounts — Michael Bernstam — Bernstam details how countries including China and Turkey exploit Russia's economic isolation through sanctions. China demands oil discounts of up to $19 per barrel while simultaneously charging an 87% premium for manufactured goods exported to Russia. This arbitrage mechanism has contributed to a severe recession in Russia's civilian economy (5.4% contraction). Russia has increasingly relied on gold reserves to cover government budget deficits and sustain essential spending. 1230-1245 1245-100 AM SpaceX Explosion, Chinese Stranding Highlight Private Space Successes and Major Space Failures — Bob Zimmerman — Zimmerman reports on a SpaceX Super Heavy prototype explosion during testing, emphasizing that engineering failures are vital mechanisms for program advancement and refinement. In stark contrast, the Chinese space program's lack of transparency regarding capsule damage resulted in taikonauts being stranded without functional lifeboat capability—a historic first in crewed spaceflight. Boeing's Starliner manned capsule program was downgraded to cargo-only operations due to persistent technical deficiencies, resulting in substantially reduced contract valuation.

#533 3 Wheels On My Wagon. We discuss trikes, a good or a bad idea, and why don't we see them anymore? Alex goes to China with BYD and Abu Dhabi with A2RL. Plus: McLaren sign Ella Hakkinen. And the Chancellor introduces eVED.

In this episode of Excess Returns, we sit down with Louis-Vincent Gave of Gavekal Research for one of the most wide-ranging and eye-opening conversations we have ever hosted. Louis breaks down how China transformed its economy over the last seven years, why Western observers consistently misunderstand the country's growth model, and what this means for global markets, AI competition, supply chains, currencies, energy, demographics, and the next decade of investing. If you want a clearer picture of China, global macro dynamics, and the forces shaping markets today, this is essential viewing.Topics covered in this episode:• Why Western investors misread China's economy• China's response to the US semiconductor embargo• How China redirected all lending toward industry• The scale and speed of China's move up the value chain• China's EV dominance and the BYD vs. Tesla comparison• The new global deflation and reflation forces• Why China now looks like the US did in 2009• Energy, labor, and industrial competitiveness• China's open-source AI approach vs. America's closed systems• “Hunger Games” capitalism and the impact on investors• Where foreign investors consistently get China wrong• The RMB as the most mispriced major asset• How China's demographics shape policy and markets• Why fears of a Taiwan conflict are overblown• How Louis is positioning for China's next bull marketTimestamps:00:00 China's economic shock and the US semiconductor embargo02:00 What the West gets wrong about China04:00 Competition, local governments, and industrial incentives06:10 China's lending shift: real estate to industry08:00 China's rapid climb up the value chain10:00 BYD vs Tesla and China's engineering surge12:30 The global deflationary shock and US–China tensions15:00 From defense to offense: China's policy pivot17:00 China's reflation and emerging market implications18:20 Scarcity of energy, labor, and time21:00 China's cost advantages vs the US24:00 Comparing AI strategies: open vs closed systems28:00 “Hunger Games” capitalism in China31:30 Investing challenges and opportunities in China34:00 China's new high-tech niche champions37:00 Capital-light Chinese AI vs US capital intensity40:30 Rethinking US-China blocs and global alliances44:00 Why Europe will be torn apart by the next phase45:30 Will China outperform the US over the next decade?47:00 The massively undervalued RMB49:00 China's barbell investment setup50:00 China's demographic crisis and policy response53:00 Taiwan risk: myth vs reality58:00 How Louis could be wrong01:00:40 Louis's contrarian investing belief01:02:00 Louis's one lesson for investors

- Mercedes AMG GT Shows Off Axial Flux Motors - RIP Bollinger Motors - Tariffs Anyone? Audi Q3 Gets $3,900 Price Hike - Tesla Sales Plummet 50% In Europe - Republicans Target U.S. Safety Standards - Li Auto Turns from Profits to Red Ink - Great Wall Eyes European Plant - Leapmotor Enters Brazil and Chile - BYD Brazil Plans Big Capacity Expansion

