MS#BYD RC2609B

PUXING ENERGY

STARCOIN GROUP

KNOWLEDGE ATLAS

EASY SMART GP

WORLD SUPER

XL2CSOPSMSN-U

PPS INT'L

LAP KEI ENGRG

CHINA FORTUNE

XL2CSOPSMSN

BABA

TCTZF

00700

01211

002594

TCEHY

BYDDY

KBAB

BABX

The Nasdaq Golden Dragon China Index initially closed up 0.3%. Among popular Chinese concept stocks, Li Auto initially closed up 3.1%, NIO rose 2.7%, Tencent rose 0.8%, Alibaba fell 1.3%, and BYD fell 2.2%

Wallstreetcn

Alibaba

Tencent Holdings Limited

TENCENT

BYD COMPANY

NASDAQ 100 Technology Sector Market-Cap Weighted Index

LI AUTO-W

Li Auto

NIO Inc

NASDAQ Golden Dragon China Index

Tencent

NIO-SW

BYD Company

China Universal NASDAQ 100 ETF(QDII)

KraneShares 2x Long BABA Daily ETF

Krne Csi China Internet

Invesco Golden Dragon China

Direxion FTSE China Bull 3X

BABA 2x Long Daily ETF - GraniteShares

iShares MSCI China

Roundhill China Dragons ETF

Bosera NASDAQ 100 ETF(QDII)

562260

TSLR

TESL

BYDDF

159323

159565

516110

562700

159306

515030

- New car registrations in Italy increased by 7.6% year-on-year in March, reaching 185,367 vehicles.  
- Year-to-date figures show a 9.2% rise, totaling 484,802 units, with Stellantis leading the market at a 10.8% sales increase and a 30.8% market share.  
- Chinese manufacturers also performed well, with BYD sales up 189.3% and Chery's Omoda/Jaecoo brands increasing by 258%, while Tesla saw a 31.6% rise in March sales.

Reuters

HFT CSI Auto Components Thematic ETF

GraniteShares 2x Long TSLA Daily ETF

Simplify Volt TSLA Revolution ETF

BYD Company Limited

Ping An CSI New Energy Vehicles Industry ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Direxion Daily TSLA Bull 2X Shares

ChinaAMC CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

Tesla

T-Rex 2X Long Tesla Daily Target ETF

Stellantis NV

Hua Xia CSI New Energy Vehicles ETF

Leverage Shares 2X Long TSLA Daily ETF

GraniteShares 1.25 Long TSLA Daily ETF

Italy new car registrations up 7.6% in March

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In March, BYD and other electric vehicle manufacturers in China saw a significant increase in sales compared to February. Tesla is expected to once again become the leading electric vehicle seller when it announces its delivery numbers on Thursday. This development follows reports of improved sales by Chinese EV companies.

Unusual Whales

XL2CSOPTSLA

Hwabao WP CSI Intelligent Electric Vehicle ETF

Tesla EV Deliveries On Tap After China Rivals Report Rebounding Sales In March

BYD COMPANY announced that in March, the sales of new energy vehicles reached 300,222 units, a year-on-year decrease of 20.5%, but a month-on-month increase of 57.9%. Among them, overseas sales totaled 120,083 units, an increase of 19.4% month-on-month. During the month, the production of new energy vehicles was 300,399 units, a year-on-year decrease of 24%. In the first quarter of this year, the cumulative sales of new energy vehicles were approximately 700,400 units, and the cumulative production was 708,000 units, representing year-on-year decreases of 30% and 33%, respectively

AASTOCKS

BYD's March sales reached 300,000 vehicles, a month-on-month increase of 57.9%

Bogotá has introduced its first locally produced electric buses into the TransMiZonal public transport system. The initial delivery includes 68 buses, with a total order of 711 expected to be completed next year. The buses, manufactured by Marcopolo Superpolo and equipped with BYD technology, aim to replace older, conventionally powered buses, enhancing mobility and sustainability. Mayor Carlos Fernando Galan emphasized the importance of this initiative for the city's quality of life and local job support, with 1,330 direct jobs created and a network of 180 domestic suppliers involved.

