HU-BYD @EC2701A

BYD makes history, becoming the first Chinese brand to enter the top three in monthly vehicle sales in Australia.

Canada Discusses Low Tariff Quotas for Made-in-China EVs

BYD Officially Joins the International Automotive Task Force (IATF)

BYD Named to TIME's 100 Most Influential Companies for Sixth Consecutive Year

AVIC Optoelectronics Discloses In-depth Cooperation with BYD in High-Voltage and Intelligent Connectivity Fields

BYD Announces April Battery Installation Figures

Chinese Listed Companies Set New Record for Overseas Revenue

BYD Releases Subscription Instructions for the Second Tranche of its 2026 Technology Innovation Bonds

Volkswagen Denies Rumors of BYD's Interest in Acquiring Its Dresden 'Transparent Factory'

BYD's New Flagship Sedan 'Da Han' Reportedly to Debut in May

Domestic new energy vehicles dominate Beijing Auto Show, showcasing the entire industry chain's strength

BYD Confirms Discussions with F1 Regarding Participation, Potentially Becoming the First Chinese Automaker in the Series

BYD faces controversy over unfulfilled 5,000 yuan trade-in subsidies due to a dealer's bankruptcy

BYD announced April sales data, with overseas sales reaching a record high

BYD Announces Price Increase

BYD Granted Invention Patent for "Engine Control Method," Enhancing Intelligence of Hybrid Vehicles

BYD granted multiple invention patents in fields including welding, detection, and vehicle control

BYD Raises Price of Optional ADAS Package on Some Models Due to Rising Chip Costs

BYD cancels free charging benefits for employees

BYD Explores New "Lithium-Sodium Complementation" Path in New Energy Industry

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Canadian officials are discussing how to allocate a new low-tariff quota for Chinese-made electric vehicles (EVs), allowing up to 49,000 units annually at a 6.1% tariff. This opens the Canadian market to brands like BYD and Chery for the first time, while also enabling Tesla to export its Chinese-made vehicles. An initial allocation of 24,500 permits is available until August 31, with plans to ensure equitable access among manufacturers. The government aims to reserve half the quota for cars priced under C$35,000 within five years, promoting joint-venture investments in Canada.

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BYD, Tesla may face import caps as Canada works out China EV quota

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

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

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Guoyuan Securities (HK) has maintained a Buy rating on BYD Electronic (International) Co (BYDIF) with a price target of HK$35.21, while the shares closed at HK$27.10. Additionally, DBS's Jim Hin Kwong Au also issued a Buy rating on April 30. Conversely, Jefferies maintained a Hold rating on April 29.

- Guoyuan Securities (HK) has maintained a Buy rating on BYD Electronic (International) Co, setting a price target of HK$35.21 while the shares closed at HK$27.10 last Monday.  
- Additionally, DBS’s Jim Hin Kwong Au also issued a Buy recommendation on April 30.  
- However, Jefferies issued a Hold rating on BYD Electronic on April 29.

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BYD Electronic (International) Co (BYDIF) Receives a Buy from Guoyuan Securities (HK)

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In the first quarter of 2026, CATL maintained its dominance in the global EV battery market with a 40.7% share, while BYD's share fell to 13.7%. Total global EV battery usage reached 244.6 GWh, up 9.1% year-on-year. CATL's installations increased to 99.5 GWh, driven by strong vehicle sales among key clients. In contrast, BYD's installations dropped to 33.5 GWh due to sluggish domestic sales. South Korea's LG Energy Solution held a 9.7% share, while other South Korean firms faced declines amid a 28.4% drop in US EV market sales.

- CATL held a commanding 40.7% market share in the global EV battery market during Q1 2026, despite a slight decrease from January-February numbers.  
- BYD's market share dropped to 13.7%, influenced by weak domestic vehicle sales, while LG Energy Solution maintained 9.7% with an increase in installations.  
- Overall EV battery usage grew 9.1% year-on-year, reaching 244.6 GWh, though South Korean firms faced declines due to a 28.4% fall in US EV market sales.

