Flash | 29 Jul 2026 01:47:13 ET │ 13 pages BYD (1211.HK) Fundamentals, AI-Fund Flows, BYD Robots update CITI'S TAKE We note 1) China July NEV retail YoY forecast this week was better than last week (July EV Orders Tracking at -9% MoM (EV Retail at -6.8% YoY)), 2) BYD orders (+0% WoW/-10% MTD-MoM) stabilized after factoring in high base from last month, 3) BYD weekly wholesale greatly improved from -13% MTD-MoM last week to -1% MTD-MoM this week per CPCA data; On the other hand we note the share prices of AI ...