GEELY AUTOMOBILE - jetzt hat es einer bemerkt (Seite 1635)

[nanomarc]

Zitat von BriBumer: es kommt ja immer auf den einstiegszeitpunkt an:P

Liebe Fire72 und Bribumer, Eure Meinungen in allen Ehren, aber was ihr da schreibt, zeugt - nach meiner Meinung - von wenig Erfahrungen von Aktien.

Den besten Satz in diesen Beiträgen hat BriBumer verfasst:"es kommt ja immer auf den einstiegszeitpunkt an". Bravo! Mit dieser Einstellung liegst du richtig. Aber für die Umsetzung stehen dir manchmal die Emotionen im Weg. Nur mal als Hinweis.

Freut euch doch über eure Gewinne bei Geely; sie seien euch herzlich gegönnt! Aber auch die schönste Glückssträhne hat bei Aktien itgendwann sein Ende (außer bei Coca-Cola bisher).

Dass es bei Geely nicht mehr so schön aufwärts geht, sieht doch ein Blinder mit dem Krückstock. Schaut euch den Geely-Chart noch mal an: Was seht ihr am Ende des Verlaufs? Richtig, er ist Richtungslos und pendelt nur auf und ab. Seitwärts ist der Verlauf, schon eine Weile.

Was kann das nur bedeuten? Richtig, die Investoren wissen nicht, ob der Erfolg bei Geely weitergeht oder ob Geely - trotz guter Verkäufe (siehe die vielen Beiträge von Fire72) - keine Puste für eine weitere Leistungssteigerung hat. Was nimmt Geely die Puste? Die Margen werden kleiner in dem Konkurrenzkampf, weil zu viel Autos hergestellt werden: Über den für Geely so lukrativem Verkauf seiner SUVs sind wir schon aufmerksam geworden (siehe einige Beiträge vorher!) und die Analystin hat erschreckt alle diese Hersteller auf "underperform" herabgestuft. Meint ihr nicht auch, dass diese Entscheidung nicht jeweils das Gesamtfeld des Unternehmens berücksichtigt hat? Ja, Analysten eben. Aber, was wäre, wenn es plötzlich insgesamt viel zu viele Benziner gebe? Nämlich, weil viele Leute lieber E-Autos fahren wollen? Dazu stellt Sangonr1 richtig fest (siehe Beitrag 803): mangelnder Reingewinn bedeutet fallende Kurse. OK, das ist etwas einfach gedacht, weil auch die Aussichten für ZUKÜNFTIGE Gewinne eine Rolle spielen. Eine gewichtige Rolle!

Man kann es wenden, wie man will: Auf den Fortschritt der E-Mobilität kommt es an!!! Hier rüber habe ich schon viel hier geschrieben. Wer es lesen wollte, weiß welch erstaunlichen Fortschritt es in China gegeben hat: Wie ein Start eines E-Autos! .... und dann kam noch der Paukenschlag bei Tesla .... Den konnte "niemand" auf der Welt überhören!

Ist es nun schwierig vorauszusagen, wie sich der Geely-Kurs in Zukunft entwickeln wird? - Wie sagte der alte Börsenguru? Gewinnmitnahmen waren fast nie ein Fehler, wenn man BriBumers Weisheit befolgt: "es kommt ja immer auf den einstiegszeitpunkt an", ist man ja nur noch eine nanomarc vom Erfolg entfernt. Viel Glück!

[Fire72]

Scheint wohl ein kostenpflichtiger Artikel zu sein, aber aus dem, was ich kopieren konnte lässt sich gut herauslesen, dass die LONDON-Taxis in China langsam "Fuss" fassen ....

"Black cabs to be first off the rank in China

The Chinese carmaker Geely has signed an £8.4 million contract for 500 black cabs.

Emily Ford Shanghai
Last updated at 4:59PM, August 9 2013

Black cabs could soon be plying their trade on the streets of China’s ancient capital, Nanjing, under a deal agreed with the London Taxi Company.

Geely, the Chinese automotive company that rescued the taximaker’s owner, Manganese Bronze, from bankruptcy last year, has struck an 80 million yuan (£8.4 million) contract for 500 black cabs in the eastern city, which is home to 7 million people...."

http://www.thetimes.co.uk/tto/business/industries/engineerin…

[Fire72]

Hier ein ergänzender Text zu den Elektromobilitätsplänen der Stadt Hangzhou und KANDI/Geely ....

