Recently, the China Bus Information Network released export statistics data for new energy buses in the first half of 2026. BYD ranked first with an export volume of 2,233 units, with a market share of 22.15%, making it the only enterprise in the industry to break the 2,000-unit export threshold in the first half of the year. Amidst the global wave of green transportation transformation, BYD maintained steady growth and has won the annual new energy bus export champion for three consecutive years.

BYD electric buses have achieved a pattern of flourishing across the globe with simultaneous deep cultivation in multiple continents, high-end, and emerging markets. As of the end of June, in the high-standard European market, BYD has cumulatively delivered over 7,000 pure electric buses. Among them, over 2,700 buses are already in operation in the UK, accounting for 45% of the market share for zero-emission buses in the UK.

BYD Buses in the UK

In the Americas region, BYD continued to achieve breakthroughs at multiple points, maintaining a leading trend. In Colombia, BYD has cumulatively operated over 1,500 buses, ranking first in market share; in the Brazilian market, it has continued to deepen and expand since local production of electric bus chassis began in 2015. In June this year, BYD delivered 265 electric buses to São Paulo in a single shipment, setting a new record for the scale of single-shipment deliveries of heavy-duty electric buses in Brazil. Relying on localization strategy and technical accumulation, BYD has long stably held the top spot in the market share of imported electric bus brands in Brazil. In addition, the Middle East and African markets are advancing steadily, with orders being successively delivered in places like Morocco and the UAE.

In the Asia-Pacific region, business covers multiple countries including Singapore, Thailand, Malaysia, Australia, etc., becoming a mainstay model for local public transport electrification. Currently, BYD electric buses have orders exceeding 500 units in Japan, with a market share exceeding 50%, ranking first in the industry.

BYD Buses in Singapore

The core foundation for BYD electric buses to continuously lead comes from the full-stack self-developed core technology system. Relying on e-BUS Platform 3.0, Blade Battery technology, etc., it is adaptable to global complex operating conditions such as high temperatures, extreme cold, and mountains, showing outstanding advantages in safety performance and total lifecycle costs, successfully passing strict market certifications in Europe, the US, Japan, South Korea, etc., gaining recognition from global customers.

Making its debut at the Milan NME Exhibition

In the future, BYD will continue to provide leading technology, reliable quality, and excellent service, to support the green development of global public transportation.

Baru-baru ini, Rangkaian Maklumat Bas China mengeluarkan statistik eksport bas tenaga baharu untuk semester pertama 2026, BYD menempati tangga teratas dengan jumlah eksport 2233 buah, bahagian pasaran mencapai 22.15%, ia adalah syarikat satu-satunya dalam industri yang melepasi 2000 buah dalam eksport semester pertama. Di bawah gelombang transformasi pengangkutan hijau global, BYD mengekalkan pertumbuhan yang stabil, telah memenangi juara eksport tahunan bas tenaga baharu selama tiga tahun berturut-turut.

Bas elektrik BYD mencapai corak perkembangan serentak di seluruh dunia merangkumi pelbagai benua, pasaran tinggi dan pasaran emerging. Sehingga akhir Jun, di pasaran Eropah yang bertaraf tinggi, BYD telah menghantar lebih 7000 buah bas elektrik sepenuhnya. Di mana, di Britain, bas yang telah beroperasi melebihi 2700 buah, mewakili 45% bahagian pasaran bas sifar emisi di Britain.

Bas BYD di Britain

Di kawasan Amerika, BYD terus mencapai kejayaan di beberapa titik dan mengekalkan kedudukan kepimpinan. Di Colombia, BYD telah mengoperasikan bas melebihi 1500 buah, kedudukan bahagian pasaran adalah nombor satu; Pasaran Brazil sejak memulakan pengeluaran tempatan rangka bas elektrik pada tahun 2015, terus memperkukuh dan mengembangkan. Jun tahun ini, BYD menghantar 265 buah bas elektrik ke São Paulo sekali gus, mencapai rekod baharu untuk skala penghantaran tunggal bas elektrik berat di Brazil. Dengan memanfaatkan strategi tempatan dan acumulasi teknologi, BYD kekal di kedudukan teratas dalam bahagian pasaran import bas elektrik di Brazil. Di samping itu, pasaran Timur Tengah dan Afrika berkembang secara stabil, pasaran seperti Maghribi, Emiriah Arab Bersatu sedang menghantar pesanan secara berperingkat.

Pasaran Asia-Pasifik, perniagaan meliputi banyak negara termasuk Singapura, Thailand, Malaysia, Australia, menjadi model utama untuk elektrifikasi pengangkutan awam tempatan. Pada masa ini, pesanan bas elektrik BYD di Jepun melebihi 500 buah, bahagian pasaran melebihi 50%, menduduki tempat teratas dalam industri.

Bas BYD di Singapura

Asas utama yang membolehkan bas elektrik BYD terus memimpin, datang daripada sistem teknologi teras yang dibangunkan sepenuhnya secara dalaman, berteraskan teknologi seperti Platform e-BUS 3.0 dan Bateri Blad, boleh disesuaikan dengan keadaan operasi kompleks global seperti suhu tinggi, suhu rendah, gunung, dll, kelebihan ketara dalam prestasi keselamatan dan kos kitaran hayat penuh, berjaya meluluskan pengesahan pasaran yang ketat seperti Eropah, Amerika, Jepun, Korea, diperoleh pengiktirafan daripada pelanggan global.

Ditampilkan di pameran NME Milan

Pada masa hadapan, BYD akan berterusan dengan teknologi terkemuka, kualiti boleh dipercayai, dan perkhidmatan berkualiti tinggi, membantu pertumbuhan hijau pengangkutan awam global.

Recently, China Bus Network released export statistics data for new energy buses in the first half of 2026. BYD ranked first with an export volume of 2,233 units, accounting for a market share of 22.15%. It was the only enterprise in the industry to break through 2,000 units in exports in the first half. Under the wave of global green transportation transformation, BYD maintains steady growth and has won the annual export champion of new energy buses for three consecutive years.

BYD electric buses have achieved a pattern of global blossoming with simultaneous deep cultivation in multiple continents, high-end markets, and emerging markets. As of the end of June, in the high-standard European market, BYD has cumulatively delivered over 7,000 pure electric buses. Among them, over 2,700 buses are in operation in the United Kingdom, accounting for 45% of the market share of zero-emission buses in the United Kingdom.

BYD Buses in the United Kingdom

In the Americas region, BYD continues to achieve breakthroughs at multiple points and maintains a leading posture. In Colombia, BYD has cumulatively operated over 1,500 buses, ranking first in market share; the Brazilian market has continuously deepened and expanded since initiating local production of electric bus chassis in 2015. In June this year, BYD delivered 265 electric buses to São Paulo at once, setting a new record for the single-batch delivery scale of heavy electric buses in Brazil. Relying on localization strategy and technical accumulation, BYD has long remained at the top of the market share of imported electric bus brands in Brazil. In addition, the Middle East and African markets are steadily advancing, and orders are being delivered successively in places such as Morocco and the UAE.

In the Asia-Pacific region, business covers multiple countries such as Singapore, Thailand, Malaysia, and Australia, becoming the main model for local public transportation electrification. Currently, BYD electric buses have orders exceeding 500 units in Japan, with a market share exceeding 50%, ranking first in the industry.

BYD Buses in Singapore

The core foundation of BYD electric buses continuing to lead comes from a fully self-developed core technology system. Relying on technologies such as e-BUS Platform 3.0 and Blade Battery, it can adapt to global complex operating conditions such as high temperature, extreme cold, and mountainous areas. It has prominent advantages in safety performance and lifecycle costs, successfully passed strict market certifications such as Europe, America, Japan, and South Korea, and gained recognition from global customers.

Baru-baru ini, Laman Web Maklumat Bas China melaporkan statistik eksport bas tenaga baharu Separuh Pertama Tahun 2026. BYD menduduki tempat teratas dengan 2,233 unit eksport, bahagian pasaran mencapai 22.15%. Ia adalah satu-satunya syarikat dalam industri yang melangkaui 2,000 unit eksport pada separuh pertama tahun ini. Di bawah gelombang peralihan pengangkutan hijau global, BYD mengekalkan pertumbuhan yang mantap dan telah berjaya meraih juara eksport tahunan bas tenaga baharu selama tiga tahun berturut-turut.

Bas elektrik BYD mencapai corak pertumbuhan menyeluruh dengan pengkhususan serentak di pelbagai benua, pasaran tinggi dan pasaran berkembang. Sehingga akhir Jun, di pasaran Eropah yang standard tinggi, BYD telah menghantar lebih 7,000 unit bas elektrik sepenuhnya. Di antaranya, di United Kingdom, lebih 2,700 unit bas telah digunakan untuk operasi, mewakili 45% bahagian pasaran bas sifar pelepasan United Kingdom.

