BYD Rallies from Year Low as Seal 08 Debut and Polish Storage Push Offset China Sales Slump

BYD launches the Seal 08 with 800V tech to challenge Tesla and Xiaomi, begins a 2.4 GWh battery storage project in Poland, and accelerates Hungary factory construction, all while shares bounce 11% from a 52-week low.

BYD is pulling every lever in its arsenal. The Chinese auto-to-energy giant has launched its flagship Seal 08 sedan in its home market, kicked off construction of a massive 2.4 GWh battery storage project in Poland, and accelerated factory construction in Hungary — all while its shares stage a bounce from a 52-week trough. The moves underscore a company that refuses to let a brutal domestic price war slow its global ambitions.

On the Shanghai- or Frankfurt-listed stock, investors have found some relief after the stock scraped a low of EUR 8.03 on June 30. It has since clawed back 11.09% to close at EUR 8.92. The Relative Strength Index now sits at 43.9, no longer signalling oversold conditions. Yet the longer-term picture remains challenging: the shares still trade 17.15% below the 200-day moving average and have lost 18.56% year-to-date, and 33% from a year ago.

Seal 08 Battles Tesla and Xiaomi with 800-Volt Tech

BYD priced the Seal 08 between 196,900 and 239,900 yuan (around USD 29,000–35,300), taking direct aim at the Tesla Model 3 and Xiaomi SU7. Buyers can pick between a plug-in hybrid and a pure electric powertrain. The hybrid offers a combined range of 1,660 km — 400 km of that electric-only — while the top-spec EV reaches 905 km on the Chinese CLTC cycle. Both run on the company’s 800-volt platform with second-generation Blade Battery technology. The all-wheel-drive electric version delivers 510 kW and sprints to 100 km/h in 3.3 seconds.

Standard equipment includes the lidar-based "God's Eye 5.0" driver-assistance system, air suspension, and rear-axle steering that gives a turning circle of just 4.95 metres.

To sweeten the deal, BYD is also rolling out a dense network of fast-charging stations. It currently operates over 7,000 fast-charging points across 325 Chinese cities, with plans to reach 20,000 by the end of 2026. The carmaker claims its charging system delivers a noticeable boost after just five minutes and reaches 97% capacity in nine. Any customer who waits more than 30 days for delivery gets one free fast-charging day per day of delay.

Record June, but Half-Year Sales Tumble

June was a bright spot: BYD sold 403,472 vehicles globally — an all-time monthly record and a 5.46% year-on-year gain. International deliveries were the star, surging 95% to 175,349 units. The export boom was a key reason for the stock's recent recovery.

But the first half of the year tells a different story. BYD's cumulative sales came in at 1,808,511 vehicles, a 15.72% slide from the prior-year period. The ongoing price war at home has taken a heavy toll: domestic sales fell 22% in June alone, according to the second article’s data.

Polish Megaproject and European Factory Push

While the Chinese market struggles, BYD is doubling down on Europe. In Siedlce, Poland, the company is building a 2.4 GWh battery storage facility for long-term partner Greenvolt Power, using its Haohan system based on the Blade Battery. Construction is slated to start in the third quarter of 2026, with commercial operation expected by the end of 2027.

Simultaneously, its factory in Szeged, Hungary, is ramping up output, and management is scouting a second European site — possibly an existing plant in France or Spain. The strategy is already paying off: BYD registered a record 6,200 vehicles in Germany in June, and its German subsidiary is targeting 50,000 sales for the full year.

Analyst Expectations Brighten on Q2 Profit Rebound

Deutsche Bank analysts forecast a sharp earnings recovery in the second quarter, projecting net profit of around 10 billion yuan — a 145% jump from Q1. The Seal 08 launch, the Polish storage project, and the broader European expansion all point to a company that is building options beyond its home market. For now, the stock’s bounce suggests investors are willing to give it the benefit of the doubt.