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BEIJING, March 9 (Reuters) - Chinese electric vehicle battery maker CATL’s net profit rose by a better-than-expected 57.1% in the fourth quarter, as it navigated oversupply issues and geopolitical headwinds in the face of intensifying competition.Fourth-quarter profit rose 57.1% from a year earlier to 23.17 billion yuan ($145 million), compared with a 41.2% rise in the third quarter, the biggest gain in two-and-a-half years, according to a stock filing on Monday. The fourth-quarter number was above LSEG’s forecast of 40.9% increase. ($1 = 6.9165 Chinese yuan renminbi)

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China's CATL beats estimates as profit growth quickens

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BYD will continue producing its first-generation blade battery alongside the newly launched ultra-fast charging version to provide customers with more options and maintain pricing flexibility. This dual-product strategy aims to address recent sales declines and fluctuations in supply chain costs. The company is also investing in charging infrastructure, planning to build 20,000 flash-charging stations by year-end. Despite facing a six-month sales decline, BYD's management is optimistic about recovery in the second quarter as new technologies are implemented.

- BYD will continue producing its first-generation blade battery alongside a newly launched ultra-fast charging version, aiming to provide customers with more options.  
- The company also plans to invest in infrastructure by building 20,000 flash-charging stations, utilizing an asset-light model for urban public charging.  
- Despite facing a six-month sales decline, BYD's management remains optimistic about market recovery as new technologies are deployed.

CnEVPost

BYD Company

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

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BYD Company Limited

BYD to keep 1st-gen blade battery to offer buyers more choices

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The auto industry experienced significant developments this week. Xiaomi deployed humanoid robots in its EV assembly plant, while BYD applied for a permit to import vehicles into Canada after a tariff agreement. Geely outsold BYD for the second month in a row, selling 270,000 units compared to BYD's 210,051. Tesla saw a rise in European registrations despite a sales drop. Meanwhile, rising oil prices due to the US-Iran conflict negatively impacted stocks of Ford, GM, and Stellantis.

- This week, the auto industry saw significant developments, including Xiaomi's deployment of humanoid robots in its EV assembly plant and BYD's application for a permit to import vehicles into Canada after a tariff agreement.  
- Geely outperformed BYD in sales for the second month, selling 270,000 units compared to BYD's 210,051, highlighting intensified competition in the Chinese market.  
- Additionally, Tesla reported a rise in European registrations despite a drop in sales, while Ford, GM, and Stellantis experienced stock declines due to surging oil prices linked to the US-Iran conflict.

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GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

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Weekend Round-Up: Xiaomi's Humanoid Robots, BYD's Canada Move, Geely's Sales Lead, Tesla's Europe Registrations And More

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BYD has introduced a 1.5MW EV charger that can charge vehicles from 10% to 97% in approximately nine minutes, challenging Tesla's Supercharger network, which typically takes 25-30 minutes for similar charging. BYD's Flash Charging system delivers up to 1,500 kilowatts, significantly outpacing Tesla's 250 kilowatt output. The new technology requires BYD's second-generation Blade Battery and compatible vehicle architecture. With over 4,000 Flash Charging stations already installed in China, BYD plans a global rollout, potentially shifting the competitive landscape in the EV charging market.

- Tesla Inc's Supercharger network has been a significant competitive advantage, providing efficient EV charging and long-distance travel options.  
- BYD Co., Ltd. has introduced a 1.5-megawatt Flash Charging system that can charge an electric vehicle from 10% to 97% in approximately nine minutes, significantly outpacing Tesla's chargers.  
- The emergence of such ultra-fast charging technology indicates a potential shift in the EV industry, challenging Tesla's previous dominance in charging infrastructure.

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BYD Needs Just 9 Minutes To Challenge Tesla's Last Great Advantage

BYD's sub-brand Fang Cheng Bao has unveiled flash-charging editions of the Tai 3 and Tai 7 SUVs, featuring second-generation blade batteries and ultra-fast charging technology. The Tai 3 offers a range of 620 km and a dual-motor system, while the Tai 7 boasts a maximum range of 755 km with options for RWD and AWD. The launch event is scheduled for March 13, where more details will be revealed. BYD also plans to expand its flash-charging stations internationally by 2026.

