Stock Track | BYD ELECTRONIC Soars 11.22% on Strong H1 Results and AI Business Progress

Stock Track
Sep 01

BYD ELECTRONIC (00285) shares surged 11.22% to HK$45.8 in pre-market trading, with a trading volume of HK$142 million. The significant uptick comes on the heels of the company's impressive 2025 interim results release, which showcased robust growth across key business segments.

According to the financial report, BYD ELECTRONIC's revenue for the first half of 2025 reached 80.606 billion yuan, marking a 2.58% year-on-year increase. More notably, profit attributable to shareholders climbed 13.97% to 1.73 billion yuan. The company's strategic focus on AI development has paid off, with its AI data center business achieving leapfrog growth. The new intelligent products business, including AI servers and data center solutions, generated revenue of approximately 7.209 billion yuan. Meanwhile, the new energy vehicle segment continued its strong performance, with revenue soaring 60.50% year-on-year to 12.45 billion yuan, now accounting for 15.45% of total revenue.

Everbright Securities maintains a "Buy" rating on BYD ELECTRONIC, citing the positive progress in the AI data center business and the expected continued high-speed growth in the new energy vehicle segment. The brokerage has raised its net profit forecasts for 2026 and 2027 by 3% and 2% respectively, projecting 6.385 billion yuan and 7.493 billion yuan in net profits for these years. As BYD ELECTRONIC continues to invest heavily in R&D and expand into new markets, investors appear optimistic about the company's future growth prospects in the rapidly evolving AI and new energy sectors.

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