MS#BYD RC2608B

KHOON GROUP

HARBOUR DIGITAL

PETRO-KING

GF HEALTHCARE

CONGYU INTE AGR

160 HEALTH

51WORLD

HUILI RES

KWONG MAN KEE

DOUMOB

TSLA

BYDDF

01211

002594

BYDDY

TESL

TSLT

TSLR

TSLL

516380

TSLG

515030

Tesla's Shanghai Gigafactory reported a 91% year-on-year increase in February 2026 deliveries, totaling 58,600 units. Despite a decline in global deliveries in 2025, the company is seeing signs of recovery in China due to promotional measures. However, competition in the electric vehicle market is intensifying, with BYD experiencing significant sales declines. Tesla's long-term dominance is challenged by rising competition and the maturation of China's EV supply chain, although its electric vehicle business remains crucial for revenue and stock support in the short term.

- Tesla's Shanghai Gigafactory reported a February 2026 delivery volume of 58,600 units, up approximately 91% year-on-year, and accounted for 52% of its total 2025 global deliveries of 1.636 million units.  
- Despite a decline in total deliveries from 2024, recovering sales in China, fueled by promotional financing measures, have alleviated some market concerns regarding demand trends.  
- Competition in the electric vehicle market is intensifying, with various manufacturers expanding their offerings, making it increasingly difficult for Tesla to maintain its dominant position, while the company's long-term prospects lie beyond just electric vehicles.

TradingKey

Tesla

GraniteShares 1.25 Long TSLA Daily ETF

BYD Company Limited

BYD COMPANY

BYD Company

Simplify Volt TSLA Revolution ETF

T-Rex 2X Long Tesla Daily Target ETF

GraniteShares 2x Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

Hwabao WP CSI Intelligent Electric Vehicle ETF

Leverage Shares 2X Long TSLA Daily ETF

Hua Xia CSI New Energy Vehicles ETF

GraniteShares 2x Short TSLA Daily ETF

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

Tesla Shanghai Factory February Deliveries Nearly Double Year-on-Year. Can Demand Resilience Help It Regain Electric Vehicle Dominance?

515700

09868

XPEV

DRIV

In March, the new energy MPV market welcomed the launch of several new models, including XPeng X9 and Voyah Dreamer. Domestic brands are challenging joint venture brands by leveraging new energy and intelligence, leading to changes in the market landscape. Joint venture brands have begun to fight back, with L3 level intelligent driving becoming a key competitive factor. After 2022, the penetration rate of new energy MPVs from domestic brands has significantly increased, gradually establishing their mainstream market position. The once market leader GL8 has seen a decline in sales, while domestic brands such as Voyah and Denza are rising

- The Chinese MPV market is experiencing significant changes, with new electric models from brands like Xiaopeng and Lantu entering the scene.  
- The share of new energy vehicles in the MPV market is projected to rise dramatically, influencing competition dynamics and prompting traditional brands to accelerate their electrification efforts.  
- The introduction of L3 level autonomous driving capabilities marks a critical evolution in MPV offerings, as companies strive to enhance driving comfort and attract family-oriented consumers.

Wallstreetcn

Ping An CSI New Energy Vehicles Industry ETF

XPENG-W

XPeng

Global X Autonomous & Electric V

VOYAH AUTO

The MPV battle reignites, with multiple automakers playing the smart driving card

00425

600660

562260

159323

516110

Morgan Stanley released a research report updating the investment ratings and target prices for Chinese automotive and related equipment. BYD Company is rated as "Overweight" with a target price of HKD 126; Geely Auto is rated "Overweight" with a target price of HKD 25; GAC Group is rated "Overweight" with a target price of HKD 3.9; Dongfeng Group is rated "Overweight" with a target price of HKD 11.2; BAIC Motor is in line with the market with a target price of HKD 2.2; Brilliance China is in line with the market with a target price of HKD 3.4; Great Wall Motor is in line with the market with a target price of HKD 15; Horizon Robot-W is rated "Overweight" with a target price of HKD 11.5; MINTH GROUP is rated "Overweight" with a target price of HKD 50; FUYAO GLASS is in line with the market with a target price of HKD 59; Nexperia is in line with the market with a target price of HKD 6.3

AASTOCKS

MINTH GROUP

FYG;FUYAO GLASS

HFT CSI Auto Components Thematic ETF

GAC GROUP

Ping An CSI Auto Components Thematic ETF

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

HORIZONROBOT-W

GAC Group

FUYAO GLASS

GWMOTOR

BAIC MOTOR

ChinaAMC CSI Auto Components Thematic ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

GEELY AUTO

Great Wall Motor

Guotai CSI 800 Automobile and Parts ETF

E Fund CSI Auto Components Thematic ETF

DONGFENG GROUP

Morgan Stanley's investment ratings and target prices for Chinese automotive stocks (Table)

The International Automotive Task Force (IATF) stated that BYD has joined the organization as a new member. The announcement mentioned that while obtaining IATF 16949 certification, BYD also requires its suppliers to pass IATF 16949 certification, further reflecting its high recognition and long-term commitment to the IATF quality management system standards, process consistency, and continuous improvement principles

