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Following up on our report on BYD’s passenger vehicle sales trends, let’s have a look at what’s happening with its commercial vehicle sales. As a reminder, all of BYD’s commercial vehicles are full electrics.
Starting with its bus business, BYD’s electric bus sales were down slightly month over month — down 6.5%, from 620 in July to 580 in August. However, they were up massively year over year — up 51.8%, from 382 in August 2025 to 580 in August 2026.
Across the first 8 months of 2026, BYD had 3,749 electric bus sales, up 12.55% from the 3,331 it had in the first 8 months of 2025. So, it is seeing solid growth in this territory.
Unfortunately, the company’s non-bus commercial vehicle sales absolutely crashed compared to recent months. They were down 76.8% month over month — from 7,519 deliveries to 1,743 deliveries. In fact, it was the company’s worst month since August 2025, when the company … also had 1,743 deliveries! Yep, exactly 0% growth year over year, since BYD somehow ended up getting the exact same total for non-bus commercial vehicle sales despite having several months of much higher sales in between.