- Mercedes AMG GT Shows Off Axial Flux Motors - RIP Bollinger Motors - Tariffs Anyone? Audi Q3 Gets $3,900 Price Hike - Tesla Sales Plummet 50% In Europe - Republicans Target U.S. Safety Standards - Li Auto Turns from Profits to Red Ink - Great Wall Eyes European Plant - Leapmotor Enters Brazil and Chile - BYD Brazil Plans Big Capacity Expansion

Plus: Best Buy raises outlook as consumers shrug off tariff costs. And Chinese automaker BYD's European sales continue to grow. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

I know nothing about cars. I don't even know how to drive. So obviously my guest today is freelance motoring journalist and editor of The Redline, Peter Anderson — because a lot has been happening in the auto industry, right? I might learn something.In this episode we talk about cars. Obviously. Especially about the gradual but inevitable shift to electric vehicles. There's the rise of China's auto manufacturing industry, and other countries too, and of course that man and his electric car company and his $1 trillion compensation package.We also discuss contentment and what it means for us, as well as the joy of minimalism, and even bipolar II disorder.Full podcast details and credits at:https://the9pmedict.com/edict/00256/Please consider supporting the podcast by pledging to our seasonal crowdfunding campaign by 10 December 2025.https://the9pmedict.com/summer2025If you miss that deadline then please go to:https://the9pmedict.com/tip/https://skank.com.au/subscribe/

- Ford Assures Shareholders Over Novelis Fire - Ford Launches HD Electrics in Europe - GAC Starts Solid-State Pilot Line - BYD Turns to PHEV Boxer Engine - Changan Buys Hyundai Assembly Plant in China - VW To Launch EREV In China - GM China Previews Future Designs

- Ford Assures Shareholders Over Novelis Fire - Ford Launches HD Electrics in Europe - GAC Starts Solid-State Pilot Line - BYD Turns to PHEV Boxer Engine - Changan Buys Hyundai Assembly Plant in China - VW To Launch EREV In China - GM China Previews Future Designs

This week, Stephen Collins, Chief Operating Officer - BYD Australia & New Zealand joins the Two Blokes. We talk about the new Atto 1 and Atto 2 and their aggressive pricing. As well as what the future long and short term is for BYD as a car brand in Australia. Thanks to NRMA Insurance and Uniden Smart Dashcams, plus, you can be part of the show, thanks to Vodafone, send us a text message on 0477 657 657

Millî Dayanışma, Kardeşlik ve Demokrasi Komisyonu yaptığı oylamada İmralı'ya heyet gönderilmesi kararı aldı. Zelenski, ABD'nin barış planına dair açıklamasında ortaklığı kaybetme riskini vurguladı.Bu bölüm BYD hakkında reklam içermektedir. Dünyanın bir numaralı yeni enerji araç üreticisi BYD, yüksek performanslı, tamamen elektrikli sportif D-SUV modeli BYD SEALION 7'yi Kasım ayında satışa çıkardı. Ayrıntılı bilgiye buradan ulaşabilirsiniz.

