BYD Company stock faces a test as exports rise 153.9 percent
Published on 10/05/2026 at 21:32 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
BYD Company stock (ISIN CNE100000296) was last at HKD 74.10 on the Hong Kong Stock Exchange on October 5, 2026, while the company reported September exports of 179,877 passenger vehicles and pickups. The export figure rose 153.9 percent year over year, according to Reuters on October 2, 2026.
Exports reshape the sales mix
BYD sold 463,561 new-energy vehicles in September, an increase of 17 percent from the same month a year earlier. Reuters reported that the monthly total marked a fifth consecutive month of year-over-year growth, although the pace eased from 17.8 percent in August.
The overseas figure is the clearest positive in the latest operating update. Export growth is offsetting pressure in the Chinese market, where weaker demand and intense price competition are weighing on the domestic sales picture.
First-half earnings show the pressure
BYD's first-half revenue totaled CNY 344.8 billion, down 7.1 percent from the prior-year period, while net profit attributable to shareholders fell 20.5 percent to CNY 12.3 billion, according to RocketNews in its September 21, 2026 report. The second quarter was more resilient, with net profit of CNY 8.2 billion, up 30 percent year over year, while quarterly revenue declined 3 percent to CNY 194.6 billion.
That split matters for the stock. International volume is expanding quickly, but the earnings figures show that higher exports have not yet removed the effects of domestic competition, rising input costs and weaker margins.
JPMorgan lowers its target
JPMorgan cut its rating from Overweight to Neutral and reduced its price target from HKD 124 to HKD 88, according to Borse Express on October 3, 2026. The report cited China's weak auto market, higher input costs, regulatory uncertainty and potential trade barriers.
The published analyst consensus remains more constructive: 11 houses rate BYD Buy, 2 rate it Hold and 0 rate it Sell, with 13 firms covered and a 12-month consensus target of EUR 14.15, according to Borse Express. The differing views put the next earnings release at the center of the debate.
Stock awaits the October report
BYD is scheduled to publish its third-quarter report on October 30, 2026, according to Borse Express. The report will show whether overseas deliveries are translating into stronger profitability while the domestic price war continues.
BYD stock stays near its yearly low
BYD Company stock was last at HKD 74.10 on the Hong Kong Stock Exchange at 4:08 p.m. HKT on October 5, 2026, up HKD 0.20, or 0.27 percent, from the prior close. The session range was HKD 72.75 to HKD 74.20, while the 52-week range stood at HKD 71.40 to HKD 113.40 and market capitalization was HKD 673.2 billion.
BYD Company stock facts
- Company: BYD Company Limited
- ISIN: CNE100000296
- Ticker: 1211
- Trading venue: Hong Kong Stock Exchange
- Price (as of October 5, 2026, 4:08 p.m. HKT): HKD 74.10
- Market capitalization: HKD 673.2 billion (as of October 5, 2026)
- 52-week range: HKD 71.40-113.40 (as of October 5, 2026)
- Sector / Industry: Auto and truck manufacturers
Upcoming dates for BYD Company stock
- October 30, 2026: Third-quarter report
