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Tesla China's August wholesale sales total 86,166, snapping 3-month sequential gain streak
CnEVPost·6 hours ago
- Tesla China achieved August wholesale sales of 86,166 vehicles, representing a 3.57% year-on-year increase but a 7.92% sequential decline from July. - Total wholesale sales for the first 8 months reached 647,694 vehicles, marking a 25.63% increase compared to the same period last year. - Tesla China's market share of passenger NEVs stood at approximately 5.71%, amid intensifying local competition from rivals like Leapmotor and BYD.
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BYD launches Sealion 08 SUV, bolstering Ocean lineup's flagship push
CnEVPost·8 hours ago
- BYD officially launched the Sealion 08 SUV in China, offering 8 variants across battery electric and plug-in hybrid powertrains priced from 229,900 yuan to 279,900 yuan. - The mid-to-large SUV features second-generation Blade Battery technology supporting flash charging, a range of up to 900 km, and advanced driver-assistance systems. - The vehicle aims to strengthen the competitiveness of BYD's Ocean lineup in the premium family SUV market and push the brand into higher price ranges.
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BYD starts mass production of new 4D radar chip, deepening in-house push
CnEVPost·9 hours ago
- BYD Semiconductor has started mass production of its next-generation 4D millimeter-wave radar chip to deepen the automaker's vertical integration in smart driving. - Built on a 28-nanometer process and using the Xuanji A3 chip as its computing hub, the new chip supports Level 2 to Level 4 autonomous driving applications with a detection range exceeding 400 meters. - This development aligns with a broader industry trend where Chinese electric vehicle makers develop in-house chips to build competitive advantages.
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Hong Kong Stocks Close Lower; Hang Seng Edges Down 0.07% as Mainland Banks Rise, EV Makers Retreat
Market Pulse·10 hours ago
- On September 2, Hong Kong stocks closed slightly lower, with the Hang Seng Index falling 0.07% to 25311.21 points amid cautious global sentiment. - Sector performances diverged significantly, as state-owned major banks and certain tech firms strengthened, while new energy vehicles and resource stocks pulled back. - Key corporate developments included Simcere Pharmaceutical rising nearly 8% after partnering with Roche, and major real estate stocks showing extreme polarization.
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HK Market Midday: Hang Seng Pares Losses to Under 100 Points; NEV Stocks Slide Broadly
Market Pulse·12 hours ago
- On September 2 afternoon, Hong Kong stock indices narrowed their losses, with the Hang Seng Index down 0.36% to 25,239.12 points and a total half-day turnover of about 1196 billion HKD. - Sector performances varied significantly, as technology stocks diverged, new energy vehicle stocks dropped collectively with Li Auto falling over 4%, and biomedical stocks showed localized resilience. - Market sentiment remained pressured by ongoing concerns over vehicle delivery data and corporate earnings, alongside general declines in Chinese brokerage, gold, and semiconductor stocks.
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BYD falls 3% to one-month low as H1 profit drops 20%
HK Stock Market Update·16 hours ago
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BYD Overseas Sales Strategy Pays Off; Tesla Reports A Mixed Bag In Europe
Unusual Whales·1 day ago, 03:43 PM
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This Little-Known Indian EV Company Has Left Tesla and BYD Stocks in the Dust in 2026: What Investors Need to Know
benzinga_article·1 day ago, 10:55 AM
- Indian electric two-wheeler company Ather Energy experienced a 130% stock growth in 2026, outperforming major automakers like Tesla and BYD. - Ather trades near INR 1,717 per share with a market capitalization of $ 7.2 billion, attracting institutional interest from BlackRock. - Meanwhile, Tesla stock dropped over 18% and BYD's shares fell more than 7% amid shifting market conditions and policy pressures.
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BYD August sales rise 17.8% to 440,293 as overseas sales hit new record
CnEVPost·1 day ago, 09:25 AM
- BYD sold 440,293 new energy vehicles in August 2026, marking a 17.84% year-on-year increase and the highest monthly total for the year. - Overseas markets drove the growth with a record 189,466 units sold, jumping 134.45% year-on-year and offsetting a 14.34% decline in domestic sales. - Cumulative sales from January to August reached 2,668,015 units, helping the company narrow its yearly decline and ease pressure on earnings.
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NVDA budget-alt dream shattered; is Horizon Robotics at risk?
