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Tesla delivered 358,023 vehicles in Q1 2026, indicating a slowdown in growth as competition from BYD intensifies. While production remains strong at 408,386 vehicles, the gap between production and deliveries raises concerns about demand. The Model 3/Y accounted for the majority of deliveries, while energy storage shows promise. Competitors like BYD are scaling faster, delivering over 500,000 vehicles per quarter. Tesla's upcoming earnings report on April 22 will provide insights into margins and demand signals, amidst growing concerns about EV demand and competition.

- Tesla, Inc. reported 358,023 deliveries and 408,386 production units in Q1, indicating strong output but weaker demand absorption.  
- The Model 3/Y accounted for most deliveries, showing reliance on mass-market vehicles, while energy storage emerged as a growth engine with 8.8 GWh deployed.  
- With competitors like BYD scaling faster, Tesla faces increasing pressure, and the upcoming earnings report on April 22 will be critical for assessing margins and demand signals.

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Tesla Delivers 358K Vehicles In Q1 — But Growth Story Loses Speed

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Tesla's China-made electric vehicle sales increased for the second consecutive quarter, with March sales of Model 3 and Model Y rising 8.7% year-on-year to 85,670 vehicles. This marks a fifth month of growth, driven by recovering European demand. For Q1, sales rose 23.5% year-on-year, rebounding from a previous slump. Despite facing intense competition, particularly from BYD, Tesla is exploring new growth avenues, including solar energy and autonomous technologies, and is in talks to purchase $2.9 billion in solar equipment from Chinese firms.

- Tesla's sales of China-made electric vehicles rose 8.7% in March, totaling 85,670 units, despite increased competition and a challenging market.  
- For the first quarter, sales increased 23.5% year on year, as recovering European demand helped offset a decline in Tesla's market share in Europe and China.  
- The company is diversifying its focus towards solar energy and autonomous technologies, with plans to invest in significant solar equipment in China.

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Tesla's China-made EV sales rise for second straight quarter

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The tense situation in the Middle East has caused international oil prices to soar above $110, with JP Morgan predicting that they may rise to $120-130 in the short term, and even exceed $150. The increase in oil prices has stimulated a surge in sales of Chinese electric vehicles in Southeast Asia and Australia, with the Prime Minister of Thailand also switching to BYD. The Australian car market is experiencing a buying frenzy, with record sales, and electric vehicle exports are expected to reach new highs. Southeast Asia has stable electricity prices, and the economic advantages of electric vehicles are evident, attracting numerous Chinese car manufacturers to participate in the Thailand Auto Show

- The situation in the Middle East is escalating, with U.S. President Trump threatening "extremely severe" actions against Iran, leading to a rise in oil prices above $110 per barrel.  
- Morgan Stanley reports that oil prices could reach $120 to $130 per barrel in the short term, potentially exceeding $150 if supply disruptions continue.  
- In response to rising oil prices, electric vehicle sales are surging in Southeast Asia and Australia, with significant demand noted, particularly for BYD vehicles, as consumers seek alternatives amidst concerns over fuel shortages.

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Oil prices soared by 10% to reach 110 USD, domestic electric vehicles are experiencing a surge in overseas purchases, and Thailand's Prime Minister abandons Rolls-Royce to drive BYD

Tesla sold over 358,000 vehicles globally in Q1, a 6% increase year-over-year but a 14% decrease from the previous quarter. In contrast, BYD exported 321,165 vehicles, nearly matching Tesla's total. BYD's domestic sales reached 300,222 vehicles, and the company is aggressively expanding in Europe and other regions. BYD aims to sell 1.5 million electric vehicles outside China by 2026, significantly increasing its global ambitions and market presence.

- BYD has overtaken Tesla as the leading global electric vehicle manufacturer, exporting 321,165 vehicles in Q1, nearly matching Tesla's total deliveries.  
- Tesla reported 358,023 deliveries in Q1, a 6% year-over-year increase but a 14% decline from the previous quarter.  
- BYD's aggressive expansion into Europe and other markets, along with a partnership to enhance its brand, positions it strongly against Tesla's future ambitions of 1.5 million overseas vehicle sales by 2026.

Tesla Sold Over 358K Vehicles Globally In Q1, BYD Nearly Matches Total For Just Exports

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BYD has launched its first overseas SkyRail project in Sao Paulo, Brazil, marking a significant milestone in its international rail transit business. The SkyRail line, which connects Congonhas Airport, began operations on March 31. This project is part of BYD's strategy to boost overseas sales of new energy vehicles (NEVs), with a target of 1.5 million exports by 2026. The company has also established a passenger vehicle assembly plant in Brazil and plans to invest in a research center in Rio de Janeiro.

