$BYD COMPANY(01211.HK)

BYD (1211.HK): Short-Term Pain or Global Pivot in Progress?

As a BYD shareholder, I admit that I am worrying to see the share price drift lower day after day. 😟

Is BYD falling because China’s market is saturated ……or it is building a solid base before its next global leg higher?

Here’s the full 1H 2026 breakdown:

🔷 Fundamentals - Price War Pressure and its Overseas Strength

• Revenue -7.13% YoY to RMB 344.82B; Net Profit -20.54% YoY to RMB 12.33B, hit hard by fierce domestic price wars

• Overseas revenue crossed 52.57% of total for the first time! Gross margin overseas: 21.71% vs domestic 15.67%. Exports +67.8% YoY → 792,000 units 🌍

• R&D investment: RMB 28.9B, reinvesting heavily in next-gen Blade Battery and charging infrastructure 🔋

🔷 Technicals - Are Institutions Buying the Dip?

• Daily Delta Volume +11.87%, more buying than selling, signaling institutional accumulation ☺️

• Immediate support: HK$81.93

• Resistance: HK$90.11 (20-week SMA), then HK$95.00–97.50

Overseas growth is now BYD’s margin shield as China nears peak saturation.

Are you accumulating at these support levels, or waiting for a breakout above resistance? 👇

I am confident with my holding and ride the green dragon to global frontiers 🐉.