BP#BYD RC2608D

TOUYUN BIOTECH

ONE MEDIA GROUP

JINYUAN HCHEM

C FIN INT INV

SINGASIA HLDG

CH DEMETER FIN

CHINA RISUN GP

SINO ICT

AOM INT'L

516380

CARZ

159306

002594

BYDDF

01211

515030

BYDDY

562260

516110

159323

BYD executive He Long stated in an interview that the capacity switch between the first and second generation blade batteries is still ongoing, with the team continuously expanding production and debugging, which is a massive workload. The second generation blade battery and flash charging technology will reduce the charging time to under 10 minutes

Wallstreetcn

Hwabao WP CSI Intelligent Electric Vehicle ETF

First Trust S-Network Future Vehicles & Tech ETF

Ping An CSI Auto Components Thematic ETF

BYD Company Limited

BYD COMPANY

Hua Xia CSI New Energy Vehicles ETF

E Fund CSI Auto Components Thematic ETF

BYD Company

ChinaAMC CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BYD executives stated that the capacity switch between the first and second generation blade batteries is still ongoing

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09863

XPEV

02015

09868

JP Morgan released a research report, expecting the mainland automotive industry to rebound in the second quarter of this year, with passenger car demand potentially increasing by about 30%. Geely Auto and CNHTC-JNTC are expected to outperform market expectations, while Nio and XPeng have significant upside potential in the second half of the year. BYD and Leapmotor will gradually rebound after the performance announcement in March, while Li Auto faces stock price pressure. Overall, the industry benefits from a low base and improved foot traffic before the Beijing Auto Show

AASTOCKS

GEELY AUTO

LEAPMOTOR

NIO Inc

XPeng

Li Auto

CNHTC-JNTC

NIO-SW

SINOTRUK

NIO Inc. USD OV

LI AUTO-W

Ping An CSI New Energy Vehicles Industry ETF

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Geely Auto

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

XPENG-W

Morgan Stanley expects the mainland automotive industry to rebound in the second quarter of this year, with passenger car demand potentially increasing by about 30%

BYD, the world's leading electric vehicle manufacturer, is exploring opportunities in Formula 1 racing to enhance its global brand presence, particularly in the U.S. and Europe. With F1's rising popularity, BYD may consider launching a new team or acquiring a stake in an existing one, such as the Alpine team owned by Renault. However, the high costs associated with F1 operations pose a significant challenge. The involvement in F1 could help BYD increase its visibility and sales outside of China, especially as the league continues to grow in viewership and market reach.

- BYD Co has surpassed Tesla as the global leader in electric vehicles, leveraging its growing sales to enhance brand awareness outside China.  
- The company is considering entering Formula 1 or endurance racing to further boost its brand, amidst rising popularity of the sport in the U.S. and Asia.  
- Potential involvement could include launching a new team or acquiring a stake in an existing team, like Alpine, despite challenges related to the high costs of operations.

benzinga_article

BYD Wants To Own A Formula 1 Team: Is EV Giant Eyeing Team That Counts Patrick Mahomes, Travis Kelce, Ryan Reynolds As Investors

MPNGY

00700

The Nasdaq Golden Dragon China Index initially closed down 0.7%. Among popular Chinese concept stocks, Tencent fell 4%, Nio fell 3.6%, XPeng fell 3%, Meituan fell 2.4%, and PDD fell 1.8%; BYD rose 1.1%, JD rose 1.4%, XPeng rose 2.3%, and Li Auto rose 3.1%

Meituan

TENCENT

PONY-W

Tencent Holdings Limited

JD-SW

MEITUAN

Tencent

Invesco Golden Dragon China

JD.com

09698

At the beginning of the U.S. stock market, Chinese concept stocks showed mixed performance. CSI Solar rose over 4.9%, Li Auto rose 4.6%, XPeng rose 2.8%, Daqo Energy rose 2.3%, WERIDE rose 1.9%, BYD, BEKE, and JinkoSolar rose over 1%, and Nio rose 0.8%. Meanwhile, Xiaomi, Meituan, and PDD fell by as much as 1.9%, Huazhu, Leapmotor, and TENCENT fell by up to 2.7%, Century Internet fell 3%, GDS fell 4.1%, Kingsoft Cloud fell 4.5%, and TENCENT fell 4.6%

GDS-SW

Daqo Energy

TME-SW

CSI Solar

HWORLD-S

WERIDE-W

BEKE-W

TSLA

TESL

TSLT

TSLR

TSLL

TSLG

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

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

Leverage Shares 2X Long TSLA Daily 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?

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.

Global X Autonomous & Electric V

VOYAH AUTO

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

00425

600660

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

MINTH GROUP

FYG;FUYAO GLASS

GAC GROUP

HORIZONROBOT-W

GAC Group

FUYAO GLASS

GWMOTOR

BAIC MOTOR

Great Wall Motor

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

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

BABA-W

iShares MSCI China

Krne Csi China Internet

Roundhill China Dragons ETF

Direxion FTSE China Bull 3X

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

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

NETEASE MUSIC

Netflix

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

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

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BP#BYD RC2608D(57457.HK)

BYD executives stated that the capacity switch between the first and second generation blade batteries is still ongoing

Morgan Stanley expects the mainland automotive industry to rebound in the second quarter of this year, with passenger car demand potentially increasing by about 30%

BYD Wants To Own A Formula 1 Team: Is EV Giant Eyeing Team That Counts Patrick Mahomes, Travis Kelce, Ryan Reynolds As Investors

The Nasdaq Golden Dragon China Index initially closed down 0.7%. Among popular Chinese concept stocks, Tencent fell 4%, Nio fell 3.6%, XPeng fell 3%, Meituan fell 2.4%, and PDD fell 1.8%; BYD rose 1.1%, JD rose 1.4%, XPeng rose 2.3%, and Li Auto rose 3.1%