Why did BYD shares fall today?

BYD stock today is weaker after the company posted a fifth straight monthly drop in January sales, which stoked worries about demand and ongoing discounts in China’s EV market. Investors fear prolonged price competition could weigh on margins until orders and model mix improve, especially in higher-priced trims.

What key levels should traders watch on 1211.HK?

Near term, HK$89 to HK$90 is a key support area, with resistance around HK$96 to HK$98 based on recent ranges and the 50-day average near HK$97.05. An upside close above HK$96 could improve momentum, while a break below HK$89 may invite more selling pressure.

How does this affect Tesla for Swiss investors?

Weaker China EV demand or heavier incentives can influence the Tesla stock impact through margins and delivery mix. Swiss investors should monitor April 21, 2026 earnings, China pricing trends, and inventory data. Cross-currents in USD and HKD versus CHF also affect returns when holding both BYD and Tesla.

What near-term catalysts could shift sentiment?

Monthly delivery updates for February and March, BYD’s March 26, 2026 earnings, and any policy signals on EV subsidies could move the shares. Clearer signs that discounts are easing and premium trims are selling better would help BYD stock today, while softer updates could extend cautious positioning.

Is BYD still a long-term buy after the drop?

Our system shows a B+ stock grade and an A- company rating with a Buy tilt, but near-term sales softness and pricing pressure add risk. Long-term cases depend on cost leadership, exports, and technology. Consider staggered entries and watch margins, cash flow, and guidance before adding exposure.

Global Market Insights

1211.HK Stock Today: BYD Slides on 5th Sales Drop – February 04

ByDanny Kontos February 4, 2026February 4, 2026

BYD stock today is under pressure after the company posted a fifth straight monthly decline in January sales, renewing concerns about demand and pricing in China’s EV market. Hong Kong-listed 1211.HK recently traded near HK$90.00, with sector sentiment soft. For Swiss investors, the focus is on how weaker unit trends may weigh on margins and spill over to peers, including TSLA. We outline the key numbers, technical setup, and next catalysts to watch.