UB-BYD @EP2604A

BYD's new Denza Z9 and Z9GT refresh industry perception with a 1068km pure electric range

BYD Song reclaims top spot in China's wholesale auto sales for January 2026, according to CPCA data

Over ten automakers reveal their intelligent driving strategies, gearing up for the 'era of universal intelligent driving'

China Passenger Car Association releases January national passenger car market data

Stellantis's profit warning highlights the transformation dilemma of traditional automakers, creating opportunities for Chinese car companies like BYD

Reuters: BYD and Geely are competing to acquire the Nissan-Mercedes car plant in Mexico

Report Shows BYD Not in Top 10 for Global Energy Storage Battery Shipments in 2025

Changjiang Securities maintains "Buy" rating on BYD, expects profitability to continue to improve

Auto industry faces a 300% increase in memory prices, with priority given to AI giants

Report shows BYD leads in owner repurchase rate in the Chinese market

BYD Han L model receives its fourth OTA update, enhancing range and intelligent driving capabilities.

BYD plans aggressive expansion in Germany, targeting annual sales of over 50,000 vehicles

BYD Sues U.S. Government Over Tariffs

BYD to launch two new models in the Australian market: the Sealion 5 and Sealion 8

China introduces new pricing regulations for the auto industry, prohibiting sales below cost

New BYD Atto 3 Evo Approved for Sale in Australia

BYD plans to begin local assembly in Pakistan in the second half of 2026

BYD announces breakthrough in third-generation sodium-ion battery technology, achieving 10,000 cycles

Pacific Auto releases January auto sales figures, with BYD's sales reaching 210,000 units

BYD launches its first electric pickup, the 'Shark', with a 750 km range

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Chinese EV manufacturer BYD has become the official automotive partner of Manchester City FC, enhancing its visibility in Europe. The sponsorship includes branding on training wear and presence at the Etihad Stadium. BYD will supply vehicles and install charging points at the City Football Academy. This partnership aligns with both brands' values of excellence and innovation, aiming to inspire a sustainable future. BYD's logo will feature on the men's team training wear immediately, while the women's team will display it from the next season.

- BYD has secured a sponsorship deal with Manchester City Football Club after serving as the official automotive partner of UEFA Euro 2024.  
- The BYD logo will appear on the training wear of both the men's and women's teams, and the company will supply vehicles and install energy systems at the City Football Academy.  
- BYD's Vice President emphasized shared values of excellence and innovation between the brand and the football club, highlighting the partnership's aim to inspire a sustainable future.

electrive

BYD Company

First Trust S-Network Future Vehicles & Tech ETF

BYD Company Limited

Hua Xia CSI New Energy Vehicles ETF

BYD COMPANY

Hwabao WP CSI Intelligent Electric Vehicle ETF

BYD becomes sponsor of Manchester City FC

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BYD Song was the top-selling model in China by wholesale volume in January, with 42,227 units sold, according to the China Passenger Car Association. Geely Xingyuan followed in second place with 41,676 units, while Tesla Model Y ranked fourth with 38,916 units. Among the 17 models exceeding 20,000 units, 13 were NEVs. January saw a 20% year-on-year decline in NEV retail sales, totaling 596,000 units, marking the first drop since March 2024.

- In January 2026, BYD Song was the best-selling passenger car in China with 42,227 units sold, followed by Geely Xingyuan at 41,676 and Tesla Model Y at 38,916.  
- Despite 13 of the 17 models exceeding 20,000 wholesale units being NEVs, China's total NEV retail sales dropped 20% year-on-year to 596,000 units due to reduced policy support.  
- Tesla's retail sales in China hit a low since November 2022, while exports from its Shanghai factory significantly increased by 71%.

CnEVPost

HFT CSI Auto Components Thematic ETF

GEELY AUTO

ChinaAMC CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Geely Auto

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

E Fund CSI Auto Components Thematic ETF

BYD Song ranks as China's top-selling model by wholesale volume in Jan

Boonray, a Shanghai-based autonomous EV mining truck maker backed by BYD, has filed for a Hong Kong IPO, competing with Eacon Group. The company raised $165 million in pre-IPO funding and aims to capitalize on the growing autonomous mining truck market, projected to reach 28.1 billion yuan by 2030. Despite significant revenue growth, all three major players, including Eacon and CiDi, are currently operating at a loss. Boonray claims to be the largest provider of electric autonomous mining trucks by shipment volume, highlighting the sector's potential amid rising demand for automation in mining.

