The headline numbers
BYD said Thursday that it sold a little over 460,000 vehicles in September, up 17% year over year. Cumulative sales for the year came in at 3.13 million, which is 4% lower than the comparable stretch in 2025. Management is still aiming for full-year sales between 5 million and 5.5 million.
Exports are doing the heavy lifting
Nearly two out of every five vehicles BYD sold in September went to buyers outside China. The company is scaling up in Europe, Southeast Asia and South America, offering both pure EVs and plug-in hybrids. With the Iran War adding pressure to oil prices, more European drivers are gravitating toward those options.
Europe matters more and more
Europe is a standout because shoppers there tend to be more open to EVs and generally have more spending capacity. BYD also has long-term plans to deepen roots on the continent, aiming to build three vehicle assembly plants and one EV battery facility in the region. It has been in discussions about purchasing idle manufacturing sites in France, Spain and Italy.
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Home turf is still tough
Inside China, sales keep lagging last year. The broader EV market is contending with scaled-back state subsidies and a drawn-out property downturn that has curbed household spending. For everyday buyers, that mix means plenty of choice and deals, but also a reminder that market momentum is stronger abroad right now than at home.
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