NIO reports Q3 2025 earnings on November 25, 2025, just two days away, with the entire market watching whether the company can achieve its first quarterly profit in Q4 2025. This episode examines how Cathie Wood's foundational EV investment thesis is being tested by current lithium carbonate price surges and what it means for NIO's path to profitability.Cathie Wood and ARK Invest built their entire EV bull case on Wright's Law, which states that battery costs decline 28 percent for every cumulative doubling of production volume. This is not time-based like Moore's Law but volume-based, meaning more units produced equals predictably lower costs. In ARK's Big Ideas 2024 report published February 2024, Cathie Wood predicted electric vehicles would reach 74 million units annually by 2030, up from 10 million in 2023, representing a 33 percent compound annual growth rate. The key driver is falling battery costs making EVs cheaper than gasoline vehicles, with ARK projecting 1.4 trillion dollars in annual EV revenue by 2030 and 140 billion dollars in industry EBITDA.However, lithium carbonate prices have surged to 100,000 yuan per ton in November 2025, up 70 percent from 58,500 yuan in June 2025. The most-active lithium carbonate futures contract on Guangzhou Futures Exchange jumped 9 percent in a single session to 95,200 yuan on November 17. Ganfeng Lithium Chairman Li Liangbin predicted that if demand growth exceeds 30 to 40 percent in 2026, supply cannot be balanced in the short term and prices may reach 150,000 to 200,000 yuan per ton, effectively doubling from current levels.Four factors are driving the lithium price surge: First, China's purchase tax exemption for EVs ends December 31, 2025, causing consumers to rush purchases before year-end with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year. Second, energy storage demand is stealing automotive supply with China's energy storage lithium battery shipments reaching 430 GWh in the first nine months of 2025, exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs. Third, supply is stalling with China's lithium carbonate output growth slowing to 1.4 percent in November and the Jiangxiawo mine producing 65,000 tons annually or 6 percent of global supply shut down since August. Fourth, social lithium carbonate inventories declined for 13 consecutive weeks to a record low of 28.1 days turnover versus healthy levels of 45-60 days.In October 2025, Cathie Wood's ARK Autonomous Technology and Robotics ETF purchased 124,523 shares of BYD valued at 1.7 million dollars. BYD now represents 1.06 percent of ARK's combined portfolio at 14.5 million dollars. This is significant because BYD overtook Tesla in global battery electric vehicle deliveries with Q4 2024 deliveries of 595,000 units versus Tesla's 496,000 units. BYD's revenue outpaced Tesla's in 2024 and BYD recently unveiled chargers four times more powerful than Tesla's capable of 5-minute charging. Critically, BYD vertically integrates battery production by manufacturing their own Blade batteries in-house, meaning when lithium prices spike BYD controls their entire supply chain unlike Tesla or NIO who rely on external suppliers.The central question is whether Wright's Law breaks under lithium price pressure. The answer is no but it bends temporarily for four reasons: First, lithium is one input not the entire battery pack which includes cells, battery management systems, thermal management and housing, so even if lithium doubles overall pack costs might only increase 30-40 percent while other components continue declining. Second, oversupply is temporary with global lithium supply projected at 1.7 million tons versus 1.55 million tons demand leaving a 200,000 ton surplus, and as prices rise idle

#podcasters #Tecnología #Noticias #México #iPhone #tendenciasmexico En este episodio repasamos las noticias más llamativas de la semana. Iniciamos con los detalles de la cobertura por robo y pérdida de iPhone en México. Después analizamos el primer "Oscar" de Tom Cruise, los planes de BYD para instalar una planta en México y la salida de ESPN de Disney+. Revisamos una nueva iniciativa en la Cámara de Diputados, el esperado Galaxy TriFold, y los Clips de Mercado Libre que se han convertido en una herramienta clave para vendedores.También hablamos del video viral de Chirey, la nueva memoria de SanDisk, el inesperado regreso de Vine y la caída reciente de las cryptos. Cerramos con una recomendación web para amantes de la música y nuevas series sugeridas por Matuk.Más información de Asus:b2b_mx@asus.comAsus.com/mxKaspersky: https://kas.pr/619nCupón: NosotrosClonesPLAYLIST Rolones: https://acortar.link/syEyR7Liga de Matuk: https://everynoise.com

O Podcast Canaltech visitou o iSOC, o centro de operações da SegurPro que monitora mais de 5 mil pontos em diferentes regiões do Brasil. A estrutura reúne câmeras, sensores, análise de vídeo e equipes especializadas em um modelo de atuação híbrido. No episódio, o repórter Marcelo Fischer conversa com Gustavo Onozato, diretor de Negócio e Tecnologia da SegurPro, sobre como o iSOC evoluiu desde 2020, o papel da inteligência artificial na análise de ocorrências, casos reais de incidentes prevenidos e o uso de dados para apoiar clientes e eventos de grande porte. Onozato também explica como a empresa treina equipes para lidar com novas tecnologias e como os dados se tornaram parte central da operação de segurança. Você também vai conferir: Google abre mentoria global para desenvolvedores de apps, BYD bate 100 mil elétricos no Brasil e assume a liderança, Xiaomi alerta: celulares vão ficar bem mais caros, Magalu e Americanas unem marketplaces antes da Black Friday e fechadura brasileira lê veias da mão e aposenta a digital. Este podcast foi roteirizado por Fernada Santos e apresentado por Marcelo Fischer e contou com reportagens de André Lourentti, Danielle Cassita, Vinicius Moschen, Marcelo Fischer e Leo Muller, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

