{"id":44370,"date":"2025-12-25T08:24:22","date_gmt":"2025-12-25T08:24:22","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=44370"},"modified":"2025-12-25T08:24:22","modified_gmt":"2025-12-25T08:24:22","slug":"bydnin-kari-uc-yil-sonra-ilk-kez-dustu","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2025\/12\/25\/bydnin-kari-uc-yil-sonra-ilk-kez-dustu\/","title":{"rendered":"BYD’nin k\u00e2r\u0131 \u00fc\u00e7 y\u0131l sonra ilk kez d\u00fc\u015ft\u00fc"},"content":{"rendered":"

\u00c7inli elektrikli ara\u00e7 \u00fcreticisi BYD, Cuma g\u00fcn\u00fc a\u00e7\u0131klad\u0131\u011f\u0131 \u00e7eyreklik k\u00e2r\u0131nda y\u00fczde 30\u2019luk bir d\u00fc\u015f\u00fc\u015f bildirdi. Bu, \u00fc\u00e7 y\u0131ldan uzun s\u00fcredir g\u00f6r\u00fclen ilk \u00e7eyreklik gerileme oldu. Bu durum, piyasa pay\u0131 m\u00fccadelesinde lider konumda olan \u015firketlerin bile g\u00fcvence alt\u0131nda olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. \u015eirketin hisseleri, Pazartesi g\u00fcn\u00fc Hong Kong\u2019da y\u00fczde 8\u2019e kadar azalsa da ard\u0131ndan kay\u0131plar\u0131n\u0131 biraz toparlad\u0131.<\/p>\n

BYD\u2019nin yurt d\u0131\u015f\u0131 sat\u0131\u015flar g\u00fc\u00e7l\u00fc olmas\u0131na ra\u011fmen, 30 Haziran\u2019a kadar olan \u00fc\u00e7 ayl\u0131k net geliri 6,36 milyar yuan (892 milyon dolar) olarak ger\u00e7ekle\u015fti ve piyasa beklentilerinin alt\u0131nda kald\u0131.<\/p>\n

Yap\u0131lan indirimler, BYD\u2019nin br\u00fct k\u00e2r marj\u0131n\u0131 2024\u2019\u00fcn ilk yar\u0131s\u0131ndaki y\u00fczde 18,8\u2019den y\u00fczde 18\u2019e d\u00fc\u015f\u00fcrd\u00fc.<\/p>\n

\u015eirket, k\u00e2r bask\u0131s\u0131n\u0131n sekt\u00f6rdeki yanl\u0131\u015f uygulamalar ve a\u015f\u0131r\u0131 pazarlama nedeniyle ortaya \u00e7\u0131kt\u0131\u011f\u0131n\u0131 belirtti. BYD, 2023\u2019ten bu yana \u00e7ok say\u0131da fiyat indirimi uygulayarak fiyat sava\u015flar\u0131n\u0131n ba\u015f\u0131n\u0131 \u00e7eken \u015firketlerden biri oldu.<\/p>\n

BYD\u2019nin bu durumu, global geni\u015flemesinin h\u0131z kazand\u0131\u011f\u0131 d\u00f6nemde s\u00fcrpriz oldu. \u015eirket, Brezilya, Avustralya, Singapur ve Avrupa\u2019n\u0131n baz\u0131 b\u00f6lgelerinde \u00f6nemli ilerlemeler kaydetti. Hong Kong, Makao ve Tayvan hari\u00e7 yurt d\u0131\u015f\u0131 gelirleri, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re ilk alt\u0131 ayda y\u00fczde 50 artarak 135,4 milyar yuana ula\u015ft\u0131.<\/p>\n

\n

Hissedarlara ait net k\u00e2r\u0131n art\u0131\u015f h\u0131z\u0131 da yava\u015flad\u0131. Bu, k\u00e2rl\u0131l\u0131\u011f\u0131n bask\u0131 alt\u0131nda oldu\u011funa dair ba\u015fka bir i\u015faret. Bor\u00e7lanma, ge\u00e7en y\u0131l sonundaki 28,6 milyar yuandan 39,1 milyar yuana y\u00fckseldi.<\/p>\n

\u015eirketin ara\u015ft\u0131rma ve geli\u015ftirme harcamalar\u0131 da h\u0131zl\u0131 bir \u015fekilde art\u0131yor. BYD, uzun vadeli stratejisinin bir par\u00e7as\u0131 olarak bataryalar, elektrifikasyon ve ak\u0131ll\u0131 teknolojiler gibi temel alanlarda harcamalar\u0131n\u0131 art\u0131r\u0131yor.<\/p>\n

Y\u0131ll\u0131k sat\u0131\u015f hedefin alt\u0131nda kalabilir <\/b><\/p>\n

Morgan Stanley analistlerinden Tim Hsiao\u2019ya g\u00f6re, \u201cGod\u2019s Eye\u201d geli\u015fmi\u015f s\u00fcr\u00fcc\u00fc destek sistemi dahil malzeme maliyetlerindeki art\u0131\u015f da marjlar\u0131 zay\u0131flatt\u0131.<\/p>\n

B\u00fcy\u00fcme h\u0131z\u0131n\u0131n yava\u015flamas\u0131, \u015firketin sekt\u00f6r\u00fc sarsan bir giri\u015fimden global bir dev haline ge\u00e7i\u015fi s\u0131ras\u0131nda daha s\u00fcrd\u00fcr\u00fclebilir olabilir. \u00c7in Auto Market verilerine g\u00f6re, Temmuz ay\u0131nda ara\u00e7 sat\u0131\u015flar\u0131ndaki ortalama indirim \u00f6nceki aya g\u00f6re hafif\u00e7e d\u00fc\u015ft\u00fc.<\/p>\n

Bloomberg Intelligence analisti Joanna Chen\u2019e g\u00f6re, BYD\u2019nin ikinci yar\u0131 k\u00e2r marj\u0131 ikinci \u00e7eyrekteki zorlu d\u00f6nemden toparlanabilir, ancak yerel pazardaki yo\u011fun rekabet nedeniyle 2024 seviyesinin alt\u0131nda da kalabilir. \u00c7in talebinin, yeni enerji ara\u00e7lar\u0131 vergisinin artaca\u011f\u0131 d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte y\u00fckselmesi bekleniyor ve y\u0131ll\u0131k sat\u0131\u015f 5 milyona ula\u015fabilir. \u015eirketin hedefi ise 5,5 milyon seviyesindeydi.<\/p>\n<\/div>\n<\/p>\n

<\/p>\n

Kaynak :\u00a0https:\/\/www.bloomberght.com\/3-yildan-uzun-suredir-byd-kri-ilk-kez-dustu-3756091<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

BYD Cuma g\u00fcn\u00fc \u00e7eyreklik net k\u00e2r\u0131n\u0131n y\u00fczde 30 d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klad\u0131. Bu, \u00fc\u00e7 y\u0131ldan uzun bir s\u00fcre i\u00e7indeki ilk d\u00fc\u015f\u00fc\u015f\u00fc oldu.<\/p>\n","protected":false},"author":1,"featured_media":44371,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[296],"manset":[],"class_list":["post-44370","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-kar"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/44370","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=44370"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/44370\/revisions"}],"predecessor-version":[{"id":44372,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/44370\/revisions\/44372"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/44371"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=44370"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=44370"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=44370"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=44370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}