IATF: BYD joins as a new member

09888

09866

DRAG

The Nasdaq Golden Dragon China Index preliminarily closed up 1.9%. Among popular Chinese concept stocks, Nio had the largest increase, preliminarily closing up 15%; Century Internet rose 13.5%; WeRide increased 7.2%; Tencent rose 10%; Alibaba increased 3.1%; Baidu rose 2.4%; XPeng rose 2.2%. Meituan and BYD both fell 1.5%

BIDU-SW

MEITUAN

BABA-W

NIO-SW

iShares MSCI China

Krne Csi China Internet

NIO Inc

Roundhill China Dragons ETF

Direxion FTSE China Bull 3X

WERIDE-W

BYD is reportedly exploring entry into competitive motorsports, including Formula One and endurance racing, to enhance its global brand appeal. The automaker is considering various options, such as building its own team or acquiring an existing one, amid high financial costs and resistance from current F1 teams. A partnership in F1 could significantly increase BYD's visibility in the US market, despite current sales challenges. The move aligns with F1's new hybrid power rules and BYD's rapid growth as a leading new energy vehicle manufacturer.

- BYD is exploring entry into competitive motorsports, including Formula One, to enhance its global brand recognition, following significant growth in overseas markets.  
- The company faces substantial financial hurdles, with F1 entry costs potentially reaching $500 million per season and resistance from existing teams concerned about diluted prize money.  
- A partnership with F1 could boost BYD's visibility in the US market, despite current market restrictions and high tariffs affecting vehicle sales.

CnEVPost

BYD reportedly explores F1 entry to boost global brand appeal

Sendil Palani, Tesla's Vice President of Finance, has announced his departure after 17 years with the company. He joined Tesla in late 2008 during a challenging period and has since witnessed its transformation into a leading automaker. Palani held various finance roles, including overseeing engineering and manufacturing finance, and was promoted to VP of Finance in March 2021. His exit follows a series of high-profile departures at Tesla, including other executives in recent months. Palani expressed gratitude to CEO Elon Musk for his leadership during his tenure.

DriveTeslaCanada

Tesla VP of Finance Sendil Palani announces departure after 17 years

02845

BYD's sub-brand Linghui has announced that its new sedan, the Linghui e7, will feature advanced flash-charging technology, allowing it to charge nearly fully in just 9 minutes. Targeted at the ride-hailing and corporate markets, the e7 is built on the Sealion 06 EV platform and offers two range options of 450 km and 550 km. The brand aims to enhance operational efficiency for commercial vehicles while maintaining BYD's brand image. The Linghui e7 is part of a broader strategy to expand the Linghui product lineup, which includes several other models.

- Linghui's new sedan, the Linghui e7, incorporates BYD's flash-charging technology for a near-full charge in 9 minutes.  
- Positioned for the ride-hailing and corporate markets, the e7 aims to enhance commercial vehicle efficiency and is built on the Sealion 06 EV platform with multiple range options.  
- BYD consolidates its fleet sales under the Linghui brand to mitigate brand value dilution, with plans for additional models, including the e9 and e5, targeting specific market needs.

GX CN EV BATT

BYD sub-brand Linghui to also feature flash-charging tech

European freight truck manufacturers are facing competition from low-cost Chinese electric truck makers, with several companies planning to launch sales in Europe this year. Chinese brands like BYD and Windrose aim to price their trucks up to 30% lower than the European average. Traditional European truckmakers are concerned about losing market share and are seeking government support to boost demand for their electric trucks. The rapid development of Chinese technology has surprised industry experts, as they expected a longer timeline for market entry.

Fidelity

European freight truck makers brace for wave of low-cost Chinese rivals

MPNGY

The China concept index rose over 1.7%, with the Nasdaq Golden Dragon China Index up 1.76%, closing at 7083.84 points. XPeng rose 6.4%, BYD rose 6%, and Meituan rose 5.7%. The China Technology Index ETF (CQQQ) rose 3.01%, and the China Internet Index ETF (KWEB) rose 2.79%

Meituan

Invesco China Tech

Invesco Golden Dragon China

The China concept index closed up over 1.7%, CQQQ rose 3%

.HXC

The NASDAQ Golden Dragon China Index preliminarily closed up 1.8%. Among popular Chinese concept stocks, XPeng rose 6.4%, BYD rose 6%, Meituan rose 5.7%, Li Auto and Nio rose over 3.8%, Baidu rose 2.9%, Tencent rose 2.4%, Alibaba rose 1.4%, NetEase fell 0.1%, and WeRide fell 1.4%