- UAW Monitor Criticizes Fain's Leadership - Ford Shows Off New Global Headquarters - Audi To Develop SUV On Scout Platform - Tesla Tells Suppliers to Ditch China Content - Chinese Car Exports to Russia Plummet - China's Global Car Exports Soar - Japanese Control of Southeast Asia Car Market Evaporates - BYD Introduces Kei Car for Japan - EV Acceleration Limit Poll Results

- UAW Monitor Criticizes Fain's Leadership - Ford Shows Off New Global Headquarters - Audi To Develop SUV On Scout Platform - Tesla Tells Suppliers to Ditch China Content - Chinese Car Exports to Russia Plummet - China's Global Car Exports Soar - Japanese Control of Southeast Asia Car Market Evaporates - BYD Introduces Kei Car for Japan - EV Acceleration Limit Poll Results

Dette afsnit er for en sjælden gangs skyld et nedslag på to forskellige dage i henholdsvis København og i Skuldborg. Først skal vi en tur med VVIP'erne til bogmesse. Dernæst står den på nissejagt, når Klavs holder møde med Hip hop Vibeke. Årets nisseafbræning kræver nemlige mere end én nisse.Til sidst i afsnittet har teknikchef indkaldt Klavs Bundgaard til et logistikmøde - set fra et privat perspektiv. Afsnittet er lavet i samarbejde med Gyldendal, Andel Energi, BYD, Skuldborg Ældredans samt Pluto TV. Bliv medlem: https://r8dio.dk/bliv-medlem/See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1194: Today we're talking about the next generation of car buyers shaking up the F&I office, Jim Farley's humbling EV teardown that's reshaping Ford's strategy, and BYD's jaw-dropping megafactory in China that's literally larger than San Francisco. Show Notes with links:Born digital and raised on instant access, Gen Z is reshaping how dealerships sell protection, financing, and paperwork. CDK's 2025 F&I Shopper Study shows this generation demands transparency, security, and flexibility at every step.Gen Z buyers are twice as likely to purchase six or more F&I products compared to older generations.They're especially drawn to security and theft protection, with 29% selecting theft protection versus a 23% average.69% finance outside the dealership, often coming pre-approved with online or bank-based loans.Surprisingly, 53% still prefer paper signatures, though a quarter favor a hybrid process.“Dealers who adapt with flexibility, transparency, and security-focused offerings will capture Gen Z's loyalty — and their $12 trillion in future buying power,” the report concludes.Ford CEO Jim Farley says tearing apart Teslas and Chinese EVs was a “shocking” wake-up call that exposed how far traditional automakers must go to stay competitive — and why Ford can't afford to back down from electric vehicles.Teardowns of Tesla's Model 3 showed 1.6 km less wiring than Ford's Mach-E, proving how much efficiency Ford needed to gain.The discovery led Farley to create Ford's Model E division, which lost $5 billion in 2024 — but he stands by the decision: “I knew it was going to be brutal business-wise. But it was important for Ford's EV operations to be accountable to investors.”He's pushing for a culture shift at Ford: “My ethos is, take on the hardest problems as fast as you can and do it sometimes in public because you'll solve them quicker that way.”In a move that redefines the meaning of “mass production,” Chinese automaker BYD is building an EV complex in Zhengzhou so massive it will literally be bigger than the entire city of San Francisco.The Zhengzhou site will cover 50 square miles, surpassing San Francisco's 46.9, and include high-rises, sports facilities, and even housing — a “factory with a city attached to it.”The site will serve as a manufacturing and R&D hub, capable of producing hundreds of thousands of vehicles and components annually.BYD recently overtook Tesla in European EV sales and is aggressively targeting the UK and Japan next, with full European lineup availability by 2028.The project highlights China's strategy to scale vertically and geographically, blending manufacturing, housing, and logistJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thinking to help investors understand why narrative often matters more than numbers in macro investing.