"Kandi Technologies Reports the Progress Update on Hangzhou's Public EV Sharing System
By GlobeNewswire, August 09, 2013, 09:56:00 AM EDT
Vote up

JINHUA, China, Aug. 9, 2013 (GLOBE NEWSWIRE) -- Kandi Technologies Group, Inc.(the 'Company' or 'Kandi') (Nasdaq:KNDI), today announced that the construction of pure EV smart vertical parking and charging facilities for public EV sharing system (the 'Project') is right on schedule. According to the updated progress report, there will be five pure EV smart vertical parking and charging facilities completed in the coming September. By the end of 2013, 30-40 pure EV smart vertical parking and charging facilities are expected to be built in Hangzhou City. In a year from now, 5,000 to 10,000 Kandi pure EV 'JNJ6290EV' model and Kandi-Geely co-developed Brand 'JL7001BEV' will be deployed in Hangzhou City based on the progress.

On August 8th, 2013, Mr. Dangqi Zhu, Mayor of Xihu District, Hangzhou City along with his delegation group: Executive Deputy Mayors of Xihu District Mr. Fei Tan and Mr. Weibing Zhou and other government officials of Xihu District visited Zhejiang Kandi Electric Vehicles Co., Ltd. ('the "JV Company") to check on the public EV sharing project. The second local government delegation's visit after Ms. Lihua Wang Party Secretary of Xihu District, Hangzhou City visited on July 24th, 2013.

Mayor of Xihu District, Mr. Dangqi Zhu and his delegation group visited the first pure EV smart vertical parking and charging facility, then came to the headquarter office of the JV Company in the district. Mr. Xiaoming Hu, the Chairman of Kandi & the General Manager of the JV Company provided a detailed introduction on the Hangzhou public EV sharing system and the progress updates. Mr. Hu is confident the 5,000-10,000 Kandi brand EVs will be deployed within a year.

During the meeting, Mr. Dangqi Zhu spoke highly of the project implementation and believed it will provide the citizens more convenient commuting environment. The project will also make urban transportation different. Mr. Zhu added in his final remarks, "our government will continue to provide the best support to Kandi to ensure the successful execution of the Hangzhou public EV sharing system. We hope Xihu District becomes a national model of "Green transportation, Intelligent China."

Mr. Xiaoming Hu expressed the appreciation for Mr. Zhu's visit and the delegation group's acknowledgment on the Project, commenting, "We are extremely confident to achieve the goal of "Green Transportation, Intelligent China" starting in Xihu District.""

http://www.nasdaq.com/press-release/kandi-technologies-repor…

[Fire72]

Ergänzend zum deutschen und recht kurzen Beitrag über Volvos Zukunft, hier ein wesentlich ausführlicher, leider aber in englisch gehaltener Text...lohnt sich aber, meine Meinung ....

"Volvo Vehicles: The Next Generation
Scalable Product Architecture Tops Future Tech List

Things at Volvo have been pretty quiet since its sale to Geely Automobile wrapped up. Volvo says the silent treatment was a side effect of the sale, which froze R&D funding. Now everything is back in full-swing, but there's a lot of catching up to do and lost time to be made up. Luckily, Volvo says its new owner isn't looking for easy profits, but instead is in it for the long haul. We hope that means that while the next generation of Volvos is behind schedule, it'll be worth the wait.

Of the many things Volvos kept quiet is its essential new Scalable Platform Architecture (SPA), which will underpin all new Volvos. As the straightforward name implies, it's a common vehicle architecture that is scalable in just about every dimension, so it can be used to build everything from small cars to large sedans to crossovers and SUVs. Like many automakers, Volvo is switching to a common architecture to reduce complexity and cost by using common parts across multiple vehicles. There's also the minor fact that Volvo no longer has access to Ford platforms.

