GJ-BYD @EC2612B

A Thousand Entrepreneurs Gather at BYD's Yangwang Business School

BYD Applies for New Winding Structure Patent to Address Potential Imbalance in Wave-Wound Coils

BYD applies for a patent related to transmission cams, aiming to achieve greater travel range

BYD applies for a new patent on in-vehicle control structures to enhance human-computer interaction experience

BYD Surpasses Tesla to Become Global BESS Integrator Leader with 13% Market Share

BYD Granted Utility Model Patent for "An Actuator, a Suspension System, and a Vehicle"

BYD Granted Multiple Utility Model and Design Patents

BYD's Wang Chuanfu: Now is the best time for Chinese companies to create world-class brands

BYD plans to launch the third-generation Yuan Plus with flash charging technology on May 21

BYD's Denza Brand Enters European Luxury Market with Z9GT and D9 Models

BYD Announces Construction of 55 New Flash-Charging Stations Between May 7 and 14

BYD stays committed to the Malaysian market with plans to expand to East Malaysia

BYD's Indonesia Factory Scheduled to Begin Production in 2026

BYD Plans for 90% of its Lineup to be Available in Both DM-i and EV Versions by the End of 2026

BYD and Corvus Energy form strategic partnership to advance maritime battery technology

BYD April Sales Rise 6.96% MoM, Q1 Net Profit Plunges 55.38%

BYD Named 'Manufacturer of the Year' at UK's AM Awards

BYD's Wang Chuanfu: Battery capacity constraints cause ramp-up for multiple models, sales expected to rise with capacity release

BYD's largest electric van, the V9, approved for sale in Australia

BYD executive discusses Asia-Pacific market strategy, reaffirms goal to maintain leadership in Nepal

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

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$LEAPMOTOR(09863.HK) released its Q1 2026 results after the HK close on May 15 (BJT). The print marked a departure from Leapmotor’s historically steady execution.Despite a seasonal soft quarter for the industry, volumes were still decent and opex discipline was reasonable. However, both revenue and GP missed, with per-vehicle GP well below street expectations.On the details: revenue missed as ASP fell further on a shift toward lower-end models. Q1 revenue was RMB 10.82bn (+8% YoY)...

Leapmotor: Aiming for 1mn Units, Is GPM the First to Slip?

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BYD chairman Wang Chuanfu announced that the company expects monthly sales to rise as battery capacity improves, despite current tightness. In April, BYD sold 321,123 units, a 6.96% increase from March but a 15.51% year-on-year decline. The company is launching new models with advanced technologies to combat a price war and has seen record overseas shipments. However, net profit fell 55.38% in Q1 due to market pressures.

- BYD chairman Wang Chuanfu announced that the company’s battery capacity is currently tight as several key models ramp up production, impacting overall deliveries.  
- Despite an 8-month decline in year-on-year sales, BYD expects monthly sales to rise as battery supply improves, with sales reaching 321,123 units in April.  
- The automaker is launching new models featuring advanced technologies to enhance competitiveness, while facing challenges from a price war and declining profits.

CnEVPost

BYD Company

BYD COMPANY

BYD Company Limited

Guotai CSI 800 Automobile and Parts ETF

E Fund CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

ChinaAMC CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

CATL

BYD HK SDR 10to1

BYD COMPANY-R

CATL HK SDR 30to1

BYD sees monthly sales climbing on battery capacity ramp-up

STLA

CARZ

BYD is in discussions with several automakers, including Stellantis, to acquire factories in Europe as part of its strategy to expand new energy vehicle exports. The company aims to utilize existing production capacity and has reported significant growth in exports, exceeding 100,000 units monthly for six consecutive months.

- BYD is exploring the acquisition of factories in Europe from other automakers as part of its strategy to expand new energy vehicle exports.  
- The company is in negotiations with Stellantis and other automakers to take over existing plants to better utilize production capacity.  
- BYD's export numbers have surged, with monthly new energy vehicle exports exceeding 100,000 units for six consecutive months, totaling 456,263 vehicles in the first four months of this year.

TechNode

Stellantis NV

First Trust S-Network Future Vehicles & Tech ETF

BYD in talks with automakers over European factory takeovers

BYD and Xpeng are in discussions with European manufacturers to utilize underutilized production facilities as they seek to expand their presence in Europe amid a slowdown in the Chinese EV market. BYD is negotiating with Stellantis and other companies to take over plants, while Xpeng is exploring options with Volkswagen for new locations. Despite a decline in domestic sales, BYD's European registrations surged by 155% in Q1 2026. Tesla, meanwhile, saw mixed results in Europe, with significant sales growth in some countries but declines in others due to reduced incentives.

