Understanding the Market | BYD ELECTRONIC rises over 5% again, with a nearly 14% year-on-year increase in net profit for the first half of the year as the company accelerates its layout in the AI data center and robotics industry

Zhitong
2025.09.02 01:38
portai
I'm PortAI, I can summarize articles.

BYD ELECTRON's stock initially rose over 5%, and as of the time of writing, it increased by 5.22%, trading at HKD 46.4, with a transaction volume of HKD 224 million. In terms of news, BYD ELECTRON recently released its mid-term performance for 2025, reporting a revenue of RMB 80.606 billion in the first half of the year, an increase of 2.58% year-on-year; the profit attributable to shareholders was RMB 1.73 billion, an increase of 13.97% year-on-year. The company is accelerating its layout in new tracks such as AI data centers and AI robots, with revenue from new intelligent product businesses reaching approximately RMB 7.209 billion during the period. Additionally, the revenue from the company's new energy vehicle business segment was approximately RMB 12.450 billion, a year-on-year increase of about 60.50%, accounting for 15.45% of total revenue. Kaiyuan Securities believes that progress in servers in the second half of the year is expected to drive value reassessment and provide trading opportunities; whether the annual performance can exceed expectations may depend on the mass production progress of liquid cooling and power supplies; starting from 2026, new products from major clients, server components, robot progress, and automotive electronics are all potential increments, while performance realization needs continuous tracking, maintaining a "Buy" rating

According to Zhitong Finance APP, BYD ELECTRONIC (00285) rose more than 5% in early trading , as of the time of writing, it increased by 5.22%, trading at HKD 46.4, with a transaction volume of HKD 224 million.

In terms of news, BYD ELECTRONIC recently released its mid-term performance for 2025, achieving revenue of RMB 80.606 billion in the first half of the year, an increase of 2.58% year-on-year; the profit attributable to shareholders was RMB 1.73 billion, an increase of 13.97% year-on-year. The company is accelerating its layout in new tracks such as AI data centers and AI robots, with revenue from new intelligent product businesses reaching approximately RMB 7.209 billion during the period. In addition, the revenue from the company's new energy vehicle business segment was approximately RMB 12.450 billion, an increase of about 60.50% year-on-year, accounting for 15.45% of total revenue.

Kaiyuan Securities believes that progress in servers in the second half of the year is expected to drive value reassessment and provide trading opportunities. Whether the full-year performance can exceed expectations may depend on the mass production progress of liquid cooling and power supplies; starting from 2026, new products from major clients, server components, robot progress, and automotive electronics are all potential increments, while performance realization needs continuous tracking, maintaining a "buy" rating

Source: Zhitong The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.