Bas BYD di United Kingdom

Di kawasan Amerika, BYD terus mencapai pelbagai pencapaian dan mengekalkan status kepimpinan. Di Colombia, BYD telah mengendalikan lebih 1,500 unit bas dengan bahagian pasaran berada di tempat pertama; pasaran Brazil, sejak memulakan pengeluaran chassis tempatan bas elektrik pada 2015, terus memperluas. Pada Jun tahun ini, BYD menghantar 265 unit bas elektrik secara serentak ke São Paulo, mencatat rekod baharu skala serahan tunggal bas elektrik berat di Brazil. Dengan strategi tempatan dan pengumpulan teknologi, BYD telah lama mempertahankan kedudukan teratas bahagian pasaran jenama bas elektrik import di Brazil. Tambahan pula, pasaran Timur Tengah dan Afrika berkembang stabil, pesanan sedang dihantar secara berurutan di wilayah seperti Moroko dan Emiriah Arab Bersatu.

Di kawasan Asia Pasifik, perniagaan merangkumi Singapura, Thailand, Malaysia, Australia dan lain-lain negara, menjadi model utama elektrifikasi pengangkutan awam setempat. Pada masa ini, pesanan bas elektrik BYD di Jepun melebihi 500 unit, bahagian pasaran melebihi 50%, menduduki tempat pertama dalam industri.

Bas BYD di Singapura

Asas teras yang memacu bas elektrik BYD kekal mendahului, berasal daripada sistem teknologi teras pembangunan dalaman penuh, berdayakan platform e-BUS 3.0, Bateri Blade dan teknologi lain, boleh disesuaikan dengan keadaan operasi global yang kompleks seperti suhu panas, sejuk melampau, dan kawasan gunung, mempunyai kelebihan ketara dalam prestasi keselamatan dan kos kitaran hayat penuh, lulus dengan berkesan pensijilan pasaran ketat di Eropah, Amerika, Jepun dan Korea, diterima oleh pelanggan global.

Senarai eksport luar negara pengeluar kereta domestik pada separuh pertama 2026 telah mengalami perubahan yang signifikan. Jika menyingkirkan Rusia dan Iran sebagai pasaran istimewa yang mendapat kelebihan geopolitik, jualan luar negara BYD telah melebihi Chery. Data ini juga menggambarkan strategi pengaturan globalisasi yang sangat berbeza antara dua pengeluar kereta tersebut.

Pengerusi dan Presiden Pengurusan BYD, Wang Chuanfu

Data eksport kastam separuh tahun menunjukkan Chery mengeksport keseluruhan 944,000 kenderaan, di mana pasaran Rusia dan Iran menyumbang bersama 283,000 kenderaan. Jika menyingkirkan kedua-dua pasaran ini, jualan Chery di wilayah pasaran global adalah 661,000 kenderaan. BYD telah secara aktif meninggalkan pasaran Rusia dan Iran atas pertimbangan strategik, kerana di satu pihak, keadaan geopolitik di kedua-dua pasaran ini kompleks, kestabilan operasi adalah sangat rendah, fluktuasi kadar mata wang dan sekatan boleh membawa risiko operasi pada bila-bila masa; yang lebih penting, untuk memberi tumpuan sumber untuk memperdalam pasaran utama Eropah, mengelak kesan berantai dalam kalangan media Barat yang dipicu oleh pengaturan di Rusia dan Iran, yang akan menjejaskan pelan Eropah, BYD memilih untuk keluar dari kawasan ini secara strategik. Keseluruhan 789,400 kenderaan eksport BYD berasal dari Eropah, Asia Tenggara, Australia, Amerika Latin dan wilayah pasaran lengkap yang lain, jumlah keseluruhan telah jauh mendahului Chery selepas menyingkirkan pasaran bonus.

Selama bertahun-tahun, Chery bergantung kepada kelebihan pasaran kawasan berbahasa Rusia dan Iran, dan lama kelamaan kekal sebagai pengeluar nombor satu bagi eksport kereta China. Selepas pengeluar kereta Barat dan Amerika secara aktif menarik diri, terdapat kekosongan besar dalam pasaran kereta bahan api tempatan, Chery memanfaatkan ini untuk memperoleh jualan yang stabil. Namun, pasaran seperti ini sangat dipengaruhi oleh keadaan geopolitik, kestabilannya tidak mencukupi, dan tidak mempunyai nilai rujukan bagi pasaran global. BYD secara aktif meninggalkan bonus jangka pendek, berpegang pada memperdalam ekonomi matang utama, kualiti pertumbuhan adalah lebih kukuh.

Pasaran Eropah telah menjadi enjin pertumbuhan paling penting bagi BYD. Pada separuh pertama 2026, bilangan pendaftaran kereta BYD di Eropah mencapai 162,400 unit, berbanding 70,500 unit pada tempoh yang sama tahun lalu, kadar kenaikan setahun meningkat tinggi sebanyak 136%, mencapai pertumbuhan berganda. Dilihat secara terperinci, model DM-i hibrid adalah peningkatan terbesar, meningkat melonjak 260% setahun, mengelak tekanan yang dibawa oleh subsidi balasan Kesatuan Eropah dengan cermat; model tulen elektrik meningkat dengan stabil, meningkat 78% setahun. Jerman, Itali, Sepanyol dan negara inti Barat lain semuanya mencapai pertumbuhan besar, tiada pasaran yang lemah.

BYD boleh terus meningkat, bergantung pada pelan sistem yang lengkap. Kilang Thailand dan Brazil terus meningkat kapasiti, lokasi pengeluaran Hungaria pada suku ke-4 akan segera dilancarkan, dapat mengelak cukai tarif Kesatuan Eropah, memperkukuh kelebihan Eropah lebih jauh. Armada kapal muatan sendiri terus diperluaskan, sepenuhnya melepaskan had kapasiti pengangkutan laut, untuk asas eksport berterusan. Chery kekurangan lokasi pengeluaran luar negara, kapasiti telah hampir mencapai siling, ditambah dengan pasaran bonus Rusia-Iran yang pertumbuhannya mencapai puncak, pertumbuhan seterusnya akan perlahan secara beransur-ansur.

Berdasarkan irama pertumbuhan semasa, walaupun dikira sepenuhnya jualan Rusia dan Iran, jumlah eksport keseluruhan BYD pada akhir tahun ini, juga mempunyai kemungkinan besar untuk mengatasi Chery, menguasai nombor satu eksport tahunan pengeluar kereta China.

Bonus geopolitik jangka pendek boleh menopang senarai buat sementara, tetapi tidak boleh menopang globalisasi yang berpanjangan. Jika melihat hanya pasaran utama persaingan bebas, BYD telah mengatasi Chery, yang juga bermaksud pengeluar kereta China ketika keluar ke luar negara, rasminya memasuki peringkat baharu bergantung pada kekuatan produk untuk melokalisasi global.

In the first half of 2026, the overseas export rankings of domestic automakers witnessed profound changes. If excluding Russia and Iran, these two special markets with geopolitical dividends, BYD's overseas sales have already surpassed Chery. This data also reflects the completely different globalization layout strategies of the two automakers.

BYD Chairman and President Wang Chuanfu

Customs export data for the first half shows Chery's overall exports at 944,000 units, among which the Russia and Iran markets contributed a combined 283,000 units. Excluding these two markets, Chery's sales in global marketized regions totaled 661,000 units. Out of strategic considerations, BYD actively abandoned the Russia and Iran markets. On one hand, the geopolitical situation in these two areas is complex, operational stability is very poor, currency fluctuations and sanctions could bring operational risks at any time; more critically, to concentrate all resources on deepening the European mainstream market, avoiding chain reactions in Western public opinion caused by the layout in Russia and Iran which could affect the European layout, BYD chose to strategically exit these two regions. All of BYD's 789,400 unit exports came from fully marketized regions such as Europe, Southeast Asia, Australia, Latin America, etc., and the total amount is already significantly leading Chery after excluding the dividend markets.

For many years, Chery relied on the market dividends of the Russian-speaking region and Iran, long staying at the first place in Chinese car exports. After Western European and American automakers actively withdrew, a huge vacuum appeared in the local fuel vehicle market, and Chery took stable sales through this. However, such markets are greatly affected by geopolitical situations, stability is insufficient, and do not have reference value for the global market. BYD actively gave up short-term dividends and persisted in deepening mainstream mature economies, making the growth more solid.