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Rupert discusses the British education philosophy: learning to learn rather than narrow vocational training, creating adaptable generalists who aren't limited by having "an amazing hammer where everything has to look like a nail"6:00 - Bearings collapse story: Fresh graduate Rupert spent his entire £400 bonus on a briefcase (still uses it 30 years later) hours before the 250-year-old merchant bank collapsed overnight due to Nick Leeson's derivatives trades11:00 - Key lesson from Bearings: "Things are never as bad as you fear or as good as you would hope" - the "we're so back, it's so over" cycle teaches moderation in expectations and avoiding extrapolation extremes16:00 - The mythology connection: Rupert's father, a military history writer, taught him that "most people don't really have a sense of history beyond about five or 10 years" - understanding cyclical patterns creates edge21:00 - Chinese EV revolution firsthand: Witnessing Mercedes lose luxury market dominance to BYD in China taught Rupert that establishment brands can fall faster than anyone expects when technology shifts33:00 - The generalist advantage: "I'm never baffled or scared of a new product, topic, market or theme" - breadth beats depth when markets constantly evolve and surprises come from unexpected directions45:00 - AI investment paradox: Despite machine learning being used in biotech for years, healthcare hasn't announced breakthrough cycles - this "monkey on my back" makes Rupert question AI hype narratives54:00 - On success: "Success has to be being proud of what you've done, right? And that's not a number. Some of the most miserable people I know are wealthier than God"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Session of the 20th Party Congress and what it reveals about China's evolving growth model — particularly the much-discussed but often misunderstood push against "involution" in key sectors like EVs and solar. Lizzi walks us through the structural incentives driving overcompetition, from local government finance and VAT collection to the challenges of rebalancing supply and demand. We also discuss her recent Foreign Affairs piece on China's manufacturing model, why "overcapacity" is a misleading frame, the unexpected upsides of China's industrial strategy for the global green transition, and what happened at the Trump-Xi meeting in Busan. This is a conversation about getting beyond the binaries and understanding the actual mechanisms — and contradictions — shaping China's economic trajectory.4:43 – What Western reporting missed in the 4th Plenum communique 6:34 – The "anti-involution" push and what it really means 9:57 – Is China's domestic demand abnormally low? Context and comparisons 12:41 – Why cash transfers and consumption subsidies are running out of steam 15:00 – The supply-side approach: creating better products to drive demand 18:33 – GDP vs. GNI: why China is focusing on global corporate footprints 20:13 – Service exports and China's ascent along the global supply chain 24:02 – The People's Daily editorial on price wars and profit margins 27:31 – Why addressing involution is harder now than in 2015 29:56 – How China's VAT system incentivizes local governments to build entire supply chains 33:20 – The difficulty of reforming fiscal structures and local government finance 35:12 – What got lost in the Foreign Affairs editing process 38:14 – Why "overcapacity" is a misleading and morally loaded term 40:02 – The underappreciated upside: China's model and the global green transition 43:14 – How politically potent deindustrialization fears are in Washington and Brussels 46:29 – Industry self-discipline vs. structural reform: can moral suasion work? 50:15 – BYD's negotiating power and the squeeze on suppliers 53:54 – The Trump-Xi meeting in Busan: genuine thaw or tactical pause? 57:23 – Pete Hegseth's "God bless both China and the USA" tweet 1:00:01 – How China's leadership views Trump: transactional or unpredictable? 1:03:32 – The pragmatic off-ramp and what Paul Triolo predicted 1:05:26 – China's AI strategy: labor-augmenting vs. labor-replacing technology 1:08:13 – What systemic changes could realistically fix involution? 