On October 19, BYD Executive Vice President Li Ke confirmed in an interview in Belgium: the company bought another 10 car transport ships. The total value of this order exceeds $1 billion, with a single ship price over $100 million, scheduled for delivery between 2029 and 2031. Once all new ships are in place, BYD's own fleet will increase from 8 to 18 ships, with total capacity exceeding 130,000 CEU.

This is not the first time BYD has bought ships. In 2022, the first batch of 8 Ro-Ro ships was initiated, with a total investment of about 5 billion yuan. They were all put into operation in September 2025, including Pioneer 1, Changzhou, Hefei, Shenzhen, etc. Among them, Shenzhen is currently the world's largest car Ro-Ro ship, capable of loading 9,200 standard vehicles.

From 8 ships to 18 ships, from guaranteeing basic capacity to supporting global expansion, the significance of this matter goes far beyond buying a few more ships.

Why is BYD in a rush to buy ships? The direct reason is that the export volume is growing too fast.

In September 2026, BYD's overseas sales reached 180,000 vehicles, a year-on-year increase of 154%, accounting for 39% of the total sales for that month. From January to September, cumulative exports totaled 1.338 million vehicles, a year-on-year increase of 92%. BYD had already raised the annual export target from 1.3 million vehicles to 1.5 million vehicles in March 2026. At this growth rate, relying on rented ships or depending on third-party shipping companies carries too much uncertainty.

Global Ro-Ro ship capacity is already tight. In June 2026, the one-year charter rate for medium-to-large car transport ships had risen to $70,000 per day, a 65% increase from $42,500 at the end of 2025. The daily rent for some 6,500-vehicle-space Ro-Ro ships even reached $80,000. Some institutions estimate that about 1 million Chinese vehicles, due to insufficient Ro-Ro ship capacity, were forced to switch to container ship transport.

High rental costs are one thing, but more crucially, delivery schedules are subject to others' control. Cars are built, but ships are not scheduled, so overseas dealers and users have to wait. For a brand rapidly expanding its overseas market, this waiting cost is higher than the rent itself. Building a self-owned fleet is essentially buying certainty: when to dispatch ships, where to dispatch them, what cars to load, the company decides itself.

Li Ke's timing of confirming this order is also noteworthy. She was interviewed in Belgium, while Europe is one of the markets with the most rapid growth for BYD overseas. The delivery cycle for the new ships is 2029 to 2031, meaning BYD is paving the way for overseas scale three to five years in advance, not an emergency measure, but planning.

Placing the matter of buying ships into the coordinate system of BYD brand development, it marks an identity shift.

In the past, for Chinese automakers going overseas, the core capability was to build a competitive car, then hand it over to shipping companies for transport and local dealers for sale. The carmaker's role was concentrated on the product end, while logistics and channels relied more on external systems. This model was efficient when export volumes were small, but when a brand's annual export scale approaches the two million vehicle level, any uncontrollable link in any link will be magnified.

BYD's choice is to hold the key links in its own hands. The fleet is one step; overseas factories are another step. The Thailand factory is already in production; the Brazil factory went into production in July 2025 with an initial annual capacity of 150,000 vehicles; the Hungary factory plans to launch Phase 1 with 150,000 vehicle capacity in Q2 2026, with annual overseas localization capacity expected to break 500,000 vehicles. Building ships and building factories, one manages flow, the other manages landing, combined they form a complete set of overseas infrastructure.

The most direct value brought by this infrastructure is supply chain resilience. In the first half of 2026, factors such as Red Sea situation, port congestion, capacity tightness, etc., repeatedly disturbed global automotive logistics; whoever has ships has the initiative. BYD's self-built fleet, during capacity shortages, is not subject to rent fluctuations and cabin allocation; after vehicles leave the production line, they can be shipped according to their own rhythm, providing more stable expectations for parts supply and complete vehicle delivery of overseas factories.

Looking deeper, controlling the logistics link also supports brand elevation. BYD is no longer selling low-price cars in Europe; models like Seal, Dolphin, Denza, etc., have entered the core areas of mainstream joint venture brands. High-end brands require higher delivery experience; if cars arrive at the port but cannot be picked up, or wait for ships for months, the damage to brand reputation far exceeds an order. A self-owned fleet makes delivery schedules predictable, which for a Chinese carmaker establishing global brand recognition, the value is hard to measure by freight rate differences.

BYD buying ships, viewed within the big picture of Chinese automotive exports, represents a switch in a stage.

Chinese car exports surpassed Japan to become number one globally in 2023, but prior overseas expansion was mostly product export, relying on cost-performance and product strength. By 2025 and 2026, the overseas sales scale of leading carmakers had become so large that relying solely on third-party logistics and local dealer systems could no longer support it; the core of competition began to extend from the product level to the system level.

SAIC, Chery, Changan, and other carmakers have already placed orders for own transport ships; BYD currently leads by a margin in scale and speed. This race is not a simple arms race; it reflects a common judgment: for Chinese automobiles to truly stand firm in the global market, they cannot just build cars well, but must also transport cars well, deliver well, and serve well.

Ro-Ro ship capacity tightness is a global structural problem, and Chinese automotive export growth rate is far higher than the expansion speed of the global Ro-Ro fleet. Under this supply-demand mismatch, whoever first establishes their own controllable deep-sea transport capability gains an extra layer of safety cushion in overseas expansion. BYD's 18-ship fleet, while not the largest in the global automotive shipping pattern, is already a scaled deep-sea capacity among Chinese carmakers.

More worth attention is the technical choice for new ships. This time, 9,200 CEU LNG powered car transport ships are ordered, adopting a dual-fuel propulsion system. LNG power is significantly superior to traditional fuel in carbon and sulfur oxide emissions. European ports have stricter requirements for ship emissions; choosing LNG power is not just a transport tool upgrade, but also preparing compliance for entering markets with higher environmental standards. Chinese automotive exports have reached today where even emission standards of transport ships begin to enter the scope of consideration; this itself is a footnote to system capability improvement.

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10 ships, $1 billion, delivery schedule arranged to 2031. If this account is calculated only based on freight rates, it is hard to calculate clearly. But if it is placed in the overall picture of BYD's global layout, the logic becomes clear: product export relies on cars, system export relies on ships, factories, and a global network one can control.

Chinese automotive brands' overseas stories over the past few decades mostly stayed at the level of selling cars. BYD buying ships indicates leading players are already thinking about the next step: after cars are sold, how to transport them, how to deliver them to users, how to make the whole link not subject to others. These problems have no shortcuts, only building ship by ship, a port by port.

Direction is correct, the rest is time. And BYD obviously does not plan to let others decide this time.

