JP#BYD RP2809E

INCON

TRANSTHERA-B

SYNERTONE

MANY IDEA CLOUD

7ROAD

JD LOGISTICS

SUMMI

EASY SMART GP

OKG TECH

BAYZED HEALTH

159323

515030

516380

BYDDY

01211

JP Morgan expects BYD's sales in the second quarter to rebound from 700,000 units in the first quarter to 1.1 million to 1.2 million units, benefiting from the newly launched second-generation blade battery and the expanding fast-charging network. The company will launch 10 new electric vehicle models, expected to be delivered in April or May. JP Morgan maintains a target price of 110 yuan and a rating of "Overweight."

AASTOCKS

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

BYD Company

BYD COMPANY

Morgan Stanley expects BYD's second-quarter sales to rebound quarter-on-quarter, rating "Overweight"

03750

In January 2026, CATL held a dominant 45.2% share of the global EV battery market, with installations of 32.5 GWh, while BYD accounted for 13.8% with 9.9 GWh. Together, they represented 59% of total global installations of 71.9 GWh, which increased by 10.7% year-on-year. The combined market share of major South Korean manufacturers fell to 12%. CATL's growth was attributed to increased demand, while BYD's share declined due to a drop in vehicle sales in China. Other notable players included LG Energy Solution and Panasonic, with shares of 6.6% and 4.3%, respectively.

- In January 2026, the combined EV battery installation volume of CATL and BYD reached 42.4 GWh, representing 59.0% of the global market.  
- CATL maintained its leading position with 32.5 GWh installed, indicating a 25.7% increase from the previous year, while BYD's share declined due to a 23.4% drop in Chinese market sales.  
- South Korean manufacturers LG Energy Solution, SK On, and Samsung SDI experienced significant declines, reducing their combined market share to 12%, affected by lower demand in the US.

CnEVPost

CATL

Global EV battery market share in Jan 2026: CATL 45.2%, BYD 13.8%

GELHY

DRIV

BYDDF

562260

516110

159306

The report from Daiwa Capital Markets indicates that the US-Iran conflict has driven up oil prices, accelerating the adoption of electric vehicles, with limited short-term cost impact on the domestic automotive industry and minimal export effects. If oil prices continue to rise by USD 15 to 20, it could widen the gap between fuel and electricity costs by 20% to 30%, increasing the penetration rate of electric vehicles by 2 to 3 percentage points in the short term. BYD has released new technology, but it is expected that the downward sales trend will be difficult to reverse in the short term. Preferred buy stocks include CATL, Ganfeng Lithium, Minth Group, and Geely, while Li Auto is the preferred short-sell target

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Global X Autonomous & Electric V

Ganfeng Lithium

GANFENGLITHIUM

LI AUTO-W

BYD Company Limited

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Auto Components Thematic ETF

Li Auto

Ping An CSI Auto Components Thematic ETF

First Trust S-Network Future Vehicles & Tech ETF

Geely Auto

Daihua Jixiang: The US-Iran conflict drives up oil prices and accelerates the popularization of electric vehicles

02845

515700

BYD has launched pre-sales for its Song Ultra EV, starting at 155,000 yuan ($22,490). This B-segment pure-electric SUV features second-generation blade battery technology and fast-charging capabilities, allowing a 10% to 70% charge in just five minutes. The vehicle offers two range options of 620 km and 710 km, and includes advanced driver-assistance systems. The official launch is expected by the end of March, with pre-order customers receiving 18 months of free flash-charging benefits. BYD aims to strengthen its position in the competitive mid-size electric SUV market.

- BYD has launched pre-sales for the Song Ultra EV, starting at 155,000 yuan ($22,490), marking its entry into the mid-size pure-electric SUV segment.  
- The vehicle features advanced second-generation blade battery technology, enabling rapid charging from 10% to 70% in five minutes, and offers range options of 620 km and 710 km.  
- BYD aims to increase market share with competitive pricing and new technology, planning an official launch by the end of March and 18 months of free flash-charging for pre-order customers.

E Fund CSI Auto Components Thematic ETF

GX CN EV BATT

Ping An CSI New Energy Vehicles Industry ETF

Guotai CSI Hong Kong Connect Automobile Industry Thematic ETF

BYD opens pre-sales for Song Ultra EV with flash-charging and 710 km range

002594

Daiwa released a research report stating that BYD's second-generation blade battery and fast charging technology will enhance low-temperature performance and provide more details on aspects such as range and battery life. The firm holds an optimistic view on BYD's new generation blade battery, giving it a "Buy" rating. BYD plans to establish 20,000 fast charging stations by the end of this year, covering one-third of the highway transportation network, and will open them for use by other automakers

Daiwa: BYD's second-generation blade battery will bring more positive factors

Nomura released a research report stating that the second-generation blade battery launched by BYD is an important milestone in its battery technology development and is expected to help the company secure more orders. However, the report also mentioned the time requirements for BYD to establish charging facilities in China and the market challenges it faces, especially in the market for electric vehicles and plug-in hybrid vehicles priced below 150,000 RMB. Nomura maintains a target price of 132 RMB for BYD, with a rating of "Buy."

