Hong Kong Stock Alert | BYD ELECTRONIC (00285) Opens Over 11% Higher as H1 Net Profit Rises Nearly 14% YoY, AI Data Center Business Makes Positive Progress

Stock News
09/01

BYD ELECTRONIC (00285) opened over 11% higher, and as of press time, the stock was up 11.22% to HK$45.8, with trading volume of HK$142 million.

On the news front, BYD ELECTRONIC released its interim results for 2025, showing revenue of 80.606 billion yuan (RMB), an increase of 2.58% year-on-year, and profit attributable to shareholders of 1.73 billion yuan, up 13.97% year-on-year.

According to the financial report, the company is actively embracing AI development opportunities, investing heavily in new product R&D and new customer expansion, and accelerating its layout in new tracks such as AI data centers and AI robots. During the period, the company's AI data center business achieved leapfrog growth. AI servers were shipped in large quantities with strong business growth, while data center liquid cooling and power products have been certified by industry-leading enterprises, injecting new momentum into the company's business growth.

The company's intelligent logistics robots, developed in-house, have been widely deployed in manufacturing scenarios within the group, helping to improve warehousing and distribution efficiency. During the period, the company's new intelligent products business generated revenue of approximately 7.209 billion yuan.

Additionally, the new energy vehicle business segment maintained strong growth. During the period, the company's new energy vehicle business segment generated revenue of approximately 12.45 billion yuan, up about 60.50% year-on-year, accounting for 15.45% of total revenue.

Everbright Securities pointed out that considering the leapfrog growth achieved by the AI data center business, they have raised their net profit forecasts for 2026/2027 by 3%/2% to 6.385/7.493 billion yuan respectively. The company's new energy vehicle business is expected to continue high-speed growth, and the AI data center business has made positive progress, maintaining a "Buy" rating.

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