BYD Fires Back With Two Model Debuts as Sector Profit Squeeze Deepens
Published on 06/29/2026 at 10:21 | Redaktion boerse-global.de
The Chinese automaker is flooding the market with new metal even as its stock languishes near 52-week lows and the entire domestic industry watches margins evaporate. On Monday, BYD rolled out the Linghui M9, a seven-seat business MPV aimed squarely at corporate fleets and premium ride-hailing services. It is the third model from the Linghui sub-brand in just four months, underscoring a product blitz that shows no sign of slowing.
Priced from 188,800 yuan (roughly $27,750), the M9 sits in the hotly contested 200,000 yuan bracket. The 5.2-metre-long van is powered by BYD’s fifth-generation DM hybrid system — a 1.5-litre turbo engine with 45.3 per cent thermal efficiency paired with a 36.6-kWh blade battery. That combination delivers a pure-electric range of 160 kilometres and a total range of 1,105 kilometres. BYD is clearly betting that long-distance capability and low running costs will sway fleet buyers in a market where every yuan counts.
The assault does not stop there. On July 2, the company will unveil the Seal 08, a flagship sedan for the Ocean line. Its all-electric version rides on an 800-volt architecture married to a second-generation blade battery that packs five per cent more energy density. The payoff is a charging rate that adds 400 kilometres of range in just five minutes. A plug-in hybrid variant will also be available, with top trims expected to cost about 250,000 yuan. The Seal 08 positions BYD to challenge legacy premium sedans in the same space where its Denza D9 already outsold the Toyota Sienna in May, moving nearly 8,700 units.
Should investors sell immediately? Or is it worth buying BYD?
Yet the showroom momentum has done nothing to arrest the slide in BYD shares. The stock trades at 8.19 euros, a mere 1.3 per cent above its 52-week trough of 8.08 euros. It has shed 25 per cent since the start of 2026 and almost 39 per cent over the past twelve months. The relative strength index stands at 19.6, deep in oversold territory. The disconnect stems from a brutal industry backdrop: China’s carmakers squeezed out a profit margin of just 3.2 per cent in the first quarter, a historic low. In response, BYD is pushing its sub-brands to become self-funding units in a bid to protect group profitability.
On the technology front, the company is advancing on two parallel tracks. BYD is an anchor investor in Momenta, the autonomous-driving specialist that began its Hong Kong IPO roadshow on Monday. Momenta raised $40 million from 14 cornerstone investors, including BYD and Mercedes-Benz, and its shares are due to start trading on July 8. Meanwhile, BYD is developing its own AI chip, the Xuanji A3, which delivers 700 TOPS of processing power and is slated to debut in Denza models in 2027. Chief executive Wang Chuanfu recently met Horizon Robotics founder Yu Kai to test an assistance system in a BYD Seal, and the company estimates that using external chips saves it between 1,500 and 4,000 yuan per vehicle — a stopgap until its in-house silicon arrives.
International milestones continue to pile up despite the domestic margin crunch. BYD has delivered its 100,000th vehicle in the UK, beating every other brand to that mark. In Europe as a whole, its registrations from January through May 2026 surpassed those of Tesla for the first time. The paradox of booming overseas sales and a collapsing share price is unlikely to resolve until the next quarterly results show whether the internal restructuring and product barrage can lift earnings from their historic low.
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BYD Stock: New Analysis - 29 June
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