BYD - TechWire

BYD

        2025.06.16
    
17:24

                            Hong Kong Stock Exchange announcement: As of June 10, Morgan Stanley reduced its short position in BYD Co., Ltd. (01211.HK) H shares from 4.25% to 3.15%.
                        
13:32

                            Goldman Sachs is bullish again: Global funds return to China and are optimistic about China's "Top Ten" stocks
                        
                            Recently, Goldman Sachs' chief China equity strategist, Jinjin Liu, released a research report titled "The Return of China's Private Enterprises: The Tide Has Turned". Jinjin Liu pointed out that driven by various macro, policy and micro factors, the medium-term investment prospects of China's private enterprises are improving. Goldman Sachs also imitated the "Big Seven" of the US stock market and listed China's "Big Ten", that is, the top ten Chinese private listed companies that Goldman Sachs is particularly optimistic about. They are: Tencent, Alibaba, Xiaomi, BYD, Meituan, NetEase, Midea, Hengrui Medicine, Ctrip and Anta. The total market value of the above ten companies is US$1.6 trillion, accounting for 42% of the weight of the MSCI China Index, and the daily trading volume is US$11 billion. Goldman Sachs analysts expect that the earnings of the "Big Ten" will increase by 13% (compound annual growth rate) in the next two years, with a price-to-earnings ratio of 16 times. The "Big Ten" will jointly embody the latest economic themes such as China's artificial intelligence/technology development, "going out", new consumption and improving shareholder returns. In addition, Jinjin Liu specifically pointed out that investing in private enterprises does not mean excluding state-owned enterprises - Goldman Sachs reiterated that it still prefers "high-quality" Chinese state-owned enterprises and shareholder return combinations.
                        
10:24

                            BYD releases patent for wireless charging of vehicles, which can improve utilization and reduce loss
                        
                            Tianyancha App shows that recently, the patent for "wireless charging system, method, vehicle and readable storage medium" applied by BYD Co., Ltd. was announced. The abstract shows that this application relates to the field of wireless charging technology. The wireless charging system includes an energy conversion circuit. The energy conversion circuit is connected to the high-voltage side device and the low-voltage side device, and is used to receive external energy and distribute the external energy to the high-voltage side device and the low-voltage side device, and is used to realize energy transmission between the high-voltage side device and the low-voltage side device. It is achieved that there is no need for multiple electromagnetic energy conversions, thereby improving energy utilization and reducing losses.
                        
        2025.06.13
    
17:59

                            Morgan Stanley increased its long position in BYD H shares from 3.41% to 5.0% on June 10
                        
                            Information from the Hong Kong Stock Exchange shows that Morgan Stanley increased its long position in BYD H shares from 3.41% to 5.0% on June 10.
                        
17:32

                            On June 11, JPMorgan Chase reduced its long position in BYD Co., Ltd. (01211.HK) H shares from 5.66% to 3.38%.
                        
17:31

                            Guoxin Technology: FAW, Dongfeng, GAC, BYD and other automakers have announced that the payment cycle will not exceed 60 days, which will help improve the company's cash flow.
                        
10:59

                            The Hang Seng Index fell more than 1% during the day, the Hang Seng Technology Index fell more than 2.4% during the day, BYD Co., Ltd. (01211.HK), China Biologic Products (01177.HK), Sunny Optical Technology (02382.HK), and CSPC Pharmaceutical Group (01093.HK) all fell more than 4%.
                        
10:26

                            The Hang Seng Technology Index fell more than 2% during the day, with Horizon Robotics (09660.HK), BYD Co., Ltd. (01211.HK), Xpeng Motors (09868.HK), Sunny Optical Technology (02382.HK), and NIO (09866.HK) all falling more than 4%.
                        
09:37

                            Hong Kong-listed auto stocks continued to weaken, with NIO (09866.HK), Xpeng Motors (09868.HK), and BYD Co., Ltd. (01211.HK) all falling by more than 3.5%, GAC Group (02238.HK) falling by more than 3%, Geely Auto (00175.HK), BAIC Motors (01958.HK), and Li Auto (02015.HK) all falling by nearly 2%.
                        
09:08

                            Zhenbang Intelligence: Many automakers promised to pay within 60 days, which will have a positive impact on the operation and development of related companies
                        
                            Zhenbang Intelligence stated on an interactive platform on June 13 that Xiaomi, BYD and many other automakers have recently promised to pay within 60 days. This move will help promote more efficient and healthy capital flow in the entire automotive industry chain, and to a certain extent improve the capital turnover of related industry chain companies, reduce capital costs, and improve capital utilization efficiency, thereby having a positive impact on the operation and development of related companies.
                        
        2025.06.12
    
16:10

                            Hong Kong stocks closed: Hang Seng Index fell 1.36% Hang Seng Technology Index fell 2.20%
                        
                            At the close of Hong Kong stocks, the Hang Seng Index fell 1.36% and the Hang Seng Technology Index fell 2.20%. The Hong Kong Stock Technology ETF (159751) closed down 1.13%, and the Hang Seng Hong Kong Stock Connect ETF (159318) closed down 1.13%. Tencent Music rose more than 3%; Xpeng Motors fell more than 6%, and BYD Co., Ltd. and NIO fell more than 4%.
                        
15:33

                            The Hang Seng Technology Index accelerated its decline in late trading, falling more than 2%. Xpeng Motors (09868.HK) fell nearly 6.5%, Kuaishou (01024.HK) fell nearly 6%, BYD Co., Ltd. (01211.HK) fell more than 4%, and Horizon Robotics (09660.HK) fell more than 3.5%.
                        
12:04

                            BYD officially announced: Yangwang U7 officially starts delivery
                        
                            BYD Yangwang Auto announced on its official Weibo that the delivery of Yangwang U7 has officially started. On March 27, BYD Yangwang U7 was officially launched. The new car has two configuration models, a four-seat version priced at 708,000 yuan and a five-seat version priced at 628,000 yuan.
                        
09:40

                            Hong Kong-listed auto stocks fell in early trading, with Xpeng Motors (09868.HK) falling more than 6%, NIO (09866.HK) falling more than 3.3%, BYD Co., Ltd. (01211.HK) falling more than 2.7%, Leapmotor (09863.HK), Yadea Holdings (01585.HK), BAIC Motors (01958.HK), and Li Auto (02015.HK) all falling 1.5%.
                        
08:37

                            CITIC Securities: Many automakers promise to unify supplier payment terms to within 60 days, and the auto industry has entered a new stage of high-quality development
                        
                            According to a research report by CITIC Securities, recently, many automakers including GAC, Dongfeng, Seres, Geely, and BYD responded to the State Council's "Regulations on Guaranteeing Payment of Small and Medium-sized Enterprises" and the China Automobile Association's initiative, promising to unify the payment period for suppliers within 60 days to accelerate the capital turnover of the industrial chain and ensure the stability of the supply chain. Previously, the purchase period of large automakers generally exceeded 60 days, exacerbating the risks of capacity expansion and price wars. This move is not only a response to the policy, but will also fundamentally promote the high-quality development of the automotive industry and drive a benign change in the industrial chain.

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