The European market has become BYD's most important growth engine. In the first half of 2026, BYD new registrations in Europe reached 162,400 units, compared to 70,500 units in the same period last year, with a year-on-year increase of up to 136%, achieving over doubling growth. Breaking it down, DM-i plug-in hybrid models were the largest incremental growth, surging 260% year-on-year, skillfully avoiding the pressure brought by the EU pure electric anti-subsidy measures; pure electric models climbed steadily, rising 78% year-on-year. Germany, Italy, Spain and other core Western European countries all achieved substantial growth, with no weak markets.

BYD's ability to continue rising relies on a complete system layout. Factories in Thailand and Brazil are continuously ramping up, and the Hungarian production base is about to go into production in the fourth quarter, which can avoid EU tariffs and further amplify the advantage in Europe. The independent Ro-Ro fleet is continuously expanding, thoroughly breaking free from the limitations of ocean shipping capacity, laying the foundation for continuous exports. Chery lacks overseas production bases, capacity is already close to the ceiling, superimposed with the Russia-Iran dividend markets showing top growth, subsequent growth will gradually slow down.

Based on the current growth rhythm, even if Russia and Iran sales are fully counted, BYD's total export volume at the end of this year has a high probability of surpassing Chery and taking the number one spot in annual Chinese car exports.

Short-term geopolitical dividends can support the rankings for a while, but cannot support long-term globalization. Looking only at mainstream markets with free competition, BYD has already surpassed, which also means that Chinese automakers going global have officially entered a new stage relying on product power to layout globally.

On July 16 local time, the BYD Brazil factory welcomed a new development milestone.

On that day, the factory's 100,000th new energy vehicle officially rolled off the line, the model was BYD Seagull; at the same time, the number of employees on duty at the factory surpassed 5,500.

It is worth mentioning that,from the factory's production launch in July 2025 to the completion of the 100,000th new energy vehicle roll-off, it took only about a year.

This speed not only reflects the factory's rapid capacity ramp-up, but also reflects BYD's continuously growing competitiveness in the Brazilian market.

From factory construction to supply chain perfection, and then to driving local employment, BYD is truly rooting the new energy vehicle industrial chain in Brazil, and thereby promoting the development of local green transportation.

Relying on the localization strategy, the BYD Brazil factory maintains steady development, and continuously drives local industrial upgrade and employment growth.

Li Tie, General Manager of BYD Brazil Branch, stated that the Camaçari factory's leap-forward development is a direct reflection of the effectiveness of BYD's strategy to deepen its presence in the Latin American market.

"We are fully committed to building the Camaçari factory into a modern new energy industrial base for the future, while continuously releasing capacity and improving the local supply chain system, creating more high-quality local jobs, continuously amplifying the social value of new energy industry implementation, and assisting Brazil in the green transportation transformation and upgrading."

Apart from the breakthrough in capacity, the employee scale exceeding 5,500 is also an important part of this milestone.

Compared to the initial phase of the factory's production, the continuously expanding employee scale today also means that BYD's localized manufacturing is moving from 'building factories' to 'building industries' into a new stage.

Ednei dos Santos Silva, the 5,500th employee to join this time, is a microcosm of BYD driving local employment.

He personally witnessed the gradual decline of the local traditional automobile industry, and also witnessed the industrial park losing vitality at one point, therefore he is deeply touched by BYD's arrival.

He stated that after BYD landed,not only reactivated the local industry, but also brought stable development opportunities to more and more residents.

"This is a brand new starting point in my career, allowing me to stably fulfill family responsibilities and continuously improve professional skills, taking root and growing on the land of my hometown, building the future together. Witnessing Camaçari regain industrial vitality and rediscover development dreams, I feel extremely honored."

In fact, for a global automotive company, building factories overseas does not merely mean increasing capacity, the more important thing is whether it can truly integrate into the local market.

The dual milestone of achieving the 100,000th new energy vehicle roll-off and surpassing 5,500 employees this time not only reflects the BYD Brazil factory's rapid construction speed and stable capacity output capability, but also means that its strategy of building a core new energy industrial base in South America is further being implemented.

Compared to simply achieving a capacity breakthrough, what is more worth noting is that BYD is focusing on localized manufacturing as the core, combining its global layout with local industrial development.

By continuously creating jobs, perfecting industrial chain support, promoting green travel, etc., transforming the company's development momentum into long-term power for Brazil's industrial upgrade, livelihood improvement, and green transformation, and also further deepening the cooperation between China and Brazil in the new energy vehicle industry field.

In recent years, BYD's overseas layout has accelerated significantly.

Currently, the company's new energy vehicles have entered more than 100 countries and regions worldwide, and are continuously promoting localized manufacturing in markets such as Brazil, Thailand, and Hungary.

In the first half of this year, BYD's overseas sales were about 790,000 vehicles, an increase of over 70% year-on-year, overseas sales volume accounts for more than 40% of total new energy vehicle sales, the international market is becoming a new growth engine for the company.

With the Brazil factory welcoming the 100,000th new energy vehicle roll-off, BYD's globalization strategy is also entering a new stage of continuous result realization.

Pada masa tempatan, 16 Julai, kilang BYD Brazil mencapai tonggak pembangunan baharu.

Pada hari tersebut, kereta elektrik baharu ke-100,000 dari kilang secara rasmi diluluskan keluar, modelnya ialah BYD Seagull; semasa yang sama, bilangan pekerja yang bekerja di kilang melebihi 5,500 orang.

Perlu disebutkan,daripada kilang ditayangkan pada Julai 2025 hingga kini siap dengan kereta elektrik ke-100,000, hanya mengambil masa kira-kira setahun.

Kecepatan ini bukan sahaja menunjukkan peningkatan pantas kapasiti pengeluaran kilang, juga mencerminkan daya saing BYD yang berkembang berterusan di pasaran Brazil.

Dari pembinaan kilang ke penyempurnaan rantaian bekalan, seterusnya mendorong pekerjaan tempatan, BYD sedang menanam sebenar rantaian industri kereta elektrik di Brazil, dan seterusnya memacu pembangunan pengangkutan hijau di tempatan.

Berdasarkan strategi penglokalisan, kilang BYD Brazil mengekalkan pembangunan yang stabil, dan terus memacu peng产业升级 industri tempatan serta pertumbuhan pekerjaan.

Pengurus Besar Cawangan BYD Brazil, Li Tie, menyatakan, kilang Camaçari mencapai perkembangan yang melompat, merupakan manifestasi jelas strategi BYD untuk menanamkan diri dalam pasaran Amerika Latin.

"Kami sedang berusaha keras untuk menjadikan kilang Camaçari sebagai pangkalan industri tenaga baharu moden yang berorientasikan masa depan, semasa terus melepaskan kapasiti, dan menyempurnakan sistem rantaian bekalan tempatan, mencipta lebih banyak peluang pekerjaan berkualiti tinggi di tempatan, terus memperbesarkan nilai sosial pelaksanaan industri tenaga baharu, membantu transformasi dan peningkatkan pengangkutan hijau Brazil."

Selain daripada pencapaian kapasiti, skala pekerja melebihi 5,500 orang, juga merupakan komponen penting tonggak ini.

Berbanding peringkat awal pelancaran kilang, skala pekerja yang terus berkembang kini, juga bermaksud pembuatan tempatan BYD kini beralih dari 'membina kilang' ke fasa baharu 'membina industri'.

Pekerja ke-5,500 yang menyertai kali ini, Ednei Dos Santos Silva, adalah ringkasan daripada BYD mendorong pekerjaan tempatan.

Beliau pernah menyaksikan sendiri industri automotif tradisional tempatan merosot, dan menyaksikan kawasan perindustrian pernah kehilangan semangat, oleh itu, beliau sangat terkesan dengan kedatangan BYD.

Beliau menyatakan, selepas BYD datang,bukan sahaja mengaktifkan semula industri tempatan, tetapi juga memberikan peluang pembangunan yang stabil kepada lebih ramai penduduk.

"Ini adalah titik permulaan baharu dalam kerjaya saya, yang membolehkan saya memikul tanggungjawab keluarga dengan stabil, terus meningkatkan kemahiran profesional, menanam dan berkembang di tanah kampung halaman, membina masa depan bersama. Menyaksikan Camaçari kembali hidup industri, memulakan semula impian pembangunan, saya merasa amat dihormati."

Faktanya, bagi sebuah syarikat automotif global, pembinaan kilang di luar negara bukan hanya bermaksud menambah kapasiti, yang lebih penting ialah sama ada boleh benar-benar bersepadu dengan pasaran tempatan.

