Traded Value
Options$BYD COMPANY(01211.HK) The fact that they are speaking out against internal competition indicates that it is severe. I remain bearish and will continue to short it. Once the financially strained subsidies and tax rebates stop, it will collapse. From April 1, 2026 to December 31, 2026: the VAT export rebate rate will be reduced from 9% to 6%.
• From January 1, 2027: the export tax rebate for battery products will be completely abolished.
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