HS#BYD RP2811B

Smart Consumption ETF Bosera Soars

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

Chinese automakers like Geely and BYD are accelerating global expansion by acquiring old overseas factories.

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

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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.

Businesstimes News

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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

BYD COMPANY

GUOYUAN SECURITIES

DBS Group

Jefferies Financial

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.

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Xiaomi Corporation

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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.

NVIDIA

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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

Sanhua

Financial Analysis

GE Aerospace

SANHUA

BOYD Gaming

Geely Auto HK SDR 2to1

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$BYD COMPANY(01211.HK)With its aggressive international push, BYD aims to build a network of 6,000 Flash Charging stations worldwide within just 12 months. This massive infrastructure rollout, featuring the new Blade Battery 2.0 technology. It has the capability of a 10% to 70% charging in just 5 minutes. It is set to redefine the global EV landscape.I am already enjoying the ride. Are you ready to join the movement? 🚗💨

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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 2] Portfolio Health Check: Staying Focused on Tech &amp; EV 🚗1️⃣ Current HoldingsI am sticking with my core players. My largest convictions are in JD.com (43.98%) and BYD (24.22%). I also hold positions in Xiaomi and Alibaba, with a small stake in Bilibili via the US market.2️⃣ Earnings WatchThe month of May is crucial! I am closely watching the upcoming earnings announcements:• JD.com: 12 May 2026• Alibaba: 13 May 2026• Xiaomi: 26 May 2026Their financial results and forward guidance will be key indicators for my next moves.3️⃣ Portfolio ReactionThis week I added 50 JD and 200 Xiaomi shares into my portfolio. My current overall portfolio is slightly in the red this week. Alibaba remains my star, holding strong at +13.64%. However, Xiaomi has dipped 8.65% along with Bilibili and BYD have also seen minor pullbacks. Thankfully, Alibaba’s gains are helping to stabilise the total balance.4️⃣ Next PlanI am not selling anything yet. My focus is on identifying high-quality companies at attractive prices. If Alibaba or BYD hit my target entry levels, I will look to increase my stake. Meanwhile, I also monitoring Lululemon, Netflix and BNMR for compelling entry points.5️⃣ Risk CheckMy biggest risk now ? Too many eggs in one basket! 😂 Two stocks represent 68% of my capital and my exposure is almost entirely in Hong Kong. I am looking at for future diversification. I acknowledge the concentration risk but remain confident in my thesis. Chinese stocks are absolutely investible if you enter at the right price and the right mindset.😉

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$BYD COMPANY(01211.HK)BYD Surge: EV Giant Defies the Odds! 🚗BYD is making waves after its 1Q26 performance. It prove that the king of EVs still has plenty of fuel in the tank. Despite a brutal price war, BYD’s vertical integration is paying off.🔷Technical Snapshot The 1H and 4H charts show a strong bullish recovery.1️⃣Price Action: Currently at HKD 108.3, up 4.44%. The stock has reclaimed the 20-period SMA (blue line), signaling a shift from bearish to bullish momentum.2️⃣Bollinger Bands: Price is testing the Upper Band (HKD 108.6). A clean breakout here could trigger a massive rally toward the 114 resistance.3️⃣RSI: Sitting at 54.97. It is well above the oversold 20-30 range but with plenty of room to run before hitting overbought territory.🔷Fundamentals &amp; 1Q26 Review 🔋BYD’s Q1 results showcased incredible resilience. Competitors struggle with margins, yet BYD’s scale allowed it to maintain profitability despite aggressive price cuts. Key highlights include:1️⃣Market Dominance: Solidified its lead in China while rapidly expanding in SE Asia and Europe.2️⃣Tech Advantage: New DM-i 5.0 hybrid tech is driving record-breaking fuel efficiency, capturing the “range anxiety” market.🔷Analyst Sentiment &amp; Valuation Post-1Q26, analysts remain Overweight/Buy.🟢 Valuation: Trading at a forward P/E that is significantly lower than its 5-year average, making it a “growth at a reasonable price” (GARP) play.🟢 Target Prices: Major banks have revised targets upward citing strong export margins as a key catalyst.🔷The VerdictBullish. With the technicals turning green and the fundamentals robust. BYD is a “Buy on Dips” candidate. The path to HKD 120 looks open if it holds the 105 support level.Not financial advice. Always do your own DD.

Geely

Conference Minutes

Q2 GPM is expected to be stable to slightly higher vs. Q1. Product mix should further improve.

Geely Auto (1Q26 Trans): FY export target raised to 750k units

$GEELY AUTO(00175.HK) released its Q1 2026 results at midday in the Hong Kong session on Apr 29, 2026 (Beijing time). While headline revenue and net profit attributable to shareholders missed, core GPM and per-vehicle OP moved higher against the trend, underscoring strong operating resilience:1. Total revenue slightly missed, but per-vehicle ASP remained solid. Quarterly revenue was RMB 83.8bn (+15% YoY), below market est. of RMB 92.3bn.The key investor concern has been a potential QoQ decline in ASP this quarter...

Volvo

Geely: Per-car net profit on par with BYD; big comeback?

HS#BYD RP2811B(54987.HK)

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

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

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

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

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