SPA more than just a frame that can be blown up or shrunk down to fit a need. Volvo is designing in a number of features that will allow SPA to serve every function it can think of. For example, the frame will be designed with hybrid and electric powertrains in mind, so Volvo won't have to reengineer half the car to make room for a battery. Volvo wants to bring electrification and plug-in hybrid technology to more vehicles in its lineup, so it's crucial SPA be ready to handle it. This also means that SPA's rear suspension will be designed to accommodate electric motors, much the way the V60 Plug-in Hybrid works today. What's more, SPA will also be able to accommodate Volvo's experimental Flywheel KERS hybrid unit if it ever makes it to production.

It goes beyond just hybrid technology, too. Volvo says SPA has been designed for all levels of electrification, from simple engine start/stop systems to hybrids and all the way to pure electric vehicles, which means room not only for batteries and electric motors, but also on-board chargers and all those big, bulky electrical cables.

One thing you won't find in SPA is accommodations for big engines. Volvo discontinued its 4.4L V-8 two years ago, partly for monetary reasons and partly for green reasons. While Volvo says it plans to downsize its engines, part of the V-8's demise was low sales. Yamaha, which built the engine under contract for Volvo, wanted to increase production so it could improve its profit margin on the engine, but Volvo didn't see demand to support it, so the contract was ended. This was a harbinger, as Volvo later announced plans to develop an all-new engine family and transition all its vehicles to turbocharged four-cylinder power only. Volvo promises that the new engines will be able to offer greater performance than its current six-cylinder engines as well as better fuel economy. That doesn't mean, of course, that those four-cylinder gasoline and diesel engines will be doing all the work themselves. As noted above, electrification features big.

The other half of the SPA equation is Volvo's hallmark: safety. Volvo was testing for the tough new 25-percent offset frontal impact crash test long before the Insurance Institute for Highway Safety decided to pick it up. You can be sure that protection will be built into SPA, as well as every other current Volvo feature. Things such as the camera-based City Safety system will continue to detect pedestrians and attempt to avoid rear-end and other collisions, and now they'll do more.

One of the first new safety technologies to roll out on SPA is Pedestrian Detection in the Dark. Not content to keep you from mowing down jaywalkers during the day, Volvo's got a new, higher-resolution camera that can pick out pedestrians in the dead of night to reduce collisions by 25 percent. It starts with blinking lights and audible warnings to get the driver's attention, and if that doesn't work, the system will wait until a collision is almost unavoidable before slamming on the brakes in order to give the driver as much time as possible to react.

Another feature made possible by that hi-res camera is Road Edge and Barrier Detection. Working in combination with a radar unit, it will scan the sides of the road and look for changes in color, texture, and contrast to determine where the edge of the road is and if there's a barrier. So long as there's a sharp contrast, the system works, so it could work on dirt roads. Should the driver begin to drift towards the edge of the road, the car will apply a gentle force to the electric power steering rack to steer slightly away from the edge and keep the car running parallel with the edge of the road. If you make a sharper turn towards the edge of the road or a wall, the system will engage both the steering and the brakes to prevent a collision and keep you on the road.

But wait, there's more. While it won't roll out initially, Volvo also is programming its camera to recognize large animals such as moose and deer. After all, hitting an 1100-pound moose at 60 mph has roughly the same effect as dropping an 1100-pound weight on your hood and windshield from the top of a 10-story building. It does some serious damage. Unfortunately, animals are naturally camouflaged and blend into the background, making them harder for the camera to pick out. The intent of the technology then is to, at minimum, reduce the speed at the time of impact. Volvo says the threshold for serious injury is 50 mph, so the goal is to have the camera recognize the animal far enough out that it can auto-brake the car from freeway speeds to under 45 mph before impact.

That's the easy stuff. Volvo's got more ideas that are much farther out, but eventually headed to production. By 2016, the company is hoping to debut wireless car-to-car and car-to-infrastructure communication using Wi-Fi and 3G/4G. This would allow vehicles to communicate with one another and warn about things such as sudden braking ahead, a slippery road on the route, a broken-down car on the shoulder, and more. When talking to infrastructure, the car can display a red light timer in the instrument cluster so you know when it's about to turn green. Once it goes green, a green dot will appear in the digital speedometer over the speed you should travel in order to hit the next light just before it goes green as well. The more cars and infrastructure there are sharing data, the better traffic can flow and, possibly, fewer accidents will occur.

