Chinese electric car maker BYD’s doubled its profits to $1.3 billion in the first quarter as it continues to surge past its key rival, Elon Musk’s Tesla.The Shenzhen-based firm — whose annual revenue leapfrogged past Tesla’s last month to surpass the $100 billion mark — said quarterly revenue rose 36% to 170.36 billion yuan, or about $23.51 billion, for China’s top-selling car brand.By comparison, Tesla — which has struggled from tougher competition in China, an aging vehicle lineup and public backlash from ...

A CATL sign stands outside its research and development hub and the Chinese battery maker's headquarters in Ningde, Fujian province, China November 8, 2024.China's CATL, the world's largest supplier of EV batteries, announced a set of new incoming products Monday, including a battery it claims has set a "new global record for superfast charging technology."In a post on WeChat, the company — Contemporary Amperex Technology Company Ltd. — said that its second-generation Shenxing battery could add 520 km (323 ...

I first wrote about BYD Company Limited ( OTCPK:BYDDY ) last year, in August. The stock has performed well since, and I attribute that partly to the improved economic environment in China since the time of myAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BYDDF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat ...

Many investors are anxious these days, with the stock market going topsy-turvy. I doubt Warren Buffett is one of them, though. The legendary investor is worth billions more now than he was at the beginning of the year, with Berkshire Hathaway (BRK.A 0.82%) (BRK.B 0.39%) stock up nearly 16% year to date.However, some of Berkshire's holdings have performed even better than that. Here are Buffett's three best-performing stocks so far this year -- and whether they're good picks to buy now.1. BYDShares of BYD (B ...

BYD Company Limited ( OTCPK:BYDDF ) ( OTCPK:BYDDY ) benefited from surging delivery volumes in March and in the first-quarter as the company's EV products remain highly popular, both in China and abroad. The world’s biggest electric vehicle, or EV, companyAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BYDDF, TSLA, NIO, LI, RIVN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensa ...

BEIJING — Chinese electric car giant BYD is pushing ahead into Europe, launching its premium Denza brand in the region despite rising trade tensions.The first model, the Z9GT, is set to arrive in European showrooms in the fourth quarter of 2025, BYD said Wednesday during Brera Design Week in Milan. The company did not specify prices or a delivery date for the station wagon-type car.The Z9GT for Europe will come in both battery-only and plug-in hybrid versions, BYD said.BYD already sells electric cars in Eur ...

For electric vehicles (EVs) to truly go mainstream, they need to be more affordable. Automakers are working to cut costs and Chinese EV giant BYD Co Ltd (BYDDY) is already racing ahead. With a vertically integrated business model and full control of its supply chain, BYD is selling cars at a much cheaper sticker price.Its cheapest model, the BYD Seagull, just got a price cut. The 2025 Seagull now starts at only 56,800 yuan (around $7,800), down from its earlier price of 69,800 yuan ($9,500). The promotion a ...

India has blocked Chinese electric vehicle giant BYD from expanding in its auto market, just as Elon Musk's Tesla looks to build its presence there. "India has to be cautious about its strategic interests, who we allow to invest," Commerce Minister Piyush Goyal told Bloomberg at the India Global Forum on Monday.Asked about BYD's prospects, he said: "As of now, it's a no." Goyal accused BYD of engaging in "unfair practices" and said India's government must be "convinced" that the Chinese EV maker would "wo ...

文章核心观点 比亚迪表现出色，过去12个月股价飙升近70%，引发投资者关于其涨势能否持续的讨论 需深入分析其战略、财务、竞争格局和市场动态，以判断现阶段是否仍为明智投资 目前公司虽有强劲增长和技术创新，但估值上升且面临全球逆风，现阶段评级为持有 [1][17][18] 比亚迪的市场势头与战略优势 - 2023年公司新能源汽车销量超300万辆，同比增长62%，四季度超越特斯拉 2024年销量超427万辆，2025年第一季度纯电动汽车交付量再次超过特斯拉，连续两个季度成为全球最大电动汽车制造商 [3][4] - 比亚迪占据中国三分之一的新能源汽车市场，是中国最大的电动汽车市场份额持有者，超过理想汽车等同行 [4] - 公司业务已拓展至70多个国家，并计划在泰国、巴西和匈牙利开展本地化生产 其垂直整合战略使其在成本控制上具有竞争优势 [5] 比亚迪的创新、利润增长与乐观前景 - 比亚迪拥有电动汽车行业最垂直整合的供应链之一，其自主研发的刀片电池应用于全产品线，能更好应对供应冲击和原材料价格波动 [6] - 相比依赖第三方电池供应商的特斯拉，比亚迪在成本管理和车辆定制方面具有独特灵活性 2024年净利润从2023年的300.4亿元增长至402.5亿元，增幅34%，收入增长29%至创纪录的7771亿元（1070亿美元） [7] - 根据Zacks共识估计，比亚迪2025年收益预计增长32.7%，2026年进一步增长19.1% 不过，特斯拉在单台利润和全球品牌形象方面仍领先 [8] 比亚迪的变革性突破 - 公司推出“超级e平台”，其电池充电5分钟可行驶400公里，峰值充电速度达1兆瓦，计划在中国部署4000个平台 此外，还推出“上帝之眼”自动驾驶套件，提升核心性能和下一代功能 [10][12] - 虽然特斯拉和理想汽车也在超快充领域有所进展，但比亚迪的创新使其成为技术领导者 [11] 风险因素 - 比亚迪远期销售倍数升至0.91倍，高于过去两年中位数，若利润率或销售放缓，股价可能承压 [13] - 公司国际扩张面临风险，如欧洲市场的关税和监管审查，欧盟已对中国电动汽车补贴展开调查 同时，竞争对手在国内外加大电动汽车投入 [14] - 比亚迪因高关税、贸易摩擦和政治阻力未进入美国市场，限制了其潜在市场 [15] 竞争压力 - 特斯拉仍是比亚迪最明显的竞争对手，在利润率和技术认知方面领先 但比亚迪通过多品牌战略覆盖不同客户群体 [15] - 理想汽车在增程式混合动力和高端SUV领域取得进展，但比亚迪的规模和内部能力使其更具长期优势 [16] 结论 - 比亚迪是全球电动汽车巨头，增长和创新赢得投资者信心 但鉴于估值上升和全球逆风，现阶段对新投资者吸引力不足，对现有持有者也无强烈卖出理由，目前评级为持有 [17][18]

BYD's battery charging advantage over Tesla may not be as durable as it seems, and there's a different stock that could be a huge winner as a result.In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down BYD's (BYDD.F -7.26%) latest battery tech, what it means for Tesla (TSLA -10.39%), and why QuantumScape (QS -4.39%) might be a bigger winner than either.*Stock prices used were from the afternoon of March 27, 2025. The video was published on April 4, 2025. ...