- BYD has launched its SkyRail route in Sao Paulo, marking its first overseas rail transit project, which commenced operations on March 31.  
- The SkyRail line, connecting Congonhas Airport, showcases BYD's commitment to international expansion amid declining domestic NEV sales, while exports surged by 55.84% year-on-year.  
- With a new assembly plant in Brazil and plans for a research center, BYD aims to reach an export target of 1.5 million vehicles by 2026, reflecting its strategic shift towards overseas markets.

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BYD launches first overseas SkyRail project with Brazil monorail

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China's passenger NEV wholesale sales surged 55% in March to 1.12 million units, according to CPCA estimates. BYD led sales with 295,693 units, followed by Geely and Tesla. The increase is attributed to rising fuel prices and improved market sentiment due to government subsidies and new model launches. Despite a flat year-on-year comparison, the sales recovery follows a slow post-Chinese New Year period. However, upcoming tax changes may impact future demand.

- In March 2026, China's wholesale sales of passenger new energy vehicles (NEVs) reached 1.12 million units, with BYD leading at 295,693 units and Tesla in third place with 85,670 units.  
- This figure is flat compared to the previous year but shows a significant 55% increase from February, attributed to improved market sentiment and rising fuel prices.  
- Despite these gains, a new 5% purchase tax and changes in trade-in subsidies may impact future demand for NEVs.

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China Mar NEV wholesale sales rebound 55% from Feb, CPCA estimates show

BEIJING, April 2 (Reuters) - Sales of Tesla's China-made electric vehicle grew 8.7% from a year earlier to 85,670 vehicles in March, extending gains for a fifth month, as the U.S. automaker navigated intensifying competition and increasingly pivoted beyond EVs. Sales of Model 3 and Model Y cars made in its Shanghai factory, including exports to Europe and other markets, increased 46.2% from February, data from the China Passenger Car Association showed on Thursday. (Reporting by Qiaoyi Li and Ju-min Park, Editing by William Maclean)

fidelity

Tesla's China-made EV sales rise 8.7% in March

BYD has launched the 2026 Seal 06 DM-i wagon and Seal 06 GT, featuring ultra-fast charging technology that allows charging from 10% to 70% in just five minutes. The hybrid wagon starts at 111,900 yuan ($16,230), while the pure electric GT starts at 128,900 yuan. Both models utilize BYD's second-generation Blade Battery. The company aims to build 20,000 flash charging stations by year-end to support its growing electric vehicle lineup, which has seen strong sales, with 74,013 units sold in the first quarter of 2023. BYD targets 1.5 million vehicle exports in 2026.

- BYD launched the 2026 Seal 06 DM-i wagon and Seal 06 GT, featuring ultra-fast charging technology and targeting young consumers.  
- The hybrid wagon starts at 111,900 yuan ($16,230), while the pure electric GT is priced at 128,900 yuan, with both models equipped with the second-generation Blade Battery.  
- BYD plans to build 20,000 flash charging stations by year-end to support its growth strategy, having already established 5,000 stations, with registered app users exceeding 700,000.

BYD launches 2026 Seal 06 GT and wagon models equipped with ultra-fast charging tech

BYD sold 120,000 new energy vehicles (NEVs) overseas in March, with plans to sell 1.5 million NEVs in international markets by 2026. Despite a 57% increase from February, March sales were down 20% compared to March 2025, marking the seventh consecutive month of year-over-year declines. The company aims to boost growth through overseas markets, including Europe and Southeast Asia, amid rising competition and gas prices.

Electrek

BYD sold 120,000 NEVs overseas in March, but the EV giant says this is just the start

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Ingo Wortmann, President of VDV and outgoing head of MVG, discussed the electrification of bus fleets at the Mobility Move 2026 trade fair in Berlin. He highlighted the transition to electric buses as a paradigm shift, noting challenges like vehicle range and costs. Wortmann emphasized the importance of public funding and ongoing technological improvements, stating that electrified buses now make up about half of new registrations in Germany. He called for continued momentum to meet regulatory targets and improve battery technology and charging infrastructure.