- BYD Co. Ltd. and Xpeng Inc. are seeking to enhance their overseas presence by negotiating with European manufacturers to utilize underutilized production facilities.  
- BYD is in discussions with Stellantis and other companies regarding plant takeovers and is looking to invest in struggling automakers in Europe, preferring independent operations.  
- Xpeng is exploring options with Volkswagen to establish new plants due to capacity constraints at its Austrian facility, highlighting the increasing expansion of Chinese EVs in the European market.

benzinga_article

GraniteShares 1.25 Long TSLA Daily ETF

Tesla

Ping An CSI New Energy Vehicles Industry ETF

Simplify Volt TSLA Revolution ETF

Leverage Shares 2X Long TSLA Daily ETF

Global X Autonomous & Electric V

Direxion Daily TSLA Bull 2X Shares

GraniteShares 2x Long TSLA Daily ETF

T-Rex 2X Long Tesla Daily Target ETF

XPeng

XPENG-W

Volkswagen AG

Volkswagen AG Pref

Volkswagen

Tesla Rivals BYD And XPeng Turn Towards Europe Amid China EV Slowdown: Report

China's Shenzhen Auto Show is set to take place from May 29 to June 7, following the record-breaking Beijing Auto Show. The event will feature an exhibition area of 300,000 square meters, slightly smaller than Beijing's 380,000 square meters. Yangwang, BYD's luxury brand, will showcase its latest models. The show aims to promote interactive car culture, including a large gathering for car enthusiasts on May 30. The Beijing Auto Show attracted 1.28 million visitors and highlighted advancements in intelligence and electrification technologies.

- The Shenzhen Auto Show will take place from May 29 to June 7, following the record-breaking Beijing Auto Show.  
- With an exhibition area of 300,000 square meters, the event aims to promote an interactive car culture, featuring a large gathering for car enthusiasts on May 30.  
- BYD's luxury brand Yangwang will showcase its latest models and engage consumers through various official channels during the show.

China's next major auto show approaches following record-breaking Beijing event

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In April, China's NEV exports surged to 406,000 units, a 111.8% increase year-on-year. BYD led with 130,042 units (32.0% share), followed by Chery (57,910 units, 14.3%) and Tesla (53,522 units, 13.2%). Other contributors included Geely (48,901 units, 12.0%) and Leapmotor (14,225 units, 3.5%). NEVs accounted for over 53% of total passenger vehicle exports, with battery electric vehicles making up 57.2% of NEV exports. BYD also ranked first in the overall passenger car market with a 13.2% share.

- In April 2026, China's NEV exports reached 406,000 units, marking a 111.8% increase year-over-year.  
- BYD led the exports with 130,042 units, contributing 32.0%, followed by Chery and Tesla with 57,910 and 53,522 units, respectively.  
- Battery electric vehicles comprised 57.2% of NEV exports, highlighting significant growth in this sector.

CHERY AUTO

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

Geely Auto

XL2CSOPTSLA

LEAPMOTOR

SAIC Motor

DONGFENG GROUP

DFAC

CHANGAN AUTOMOBILE

GWMOTOR

Great Wall Motor

Polestar Automotive UK

FAW Jiefang

Volvo

BAIC MOTOR

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GAC Group

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Polestar Automotive UK PLC - CW 27

Top automakers by China NEV exports in April: BYD 130,042 units, Chery 57,910

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China's NEV retail sales increased by 27% in early May compared to April, reaching 226,000 units, despite a 13% year-on-year decline. The wholesale penetration rate for NEVs surpassed 60%, indicating a shift in production focus. Overall passenger vehicle sales also showed improvement, with a 36% month-on-month increase. Year-to-date, cumulative retail sales of passenger NEVs are down 17%, while total passenger vehicle sales have decreased by 19% compared to last year. The market is gradually recovering from previous lows, driven by demand following the Beijing Auto Show and Labor Day holiday.

- China's retail sales of new energy vehicles (NEVs) reached 226,000 units from May 1 to May 10, marking a 27% increase from April despite a 13% year-on-year decline.  
- The wholesale penetration rate for NEVs hit 60.3%, indicating a production focus shift among automakers, while total passenger vehicle retail sales also increased by 36% month-on-month.  
- Year-to-date retail sales of passenger NEVs are down 17%, totaling 2.984 million units, signaling a gradual recovery in the market following recent events.

