The transport industry is at a crossroads: With CO2 limits getting stricter and supply chains needing to be smarter than ever, companies are struggling to find the right balance between efficiency and sustainability. According to the “NEW MOBILITY REPORT 2025,” the battle for dominance in tomorrow’s logistics is underway – driven by electric trucks, AI-managed fleets, and hydrogen prototypes. But in the race to be the frontrunner, three key players are pulling different levers. BYD focuses on innovative all-electric passenger vehicles, dynaCERT (TSX:DYA) offers disruptive retrofit solutions for diesel engines, and Daimler Truck aims to combine autonomous systems with green drives. Who is driving the revolution – and where will investors benefit the most?
BYD – Global pioneer with strategy and innovation
BYD is consolidating its position as the world’s leading electric vehicle manufacturer, with sales of over 4.2 million vehicles in 2024. The Company is now focusing on international expansion. In 2025, foreign sales are expected to rise to 800,000 units, with a focus on Europe. Despite subdued demand in Germany, BYD is aiming for 50,000 new registrations and is expanding and building local production facilities in Hungary and Turkey to avoid tariffs. However, regulatory risks, such as ongoing EU investigations into subsidy allegations, could limit its ambitions.
BYD covers all segments with a broad model range – from the affordable Atto 2 city SUV to the luxury Denza brand. Plug-in hybrids complement the portfolio in response to fluctuating demand for pure electric vehicles. Technologically, the Company is focusing on integrated driver assistance systems, even in low-cost models, and is pushing ahead with the development of its own semiconductors. This diversification strengthens resilience in a volatile market and creates added value for different customer groups.
Innovations beyond vehicle production underscore BYD’s pioneering role. With “Chess Plus,” the group subsidiary is presenting an energy storage system for industry and commerce that optimizes safety and efficiency through cell-to-system technology. At the same time, the “Super E Platform” is revolutionizing fast charging. The Han L and Tang L models offer a range of 400 km in 5 minutes thanks to 1,000-volt technology. These solutions address key obstacles to the energy transition – from grid stability to range anxiety – and position BYD as a holistic player in the future market for green technologies. In contrast to its competitors, the share has performed well and is currently trading at EUR 40.75.
dynaCERT – Cleantech pioneer with disruptive technology
dynaCERT (TSX:DYA), a Canadian provider of cleantech technologies, aims to provide the answer to stricter emission regulations and the global drive toward decarbonization. The focus is on the HydraGEN™ system, which produces hydrogen on demand and thus optimizes the combustion process of diesel engines. This increases efficiency by significantly reducing both fuel consumption and pollutant emissions. The technology does not require complex engine modifications and is already being used successfully in key industries such as logistics, mining, and energy. The hardware is complemented by the HydraLytica™ telematics platform, which provides real-time data on emission reductions – an ideal basis for generating CO₂ certificates.
Through collaborations such as with Cipher Neutron, a specialist in green hydrogen, dynaCERT is expanding its technological leadership. At the same time, Verra’s certification of the CO₂ methodology opens the door to lucrative trading in emission credits. Government initiatives such as the increase in the Hydrogen Innovation Fund in Ontario underscore the political relevance of the solution. The recently opened branch in Munich also strategically positions the Company in the European cleantech market, which is characterized by strict climate regulations.
The press conference on the Hydrogen Innovation Fund in the dynaCERT production hall:
youtube.com/live/eCtu5081CRA
With a jump in revenue to CAD 1.6 million in 2024 and a production volume of over 200 HydraGEN™ units, dynaCERT is demonstrating growing market acceptance. The planned monetization of carbon credits from 2026 onwards promises additional revenue streams. Analysts forecast revenue to rise to CAD 21 million in 2026, driven by economies of scale and global expansion. GBC analysts see the target price for dynaCERT shares at CAD 0.75. The share price is still far off this target at its current level of CAD 0.165. For investors betting on sustainable technology trends, dynaCERT offers a unique opportunity to benefit from the decarbonization wave.
Daimler Truck – Drive transition, annual results, and customs risks
Daimler Truck is pursuing a three-pronged strategy for drivetrain technologies to master the transformation of heavy-duty transport. In addition to efficient Euro VI diesel engines, which continue to dominate long-haul and construction site transport, the Company is pushing ahead with battery-electric solutions for urban areas. Models such as the eActros and the eArocs 400 with a 400 kWh battery, which will be available from 2025, are aimed at predictable short-haul routes. The Company is focusing on hydrogen fuel cells for long-haul transport. The GenH2 truck has a range of over 1,000 km and is scheduled to go into series production at the end of 2026. This openness to technology will enable customers to respond flexibly to regulatory and operational requirements.
The 2024 fiscal year revealed regional discrepancies. While North America remained stable, and the bus division posted an impressive 103% increase in EBIT, weak demand in Europe weighed on the overall results. Revenue fell by 3% to EUR 54.1 billion, and adjusted EBIT declined by 15% to EUR 4.67 billion. For 2025, Daimler Truck expects revenue to stagnate between EUR 52 and 54 billion, with a moderate increase in EBIT of 5–15%. The planned sales volume of 460,000–480,000 units in the current fiscal year reflects cautious optimism. However, free cash flow could shrink by up to 25%. The stable dividend of EUR 1.90 per share is a positive signal for shareholders, as are the recent share purchases by CFO Eva Barbara Scherer, amounting to around EUR 240,000.
Trade barriers are a growing challenge. US tariffs on steel and aluminum are already weighing on the cost structure, while customer uncertainty has led to a slowdown in order momentum. Daimler Truck is responding with flexible production shifts. Models can be manufactured in both the US and Mexico, with 80% of components USMCA-compliant. In the long term, the Company plans to expand capacity in North America to minimize customs risks. Nevertheless, dependence on global raw material markets remains a weak point, especially with rising prices for critical metals such as lithium and platinum. A share currently costs EUR 33.48.
The transport revolution is being shaped by a variety of strategies. BYD dominates with a broad electric vehicle fleet and energy storage solutions, driving global e-mobility forward despite regulatory uncertainties in Europe. dynaCERT scores with cost-effective hydrogen retrofit technology and offers potential through revenue from CO₂ credits. Daimler Truck combines technological openness with regional production flexibility, but is struggling with stagnating sales and rising raw material costs. For investors, BYD offers stability in the mass market, dynaCERT an opportunity in the cleantech sector, and Daimler Truck a dividend anchor with transformation risk. The innovation race shows that diversity is driving the revolution.
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