JP#BYD RP2808C

Industry analysis predicts China's auto market sales are expected to exceed 34.75 million units in 2026, with BYD continuing its innovation and global layout

BYD becomes Official Car Partner for 2026 Commonwealth Games

Logistics provider Dachser deploys BYD electric trucks in Spain

BYD becomes an Official Automotive Partner of Manchester City Football Club

Attention Drawn to EV Charging Convenience for Owners During Spring Festival Travel Rush

BYD applies for a patent on an output torque control method, aiming to enhance handling and energy efficiency.

BYD Launches New Brand 'Linghui' and its First Model, the e9

BYD Song Plus's Moose Test Performance Sparks Online Questions

CNN reports Chinese automakers may accelerate entry into the US market

Beijing announces an additional 80,000 new energy vehicle indicators for 2026

Market analysis indicates Geely's January sales surpassed BYD, breaking its leading position

BYD Song Ultra EV crossover to cost 26,050 USD in China

China ignites solid-state battery race: production expands in 2026, vehicle demonstrations by 2027

BYD Reveals Significantly Upgraded ATTO 3 EVO Model

BYD Announces Overseas Sales Exceeded 1 Million Units in 2025

BYD plans to launch the Sealion 06 long-range PHEV SUV with LiDAR in early 2026

Zhitong Hong Kong Stock Short Selling Statistics Show BYD COMPANY-R Has a High Short-Selling Ratio Deviation

BYD honors top dealers in the Philippines and announces network expansion to 79 outlets

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

BYD plans to launch multiple new car models in March 2026

STARCOIN GROUP

AE LOGISTICS

GUANZE MEDICAL

WATER INDUSTRY

ZHONGSHI MINAN

IDT INT'L

HAIZHI TECH GP

MANY IDEA CLOUD

FIRST CAP GP

XL2CSOPCOIN-U

BYDDY

516380

BYDDF

002594

01211

515030

Dachser, a leading European logistics provider, has deployed two BYD electric trucks, the ETM6 model, for last-mile delivery in Spain. This marks a shift from their usual reliance on European brands. Dachser operates over 160 electric trucks and has established emission-free delivery zones in 25 cities. The ETM6 trucks, with a payload capacity of up to 4 tonnes and a range of 200 km, were tested over 3,500 km before acquisition. This move aligns with Dachser's sustainability strategy and aims to enhance low-emission logistics.

- Dachser, a prominent logistics provider founded in 1930, is advancing the electrification of transport with 160 battery-electric trucks and over 800 charging points across Europe.  
- The company’s strategy includes the 'Dachser Emission-Free Delivery' concept, promoting emission-free delivery zones in 25 European cities and recently introducing this model in Düsseldorf.  
- Two Chinese-manufactured BYD ETM6 electric trucks have been added to Dachser’s fleet in Spain, following successful testing, signaling a commitment to low-emission logistics and a partnership with BYD.

electrive

BYD Company

Hwabao WP CSI Intelligent Electric Vehicle ETF

BYD Company Limited

BYD COMPANY

Hua Xia CSI New Energy Vehicles ETF

Dachser deploys BYD electric trucks

BABA

KWEB

513040

BIDU

KBAB

BABX

09888

Chinese tech stocks, led by Alibaba (BABA), fell after the U.S. Defense Department briefly listed several firms, including Alibaba, Baidu, and BYD, as military-linked. Alibaba's stock dropped over 3%, while Baidu and BYD fell about 1%. Although the list was later removed, it unsettled investors, recalling past market reactions to similar listings. Despite the concerns, Wall Street analysts maintain a positive outlook, with Alibaba rated as a Strong Buy and expected to rise by 30%. Baidu and BYD also show strong potential with 24% and 28% upside, respectively.

- Alibaba Group's stock declined over 3% after the U.S. Defense Department briefly listed it and other companies as linked to China's military.  
- Despite the list being unpublished, it unsettled investors, raising concerns about potential repercussions for Alibaba, Baidu, and BYD in the market.  
- Analysts maintain a Strong Buy consensus for all three companies, with Alibaba showing the highest expected return of about 30% upside.

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Alibaba

Krne Csi China Internet

E Fund CSI HK Connect Internet ETF

Baidu

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

BIDU-SW

Hwabao CSI HK Equities Internet ETF

Why Are Chinese Tech Stocks Down Today? Alibaba (BABA) Leads Sell-Off

DRIV

00175

GELHY

GELYY

516110

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

Global X Autonomous & Electric V

GEELY AUTO

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

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.

CnEVPost

Tesla

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

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CARZ

562260

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

XPENG-W

E Fund CSI Auto Components Thematic ETF

GAC GROUP

NIO-SW

First Trust S-Network Future Vehicles & Tech ETF

BAIC BluePark

CHANGAN AUTOMOBILE

LI AUTO-W

HFT CSI Auto Components Thematic ETF

GAC Group

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

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.

benzinga_article

BABA-W

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.

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

Toyota Motor Corp.

Volkswagen

Ping An CSI New Energy Vehicles Industry ETF

Volkswagen AG Pref

Toyota Motor

Toyota sells more battery-electric cars in China than VW

561320

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

AASTOCKS

Guotai CSI Mainland transport theme ETF

FUYAO GLASS

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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399001

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China, Mexico held talks amid trade tensions over tariffs

Reuters

CSI 300

Shenzhen Index

SSE Index

China, Mexico held talks amid trade tensions over tariffs

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

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TENCENT

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Tencent HK SDR 10to1

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POP MART HK SDR 20to1

CHINA MOBILE

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BYD HK SDR 10to1

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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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Trip.com

Science Applications

NVIDIA

Taiwan Semiconductor

Roblox

Trip.com HK SDR 50to1

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

JP#BYD RP2808C(61928.HK)

Dachser deploys BYD electric trucks

Why Are Chinese Tech Stocks Down Today? Alibaba (BABA) Leads Sell-Off

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