19 Oktober, Timbalan Ketua Eksekutif BYD, Li Ke mengesahkan satu perkara ketika menerima temuduga di Belgium: Syarikat telah membeli lagi 10 kapal pengangkut automotif. Kos keseluruhan pesanan ini melebihi 1 bilion dolar AS, harga sehelai kapal melebihi 100 juta dolar AS, dijanjikan penghantaran antara tahun 2029 hingga 2031. Selepas semua kapal baru ditempatkan, armada BYD sendiri akan bertambah dari 8 unit kepada 18 unit, kapasiti muatan total melebihi 130,000 CEU.

Ini bukan kali pertama BYD membeli kapal. Kapal Ro-Ro pertama yang dibina pada tahun 2022 sebanyak 8 unit, jumlah pelaburan kira-kira 5 bilion yuan, semuanya beroperasi pada September 2025, termasuk Pioneer 1, Changzhou, Hefei, Shenzhen dan lain-lain, di mana Shenzhen merupakan kapal Ro-Ro automotif terbesar di dunia sekarang, boleh memuatkan 9,200 kenderaan standard.

Dari 8 unit kepada 18 unit, dari memastikan kapasiti asas kepada menyokong pengembangan global, kepentingan perkara ini jauh lebih daripada sekadar membeli beberapa helai kapal tambahan.

Mengapa BYD tergesa-gesa membeli kapal, punca langsungnya ialah jumlah eksport meningkat terlalu cepat.

September 2026, jualan luar negara BYD mencapai 180,000 unit, meningkat 154% berbanding tahun lalu, mewakili 39% jumlah jualan bulan tersebut. Eksport kumulatif dari Januari hingga September sebanyak 1.338 juta unit, meningkat 92% berbanding tahun lalu. BYD pada Mac 2026 telah menaikkan sasaran eksport tahunan daripada 1.3 juta unit kepada 1.5 juta unit. Dengan kadar pertumbuhan ini, bergantung pada menyewa kapal atau bergantung kepada syarikat pelayaran pihak ketiga, ketidakpastian adalah terlalu tinggi.

Kapasiti kapal Ro-Ro di dunia pada asalnya sudah ketat. Jun 2026, kadar sewa kapal pengangkut automotif sederhana dan besar setahun sudah meningkat kepada 70,000 dolar AS sehari, meningkat 65% berbanding 42,500 dolar AS akhir 2025, sewa harian kapal Ro-Ro 6,500 tempat parkir sebahagiannya bahkan mencapai 80,000 dolar AS. Institusi yang ada mendakwa, kira-kira 1 juta unit automotif China terpaksa beralih kepada pengangkutan kapal kontena kerana kapal Ro-Ro tidak cukup.

Sewa kapal mahal adalah satu perkara, lebih penting adalah jadual penghantaran dikawal oleh orang lain. Kereta telah siap, kapal tidak dapat dijadualkan, pengedar luar negara dan pengguna mesti menunggu. Bagi jenama yang sedang mengembangkan pasaran luar negara dengan pantas, kos menunggu ini lebih tinggi daripada sewa itu sendiri. Membina armada sendiri, pada hakikatnya sedang membeli kepastian: bila kapal berlepas, ke mana hantar, apa kereta dimuatkan, menentukan sendiri.

Masa titik masa Li Ke mengesahkan pesanan kali ini juga perlu diperhatikan. Beliau menerima temuduga di Belgium, dan Eropah adalah salah satu pasaran di mana pertumbuhan BYD luar negara paling pesat. Tempoh penghantaran kapal baru adalah 2029 hingga 2031, ini bermakna BYD sedang menyediakan jalan awal untuk skala luar negara tiga hingga lima tahun hadapan, bukan penyelesaian kecemasan, ia perancangan.

Melihat pembelian kapal ini dalam kerangka kerja pembangunan jenama BYD, ia menandakan perubahan identiti sekali gus.

Pada masa lalu, pengeluar automotif China keluar luar negara, keupayaan teras ialah mengeluarkan kereta yang kompetitif, kemudian diserahkan kepada syarikat pelayaran untuk dihantar, diserahkan kepada pengedar tempatan untuk dijual. Peranan pengeluar automotif terpusat pada bahagian produk, logistik dan saluran lebih bergantung pada sistem luar. Model ini cekap apabila jumlah eksport tidak besar, tetapi apabila skala eksport tahunan sebuah jenama mendekati tahap dua juta unit, mana-mana ketidakboleh kawalan dalam sebarang peringkat akan diperbesarkan.

Pilihan BYD ialah memegang sendiri peringkat penting. Armada kapal adalah satu langkah, kilang luar negara adalah langkah lain. Kilang Thailand sudah memulakan pengeluaran, kilang Brazil memulakan pengeluaran Julai 2025, kapasiti pengeluaran awal tahunan 150,000 unit, kilang Hungary merancang memulakan satu fasa kapasiti 150,000 unit Suku Kedua 2026, kapasiti pelokalan luar negara sepanjang tahun dijangka melebihi 500,000 unit. Pembinaan kapal dan kilang, satu uruskan aliran, satu uruskan tempatan, digabungkan menjadi satu set infrastruktur eksport luar negara yang lengkap.

Nilai langsung yang dibawa infrastruktur ini adalah ketahanan rantaian bekalan. Semester pertama 2026, situasi Laut Merah, kemacetan pelabuhan, faktor kapasiti ketat berulang kali mengganggu logistik automotif global, siapa ada kapal dia ada inisiatif. BYD membina armada sendiri, ketika kapasiti kekurangan tidak dikawal oleh fluctuation sewa dan peruntukan ruang kargo, selepas kenderaan keluar kilang boleh dihantar mengikut irama sendiri, bekalan komponen kilang luar negara dan penghantaran kenderaan lengkap mempunyai jangkaan lebih stabil.

Lebih dalam sekali lagi, mengawal rantai logistik juga menyokong peningkatan jenama. BYD di Eropah bukan lagi menjual kereta murah, harga model Seal, Dolphin, Denza dan lain-lain sudah masuk teras jenama patungan utama. Jenama tinggi lebih menuntut pengalaman penghantaran, kereta sampai pelabuhan tetapi tidak boleh ambil, atau tunggu kapal beberapa bulan, kerosakan reputasi jenama jauh lebih daripada satu pesanan. Armada sendiri menjadikan jadual penghantaran boleh jangka, ini untuk pengeluar automotif China yang sedang membina pengenalan jenama global, nilai sukar diukur dengan perbezaan kos penghantaran.

Pembelian kapal BYD ini, dilihat dalam gambaran besar eksport automotif China, mewakili persinggahan fasa.

Eksport automotif China pada 2023 melampaui Jepun menjadi No. 1 dunia, tetapi sebelum ini lebih kepada eksport produk, bergantung pada nilai harga dan kekuatan produk. Sampai 2025, 2026, skala jualan luar negara pengeluar automotif utama sudah besar sehingga semata-mata bergantung logistik pihak ketiga dan sistem pengedar tempatan tidak boleh sokong, teras persaingan mula merebab dari peringkat produk ke peringkat sistem.