While Volvo has working autonomous car technology now, it doesn't expect to market a truly autonomous car until at least 2020, partly in order to perfect the technology and partly to ease customers into the idea. Using its hi-res camera, radar cruise control, and electric power steering, Volvo has developed what it calls Active Cruise Control with Steering Assist. Like most Adaptive Cruise Control systems, it will track the car in front of you and slow down or speed up as needed, all the way to the point of stop-and-go traffic. It can also do the steering for you, because let's be honest, you don't do much steering in traffic. With the radar watching the car ahead and the camera watching the car ahead, the lane markings, and the side of the road, your car will follow the guy in front of you at low speeds, say under 20 mph. As the technology develops, the car will eventually be able to drive itself at all speeds by transitioning from following the car ahead to watching the lane markings in order to steer itself, the same way you do. All you have to do, meanwhile, is keep a hand on the steering wheel (it can tell when you're holding on by the torque the weight of your hand and arm exerts on the steering wheel) and keep an eye on the road. The computer will make sure the car doesn't change lanes, take an exit, or follow a driver asleep at the wheel right off the road. It's a very odd sensation at first, but in less than a minute I found myself completely at ease with the prototype driving itself while I chatted with the engineer in the front seat.

The car also could park itself. A video of this feature is already available online, but it works like this: The driver gets out of the car at the entrance of a parking lot and uses a smartphone app to tell it to park itself. The driver goes off about his or her business while the car looks for a spot and parks itself. When the driver is ready to leave, he or she uses the app to tell the car to come back. The pickup and drop-off points don't necessarily have to be the same, which means parking lots could have designated drop-off and pickup areas. Ideally, parking lots would also have monitors that keep track of where the open spaces are, so the car isn't wandering around waiting for someone to leave. While the car is parking itself, it uses its cameras, radar, and ultrasonic sensors to watch for pedestrians and gently brakes to avoid startling anyone. It also never drives more than 7 mph in case someone walks out or pulls out in front of it.

The first SPA vehicle out the door will be the all-new XC90 SUV, due at the end of 2014. Being SPA-based, it'll include the potential for all these new technologies, though which exact ones we can't say for certain. Right now, Volvo promises it will feature Pedestrian Detection in the Dark and Road Edge and Barrier Detection at launch, with Animal Detection possibly following soon after. With Road Edge and Barrier Detection comes the first step in autonomous steering, though only for collision avoidance at this point. Expect more on that in the future. It's hard to say what will power the new XC90, but given that Volvo announced in May that it had begun production of its new four-cylinder engines, expect something small and turbocharged under the hood and maybe some kind of alternative powertrain."

http://www.motortrend.com/features/consumer/1307_volvo_scala…

[Fire72]

Hi Bri ,

am einfachsten ist es, wenn man sich die Chartentwicklung auf den Daten hier von Wanschaut ....Handelsplatz: Frankfurt

Geely ist demnach 2004 in der 50 KW mit 0,04 € gestartet. BYD ist in der 16 KW 2007 mit 3,65 € gestartet.....

Nun muss man kein Raketeningenieur sei, um zu erkennen, welche Aktie sich bis heute besser entwickelt hat .....

[BriBumer]

Antwort auf Beitrag Nr.: 45.223.107 von Fire72 am 10.08.13 15:13:12

es kommt ja immer auf den einstiegszeitpunkt an:P

aber wie gesagt grob gesehn finde ich fährt man mit Geely besser.

Soll jetzt nicht heißen das BYD schlechter sein muss. Ist für mich zur zeit halt keine interessante option.

Deswegen warte ich gerade bei geely nochmal auf einen kurs von wenigstens 33 cent um noch nachzulegen.


Dank nanomarc habe ich mich die letzten wochen wirklich stark mit BYD befasst. und ehrlich gesagt als ich weniger über BYD wusste. war für mich der wert interessanter. jetzt ist der wert für mich eher eine art explorer.

Die chancen das alles gut geht stehen 50%/50%

zu mindest nach meiner ansicht

[Fire72]

Antwort auf Beitrag Nr.: 45.217.577 von BriBumer am 09.08.13 15:08:58

Achso Bri,

ich habe BYD und GEELY seit dem 01.04.2011 hier bei WO in der Beobachtungsliste. Zum 09.08.2013 hat BYD ein PLUS von 15% und GEELY ein PLUS von 30% ....