- TransMilenio is set to receive 68 electric buses, marking the initial phase of a total order of 711 vehicles, with completion expected next year.  
- These battery-electric buses, produced locally by Marcopolo Superpolo and with components from BYD, aim to replace older models while supporting 1,330 jobs and benefiting around 180 suppliers.  
- Mayor Carlos Fernando Galan emphasized that this modernization reflects Bogotá’s commitment to enhanced mobility, sustainability, and quality of life for its citizens.

electrive

Bogotá receives first locally produced electric buses

BYD's NEV sales rebounded to 300,222 units in March, a 57.85% increase from February, but down 20.45% year-on-year. Overseas sales surged 65.12% to 120,083 units. Despite the monthly recovery, BYD faces ongoing challenges with year-on-year declines and a competitive market. The company aims to export 1.5 million vehicles in 2026 and has expanded its charging infrastructure. In Q1, total NEV sales were 700,463 units, down 30.01% year-on-year, while battery installations increased by 4.46% year-on-year. BYD remains a leader in the global NEV market.

- BYD sold 300,222 new energy vehicles (NEVs) in March, marking a 57.85% increase from February but a 20.45% decline year-on-year.  
- Overseas sales reached 120,083 units in March, a significant rise of 65.12% from the previous year, contributing to BYD's growth amidst a challenging domestic market.  
- Despite the uptick in March, the NEV market continues to face intense competition and a decline in overall sales, prompting BYD to enhance its export target for 2026 to 1.5 million vehicles.

CnEVPost

BYD Mar NEV sales rebound to over 300,000 as overseas growth accelerates

March delivery data for Chinese new energy vehicle (NEV) companies is out, showing a clear pattern of the strong getting stronger: BYD delivered 300,200 vehicles in March, ranking first; Geely NEV delivered 127,000 units; Li Auto delivered 41,000 units; Nio delivered 35,000 units, a 136% year-on-year surge; ZEEKR delivered 29,000 units; XPeng delivered 27,000 units. Tesla's first-quarter deliveries are expected to reach 369,000 units, a sequential decline of nearly 12%

- In March 2026, major Chinese electric vehicle manufacturers reported impressive delivery growth, with BYD leading by delivering over 300,000 units.  
- NIO's deliveries reached 35,486, reflecting a 136% year-on-year increase, while other brands like Geely, Li Auto, and Xpeng also showed substantial growth, albeit with some facing market pressure.  
- Tesla is expected to see a quarterly delivery decline of about 12% due to increased competition and demand fluctuations, prompting analysts to revise their annual delivery forecasts downward.

Global X Autonomous & Electric V

First Trust S-Network Future Vehicles & Tech ETF

XPeng

XPENG-W

LEAPMOTOR

March EV Report Card: BYD Breaks 300,000 Units Monthly, Nio Surges 136% YoY, Tesla Faces Q1 Pressure

Hina Battery's general manager predicts that sodium-ion battery costs will fall to match those of lithium batteries by 2027 or 2028, with a significant price convergence expected next year. Currently, sodium battery prices range from 0.5 to 0.7 yuan per watt-hour, while lithium batteries range from 0.3 to 0.5 yuan. This shift is anticipated to boost market confidence and drive large-scale adoption of sodium-ion batteries, with performance improvements expected to increase energy density to over 180 Wh/kg by 2028. Other companies like CATL and BYD are also advancing sodium battery technology.

- Hina Battery's general manager expects sodium-ion battery costs to fall rapidly, converging with lithium battery prices as early as next year.  
- Currently, lithium battery prices range from 0.3 to 0.5 yuan per watt-hour, while sodium batteries cost between 0.5 and 0.7 yuan, but this gap is predicted to close by 2027 or 2028.  
- Industry trends indicate that technological advancements and increased production will lead to the large-scale adoption of sodium-ion batteries, enhancing market confidence in the sector.