Dua tonggak ini yang merealisasikan kereta elektrik ke-100,000 dan skala pekerja melebihi 5,500 orang, bukan sahaja menunjukkan kelajuan pembinaan yang pantas dan kapasiti output yang stabil kilang BYD Brazil, juga bermaksud strateginya untuk membina pangkalan industri tenaga baharu utama di Amerika Selatan sedang dilaksanakan.

Berbanding sekadar mencapai lompatan kapasiti, yang lebih patut ditumpukan, BYD kini menempatkan pembuatan tempatan sebagai teras, mengintegrasikan rancangan global dengan pembangunan industri tempatan.

Melalui cara seperti mencipta pekerjaan berterusan, menyempurnakan sokongan rantaian industri, mendorong pengangkutan hijau, mengubah tenaga perkembangan syarikat kepada daya jangka panjang untuk pengupgradean industri Brazil, penambahbaikan kehidupan rakyat, dan transformasi hijau, juga memperdalamkan lagi kerjasama antara China dan Brazil dalam bidang industri kereta elektrik.

Dalam beberapa tahun kebelakangan ini, pengagihan luar negara BYD dengan ketara mempercepatkan.

Sekarang, kereta elektrik baharu syarikat telah memasuki lebih daripada 100 negara dan wilayah di seluruh dunia, dan terus memajukan pembuatan tempatan di pasaran Brazil, Thailand, Hungary, dan lain-lain.

Pada separuh pertama tahun ini, jualan luar negara BYD kira-kira 790,000 unit, peningkatan tahun ke tahun melebihi 70%, jualan pasaran luar negara menyumbang lebih daripada 40% daripada jumlah jualan kereta elektrik baharu, pasaran antarabangsa sedang menjadi enjin pertumbuhan baharu syarikat.

Dengan kilang Brazil mencapai kereta elektrik ke-100,000, strategi globalisasi BYD kini memasuki fasa baharu di mana pencapaian berterusan direalisasikan.

Recently, two rumors about BYD overseas spread widely online: Australia imposed a 50 million Euro fine, Turkey sales almost collapsed. Many netizens sighed after reading, saying BYD's overseas journey is becoming harder. But breaking down the whole matter, online content contains much exaggeration. However, through these two incidents, we can clearly see that domestic automakers' overseas expansion is far less easy than we imagined.

First, regarding the Australia incident, the rumor of a 50 million Euro fine itself is false; the actual upper limit is 50 million AUD. The cause of the whole matter is helpless, purely a low-level mistake by BYD's local Australia team. When staff entered data, they mistakenly treated the vehicle manufacturing time as the whole vehicle production time. 1265 cars produced in 2025 were registered as 2026 models.

To be fair, this batch of cars had no issues with hardware configuration or safety standards; the vehicles themselves had no quality defects. However, the car buying environment in Australia is different from domestic. Production year directly determines used car residual value and insurance pricing. If the model year is marked incorrectly, owners will definitely suffer selling cars after a few years. When the incident just broke out, BYD only offered 1100 AUD compensation per car, owners all disagreed, local media reported in turns, public opinion pressure came. Forced by the situation, BYD adjusted the plan: owners can return cars for full refund, change to new model, or take compensation and keep using.

Only if all owners choose to return cars will BYD incur costs amounting to 240-280 million RMB. The reality is many owners chose to take money and keep cars, so the final actual cost is far from the exaggerated online reports. This money is active compensation from BYD to owners; local regulatory authorities have not yet issued a fine. Even with this storm, BYD remains the second in Australia new energy sales, only behind Toyota, the basic market share has not shaken.

Then let's talk about the Turkey market. In the past two years, BYD was very prominent locally. In 2024, BYD promised to spend 1 billion USD to build a factory in Turkey. The Turkish government provided generous benefits, waiving 40% additional tariffs and $7,000 per vehicle tax. Relying on huge price advantages, in January 2026, BYD sold 3,866 cars in a single month. Later, BYD prioritized the Hungary factory landing, pausing the Turkey factory plan. According to the signed agreement initially, Turkey directly cancelled tariff privileges, and could even collect previously waived taxes. After benefits disappeared, sales plummeted, June only sold 83 units, down 98.8% year-on-year.

Everyone should not mistakenly think Turkey specifically targeted BYD. In the first half of 2026, Turkey's overall auto market declined 11.44%, all Chinese brand overall sales declined 39.6%. Chery completed localization layout early, so the impact received was small. Simply put, BYD's huge sales drop was caused by the loss of tariff benefits, leading to car price increases.

But everyone, do not discredit BYD's overseas layout based on just two incidents.

Previously, we naively thought if cars were built sturdy and configurations were sufficient, selling abroad would not worry about sales channels. After these two incidents, I realized overseas markets are full of hidden tricks. Foreign welfare policies are never given for free; Turkey is a living example. Benefits are bound to factory building tasks. As long as your landing progress does not meet agreed conditions, the received policies are taken back instantly, showing no mercy.

The Australia incident further sounded an alarm for us; foreign local regulations are too strict. A simple date entry error, not because car quality is bad, could force the automaker to pay hundreds of millions. In the future, European carbon tariffs and anti-dumping measures will land successively, the cost of our domestic cars going overseas will only get higher.

Objectively speaking, BYD's overall overseas performance is not bad. Southeast Asia, Brazil, Hungary, Thailand market sales continue to rise, European major countries' market development momentum is also quite good. This Australia flip, the root cause is still overseas local team carelessness, domestic HQ oversight of overseas branches insufficient, management friction appeared loopholes, it is not that the cars themselves are not good.

And in my opinion, domestic cars going overseas have now bid farewell to the era of low prices and high volume. We have full confidence in car building now, but operating overseas markets, we are still novices. In the future, it is not just core mechanical components and Intelligence these hardware strengths that compete. Understanding local policies and regulations, managing overseas employees, thoroughly understanding local people's consumption habits, all are compulsory courses.

BYD's current losses have also warned domestic automakers like Great Wall, Geely, NIO preparing to dig deep into overseas markets. Going abroad cannot just focus on making cars, must not ignore detail management. Only by calming down to familiarize with local rules and doing overseas operations solidly, can our domestic cars stand firm overseas. This road cannot be rushed.

Baru-baru ini, dua berita mengenai BYD di luar negara menjadi tular di media sosial, Australia dikenakan denda 50 juta Euro, manakala jualan di Turki hampir hancur, ramai netizen yang melihatnya berasa kecewa, menunjukkan bahawa jalan BYD di luar negara semakin sukar. Namun, jika dibincangkan secara terperinci, kandungan berita yang berlegar itu mengandungi banyak elemen yang dilebih-lebihkan. Walau bagaimanapun, melalui dua kejadian ini, kita dapat melihat dengan jelas bahawa penerokaan pasaran oleh syarikat automoter buatan domestik tidak semudah yang kita bayangkan.

Berkaitan dengan isu di Australia, berita tentang denda 50 juta Euro yang berlegar di internet adalah salah. Had sebenar adalah 50 juta AUD. Penyebab keseluruhan ini membuatkan kita berasa malang, semata-mata kerana pasukan tempatan BYD di Australia membuat kesilapan asas. Apabila staf memasukkan data, mereka secara tidak sengaja menggantikan masa kilang keluar dengan masa pengeluaran kenderaan, 1265 unit kereta yang dihasilkan pada tahun 2025 didaftarkan sebagai model baharu 2026.

Secara adil, konfigurasi perkakasan dan piawaian keselamatan kereta ini tiada masalah, tiada kecacatan kualiti pada kereta itu sendiri. Namun, persekitaran membeli kereta di Australia berbeza dengan di dalam negara, tahun pengeluaran menentukan nilai sisa kereta terpakai dan penentuan premium insurans. Jika model tahun dilabelkan salah, pemilik kereta pasti akan rugi ketika menjualnya beberapa tahun nanti. Ketika peristiwa ini meletus, BYD hanya menawarkan pampasan 1100 AUD per kereta, pemilik tidak bersetuju, media tempatan melaporkan secara berperingkat, tekanan awan semakin besar. Disebabkan keadaan, BYD menyesuaikan pelan, pemilik boleh memulangkan kereta secara penuh, menukar model baharu, atau menerima pampasan dan terus menggunakan kereta.

Hanya jika semua pemilik memilih untuk memulangkan kereta, BYD akan menanggung kos setara 240-280 juta Yuan. Kenyataannya, ramai pemilik memilih menerima wang dan mengekalkan kereta, kos sebenar jauh lebih rendah daripada dakwaan di internet. Wang ini adalah pampasan yang dicadangkan BYD kepada pemilik, pegawai pengawalseliaan tempatan belum mengeluarkan denda. Walau bagaimanapun, dalam ribut ini, BYD masih berada di tempat kedua dalam jualan kenderaan bahar di Australia, di bawah Toyota, asas tidak terganggu.