NIO-SW

HASCO

LI AUTO-W

China Universal CSI New Energy Vehicle Industry ETF

Huaan CSI New Energy Vehicles ETF

GX CN EV BATT-U

GX CN EV BATT

New Energy Vehicles ETF

China's early May NEV sales rebound from April lows despite yearly drop

BYD will introduce the Shark pickup to its Fang Cheng Bao lineup in China this year, following its overseas launch in Mexico in May 2024. This marks a rare instance of BYD debuting a model abroad first. The Shark, built on BYD's DMO platform, features a dual-motor system with over 430 horsepower and a range of 840 kilometers. The announcement was made by Xiong Tianbo, general manager of BYD's Fang Cheng Bao division, during a recent event. The Shark pickup is currently one of only two models designed exclusively for overseas markets.

- BYD launched the Shark pickup in Mexico in May 2024, marking a rare overseas debut for the company.  
- The Shark and the Racco are BYD's only models designed specifically for international markets, reflecting a strategic response to unfavorable pickup truck policies in China.  
- The Shark has gained traction in overseas sales, with 4,500 units sold in April 2024, contributing to a total of 11,804 units in the first four months.

BYD to introduce Shark pickup to Fang Cheng Bao lineup in China this year

Fang Cheng Bao, a sub-brand of BYD, has launched flash charging editions of the Bao 8 and Bao 5 off-road SUVs, featuring the second-generation Blade Battery. The Bao 5 starts at 305,800 yuan ($45,020) and the Bao 8 at 419,800 yuan. Both models offer significant range capabilities, with the Bao 8 reaching 1,380 kilometers. They also include advanced suspension systems and enhanced driving technology. Fang Cheng Bao reported a 190.25% year-on-year sales increase last month, while BYD's overall NEV sales saw a decline.

- Fang Cheng Bao has launched flash charging editions of the Bao 8 and Bao 5 SUVs, both featuring BYD's second-generation Blade Battery and ultra-fast charging technology.  
- These new models enable significant off-road capabilities, supporting a range of 1,380 kilometers for the Bao 8 and 1,310 kilometers for the Bao 5, and include advanced systems for enhanced driving and safety.  
- The launch comes amid BYD's strategy to revitalize sales, as Fang Cheng Bao reported a 190.25% year-on-year sales increase, while the overall market shows signs of decline.

BYD expands flash charging lineup with new Fang Cheng Bao off-road SUVs

Chinese automaker BYD is set to launch the second-generation Yuan Plus, named Atto 5, overseas, starting in New Zealand in 2027. This model will be larger and more upscale than the first-generation Yuan Plus (Atto 3), which will not be sold alongside it in New Zealand. The new Yuan Plus features significant upgrades, including a longer wheelbase, enhanced battery technology, and improved interior space. It will be available in two RWD variants in China, offering ranges of 540 and 630 kilometers, with a launch date of May 21.

- BYD plans to launch the all-new Yuan Plus, named Atto 5 in New Zealand, in 2027, replacing the current Atto 3.  
- The new model is larger, featuring enhanced dimensions and upgraded technology, including the second-generation Blade Battery and two RWD variants with different battery capacities and ranges.  
- In China, the launch is scheduled for May 21, with the model equipped with advanced features like ambient lighting, dual-zone climate control, and a high-end sound system.

electrive

Autohome

AUTOHOME-S

BYD plans to launch new Yuan Plus overseas as Atto 5

Financial Analysis

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: https://longbridge.com/topics/100000000601111?channel=WHAB0001

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

Xiaomi HK SDR 2to1

TENCENT

BABA-W

JD-SW

BILIBILI-W

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Bilibili

Alibaba

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

JD.com

$BYD HK SDR 10to1(HYDD.SG)Suprised to see ByD down when other HK techs are up. BB SUPPRESSING

$BYD COMPANY(01211.HK)Sudden down due to Trump with Musk visit ?

