BYD - Presselinks WKN: A0M4W9 ISIN: CNE100000296 Kürzel: BY6 Forum: Aktien User: Morpheus33

China May NEV production and sales rise double-digits YoY The China Association of Automobile Manufacturers (CAAM) said on the 10th that in May 2026 China’s new-energy vehicle (NEV) market stabilized and recovered. NEV production was 1.554 million units and sales were 1.496 million units, up 22.4% and 14.4% YoY respectively. NEVs accounted for 56.9% of new-car sales.

Automakers' share in China's NEV exports in May: BYD ranks first with 36.7%, Tesla 4th with 9.1% BYD dominated China's NEV export market in May with 155,944 units exported, while Tesla China exported 38,701 units. cnev.co/t7A4YNr

https://carnewschina.com/2026/06/10/byd-sealion-08-arrives-at-dealerships-across-china-ahead-of-expected-july-launch/

🔥 BYD Holds 2025 AGM, Wang Chuanfu Unveils 2026-2030 Core Strategy On June 9, BYD held its 2025 Annual General Meeting (AGM) with a record-breaking attendance of nearly 1,000 shareholders. Chairman Wang Chuanfu delivered a speech detailing the company's full-year plans and long-term strategic roadmap. 🔋 Production Capacity Priority This year's sales volume will be primarily determined by the output of the 2nd-generation Blade Battery. Capacity is ramping up at 20,000-30,000 units per month. Once full capacity is achieved next year, the company will simultaneously accelerate expansion in both domestic and international markets. 🤖 Intelligent Driving Strategy BYD will invest a cumulative RMB 100 billion in intelligent driving R&D, with a dedicated team of 4,000-5,000 engineers. The company adheres to the principle of "safety first, no gimmicks". BYD will assume full liability for any at-fault accidents occurring under compliant use of its God’s Eye system. A series of disruptive, production-ready technologies will be launched consecutively between 2026 and 2028. 🌍 Global Expansion Progress Overseas sales hit an all-time high in May, surging 133.6% year-on-year. BYD enjoys stronger brand recognition overseas than domestically. The company is accelerating localization of production and supply chains, targeting to become "BYD of the World". 🏆 Premiumization Roadmap Denza will focus on the mainstream premium market, while Yangwang will establish itself as an ultra-luxury benchmark. Both brands will build core barriers through industry-leading safety and technology. 📢 Key Commitment "BYD is my life," stated Wang Chuanfu. The company maintains a pure shareholder structure with all business segments integrated into the listed entity, targeting 10 million annual vehicles produced and sold by 2030. ✍️ Addressing Challenges BYD acknowledges past marketing shortcomings and will accelerate brand building. It will maintain vertical integration for intelligent driving chips (deeply participating in definition and adaptation) rather than relying on external solutions. The company remains committed to "competing on value, not price" and will not engage in negative targeting of peers. #BYD #WangChuanfu #2025AGM #NewEnergyVehicles #ElectricVehicles #EVIndustry

JUST IN: BYD and NIO hit back at U.S. DoD's military company label June 9, 2026: The two biggest Chinese EV makers have both rejected being added to the U.S. Defense Department's "Chinese Military Companies" list. 🔹 Both say they have no ties to China's defense industry 🔹 Confirm the list is NOT sanctions and won't hurt their business 🔹 No restrictions on stock trading 🔹 Only U.S. government procurement is affected BYD will seek a review and may take legal action. NIO will directly engage the DoD to correct the error.

Key messages from Wang Chuanfu at BYD's annual general meeting: We want to maintain growth in the next 3-5 years, striving to become global No. 1 in vehicle output & sales by 2030; Vehicle export this year should exceed prior target of 1.6 million units; Vehicle sales this year are dependent on second-gen blade/flash charging battery production bottleneck, which is ramping at about 20,000-30,000 units increase per month, expect output to jump in 2027; Ready and preparing for rollout of Level 3 automated driving once policies and regulations are in place. Recap: January-May total vehicle sales were 1.4 million units, down 20%, exports were 614,000 units, up 64.7%.

First Flash Charging station in the UK completed – a new step for #BYD. BYD is expected to launch multiple flash charging‑capable models in overseas markets early next year.

https://www.electrive.net/2026/06/09/oberhausen-stoag-nimmt-16-byd-elektrobusse-in-betrieb/

BEV Market: Wholesale volume in May 2026 reached 887.1K units, +16.7% YoY and +14.3% MoM. 🇨🇳 • #BYD led with 185.6k units, ahead of 2nd-place Tesla by nearly 100k units. Despite a slight 5.4% YoY dip, rising 2nd-gen Blade Battery capacity is set to boost future growth. • #Tesla posted 86k units in May (+39.4% YoY), holding second place. Leapmotor took third with 65k units (+72.5% YoY), steadily gaining BEV market share. • #Leapmotor (+72.5%) and #NIO (+50.8%) both grew rapidly. NIO wholesale hit 20k units, while its sub‑brand Onvo rose 91.5% to 12k units, entering the top 20.

BYD refutes US military list designation, says business unaffected BYD said its inclusion in the list of Chinese military companies is unjustified and will not affect normal operations. http://cnev.co/cOjFYOL

Sein Werk in Thailand hat bereits mit der Produktion begonnen, und die indonesische Fabrik steht kurz vor der Massenproduktion. Inzwischen schreitet die Produktionsbasis in Brasilien rasant voran, und auch ein neues Werk in Ungarn, Europa, nähert sich der Produktion.

Wang stellte fest, dass chinesische Autohersteller, einschließlich BYD, ihre lokalen Kollegen in Bezug auf Produktwettbewerbsfähigkeit, Technologie und Benutzererfahrung übertroffen haben.

Er forderte die Aktionäre auf, die Geduld zu wahren und äußerte fest davon überzeugt, dass das Unternehmen bei wissenschaftlicher, zukunftsorientierter Planung und präziser Umsetzung zu wichtigen Meilensteinen definitiv bessere Renditen für die Aktionäre liefern wird.

Wang sagte, BYD werde den Aktionären durch zukunftsorientierte Planung und die Ergreifung wichtiger Meilensteine bessere Renditen liefern. Er geht davon aus, dass BYD bis 2030 die wahre globale Nummer eins in der Größenordnung werden wird.

BYD chairman urges investor patience as stock falls 33% over past year Wang said BYD will deliver better returns to shareholders through forward-looking planning and seizing key milestones. http://cnev.co/i3HmHCM

Southern Chinese province plans 3 million EV chargers in boost for BYD and Xpeng Guangdong province aims to build over 3 million charging facilities by the end of 2027 to meet the demand of 8 million NEVs. http://cnev.co/ikl5Wrg