Pengeluar automotif seperti SAIC, Chery, Changan sudah menempah kapal pengangkutan sendiri, BYD pada saiz dan kelajuan sekarang memimpin satu kedudukan. Persaingan ini bukan perlombaan senjata mudah, ia mencerminkan penilaian bersama: Automotif China untuk benar-benar berdiri teguh di pasaran global, tidak boleh hanya buat kereta bagus, mesti hantar kereta baik, serahkan kereta baik, layan perkhidmatan baik.

Kapasiti kapal Ro-Ro ketat adalah masalah struktur global, kadar pertumbuhan eksport automotif China jauh lebih tinggi daripada kelajuan pengembangan kapal Ro-Ro global. Dalam ketidakseimbangan permintaan dan penawaran ini, siapa yang pertama membina kapasiti pengangkutan marin jauh sendiri, terkawal, dia ada bantal keselamatan lebih dalam pengembangan luar negara. Armada 18 kapal BYD, dalam pola pelayaran automotif global tidak besar, tetapi dalam pengeluar automotif China sudah menjadi kapasiti pengangkutan marin jauh berskala.

Yang lebih perlu diberi perhatian ialah pilihan teknikal kapal baru. Pesanan kali ini adalah kapal pengangkut automotif tenaga Gas Asli Cecair 9200 CEU, menggunakan sistem propulsi dwi-bahan api. Tenaga LNG dalam pelepasan karbon dan pelepasan oksida sulfur jelas lebih baik daripada bahan api tradisional, pelabuhan Eropah terhadap keperluan pelepasan kapal semakin ketat, memilih tenaga LNG bukan sahaja pengubahsuaian alat pengangkutan, tetapi juga untuk masuk ke pasaran piawaian alam sekitar lebih tinggi membuat persiapan kepatuhan. Eksport automotif China sampai hari ini, malah piawaian pelepasan kapal pengangkutan sudah masuk skop pertimbangan, ini sendiri adalah catatan peningkatan kemampuan sistem.

Ulasan Automotif:

10 kapal, 1 bilion dolar AS, jadual penghantaran sampai tahun 2031. Perhitungan ini jika hanya kira kos penghantaran, sukar dikira jelas. Tetapi jika diletakkan dalam gambaran penuh susunan globalisasi BYD, logik jadi jelas: eksport produk bergantung pada kereta, eksport sistem bergantung pada kapal, bergantung pada kilang, bergantung pada satu rangkaian global yang boleh dikawal sendiri.

Kisah eksport jenama automotif China puluhan tahun lalu, kebanyakan masih pada tahap menjual kereta. BYD membeli kapal menunjukkan, pemain utama sudah memikirkan langkah seterusnya: setelah kereta dijual, bagaimana menghantarkannya, bagaimana menyerahkannya ke tangan pengguna, bagaimana supaya seluruh rantai tidak dikawal orang lain. Masalah ini tiada jalan pintas, hanya boleh bina kapal satu persatu, letakkan pelabuhan satu persatu.

Arah betul, baki masa. Dan BYD jelas tidak berniat membiarkan orang lain menentukan masa ini.

October 16, BYD officially became the 2026 APEC conference official partner, with multiple high-end models from its Denza, Yangwang, Fang Cheng Bao, and Dynasty and Ocean series becoming official designated vehicles. Headquarters in Shenzhen Pingshan, conference held in Shenzhen, "local enterprises serving local grand events" seems natural. But understanding this merely as "home court convenience" will miss the real signal.

APEC Partner is "Chosen", not "Arranged"

APEC official partner is not an identity you can buy with money. Multiple models from Denza, Yangwang, and Fang Cheng Bao collectively passed the audit to become designated vehicles, meaning the products underwent strict inspection regarding quality, safety, comfort, and service support tailored for international conference scenarios.

A more notable structural change is: In the first half of 2026, combined sales of Denza, Fang Cheng Bao, and Yangwang increased by 61% year-on-year, rising to 12.8% of total passenger car sales, with Fang Cheng Bao's average transaction price exceeding 220,000 yuan. BYD brought not just a "cost-effective model", but a complete high-end product line with an average price above 200,000 yuan. From "Being Seen" to "Being Chosen", what separates them is the actual realization of product capability, not geographical distance.

BYD's Overseas Reputation: Switched from "Cheap" to "Mainstream Option"

What best explains the situation is not brand research, but the sales ranking.

February 2026, Chinese electric vehicles topped the local retail sales ranking for the first time in Brazil, BYD's pure electric vehicle market share reached 78%, far surpassing Japanese, Korean, and European and American brands.

In Singapore, BYD's new car sales exceeded Toyota for the first time in 2025, rising to first place.

In the South Korean imported passenger car market, BYD ranked fourth in only one and a half years, surpassing Lexus.

In September 2025, UK single-month sales were 11,271 units, with a year-on-year growth rate of 880%, entering the top ten monthly rankings for the first time.

These markets were previously Toyota and European brands' home court. BYD's entry method was not low-price dumping, but forcing its way in on the pure electric track using product rhythm and localized channels.

The Real Focus of BYD's Export Review: Structure, not Total Volume

2021 exports 15,000 units, 2022 about 50,000, 2023 broke 200,000, 2024 exceeded 500,000, 2025 broke 1 million for the first time reaching 1.046 million — nearly 70-fold growth in five years.

But more critical than total volume is the structural jump in 2026: Overseas sales for the first three quarters were 1.3378 million units, rising from 21% of the same period last year to 43%. Nearly half the cars were sold overseas, the average overseas price per vehicle was about 190,000 yuan, nearly 50% higher than domestic, and overseas revenue share exceeded 50% for the first time.

Even among APEC member economies, Mexico ranked first in exports with 130,500 units in 2025, Brazil followed with 119,900 units, Indonesia 81,000 units, and Thailand has built a factory and entered the top 5 new energy brands.

APEC's 21 economies cover the most important automotive markets in Asia-Pacific. BYD is not "here to exhibit" in these markets, but already selling cars. The remaining cake is not about increasing coverage in a few more countries, but about turning markets already entered from "having sales" to "having share" — Europe's pure electric penetration rate is still only around 20%, most ASEAN and Latin American markets are in the early stage of pure electric introduction, and the window for plug-in hybrid products has just opened.

BYD's Overseas Factory Construction: Eight Countries Eight Factories are a Must-Under-Tariff-Pressure Choice

Whole vehicle exports are hitting a tariff wall: The EU imposes up to 35.3% anti-subsidy tariffs on Chinese EVs, Mexico 50%, Vietnam 35%. Localized manufacturing is not "icing on the cake", it is the ticket to enter mainstream markets.

Overseas passenger car factories already in production include Thailand (production started July 2024), Brazil (production started July 2025), Uzbekistan (CKD started June 2024), Hungary Szeged factory planned for Q4 2026 production, Indonesia Subang factory production started H1 2026, Turkey Manisa factory production end of 2026, Cambodia and Malaysia factories also landing in 2026.