Mengenai pasaran Turki. Beberapa tahun lalu, BYD sangat menonjol di sana. Pada tahun 2024, BYD berjanji melabur 1 bilion USD untuk membina kilang di Turki, kerajaan Turki memberikan faedah yang baik, membebas 40% cukai tambahan dan yuran kenderaan sebanyak 7000 USD. Bergantung kepada kelebihan harga yang besar, pada Januari 2026, BYD menjual 3866 unit kereta dalam sebulan. Selepas itu, BYD memberi keutamaan kepada pelaksanaan kilang di Hungary, menangguhkan pelan membina kilang di Turki. Mengikut perjanjian yang ditandatangani dahulu, Turki membatalkan kelebihan cukai serta-merta, malah boleh menuntut semula cukai yang dibebaskan sebelum ini. Selepas faedah hilang, jualan menurun mendadak. Pada Jun, hanya 83 unit terjual, menurun 98.8% berbanding tempoh yang sama.

Jangan salah faham, Turki tidak menargetkan BYD sahaja. Pada separuh pertama 2026, pasaran kereta Turki secara keseluruhan menurun 11.44%, jualan keseluruhan jenama China menurun 39.6%. Chery telah siap merancang pelokalan dengan awal, impak yang diterima adalah kecil. Pada asalnya, penurunan tajam jualan BYD disebabkan oleh hilangnya faedah cukai dan kenaikan harga kereta.

Tetapi rakan-rakan, jangan merosakkan pandangan terhadap pelan antarabangsa BYD hanya berdasarkan dua perkara ini.

Dulu kita selalu berfikiran naif bahawa jika kereta dibina kukuh dan konfigurasi mencukupi, tidak akan ada masalah dalam jualan di luar negara. Melalui dua perkara ini, saya baru faham, pasaran luar negara penuh dengan tipu daya yang tidak kelihatan. Kebijakan kebajikan luar negara tidak pernah diberikan secara percuma, Turki adalah contoh hidup, faedah terikat dengan tugas pembinaan kilang. Jika kemajuan pelaksanaan anda tidak memenuhi syarat yang dijanjikan, kebijakan yang di tangan akan ditarik tanpa ragu-ragu.

Insiden di Australia lagi-lagi memberi amaran, peraturan tempatan di luar negara terlalu ketat. Satu kesilapan memasukkan tarikh yang ringkas, bukan kerana kualiti kereta tidak baik, tetapi boleh menyebabkan syarikat automoter membayar ratusan juta. Pada masa hadapan, cukai karbon Eropah dan anti-dumping akan dilaksanakan, kos keluaran kereta buatan domestik kita akan semakin tinggi.

Secara objektif, prestasi keseluruhan BYD di luar negara tidak buruk. Jualan di pasaran Asia Tenggara, Brazil, Hungary, Thailand terus meningkat, pasaran di kebanyakan negara Eropah juga mempunyai perkembangan yang baik. Insiden di Australia ini, punca masalah ialah pasukan tempatan luar negara yang ceroboh, ibu pejabat di dalam negara tidak mengawal dengan baik, terdapat celah dalam pengurusannya, bukannya kereta itu sendiri yang bermasalah.

Menurut pandangan saya, penerokaan pasaran kereta buatan domestik kini telah meninggalkan era harga rendah mengejar kuantiti. Kita sekarang mempunyai keyakinan penuh dalam membina kereta, tetapi dalam mengendali pasaran luar negara, kita masih pemula. Pada masa hadapan, bukan sahaja perkakasan seperti komponen utama dan kecerdasan yang dipertandingkan, memahami peraturan polisi tempatan, mengurus pekerja luar negara, memahami kebiasaan pengguna tempatan, semuanya adalah kursus wajib.

Kerugian yang dilalui BYD sekarang juga memberi amaran kepada syarikat automoter buatan domestik lain seperti Great Wall Motors, Geely, Nio yang bersedia mendalami pasaran luar negara. Bila keluar dari negara, tidak boleh hanya fokus membina kereta, jangan abaikan pengurusan terperinci. Hanya dengan bersabar menguasai peraturan tempatan, dan membuat operasi luar negara dengan kukuh, kereta buatan domestik kita boleh berdiri teguh di luar negara, jalan ini tidak boleh tergesa-gesa.

Gasgoo learned that recently, BYD reached an important milestone in the Thailand market, with cumulative deliveries of new energy vehicles officially exceeding 130,000 units. At the same time, the BYD Thailand factory located in Rayong Province WHA Industrial Park celebrated its second anniversary of production, and the new model BYD SEALION 5 DM-i was also officially released.

Image Source: BYD

The BYD Thailand factory is its first overseas passenger car production base, with a designed annual production capacity of 150,000 units. Currently, the factory has achieved localization production for five models: BYD DOLPHIN, BYD ATTO 3, BYD SEAL 5 DM-i, BYD SEALION 5 DM-i, and BYD SEALION 6 DM-i, and all have obtained the "Made in Thailand" (MiT) certification issued by the Federation of Thai Industries.

In two years since production started, BYD in Thailand has continuously deepened its localization development, with significant results: the factory has cumulatively created over 5,000 job positions, Thai employees account for about 93%, and the local parts procurement ratio has reached 50%. This marks that BYD has deeply integrated into the Thailand automotive industry chain, effectively driving local collaborative development.

At the event, BYD delivered the 130,000th new energy vehicle to Thai consumers, the model being BYD SEALION 5 DM-i. The pre-sale price for the Standard version of this model was announced simultaneously, which will further enrich its DM-i product matrix.

Media Automotif Gale mengetahui bahawa pada masa ini, BYD telah mencapai tonggak penting di pasaran Thailand, dengan jumlah penghantaran terkumpul untuk kenderaan elektrik secara rasmi telah melepasi 130,000 unit. Pada masa yang sama, Pabrik BYD Thailand yang terletak di Wilayah Rayong, Taman Perindustrian WHA menyambut ulang tahun kedua pengeluaran, dan model baharu BYD SEALION 5 DM-i juga telah dilancarkan secara rasmi.

Sumber Gambar: BYD

Pabrik BYD Thailand merupakan tapak pengeluaran kereta penumpang antarabangsa pertamanya, dengan kapasiti pengeluaran tahunan direka 150,000 unit. Kini, pabrik ini telah merealisasikan pengeluaran tempatan bagi lima model iaitu BYD DOLPHIN, BYD ATTO 3, BYD SEAL 5 DM-i, BYD SEALION 5 DM-i dan BYD SEALION 6 DM-i, dan kesemuanya telah menerima pengiktirafan "Dibuat di Thailand" (MiT) yang diterbitkan oleh Persekutuan Perindustrian Thailand.

Dalam tempoh dua tahun selepas operasi, BYD terus memperdalam pembangunan tempatan di Thailand, dengan hasil yang ketara: Pabrik telah mencipta lebih daripada 5,000 peluang pekerjaan, nisbah pekerja berbangsa Thailand adalah kira-kira 93%, dan nisbah pembelian komponen tempatan telah mencapai 50%. Ini menandakan BYD telah sepenuhnya terintegrasi ke dalam rantaian industri automotif Thailand, dan berjaya memacu pembangunan bersama di kawasan tersebut.

Di lokasi acara, BYD menghantar kenderaan elektrik ke-130,000 kepada pengguna Thailand, model ialah BYD SEALION 5 DM-i. Harga pra-pembelian bagi versi Standard model ini juga diumumkan serentak, yang akan memperkayakan lagi senarai produk DM-i.

In the first half of 2026, approximately 630 new cars were launched in the Chinese market, while domestic passenger car sales slipped by 20% year-on-year during the same period.

Amid such a severe market environment, BYD still continues to receive good news: sales in June exceeded 400,000 units, setting a new record for the year; in July, the 17 millionth new energy vehicle rolled off the production line at the Xi'an factory; subsequently, BYD, Denza, and Yangwang showcased their brands at the Goodwood Festival of Speed in the UK... Whether in terms of market performance, growth rate, or international influence, BYD continues to lead the industry.

A string of standout performances proves from one perspective that the positive cycle system constructed by BYD, with technology as the flywheel, scale as the foundation, and ecosystem as the barrier, is profoundly reshaping the competitive landscape of the global automotive industry.