Nomura: The launch of the second-generation blade battery will help BYD secure more orders, but may not be enough to completely reverse the overall business situation

BYD has launched the world's most powerful 1,500-kW EV charger and plans to build 20,000 flash-charging stations in China by year-end. The new charger features a significant power increase and can serve multiple vehicles simultaneously. BYD aims to have a station within 5 kilometers of 90% of urban areas and will also expand its charging network overseas by 2026. Additionally, vehicles with the new blade battery will receive one year of free supercharging. The stations will be accessible to electric vehicles from other brands as well.

- BYD plans to expand its flash-charging stations to overseas markets by the end of 2026 while aiming to build 20,000 stations in China by the end of this year.  
- The company has already constructed 4,239 stations, featuring a new supercharger that outputs up to 1500 kW and can serve multiple vehicles simultaneously.  
- BYD's flash-charging stations will be accessible to electric vehicles from other brands, with the goal of creating a widespread charging network as part of its "Flash-charging Planet" vision.

BYD launches world's most powerful 1,500-kW EV charger, plans 20,000 stations by year-end

BYD has unveiled its new Seal 08 sedan, set to launch in Q2. Built on an 800-volt platform, it features the latest second-generation blade battery and megawatt-level flash-charging technology, allowing for 400 kilometers of range in just five minutes. The Seal 08, part of BYD's Ocean lineup, boasts a range exceeding 1,000 kilometers and advanced features like rear-wheel steering and a smart driving assistance system. This model aims to strengthen BYD's position in the premium market, following the upcoming Sealion 08 SUV.

- BYD introduced the Seal 08, an all-new sedan built on an 800-volt high-voltage platform featuring cutting-edge second-generation blade battery technology.  
- Equipped with megawatt-level flash-charging, it can extend its range by 400 kilometers in just five minutes, with a pure electric range exceeding 1,000 kilometers anticipated.  
- The Seal 08 is a strategic move for BYD to penetrate the premium market in 2026, with additional models expected to follow, contributing to continued sales growth of its Ocean lineup.

BYD debuts Seal 08 sedan, launch set for Q2

02618

09618

The Hong Kong stock market opened higher in the morning, with the Hang Seng Index up 37 points to 25,358 points. JD.com performed well, with its stock price opening 1.6% higher, JD Health opening 3.6% higher, and JD Logistics opening 6.4% higher. Other tech stocks such as Tencent, Alibaba, and NetEase also opened slightly higher. BYD released new technology, with its stock price opening 0.4% higher. Overall market performance is positive, despite significant fluctuations in the U.S. stock market the previous day

JD-SW

JD.com

NTES-S

"Hong Kong Stocks" The Hang Seng Index opened 37 points higher, JD.com’s performance improved after results, BYD slightly increased

BYD has unveiled the Datang SUV, featuring a record 950-km range, advanced second-generation blade battery technology, and megawatt-level ultra-fast charging. Targeting the luxury market with expected prices above 400,000 yuan ($58,040), the Datang boasts a spacious interior, advanced driver assistance systems, and rapid acceleration from 0 to 100 km/h in 3.9 seconds. The vehicle is part of BYD's Dynasty lineup and aims to strengthen its position in the premium new energy vehicle segment.

- BYD unveiled the Datang SUV, its first D-segment flagship in the Dynasty lineup, expected to launch in the first half of 2026.  
- This electric SUV is equipped with advanced features including a second-generation blade battery, achieving a record range of up to 950 kilometers and 0 to 100 km/h acceleration in 3.9 seconds.  
- Priced above 400,000 yuan ($58,040), the Datang targets the luxury auto market and comes with high-end configurations aimed at enhancing BYD's presence in the premium new energy vehicle segment.

BYD's new Datang SUV debuts with record 950-km range

Citigroup stated that BYD has released its second-generation blade battery, and its new battery and charging technology should currently be at least one year ahead of the market and difficult for competitors to replicate. It reiterated a buy rating on the company

Wallstreetcn

Citigroup: BYD's new battery technology leads the market, reiterates buy rating on the company

The battle for technological equality

- After losing its top position for months, BYD showcased its next-generation blade battery and ultra-fast charging technology on March 5, introducing 11 new models across various price ranges.  
- This strategic move, seen as a response to past sales pressure from competitors like Geely, aims to democratize high-performance features like 1,000 km range and mega charging.  
- The potential impact could reshape market dynamics, leveling the playing field against traditional fuel vehicles and other electric competitors amid a burgeoning technology arms race.