Hina Battery exec predicts sodium battery costs will fall to match lithium rivals

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On April 1st, Hong Kong stocks rose across the board, with the Hang Seng Index closing up 2.04% at 25,294.03 points, and the Tech Index rising 2.29%. The internet and retail sectors led the gains, with Tencent and Alibaba making significant contributions, while popular stock KNOWLEDGE ATLAS surged over 31%. The market was buoyed by positive macro data and AI innovation, with active trading, but high-level pressure still needs attention

- On April 1, Hong Kong's three major stock indices rose as risk appetite improved, with the Hang Seng Index closing at 25,294.03, up 2.04%.  
- The technology and internet sectors performed well, benefiting from AI advancements, while the oil and gas sector faced losses due to falling international oil prices.  
- Market focus remains on economic data and potential policy shifts, influencing stock performance and investor sentiment.

Market Heartbeat

CAM HS TECH

CSOP HS TECH

ChinaAMC Hang Seng Technology ETF(QDII)

GX HS TECH

Hang Seng TECH Index

ISHARESHSTECH

HSTECH ETF

Tianhong Hang Seng TECH ETF(QDII)

Hang Seng TECH ETF I

BABA-W

CNOOC

ZIJIN MINING

POP MART

XIAOMI-W

MEITUAN

YOFC

Hang Seng Index

China Southern Hang Seng ETF

ISHARESHSI

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hong Kong stocks close | Hang Seng Index rises 2.04%, KNOWLEDGE ATLAS surges 31.94% to lead

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01070

EBIZ

On April 1, the Hong Kong stock market saw a collective rise in major indices during intraday trading, with the Hang Seng Index up 2.39% and the Hang Seng Tech Index up 2.64%. The internet content and retail sectors performed strongly, with leading stocks such as Tencent Holdings and Alibaba-W significantly boosting market sentiment. The oil and gas sector, influenced by international oil prices, saw a contrarian pullback. Individual stocks like TCL ELECTRONICS and HANSOH PHARMA were active with robust trading volumes, while the market is closely watching macroeconomic data and changes in consumer confidence

- At midday on April 1, Hong Kong stocks rose, with the Hang Seng Index up 2.39% to 25,379.55 points, though it remains below recent highs.  
- The market observed significant movements in innovative sectors, with notable gains from companies such as Zhiyuan and TCL Electronics, while the energy sector faced pressure, highlighted by a drop in CNOOC shares.  
- Investor focus is shifting towards macroeconomic indicators like manufacturing PMI and unemployment rates amidst ongoing fluctuations in exports and trade.

TCL ELECTRONICS

Global X E-commerce ETF

VanEck Retail ETF

CI-LEAP@EC2612A

WUXI APPTEC

SUN HUNG KAI CO

HANSOH PHARMA

E Fund CSI HK Connect Internet ETF

SPDR S&P Retail ETF

Hong Kong Stocks Intraday | Hang Seng Index Rises 2.39%, Internet Retail Strong

BYD has launched its 5,000th flash charging station, marking a significant step in its goal to deploy 20,000 stations in China by year-end. The milestone station is located in Lanzhou, Gansu province. BYD aims to build 15,000 more stations, averaging over 1,600 per month, with plans for 1,000 highway stations before May Day. The charging network now covers 297 cities, offering up to 1,500 kW charging power, enabling rapid vehicle charging. BYD also plans to expand its flash chargers to international markets by 2026.

- BYD has launched its 5,000th flash charging station in Lanzhou, marking a key milestone in its expansion of a nationwide charging network.  
- The company aims to install a total of 20,000 fast charging sites in China by the end of this year, with 15,000 more stations needed at an average rate of over 1,600 per month.  
- These charging stations support the highest power available globally and will eventually cater to electric vehicles from other brands, with plans for international deployment by 2026.

BYD deploys 5,000th flash charging station as it targets 20,000 sites this year

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Bank of China analyst has maintained a Buy rating on BYD Electronic (International) Co (BYDIF) with a price target of HK$38.70. Additionally, CMB International Securities also issued a Buy rating for the company. However, Citi maintained a Sell rating on BYDIF on March 30.

