ChinaAMC MSCI China A Inclusion ETF

Ping An Upgrades Its Home-based Elder Care Service System

CPCA predicts that China's auto market growth will face pressure next year

BYD launches Sealion 5 plug-in hybrid SUV in South Africa

BYD Energy Storage Signs Strategic MoU with Corvus Energy to Accelerate Marine Battery Innovation

Analysts note that, led by BYD, Chinese auto brands' market share in Europe has surpassed that of South Korean brands for the first time

CICC Capital's Tong Zhong steps down as a director of BYD Semiconductor

CPCA Data Shows BYD's NEV Market Share was 23.2% in November, Maintaining Lead

BYD Applies for New Patent on Energy Recovery Control

HKEX launches Tech 100 Index, with BYD Company included as a constituent stock.

BYD production line equipment arrived in Hungary as assembly start is looming

Media reviews BYD's pioneering new energy technologies, affirming its industry leadership position

Ford to use Renault technology for cheaper European EVs to fend off Chinese rivals

Renault Revives Twingo in European Market Using Chinese Supply Chain

BYD applies for patent related to battery pack housing to improve energy density

CATL's Marine Battery System Receives RINA Type Approval Certificate

BYD faces industry resistance in Brazil as government is divided on EV import quotas

BYD announced it hosted 137 shareholders and agents for a survey on December 5

Financial analysis suggests the RMB may be undervalued, citing the significant price difference of BYD cars domestically and abroad as an example

Morgan Stanley Upgrades Ping An's Rating and Price Target

Fujian Province Promotes Electric Ship Development, Accelerates Charging Infrastructure Construction

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<p>Huatai Securities analyzes the supply and demand of lithium mines, believing that there is a significant divergence in market expectations for demand growth in 2026, and a confirmed shortage of lithium resources in 2027. The price of lithium carbonate has risen since September, influenced by supply-side disruptions and high growth on the demand side. It is expected that the growth rate of lithium resource production will be 32.3% in 2026 and 17.1% in 2027. Energy storage demand is optimistic, but there are still divergences in growth rates</p>

- The article analyzes the future demand and supply dynamics of lithium carbonate, highlighting significant market discrepancies in growth expectations for 2026 and 2027, particularly in energy storage.  
- It predicts that lithium resource supply will increase by 32.3% in 2026 and 17.1% in 2027, while demand is expected to range between 197.5 and 216.8 thousand tons LCE, reflecting a wide variance due to differing growth assumptions.  
- The analysis concludes that while 2026 may see a slight oversupply, 2027 could shift towards a shortage, potentially driving lithium prices above 10 thousand yuan per ton.

Wallstreetcn

Ganfeng Lithium

GANFENGLITHIUM

Qinghai Yanhu Industry

CATL

Huatai Securities: The supply and demand of lithium mines will be highly controversial in 2026, but a shortage in 2027 is certain

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<p>In November, BYD led China's NEV market with a 23.2% share, slightly up from October. Tesla returned to the top 10, ranking fifth with a 5.5% share, up from 2.03% in October. BYD's sales were 306,561 units, while Tesla sold 73,145 units. Geely maintained second place with a 13% share. BYD's chairman attributes sales decline to reduced technology lead, with new releases expected soon.</p>

- BYD maintained its position as China's largest new energy vehicle (NEV) maker in November, with a 23.2 percent market share, despite a year-on-year sales decline.  
- Tesla returned to the top 10 NEV retailers, ranking fifth with 73,145 retail sales in November, marking a significant recovery from October's low sales.  
- From January to November, BYD led the NEV market with a 27.4 percent share, while Tesla ranked fifth with a 4.6 percent share, highlighting the competitive landscape in China's EV sector.

CnEVPost

BYD Company Limited

BYD Company

BYD COMPANY

Tesla

Automakers' share of China NEV market in Nov: BYD leads with 23.2%, Tesla 5th with 5.5%