Behind the 17 million units, technological innovation is the underlying logic

From the 16 millionth unit to the 17 millionth unit, BYD took less than 3 months to refresh the mass production record of the new energy vehicle industry at the fastest global speed, also verifying the sustainability of its development model.

Technology is King, Innovation is the Foundation is BYD's core philosophy that has been long adhered to. As of now, BYD's cumulative R&D investment has exceeded 250 billion yuan, forming a positive cycle of Technological Innovation — Product Landing — Scale Feedback — Iterative Upgrade, and systematically enhancing the global competitiveness of China's new energy vehicle industry.

In March this year, BYD officially joined the International Automotive Task Force (IATF), becoming the first Chinese automaker to enter the top-level global automotive standard-setting system. In the BrandZ Most Valuable Global Brands list released in May, BYD ranked 5th among global automotive brands with a brand value of 20.362 billion USD, a year-on-year increase of 41%, and the highest growth rate among global automakers for two consecutive years.

In March 2026, BYD released the second-generation Blade Battery and Flash Charging Technology

In terms of core technologies, BYD has concentrated the release of achievements such as the second-generation Blade Battery and Flash Charging Technology, Di Tian Zhi Yan 5.0, and the self-developed intelligent driving chip "Xuanji A3" within this year. 9 minutes to full charge, intelligent parking, and dual assurance for urban navigation" solved the pain points of users' energy replenishment anxiety and reluctance to use intelligent driving, also becoming a vivid footnote to BYD's Technology is King.

Volume and Price Surge Together Verify Development Effectiveness

The model that rolled off the line as the 17 millionth vehicle of BYD is the brand new flagship Seal 08 from the Ocean Network. The new car possesses advanced product strengths such as Flash Charging Technology, Dual Assurance for Intelligent Parking, 905km Pure Electric Range, DiSus-A plus rear-wheel steering, and is a heavyweight work in BYD's 200,000 yuan sedan market.

Large Flagship Sedan Value Benchmark — Seal 08

In terms of premiumization, BYD has achieved step-by-step market penetration through gradient brand segmentation, building a massive product matrix with comprehensive coverage and complementary positioning from mainstream household to million-level price bands.

In the first quarter of this year, BYD's average vehicle price per unit has reached 160,000 yuan, ranking among the forefront in mainstream automakers; the gross profit margin of the automotive business recorded 23%, setting a new high in nearly a year.

Technology Luxury Flagship MPV — Second Generation Denza D9

Especially in June, sales of the three high-end brands Fangchengbao, Denza, and Yangwang increased by 62% year-on-year, with Denza's monthly sales exceeding 20,000 units for the first time, fully demonstrating the effectiveness of BYD's multi-brand matrix.

The BYD Model of Eco-System Going Global

Currently, Going Global has become a consensus in the automotive industry. For BYD, going global is not merely product export, but outputting a complete technology system and brand value. Its core strategy is deep localization and building a win-win ecosystem.

In South America, with the Brazil factory as the core, BYD has built a localized production and supply chain system, driving local employment, tax revenue, and industrial chain development to achieve two-way win-win. In Europe, BYD's Hungary factory will officially start production in the fourth quarter of this year; in Southeast Asia, the Thailand factory is already in production, and the Indonesia factory is about to mass produce. At the same time, BYD has also completed intelligent driving R&D and technology layout in major overseas markets.

Denza Z Launched in the UK, Top Trim Price Approximately Equivalent to 1.58 Million Yuan RMB

In fact, the overseas market has already opened a second growth curve for BYD. In 2025, BYD's overseas sales exceeded 1 million units for the first time. In the first half of this year, BYD's overseas market cumulative sales approached 790,000 units, a significant increase of 68% year-on-year, and the annual overseas sales target of 1.5 million units is also expected to be exceeded.

Conclusion

With the boost of synergy between premiumization and internationalization, BYD continues to bring new technology breakthroughs to the industry.

Behind all of this is still BYD's continuously self-reinforcing positive cycle system — Technology empowers products, products drive scale, and scale feeds back technology.

Semi-tahun pertama 2026, pasaran kereta China secara kumulatif melancarkan kira-kira 630 model baharu, manakala jualan kenderaan penumpang domestik pada tempoh yang sama telah menurun sebanyak 20% berbanding tahun sebelumnya.

Dalam persekitaran pasaran yang begitu mencabar ini, BYD masih terus melaporkan berita positif: jualan Jun melebihi 400,000 unit, mencatatkan rekod baharu tahun ini; Julai, kenderaan elektrik ke-17 juta telah keluar secara rasmi dari kilang di Xi'an; seterusnya, tiga jenama utama BYD, Denza, dan YangWang muncul di Festival Kecepatan Goodwood, United Kingdom……sama ada prestasi pasaran, kadar pertumbuhan, atau daya pengaruh antarabangsa, BYD terus memimpin industri.

Serangkaian prestasi yang cemerlang dari satu sudut membuktikan, sistem kitaran positif yang dibina oleh BYD dengan teknologi sebagai flywheel, skala sebagai asas, dan ekosistem sebagai penghalang, sedang mengubah corak persaingan industri automotif global secara mendalam.

17 juta unit di sebalik logik asas inovasi teknologi

Daripada kenderaan ke-16 juta ke ke-17 juta, BYD hanya menggunakan masa kurang daripada 3 bulan, mencapai rekod kuaran dalam industri kenderaan elektrik paling laju di dunia, sekaligus mengesahkan kebolehpemeliharaan model pembangunannya.

Teknologi sebagai Raja, Inovasi sebagai Asas adalah falsafah teras yang tekun dipegang oleh BYD. Setakat ini, pelaburan penyelidikan dan pembangunan BYD telah melebihi 250 bilion Yuan, membentuk kitaran positif Inovasi Teknologi—Pelaksanaan Produk—Skala Membalik—Penambahbaikan Berulang, sekaligus meningkatkan daya saing industri kenderaan elektrik China di peringkat global secara sistematik.

Pada Mac tahun ini, BYD secara rasmi menyertai Kumpulan Kerja Automotif Antarabangsa (IATF), menjadi pengeluar kereta China pertama memasuki sistem pembuatan piawaian atas industri automotif global. Dalam senarai jenama global terbernilai BrandZ yang diterbitkan pada Mei, BYD menduduki peringkat kelima dalam jenama automotif global dengan nilai jenama 20.362 bilion Dolar AS, peningkatan tahun ke tahun 41%, dan kadar pertumbuhan pengeluar kereta global selama dua tahun berturut-turut adalah yang tertinggi.

Mac 2026, BYD melancarkan teknologi bateri pisau generasi kedua dan teknologi pengecasan pantas

Dalam aspek teknologi teras, BYD telah menyelesaikan pelepasan terpusat bagi hasil kerja seperti teknologi bateri pisau generasi kedua dan pengecasan pantas, Mata Dewa 5.0, cip pemanduan pintar yang dibangunkan sendiri 'Xuanji A3' pada tahun ini. Cas penuh dalam 9 minit, park pintar dan 'dual jaminan' pemanduan bandar, menyelesaikan kesakitan kegelisahan pengisian semula pengguna dan tidak berani menggunakan pemanduan pintar, sekaligus menjadi catatan hidup bagi falsafah BYD 'Teknologi sebagai Raja'.

Kuantiti dan harga meningkat serentak mengesahkan keberkesanan pembangunan

Model kenderaan yang keluar dari talian pengeluaran ke-17 juta BYD ialah model flagship bahawei rangkaian Laut, Seal 08. Model baharu ini mempunyai teknologi pengecasan pantas, dua jaminan park pintar dan pemanduan pintar, 905km jarak pemanduan bateri sepenuhnya, Yunnian-A ditambah pengalihan roda belakang dan kekuatan produk yang mengatasi kelas, merupakan karya berat BYD dalam pasaran sedan kelas 200,000 Yuan.

Pemandu kenderaan keluarga flagship besar sebagai penanda aras nilai—Seal 08

Dalam aspek peningkatan premium, BYD dengan pembahagian jenama berperingkat telah mencapai penetrasi pasaran langkah demi langkah, membina matriks produk besar yang menutupi dan saling melengkapi, dari harga utama keluarga hingga jutaan.

Suku pertama tahun ini, harga purata setiap kenderaan BYD telah mencecah 160,000 Yuan, menduduki peringkat teratas dalam pengeluar kereta utama; margin kasar bisnes automotif telah mencapai 23%, mencatatkan paras tertinggi dalam setahun terdekat.

MPV Premium Teknologi—Denza D9 Generasi Kedua

Terutama pada Jun, penjualan tiga jenama premium Fang Cheng Bao, Denza, YangWang meningkat 62% berbanding tahun sebelumnya, penjualan tunggal Denza dalam sebulan juga首次 melampaui 20,000 unit, membuktikan dengan lengkap keberkesanan matriks banyak jenama BYD.