- At the Mobility Move 2026 in Berlin, Ingo Wortmann discussed the electrification of public transport, highlighting a paradigm shift in bus transport due to over 100 new electric buses in Munich.  
- He identified challenges such as high costs and technical issues, while noting improvements in battery performance and charging options in Germany, where electrified buses represent half of new registrations.  
- Wortmann emphasized the need for ongoing public funding during the transition phase and called for continued momentum to achieve regulatory electrification targets.

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“Electric mobility has been a paradigm shift for bus transport” – Ingo Wortmann, MVG & VDV

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The Hong Kong stock market performed weakly, with the Hang Seng Index closing down 177 points at 25,116 points. Alibaba and Xiaomi's stock prices fell by 2.4% and 3.6%, respectively. Despite Chery's sales growth of 15% and a stock price increase of 15.3% among car stocks, BYD and Xiaomi still declined. The overall market turnover was HKD 243.628 billion, and technology stock Tencent also dropped by 1.5%

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"Hong Kong Stocks" Hang Seng Index closed down 177 points, Alibaba and Xiaomi weak, car stocks generally surged

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The short selling amount in the Hong Kong stock market reached HKD 20.79 billion in half a day, accounting for 31.9% of the trading volume of shortable stocks. This is an increase from 16.5% the previous day. The main shorted stocks include: TRACKER FUND with a short selling ratio of 65% and a short selling amount of HKD 2.03 billion; XIAOMI-W with a short selling ratio of 47.9% and a short selling amount of HKD 1.56 billion; CSOP HS TECH with a short selling ratio of 65% and a short selling amount of HKD 860 million; BABA-W with a short selling ratio of 25.3% and a short selling amount of HKD 720 million; BYD COMPANY with a short selling ratio of 61% and a short selling amount of HKD 660 million

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The short selling in the Hong Kong stock market for half a day reached HKD 20.79 billion, accounting for 31.9% of the total turnover of shortable stocks

On April 2, all three major Hong Kong stock indices weakened intraday, with the HSI falling 1.01%, failing to return to the previous trading day's high. Hardware, retail, and internet content sectors declined across the board, led by leading stocks like Xiaomi Group, Alibaba, and Tencent Holdings. Market turnover was active, while YOFC and GEELY AUTO stood out by bucking the trend. Investors are focusing on changes in market volume and macroeconomic recovery guidance

- On April 2, 2026, Hong Kong's three major indices declined, reflecting cautious market sentiment.  
- The Hang Seng Index fell 1.01% to 25,037.41, unable to surpass its previous high, while the tech sector led the losses with Tencent dropping 1.33%.  
- Market participants are closely monitoring upcoming economic data to gauge recovery prospects, amidst a strong US dollar affecting performance.

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Hong Kong Stocks Intraday | Three Major Indices Collectively Weaken, Hardware and Retail Slump, XIAOMI-W Drops 3.87%

$BYD COMPANY(01211.HK)Is the world’s top EV maker charging up for a rally or stalling out? I am bullish on BYD Company Ltd (1211.HK) 🚀The 4H chart and fundamentals flash bullish signals. Here is the breakdown:🔹 Technical Snapshot I am using Kalman Trend Levels Indicator by BigBeluge to filter the price data using dual time frame analysis. This indicator filters out market noise to reveal true price action.❤️ Kalman Trend Shift: Price just broke above the green Kalman cloud (HKD100.0–HKD101.2). This is a major bullish signal, suggesting the long-term downtrend from HKD140.0 has finally neutralized.❤️ Support &amp; Resistance: Strong floor at HKD90.0 (blue ‘D’ and ‘S’ icons). Upside resistance at HKD125.0 remains the “boss level” BYD must clear to confirm a new bull market.❤️ RSI (Relative Strength Index): Currently at 56.91. Healthy buying interest without being “overbought” (&gt;70). Plenty of runway left before hitting a ceiling.❤️ Momentum: Green arrows show successful “buy” signals as price bounced off HKD101.2 support.🔹 Fundamentals (The Global Pivot)BYD’s latest results (March 27, 2026) highlight a company in transition:❤️ Revenue vs. Profit Trap: 2025 revenue hit HKD800B, but net profit dropped ~19% due to China’s brutal price war squeezing margins.❤️ Export Engine: Raised 2026 export target to 1.5M vehicles (from 1.3M). Overseas sales now ~40% of revenue. International margins are far stronger than domestic.❤️ Innovation Moat: Blade Battery 2.0 + “Flash Charging” (10%→70% in 5 minutes). Tech leadership keeps BYD ahead of Tesla in NEV volume.❤️ Dividend Note: Payout ratio cut to 10% to fund global factory expansion (Brazil, Hungary, SE Asia). Great for growth but less immediate passive income.My Verdict🟢 ACCUMULATE / BUY ON DIPS👉 The 2025 profit dip looks priced in. You are buying a global leader at valuations reflecting domestic fears while ignoring massive international expansion.