- Bank of China analyst maintained a Buy rating on BYD Electronic (International) Co and set a price target of HK$38.70.  
- CMB International Securities also issued a Buy rating on the company in a separate report.  
- In contrast, Citi maintained a Sell rating on BYD Electronic (International) Co on March 30.

Tip Ranks

BYD ELECTRONIC

BYD Electronic (International) Co (BYDIF) Receives a Buy from Bank of China

XIACY

The short selling amount in the Hong Kong stock market reached HKD 21.03 billion in the first half of the day, accounting for 17.1% of the total shortable stock turnover of HKD 122.85 billion. The previous day was 18.5%. The main shorted stocks include Xiaomi Corporation (short selling ratio 41.4%, amount HKD 1.11 billion), BYD COMPANY (short selling ratio 41.5%, amount HKD 1 billion), Tencent (short selling ratio 15.1%, amount HKD 730 million), CSOP HS TECH (short selling ratio 20.8%, amount HKD 690 million), and Alibaba (short selling ratio 18.5%, amount HKD 660 million)

Xiaomi Corporation

The short selling in the Hong Kong stock market for half a day reached HKD 21.03 billion, accounting for 17.1% of the total turnover of shortable stocks

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On March 31, the three major Hong Kong stock indices collectively closed lower. Market sentiment was significantly pressured by macroeconomic data fluctuations and external environmental factors, with the Hang Seng Tech Index plunging to a near two-week low. The market displayed a clear characteristic of "heavyweight retreat, thematic activity": influenced by oil price volatility and performance expectations, the oil and gas sector and leaders such as YOFC were among the top decliners, while heavyweight tech stocks like Tencent, BABA-W, and Xiaomi also generally weakened. Overall, the market lacks upward momentum in the short term, and investors are focusing on sector rotation and structural opportunities guided by macroeconomic indicators

- On March 31, Hong Kong's three major indices fell collectively, with the Hang Seng Index closing at 24,788.14, showing a slight increase of 0.15%.  
- The Hang Seng Tech Index plummeted 0.86% to 4,649.82, reaching a near two-week low due to negative sentiment in the tech sector, while the China Enterprises Index dropped 0.30%.  
- Key stocks like Tencent and Baidu showed minor gains, but major declines were observed in stocks such as Xiaomi and Alibaba, confirming market pressures amidst external economic fluctuations.

LB Select

SENSETIME-W

KUAISHOU-W

BIDU-SWR

UNITEDENERGY GP

SYNAGISTICS

SEYOND

PATEO

CMON

C TRANSMISSION

RONGZUN INT’L H

SMIC

Hong Kong Stock Market Closing | Three Major Indices Underperform, Tech and Oil/Gas Sectors Slump, Small-Cap Thematic Stocks Explode Against the Trend

$BYD COMPANY(01211.HK)Is the world’s top EV maker charging up for a rally or stalling out? I am bullish on BYD Company Ltd (1211.HK) 🚀The 4H chart and fundamentals flash bullish signals. Here is the breakdown:🔹 Technical Snapshot I am using Kalman Trend Levels Indicator by BigBeluge to filter the price data using dual time frame analysis. This indicator filters out market noise to reveal true price action.❤️ Kalman Trend Shift: Price just broke above the green Kalman cloud (HKD100.0–HKD101.2). This is a major bullish signal, suggesting the long-term downtrend from HKD140.0 has finally neutralized.❤️ Support &amp; Resistance: Strong floor at HKD90.0 (blue ‘D’ and ‘S’ icons). Upside resistance at HKD125.0 remains the “boss level” BYD must clear to confirm a new bull market.❤️ RSI (Relative Strength Index): Currently at 56.91. Healthy buying interest without being “overbought” (&gt;70). Plenty of runway left before hitting a ceiling.❤️ Momentum: Green arrows show successful “buy” signals as price bounced off HKD101.2 support.🔹 Fundamentals (The Global Pivot)BYD’s latest results (March 27, 2026) highlight a company in transition:❤️ Revenue vs. Profit Trap: 2025 revenue hit HKD800B, but net profit dropped ~19% due to China’s brutal price war squeezing margins.❤️ Export Engine: Raised 2026 export target to 1.5M vehicles (from 1.3M). Overseas sales now ~40% of revenue. International margins are far stronger than domestic.❤️ Innovation Moat: Blade Battery 2.0 + “Flash Charging” (10%→70% in 5 minutes). Tech leadership keeps BYD ahead of Tesla in NEV volume.❤️ Dividend Note: Payout ratio cut to 10% to fund global factory expansion (Brazil, Hungary, SE Asia). Great for growth but less immediate passive income.My Verdict🟢 ACCUMULATE / BUY ON DIPS👉 The 2025 profit dip looks priced in. You are buying a global leader at valuations reflecting domestic fears while ignoring massive international expansion.

