BYD Becomes Apple Supplier, Shares Rise

 BYD (002594, 1211.HK) said it became one of the 156 suppliers of Apple Inc., triggering sharp gains in its share price and that of BYD Electronic International (0285.HK), reports sina.com.cn, citing a company filing.

BYD Electronic International mainly manufactures and sells handset components such as casings, modules and keypads.

The head of marketing at BYD, Lin Mi, said it supplied core mobile phone components to Apple.

Though Lin said BYD is expanding its business of supplying parts to major information technology companies, he did not disclose the quantity supplied to Apple.

According to Lin, the maker of rechargeable batteries and autos plans to introduce its electric car, e6, into the Hong Kong market in the second half of 2012.

BYD currently sells about 10,000 units of the e6 per month, up from the 7,500 units sold in September 2011, said Lin.

Shares of BYD Electronic International rose 7.56 percent to trade at HK$2.56 per share at 15:29, while BYD was up 7.43 percent to close at 25.3 yuan today.

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比亚迪：战略大调整后逐步步入正常轨迹

去年进入调整期的比亚迪，目前已经逐步步入了正常的运行轨迹。

今年第三季度，比亚迪实现销量9.4万辆，同比增长9.1%。这意味着比亚迪开始显示出向上的发展势头。在汽车销量的同比增长的助推下，第三季度比亚迪的销售收入达到了118亿元，同比增长约10.95%；实现归属于母公司股东的净利润约为7700万元人民币，同比增长约 582.07%。

对于曾经喊出“2015年中国第一”的比亚迪，王传福表示，“2010、2011年的放缓，在比亚迪的历史上，不完全是一件坏事，让我们将这几点做好后，更能实现目标。”

新能源的全线挺进

比亚迪是一个善于做战略的企业，尤其是在新能源的战略布局上。这两年它在产业链的各个方面，基本都做了布局。除了人们熟知的电动车之外，比亚迪还涉及到了太阳能和储存电站，三大领域并成为比亚迪的三大梦想。

王传福表示，在其他的企业里，产品是为开发服务的，而在比亚迪，产品是为战略服务的。“以技术作为支撑，才可以奠定未来，我看得远一点。”

王传福认为，技术是为产品服务的，同时优先为战略服务。

在人们最为熟知的电动车领域，比亚迪开始推行公交优先的策略。在公交电动化上，比亚迪采取了K9加E6的组合，也就是公交电动大巴加电动出租车。

王传福表示，中国现在是120万辆出租车，50万辆公共交通大巴，还不包括长途大巴。按照深圳计算，公交系统的耗油量占到深圳总油量的25%到30%，120万辆的出租车加上50万辆大巴，占总车辆的比例是1%，耗油量和排污量却达到了25%到30%，作为有责任的企业家，如果这一块先搞成电动化，就将大头解决掉了，石油安全解决掉了，城市的污染也迎刃而解。

2010年5月17日，比亚迪e6纯电动出租车首批车辆交付运营。2011年8月始，比亚迪陆续向深圳大运会交付300辆e6，其中50辆大运会服务车，会后全部投入公共交通领域。大运会后，200辆K9也已陆续投入深圳公交系统正式运营。

截至目前，先后在深圳投入公交运营的纯电动e6出租版，累计总行驶里程超过600万公里，单车最高里程超过15万公里，相当于普通私家车6年的行驶里程。

10月26日e6先行者[综述 图片 论坛]上市销售。王传福表示，这证明比亚迪的产业链起来了，“明年还有2000辆大巴，明年和后年是新能源汽车几十亿的销售额，资本市场很愿意看到这样的情况，新能源汽车可以达到几十亿，而不是之前的几亿。”

重心从产能到品质

目前，比亚迪汽车的重心开始由产能转移到了品质上。王传福认为，过去成长得太快，过去强调了底盘的技术，发动机的技术，安全的技术，忽略了老百姓最关心的小问题。现在将国际制造的经验，将IT制造的品质管理调到汽车方面，将汽车的整个品质做好。