[Fire72]

Servus Geelianer ,

liest sich von Volvo doch ganz gut ....

"Auto Kein Stein bleibt auf dem anderen
00:00 Uhr

Motoren, Design, XC: Was Volvo so plant.

Über 4000 Veränderungen sind es insgesamt bei den Baureihen V40, S60, V60, V70, XC 70 und S80. Für den neuen Jahrgang 2014 hat Volvo die größte Modellüberarbeitung der Unternehmensgeschichte gestartet. Und ab 2015 soll der Gasdrehgriff noch ein Stück weiter aufgedreht werden. Dann startet das erste unter dem chinesischen Besitzer Geely komplett neu entwickelte Modell; der XC 90.

Die neue variable und zugleich leichte Fahrzeugarchitektur – im Prinzip so eine ähnliche modulare Plattform wie bei VW, die viel Geld spart – ist im schwedischen Forschungszentrum Torslanda entwickelt worden, das der ehemalige BMW- Manager und Ex-Opel-Chef Carl-Peter Forster leitet.

Mutig ist die Entscheidung, sowohl bei Diesel- als auch Benzinmotoren künftig nur noch Vierzylinder einzusetzen. Dafür ist eine neue Generation entwickelt worden, welche die Schweden erstmals auf der diesjährigen IAA in Frankfurt am Main präsentieren werden. Mittelfristig sollen diese Triebwerke, teils im Hybridverbund, die derzeitigen Vier-, Fünf- und Sechszylinder ersetzen.

Ein anderer Deutscher verantwortet seit kurzem das Volvo-Design: Thomas Ingenlath, der bei VW sowie Audi gearbeitet hat und der bei Skoda Chefdesigner war. Das neue nordische Design mit klarer, dabei reduzierterer Formensprache deutet sich bereits bei den 2014er Modellen an. Der XC 90 wird der erste Volvo mit der neuen Designsprache. Auch neu: Künftig soll es von jeder Baureihe eine S-, V- und XC-Version geben.

Die Ziele sind so ehrgeizig wie mutig: 2018 will Volvo mehr als doppelt so viele Autos verkaufen wie heute. Und nach 2020 soll bei Unfällen niemand mehr in einem oder durch einen neuen Volvo sein Leben verlieren. rr"

http://www.tagesspiegel.de/auto/kein-stein-bleibt-auf-dem-an…

[joap]

Ansich kaum zu glauben

""Im Juli Verkäufe der Top-Ten-Automobilhersteller waren: FAW-Volkswagen, Shanghai GM, Shanghai Volkswagen, Dongfeng Nissan, Beijing Hyundai, Ford, Toyota FAW, Dongfeng Peugeot Citroen, Geely und Guangqi Honda, lag der Umsatz 117.700, 10.13 zehntausend, 84200, 60300, 50700, 38300, 33200, 33100, 30700 und 29600. Im Vergleich zum letzten Monat, FAW-Volkswagen, FAW Toyota und Geely, ein leichter Anstieg bei Umsatz, sank anderen Unternehmen. Im Juli verkaufte die zehn Unternehmen 579.100, Buchhaltung für 68,91 Prozent der gesamten Pkw-Verkaufszahlen.""
http://translate.google.de/translate?hl=de&sl=zh-CN&u=http:/…

Allerdings stimmen die Zahlen nicht so ganz.

Gruß joap

[joap]

Antwort auf Beitrag Nr.: 45.218.981 von Fire72 am 09.08.13 17:06:52

Hallo Fire72,
bisher hat Geely, bis auf die ersen Monaten, Umsatzzahlen von etwas über 4000 für GX7/SX7 gehabt. Nehmen wir mal 4500 an, dann wären es im Jahr 54000.
Da wäre also noch Luft bis zur Kapazität von 60000 Einheiten. Ich denke mal das das Problem nicht mit der Erhöhung auf 100000 Einheiten gelöst wird.

Man liest sehr oft vom Radstand.
Mehrere Autobauer bieten in China ihre Langversion an (z.B. Volvo V60L)
Eventuell fehlen den Geely-Autos ja ein Stück

Gruß joap