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BYD reports its weakest gross margin in three years, with leadership warning of a "brutal K.O. phase" due to fever-level competition in China, prompting a strategic pivot to international markets with a raised export target of 1.5 million units.

Impact: Margin recovery depends heavily on successful international execution and volume growth outside China; domestic price wars continue to compress profitability.

— from Geopolitical Risks, AI Moats, and M&A Shifts Shape Markets · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Mar 31, 2026