{"city":"Shenzhen","name":"BYD Electronics","slug":"byd-electronics","facts":[{"date":"2026-08-28","type":"revenue","value":"BYD Electronic H1 2026 revenue was RMB82.23bn (+2.0%) while attributable net profit fell 75.4% to RMB426m and gross margin dropped to 4.91% from 6.88%.","source":"quartr.com"},{"date":"2026-04-29","type":"setback","value":"BYD Electronic Q1 2026 net profit fell 95.5% year on year to RMB28m on revenue of RMB38.2bn; Citi kept a sell rating with a HK$22.6 target.","source":"m.gelonghui.com"},{"date":"2026-03-27","type":"revenue","value":"BYD Electronic reported FY2025 revenue of RMB179.48bn (+1.2%) and attributable profit of RMB3.51bn (-17.6%); AI computing infrastructure revenue was about RMB943m (+31.7%).","source":"www1.hkexnews.hk"},{"date":"2026-03-27","type":"headcount","value":"BYD Electronic had about 165,000 employees at end-2025, according to its 2025 annual report.","source":"www1.hkexnews.hk"},{"date":null,"type":"judged_firepower","value":"7","source":""},{"date":null,"type":"judged_leverage","value":"3","source":""}],"peers":[{"name":"Jabil","rank":34,"slug":"jabil","score":"69"},{"name":"Luxshare Precision","rank":35,"slug":"luxshare-precision","score":"69"},{"name":"Minth Group","rank":37,"slug":"minth-group","score":"67"}],"stage":"Established","state":"Guangdong","aliases":["比亚迪电子"],"country":"China","domains":[{"why":"BYD Electronics has reported robotics-related manufacturing initiatives, but the available facts do not clearly establish a distinct humanoid-robot product line or customer-facing humanoid manufacturing business.","list":"Humanoids 100","rank":52,"tier":"member","layer":"Manufacturing","total":64,"domain":"Humanoids","scores":{"gate_ne":["firepower"],"leverage":6,"position":6,"progress":6,"firepower":10,"commercial":4,"deployment":4,"production":8,"technology":6},"edition":"November 2026","segment":"Contract manufacturing"},{"why":"BYD Electronics has expanded its intelligent-manufacturing and robotics activities, including manufacturing capabilities and electronic components relevant to robotic systems.","list":null,"rank":null,"tier":"prospect","layer":null,"total":32,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":6,"position":1,"progress":4,"firepower":1,"commercial":1,"deployment":1,"production":9,"technology":4},"edition":null,"segment":null}],"founded":null,"signals":[],"website":"byd-electronics.com","category":"Robotics · Manufacturing","categories":[{"name":"Contract manufacturing","domain":"Humanoids","parent":"Humanoids · Manufacturing"},{"name":"Contract manufacturing","domain":"Robotics","parent":"Robotics · Manufacturing"},{"name":"Unspecified","domain":"Unspecified","parent":null}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":24,"positioning":"BYD Electronic is a Chinese Apple-chain contract manufacturer (HKEX:0285) and NVIDIA Isaac adopter, positioned as the listed entity most likely to carry humanoid assembly work within the BYD group. Parent BYD's humanoid program (Yao-Shun-Yu, under its 15th Business Division, in secret development since 2022) made its public debut in August 2026, with EVP Stella Li describing auto AI, motor, battery, and control technology as directly transferable and targeting robot sales advisors in showrooms within one to two years. The current-year revenue figure was not re-verified this pass (historically RMB 170B+ class); the BYD humanoid itself is tracked as a parent-division program.","sub_category":"Contract manufacturing","signals_total":0,"url":"https://www.frontiertechintelligence.com/companies/byd-electronics","title":"BYD Electronics · humanoids, Shenzhen, Guangdong, China · scores, facts and signals · Frontier Tech Intelligence","description":"BYD Electronics has reported robotics-related manufacturing initiatives, but the available facts do not clearly establish a distinct humanoid-robot product line or customer-facing humanoid manufacturing business. Humanoids 100 rank 52 (score 64)","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}