CI-BYD @EC2611A

China's Auto Patents Surge, BYD's Quarterly R&D Expenses Exceed 10 Billion Yuan

BYD launches three new energy vehicles in Bangladesh

BYD Executive Responds to Doubts Over Singular Battery Technology Route, Stating Multiple Routes Are Being Developed Simultaneously

BYD launches new intelligent in-car radio with off-grid communication support

BYD's Fang Cheng Bao 'Leopard' Smart Charging Pile Relaunched

BYD, Mercedes, and Red Bull Consortium Bid for Alpine Team Shares and Engine Plant

Pop Star Wang Leehom Confirms Entire Denza Endorsement Fee Was Used to Purchase BYD Stock

BYD Executive Confirms Talks with Stellantis and Other Carmakers to Acquire Idle European Factories

BYD and other auto giants discuss the future of smart mobility in Thailand

A shipment of nearly 5,000 BYD vehicles is heading to Australia to meet growing local demand for electric and plug-in hybrid vehicles.

People's Daily Explores the 'Talent Code' of the New Energy Vehicle Industry, Citing BYD as an Example

BYD Executive Responds to 'Flash Charging Damages Battery' Concerns

BYD's Fang Cheng Bao 'Bao 3' Flash Charging Edition Models Begin Normal Delivery

BYD SHARK Pickup to Launch in China in the Second Half of 2026

BYD postpones flagship electric SUV launch due to over 100,000 pre-orders

BYD delays flagship SUV 'Datang' launch due to surging demand, bookings exceed 100k

BYD leadership visits Inokom plant in Malaysia, hinting at a pivot in local assembly plans

BYD reportedly delays launch of new 'Tang' series model due to tight battery supply

Processing Fees for Lithium Iron Phosphate (LFP) Battery Materials Generally Increase by 1500 Yuan/Ton

BYD launches Song Pro DM-i Feichi Edition in Zhengzhou, a 100,000-yuan class PHEV SUV with 300km pure electric range

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

688363

HSAI

TECH

PONY

02026

00175

80175

HGMD

GELHY

02525

02015

LOTWW

01211

81211

HYDD

002594

BYDDF

BYDDY

Q2 total revenue is expected at RMB 850–900 mn.LiDAR shipments are estimated at ~650k units.

HSAI (Trans): SGI biz to match LiDAR scale in 5 yrs

2026 will remain a 'price-for-volume' year for Hesai Group amid high-stakes competition.

HSAI: Cut Losses, Hold the Line — Sector Leader Under Pressure?

BYD's chief technology officer, Sun Huajun, assured that their new 9-minute flash charging technology does not harm battery life, following extensive testing. The technology allows rapid charging from 10% to 97% in nine minutes and operates efficiently even in extreme temperatures. BYD plans to build 20,000 flash-charging stations in China by 2026. Despite initial battery capacity issues affecting deliveries, BYD expects sales to rise as production stabilizes.

- BYD conducted extensive cycle and reliability testing, including 1,000 full flash-charging cycles, to ensure their new battery technology's reliability.  
- The second-generation Blade Battery supports ultra-fast charging at 1,500 kilowatts and can charge from 10% to 97% in nine minutes, even in extreme temperatures.  
- BYD plans to build 20,000 flash-charging stations in China by the end of 2026, aiming for widespread urban coverage, despite current battery capacity tightness affecting deliveries.

CnEVPost

BYD COMPANY

BYD Company

BYD Company Limited

BYD HK SDR 10to1

BYD COMPANY-R

BYD top scientist says 9-minute flash charging won't damage battery life

BYD launched an upgraded Denza N9 SUV at a starting price of 409,800 yuan, marking a shift towards a premium market. The new model features over 100 upgrades, including improved battery range and fast-charging capabilities. Denza aims to capture the luxury segment, with 70% of buyers being former owners of high-end brands. Despite a 41.5% drop in sales this year, BYD is focusing on Denza for its export strategy, recently promoting the brand in Europe with actor Daniel Craig.

- BYD launched an upgraded version of its Denza SUV at a starting price of 409,800 yuan ($77,118), marking a shift towards a more profitable image.  
- The new Denza N9 includes over 100 upgrades, such as enhanced battery range and a fast-charging capability, appealing to buyers who previously owned luxury brands like BMW and Mercedes-Benz.  
- Despite facing a 41.5% drop in sales in early 2026, BYD aims to leverage Denza for high-margin exports, recently introducing the brand in Europe during a prominent event.

Asiaone

Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Mercedes-Benz Group AG

Toyota Motor Corp.

Toyota Motor

ZEEKR Intelligent Tech

Bayerische Motoren Werke AG Pref

Toyota

BYD unveils upgraded flagship Denza SUV to bolster premium market push

515030

516380

Pop star Wang Leehom has exchanged his endorsement fee from Denza, a BYD brand, for BYD stock, expressing regret for not investing in the company earlier. He believes in BYD's long-term potential after a decade of collaboration. The Denza N9 flash charging edition was launched, featuring advanced battery technology and a starting price of 409,800 yuan. BYD's shares have seen a 6% decline this year.

- Renowned musician Wang Leehom announced that he used his endorsement fee from Denza to purchase BYD shares, expressing confidence in the company's long-term prospects.  
- He recalled his regret over not investing in BYD a decade ago, stating that such an investment could have yielded fivefold returns today.  
- The Denza N9 flash charging edition was launched with advanced features, including rapid charging capabilities and a high-performance tri-motor system, starting at 409,800 yuan ($60,290).