The first phase of eight countries eight factories has a combined capacity exceeding 1 million units, with a planned upper limit exceeding 2 million units. The direction for incremental growth in the next five years is very clear: If overseas reaches 4-5 million units, "relying solely on exports is not enough, it must be achieved through local factory construction". This means after Southeast Asia, Latin America, Central and Eastern Europe, more production nodes will continue to expand according to market demand, but the pace depends on tariff policies and local supply chain maturity, not necessarily faster is better.

Can BYD Surpass Toyota? The five-year slogan is grand, but the gap needs to be acknowledged

Toyota's global sales in 2025 were about 11.32 million units, BYD about 4.6 million units, a gap of 6.72 million units; In the first half of 2026, Toyota 5.39 million units, BYD 1.81 million units, the gap is still close to 3 times.

Li Ke reiterated "Surpass Toyota and Volkswagen within five years" in Singapore in October, Wang Chuanfu has also anchored this goal multiple times since June, emphasizing "not relying on the US market". The direction is no problem — overseas growth rate is far higher than Toyota, and the product iteration pace on the new energy track is also superior.

But erasing nearly three times the volume difference in five years means BYD needs to sell an additional volume of over 1 million units overseas annually, while Toyota will not stay in place. A more realistic path is not "sudden turnaround in a certain year", but first establishing overwhelming advantage on the new energy single track, then gradually approaching the total sales metric.

APEC partner status will not directly shorten this distance, but it did something more fundamental: letting the most purchasing power business people and policymakers in the Asia-Pacific region, when sitting in the rear of a Denza or Yangwang, no longer treat "Chinese cars" as an option that needs to be convinced, but as a default reference system. Switching brand cognition often comes earlier and deeper than chasing sales numbers.

16 Oktober, BYD secara rasmi menjadi rakan kongsi rasmi mesyuarat APEC 2026, pelbagai model premium di bawah syarikat Denza, YangWang, Fang Cheng Bao dan siri Wangchao Ocean menjadi kenderaan rasmi yang ditetapkan. Ibu pejabat di Ping Shan, Shenzhen, mesyuarat diadakan di Shenzhen, “Perkhidmatan tempatan untuk acara tempatan” kelihatan munasabah. Tetapi jika perkara ini difahami semata-mata sebagai “kelebihan tuan rumah”, mesej sebenar akan terlepas pandang.

Rakan Kongsi APEC adalah “dipilih”, bukan “ditarimkan”

Rakan kongsi rasmi APEC bukan status yang boleh dibeli dengan wang. Pelbagai model Denza, YangWang dan Fang Cheng Bao berjaya melalui semakan dan menjadi kenderaan ditetapkan, bermaksud produk telah menerima ujian ketat dari segi kualiti, keselamatan, keselesaan dan perlindungan perkhidmatan untuk skenario mesyuarat antarabangsa.

Perubahan struktur yang lebih menarik perhatian adalah: separuh tahun pertama 2026, jualan gabungan Denza, Fang Cheng Bao dan YangWang meningkat 61% dari tahun sebelumnya, bagian daripada jumlah jualan kenderaan penumpang meningkat kepada 12.8%, harga purata jualan Fang Cheng Bao melebihi 220,000 yuan. BYD tidak hanya membawa satu model “nilai tinggi”, tetapi satu rangkaian produk premium lengkap dengan harga purata melebihi 200,000 yuan. Dari “dilihat” ke “dipilih”, perbezaannya adalah pelaksanaan sebenar daya produk, bukan jarak geografik.

Keenakan Antarabangsa BYD: Telah beralih daripada “murah” ke “pilihan utama”

Bukan kajian jenama yang paling menjelaskan masalah, tetapi carta jualan.

Februari 2026, kenderaan elektrik China di Brazil mencapai puncak carta jualan runcit tempatan buat pertama kali, pangsa pasaran model BYD sepenuhnya elektrik mencecah 78%, jauh melebihi jenama Jepun, Korea, dan Eropah serta Amerika.

Di Singapura, jualan kenderaan baharu 2025, BYD kali pertama melebihi Toyota, mencapai kedudukan pertama.

Pasaran kenderaan penumpang impor Korea, BYD hanya mengambil masa satu setengah tahun untuk menduduki tempat keempat, mengatasi Lexus.

United Kingdom, jualan tunggal September 2025 sebanyak 11,271 kenderaan, pertumbuhan tahun ke tahun 880%, kali pertama masuk dalam 10 besar bulanan.

Pasar ini pada masa lalu merupakan arena utama Toyota dan jenama Eropah, cara BYD masuk bukan melalui penjualan murah, tetapi mendesak masuk melalui irama produk dan saluran tempatan di laluan elektrik sepenuhnya.

Titik Utama Pengiraan Eksport BYD: Struktur, Bukan Jumlah Keseluruhan

Eksport 2021 sebanyak 15,000 kenderaan, 2022 kira-kira 50,000, 2023 pecah 200,000, 2024 melebihi 500,000, 2025 pecah 1 juta buat pertama kali mencapai 1,046,000 — pertumbuhan hampir 70 kali ganda dalam lima tahun.

Tetapi lebih penting daripada jumlah keseluruhan adalah lonjakan struktur pada 2026: jualan luar negara 3 kuartal pertama 1,337,800 kenderaan, peratusan meningkat dari 21% pada tahun lepas kepada 43%. Hampir separuh kenderaan dijual ke luar negara, harga purata kenderaan luar negara kira-kira 190,000 yuan, 50% lebih tinggi daripada domestik, peratusan pendapatan luar negara pertama kali melebihi separuh.

Bahkan dalam ekonomi ahli APEC, Mexico 2025 menduduki tempat pertama eksport dengan 130,500 kenderaan, Brazil 119,900 kenderaan mengikuti, Indonesia 81,000 kenderaan, Thailand telah membina kilang dan memasuki TOP 5 jenama tenaga baharu.

21 ekonomi APEC merangkumi pasaran automobil paling penting di Asia Pasifik, BYD di pasar ini bukan “hanya pameran”, sudah menjual kenderaan. Kek yang tinggal bukan tentang menambah liputan negara, tetapi mengubah pasar yang sudah masuk daripada “ada jualan” kepada “ada bahagian pasaran” — penetrasi elektrik sepenuhnya Eropah masih sekitar 20%, kebanyakan pasar ASEAN dan Amerika Latin berada di awal pengenalan elektrik sepenuhnya, jendela produk hibrid sambung-plug (PHEV) baru sahaja terbuka.

Kilang Luar Negara BYD: 8 Negara 8 Kilang adalah Pilihan Wajib di Bawah Paksaan Tarif

Eksport kenderaan lengkap sedang bertembung dengan tembok tarif: Kesatuan Eropah mengenakan cukai anti-subsidi tertinggi 35.3% untuk kenderaan elektrik China, Mexico 50%, Vietnam 35%. Pengilangan tempatan bukan “hiasan”, tetapi tiket masuk ke pasar utama.

