BYD’s Global Milestones Pile Up as Shares Slide to Fresh 52-Week Trough

The disconnect between BYD’s operational firepower and its stock-market misery has rarely been starker. Even as the Chinese auto giant rolls out a fleet of 500 electric buses in São Paulo, prepares to launch its Seal 08 flagship sedan, and pushes into South Korea and Britain, its shares have been hammered to a new 52-week low. On Friday, the stock closed at €8.29 in Xetra trading, shedding more than 3% on the day and touching an intraday nadir of €8.08.

That price — the weakest in a year — caps a brutal stretch. Over the past 30 days, the equity has lost about 17% of its value, and since the start of 2025 it is down roughly 24%. The 14-day relative strength index has sunk to 20.6, deep inside oversold territory. Technicians note that the 50-day moving average, currently at €10.27, sits nearly 19% above the current share price, signalling how far the stock has fallen from its recent trend.

Behind the selloff lies a familiar cocktail of geopolitical headwinds. Talks over European Union tariffs on Chinese electric vehicles remain unresolved, while BYD’s previously announced factory plans in Turkey were recently put on hold. Fears of fresh import barriers have also spread to Canada, where officials are weighing steep punitive duties on Chinese EVs. BYD says it is in dialogue with Canadian authorities to ensure compliance with any new regulations.

Yet the company’s global expansion has hardly paused. In Brazil, its most important market outside China, the city of São Paulo on Friday formally introduced a fleet of 500 new electric buses — 265 of them supplied by BYD. The city has committed to ending purchases of diesel buses entirely. Adding to the tailwind, Brazil’s foreign trade chamber has extended the tax exemption for imported vehicle kits by another six months starting July 1, 2026. That allows BYD to bring in components duty-free as it ramps up local assembly at its Camaçari plant, where in-house content is expected to hit 50% by the end of next year.

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Meanwhile, the launch of the Seal 08 is set for July 2. The premium sedan rides on a new 800-volt architecture and boasts 694 horsepower, a range of 785 kilometers, and ultra-fast charging — five minutes at the plug adds enough juice for 400 km. Showroom models have already reached dealers in China.

BYD is also deepening its footprint in Asia. At the Busan Mobility Show in South Korea, the company presented the Sealion 6 plug-in hybrid. Between January and May, BYD registered 7,023 new vehicles in the country — already surpassing its full-year 2024 volume. In Britain, the Dolphin G is slated to become the cheapest plug-in hybrid on the market. The company recently delivered its 100,000th vehicle there.

Further catalysts are lining up. At the Goodwood Festival of Speed in July, BYD plans eight vehicle premieres across three brands, including the global debut of the Denza Z sports coupé, marking the formal entry of the Denza premium marque into the British market. And early next month, BYD will report its June sales figures, which will show whether the 80% surge in exports seen in May is being sustained.

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On the production front, BYD’s factory in Szeged, Hungary, is on track to begin operations in the fourth quarter of 2026, initially building the Dolphin Surf. That facility will help the company sidestep potential European Union import constraints. The stock’s technical setup, while dire, also suggests a potential rebound: with the RSI deep in oversold territory and price holding just above the 52-week floor, the July 2 Seal 08 event could provide the spark for a counter-trend rally. For now, though, the market is all eyes on tariffs — and ignoring a torrent of good news.

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