BYD’s Da Tang Hits 10,000 Units in a Month as the Stock Stalls Below a Key Technical Level
Published on 07/22/2026 at 14:22 | Redaktion boerse-global.de
BYD’s newest premium SUV is flying off the line, yet the company’s shares can’t seem to catch a bid. The Chinese automaker confirmed Wednesday that the 10,000th Da Tang EV rolled off the assembly line in Koktokay, Xinjiang, on July 23 — just over a month after its official market debut on June 17. The milestone underscores robust demand for the seven-seat flagship, which targets the high-margin D-segment with a starting price of 239,900 yuan (roughly $35,420).
The Da Tang is BYD’s first model in its class to feature the second-generation Blade battery, delivering up to 950 kilometers of range on a single charge. Its 1,000-volt architecture enables a 10-to-97 percent charge in just nine minutes. The all-wheel-drive variant, packing 585 kilowatts from dual motors, sprints from zero to 100 km/h in 3.9 seconds and comes with DiSus-A, a dual-chamber air suspension system aimed squarely at the premium comfort segment. BYD had already collected more than 150,000 pre-orders before the SUV hit showrooms.
But the operational momentum hasn’t translated into share-price gains. BYD’s stock slipped 1.5 percent on Wednesday to €9.83, extending a period of sideways trading. The shares now sit 22.4 percent above their 52-week low of €8.03 from June 30, yet every rally attempt has been thwarted by the 200-day moving average at €10.61. The relative strength index at 56 points to neutral momentum — neither overbought nor oversold.
Overseas Sales Surge as Home Market Contracts
The disconnect between BYD’s factory-floor output and its stock performance comes as the company delivers a starkly split sales picture. International sales hit a record 175,349 vehicles in June, up 94.73 percent year on year, according to company data. For the first half of 2026, overseas deliveries climbed 70.65 percent to 792,256 units, now representing 43.81 percent of BYD’s total sales. Vice Chairwoman Li Ke told the BBC that BYD can thrive without the U.S. market, noting that demand currently outstrips production capacity. Europe was a particular bright spot, with first-quarter sales jumping 156 percent.
Should investors sell immediately? Or is it worth buying BYD?
The domestic front tells a different story. BYD’s China sales plunged 39.57 percent in the first half of 2026, with June alone down 22.02 percent. The home market has now contracted for seven consecutive months. Chairman Wang Chuanfu reiterated at the June shareholder meeting the long-term ambition for BYD to become the world’s largest automaker by volume by 2030, with an overseas sales target of 1.5 million vehicles for this year that the company expects to surpass.
Pricing power abroad remains a key advantage. A BYD Atto 3 retails for more than $41,000 in Germany, compared with under $20,000 in China, though EU tariffs and lingering quality concerns continue to pose hurdles. BYD overtook Tesla as the world’s largest pure-EV maker in 2025, selling 2.25 million battery-electric vehicles versus Tesla’s 1.64 million.
Brazil Plant Hits 100,000 Milestone; Australia Compensation Upgraded
BYD’s factory in Camaçari, Brazil, produced its 100,000th electric vehicle on July 16 — just over a year after starting operations on July 1, 2025. The plant now employs more than 5,500 people, underscoring the pace of the company’s non-China expansion.
In Australia, BYD moved to contain a customer-relations flare-up. The company had sold roughly 1,200 vehicles of the Atto 3, Sealion 8 and Shark 6 models as 2026 model-year cars when they were actually built in 2025. After an independent review, BYD raised its compensation offer from 1,100 Australian dollars to 3,500 Australian dollars. The company said 72 percent of affected customers have accepted the payment; alternatives included a full refund or vehicle swap. An additional 2,850 vehicles were correctly reclassified as 2025 model-year units.
BYD at a turning point? This analysis reveals what investors need to know now.
Hungarian Subsidies Under Scrutiny
A political controversy is brewing in Hungary, where the new government of Prime Minister Péter Magyar is reviewing all state commitments and subsidies granted to BYD. The probe follows the appointment of former Foreign Minister Péter Szijjártó as BYD’s head of external relations and business development. Szijjártó had negotiated BYD’s first European factory in Szeged — a €4 billion investment with an initial annual capacity of 200,000 vehicles, slated to begin production in the fourth quarter of 2026 — as well as the company’s European headquarters and R&D center in Budapest, for which Hungary provided €55 million in state aid. The investigation covers subsidies, tax breaks and permits tied to BYD’s Hungarian operations.
Hiring Spree Signals Capacity Expansion
BYD kicked off a major recruitment drive Wednesday in the Shenshan Special Cooperation Zone, seeking more than 9,000 new workers for its Ebu components plant and Xiaomo vehicle factory. The hiring push follows a strong first half that saw overseas sales reach roughly 789,400 vehicles. The stock, meanwhile, remains stuck in a consolidation pattern, with the 200-day moving average at €10.61 standing as the critical hurdle for any sustained recovery — even as the Da Tang’s order book and the Brazil factory’s ramp-up suggest the underlying business is accelerating.
Ad
BYD Stock: New Analysis - 22 July
Fresh BYD information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
Disclaimer regarding our articles: No investment advice, no buy or sell recommendation. Information on prices, companies, and markets is provided without guarantee; changes are possible at any time. Stock market transactions can lead to substantial losses. Our articles are created and reviewed in whole or in part automatically with the support of AI.
