BYD COMPANY

$BYD COMPANY(01211.HK)

🚗⚡ Turning the Corner - What BYD’s Q3 Numbers Tell Us 🤔

BYD has released its Q3 financial results, marking the second quarter in a row of accelerating profit growth and a return to double‑digit revenue expansion.

This is fueled by rising quarterly vehicle deliveries and its fast‑growing global presence.

Below is the summary of how the world‑leading EV maker performed this quarter:

📊 Key Q3 Highlights

1️⃣ Revenue jump:

Hit RMB 221.49 billion, up 13.6% year‑on‑year

2️⃣ Higher net profit:

Attributable net profit rose 28.1% year‑on‑year to RMB 10.02 billion

3️⃣ Record vehicle sales:

Q3 deliveries reached 1 323 100 units, nearly 20% higher quarter‑on‑year, led by fully‑electric passenger models

4️⃣ Growing global reach:

Overseas exports totaled 550 700 units, making up around 42% of total Q3 sales volume

5️⃣ Strong cash generation:

Nine‑month operating cash flow climbed 33.3% year‑on‑year to RMB 54.47 billion

6️⃣ Gross margin:

Stood at 18.01%. Larger production volumes helped ease pricing pressure, though the figure came in slightly below market expectations

💡 Key Takeaways & Strategic Drivers

1️⃣ Export‑led momentum:

Global expansion has become a major growth driver, with international sales accounting for more than four out of every ten vehicles delivered in Q3.

2️⃣ Balancing cash flow and spending:

Robust operating cash flow of RMB 54.47 billion continues to fund overseas production and factory expansion, even as quarterly capital expenditure rose to RMB 42.68 billion.

3️⃣ Clear recovery trend:

After a tough stretch from late 2025 into early 2026, Q3 results confirm a steady upward earnings trajectory for BYD.

Do you think there is anything wrong with the fundamentals?

🔎 Please check out the infographic for condense “Q3 Financials and Deliveries Snapshot” and “EV Manufacturer Q3 Performance”.

Not financial and investment advice. Please do your own due diligence 😁.

$BYD COMPANY(01211.HK)

🤖 Meet Xiao Di. BYD’s Sleek New Humanoid Robot Is Coming to Showrooms!

BYD has revealed the design of its very first self-developed embodied AI humanoid robot. Xiao Di stands 1.61 meters tall and weighs 58.5 kg. It is built to move and work naturally alongside people.

Here is what makes it impressive:

• 🦾 31 Degrees of Freedom.

It walks, balances and moves smoothly just like a human.

• 🎯 Precision Hands.

Its hands can repeat movements within 1 millimeter of accuracy. Perfect for operating touchscreens and handling small objects.

• 🗣️ Speaks Many Languages.

It understands and translates across 6 Chinese dialects and 6 foreign languages.

• 🚘 Your New Showroom Guide.

BYD plans to put 2 to 3 of these robots in every dealership. They will greet customers, explain car features, and demonstrate vehicle technology.

BYD is moving beyond electric vehicles and stepping into the future of customer service robotics! ⚡🤖

Source:

1) BYD humanoid robot design emerges as formal debut remains pending - CnEVPost 8 Oct 2026

2) BYD unveils design for humanoid robot aimed at automotive dealerships -Global Sources 11 Oct 2026

Not financial and investment advice. Do your own research and due diligence.☺️

$BYD COMPANY(01211.HK)$XPENG-W(09868.HK)$GEELY AUTO(00175.HK)

🚗📉 China’s EV Export Rebate Is Being Cut - What It Means

Oh No …. China will lower the VAT export rebate for new energy vehicles from 13% to 9%, starting 1 April 2027. 🥹

This change could squeeze profit margins for Chinese automakers selling overseas.

For companies like BYD, Geely and XPeng, the key question is straightforward. Who will pay this extra cost?😟

Automakers have three choices. They can absorb it and earn less per car. They can raise prices overseas and risk losing their competitive edge. Or they can cut costs through better supplier deals and greater efficiency.

The challenge is that Chinese EV makers already compete heavily on price. If they cannot pass this cost to buyers, their profit on each exported car will drop.

BYD is one to watch closely. One analyst estimate suggests the net profit impact could be roughly RMB 5,000 per exported vehicle. This is an estimate though, not official guidance. The real effect will depend on tax calculations, what models are shipped, and how much they can save elsewhere.

For investors, stronger overseas sales no longer guarantee stronger profits.

Will automakers absorb the cost, raise prices, or find ways to protect their margins? Check out the full infographic for the impact breakdown, different scenarios, and what key numbers to watch.

Not financial advice. Please do your own Due diligence 😃.

Source: China cuts NEV export tax rebates, testing profitability of automakers’ overseas growth — CNEVpost, 12 Oct 2026