- Shanghai Boonray Intelligent Technology Co. Ltd. has filed for a Hong Kong IPO amid rising competition with Eacon Group and CiDi in the autonomous mining sector.  
- The company recently secured $165 million in pre-IPO funding, positioning itself as a leading provider of self-driving electric mining trucks.  
- The autonomous truck market in China is projected to grow significantly, with an estimated 64.2% annual growth through 2030, highlighting the increasing interest in automation within the mining industry.

benzinga_article

BYD-Backed Autonomous EV Mining Truck Maker Files For Hong Kong IPO

Toyota has surpassed Volkswagen in battery-electric vehicle sales in China for the first time, selling 100,000 BEVs compared to VW's 85,000 in 2025. Despite this, both companies lag behind BYD, which sold 190,712 BEVs in December 2025 alone. VW's sales in China fell by 8%, with electric vehicle sales dropping by 50%, while Toyota's electric vehicle share increased from 0.8% to 1.4%. Globally, VW remains ahead with 382,000 electric vehicles sold compared to Toyota's 199,140.

- According to a report, Toyota sold 100,000 battery-electric cars in China last year, surpassing VW's 85,000.  
- The significance of the Chinese market differs greatly; VW relies heavily on China for sales, while it represents less than one-fifth for Toyota.  
- Despite Toyota's rise in electric vehicle sales share, VW remains ahead globally, delivering 382,000 all-electric vehicles last year compared to Toyota's 199,140.

Toyota Motor Corporation ADRhedged

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Ping An CSI New Energy Vehicles Industry ETF

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Toyota sells more battery-electric cars in China than VW

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Goldman Sachs released a research report listing investment ratings and target prices for mainland automotive OEMs and suppliers. Companies such as BYD, Li Auto, XPeng, and FUYAO GLASS were all given a "Buy" rating, but target prices were adjusted downward. Specifically, BYD's target price was lowered from RMB 144 to RMB 137, Li Auto's target price was reduced from USD 27 to USD 24, XPeng's target price was decreased from USD 25 to USD 22, and FUYAO GLASS's target price was cut from RMB 77 to RMB 73

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Guotai CSI Mainland transport theme ETF

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XPeng

Goldman Sachs' Investment Ratings and Target Prices for Mainland Automobile OEMs and Suppliers (Table)

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The three major A-share indices rose by 0.1% to 1.2% in the first half of the day. The central parity rate of the RMB against the US dollar was adjusted to 6.9457. The People's Bank of China conducted reverse repurchase operations, with a net injection of 448 billion yuan. Domestic bank stocks were slightly weak, with CATL rising 2.6% and BYD falling 0.9%. Commercial aerospace and robotics concept stocks performed strongly, with TYSJ rising 11.5% and RIFA PM hitting the daily limit. Film and television stocks continued to decline, agricultural and livestock stocks were weak, and non-ferrous metal stocks rose. Wentech Technology's stock price fell 4% due to the investigation of Anshi Semiconductor

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The three major A-share indices of Shanghai and Shenzhen rose 0.1% to 1.2% in the half-day session, with commercial aerospace and robotics concept stocks gaining ground

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The Nasdaq Golden Dragon China Index initially fell by 0.6%. Among popular Chinese concept stocks, WeRide fell by 5.5%, NetEase fell by 4%, YUM China, Baidu, Tencent, Alibaba, and Meituan all fell by over 1%. XPeng rose by 1.6%, Li Auto rose by 1.8%, Nio rose by 2.1%, BYD rose by 2.8%, and Xiaomi rose by 3.9%

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Tesla's market value is approximately 14 times higher than that of BYD, which has recently taken over as the leading electric vehicle company globally. The difference in valuations can be attributed to distinct growth strategies, as noted in a report by HSBC. The comparison between Tesla and BYD's valuations illustrates the varying approaches and areas of focus each company has in the electric vehicle industry.

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T-Rex 2X Long Tesla Daily Target ETF

Tesla

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GraniteShares 2x Long TSLA Daily ETF

Simplify Volt TSLA Revolution ETF

Leverage Shares 2X Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

Tesla's valuation is 14 times that of BYD's, recently surpassing it as top EV company; HSBC notes differing growth paths.