比亚迪在国际代工的过程中，本来就是做国际品质的企业，在国际代工产业链中扮演着重要的角色，占有重要的一席之地。王传福认为，比亚迪的品质体系已经受到他们的磨炼，或者是他们的训练。

王传福表示，未来比亚迪汽车将坚持品质与合资品牌一样，动力总成与国际同步，领先电子化。

为了品质的提升，比亚迪收购了日本荻原模具的馆林工厂，王传福表示，收购的目的很简单，不看重设备和产能，主要是因为有日本的技术和工程师，接近一半的工程师放到国内的工厂。通过这种给工人请老师的方式，学习日本的精益生产，快速地提高品质。

他表示，今年年底所有的车，包括F3(乘用车)的品质要达到合资品牌的要求，内部的IQS(全称是Incident Qualification System，意即集成质量系统)控制要小于10%，现在S6(乘用车)做到了，F0(乘用车)做到了，今年要将F3做到。

在品质提升的过程中，比亚迪在坚持垂直整合的同时，加大了零部件的外购。比如雨刷、制动系统等开始和博世合作。相关新闻比亚迪电动车E6成功进入汽车租赁领域比亚迪深圳推电动车e6 在家即可完成充电传统车业务陷减速危机 比亚迪脱困再三年比亚迪：淬炼进行时配送充电柜 店内实拍比亚迪纯电动e6广州车展2012款比亚迪G3[综述 图片 论坛]的“芯”智能显高端 比亚迪G6[综述 图片 论坛]将亮相广州车展比亚迪G6携TID技术参加今年广州车展王传福万字演讲“揭疤”比亚迪比亚迪押宝电动车 作秀还是实干文章标签:比亚迪 比亚迪汽车 比亚迪F3[综述 图片 论坛] 比亚迪F3DM[综述 图片 论坛] 比亚迪f3价格 比亚迪汽车公司 比亚迪汽车报价

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Charlie Munger on Berkshire's BYD Investment

LED Makers Climb as China Plans to Ban Incandescent Light Bulbs

A Chinese plan to phase out incandescent light bulbs is boosting companies that make energy- efficient replacements.

China will ban sales of incandescent bulbs that use 100 watts or more of power starting Oct. 1, 2012, the official Xinhua News Agencyreported today. The ban will be expanded to cover any bulbs that use more than 60 watts in 2014 and to 15 watts in 2016.

Cree Inc. (CREE), a maker of light-emitting diodes, which provide light using less energy than incandescent bulbs, gained 9.7 percent to $30.57 in New York, the biggest jump since Aug. 10. LED-maker SemiLEDs Corp. surged 31 percent and Veeco Instruments Inc. (VECO), a maker of equipment for LED manufacturing, climbed 10 percent, Bloomberg data shows.

Cree, based in Durham, North Carolina, made 36 percent of its sales in Hong Kong and China last year, according to Bloomberg data. Its market share in the world’s most populous country may be as high as 80 percent, according to Piper Jaffray & Co.

“Cree’s limited competition in China is due to most domestic manufacturers remaining at least two to three years behind Cree on technology,” Ahmar Zaman, an analyst at Piper Jaffray inNew York, wrote in a research note today. “This positions Cree well to benefit from an uptick in general lighting demand.”

In addition to the sales ban, China may offer subsidies to encourage purchases of LED lighting, Zaman wrote.

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BYD to build an EV plant in Argentina

BYD Chinese car maker, which also makes batteries, phone handsets and energy storage equipment makes another important step today in conquering world’s electronic vehicle market.

The company announced today the signing of an agreement with the Argentinean government in order to produce electronic vehicles for domestic public transportation.

The Ministry of Economy and Production of Argentina stated that Argentina will be a platform for BYD’s exports in South America, Mexico and rest of the world. Besides this, the country’s lithium natural reserves may have played an important part in BYD’s decision.

Last week, BYD become the first Chinese auto maker with a local branch in North America as it set up its headquarters in New York. Here, the company signed an agreement regarding the manufacturing of e-buses and e-taxies in the United States.

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