1:10:26 – Capital market reform and the challenge of decelerating slowly 1:12:36 – The "health first" strategy and investing in peoplePaying it forward: Paul TrioloRecommendations: Lizzi: Chokepoints: American Power in the Age of Economic Warfare by Edward Fishman Kaiser: Morning Coffee guitar practice book by Alex RockwellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of The Everything Electric Podcast, Robert Llewellyn speaks with Sajid Hasan, Chief Product Officer for BYD Australia and New Zealand, about BYD's meteoric global growth, breakthrough EV technology, and why Australia is one of the most important proving grounds for the future of electric mobility.   From BYD's LFP Blade Battery and DMO Super Hybrid platform to the rollout of 1-megawatt "flash chargers" capable of adding 400km in just five minutes, Sajid reveals the innovations driving the brand's incredible success — and how they're changing the automotive industry forever.   Robert also discovers how BYD has overtaken Tesla in EV sales in Australia, achieved millions of NEV deliveries worldwide, and is pioneering Vehicle-to-Grid (V2G) technology that can turn your EV into a mobile power plant for your home.   0:00:00 - Introduction 0:00:47 - Sajid Hassan, BYD Australia& New Zealand 0:01:03 - Australia as an EV "Test Bed" and Export Market 0:01:43 - BYD's History and Global Scale 0:03:46 - The Staggering Size of BYD 0:05:06 - Why Right-Hand Drive Australia is a Key Market 0:06:33 - Australia as a Competitive "Proving Ground" 0:08:00 - Australia's Imported Car Market & Rise of Chinese Brands 0:10:45 - The Everyday User Experience: BYD Owners Who Just Drive 0:11:48 - EV Adoption Rate and Achieving Price Parity in Australia 0:12:59 - Battery Longevity, Vehicle Warranty, and Consumer Fears 0:14:04 - Deep Dive: The Benefits of BYD's LFP Blade Battery 0:14:50 - BYD: A Battery Company That Started Making Cars 0:15:37 - BYD's Vertical Integration (Semiconductors, Mines, etc.) 0:16:03 - The Future: V2G & Cars as "Mobile Power Plants" 0:16:46 - BYD's V2G Trial with Origin Energy and Amber in Australia 0:18:41 - Legislative Barriers Slowing V2G Adoption 0:20:49 - BYD's EV Sales Leader Status in Australia (vs. Tesla) 0:21:56 - The BYD Shark Ute and the DMO Hybrid Platform 0:23:19 - Explaining the "Electric First" DMO Super Hybrid 0:27:43 - The BYD Shark's Initial Success in the Ute Segment 0:28:31 - Addressing the PHEV Charging Misconception 0:30:35 - Servicing and the Legacy Dealership Model 0:31:59 - BYD's Rapidly Expanding Dealership Network (80+ Sites) 0:32:26 - Lower Maintenance Costs of Electric Vehicles 0:34:36 - The Future of Charging: BYD's 1 Megawatt "Flash Chargers" 0:35:54 - 400km Range in 5 Minutes: Charger Speed Comparison 0:37:02 - How Large Battery Packs Support Megawatt Charging 0:38:07 - Which Future BYD Model Will Get Megawatt Charging? 0:38:46 - The Quiet Revolution on China's Streets 0:41:41 - The Challenge of Loud ICE Vehicles in Australia 0:43:25 - Shifting Consumer Attitude and the "First Drive" Effect 0:44:39 - The Synergy of Solar Panels and EVs in Australia 0:46:50 - Have EV Costs Reached a Plateau? Battery Chemistry's Role 0:49:03 - Levelling Up: More Tech, Range, and Luxury for the Same Price 0:50:32 - Final Thoughts: The Pace of Evolution in the Auto Industry   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show   Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow   Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff   Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow   Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0   Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/   Visit: https://FullyCharged.Show   Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric   To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show   Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026 EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026   #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #byd #tesla #australia

Plus: Chinese automaker BYD posts disappointing earnings amid intense competition and regulatory pressure. And Universal Music Group signs a deal with AI music startup Udio. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices