BYD ELECTRONIC (00285) continued its upward momentum in early trading, rising over 5%. As of press time, the stock was up 5.22% to HK$46.4, with trading volume reaching HK$224 million.

On the news front, BYD ELECTRONIC recently released its interim results for 2025, reporting revenue of RMB80.606 billion for the first half, representing a 2.58% year-on-year increase. Net profit attributable to shareholders reached RMB1.73 billion, up 13.97% compared to the same period last year.

The company is accelerating its expansion into emerging sectors including AI data centers and AI robotics. During the reporting period, revenue from new intelligent products business reached approximately RMB7.209 billion. Additionally, the company's new energy vehicle business segment generated revenue of approximately RMB12.45 billion, surging about 60.50% year-on-year and accounting for 15.45% of total revenue.

Kaiyuan Securities believes that server business progress in the second half could drive value revaluation and provide tactical trading opportunities. Whether full-year performance can exceed expectations may depend on the mass production progress of liquid cooling and power supply solutions. Starting from 2026, major client new products, server components, robotics development, and automotive electronics all represent potential growth drivers, though performance realization requires continued monitoring. The firm maintains a "Buy" rating on the stock.