Hua Xia CSI New Energy Vehicles ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Pop star Wang Leehom swaps Denza endorsement fee for BYD stock

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BYD's premium brand Denza has launched the N9 flash charging edition SUV, starting at 409,800 yuan ($60,260), lower than the previous pre-sales price. The model features a second-generation BYD Blade Battery, capable of charging to 97% in just 9 minutes. It offers a range of 420 kilometers on electric power and a combined range of 1,520 kilometers. The N9 is equipped with advanced technology, including a powerful 2.0T engine and smart driving assistance systems.

- The Denza N9 flash charging edition SUV is launched at a starting price of 409,800 yuan ($60,260), lower than the previously announced pre-sales price of 450,000 yuan.  
- Equipped with BYD's second-generation Blade Battery, it can charge from 10% to 97% in just 9 minutes, achieving a combined range of 1,520 kilometers.  
- Denza aims to expand flash charging station coverage within a 3-kilometer radius in major Chinese cities by the end of 2026.

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BYD Denza launches N9 flash charging edition, featuring 9-minute fast charging

DRIV

CARZ

BYD has won a landmark defamation case against auto blogger 'Brother Long Talks EVs', securing 2 million yuan ($293,510) in damages. The court ruled that the blogger's false claims about BYD's products constituted unfair competition. This ruling is one of the largest for similar cases in China, as the auto industry combats 'black PR' campaigns. The blogger has faced multiple lawsuits from automakers, including Seres and Xpeng, for similar offenses.

- BYD has won a significant court case against an auto blogger, awarding 2 million yuan ($293,510) in damages for defamation.  
- The ruling, one of the highest of its kind in China, found that the blogger disseminated false information about defects in BYD's components, constituting unfair competition.  
- This case highlights a broader trend in the Chinese auto industry, as companies push back against negative publicity and regulatory bodies intensify efforts to combat misinformation.

Global X Autonomous & Electric V

First Trust S-Network Future Vehicles & Tech ETF

SERES

XPeng

XPENG-W

NIO Inc

NIO-SW

NIO Inc. USD OV

Auto influencer ordered to pay hefty damages to BYD in landmark defamation ruling

BYD's premium sub-brand Denza has reached a production milestone of 500,000 vehicles, celebrating its 16th anniversary. The Denza N9 flash charging edition, set to launch on May 18, features a price range of 450,000 to 500,000 yuan and boasts advanced charging technology, allowing full charge in just 9 minutes. Despite a 38.05% decline in sales in early 2025, Denza sold 157,134 vehicles in 2024, marking a 24.67% increase from the previous year.

- Denza, BYD's premium sub-brand, will launch the Denza N9 flash charging edition on May 18 after pre-sales began on April 7, priced between 450,000 yuan ($66,080) and 500,000 yuan.  
- This flagship SUV features BYD's second-generation Blade Battery with a capacity over 75 kWh and can achieve a pure electric range of 420 kilometers under the CLTC standard, with a charging time of just 9 minutes.  
- Denza, now wholly owned by BYD, celebrated its 500,000th vehicle milestone while recording a 24.67 percent sales increase in 2025, though sales in the early months of 2026 showed a decline.

BYD Denza hits 500,000-vehicle production milestone with N9 flash charging edition

09863

$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?

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.

E Fund CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

ChinaAMC CSI Auto Components Thematic ETF

CATL

CATL HK SDR 30to1

BYD sees monthly sales climbing on battery capacity ramp-up

HESAI

Conference Minutes

Bloomage Biotech

Hesai

Mirae Asset Global Investments Co., Ltd.

Bio-Techne

Pony AI

PONY-W

GEELY AUTO

GEELY AUTO-R

Geely Auto HK SDR 2to1

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

HESAI-W

LI AUTO-W

Li Auto

Lotus Tech

LOTUS TECHNOLOGY INC C/WTS 22/02/2029 (TO PUR COM)

Financial Analysis

BOYD Gaming

P/S comparison angle quite fair leh, BYD scale and battery tech really not the same as legacy OEMs. Just need patience for the market to re-rate.

markypots

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Trade Showcase

$BYD COMPANY(01211.HK)I have just added more BYD shares today. I am doubling down on my conviction.Looking at the latest April 2026 global Price to Sales (P/S) data, the picture is clear:1️⃣ Global Auto Manufacturers Avg: ~1.0x2️⃣ Traditional OEMs (Toyota, VW, etc.): ~0.5x – 0.9x3️⃣ Pure-Play EV Startups (NIO, XPeng, Li Auto): ~2.0x – 4.0x4️⃣ BYD: ~1.1xAs the world’s #1 NEV seller by volume, BYD currently trades nearly in line with the mature traditional auto average (~1.0x P/S). This is not where a market leading tech-integrated EV player should be.A ~1.1x P/S means the market is pricing BYD like a slow-growth legacy manufacturer. The market is ignoring its leadership, scale, and battery tech edge. To me, this represents a deep discount and not fair value.I see strong upside ahead and believe this is an attractive accumulation zone. Added more, staying convicted for the long run. 😁

Volkswagen AG

Volkswagen AG Pref

Volkswagen

LEAPMOTOR

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

Geely Auto

Tesla

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

CI-BYD @EC2611A(29464.HK)

HSAI (Trans): SGI biz to match LiDAR scale in 5 yrs

HSAI: Cut Losses, Hold the Line — Sector Leader Under Pressure?

BYD top scientist says 9-minute flash charging won't damage battery life

BYD unveils upgraded flagship Denza SUV to bolster premium market push

Pop star Wang Leehom swaps Denza endorsement fee for BYD stock