Kilang kenderaan penumpang luar negara yang telah beroperasi termasuk Thailand (beroperasi Julai 2024), Brazil (beroperasi Julai 2025), Uzbekistan (memulai CKD Jun 2024), kilang Szeged Hungary dirancang beroperasi Q4 2026, kilang Subang Indonesia beroperasi separa tahun pertama 2026, kilang Manisa Turki beroperasi akhir 2026, kilang Kemboja dan Malaysia juga akan tiba pada tahun 2026.

8 Negara 8 Kilang Fasa 1 jumlah keupayaan melebihi 1 juta kenderaan, had perancangan melebihi 2 juta kenderaan. Arahan penambahan masa lima tahun hadapan jelas: Jika luar negara mencapai 4 - 5 juta kenderaan, “hanya ekspor tidak mencukupi, mesti dicapai melalui pembinaan kilang tempatan”. Ini bererti selepas Asia Tenggara, Amerika Latin, Eropah Tengah dan Timur, lebih banyak nod keupayaan akan dikembangkan mengikut permintaan pasaran, tetapi kelajuan bergantung pada dasar tarif dan kematangan rantaian bekalan tempatan, bukan semakin laju semakin baik.

Bolehkah BYD Melampaui Toyota? Seruan Lima Tahun Berjiwa, Tetapi Jurang Perlu Dilihat Dengan Jelas

Jualan global Toyota 2025 kira-kira 11.32 juta kenderaan, BYD kira-kira 4.6 juta kenderaan, jurang 6.72 juta kenderaan; Pertama 2026 Toyota 5.39 juta kenderaan, BYD 1.81 juta kenderaan, jurang masih hampir 3 kali ganda.

Li Ke mengulangi semula di Singapura bulan Oktober “Melepasi Toyota dan Volkswagen dalam 5 tahun”, Wang Chuanfu sejak Jun juga kali ini mengikat sasaran ini, dan menekankan “tidak bergantung pada pasar Amerika”. Arah tidak bermasalah — pertumbuhan luar negara jauh lebih tinggi daripada Toyota, irama pengulangan produk pada laluan tenaga baharu juga mengungguli.

Tetapi menghapuskan jurang saiz hampir 3 kali ganda dalam 5 tahun, bermaksud BYD perlu menjual lebih banyak satu juta kenderaan di luar negara setiap tahun, sementara Toyota tidak akan berhenti. Laluan lebih realistik bukan “membaling semula secara tiba-tiba dalam satu tahun tertentu”, tetapi terlebih dahulu mengukuhkan kelebihan mendominasi pada laluan tenaga baharu tunggal, baru secara berperingkat mendekati statistik jumlah jualan.

Status rakan kongsi APEC tidak akan secara langsung mempersingkatkan jarak ini, tetapi ia melakukan sesuatu yang lebih asas: membolehkan golongan bisnes dan pembuat dasar yang mempunyai kuasa membeli paling tinggi di kawasan Asia Pasifik, apabila duduk di kerusi belakang Denza atau YangWang, tidak lagi menganggap “kereta China” sebagai pilihan yang perlu disahkan, tetapi sebagai sistem rujukan default. Perpindahan pengiktirafan jenama, selalunya datang lebih awal dan lebih dalam daripada mengejar angka jualan.

Baru-baru ini, BYD Denza secara rasmi melancarkan Baterai Blade generasi kedua dan teknologi pengecasan pantas di Indonesia. Denza Z9GT dan Denza D9 dikeluarkan serentak, menandakan rangkaian operasi pengecasan pantas luar negara pertama siap dibina. 5 minit untuk mengecas, 9 minit untuk cukup penuh — Janji teknologi dari China ke Jakarta ini menandakan jauh lebih daripada dua model baharu memasuki satu pasaran Asia Tenggara. Ia merupakan pelaksanaan pertama logik strategi lengkap ini di luar negara, dan jenama pertama yang memikul logik ini ialah Denza.

Pengecasan Pantas Eksport, Yang Dijual Adalah Satu Sistem

Parameter utama Baterai Blade generasi kedua telah diketahui industri: Dari 10% hingga 70% hanya 5 minit, hingga 97% hanya 9 minit, kuasa tunggal tiang pengecas pantas mencapai 1500kW. Namun lebih menarik daripada kelajuan pengecasan, ialah cara BYD mengedarkan teknologi ini.

Di Indonesia, langkah pertama rangkaian pengecasan pantas bukan ke stesen pengecas awam, tetapi pertama sekali memasang tiang pengecas pantas di 10 cawangan ejen Denza, dibuka untuk semua orang, awal tahun akhir akan berkembang ke rangkaian awam. Urutan ini sangat penting. Ini bermakna BYD tidak menunggu pengendali pengecasan pihak ketiga menyediakan infrastruktur, malah sendiri membina tiang di tempat jualan kereta. Ketika pengguna masuk ke showroom Denza, pengalaman pengecasan dan keputusan pembelian berlaku dalam ruang fizikal yang sama.

Penstrukturan lebih dalam terletak pada arkitektur teknikal tiang pengecas pantas. Stesen pengecas pantas BYD melengkapkan setiap tiang dengan sistem penyimpanan tenaga, menggunakan mekanisme simpanan-pelepasan tenaga untuk mengubah keperluan kuasa besar serta-merta menjadi beban kuasa rendah stabil pada grid. Reka bentuk ini mengurangkan ketergantungan pada ubah suai grid lokal — di pasaran seperti Indonesia yang infrastrukturnya tidak seragam, ini lebih mudah ditiru berbanding kelajuan pengecasan. Sementara itu, BYD sudah bekerjasama dengan syarikat tenaga antarabangsa seperti Shell, menyelaraskan model menambah tiang pengecas pantas di stesen minyak sedia ada.

Dengan kata lain, rangkaian pengecasan pantas Indonesia bukan sekadar kenyataan infrastruktur pada pelancaran produk, tetapi satu sistem yang disahkan di pasaran domestik China — teknologi, penyimpanan, saluran, model kerjasama — eksport lengkap pertama ke luar negara. Setakat Oktober 2026, BYD telah membina lebih 12,000 stesen pengecas pantas di China, mencakupi 341 bandar, perancangan pembinaan 6,000 stesen pengecas pantas di luar negara juga telah dimulakan. Indonesia ialah ladang ujian pertama sistem ini keluar dari China.

Mengapa Langkah Pertama ialah Denza

BYD tiada kekurangan jenama di bawah naungannya. Rangkaian Dinasti dan Rangkaian Laut mempunyai pangkalan jualan besar di pasaran China, Fang Cheng Bao cepat meningkat dalam pasaran khusus. Namun hak pelancaran rangkaian pengecasan pantas luar negara pertama, diberikan kepada Denza.