- BYD's sub-brand, Fang Cheng Bao, introduced the Tai 3 and Tai 7 EV flash-charging variants featuring second-generation blade battery technology.  
- The Tai 3 is a compact SUV with a range of 620 kilometers, while the Tai 7 is a mid-size SUV with a range of 755 kilometers, both equipped with advanced power systems and fast-charging capabilities.  
- More details about these models will be available at a launch event on March 13, and BYD plans to expand its flash-charging network globally by the end of 2026.

BYD Fang Cheng Bao unveils Tai 3 and Tai 7 flash-charging editions, launch set for Mar 13

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The total short selling amount in the Hong Kong stock market reached HKD 45.23 billion, accounting for 21% of the total shortable stock trading volume of HKD 215.78 billion. The previous day was 18.1%. The top five stocks by short selling amount include: Tencent's short selling ratio of 22.5%, with a short selling amount of HKD 2.72 billion; Alibaba-W's short selling ratio of 18%, with a short selling amount of HKD 1.84 billion; BYD's short selling ratio of 43.8%, with a short selling amount of HKD 1.56 billion; Southern Hang Seng Technology's short selling ratio of 39.6%, with a short selling amount of HKD 1.52 billion; JD Group-SW's short selling ratio of 52.3%, with a short selling amount of HKD 1.49 billion

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KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

The total short selling in Hong Kong stocks for the day was HKD 45.23 billion, accounting for 21% of the turnover of shortable shares

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0306｜Dolphin Research Focus: 🐬 Macro/Industry 1) The US Dept. of Commerce is preparing to globalize its export approval regime for advanced AI chips, moving beyond country-specific controls. Reviews would be organized into three tiers based on purchased compute.Orders exceeding 200k chips would trigger government-to-government negotiations and the disclosure of critical technical details. Approved countries would also be required to commit matching investment in US digital infrastructure.This move reflects US tech hegemony and could destabilize the global semiconductor supply chain. It also raises compliance costs for US chip makers.It is likely to push countries to accelerate domestic compute R&amp;D, supporting China's semiconductor localization. Overall, expect faster onshore capacity build-outs and substitution.

BYD's 'disruptive tech' debuts; Xiaomi's mobile Agent emerges | Daily News Recap---

JP Morgan believes that the combination of the second-generation blade battery and the fast-charging network is pushing BYD to a leading position in the next stage of electric vehicle popularization. As long as it overcomes short-term performance disturbances, BYD is expected to regain upward momentum driven by a strong new product cycle and technological breakthroughs

- JPMorgan is optimistic about BYD, highlighting its second-generation blade battery and super-fast charging network as key to leading the next phase of electric vehicle adoption.  
- The latest report indicates that BYD's integrated solution, combining battery innovation and safety, positions it as a frontrunner, with an estimated sales increase from 700,000 to 1.1-1.2 million vehicles in Q2 2026.  
- JPMorgan maintains a "buy" rating on BYD shares, setting a target price of HKD 110.00, indicating nearly 20% upside potential from the current HKD 93.00.

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After watching the press conference, JP Morgan is more confident in BYD: Don't get hung up on the 2025 performance, fast charging is expected to disrupt the industry!

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BYD has launched its 2026 Yangwang U7, U8, and U8L models, featuring the second-generation blade battery and flash-charging technology. Prices range from 658,000 to 1.3 million yuan. The U7 is a luxury sedan with a range of up to 1,006 km, while the U8 is a luxury SUV with rapid charging capabilities. The U8L is the flagship model, emphasizing luxury and advanced features. This launch marks BYD's continued expansion into the high-end market, showcasing its core technologies.

- BYD has introduced the 2026 Yangwang U7, U8, and U8L models, featuring second-generation blade battery and flash-charging technology.  
- Prices range from 658,000 yuan to 1.3 million yuan, with the U7 promoting luxury sedan attributes and the U8 focusing on off-road capabilities, each boasting significant electric ranges and advanced powertrains.  
- The Yangwang brand aims to compete with traditional luxury and emerging electric luxury brands, becoming a key platform for BYD to demonstrate its technological innovations.

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Ping An CSI Auto Components Thematic ETF

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E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Auto Components Thematic ETF

BYD launches 2026 Yangwang lineup with next-gen blade battery

2nd-gen Blade Battery &amp; fast charging: disruptive enough?