Ekosistem merentas laut 'Model BYD'

Semasa ini, 'merentas laut' telah menjadi konsensus industri automotif. Bagi BYD, merentas laut bukan sekadar eksport produk, tetapi eksport sistem teknologi lengkap dan nilai jenama, strateginya teras adalah penyerapan tempatan yang mendalam, berkongsi pembinaan dan keuntungan ekosistem.

Di Amerika Selatan, BYD dengan kilang Brazil sebagai teras, membina sistem pengeluaran tempatan, rangkaian bekalan, menggerakkan pekerjaan tempatan, cukai, pembangunan rantaian industri, mencapai kemenangan dua hala. Di Eropah, kilang Hungary BYD akan mula beroperasi sepenuhnya pada suku keempat tahun ini; di Asia Tenggara, kilang Thailand telah beroperasi, kilang Indonesia akan masuk ke kuaran. Pada masa yang sama, BYD juga telah menyelesaikan susunan penyelidikan dan pembangunan pemanduan pintar serta teknologi dalam pasaran utama luar negara.

Denza Z dilancarkan di United Kingdom, model tertinggi berharga lebih kurang 1.58 juta Yuan

Sebenarnya, pasaran luar negara telah membuka lengkung pertumbuhan kedua untuk BYD. Pada tahun 2025, jualan luar negara BYD pertama kali melampaui 1 juta unit. Semi-tahun pertama tahun ini, jualan luar negara BYD secara kumulatif hampir 790,000 unit, meningkat besar 68% berbanding tahun sebelumnya, sasaran jualan luar negara 1.5 juta unit sepanjang tahun juga dijangka terlampaui.

Kesimpulan

Dalam dorongan peningkatan premium dan antarabangsa yang bergetar pada frekuensi yang sama, BYD masih berterusan membawa titik letusan teknologi baharu kepada industri.

Dan di sebalik semua ini, tetap adalah sistem kitaran positif BYD yang sentiasa menguatkan diri sendiri—Teknologi memberi kuasa kepada produk, produk memacu skala, skala membiak kepada teknologi.

BYD officially announced the latest overseas market data on July 12. The brand's cumulative new energy vehicle deliveries in the Thailand market officially exceeded 130,000 units. Coinciding with the second anniversary of BYD's Thailand CKD factory production launch, the event also saw the regional premiere of the new model BYD SEALION 5 DM-i. With the dual achievements of a sales milestone and a new car launch, the brand's deep foundation in the Southeast Asian market was verified. During the offline delivery ceremony on the day, the commemorative 130,000th new energy vehicle was the newly released SEALION 5 DM-i. The vehicle was delivered to well-known Thai film and television actress Usa Sencan. She became well-known to locals for her role as Grandma in the film A Letter to Grandma. Selecting a popular local actor as the milestone owner effectively narrows the distance between the brand and local ordinary consumers, further shaping a brand image that fits local Thai life.

BYD Thailand factory is located in Rayong Province WHA Industrial Park, which is also the brand's first overseas passenger car production base globally. The factory's planning and design annual production capacity is 150,000 units. Since production launch, the factory has steadily promoted the localization process of whole vehicle manufacturing. Five main models have been locally produced. The product matrix covers compact pure electric sedans, city pure electric SUVs, and multiple household plug-in hybrid SUVs, namely DOLPHIN, ATTO 3, SEAL 5 DM-i, SEALION 5 DM-i, SEALION 6 DM-i. They comprehensively cover mainstream commuting and multi-person family travel needs in the Thailand market. These five locally produced models have successfully obtained the MiT Thailand Made Certification granted by the Thailand Industrial Federation (FTI). This certification is a key qualification for local new energy vehicles to enjoy car purchase subsidies and tax preference. At the same time, it represents that the whole vehicle manufacturing process and parts supply standards perfectly fit local Thai industrial specifications, which can effectively control terminal selling prices and enhance product competitiveness in the local market.

Reviewing the factory's two-year development journey, BYD's sales growth momentum in Thailand has been very rapid. In November 2025, the factory completed the delivery of the 70,000th whole vehicle. The delivery model was SEALION 6, and the owner was an excellent local employee of the factory, Pattaraporn. In just eight months, the cumulative market delivery volume climbed from 70,000 units to 130,000 units, adding 60,000 new deliveries, which intuitively reflects that Thai consumers' acceptance of new energy vehicles continues to improve. Charging facilities distribution for new energy vehicles in Southeast Asian cities is uneven. Long-distance travel with pure electric models often faces power replenishment difficulties. BYD's mature DM-i super hybrid system happens to solve this pain point. Short-term commuting relies on pure electric mode to reduce vehicle usage costs, while long-distance travel relies on the fuel system to eliminate range anxiety. This power technology adapted to regional travel scenarios is the core factor for continued strong sales of several hybrid SUVs under the brand.

Beyond production capacity and sales growth, BYD Thailand factory continues to promote supply chain and talent localization construction. During the two-year production launch, the factory created a large number of local jobs. The proportion of Thai employees in grassroots and technical positions exceeds 90%. At the same time, the local parts procurement ratio continues to be improved, driving the synchronized development of Thailand's local auto parts supporting industry, and helping the local industry to improve the new energy vehicle upstream and downstream industry system. The official launch of the SEALION 5 DM-i this time further perfects the brand's compact hybrid SUV product line, which can compete head-on with local mainstream fuel and hybrid models, enriching Thailand consumers' new energy vehicle purchasing choices.

From the landing of the first overseas whole vehicle manufacturing base to exceeding 130,000 deliveries in two years and five models achieving local mass production, BYD has firmly occupied the mainstream position in the Thailand new energy market by relying on the local production model and hybrid products tailored to regional travel needs. Relying on mature overseas manufacturing bases and a complete product layout, the brand will continue to launch new models in the future, continue to dig deep into the ASEAN market, use Thailand as a fulcrum to radiate the entire Southeast Asia, continuously improve the overseas influence of Chinese new energy vehicle brands, and provide reliable solutions for green transportation transformation in the Southeast Asia region.

BYD secara rasmi mengedarkan data pasaran luar negara terkini, pada 12 Julai kuantiti penghantaran kumulatif kenderaan elektrik baharu jenama ini di pasaran Thailand secara rasmi melepasi 130,000 unit, bertepatan dengan ulang tahun kedua pengeluaran kilang kereta lengkap BYD di Thailand. Di lokasi acara, pelancaran rantau untuk model baharu BYD SEALION 5 DM-i juga berjaya diselesaikan. Dengan pencapaian tonggak jualan dan penampilan kereta baharu, ini mengesahkan pengumpulan mendalam jenama ini di pasaran Asia Tenggara. Pada majlis penghantaran luar talian hari itu, model kenderaan elektrik ke-130,000 yang bermakna kenangan ini merupakan SEALION 5 DM-i yang baru sahaja dilancarkan. Kenderaan tersebut diserahkan kepada pelakon filem dan televisyen terkenal Thailand, Usa Senkham, yang dikenali oleh penduduk tempatan kerana watak Nenek dalam filem "Cinta untuk Nenek". Memilih pelakon tempatan popular sebagai pemilik tonggak berjaya berkesan mengurangkan jarak antara jenama dan pengguna biasa tempatan, seterusnya membentuk imej jenama yang sesuai dengan kehidupan tempatan Thailand.

Kilang BYD Thailand dipilih di Kawasan Perindustrian WHA, Rayong, yang juga merupakan tapak pengeluaran kenderaan penumpang luar negara pertama jenama ini di peringkat global. Perancangan dan reka bentuk kilang merancang kapasiti pengeluaran tahunan 150,000 unit. Sejak pengeluaran bermula, kilang telah memajukan proses pembuatan tempatan kereta lengkap dengan stabil. Kini telah dicapai pengeluaran tempatan bagi lima model utama, dengan matriks produk merangkumi kereta elektrik kecil, SUV elektrik bandar, dan beberapa SUV campuran rumah tangga, masing-masing DOLPHIN, ATTO 3, SEAL 5 DM-i, SEALION 5 DM-i, SEALION 6 DM-i, merangkumi keperluan pengangkutan utama pasaran Thailand dan pengangkutan keluarga multiorang. Kelima-lima model pengeluaran tempatan ini berjaya mendapat pengiktirafan MiT Pembuatan Thailand yang dianugerahkan oleh Persekutuan Perindustrian Thailand (FTI). Pengiktirafan ini merupakan kualiti penting bagi model kenderaan baharu tempatan untuk menikmati subsidi pembelian kereta dan potongan cukai, serentak menunjukkan bahawa proses pembuatan kenderaan lengkap dan piawaian komponen sepadan sepenuhnya dengan norma industri tempatan Thailand, dapat mengawal harga terminal dengan berkesan, meningkatkan daya saing produk di pasaran tempatan.

