BYD's Record Pre-Orders and European Blitz Can't Stop the Share Slide
Published on 06/25/2026 at 10:13 | Redaktion boerse-global.de
The Chinese electric-vehicle giant is staging an undeniable operational renaissance, yet its stock continues to languish in oversold territory. In the span of a week, BYD has wowed crowds at the Goodwood Festival of Speed with eight global debuts, watched the new DaTang SUV rack up 150,000 pre-orders, and expanded its European footprint — all while the share price hovers just above a 52-week low.
The disconnect between showroom momentum and market sentiment has rarely been starker. BYD's stock closed at €8.51 on Thursday, a decline of 1.18% on the day and a 21.4% drop since the start of the year. The RSI reading of 24.2 points to a deeply oversold condition, yet investors are fixated on the price war raging in BYD's home market, which slashed first-quarter net profit by 55%.
DaTang Demand Signals Pricing Power
The new DaTang premium SUV is emerging as BYD's most important product launch of the year. Before deliveries even began, the seven-seat model had attracted over 150,000 reservations. According to dealer data, roughly 90,000 of those turned into firm purchases in the first 72 hours of sales. Priced at up to 310,000 yuan, the DaTang offers a range of up to 950 kilometers and can recharge its battery to near-full in just nine minutes using BYD's proprietary ultra-fast charging architecture.
That charging infrastructure is itself a major undertaking. BYD plans to have 20,000 of its own charging stations operational across China by the end of 2026, making the DaTang's speed advantage a tangible selling point rather than a lab-specs promise.
Should investors sell immediately? Or is it worth buying BYD?
Eight Premieres and a European Blitz
At Goodwood, running June 23–24, BYD showcased its full stable under three brands. The Denza Z Coupe and Denza Z Racing made their global debuts, both based on the Z Spider Concept with three-motor powertrains. The Z Coupe targets daily driving, while the racing variant leans on carbon-fiber aerodynamics for track duty. Denza also formally launched in the UK with the Z9 GT, to be followed by the D9 DM-i plug-in hybrid and the Bao 5 hybrid premium SUV.
BYD's main brand brought the Dolphin G DM-i — a plug-in hybrid hatchback with a range exceeding 1,000 kilometers — and the Shark pickup truck, both making their European premieres. At the luxury end, the Yangwang U9 Xtreme supersports car and the U8L luxury SUV rounded out the display. Stella Li, BYD's executive vice president, called the showing a "declaration of intent" to demonstrate the company's global strengths in innovation, performance, and sustainable design.
Factories and Sales Data Back the Ambition
The European push is not just about auto shows. In May, BYD sold more than 160,000 electric and hybrid vehicles abroad — a monthly record. European registrations jumped 158% to over 26,000 units, allowing BYD to overtake both Tesla and Kia in EV sales across the region. Chairman Wang Chuanfu's stated goal remains becoming the world's largest automaker by 2030.
To support that growth, BYD is building its first European factory in Hungary, with production slated to begin in the fourth quarter of 2026. A plant in Brazil, with annual capacity of roughly 300,000 vehicles, is also under construction. And the company is increasingly using AI-powered localization tools to tailor marketing content to different markets.
The Profitability Hurdle
None of this expansion, however, has translated into a rising share price. The brutal price competition in China — where BYD commands the bulk of its sales — continues to compress margins. The 55% earnings plunge in the first quarter was a stark reminder that volume growth alone does not guarantee profit growth.
BYD at a turning point? This analysis reveals what investors need to know now.
With the stock at €8.51, more than 42% below its July 2025 peak of €14.80, and a 52-week low of €8.37 within touching distance, the technical picture is grim. Yet the oversold RSI of 24.2 suggests a rebound could be brewing — if the company can deliver on margins.
The market is now watching the DaTang production ramp. A smooth ramp-up would boost profitability from a higher-margin model and potentially halt the decline. The components for recovery are in place: record foreign demand, a factory expansion plan, and a product portfolio that stretches from budget hatchbacks to luxury supercars. What remains missing is the proof, in quarterly numbers, that all this activity can generate sustainable earnings.
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