Fast charging and the thousand-kilometer range are on the table, BYD has made its stance clear

Chinese automaker BYD has introduced its Blade Battery 2.0, capable of charging from 10% to 70% in just five minutes, with full charges taking slightly longer. This technology, which requires BYD's new Flash Charging EV chargers, aims to address charging time concerns for electric vehicles. Despite a recent sales dip, BYD hopes this innovation will attract customers. The battery uses lithium-iron-phosphate (LFP) to reduce costs, and the company plans to expand its Flash charging stations in China significantly. The U7 sedan can achieve over 1,000 kilometers of range under ideal conditions, but real-world performance may be lower.

- Chinese automaker BYD introduced the Blade Battery 2.0 system, which can charge from 10% to 70% in five minutes and nearly to 100% in about nine minutes, boosting EV convenience.  
- To achieve these rapid charging times, the battery requires compatibility with BYD's new Flash Charging EV chargers, which deliver 1.5 megawatts of power.  
- Despite a recent sales dip, BYD aims to leverage this advanced battery technology to maintain its lead in the EV market and attract new customers amidst increasing competition.

TechCrunch

BYD rolls out EV batteries with 5-minute ‘flash charging.’ But there’s a catch.

Chinese EV maker BYD has launched a new battery that can be charged to 70% in just 5 minutes, potentially giving it an edge over rivals like Tesla. The second-generation blade battery allows for a 97% charge in nine minutes and will be featured in BYD's mid-range and high-end models. The company plans to build 20,000 charging stations by year-end, enhancing its market presence amid competition and sluggish sales. BYD's advancements may attract customers away from Tesla, which has faced its own challenges in the Chinese market.

- Chinese EV maker BYD has launched a new battery that can be nearly fully charged in just 5 minutes, aiming to outperform rivals like Tesla.  
- This battery, featured in mid-range and high-end models, boasts a charging capability of 97% in nine minutes and a range of 640 miles for the Denza Z9 GT.  
- BYD plans to establish 20,000 charging stations by year-end to enhance its market presence amidst sluggish sales and growing competition in the Chinese EV sector.

Tip Ranks

GraniteShares 1.25 Long TSLA Daily ETF

T-Rex 2X Long Tesla Daily Target ETF

Simplify Volt TSLA Revolution ETF

Leverage Shares 2X Long TSLA Daily ETF

GraniteShares 2x Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

Tesla

BYD Could Put Rival Tesla in the Slow Lane With New 5 Minute Battery Charger

$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.

BYD COMPANY-R

BYD HK SDR 10to1

BOYD Gaming

Today’s Key News Recap

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

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

Xiaomi HK SDR 2to1

Paramount Global

Warner Bros. Discovery

LEAPMOTOR

NIO-SW

NIO Inc. USD OV

NIO Inc

Netflix

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

---

0202 | Dolphin Research Focus: 🐬 Macro/Industry 1) International precious metals have sold off sharply since the weekend, with gold and silver down materially on a hawkish Fed chair nominee, a stronger USD and higher UST yields, concentrated profit-taking, and deleveraging by levered funds. The violent swings highlight fragile risk sentiment; near term, the market likely chops in a consolidation range with elevated vol risk.2) EV startups posted their first Jan delivery prints with wide divergence in YoY growth, and Leapmotor led the pack with 32,059 units. ...

Alphabet - C

Alphabet

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

POP MART

POP MART HK SDR 20to1

CHINA MOBILE

CHINA MOBILE-R

CN Mobile HK SDR 5to1

China Mobile

Unity Software

BABA-W

Allianzim US Large Cap Buffer10 Mar ETF

Gold and silver slump, cooling the market; BABA's Qwen adds RMB 3 bn for Lunar New Year | Daily News Recap

$BYD COMPANY(01211.HK)On January 20, 2026, Cathie Wood’s Ark Invest scooped up $10.8 million worth of Broadcom shares and also added positions in WeRide, BYD, and AMD.I am holding BYD and stay committed. How about you?

Stay sideline 

Are you bullish on BYD ?

As for BYD, it's still possible to open a position now, as the pullback has ended and a rebound trend is emerging

股市江湖故事会

$BYD COMPANY(01211.HK)In 2025, CATL and BYD were the dominant players in China’s EV battery market, capturing 43.42% and 21.58% of the market respectively. Internationally, BYD has recently overtaken Tesla as the world’s largest EV seller in terms of annual units sold. Unlike many competitors, BYD produces both vehicles and key battery components . It helps BYD to reduce costs and improve margins over time. Could BYD be a good buy now with current valuation? I DCA slowly. How about you?👊🏽

JP#BYD RP2809E(64232.HK)

Morgan Stanley expects BYD's second-quarter sales to rebound quarter-on-quarter, rating "Overweight"

Global EV battery market share in Jan 2026: CATL 45.2%, BYD 13.8%

Daihua Jixiang: The US-Iran conflict drives up oil prices and accelerates the popularization of electric vehicles

BYD opens pre-sales for Song Ultra EV with flash-charging and 710 km range

Daiwa: BYD's second-generation blade battery will bring more positive factors