Ford anticipates over $7 billion in EV-related charges in 2026 and 2027 due to a strategy pivot, as shared by CFO Sherry House during the Q4 earnings call. The Model E division expects losses of $4 billion to $4.5 billion this year, aiming for breakeven by 2029. Despite mixed Q4 earnings, with revenue of $42.45 billion exceeding expectations, adjusted earnings fell short. Ford is also exploring partnerships with Xiaomi and BYD for battery sourcing. Shares rose 0.81% to $13.68 in pre-market trading.

- Ford Motor Co. anticipates over $7 billion in electric vehicle (EV) charges in 2026 and 2027 as it pivots its strategy.  
- The company's Model E division expects losses of $4 billion to $4.5 billion this year, targeting breakeven by 2029.  
- Ford's Q4 earnings showed a revenue of $42.45 billion but missed adjusted earnings expectations, and reports indicate ongoing talks for partnerships with Chinese companies regarding battery sourcing.

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

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FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

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Ford Anticipates $7 Billion EV-Related Charges In Two Years — Predicts Model E Division Would Break Even In 2029

In January 2026, CATL led China's EV battery market with a 49.79% share, installing 20.91 GWh, while BYD followed with 17.43% and 7.32 GWh. Gotion High-tech ranked third with 2.55 GWh and 6.06%. CATL's market share increased by 3.14 percentage points from December, while BYD's decreased by 0.56. In the ternary battery segment, CATL dominated with 81.70% share, while in the LFP segment, it held 40.64%.

- In January 2026, CATL led China's domestic battery market with 20.91 GWh installed, capturing a 49.79% market share, while BYD secured second place with 7.32 GWh and a 17.43% share.  
- Gotion High-tech ranked third with 2.55 GWh and a 6.06% share.  
- Overall, China's EV battery installations increased by 8.4% year-on-year to 42 GWh, with LFP batteries dominating 77.7% of total installations.

Top battery makers' market share in China in Jan 2026: CATL 49.79%, BYD 17.43%

BYD has launched the Atto 3 Evo, an updated version of its electric SUV, addressing previous range and charging time issues. The new model features a 74.8 kWh battery, increasing the WLTP range to 510 km. It boasts a more powerful rear-mounted motor with 230 kW and 380 Nm torque, allowing acceleration from 0 to 100 kph in 5.5 seconds. Charging power has improved to 220 kW, reducing charge time from 10% to 80% to 25 minutes. The interior has been updated with new software and a streamlined gear selector. Pricing for the UK market is yet to be announced.

- BYD UK has unveiled the Atto 3 Evo, indicating potential availability in other European markets.  
- The facelift features significant upgrades, including a more powerful rear-mounted electric motor, a larger 74.8 kWh battery, and improved charging capabilities, boosting the WLTP range to 510 kilometers.  
- Design changes include enhanced cargo space and subtle interior updates, while performance options now include a faster all-wheel-drive variant with 330 kW power and 470 kilometers range.

BYD unveils comprehensive update for the Atto 3

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China's electric vehicle (EV) battery installations rose 8.4% year-on-year to 42 GWh in January, despite a 57.2% drop from December. Lithium iron phosphate (LFP) batteries dominated with 32.7 GWh, making up 77.7% of total installations. Ternary lithium batteries accounted for 9.4 GWh, or 22.3% of the total. Power battery exports also increased by 59.3% year-on-year to 17.7 GWh. Overall, China's battery production reached 168 GWh, a 55.9% increase from the previous year, although it decreased by 16.7% from December.

- In January, China's power battery installations reached 42.0 GWh, a year-on-year increase of 8.4%, with LFP batteries dominating at 32.7 GWh.  
- Despite this growth, there was a significant decline of 57.2% compared to December, influenced by a 55.9% year-on-year rise in total battery production to 168.0 GWh.  
- Power battery exports totaled 17.7 GWh, a 59.3% year-on-year increase, while energy storage battery exports stood at 6.4 GWh, reflecting a slight year-on-year rise despite decreases from December.