1 day ago, 03:03 AM
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HK Midday: HSI Falls Over 1%; Kuaishou Jumps 4%+ on AI Funding, Kingboard Laminates Drops 4%+
Market Pulse·1 day ago, 02:18 AM
- On the first trading day of September, Hong Kong stocks collectively moved lower, with the Hang Seng Index down 1.08 % to 25289.83 points. - Sector performance showed divergence, as Kuaishou surged over 4 % following a 1.4 billion yuan capital injection into its AI unit, while major tech and AI hardware stocks mostly retraced. - New energy vehicle stocks strengthened with BYD rising nearly 3 %, whereas state-owned banks showed mixed performances amid favorable second-quarter results and increased dividend payout ratios.
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BYD climbs 3% in Hong Kong on robotics pact and overseas plant talks
HK Stock Market Update·1 day ago, 01:35 AM
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BYD deepens PaXini ties, opens auto factories to robots
CnEVPost·2 days ago, 12:33 PM
- BYD signed a strategic cooperation agreement on August 25, 2026, with robotics startup PaXini Tech to jointly deploy robots in industrial manufacturing. - BYD will provide complex manufacturing environments and real-world operating data to help validate robots and iterate embodied AI models, while PaXini contributes tactile sensor and perception technologies. - This partnership upgrades their prior investor-portfolio relationship into a strategic industrial collaboration to advance scalable robot deployment.
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Horizon Robotics 1H26 First Take. The company had pre-announced a profit warning, and 1H revenue and blended GPM landed toward the high end of guidance; however, guidance had already been cut vs. prior Street consensus, and the upside was driven by licensing and services.The core product solutions biz (chips + HSD algorithms) materially missed. Both revenue growth and margins slowed sharply; breakdown below:1) Product solutions revenue slowed notably. The 'volume + price up' thesis remains unproven.Revenue growth decelerated sharply: Q2 product solutions revenue was just RMB 930 mn, with growth slowing from 85% in 2H25 to only 15% in 1H26. This is far below the prior 2026 full-year guidance for the segment of +132%.Shipments growth eased: 1H26 chip shipments were only 2.218 mn units, up just 12% YoY and below the full-year guide (Horizon has cut its FY shipments guide from 5.42 mn sets to 5.00 mn, implying ~25% YoY). The weakness reflects soft domestic PV retail demand in 1H26 (-20.2% YoY) and sales at key customer BYD Co. missing expectations, while BYD’s in-house high-compute 'Xuanji A3' chip (3-chip cluster >2,100 TOPS) stoked concerns about share loss in intelligent-driving chips.ASP gains stalled: 1H26 ASP was RMB 417, up only 2.4% YoY, indicating the higher-priced J6P has yet to scale. Shipments remain concentrated in the Mono series (J2, J3, J6B) and other mid/low-tier chips. The market’s thesis of domestic substitution led by the high-compute J6P driving both volume and ASP higher has not materialized in 1H26.2) Product solutions GPM fell YoY, pressured by three factors.Q2 product solutions GPM was just 36.2%, down 600 bps YoY and well below the 46.7% expected. Key drags included:a) Product mix skewed to mid/low end. Shipments remained dominated by the lower-priced Mono series, while the high-ASP, high-margin J6P contributed minimally.b) Memory price upcycle eroded hardware profits. DRAM prices continued to rise, and higher memory costs directly compressed product margins.c) Higher mix of low-margin system-level deliveries. To accelerate roll-out of high-end HSD (SuperDrive) solutions, Horizon provided system-level deliveries including domain controllers to select clients. The low-margin domain-controller hardware diluted overall solution margins.$HORIZONROBOT-W(09660.HK)
2 days ago, 12:02 PM
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Hong Kong Stocks End Mixed; Chinese Banks Hit Records, Property and Solar Sectors Slump
Market Pulse·2 days ago, 08:21 AM
- On August 31, Hong Kong stocks closed slightly lower as Federal Reserve rate hike expectations heated up, with the Hang Seng Index falling about 0.3% to 25,500 points. - State-owned bank stocks surged against the market trend due to strong mid-term results and higher dividends, with Bank of China and China Construction Bank hitting record highs. - Conversely, property developers and photovoltaic stocks suffered heavy declines amid weak demand and macroeconomic pressures, while major technology stocks showed mixed performance.
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