SG#BYD RC2607I

Market Continues to Digest Three Core Negative Factors for BYD: US DoD List Inclusion, January Sales Decline, and Widespread Price Reductions

Multiple BYD models prominently featured in the movie 'Jing Zhe Wu Sheng'

BYD provides model year upgrades for its 2026 Seal saloon, with prices remaining the same

BYD launches new sub-brand 'Linghui' and its first electric sedan, the e9

BYD deepens overseas strategy, shifting from 'selling cars' to 'building ecosystems'

BYD's Hungary Plant Scheduled to Start Mass Production in Q2 2026

Report: BYD performs well under Australia's new vehicle efficiency standards

BYD ranked third among non-national marques in Malaysia's auto market for January 2026.

BYD executive reveals the secret to making dirt-cheap EVs through its highly vertically-integrated production method.

BYD unveils its first pickup truck model

BYD releases official interior images of its first pure electric K-Car, the 'RACCO'

Another major new BYD car model has been revealed

Hungary and China cooperate closely, with BYD investing in Hungary

Analysis suggests 'Made in China' EVs are reshaping South Korea's imported car market

BYD Dynasty Net Releases Official Photos of its First B-Class Pure Electric SUV, the Song Ultra EV

Sina Finance Releases a Comprehensive Comparison Report on Listed Companies in the Solid-State Battery Industry for 2025

Analysis: China's light vehicle market may slow down after years of high-speed growth

Japanese media reports BYD's sales in Japan continue to grow, with a test-drive conversion rate as high as 50%

BYD confirms Hillhouse Capital invested $200 million in the latest private placement

BYD is expected to hold a tech day event and launch new models in late February or early March

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Thousands of global companies have filed lawsuits against the U.S. government seeking refunds for tariffs imposed by President Trump. The U.S. Supreme Court is yet to rule on the legality of these tariffs, which were enacted under a 1977 law. Major companies like BYD, Prada, Staples, and GoPro are among those challenging the tariffs, potentially seeking $150 billion in refunds. The outcome could significantly impact trade relations with countries like China, India, and Brazil.

- Thousands of companies have filed lawsuits against U.S. President Trump's tariffs, seeking refunds on duties paid.  
- The U.S. Supreme Court is deliberating on the legality of these tariffs, which were imposed under a 1977 law during national emergencies, affecting goods from various countries like China and India.  
- Affected companies are preparing for a potential recovery of approximately $150 billion in refunds if the Supreme Court rules against the tariffs.

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The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

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Stellantis is reviving diesel models in Europe, introducing at least seven new diesel variants despite a significant decline in diesel sales over the past decade. This move comes after a $27 billion writedown related to its EV plans, as diesel offers a lower-cost alternative for consumers. Meanwhile, Chinese automakers BYD and Geely are vying for a Nissan-Mercedes plant in Mexico, aiming to expand into South America and potentially the U.S. market. Additionally, Germany's far-right AfD party is seeking to gain influence among auto workers through union representation.

- U.S. car prices are increasing, with many consumers opting for basic models due to affordability issues.  
- Stellantis is reviving diesel models in Europe while Chinese automakers BYD and Geely are targeting a Nissan–Mercedes-Benz plant in Mexico for future production.  
- Meanwhile, Germany's far-right AfD party seeks to gain union representation at automakers, and Great Wall Motor plans a European comeback amid increased competition.

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AUTO FILE-Stellantis’ diesel revival, and a Mexican foothold for China’s carmakers

Ford CEO Jim Farley proposed a joint venture framework with Chinese automakers to manufacture vehicles in the U.S. during discussions with Trump administration officials at the Detroit Auto Show. This plan aims to allow Chinese firms to produce cars domestically while maintaining American companies' controlling stakes. The talks come as BYD surpassed Ford in global vehicle sales for 2025, with Ford's sales declining. Despite market challenges, Ford's stock shows strong momentum and an attractive valuation relative to peers.

- Ford Motor Co. CEO Jim Farley discussed potential joint ventures with Chinese automakers for U.S. manufacturing during the Detroit Auto Show.  
- The talks come as BYD Co. surpassed Ford in global vehicle sales for 2025, selling approximately 4.6 million units compared to Ford's 4.4 million.  
- Despite competitive challenges, Ford's valuation remains attractive, supported by a solid balance sheet and operational efficiency, while its stock recently showed slight decline.

benzinga_article

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

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

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

Ford Motor

Ford CEO Floats Bold China JV Plan To Trump Team

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BYD Europe is partnering with DLL to enhance financing options for its electric trucks and buses across nine European countries, including Germany. This collaboration aims to accelerate the adoption of sustainable transport solutions, offering various financing solutions such as operating leasing and loans. BYD, primarily active in the bus sector, is expanding its electric truck rollout with models like the ETM6 and ETH8. The partnership is expected to support BYD's commitment to Europe's green transformation in public transport and commercial vehicles.

- DLL, based in Eindhoven, has partnered with BYD to expand financing solutions for electric trucks and buses across multiple European countries.  
- This collaboration follows DLL's existing financing of BYD vehicles, aimed at enhancing the adoption of sustainable transport solutions.  
- The partnership will facilitate flexible financing for customers, supporting BYD’s goals for electrification in Europe, particularly in public transport and commercial vehicles.

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BYD Europe to boost commercial vehicle business via financier DLL

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.

Dachser deploys BYD electric trucks

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

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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

Global X Autonomous & Electric V

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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

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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.

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

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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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

SG#BYD RC2607I(64611.HK)

FACTBOX-Global companies that have sued the US government for tariff refunds

The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

AUTO FILE-Stellantis’ diesel revival, and a Mexican foothold for China’s carmakers

Ford CEO Floats Bold China JV Plan To Trump Team

BYD Europe to boost commercial vehicle business via financier DLL