Ini berkaitan dengan kedudukan Denza dalam sistem BYD. Denza merupakan titik permulaan strategai premium BYD — pada 2010, BYD dan Daimler bersama-sama mewujudkan Denza, dikhususkan untuk pasaran kenderaan baru premium. Di dalam BYD, slogan Denza ialah Kemewahan Baharu Keselamatan Teknologi, menerusi pasaran kemewahan utama, membentuk pembezaan jelas dengan jenama lain.

Pengecasan pantas ialah teknologi berasaskan pengalaman. Nilainya bukan pada 9 minit dalam spesifikasi, tetapi pada saat pengguna melihat dan mengoperasi sendiri di showroom, menilai semula kekuatan teknikal jenama. Memilih Denza untuk pelancaran, sama seperti memberitahu pasaran dan pengguna: Teknologi ini berkhidmat untuk pengalaman premium, bukannya produk sensitif kos pasaran majoriti. Alokasi hak pelancaran teknikal ini, adalah sebahagian naratif premiumisasi BYD.

Pasaran Indonesia memberi penjelasan dimensi lain. Denza D9 di Indonesia telah mengumpul pangkalan jualan lebih 10,000 unit. Bagi MPV premium, nombor ini bermakna Denza telah membina pengenalan jenama awal dalam kumpulan pengguna premium di Indonesia. Selepas D9 baharu dipasang Baterai Blade generasi kedua, kuasa maksimum meningkat dari 230kW ke 340kW, jarak pemanduan dari 600km ke 730km, peningkatan teknikal di atas asas pengguna sedia ada. Sementara Z9GT memasuki pasaran dengan harga 225 juta Rupiah Indonesia, menyasarkan segmen GT premium secara langsung, memerlukan teknologi pengecasan pantas sebagai anker teknikal status flag.

Indonesia Bukan Sahaja Indonesia

Keluarkan pandangan, kedudukan Indonesia dalam peta global BYD, menjelaskan mengapa stesen pertama pengecasan pantas di sini dipilih.

September 2026, pabrik taman perindustrian pintar di Subang, Jawa Barat, BYD mula beroperasi secara rasmi, luas 126 hektar, kapasiti tahunan dirancang 150,000 unit, empat proses utama: Penempaan, Pengepaman, Pencatupan, Pemasangan Akhir lengkap. Kedudukan pabrik ini bukan sekadar pengeluaran tempatan Indonesia — ia merupakan hab eksport BYD untuk pasaran tangan kanan global, produk akan dihantar ke Malaysia, Singapura, Australia dan negara-negara tangan kanan Afrika.

Ini bermakna nilai rangkaian pengecasan pantas Indonesia bersifat dwiguna. Di tanah air Indonesia, ia melayani jualan jenama Denza dan pengalaman pengguna; pada tahap lebih makro, ia adalah stesen pertama BYD menguji kebolehcerapan model pengecasan plus penyimpanan plus saluran di pasaran tangan kanan. Jika sistem ini berjaya di Indonesia, logik peniruannya ke Malaysia, Singapura, Australia jelas — kereta tangan kanan sama, spesifikasi tiang pengecas sama, strategi pemasangan di cawangan sama.

Pencapaian pasaran BYD di pasaran EV Indonesia telah melepasi 37%, kekal nombor satu industri. Melancarkan rangkaian pengecasan pantas di pasaran yang telah menguasai, risiko terkawal, maksud sampel jelas. Ini ialah laluan menukarkan kelebihan tuan rumah kepada kelebihan sistem, kemudian meniru kelebihan sistem.

Komen Laman Web Auto: Apakah maksud tindakan BYD begini? Dari permukaan, ini gabungan pelancaran teknologi, pengeluaran kereta baharu, dan siap rangkaian pengecasan. Namun melihat ketiga-tiga tindakan bersama, perkara yang BYD buat ialah: Mendefinisikan semula standard pengalaman pengisian tenaga EV di pasaran luar negara. Apabila 5 minit penuh, 9 minit cukup penuh menjadi realiti pengguna Indonesia boleh masuk ke cawangan Denza untuk mengalami sendiri, dari label teknikal pasaran China, BYD mengeksport bukan sekadar satu bateri atau satu kereta, tetapi satu tuntutan lengkap tentang bagaimana EV sepatutnya digunakan.

Langkah pertama diberikan kepada Denza, menjejaki label pelancaran premium pada tuntutan ini. Penetration teknologi dari jenama premium ke bawah, jauh lebih mudah daripada dari jenama majoriti ke atas. Asas pengguna dan pengenalan jenama Denza yang sedia ada di Indonesia, memberi pentas sesuai untuk penampilan pertama teknologi pengecasan pantas.

Kedudukan hab eksport tangan kanan pabrik Indonesia, memberi pentas ini fungsi dwiguna sebagai ruang contoh dan pelancar. Model rangkaian pengecasan pantas yang berjaya di Indonesia, ialah jawapan standard BYD untuk pasaran tangan kanan global. Halaman pertama jawapan ini, menulis nama Denza.

Recently, BYD Denza officially launched the second-generation Blade Battery and Super Charger technology in Indonesia. Denza Z9GT and Denza D9 went on sale simultaneously, and the first overseas fast-charging operation network was announced as completed. Charge fully in 5 minutes, charge to saturation in 9 minutes — this technical promise traveling from China to Jakarta signifies far more than two new cars entering a Southeast Asian market. It marks the first overseas landing of a complete strategic logic, and the first brand carrying this logic is Denza.

Fast Charging Exports, Delivering a Complete System

The core parameters of the second-generation Blade Battery are already well-known in the industry: charging from 10% to 70% takes only 5 minutes, and up to 97% takes only 9 minutes, with a single-gun power of 1500kW for fast-charging piles. But what is more worth paying attention to than charging speed is the overseas expansion method BYD has paired with this technology.

In Indonesia, the first step of the fast-charging network was not to spread to public charging stations, but to deploy fast-charging piles in 10 Denza dealer stores first, open them for public experience to the whole society, and gradually expand to the public network by the end of the year. This order is crucial. It means BYD did not wait for third-party charging operators to complete infrastructure, but built the piles into the car-selling scenarios themselves. When users walk into the Denza showroom, the charging experience and car purchasing decisions happen within the same physical space.

A deeper layout lies in the technical architecture of the fast-charging piles. BYD fast-charging stations equip each pile with an energy storage system, converting instantaneous high-power demand into a stable low-power load on the grid via a charge-storage-discharge mechanism. This design significantly reduces the fast-charging stations' reliance on local grid renovation — in a market like Indonesia with uneven grid infrastructure, this point is more replicable than the charging speed itself. Meanwhile, BYD is already cooperating with international energy companies such as Shell to explore the model of adding fast-charging piles within existing gas stations.

In other words, the Indonesian fast-charging network is not just a infrastructure statement accompanied by a product launch, but the first complete overseas output of a system verified in the Chinese domestic market — technology, energy storage, channels, cooperation models — . As of October 2026, BYD has built more than 12,000 fast-charging stations in China, covering 341 cities, and the construction plan for 6,000 overseas fast-charging stations has also been launched. Indonesia is the first test field for this system to go out of China.