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The company targets a 50/50 split between overseas and domestic markets. This is the share mix it aims to achieve.

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BYD (4Q25 Trans): 2026 overseas sales target 1.5mn+ units

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Thank you pls. Pls i need help to asist me

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$BYD COMPANY(01211.HK) released its 2025 Q4 results after the HK close on the evening of Mar. 27 (Beijing time). Key points:1) Revenue beat but driven by BYD Electronics; auto sales revenue in line: In Q4, total revenue was RMB 237.7bn, slightly above the RMB 236.7bn consensus, mainly on strong QoQ growth in non-core businesses, notably BYD Electronics.Auto sales revenue was RMB 181.5bn, in line with expectations, but vehicle ASP continued to trend down.2) Vehicle ASP still on a downward path: Vehicle ASP remains on a downward trajectory.In Q4...

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BYD: Crown Lost; A 'Toyota' Abroad Next?

Great take on the results. Consumers are rather weak at the moment and that will also need sorting out before revenue shows. Unless AI revenue picks up substantially to take up the flak, I would not expect much from upcoming quarters.

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BYD 4Q25 First Take: Overall, Q4 results still missed expectations. Revenue beat, but the outperformance came mainly from the non-core BYD Electronics unit. As for the core auto biz: ① Q4 auto revenue was RMB 181.5bn, in line with the Street. However, ASPs continued to decline. ② Auto GPM and net profit per vehicle missed. The Street had expected at least a 200bps QoQ rebound in auto GPM to 22.5% on a cooler price war, Q4 scale benefits, and a stronger overseas mix. Net profit per vehicle was expected to recover to RMB 7.1k, still well below the ~RMB 9.0k run-rate in 2024. However, auto GPM and net profit per vehicle still fell short, with net profit per vehicle at only RMB 6.7k. Insufficient unit-cost declines and a sharp QoQ jump in selling expenses constrained margin expansion. Domestic auto sales remained under heavy pressure in Q4. $BYD(002594.SZ) $BYD COMPANY(01211.HK)

It’s good that the sustainable fuel tax is delayed amid this oil crisis. Hope the war will end by Oct.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

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☕️ Daily Market Talk | March 26, 2026

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0326 | Dolphin Research Focus: 🐬 Macro/Industry 1) Data show U.S. import prices rose 1.3% MoM in Feb, beating the 0.5% consensus and marking the biggest increase since 2022, driven by higher fuel and rising import costs for AI-related semiconductors and computers. The print signals a clear pickup in imported inflation, with signs of a second leg up, and higher import costs are likely to pass through to consumer prices. On the same day, Fed Governor Michael Barr said rates will stay on hold until there is sustained progress toward 2% inflation...

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SpaceX IPO Push: Latest Update; GOOGL Unveils AI Memory-Compression Game-Changer | Daily News Recap

Iran rejects US ceasefire plan — triggering increased oil volatility and exacerbating US dollar exchange rate fluctuations. Investment should still focus on hedging.

I believe US and IRAN are talking, it's just question of will they iron out their differences. Both have nothing to gain as the war continues...

The google report on memory stocks is classic Jevons paradox. Market perceives it as less memory needed= less demand. But the efficiency gains may actually expand AI use cases and total compute demand. Total demand might actually increase! Technically, if the recent lows hold, which they are despite the pull back, it can still be counted as the second wave of the fifth wave. So I am expecting a bounce pretty soon and a rally to new highs once smart money has collected enough.

HS-BYD @EP2611A(27631.HK)

HS-BYD @EP2611A Stock Performance Chart

Tesla Delivers 358K Vehicles In Q1 — But Growth Story Loses Speed

Tesla's China-made EV sales rise for second straight quarter

Oil prices soared by 10% to reach 110 USD, domestic electric vehicles are experiencing a surge in overseas purchases, and Thailand's Prime Minister abandons Rolls-Royce to drive BYD

Tesla Sold Over 358K Vehicles Globally In Q1, BYD Nearly Matches Total For Just Exports

BYD launches first overseas SkyRail project with Brazil monorail