BYD - goes offensive with new tech launches... will this help stock recover above HKD100?
🏦This week, the Chinese government pledged 250 billion yuan in ultra-long special sovereign bonds earmarked for EV trade-in programs, as part of their consumption support for the Chinese economy, though this funding is lower than last year's 300 billion yuan level (Bloomberg)
📢Following up on this piece of news, BYD launched several key new tech initiatives last night that include,
1) 2nd-generation Blade Battery offering 10-70% charging in 5 minutes/10-97% charging in 9 minutes/charging performance even in -30C weather
2) Megawatt Flash Charging with 1500kW power - Targeting expansion to 20k stations by end-2026, with 2k on major expressways
3) One year free Flash Charging for new applicable models/pricing will be industry-standard level afterward (no extra fee)
4) Denza Z9GT refresh, with global longest BEV range of >1,000km
🥊The launches provide a clear sign that BYD is pushing back on competition
🔑But whether these upgrades can boost sales volumes and claw back its market share in the Chinese EV space will be key to whether the stock may recover above the HKD100 level
📉Last month, the stock fell to a one year low of HKD 88.50 on 4 February 2026 after the company reported a 36% drop in sales during the first two months of 2026, with February vehicle sales plunging 41% year-over-year to 190,190 vehicles (Benzinga)
🏎Meanwhile, fellow Chinese automaker maker Geely extended its lead over BYD, selling approximately 76,000 more units than BYD in the first two months of the year, marking the biggest sales gap since 2022 (Bloomberg)
👇 $BYD COMPANY(01211)$ shares are currently trading below its 50-day moving average based on its closing price of HKD 92.60 yesterday
✳Trending BYD call warrants $BYD MB eCW260602(VBFW.SI)$ (https://warrants.com.sg/tools/livematrix/VBFW) has fallen 36.7% to SGD 0.019 on the back of BYD's 5.3% loss since January
⚙Those who foresee a rebound in BYD shares listed in Hong Kong can consider leveraging on the move via trending BYD call warrant which moves approximately 7 times more than BYD shares based on its effective gearing level of 7.2x
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