Why is the first step Denza?

There is no shortage of brands under BYD. The Dynasty Network and Ocean Network have a massive sales base in the Chinese market, and Fang Cheng Bao is quickly gaining volume in the personalized market. But the launch rights of the first overseas fast-charging network have been handed to Denza.

This is directly related to Denza's positioning within the BYD system. Denza is the starting point of BYD's high-end strategy — in 2010, BYD and Daimler jointly founded Denza, positioning it for the high-end new energy market. Internally within BYD, Denza's brand proposition is Tech Safety New Luxury, undertaking the mainstream luxury market scale and forming a clear differentiated segmentation from other brands.

Fast charging is an experiential technology. Its value does not lie in the 9 minutes on the spec sheet, but in the moment when users see with their own eyes and operate with their own hands in the showroom, re-evaluating the brand's technical strength. Placing the fast-charging launch on Denza is equivalent to telling the market and consumers: this technology first serves high-end experiences, rather than cost-sensitive products for the mass market. The allocation of this technology launch right is itself part of BYD's high-end narrative.

The Indonesian market provides an explanation from another dimension. Denza D9 has already accumulated a sales base of over 10,000 units in Indonesia. For a high-end MPV, this number means Denza has already established preliminary brand awareness among the high-end consumer group in Indonesia. After the new D9 is equipped with the second-generation Blade Battery, the maximum power increases from 230kW to 340kW, and the range increases from 600km to 730km, which is a technical leap on the existing user base. Meanwhile, Z9GT enters the market with a pricing of 225 million Indonesian Rupiah, directly benchmarking the high-end GT sub-segment, needing fast-charging technology as a technical anchor for flagship identity.

Indonesia is More Than Just Indonesia

Taking a wider view, Indonesia's position in BYD's global map explains why the first stop for fast-charging overseas was chosen here.

In September 2026, BYD's intelligent industrial park factory located in Subang, West Java Province, officially commenced production, covering 126 hectares, with a planned annual capacity of 150,000 units, and all four major processes of stamping, welding, painting, and final assembly are complete. The positioning of this factory goes far beyond local manufacturing in Indonesia — it is an export hub for BYD facing the global right-hand drive market, and products will be shipped to Malaysia, Singapore, Australia, and African right-hand drive countries.

This means the value of the Indonesian fast-charging network has duality. Locally in Indonesia, it serves the sales and user experience of the Denza brand; on a more macro level, it is the first stop for BYD to verify the feasibility of the fast-charging plus energy storage plus channel model in the right-hand drive market. If this system runs smoothly in Indonesia, the logic of replicating it to Malaysia, Singapore, and Australia is clear — the same right-hand drive models, the same fast-charging pile specifications, the same priority deployment strategy for stores.

BYD's market share in the Indonesian electric vehicle market has already broken through 37%, firmly holding the first place in the industry. Launching the fast-charging network first in a market where a market-dominant position has been established has controllable risks and clear sample significance. This is a path that first converts home-field advantage into system advantage, and then replicates the system advantage outward.

Auto Network Commentary: What is the significance of BYD doing this? On the surface, this is a combination of a technology launch plus a new car listing plus the completion of the charging network. But looking at the three actions together, what BYD is doing is: redefining the standard of electric vehicle energy replenishment experience in the overseas market. When the "charge fully in 5 minutes, charge to saturation in 9 minutes" technical tag from the Chinese market becomes a reality that Indonesian consumers can walk into Denza stores to experience personally, BYD is outputting not just a battery or a car, but a complete proposition about how electric vehicles should be used.

Handing the first step to Denza is affixing a high-end launch label to this proposition. Technology permeating downwards from a high-end brand is much easier than climbing upwards from a mass brand. The existing user base and brand awareness of Denza in Indonesia provided a suitable stage for the first appearance of fast-charging technology.

The right-hand drive export hub positioning of the Indonesian factory gives this stage a dual function of both a model room and a launch pad. The model that the fast-charging network runs smoothly in Indonesia is the standard answer for BYD facing the global right-hand drive market. The first page of this answer writes the name of Denza.

In the past few years, looking at Chinese automobiles going global, besides sales volume, factory building, and channels, another change is becoming increasingly obvious: Chinese new energy vehicles are starting to enter more overseas official and police vehicle systems. For automakers, this market values not just brand awareness, but also product reliability, safety, adaptability, and long-term usage costs. Nowadays, BYD vehicles are successively being added overseas, providing a more concrete observation window for the globalization of Chinese new energy vehicles.

From the perspective of overseas markets, BYD currently covers more than 120 countries and regions globally. In the first half of 2026, BYD passenger car and pickup overseas sales approached 790,000 units, an increase of 67.9% year-on-year, achieving good results in multiple markets such as the UK, Brazil, Thailand, etc. Based on this, BYD's new energy official vehicle business is also starting to move from single-point implementation to multiple countries and different usage scenarios.

Uzbekistan is a relatively representative market among them. Previously, the local new energy factory has been put into production, and presidential official vehicles also selected BYD models. Recently, President Shavkat Mirziyoyev of the Republic of Uzbekistan signed a presidential decree to award the BYD team the National Friendship Medal. For a Chinese automotive enterprise, this recognition at the official level is not just brand exposure, it also shows that BYD's long-term operation and localization layout in the local market have entered a deeper stage.

Similar situations are also appearing successively in other countries. Nearly 100 BYD pure electric official vehicles in Pakistan have completed large-scale delivery and entered into use, which is also the first large-scale procurement of new energy official vehicles locally. The Cape Verde government official fleet has fully switched to BYD models, and countries such as Hungary and Austria are also successively incorporating BYD into official vehicle systems such as diplomatic reception.

In terms of police vehicles, BYD's model coverage is also becoming increasingly rich. In September, BYD delivered a batch of Dolphin police cars to the Philippines police, followed by dozens of Destroyer 05s entering the Mexican police force. Previously, BYD also delivered models such as BYD SHARK pickups, Seal, Yuan UP, Seagull, etc. to police in multiple places in Mexico. Products of different sizes and positioning correspond to patrol, duty, and multi-scenario official needs respectively.

The significance of this change lies in the fact that official vehicles and police vehicles are not simply changing the livery of civilian models. In actual use, there are often relatively clear requirements for reliability, safety, space, passability, energy replenishment efficiency, and maintenance costs. BYD has already formed a product matrix ranging from sedans, SUVs to pickups, and therefore can cover more different types of government and police scenarios.

The domestic market is also continuing to expand. According to relevant announcements on the China Government Procurement Network, since the second half of the year, government organs in many places across the country have completed bulk procurement of BYD official vehicles. Previously in the first half of the year, BYD maintained the first place in domestic new energy official vehicle government procurement sales with a market share of over 22%. In the police field, models such as Fang Cheng Bao Titanium 7 have also completed bulk delivery in many places across the country.

