Automobile Manufacturers

BYD Company Limited

Conference Minutes

NVDA

09866

09863

02015

09868

01810

TSLA

01211

VIVS

ONVO

XPEV

81810

HXXD

XIACY

81211

HYDD

002594

BYDDF

BYDDY

Confident in achieving quarterly breakeven in the fourth quarter

NVIDIA

North American Energy Par

NIO-SW

LEAPMOTOR

LI AUTO-W

XPENG-W

XIAOMI-W

ZEEKR Intelligent Tech

Tesla

BYD COMPANY

Edition

Quanex Building Products

VivoSim Labs

Organovo

NIO Inc. USD OV

Li Auto

XPeng

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company

Nio (3Q25 Minutes): Expects 20% vehicle gross margin in 2026, achieving full-year Non-GAAP profitability

Geely

Financial Analysis

00175

80175

GELYY

GELHY

SBCWW

The pace of new energy transition continues to accelerate

GEELY AUTO

BOYD Gaming

GEELY AUTO-R

Geely Auto

Smart Share Global

SBC Medical

Canaan

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Geely: Can it successfully break through by 'directly challenging' BYD?

Baidu

09888

MAAS

00700

BIDU

89888

HBUD

80700

HTCD

TCEHY

TCTZF

以下为海豚君整理的 $Baidu(BIDU.US) 2025 财年第三季度财报电话会议纪要， $BIDU-SW(09888.HK) 财报解读请移步《 百度，猛贴 AI 讲故事，真能救活自己吗？》一、财报核心信息回顾 1. $BIDU-SWR(89888.HK) AI 收入占比已达 40%：三季度，直接与 AI 相关的收入实现近 100 亿，这已达到总营收的 40%...

BIDU-SW

iShares Frontier and Select EM ETF

Maase 

TENCENT

Agora

BIDU-SWR

Baidu HK SDR 10to1

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

Baidu (Minutes): AI native marketing is the future second curve

K3SD

$Baidu(BIDU.US) released its Q3 results after Hong Kong market hours on 18 November 2025. Overall, the performance met expectations. The detailed disclosure of AI revenue demonstrates the company's eagerness to shed its traditional label and fully embrace its new AI narrative. Specifically (focusing solely on Baidu's core operations): 1. AI revenue contribution reaches 40%: During Q3, revenue directly attributable to AI activities amounted to nearly RMB10 billion, constituting 40% of total revenue...

BIDU ADR US

C3.AI

Can the new Baidu, aspiring to AI, successfully shed its old advertising label?

600617

900913

QCOM

TOPS

2026 overseas sales target: 100,000 to 150,000 vehicles

GXED

Qualcomm

Ameriprise Financial

Top Ships

Leapmotor (3Q25 Minutes): 2026 sales target of 1 million units, net profit target of 5 billion.

BEAT

PATH

BEATW

The significant increase in the three expenses has eroded Leapmotor's net profit.

Sensata Tech

HeartBeam

UiPath

Outbrain

HEARTBEAM INC C/WTS 31/10/2026 (TO PUR COM)

Leapmotor: The 'leading' momentum encounters obstacles, how to break through the blood path?

Xpeng

VWAGY

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

300024

399432

VWAPY

Achieving annual sales of one million humanoid robots by 2030 is our long-term goal.

Volkswagen AG

Volkswagen

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

SIASUN

Intelligent Vehicle

XPeng (3Q25 Minutes): Launching seven 'dual-energy' models by 2026

The ‘chilly’ car sales business meets the ‘hot’ AI expectations

Xpeng: The “Eastern Tesla” narrative unfolds – does selling cars even matter anymore?

禾赛科技

02525

HSAI

Why do stock prices and performance show opposite trends?

HESAI-W

Hesai

EMX Royalty

Eaton Vance Municipal Income Term Trust

Hesai's Plunge: What Went Wrong?

MOMO

PONY

02026

00388

02618

09618

80388

HKXCY

89618

HJDD

The collaboration with BYD currently covers more than ten models, and more new models will gradually achieve mass production from 2025 to 2026.

Renaissance Ipo

Hello

Pony AI

PONY-W

HKEX

JD LOGISTICS

JD-SW

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

JD-SWR

JD HK SDR 10to1

JD.com

Hesai (3Q25 Minutes): Lidar shipments are expected to reach at least 2 million to 3 million units by 2026

BYD Adjusts Sales Targets, Emphasizing Technology and Export Expansion

BYD to Overhaul 'Di-Chain' Payment System in Response to Regulatory Requirements

BYD entered the top five imported car sales in South Korea for the first time in November

BYD's Extraordinary General Meeting Approves Amendments to Articles of Association and Internal Rules

BYD Launches Self-Developed Carbon Management Platform 'iDi Carbon Chain'

BYD offers a limited-time AUD 4000 cashback for the Sealion 7 model in Australia

BYD CEO Wang Chuanfu Outlines Technical Challenges and Plans at Shareholders' Meeting

CLSA and Bernstein Maintain Buy Rating on BYD Shares

BYD Shark 6 Wins 2025 New Zealand Car of the Year Award

BYD applies for a patent related to payment services to improve efficiency

Cyprus is launching a new round of EV subsidy schemes, which could boost BYD's sales.

BYD Applies for New Vehicle Software Upgrade Patent to Improve Reliability

BYD's A-shares received a net main capital inflow of 65.92 million RMB on December 4th

Australian miner Fortescue launches its first large-scale Battery Energy Storage System (BESS) with BYD's battery technology

Xingfa Group subsidiary signs 80,000 tons/year lithium iron phosphate processing agreement with BYD's sub-subsidiary

BYD applies for patents related to brake discs to enhance product performance

BYD responds to investor inquiries about the reasons for the hot sales of its Fang Cheng Bao brand

Analyst Discusses Prospects for BYD and Nio: Failure or Huge Opportunity?

BYD's New Energy Vehicles Become the Choice for Government Fleets in Multiple Countries