CnEVPost

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Global EV battery market share in January-March 2026: CATL 40.7%, BYD 13.7%

Tesla's sales in Europe rebounded in April, with significant growth in countries like France and the Netherlands, while BYD faced a decline in China for the eighth consecutive month. Tesla's stock rose 11.25%, trading at $391.89, while BYD's shares fell over 5.71% to HK$100.70. Despite BYD's strong overseas growth, including a 70% increase in exports, questions about Tesla's valuation persist due to slow advancements in self-driving technology. Used EV sales surged in the U.S., with Tesla vehicles maintaining their value better than competitors.

- Tesla Inc. reported positive sales growth in multiple European markets in April, with France seeing a 112% increase and the Netherlands 23%.  
- However, sales declined in Spain (47%), Norway (61%), Italy (5%), and Portugal (33%), attributed in part to changes in EV incentives in Norway and rising gas prices.  
- Tesla's market cap remains over $1.4 trillion, positioning it as the world's most valuable automaker, while used EV sales surge in the U.S., particularly for Tesla models.

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Tesla Vs BYD Is Heating Up Again: Elon Musk Pushes Aggressive Europe Expansion While BYD Stumbles In China

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- Chinese automakers are increasingly designing vehicles specifically for export markets to counteract weak domestic sales and industry overcapacity.  
- Major brands like BYD, Chery, and SAIC are developing smaller, tailored models for European consumers, reflecting the significant demand for hatchbacks in that region.  
- As competition grows, adapting designs to local preferences is crucial for sustained success, with analysts emphasizing the necessity of creating globally relevant vehicles.

Reuters

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FOCUS-China's carmakers chase 'Yaris moment' to ignite overseas growth

Chinese automotive giant BYD is set to launch its Flash Charging network in Australia and New Zealand, with the first stations opening by year-end. Initially, three stations will be established in Adelaide, Melbourne, and Sydney, coinciding with the launch of the Denza Z9 GT. BYD aims to deploy 6,000 Flash Charging stations globally within a year, with significant expansion planned in Europe. The Flash Chargers can deliver high-output charging, significantly reducing charging times for electric vehicles.

- BYD plans to launch the Denza Z9 GT in Australia and New Zealand in Q3, incorporating the second-generation Blade Battery compatible with Flash Chargers.  
- Three Flash Charging stations will be established in Australia at select showrooms, with expansions to BYD dealerships planned, while New Zealand will also see deployments at Denza sites.  
- The company aims to build a network of 6,000 Flash Charging stations globally, with 50% in Europe, enhancing its EV charging infrastructure to support rapid charging capabilities.

electrive

BYD to establish Flash Charging stations in Australia and New Zealand

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- Washington's AI chip restrictions have resulted in a $5 trillion loss in revenue for a major chipmaker in China, while increasing opportunities in intelligent vehicle technology.  
- CEO Jensen Huang is poised to benefit from this shift in the automotive chip market, although local competitors are also pursuing the same technological advancements.  
- Carmakers like Nio and Xpeng are developing and transitioning to in-house chip solutions, while companies like BYD and Geely utilize Nvidia's Drive Hyperion platform for autonomous vehicles.

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BREAKINGVIEWS-Smart cars offer Nvidia route back to China

The 2026 Beijing Auto Show showcased a record scale of 380,000 square meters, attracting 1.28 million visitors, including 65,000 from abroad. Key highlights included advancements in intelligence and electrification technologies, with numerous automakers presenting AI-integrated models. Chinese brands excelled in AI and autonomous driving, while international brands sought deeper local integration. Notably, BYD's Yangwang U9 Xtreme was sold for over $2.9 million, marking it as the most expensive model at the show. Tesla notably did not participate in this major event.

- The 2026 Beijing Auto Show concluded on May 3, showcasing a record 1,451 vehicles and attracting 1.28 million visitors, highlighting China's significant role in the global auto industry transformation.  
- Key themes included advancements in intelligence and electrification technologies, with many automakers displaying AI-integrated models and breakthroughs in power battery technology enabling longer ranges.  
- Chinese brands demonstrated resilience in the new energy sector, surpassing foreign competitors in high-end market segments, while international brands, including a notable absence from Tesla, sought deeper integration within the local industry ecosystem.

Record-breaking Beijing Auto Show highlights accelerated shift to smart EVs

HU-BYD @EC2701A(28913.HK)