BOYD Gaming

BYD COMPANY-R

BYD HK SDR 10to1

Conference Minutes

The company targets a 50/50 split between overseas and domestic markets. This is the share mix it aims to achieve.

TM ADR US

Toyota Motor

Toyota

BYD (4Q25 Trans): 2026 overseas sales target 1.5mn+ units

Financial Analysis

Thank you pls. Pls i need help to asist me

NewUser_ajOEa6

$BYD COMPANY(01211.HK) released its 2025 Q4 results after the HK close on the evening of Mar. 27 (Beijing time). Key points:1) Revenue beat but driven by BYD Electronics; auto sales revenue in line: In Q4, total revenue was RMB 237.7bn, slightly above the RMB 236.7bn consensus, mainly on strong QoQ growth in non-core businesses, notably BYD Electronics.Auto sales revenue was RMB 181.5bn, in line with expectations, but vehicle ASP continued to trend down.2) Vehicle ASP still on a downward path: Vehicle ASP remains on a downward trajectory.In Q4...

BYD: Crown Lost; A 'Toyota' Abroad Next?

Great take on the results. Consumers are rather weak at the moment and that will also need sorting out before revenue shows. Unless AI revenue picks up substantially to take up the flak, I would not expect much from upcoming quarters.

Heroic Lifesaver

Total asset size ranks among the top 2% of account holders
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Total Assets

Current rate of return reached top 3% of users
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Rate Of Return

BYD 4Q25 First Take: Overall, Q4 results still missed expectations. Revenue beat, but the outperformance came mainly from the non-core BYD Electronics unit. As for the core auto biz: ① Q4 auto revenue was RMB 181.5bn, in line with the Street. However, ASPs continued to decline. ② Auto GPM and net profit per vehicle missed. The Street had expected at least a 200bps QoQ rebound in auto GPM to 22.5% on a cooler price war, Q4 scale benefits, and a stronger overseas mix. Net profit per vehicle was expected to recover to RMB 7.1k, still well below the ~RMB 9.0k run-rate in 2024. However, auto GPM and net profit per vehicle still fell short, with net profit per vehicle at only RMB 6.7k. Insufficient unit-cost declines and a sharp QoQ jump in selling expenses constrained margin expansion. Domestic auto sales remained under heavy pressure in Q4. $BYD(002594.SZ) $BYD COMPANY(01211.HK)

It’s good that the sustainable fuel tax is delayed amid this oil crisis. Hope the war will end by Oct.

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☕️ Daily Market Talk | March 26, 2026

MS#BYD RC2609B(60152.HK)

MS#BYD RC2609B Stock Performance Chart

The Nasdaq Golden Dragon China Index initially closed up 0.3%. Among popular Chinese concept stocks, Li Auto initially closed up 3.1%, NIO rose 2.7%, Tencent rose 0.8%, Alibaba fell 1.3%, and BYD fell 2.2%

Italy new car registrations up 7.6% in March

Tesla EV Deliveries On Tap After China Rivals Report Rebounding Sales In March

BYD's March sales reached 300,000 vehicles, a month-on-month increase of 57.9%

Bogotá receives first locally produced electric buses