BYD: 'Disruptive' launch—can it reclaim the auto-universe crown?---

BYD has launched the Seal 07 EV and the 2026 Sealion 06 EV, both featuring the second-generation blade battery and flash-charging technology. The Seal 07 EV starts at 169,900 yuan ($24,600) and offers a range of up to 705 kilometers, while the Sealion 06 EV has a range of 710 kilometers and starts at 159,900 yuan. Both models support rapid charging, with the Sealion 06 EV charging from 20% to 97% in about 11 minutes even in cold conditions. BYD plans to build 20,000 flash-charging stations in China by year-end and expand internationally.

- BYD has launched the Seal 07 EV sedan and the 2026 Sealion 06 EV SUV, both featuring second-generation blade battery and flash-charging technology.  
- The Seal 07 EV starts at 169,900 yuan ($24,600) and offers a maximum range of 705 kilometers, while the Sealion 06 EV offers a range up to 710 kilometers with faster charging capabilities.  
- Furthermore, BYD plans to establish 20,000 flash-charging stations in China by the end of the year and expand its network internationally in the future.

BYD launches Seal 07 EV and updated Sealion 06 EV, both equipped with 2nd-gen blade battery and flash-charging

HSBC's research report pointed out that BYD has launched Blade Battery 2.0 and a fast charging network, planning to expand to 20,000 charging points by the end of 2026, allowing vehicles to charge in 9 minutes. The bank maintains a "Buy" rating on BYD, with a target price of HKD 139 for H shares. Although A shares and H shares have performed differently year-to-date, mainly due to reduced subsidies and a weak market, it is expected that BYD can offset cost pressures by emphasizing high-value features and simplifying designs

HSBC Research: BYD launches Blade Battery 2.0 and Flash Charging Network, maintains "Buy" rating

Iggy

$BYD COMPANY(01211.HK)🦎 Iggy's Forensic File: BYD Company (01211.HK)Social media evangelists crown BYD the &#34;Tesla killer&#34; after unveiling its 2nd-gen Blade Battery with flash-charging wizardry—10%-70% in 5 minutes at room temp, 1,036 km range on a 5% denser pack, plus lifetime warranties and extreme safety tests. But the forensic ledger reveals a stealth compression: BYD's Q4 gross margin likely dipped below 20% amid price wars, even as battery volume scaled, with traditional ICE rivals slashing tags to claw back share in a post-subsidy EV desert. It's like hawking HDB-charging plugpoints at kopitiam prices during a petrol glut—tech dazzle fills the lot short-term, but when fleet utilisation idles and capex balloons for gigafactory output, that &#34;infinite range&#34; promise morphs into a fixed-deposit drawdown.The real audit trails to cash conversion: lifetime warranties on cells scream front-loaded balance sheet hits, while flash-charging infra demands billions in upstream copper and rare earths amid global supply chokepoints. Export revenue hit RMB200 billion last year, but Europe tariff walls and US decoupling risks clip wings—think Jurong factory humming at 80% capacity while overseas orders evaporate like morning dew. Earnings may print, but FCF margins trail the headline battery hype, more CPF OA erosion than compounding annuity.Sovereign Insight: At a forward P/E ~15x with cash buffers, permanent loss feels buffered, but the yield spread over CPF SA's 4.0% floor (~0bps, pure growth bet) prices flawless execution amid subsidy fade and geopolitics. This isn't a fortress; it's a high-beta bunker—margin of safety lives or dies on pricing power and overseas ramp before committing your kopi money to the fast lane.

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Today’s Key News Recap

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$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.

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...

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

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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. ...

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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

HS#BYD RC2608T(68396.HK)

China's CATL beats estimates as profit growth quickens

BYD to keep 1st-gen blade battery to offer buyers more choices

Weekend Round-Up: Xiaomi's Humanoid Robots, BYD's Canada Move, Geely's Sales Lead, Tesla's Europe Registrations And More

BYD Needs Just 9 Minutes To Challenge Tesla's Last Great Advantage

BYD Fang Cheng Bao unveils Tai 3 and Tai 7 flash-charging editions, launch set for Mar 13