Featured

BYD 97.15 now. Looks attractive 🤭😘

Fattycat

JD Return Rate

BABA Diamond Holder

JPMorgan's numbers sound bullish but I'll wait for Q2 actual delivery data before committing more capital — talk is cheap in this sector lah

Shark

$BYD COMPANY(01211.HK)JPMorgan Highlights: BYD’s Bold 2026 Outlook 🚗JPMorgan analyst Nick Lai recently shared key takeaways on BYD signalling a more optimistic future than the market expects. He has a “Buy” rating on BYD with a price target of RMB 120.Below is the breakdown:🔷IntroductionBYD management is pushing for aggressive growth despite a crowded market that is fueled by new tech and a massive push into overseas territories.🔷 The Fundamentals🟢 Domestic Resilience: BYD targets 3.5M - 4M units in China for 2026. This exceeds market expectations of flat growth.🟢 Premium Shift: BYD is moving upmarket. By Q4 2026, over 30% of sales are expected to come from premium models (&gt;RMB 200K) featuring new ultra-fast charging, helping protect profit margins against price wars.🟢 Overseas Surge: International sales are the new engine. Management expects 1.5M units abroad (50% YoY growth), supported by their own fleet of eight shipping vessels.🔷Analyst ViewsJPMorgan notes that investors have not fully priced in the profitability of new models. With overseas business expected to contribute 60% of vehicle revenue this year, BYD is effectively decoupling from domestic only risks. Demand is expected to recover sharply in Q2 2026, with volumes potentially jumping 60% sequentially.🔷 The VerdictBYD is evolving from a budget player to a high-tech, global powerhouse. While domestic competition remains fierce, their shipping autonomy and premium tech offer a “cautious but clear” competitive edge.Keep an eye on Q2 volume recovery and premium model adoption. Source: https://longbridge.com/news/285910611?channel=SH000001&amp;invite-code=UIGOS8OY&amp;app_id=longbridge_sg&amp;utm_source=longbridge_sg_app_share&amp;locale=en&amp;share_track_id=2f176dda-7301-462a-a3d5-815ac3950017

Here's Why BYD Expects Higher Sales in 2026 Despite Recent Demand Weakness

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Sanhua

Q1 revenue returned to positive growth. Back in positive territory.

GE Aerospace

SANHUA

BOYD Gaming

Geely Auto HK SDR 2to1

Sanhua Intelligent Controls: Auto parts back in the black; how long until the robot boom?

📈 Share your trades, earn SGD $2 per post! 
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Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

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$BYD COMPANY(01211.HK)With its aggressive international push, BYD aims to build a network of 6,000 Flash Charging stations worldwide within just 12 months. This massive infrastructure rollout, featuring the new Blade Battery 2.0 technology. It has the capability of a 10% to 70% charging in just 5 minutes. It is set to redefine the global EV landscape.I am already enjoying the ride. Are you ready to join the movement? 🚗💨

wackywong

Ranks in the top 90% of account holders by rate of return
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Apple

[Week 2] Portfolio Health Check: Staying Focused on Tech &amp; EV 🚗1️⃣ Current HoldingsI am sticking with my core players. My largest convictions are in JD.com (43.98%) and BYD (24.22%). I also hold positions in Xiaomi and Alibaba, with a small stake in Bilibili via the US market.2️⃣ Earnings WatchThe month of May is crucial! I am closely watching the upcoming earnings announcements:• JD.com: 12 May 2026• Alibaba: 13 May 2026• Xiaomi: 26 May 2026Their financial results and forward guidance will be key indicators for my next moves.3️⃣ Portfolio ReactionThis week I added 50 JD and 200 Xiaomi shares into my portfolio. My current overall portfolio is slightly in the red this week. Alibaba remains my star, holding strong at +13.64%. However, Xiaomi has dipped 8.65% along with Bilibili and BYD have also seen minor pullbacks. Thankfully, Alibaba’s gains are helping to stabilise the total balance.4️⃣ Next PlanI am not selling anything yet. My focus is on identifying high-quality companies at attractive prices. If Alibaba or BYD hit my target entry levels, I will look to increase my stake. Meanwhile, I also monitoring Lululemon, Netflix and BNMR for compelling entry points.5️⃣ Risk CheckMy biggest risk now ? Too many eggs in one basket! 😂 Two stocks represent 68% of my capital and my exposure is almost entirely in Hong Kong. I am looking at for future diversification. I acknowledge the concentration risk but remain confident in my thesis. Chinese stocks are absolutely investible if you enter at the right price and the right mindset.😉

GJ-BYD @EC2612B(29099.HK)

Leapmotor: Aiming for 1mn Units, Is GPM the First to Slip?

BYD sees monthly sales climbing on battery capacity ramp-up

BYD in talks with automakers over European factory takeovers

Tesla Rivals BYD And XPeng Turn Towards Europe Amid China EV Slowdown: Report

China's next major auto show approaches following record-breaking Beijing event