BYD Unveils Unlimited Liability Shield and Humanoid Robot Push as Stock Sits 78% Off High
04.06.2026 - 20:06:31 | boerse-global.de
BYD is taking an unusual route into the humanoid robot market. The Chinese electric-vehicle giant confirmed it will sell the machines through its existing dealer network, mirroring the way it sells cars. Vice-president Stella Li announced the strategy on Thursday, revealing that around 150 prototypes are already being tested inside BYD's own factories.
The robotics venture coincides with the upcoming launch of a new flagship sedan, the "Great Han" (Dahan), slated for the third quarter of 2026. The luxury model will be the first to feature BYD's next-generation LFP Blade 2.0 battery, which can charge from 10% to 97% in just nine minutes. The rear-wheel-drive version offers a range of over 1,000 kilometres under China's CLTC standard, while the all-wheel-drive variant manages 880 kilometres.
Despite the technological blitz, BYD's shares remain under heavy pressure. The stock traded at 10.14 euros on Thursday, dangerously close to its 52-week low of 9.51 euros and a staggering 78% below the year's peak of 46.39 euros. The contrast with operational performance is stark: May deliveries totalled 383,000 new energy vehicles, marking the 60th consecutive month as China's market leader, while exports surged more than 80% year-on-year to around 160,000 units.
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In a bid to boost consumer confidence, BYD has assumed full financial liability for accidents caused by its God's Eye 5.0 driver-assistance system. The coverage includes repair costs and third-party property and personal injury claims with no upper limit. The offer applies for one year to new customers in China; existing owners can join after a system upgrade. The system is powered by a new in-house chip, the 4-nanometer Xuanji A3, which doubles computing power while cutting energy consumption by a fifth.
Charging infrastructure is also being rapidly expanded. A framework agreement signed with Sinopec on June 3 will convert existing petrol stations into ultra-fast charging hubs. BYD already operates more than 6,100 ultra-fast stations and aims to have 20,000 by year-end.
On the robot front, BYD plans to deploy 20,000 units in its own factories this year. A new industrial park in Xi'an is eventually expected to produce 50,000 robots annually. The machines will be offered as an open platform for artificial intelligence and motion control, targeting both corporate and private buyers.
The biggest question remains profitability in BYD's home market. Intense competition has squeezed margins, and the success of the Blade 2.0 offensive will be critical to reversing that trend. Investors will look for more clarity at the annual general meeting on June 9, where management is expected to detail capital allocation plans for the robotics division and other initiatives.
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