BYD teases ‘disruptive technology’ launch on Mar 5

• With sales declining for six consecutive months, this technology could serve as a key catalyst to boost market demand.
• The upcoming new technology may be closely linked to BYD’s recent large-scale deployment of megawatt-level flash-charging infrastructure.

BYD (HKG: 1211, OTCMKTS: BYDDY) confirmed it will hold a «disruptive technology» launch event on March 5. The move is poised to become a key catalyst for boosting market demand amid six consecutive months of declining sales.

Affected by the Spring Festival holiday and adjustments to national support policies, the Chinese new energy vehicle (NEV) giant saw its February sales plummet 41% year-on-year to 190,190 units.

BYD announced the upcoming technology launch event in its headquarters city of Shenzhen via an official WeChat post, though no further details were provided.

Market speculation suggests the new technology may be closely linked to BYD’s recent large-scale deployment of megawatt-level flash-charging infrastructure.

Images circulating on Chinese social media last month showed new charging piles featuring a cyan exterior and T-shaped structure. Their top-mounted sliding rail design effectively addresses the issues of cables dragging on the ground.

BYD is developing a second-generation megawatt flash-charging facility with a maximum output power expected to reach 2,100 kilowatts — a significant increase of over 50% compared to the first-generation system, according to some Chinese media reports.

In a research note last month, Deutsche Bank analysts said that BYD’s second-generation charging system has been preliminarily deployed in some regions, which will significantly enhance product competitiveness and drive sales stabilization and recovery.

Deutsche Bank forecasts that bolstered by these innovations, BYD’s sales could rebound to 4.9 million units in 2026.

In March 2025, BYD unveiled its 1-MW ultra-fast charger, declaring it the industry’s first to adopt megawatts as the power measurement unit — marking the dawn of the MW charging era.

It unveiled its Super e-Platform at that time, featuring core components including blade batteries supporting ultra-fast charging, high-performance motors, and next-generation silicon carbide power chips.

The battery supports charging voltages up to 1,000 V and currents up to 1,000 A, enabling charging power of 1,000 kW — all representing global highs.

BYD said it plans to build over 4,000 such facilities, though no specific timeline was provided.

The updated Denza Z9GT boasts the world’s longest range for a pure electric vehicle, marking a 64% increase over its predecessor’s 630-km range.