Photo courtesy Majella Waterworth.
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As we’ve reported month after month, BYD sales have been down all year in 2026 compared to the same period in 2025. There are some obvious negative causes, like modest subsidy cuts in China. However, there are actually some strongly positive reasons for it as well. BYD has launched some much improved charging and battery technology, and many buyers are rightly waiting for new models with that technology before buying a new BYD.
In fact, BYD is actually expecting 13% sales growth this year overall. A hot new Yuan Plus should certainly help in that regard when it hits markets. Larry Evans’ comment from last month on the topic is worth repeating as well:
“BYD is in the middle of the largest product transition in their history since the last generation Blade Battery was launched. One of the first mainstream models to ramp up (Song Ultra) sold 61,240 in its first month. And supply is still the limitation. I was able to drive that car at a dealer and understand why it is selling so well.
