BYD’s European Sales Surge and Charging Blitz Contrast With a Stock at Rock Bottom
Published on 06/18/2026 at 15:55 | Redaktion boerse-global.de
The Chinese electric-vehicle maker is executing on multiple operational fronts — yet its shares have never been cheaper. BYD stock touched €8.82 on Thursday, a fresh 52-week low, extending a slide of nearly 19% since the start of the year. The relative strength index slumped to 25.4, territory that historically signals extreme overselling. Only days earlier the RSI stood at 27.3 after a close of €9.03, barely 0.89% above the previous year-low of €8.95.
The technical picture is bleak, but the underlying business tells a more complex story. BYD’s European sales jumped 270% in 2025, and the company recently delivered its 100,000th electrified vehicle in the UK, where it captured a 7.2% market share between January and April 2026. That growth is being reinforced by an aggressive infrastructure build-out: BYD plans to install 300 rapid-charging stations in the UK by year-end, while in Canada it is developing a 1,500-kW charging network. The second-generation Blade battery — capable of charging from 10% to 97% in nine minutes — is the technological anchor of this strategy, turning charging speed from a barrier into a competitive moat.
New markets are opening in parallel. In South Korea, BYD is pivoting toward plug-in hybrids, targeting monthly sales of around 3,000 PHEV units from the second half of 2026 — triple its current pure-EV volume. The Sea Lion 6 will be unveiled at the Busan Mobility Show on June 26. In Europe, Spain has emerged as a leading candidate for a second production site, complementing the Hungary plant that has been delayed until the fourth quarter of 2026. The goal is clear: bypass EU tariffs and shorten supply chains.
Should investors sell immediately? Or is it worth buying BYD?
At home, BYD has launched the Great Tang (Datang), a seven-seat electric SUV priced between 239,900 and 309,900 yuan. Pre-orders have already reached 150,000 units. The vehicle sits on a 1,000-volt architecture and uses second-generation Blade batteries, engineering that allows a full charge in minutes rather than hours. It directly targets premium models from Li Auto and Aito.
Meanwhile, the company is exploring a leap into Formula One. A full team entry would require an upfront fee exceeding $450 million, while a sponsorship deal would cost $40 million to $60 million annually. The most likely initial step is a 24% minority stake in Alpine F1. The rationale: around 221 million Chinese viewers follow F1, and BYD aims to produce all vehicles sold in Europe locally by 2028 — global brand visibility is becoming a prerequisite.
UBS is betting on a recovery. The bank raised its price target for BYD’s H-shares to 135 Hong Kong dollars from 128, reiterating a Buy rating. It cites May sales that grew year-on-year for the first time since last September, and points to factors the market has not yet priced in: mass production of BYD’s own 4-nanometer chip for autonomous driving, robotics initiatives, and the possibility that overseas sales could exceed the full-year target of 1.5 million vehicles.
Yet the environment remains punishing. NIO chief William Li warned at the China Auto Chongqing Summit that the country’s passenger-car market could shrink 15% to 20% in 2026, describing the current phase as a “brutal” consolidation round. BYD recently produced its 15 millionth electric vehicle and is leaning harder into premium segments and international markets. Whether that is enough to halt the share decline depends largely on how fast the overseas expansion gains traction — and whether the F1 ambitions move beyond the boardroom.
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