NASDAQ Golden Dragon China Index

Alibaba

TENCENT

Baidu

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

NetEase

03750

300750

BEIJING, March 9 (Reuters) - Chinese electric vehicle battery maker CATL’s net profit rose by a better-than-expected 57.1% in the fourth quarter, as it navigated oversupply issues and geopolitical headwinds in the face of intensifying competition.Fourth-quarter profit rose 57.1% from a year earlier to 23.17 billion yuan ($145 million), compared with a 41.2% rise in the third quarter, the biggest gain in two-and-a-half years, according to a stock filing on Monday. The fourth-quarter number was above LSEG’s forecast of 40.9% increase. ($1 = 6.9165 Chinese yuan renminbi)

Reuters

CATL

China's CATL beats estimates as profit growth quickens

Iggy

$BYD COMPANY(01211.HK)🦎 Iggy's Forensic File: BYD Company (01211.HK)Social media evangelists crown BYD the &#34;Tesla killer&#34; after unveiling its 2nd-gen Blade Battery with flash-charging wizardry—10%-70% in 5 minutes at room temp, 1,036 km range on a 5% denser pack, plus lifetime warranties and extreme safety tests. But the forensic ledger reveals a stealth compression: BYD's Q4 gross margin likely dipped below 20% amid price wars, even as battery volume scaled, with traditional ICE rivals slashing tags to claw back share in a post-subsidy EV desert. It's like hawking HDB-charging plugpoints at kopitiam prices during a petrol glut—tech dazzle fills the lot short-term, but when fleet utilisation idles and capex balloons for gigafactory output, that &#34;infinite range&#34; promise morphs into a fixed-deposit drawdown.The real audit trails to cash conversion: lifetime warranties on cells scream front-loaded balance sheet hits, while flash-charging infra demands billions in upstream copper and rare earths amid global supply chokepoints. Export revenue hit RMB200 billion last year, but Europe tariff walls and US decoupling risks clip wings—think Jurong factory humming at 80% capacity while overseas orders evaporate like morning dew. Earnings may print, but FCF margins trail the headline battery hype, more CPF OA erosion than compounding annuity.Sovereign Insight: At a forward P/E ~15x with cash buffers, permanent loss feels buffered, but the yield spread over CPF SA's 4.0% floor (~0bps, pure growth bet) prices flawless execution amid subsidy fade and geopolitics. This isn't a fortress; it's a high-beta bunker—margin of safety lives or dies on pricing power and overseas ramp before committing your kopi money to the fast lane.

BYD COMPANY-R

BYD HK SDR 10to1

BOYD Gaming

Today’s Key News Recap

0306｜Dolphin Research Focus: 🐬 Macro/Industry 1) The US Dept. of Commerce is preparing to globalize its export approval regime for advanced AI chips, moving beyond country-specific controls. Reviews would be organized into three tiers based on purchased compute.Orders exceeding 200k chips would trigger government-to-government negotiations and the disclosure of critical technical details. Approved countries would also be required to commit matching investment in US digital infrastructure.This move reflects US tech hegemony and could destabilize the global semiconductor supply chain. It also raises compliance costs for US chip makers.It is likely to push countries to accelerate domestic compute R&amp;D, supporting China's semiconductor localization. Overall, expect faster onshore capacity build-outs and substitution.

NTES-S

NETEASE MUSIC

Netflix

Li Auto

LI AUTO-W

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD's 'disruptive tech' debuts; Xiaomi's mobile Agent emerges | Daily News Recap---

2nd-gen Blade Battery &amp; fast charging: disruptive enough?

BYD: 'Disruptive' launch—can it reclaim the auto-universe crown?---

$BYD COMPANY(01211.HK)Some may misinterpret the data by saying that BYD’s February global sales declined sharply year-on-year, with reports pointing to a roughly 41% drop. This is one of the steepest monthly declines in recent periods.In reality, sales did not “tumble” across all markets in absolute terms. Overseas sales actually increased year-on-year, while the overall global figure was weighed down mainly by a significant decline in the domestic market.Investors are not naive . The share price tells the story. It has held up relatively well. I remain confident in BYD’s long-term growth story.

0302 | Dolphin Research Focus: 🐬 Macro/Industry1) Geopolitical tensions in the Middle East have flared, with US/Israel–Iran frictions escalating and risk aversion rising across global markets. As a result, international gold and silver opened broadly higher on Mon., with safe-haven assets bid. Geopolitics remains the key near-term catalyst for precious metals, as flight-to-safety inflows support gold and silver.2) With the Lunar New Year holiday and a slower spending cadence, the dual impact was evident. Feb deliveries among China EV startups were mixed...

Gold.com

BROS

Dutch Bros

Paramount Global

Warner Bros. Discovery

LEAPMOTOR

NIO Inc. USD OV

Haven Rush Ignites Gold & Silver; BYD to Host 'Disruptive Tech' Press Event｜Daily News Recap

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MS#BYD RC2608B(55966.HK)

Tesla Shanghai Factory February Deliveries Nearly Double Year-on-Year. Can Demand Resilience Help It Regain Electric Vehicle Dominance?

The MPV battle reignites, with multiple automakers playing the smart driving card

Morgan Stanley's investment ratings and target prices for Chinese automotive stocks (Table)

IATF: BYD joins as a new member