HS#BYD RC2712A

Domestic new energy vehicle sales surpass traditional vehicles for the first time

BYD and Geely Reportedly Vying to Acquire Nissan's Joint Venture Plant in Mexico

BYD's stock price rises continuously, with significant overseas sales growth in January

BYD partners with Mariano Marcos State University in the Philippines to promote electric mobility and a net-zero campus

BYD-Toyota joint venture sees executive reshuffle, with capital operations expert Li Qian replacing technology veteran Shu Youxing as director

BYD applies for a patent related to battery management equipment for rail vehicles

BYD launches its new seven-seater hybrid SUV, the Sealion 8, in an overseas market

BYD Announces Multiple International Patent Applications Covering Batteries, Intelligent Driving, and Vehicle Systems

BYD Led China's NEV Market Share in January, but Sales Declined Year-Over-Year

BYD plans to accelerate sales expansion in Japan by opening a network of mini-dealerships

BYD Announces International Patent Application Related to "Battery Casing, Battery, Battery Pack, and Electrical Equipment"

BYD Announces International Patent Application for a "Seat Belt System"

BYD's flagship models, Seal 08 and Sealion 08, are expected to be fully unveiled in the first quarter of 2026

BYD is rumored to host a tech day event in late February 2026

Alibaba, Baidu, and BYD are rumored to be added to a US list of companies suspected of assisting the Chinese military

Haike Xinyuan Signs Long-Term Cooperation Agreement with BYD Subsidiary

BYD Song PLUS demonstrates its strong capabilities in the new energy sector

A review of new car plans from automakers in 2026 shows many new models are worthy of attention

BYD reveals rendering of new high-end flagship sedan 'Da Han', targeting the 300,000+ yuan market

BYD Releases Official Images of Song Ultra EV, a B-Class Pure Electric SUV

GUANZE MEDICAL

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SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

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BYD and Geely have made it to the final acquisition list for the Nissan - Mercedes-Benz Mexico factory. Due to the U.S. tariff policy leading to the shutdown and increased layoffs at the Mexico factory, Chinese car manufacturers are actively seeking to establish manufacturing bases in Mexico. Cui Dongshu from the Passenger Car Association stated that Mexico is expected to become China's largest automobile export country by 2025

Wallstreetcn

BYD Company

Global X Autonomous & Electric V

GEELY AUTO

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

Geely Auto

BYD Company Limited

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BYD COMPANY

Guotai CSI 800 Automobile and Parts ETF

BYD and Geely may bid for factories in Mexico. Cui Dongshu from the Passenger Car Association: Mexico will be China's largest automobile export country by 2025

TSLA

In January, BYD maintained its position as China's largest NEV maker with a 15.8% market share, narrowly ahead of Geely at 15.5%. Tesla's sales dropped significantly, falling out of the top 10 NEV makers with only 18,485 units sold, marking a 45.15% year-on-year decline. Geely's sales also decreased by 21.6%. HIMA saw a 65.5% increase in sales, securing third place. Overall, the NEV market is competitive, with BYD, Geely, and HIMA leading the way.

- BYD retained its title as China's largest new energy vehicle (NEV) maker in January 2026, selling 94,176 units and holding a 15.8% market share, despite a 53% year-on-year decline.  
- Geely ranked second with 92,135 sales, narrowing the gap to 0.3 percentage points, while Tesla recorded its lowest sales in China since November 2022 with 18,485 units.  
- The competitive landscape also saw Huawei's HIMA securing third place with a 9.7% market share and a significant 65.5% year-on-year increase in sales.

