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I recently covered BYD’s monthly sales — passenger vehicles and commercial vehicles — as I’ve been doing for a long time now. However, there’s a sub-story there that I haven’t been covering that seems important to start tracking in more detail.
What I’m talking about, of course, is BYD’s vehicle exports. How many of BYD’s sales are coming from foreign markets? The company grew to enormous, dominant heights in China, but to continue its growth, it needs to see rapid growth abroad. At the moment, that is what it’s seeing.
Above is a chart of BYD’s monthly vehicle sales outside of China from January 2025 through May 2026. As we can see, overseas sales rose a ton in November, and they have been much higher in 2026 than in the same period of 2025.
BYD’s May 2026 overseas sales were 80.4% higher than its May 2025 overseas sales, and they also rose 18.9% compared to the month before, April 2026. The company had 160,644 vehicle sales beyond China, compared to 89,047 in May 2025 and 135,098 in April 2026.
