BYD delivered a better-than-feared set of results. Expectations were low, and the outcome was solid.

The company targets a 50/50 split between overseas and domestic markets. This is the share mix it aims to achieve.

$BYD COMPANY(01211.HK) released its 2025 Q4 results after the HK close on the evening of Mar. 27 (Beijing time). Key points:

2nd-gen Blade Battery & fast charging: disruptive enough?

Does the auto trade-in program align with market expectations? Does it meet what the market had anticipated?

Can it reclaim the throne?

The gross profit margin from car sales has declined significantly!

Regarding the next Evergrande issue in the automotive sector, Dolphin Research provides a detailed analysis of the accounts payable issues in the automotive supply chain through the article "BYD: Will...

Recently, the automotive industry has been in an uproar: Great Wall Motors' Chairman Wei Jianjun's statement "the Evergrande of the automotive industry already exists, it just hasn't exploded yet" instantly ignited public opinion. Although no names were mentioned, all eyes are on BYD, which has liabilities of 594.3 billion yuan. At the same time, BYD launched the largest price cut in history during the "618" shopping festival, with 22 models seeing discounts of up to 53,000 yuan, directly causing a major dip in the new energy vehicle sector. This move has made investors restless: on one hand, there's the overwhelming "Evergrande theory," and on the other, a fierce price war...

BYD has started a price war again! When will the competition in the new energy vehicle sector end?