Menyusuri perkembangan kilang selama dua tahun, prestasi penjualan BYD di Thailand berkembang dengan sangat pantas. Pada November 2025, kilang telah menyiapkan penghantaran ke-70,000 unit kereta lengkap, model yang diserahkan ialah SEALION 6, pemiliknya merupakan pekerja tempatan yang cemerlang di kilang, Pattaraporn. Selepas hanya lapan bulan, jumlah penghantaran kumulatif pasaran meningkat dari 70,000 unit ke 130,000 unit, penambahan penghantaran 60,000 unit, secara jelas menunjukkan penerimaan pengguna Thailand terhadap model kenderaan baharu semakin meningkat. Kawasan Asia Tenggara, taburan infrastruktur pengecasan bandar tidak sekata, model elektrik tulen mudah menghadapi masalah pengisian tenaga semasa perjalanan jauh, sistem DM-i hibrid super matang BYD tepat menyelesaikan masalah utama ini, perjalanan dekat bergantung pada mod elektrik untuk mengurangkan kos penggunaan, perjalanan jauh boleh bergantung pada sistem bahan api untuk menghapuskan kebimbangan jarak, teknologi kuasa yang disesuaikan dengan senario perjalanan kawasan ini, ialah faktor teras terus popularnya SUV hibrid di bawah naungan.

Di luar peningkatan kapasiti dan penjualan, kilang BYD Thailand terus memacu pembinaan rantaian industri dan tempatanisasi bakat. Selama dua tahun pengeluaran, kilang telah mencipta banyak peluang pekerjaan untuk tempatan, pekerja tempatan Thai di peringkat asas dan teknikal melebihi 90 peratus, serentak terus meningkatkan nisbah pembelian komponen tempatan, memacu pembangunan industri sokongan suku kereta tempatan Thailand serentak, membantu tempatan melengkapkan sistem industri hulu ke hilir kenderaan baharu. Pelancaran rasmi SEALION 5 DM-i kali ini, seterusnya melengkapkan garis produk SUV hibrid kompak jenama, boleh bersaing secara langsung dengan model bahan api dan hibrid utama tempatan, memperkayakan pilihan pembelian kenderaan baharu bagi pengguna Thailand.

Dari pemeteraan tapak pengeluaran kereta lengkap luar negara yang pertama, sehingga dua tahun penghantaran melepasi 130,000 unit, lima model mencapai pengeluaran tempatan, BYD dengan pakatan model pengeluaran tempatan, produk hibrid yang sesuai dengan keperluan perjalanan kawasan, dengan teguh menduduki kedudukan utama pasaran kenderaan baharu Thailand. Berlandaskan tapak pengeluaran luar negara yang matang dan susun atur produk yang lengkap, jenama seterusnya akan terus melancarkan model baharu, terus menanam dalam pasaran ASEAN, dengan Thailand sebagai titik sokongan merentas seluruh Asia Tenggara, sentiasa meningkatkan pengaruh luar negara jenama kenderaan baharu China, menyediakan solusi boleh dipercayai untuk transformasi pengangkutan hijau di kawasan Asia Tenggara.

July 8, BYD's 17 millionth new energy vehicle rolled off the line at the Xi'an factory. From 16 million to 17 million, it took less than 3 months. Average daily production exceeds 12,000 units.

17 million units, what concept is this? Over a century of global automotive history, no new energy vehicle manufacturer has ever reached this scale. More crucially, from the first million taking 13 years to now adding another million in just over 80 days—this acceleration curve is truly staggering. This is not just a leap in production and sales data, but also creates a new benchmark for the development of the global new energy industry.

Many think BYD just rode the wave of new energy policy benefits. But can policy benefits explain the production ramp-up of a million units in three months? Can it explain the overseas growth rate of 789,000 units in half a year, up 68% year-on-year? Can it explain a Chinese carmaker beginning to export technical standards to the globe?

Obviously not.

What truly supports this number of 17 million units are three core capabilities that are hard for others to replicate.

First: Full-stack independent research, from "being bottlenecked" to "holding in hand"

BYD's technology route has never been single-point breakthroughs, but rather full-stack independent research.

In March 2026, the second-generation Blade Battery and Flash Charging technology were released. Fully charged in 5 minutes at room temperature, 9 minutes full, plus only 3 minutes at minus 30 degrees — overcoming the "slow charging" and "cold weather charging difficulty" two major global problems in one go.

In May, China's first 4nm process smart driving chip "Xuanji A3" mass-produced, three-chip collaborative computing power exceeds 2,100 TOPS. Same month, BYD took the lead in promising to guarantee city pilot safety for 1 year, all series available with Sky's Eye B Laser version.

From battery, motor, electronic control to chips, smart driving, chassis, BYD achieved full-link independent controllability from upstream lithium mine resources to downstream complete vehicles. Core link independent R&D and production rate exceeds 90%.

Others build cars by assembling supply chains, BYD builds cars from mine to complete vehicle one-stop. Once this system runs smoothly, it is a moat others cannot copy, and also the bottom-line support for BYD pushing the new energy industry to a new height.

Good technology is just a premise. What makes BYD truly amazing is that — these core technologies are not used for "showing off skills". Sky's Eye standard equipment across series, city pilot and smart parking "safety double guarantee", making good technology accessible to everyone. The 17 million units data proves that domestic suppliers already possess global competitiveness in automotive-grade certification, yield control, and cost optimization.

Technology is not used for enshrinement, but for popularization. This is what defining standards should look like.

Second: Vertical integration, from "subject to others" to "self-sufficient"

BYD is not only a complete vehicle manufacturer, but also a vertical integrated supply chain giant. Its subsidiaries such as FinDreams Battery, FinDreams Power, BYD Semiconductor, etc. constitute a complete domestic Tier1 camp.

What is the direct result brought by this model? Core component costs are more than 33% lower than the industry average.

In the early days of global chip shortage and raw material price increase cycles, peers reduced production and stopped work, BYD production capacity was almost unimpacted. When others were bottlenecked by supply chains, BYD quietly built cars. When others were still grabbing chips, BYD had already designed its own chips.

17 million units rolled off the line is not only a victory for the complete vehicle factory, but also a production volume landmark for the domestic supply chain. From second-generation Blade Battery to Sky's Eye smart driving, autonomous controllability and mass production delivery capability of core components have become the industry moat. This fully industry chain autonomous controllability system is itself a new height that the new energy industry can reach.

This model allows cutting-edge technology to quickly trickle down to all series models, no need for high-end cars to exclusively occupy core configurations. Seal 08 sells from 196,900 starting, but equipped with DiSus-A, rear-wheel steering, 905km range, flash charging, smart driving double guarantee — 200,000 RMB car, million-level configuration.

This is not a price war, this is a system war.

Third: Globalization, from "product going overseas" to "standards going overseas"

In the first half of 2026, BYD sold 789,000 units overseas, up 68% year-on-year, overseas sales proportion exceeds 43%. June single month exports 175,300 units, creating a new historic high.

But more noteworthy than sales volume is the layout. Thailand, Brazil factories already mass-produced, Hungary, Indonesia factories to start production in 2026. From Southeast Asia to South America to Europe, a localized manufacturing system covering Asia, Europe, and Africa is taking shape.

More crucially — BYD is simultaneously exporting charging standards. Scale implementation of Flash Charging stations overseas at the end of 2026, from "Flash Charge China" to "Flash Charge Planet". Domestic has already built 7,018 Flash Charging stations, covering 325 cities, end of year target 20,000 stations.

Before it was Chinese cars chasing others' standards. Now it is others considering whether to connect to China's charging standards. This role shift is the most worthy of discussion behind 17 million units.

Final Thoughts

Xi'an is the place where BYD's car building dream started. 2003 first car rolled off the line, 2008 global first plug-in hybrid born, to today 17 millionth new energy vehicle rolls out from here.

17 million units is not just cold production capacity numbers, but also a landmark node for Chinese carmakers turning from policy followers to technology definers. From the depth of technology self-research, to the breadth of vertical integration, to the speed of global layout, BYD used a complete system capability to turn 17 million units from numbers into confidence, pushing the Chinese new energy industry to an unprecedented new height.

This is not only a milestone in production and sales volume, but also a new starting point for a Chinese carmaker to export standards and rules to the globe.

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