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Bernstein Flags BYD’s Battery Unit as Hidden Gem Amid EV Market Pressures

Bernstein Flags BYD’s Battery Unit as Hidden Gem Amid EV Market Pressures

Author:

Global Cryptocurrency

Published:

2026-01-18 14:34:01

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BYD Co.'s battery division is emerging as a standout asset while China's EV market faces headwinds. Bernstein analysts highlight the Blade battery technology as a key differentiator, noting its cost advantages in energy storage systems. The unit now supplies external clients including Ford, Xiaomi, and XPeng—accounting for 47% shipment growth in 2023.

Valuation disconnect: Bernstein suggests BYD's battery assets alone could justify its current market cap. The Blade system, powering 35% of 2024's projected shipments, demonstrates vertical integration benefits—over half of production feeds BYD's own vehicles. External deals with automakers and tech firms now represent 25% each of third-party deliveries.

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