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Automakers' share in China NEV market in Jan: BYD leads with 15.8%, Tesla again falls out of top 10

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As the Spring Festival holiday approaches, the car rental market is heating up, especially with a 600% year-on-year increase in bookings for new energy vehicles. Family travel and the demand for returning home have driven the choice of self-driving trips, resulting in significant growth in both rental orders and user scale. Consumers are more inclined to choose intelligent and environmentally friendly new energy vehicles, reflecting the market's preference for eco-friendly travel

SAIC Motor

Ping An CSI Auto Components Thematic ETF

Li Auto

Guotai CSI New Energy Vehicles ETF

XPeng

ChinaAMC CSI Auto Components Thematic ETF

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E Fund CSI Auto Components Thematic ETF

GAC GROUP

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First Trust S-Network Future Vehicles & Tech ETF

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HFT CSI Auto Components Thematic ETF

GAC Group

Car rental has become popular, with a 600% surge in bookings for new energy vehicle rentals

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The Pentagon briefly added Alibaba and BYD to its list of companies with alleged ties to the Chinese military, raising concerns of heightened U.S.-China tensions ahead of the Trump-Xi summit in April. The updated list, which also included Baidu, was reportedly withdrawn shortly after submission. While inclusion on the list does not impose immediate legal consequences, it poses reputational risks and suggests potential future punitive measures. The move follows U.S. intelligence warnings regarding Alibaba's national security threat and BYD's legal battle over tariffs on Chinese electric vehicles.

- The Pentagon named Alibaba Group and BYD Co. as companies with alleged ties to the Chinese military but quickly withdrew the updated document.  
- This decision could heighten tensions between the U.S. and China ahead of the upcoming summit between Presidents Trump and Xi Jinping.  
- While being listed does not have immediate legal consequences, it poses reputational risks and could lead to future punitive measures from the United States.

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KraneShares 2x Long BABA Daily ETF

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Krne Csi China Internet

BABA 2x Long Daily ETF - GraniteShares

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Alibaba

Pentagon Adds Alibaba, BYD To Chinese Military List, Then Reportedly Pulls Filing As Trump-Xi Meet Looms

BYD and Geely, two leading Chinese car manufacturers, are competing to acquire the Mercedes-Benz plant in Aguascalientes, Mexico, which is also operated with Nissan. This follows Mercedes' decision to exit its partnership with Nissan due to strategic shifts. The sale is under scrutiny as Mexican officials face pressure from the U.S. regarding tariffs and the implications of allowing a Chinese company to invest in the region. Despite challenges, Chinese EV manufacturers have captured about 10% of the Mexican market since entering in 2020.

- Mercedes is exiting its business with Nissan, leading to a bid for the plant by Chinese manufacturers BYD and Geely, among others.  
- Nissan cites "broader strategic shifts" for its departure, while Mexican officials face international pressure regarding potential Chinese investments amid U.S. tariffs.  
- Mexican EV market growth reflects Chinese manufacturers capturing 10% share, despite Mexico's own 50% tariff on Chinese goods, and the government is stalling decisions on new Chinese investments pending U.S. trade negotiations.

electrive

BYD & Geely race to bid for car plant in Mexico

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.

BYD becomes sponsor of Manchester City FC

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%.

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.

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

Volkswagen AG

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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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FYG;FUYAO GLASS

ChinaAMC CSI All Share Transportation ETF

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

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China, Mexico held talks amid trade tensions over tariffs

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China, Mexico held talks amid trade tensions over tariffs

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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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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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Alphabet - C

Alphabet

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Tencent HK SDR 10to1

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POP MART

POP MART HK SDR 20to1

CHINA MOBILE

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CN Mobile HK SDR 5to1

China Mobile

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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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Science Applications

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Trip.com HK SDR 50to1

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

HS#BYD RC2712A(54704.HK)

BYD and Geely may bid for factories in Mexico. Cui Dongshu from the Passenger Car Association: Mexico will be China's largest automobile export country by 2025

Automakers' share in China NEV market in Jan: BYD leads with 15.8%, Tesla again falls out of top 10

Car rental has become popular, with a 600% surge in bookings for new energy vehicle rentals

Pentagon Adds Alibaba, BYD To Chinese Military List, Then Reportedly Pulls Filing As Trump-Xi Meet Looms

BYD & Geely race to bid for car plant in Mexico