Automobiles Community

BYD (Build Your Dreams) / https://www.bydglobal.com/en/BasicInformation.html — as of April 2026, the company has finally solidified its status not just as an automaker, but as a global technology conglomerate. It is considered a "must-have" asset for the portfolio of the future due to its unique combination of vertical integration, energy technologies, and aggressive expansion.Read more

Decision: 🟢 GREEN (BUY/ACCUMULATE) MOS: 24.1% | Fair Value: HK$80.10 (Current Price: HK$60.80 ) Summary: Fuyao Glass remains a global titan in the automotive glass sector, successfully transitioning into high-margin "Smart Glass." Despite geopolitical noise surrounding the USTR Section 301 probe, Fuyao’s robust FY2025 results (24% profit growth) and its strategic US-based manufacturing (FGA) provide a massive safety net. The current market price implies a growth rate of only 10.2%, which we believe significantly underestimates the company's 15-16% potential.Read more

For years, the market viewed BYD as the "budget" alternative to Tesla—a battery company that happened to make cars. In 2026, that narrative has flipped.Read more

Electric cars may be sold as a clean solution, but their real environmental impact depends on how they’re made and where their electricity comes from. If buyers start to notice limits like patchy charging networks and strained power grids, demand could cool faster than many expect.Read more

Leapmotor is pushing beyond China fast, using a major global partner, quick dealership buildout, and a wave of new models to win customers in more places. The upside is strong growth powered by in-house tech and parts sales, but the catch is that heavy spending and shifting rules, tariffs, or price battles could delay profits.Read more

Geely’s push beyond China faces a rough road as trade tensions, possible tariffs, and fragile supply chains threaten to disrupt sales and production. At the same time, fast-moving electric and “smart” car rivals could force price cuts and higher spending, testing whether Geely can keep its profits steady through the transition.Read more

Nexteer’s steering business faces a tougher road as electric-vehicle designs standardize parts, big automakers bring more work in-house, and global trade tensions threaten its supply chain. The key question is whether new software and next‑generation steering tech can offset these pressures and keep profits from being squeezed.Read more

Leapmotor is pushing beyond China with local production and big partners, aiming to win buyers with affordable, tech-heavy electric cars. The upside is faster growth and improving profits, but the story depends on smooth overseas execution and how long subsidies, credits, and price battles keep squeezing the business.Read more

Geely is pushing hard into electric and connected cars, using its own tech and a wide range of brands to grow outside China and become less reliant on any single market. The big question is whether it can stay ahead as competition heats up and politics, regulation, and a complicated product lineup start to bite.Read more