理解市场 | 比亚迪电子再涨超 5% 上半年纯利同比增近 14% 公司加速布局 AI 数据中心及机器人产业
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
