BYD Company
1211.HKleaderBYD is the world's largest EV maker by unit volume and the only company that both designs vehicles and manufactures its own battery cells at scale. Its vertically integrated model — spanning batteries, power semiconductors, and vehicles — gives it a structural cost advantage, particularly in the Chinese and Southeast Asian markets.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($107.8B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Dynasty and Ocean series electric and plug-in hybrid vehicles
Proprietary cell-to-pack LFP battery technology
Electric buses, trucks, and forklifts
IGBT and SiC power chips for EVs
Contract manufacturing for smartphones and electronics
Supply Chain Relationships
Competitors
Macro & Market Context
리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
Upcoming Catalysts
Latest News
AI Analysis
Click "Get AI Analysis" for an AI-powered supply chain analysis of BYD Company.
Company Info
Cascade Position
Role in Cascade
mid cap
Typical Delay
1-3 trading days
BYD's own delivery data typically follows within days; Tesla trends signal whether the global EV market is accelerating or decelerating.
View Full CascadeSector Overview — EV / 배터리
Sector News리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅
리튬 탄산 현물가
글로벌 EV 보급률
배터리 팩 가격
중국 EV 수출 성장
Key Themes
- •리튬 가격 52주 저점 — 과잉공급에도 기관은 ALB 집중 매집
- •BYD 가격 전쟁 → 서방 완성차 원가 압박 심화
- •ESS(에너지 저장장치) 수요 급증으로 리튬 중기 회복 전망
Upcoming Catalysts
- ◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)
- ◆Tesla 배터리 데이 2026