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Global X Lithium & Battery Tech

GX CN EV BATT

GX CN EV BATT-U

China EV battery installations rise 8.4% year-on-year to 42 GWh in Jan

The Hang Seng Index has risen for three consecutive days, closing today at 27,266 points, an increase of 0.3%. The net inflow from the northbound trading was HKD 4.816 billion, with the total market turnover reaching HKD 217.218 billion. The US Dollar Index has declined, with increasing market expectations for a rate cut in the United States. The performance of tech stocks was mixed, with Xiaomi's stock price rising nearly 4.3%, while Tencent and Alibaba saw slight declines. The quarterly review results released by MSCI showed that SenseTime and Pony.ai's stock prices rose by 2.9% and 2.6%, respectively

The Hang Seng Index rises for three consecutive days, with net inflow from northbound capital exceeding 4.8 billion; Xiaomi and BYD rise

Today’s Key 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. ...

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POP MART HK SDR 20to1

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CN Mobile HK SDR 5to1

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BYD HK SDR 10to1

BOYD Gaming

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?👊🏽

0114 | Dolphin Research Focus: 🐬 Macro/Industry 1) The China Chamber of Commerce to the EU said talks on the EU's anti-subsidy probe into Chinese EVs have made solid progress, with the EU set to replace countervailing duties with price undertakings. Eligible Chinese auto exporters can apply for assessment to obtain tariff exemptions, and the framework follows WTO rules and the non-discrimination principle, giving exporters clearer visibility for shipments to Europe. This helps defuse the China‑EU auto trade dispute, benefits major exporters such as BYD and SAIC, and supports value‑chain and supply‑chain stability.2) With CSRC approval, the Shanghai, Shenzhen and Beijing exchanges issued a notice to adjust the margin requirement for margin financing. The notice adjusts the margin requirement ratio...

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US 'easing' on H200 chips hits a wall; TCOM tumbles late on antitrust probe | Daily News Recap

Tesla has recently focused onPressure zone: 465 478Support zone: 424 445These are two support and pressure points,Ultra-short term: The stock price has just ended a 7-day consecutive decline, with an intraday rebound of nearly 4%, showing strong recovery momentum after an oversold short-term condition. The current price is holding above the 50-day moving average support at $445, and short-term momentum indicators are expected to rebound from low levels. Aggressive investors can bet on a rebound to $465, the 20-day moving average, with a stop-loss set below $440. For short-term considerations, I think this is a good choice, but this is just my personal suggestion. For reference only.Although there was an intraday rebound yesterday, the medium-term trend remains unclear. The company's recently announced Q4 delivery data (418,000 units) fell short of expectations (422,000 units), and there is uncertainty around the earnings report on January 28. The stock price is currently in a volatile range, with strong technical resistance at $465-478. It is recommended to wait for earnings guidance or a decisive breakout above the $478 resistance level before adding positions. For now, holding existing positions or staying on the sidelines is advisable. Therefore, I think those planning for the long term can wait a bit. I hope everyone minimizes risks, which is very beneficial for themselves.Looking at Tesla in the long term: The long-term narrative has shifted from pure EV sales to AI and Robotaxi. Despite the core EV business facing declining sales, a year-on-year drop in 2025 deliveries, and intensified competition—along with the fundamental pressure of being overtaken by BYD—and an extremely high P/E ratio (&gt;300), the market has high expectations for the Cybercab production in April 2026 and the rollout of FSD. Long-term investors need to tolerate high volatility and focus on whether the AI business can deliver results to justify the high valuation.So we need to wait and see if Tesla's AI technology can support this meme stock. There are many unstable factors now, and I don’t recommend going all-in or heavily invested. You can consider starting with short-term positions and gradually observe, which is the best approach. Alternatively, you can build a small initial position, which is also acceptable. I will continue to monitor this meme stock closely.

If car sales are declining, what funds the future tech?

BYD outsold Tesla globally in 2025. 4.6mil vs. 1.63mil vehicles

UB-BYD @EP2604A(19297.HK)

BYD becomes sponsor of Manchester City FC

BYD Song ranks as China's top-selling model by wholesale volume in Jan

BYD-Backed Autonomous EV Mining Truck Maker Files For Hong Kong IPO

Toyota sells more battery-electric cars in China than VW

Goldman Sachs' Investment Ratings and Target Prices for Mainland Automobile OEMs and Suppliers (Table)