Electric Vehicles Update - Advancements Drive Shift to Distributed Battery Management Systems

Recent developments in the electric vehicle sector highlight a significant shift in power supply architecture, emphasizing a move from centralized to distributed battery management systems (BMS). This transition, driven by market opportunities for enhanced reliability and efficient data handling, aligns with the growing adoption of 800V systems that demand advanced BMS chips. The integration of various components like the BMS and Battery Distribution Unit (BDU) into high-voltage integrated battery boxes marks a trend towards improved efficiency and cost-effectiveness. These advancements, supported by the development and mass production of more powerful automotive-grade BMS chips, reflect a continuous effort to optimize new energy vehicles for better performance and safety.

Elsewhere in the market, Seres GroupLtd (SHSE:601127) was a notable mover up 4.8% and ending trading at CN¥167.67, near its 52-week high. Meanwhile, Ferrari (BIT:RACE) lagged, down 15.4% to close at €354.00, near its 52-week low. On Thursday, the company announced a significant share repurchase program worth up to €3,500 million.

Ferrari's unique push into electric and hybrid models taps into growing eco-conscious demand and untapped markets like China. Click to explore the unfolding narrative behind Ferrari's strategic evolution.

Additionally, don't miss our Market Insights article on the geopolitical leverage of rare earths in electric vehicle production, which is critical reading for understanding the entire supply chain.

Best EV Stocks

• Tesla (NasdaqGS:TSLA) ended the day at $435.54 down 0.7%. This week, an investor urged that the company be governed democratically by majority shareholder votes, coinciding with Musk's plans for greater voting control.
• QuantumScape (NYSE:QS) ended the day at $14.99 down 2.2%.
• NIO (NYSE:NIO) settled at $7.46 down 5%.

Make It Happen

• Access the full spectrum of 76 EV Stocks including Mahindra & Mahindra, Guangzhou Automobile Group and Aisin by clicking on this link.
• Ready To Venture Into Other Investment Styles? Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "Global and China High-Voltage Power Supply in New Energy Vehicle (BMS, BDU, Relay, Integrated Battery Box) Research Report 2025: The Shift of BMS from Centralized to Distributed Architectures" from Research and Markets on GlobeNewswire (published 09 October 2025)

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com