February 11th, 2026 | 07:00 CET
Will these stocks now trigger a price surge? BYD, Hensoldt, NEO Battery Materials!
While RENK shares have gained more than 10% in recent days, Hensoldt is treading water. Yet the sensor specialist is shining with major orders. Most recently, partner KNDS ordered systems for the Boxer and Leopard 2 tanks worth hundreds of millions. NEO Battery Materials also appears ripe for a price rally. The technology company offers manufacturers of drones, robots, and electric vehicles exactly what they need: customizable high-performance batteries produced in the West. Production is underway, orders are in place, and the company is already working on the next generation of batteries with strong partners. And what about BYD? The stock is clearly in a downward trend. Yet the company wants to double its sales in Germany and is taking Donald Trump to court in the US.
time to read: 4 minutes
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Author:
Fabian Lorenz
ISIN:
BYD CO. LTD H YC 1 | CNE100000296 , HENSOLDT AG INH O.N. | DE000HAG0005 , NEO BATTERY MATERIALS LTD | CA62908A1003
Table of contents:
"[...] Silumina Anodes® is a ceramic-coated graphite/silicon anode composite material that we plan to produce in Schwarze Pumpe, Saxony. Here, we aim to supply manufacturers of batteries for e-cars with an application-ready drop-in technology that is low-cost, high-performance and safe. [...]" Uwe Ahrens, Direktor, Altech Advanced Materials AG
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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NEO Battery Materials: High-performance batteries manufactured in the West
It can only be a matter of time before NEO Battery Materials' stock finally takes off. The news in recent weeks has been too good. The technology company offers manufacturers of drones, robots, and electric vehicles exactly what they need: customizable high-performance batteries produced in the West. Thanks to its revolutionary technology, it is setting new standards in terms of performance, charging speed, and price. This is not a pipe dream, but is already in production. Instead of building an expensive new facility, the company has leased an existing factory with a production capacity in the megawatt range. The conversion is complete and commercialization can begin.
NEO Battery Materials also already has strong partners and concrete orders. For example, an Asian drone manufacturer will use NEO batteries for its cargo drones. NEO will also supply a South Korean provider of industrial robotics solutions. Among other things, the partner manufactures logistics and production applications as well as humanoid robotics. The company has already gained a foothold in the automotive industry. At the end of 2025, orders were reported from a North American Fortune 500 automaker and a South Korean Fortune 500 supplier. And then there is the South Korean defense industry. Through its collaboration with the Korea Institute for Defense Industry (KOIDI), NEO is part of the country's defense industry ecosystem.
NEO is also already researching next-generation batteries. To this end, it recently announced a partnership with zinc giant Korea Zinc and technology company Taesung. Together, they aim to present market-ready drone and micromobility batteries by the end of this year.
https://youtu.be/PLNIP9FtK58?si=DP6xDr4a7ECKHOmq
BYD sues Trump
BYD continues to go full throttle. The global market leader in electric vehicles is expanding internationally, and Germany is clearly the focus of this expansion. The company plans to at least double the number of new registrations in Germany this year. In the Handelsblatt newspaper, BYD Country Manager Germany Lars Bialkowski was aggressive, setting a sales target of 50,000 vehicles. To reach this target, sales of plug-in hybrids in particular are to be boosted. Bialkowski expects a market share of 5% here and plans to achieve a 4% share for electric vehicles. In recent years, BYD has fallen far short of its sales targets in the German market. In 2025, it made its first mark, selling around 23,000 vehicles. However, this is still very little compared to the 4.6 million sold worldwide.
BYD is not yet represented in the passenger car segment in the US. The company wants to change this. However, it is first going to court. According to Reuters, the Chinese automaker filed a lawsuit in the US Court of International Trade in New York at the end of January. From BYD's point of view, US President Donald Trump is not authorized to impose tariffs under the International Emergency Economic Powers Act (IEEPA). It is therefore demanding a refund of the tariffs imposed since April 2025. BYD is not alone in its lawsuit. A large number of companies from all over the world are taking action against Trump's tariff measures.
While BYD has conquered the top spot among the largest electric vehicle manufacturers in recent months, knocking Tesla off its throne, the Chinese company's stock is a tragedy. Over the past 12 months, the security has lost over 25% of its value. It has been on a downward trend since May 2025, and so far, there is no sign of a reversal.
Hensoldt: New major order
While RENK's shares have gained over 10% in recent days, Hensoldt is treading water. However, the sensor specialist is reporting interesting orders. Most recently, partner KNDS placed several major orders to equip combat and armored personnel carriers with digital optronics. The total volume is EUR 400 million. From Hensoldt's perspective, the orders for digital vision systems for the Boxer wheeled armored vehicle and the Leopard 2 A8 battle tank mark a milestone. Until now, Hensoldt has been known primarily for orders from the aviation sector.
The order for the Boxer alone has a volume of EUR 290 million. For this, Hensoldt will supply a total of 288 sets of digital optronics, including commander's sighting devices, digital gunner's sighting devices, and the Multifunctional Self-Protection System. For the Leopard 2, Hensoldt will supply 178 sets worth EUR 110 million. The Hensoldt products are intended to significantly advance the digital optronics of the vehicles. Delivery is scheduled to begin in 2027.
It can really only be a matter of time before NEO Battery Materials' stock finally takes off. The news flow in recent weeks has simply been too positive. With its high-performance batteries, the company is positioned in future-oriented fields such as drones and robotics. By contrast, buying BYD shares does not currently appear compelling. The stock is in a downward trend, and the company's international activities are still far from offsetting the problems in its home market. In contrast, Hensoldt shares appear to be well positioned for a potential price jump.
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