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BYD Company Limited (1211.HK) is the world's largest New Energy Vehicle manufacturer, selling 4.27 million NEVs in 2024 across battery-electric and plug-in hybrid models.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
BorgWarner licensed by FinDreams Battery (BYD subsidiary) to localize production of LFP Blade-cell battery packs for commercial vehicles in Europe, the Americas and select Asia-Pacific markets; no volume or revenue share disclosed. Re-checked 2026-09-22 (wake-minerals-buyers, step 0.5): source_url still live (HTTP 200), still states BorgWarner is the only non-OEM localized manufacturer with rights to localize LFP packs using FinDreams Battery cells in Europe/Americas/select APAC -- confirmed, no change.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 999 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
711-unit Bogota TransMiZonal electric-bus order (68 delivered, remainder 2026-2027): BYD supplies chassis and electric drivetrain, Marcopolo Superpolo (Colombia) does body manufacturing and final assembly.
Melexis's own press release (25-Aug-2026) announces a Master Purchase Agreement making Melexis a direct supplier to BYD's global procurement organization, covering sensors/driver ICs for powertrain, thermal management, lighting, braking, steering and battery applications on future EV/NEV platforms. Formalizes a prior indirect (through intermediaries) relationship; no contract value, guaranteed volume, share of Melexis revenue, or list of BYD models is disclosed, so no share_pct/share_of is stated.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.