Movement Alert｜BYD Electronic Rises 3.04% in Regular Trading, Buy Rating Maintained Amid Warming Apple Supply Chain Expectations

Market Focus05-26

On May 26, BYD Electronic rose 3.04% in regular trading, trading at HKD 27.16/share, with trading volume of HKD 96.16 million.

On the news front, China Post Securities recently maintained its Buy rating on the company, projecting revenue of RMB 183.0/201.2/225.3 billion over the next three years, with particular optimism toward its AI computing infrastructure business, which grew 31.70% year-over-year to approximately RMB 943 million. The brokerage also highlighted the company's strong momentum in automotive electronics, including smart cockpit and autonomous driving components achieving mass production with leading automakers.

Additionally, CMB International expects Apple to enter a major innovation cycle, which is significant as Apple-related revenue accounts for approximately 60% of BYD Electronic's total income. The company is also expected to benefit from AIPC-driven PC replacement demand through its deep partnerships with Apple, HP, and Dell. Institutional net buying was recently observed on block trade data.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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