BYD Ranks on Hot Stocks List: Driven by Dual Wheels of Performance and Globalization

BYD delivered outstanding Q1 2025 results, achieving revenue of 170.36 billion yuan, a year-on-year increase of 36.35%, and net profit of 9.155 billion yuan, a significant year-on-year growth of 100.38%[0]. This better-than-expected performance is the core driver behind the rising attention to its stock price. As a leading enterprise in China’s new energy vehicle (NEV) industry, BYD’s main businesses include NEVs, mobile phone component assembly, rechargeable batteries, and photovoltaic businesses, and it is actively expanding into urban rail transit[0].

BYD achieved leapfrog growth in overseas markets, with Q1 overseas sales exceeding 200,000 units, a year-on-year increase of 110%[0]. This achievement not only consolidates its position as the world’s top NEV seller but also demonstrates the successful implementation of its globalization strategy. BYD set a 2025 sales target of 5.5 million units, including 800,000 overseas units, reflecting its ambition for global development[0].

In terms of product strength, BYD’s new Seal 06 model exceeded 100,000 units in sales within 100 days of launch, setting the fastest sales record for all-category models[0]. This fully proves market recognition of BYD’s products. The company continues to make breakthroughs in technological innovation, including the launch of core technologies such as the 5th-gen DM Hybrid System, Yunnian-C Intelligent Damping System, and Sky Eye Intelligent Driving System, providing strong technical support for product competitiveness[0].

From the industry perspective, the NEV sector performed relatively strongly in 2025, with the industry expected to exceed 12 million units in annual sales and reach a penetration rate of 44.8%[0]. Capital flow data shows that sub-sectors such as NEV batteries and vehicle manufacturing received net inflows of main funds, reflecting market optimism about the long-term prospects of the NEV industry[0].

Technical analysis shows that BYD’s current stock price is at a relatively low level, with an RSI indicator of 36.73, in an oversold state[0]. The MACD indicator is approaching a golden cross, and the KDJ indicator is in the low range, suggesting a potential rebound in technical terms[0]. This provides a technical reference for investors关注ing the stock.

The reason behind BYD becoming a hot stock reflects the superposition of multiple factors: first, strong fundamental support, with better-than-expected performance providing a solid foundation for the stock price; second, successful implementation of globalization strategy, with breakthrough growth in overseas markets opening up new growth space; third, continuous improvement in product strength, with hot sales of new models and technological innovation enhancing market confidence; fourth, the overall positive industry environment, with high-growth expectations for the NEV industry providing a good development environment for leading enterprises.

It is worth noting that BYD’s success is not accidental but the result of long-term strategic layout. The company’s forward-looking layout in technology research and development, product planning, market expansion, and other aspects has begun to show concentrated results at the current point in time.

1. Broad Global Expansion Space
   : Overseas sales still have great room for growth, and the 800,000 overseas target is relatively conservative
2. Continuous Leading Technical Advantages
   : Breakthroughs in core technology areas such as hybrid and intelligent driving will maintain competitive advantages
3. Industry Growth Dividend
   : NEV penetration rate continues to rise, and the overall growth of the industry has high certainty
4. Valuation Repair Opportunity
   : Current stock price is at a relatively low level, and the oversold state in technical terms creates a rebound demand

1. Intensified Market Competition
   : Domestic and foreign competitors increase investment, and industry competition becomes increasingly fierce
2. Pressure on Traditional Auto Sector
   : The auto and auto parts industry shows an overall分化 trend, which may affect market sentiment
3. Macroeconomic Impact
   : Global economic fluctuations and changes in trade policies may affect the overseas expansion process
4. Technology Iteration Risk
   : NEV technology updates quickly, requiring continuous large-scale R&D investment

The core driving factors for BYD becoming a hot stock include: Q1 performance exceeding expectations with 100.38% growth, overseas sales surging 110% year-on-year, Seal 06 new model exceeding 100,000 units in sales within 100 days, and technological breakthroughs such as the 5th-gen DM Hybrid. The overseas share in BYD’s 2025 sales target of 5.5 million units reaches 14.5%, demonstrating globalization ambition. At the industry level, NEVs are expected to exceed 12 million units in sales in 2025 with a penetration rate of 44.8%, providing a good development environment for leading enterprises. The RSI indicator of 36.73 shows an oversold state, and the MACD is approaching a golden cross, indicating a technical rebound opportunity. Investors should关注 the company’s progress in global expansion, technological innovation, and market share improvement, while noting potential risks brought by intensified industry competition and changes in the macro environment.