Ping An CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme ETF

BYD's First European Factory is About to Start Production in Hungary

BYD Delivers 20,000 Denza D9s in Hong Kong, Favored by Celebrity Owners

BYD officially enters the Iraqi market, launching a plug-in hybrid pickup truck

UCloud and BYD Precision Manufacturing to Jointly Build an Innovation Lab

China's power reforms are boosting the battery storage market boom

BYD launches Seal 6 DM-i Touring plug-in hybrid estate

BYD Cambodia's new vehicle assembly plant commences operations

BYD to hold Christmas Roadshow in Singapore from December 22 to 28

Year-end Report: Automakers Bid Farewell to 2025 Amidst Fierce Competition, with a More Brutal Future Ahead

Cui Dongshu: Power battery output in November increased by 53% year-on-year, with installation sentiment reaching a high for the year

Zhengzhou Completes Construction of the World's Largest BYD New Energy Vehicle Production Base

An analysis discusses the business model shift for new energy vehicles, suggesting a future trend of losing money on hardware and earning on software

BYD's dealership network in the Philippines expands to 64, targeting 79 by the end of 2026

Sina Finance Analysis: Automotive market landscape shifts in 2025, BYD faces fierce competition from Geely and other automakers

BYD Atto 2 First Drive in New Zealand, Positioned Between Atto 1 and Atto 3

BYD Launches Its Most Affordable Plug-in Hybrid SUV, the SEALION 5, in Australia

BYD plans to launch its high-end brand 'Yangwang' in the Middle East in early 2026

BYD's 'Eye of the Deity' assisted driving system models sold over 310,000 units in November

Spy shots of BYD's new flagship SUV 'Ming' exposed, positioned above the Tang L

BYD launches home charging pile sharing service to achieve 'neighborly assistance'

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Recently, the performance of domestic insurance stocks has been strong, especially China Life and Ping An. China Life's stock price has reached a ten-year high, and Ping An is favored by Morgan Stanley, with the target price raised to 89 yuan, representing a potential increase of 36%

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Ping An Insurance

Ping An

PING AN

China Life

CHINA LIFE

Finding the Peak of the Mid-Cap Beautiful Chart in the Special Valuation｜Tang Niu

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BYDDF

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China's power market reforms and global demand for data centers are driving a boom in lithium-ion battery production for energy storage. Chinese manufacturers, dominating the sector, are set for a 75% increase in shipments this year. The surge is fueled by domestic renewables, international demand, and reforms boosting energy storage profitability. Despite U.S. restrictions, China's battery exports hit a record $66.761 billion, with expectations for continued growth.

- China's lithium-ion battery cell shipments for energy storage are projected to increase by 75% this year as domestic and global demand rises.  
- The surge is driven by the growing need for energy storage in data centres, renewable energy projects, and recent market reforms in China, attracting significant international interest.  
- China now commands approximately 40% of the global battery energy storage market and continues to enhance profitability through new policies promoting competitive pricing for electricity storage.

Reuters

CATL

BYD Company Limited

BYD Company

BYD COMPANY

ANALYSIS-China's power reforms, global data centre buildout usher in battery boom

Bernstein analyst Eunice Lee maintained a Buy rating on BYD Co, setting a price target of HK$130.00. Lee, a 3-star analyst with a 7.3% average return, focuses on the Consumer Cyclical sector. The Street consensus suggests a Strong Buy for BYD Co with a $17.30 average price target.

- Bernstein analyst Eunice Lee has reaffirmed a Buy rating on BYD Co, setting a price target of HK$130.00.  
- She is noted as a 3-star analyst with an average return of 7.3% and a 43.94% success rate in the Consumer Cyclical sector.  
- The broader analyst consensus for BYD Co indicates a Strong Buy rating, with an average price target of $17.30.

Tip Ranks

BYD Co (BYDDF) Receives a Buy from Bernstein

STLA

The Italian competition authority AGCM has dropped its investigations into BYD, Stellantis, Tesla, and Volkswagen over allegations of misleading consumers about the performance of their electric vehicles. The automakers have agreed to revise their websites for transparency, integrate a simulation tool for comparing vehicle ranges, and clarify battery warranty terms. The AGCM accepted these commitments and waived financial penalties.

- Investigations into potential unfair practices by automakers regarding electric vehicle claims began in February, focusing on misleading information about range and battery degradation.  
- The four companies have agreed to enhance website transparency by revising information and adding a simulation tool for consumers to compare vehicle ranges, alongside clarifying warranty terms.  
- The Italian competition authority, AGCM, has accepted these commitments and waived financial penalties previously associated with the allegations.

electrive

Stellantis NV

BYD, Stellantis, Tesla and Volkswagen: Italy dismisses investigations into customer deception