If looking at domestic and overseas markets together, BYD's official vehicle business is no longer sporadic procurement of a single model or a single region, but is gradually forming a multi-level layout from domestic government procurement to overseas government reception, to police duty. Behind it relies on product matrix, core technology, and scaled service capabilities.

For a long time in the past, the global official vehicle market, especially high-spec government vehicles, was basically long occupied by traditional joint ventures and overseas brands. Now, with the acceleration of new energy transformation, Chinese brands are starting to enter more and more formal public service scenarios. BYD being successively added overseas also shows that Chinese new energy vehicles going global are further extending from the consumer market to the government and public service sectors.

From ordinary user purchases, to government agency procurement, to police system application, the overseas role of Chinese automotive brands is changing. For BYD, this road ultimately still depends on the product itself to speak, and more and more countries including Chinese new energy models into official and police systems is itself a relatively direct market recognition.

Dalam dua tahun ini, melihat eksport kereta China, selain jualan, pembinaan kilang dan saluran, terdapat perubahan yang semakin jelas, iaitu kenderaan tenaga baharu China mula memasuki lebih banyak sistem kenderaan awam dan polis di luar negara. Bagi syarikat automobil, pasaran jenis ini tidak hanya mengutamakan kesedaran jenama, malah lebih mementingkan kebolehpercayaan, keselamatan, kesesuaian, dan kos penggunaan jangka panjang produk. Kini, BYD secara beransur-ansur dimasukkan ke dalam pasukan perkhidmatan rasmi di luar negara, juga memberi tetingkap pemerhatian yang lebih spesifik mengenai globalisasi kenderaan tenaga baharu China.

Dari segi pasaran luar negara, BYD kini sudah merangkumi lebih 120 negara dan wilayah. Pada setengah pertama 2026, jualan luar negara kenderaan penumpang dan pikap BYD menghampiri 790,000 unit, meningkat 67.9% secara tahunan, dan mencapai prestasi yang baik di pasaran seperti United Kingdom, Brazil, Thailand, dan banyak lagi. Atas asas ini, perniagaan kenderaan awam tenaga baharu BYD mula daripada titik tunggal, secara beransur-ansur meluas ke pelbagai negara dan keadaan penggunaan kenderaan yang berbeza.

Uzbekistan adalah pasaran yang agak mewakili di kalangan ini. Sebelum ini, kilang tenaga baharu tempatan sudah mula beroperasi, dan kenderaan awam istana presiden juga memilih model BYD. Baru-baru ini, Presiden Republik Uzbekistan Shavkat Mirziyoyev menandatangani perintah presiden, mengurniakan Pingat Persahabatan Nasional kepada pasukan BYD. Bagi sebuah syarikat automotif China, pengiktirafan pada peringkat rasmi ini bukan sahaja pendedahan jenama, malah menunjukkan bahawa operasi jangka panjang dan pelan tempatan BYD di pasaran setempat telah memasuki peringkat yang lebih mendalam.

Situasi serupa juga mula muncul di negara lain. Hampir 100 buah kenderaan awam elektrik tulen BYD di Pakistan telah siap disalurkan dan digunakan secara besar-besaran, ini juga kali pertama tempatan membeli belah kenderaan awam tenaga baharu secara besar-besaran. Armada kenderaan awam kerajaan Cape Verde telah bertukar sepenuhnya kepada model BYD, negara-negara seperti Hungary dan Austria juga secara beransur-ansur memasukkan BYD ke dalam sistem kenderaan rasmi seperti menerima tetamu antarabangsa.

Dari segi penggunaan kenderaan polis, model BYD juga semakin pelbagai. Pada September, BYD menghantar satu lot kenderaan polis Lumba Laut kepada polis Filipina, diikuti beberapa puluh unit Pemusnah 05 yang memasuki pasukan polis Mexico. Sebelum ini, BYD juga telah menghantar model pikap BYD SHARK, Singa Laut, Yuan UP, Burung Laut, dll kepada polis di banyak tempat di Mexico, produk dengan saiz dan kedudukan yang berbeza masing-masing menepati keperluan kenderaan awam pelbagai senario untuk rondaan dan tugas polis.

Maksud perubahan ini adalah, kenderaan awam dan polis bukan sekadar menukar pelan kenderaan awam kepada pelan lain. Dalam penggunaan sebenar, selalunya terdapat keperluan yang lebih jelas terhadap kebolehpercayaan, keselamatan, ruang, keupayaan laluan, kecekapan cas, dan kos penyelenggaraan. BYD kini sudah membentuk matriks produk daripada sedan, SUV hingga pikap, oleh itu dapat merangkumi lebih banyak senario pentadbiran dan polis yang berbeza jenis.

Pasaran dalam negara juga terus berkembang. Berdasarkan pengumuman berkaitan Laman Rangsangan Kerajaan China, sejak separuh kedua tahun ini, banyak agensi kerajaan di seluruh negara telah selesai membeli kenderaan awam BYD secara pukal. Sebelum ini pada setengah pertama tahun ini, BYD mengekalkan posisi teratas dalam jualan kenderaan awam tenaga baharu kerajaan dengan lebih 22% bahagian pasaran. Dalam bidang polis, model seperti Fang Cheng Bao Titanium 7 juga telah siap disalurkan secara pukal di banyak tempat di seluruh negara.

Jika pasaran dalam dan luar negara dilihat bersama, perniagaan kenderaan awam BYD bukan lagi pembelian sewenang-wenangnya satu model, satu kawasan, tetapi secara beransur-ansur membentuk susun atur berlapis daripada pembelian kerajaan dalam negara, kepada penerimaan awam luar negara, hingga ke tugas polis. Di sebalik itu bergantung pada matriks produk, teknologi teras, dan keupayaan perkhidmatan berskala.

Untuk jangka masa yang lama lalu, pasaran kenderaan awam global khususnya kenderaan awam bertaraf tinggi, hampir sepenuhnya didominasi oleh jenama gabungan tradisional dan luar negara. Kini dengan pemuliharaan tenaga baharu yang dipercepat, jenama China mula memasuki lebih banyak senario perkhidmatan awam rasmi. BYD yang secara beransur-ansur dimasukkan ke dalam sistem di luar negara juga menunjukkan bahawa eksport kenderaan tenaga baharu China semakin meluas dari pasaran pengguna ke bidang pentadbiran dan perkhidmatan awam.

Dari pembelian pengguna biasa, kepada pembelian institusi kerajaan, hingga ke aplikasi sistem polis, peranan jenama automobil China di luar negara sedang berubah. Bagi BYD, jalan ini akhirnya bergantung pada produk sendiri untuk membuktikan diri, dan semakin banyak negara memasukkan model tenaga baharu China ke dalam sistem awam dan polis, pada dasarnya adalah pengiktirafan pasaran yang agak langsung.

Official vehicle procurement has always been recognized as a notoriously difficult market for the automotive industry to enter.

Every penny spent by the purchaser is fiscal funds; standards are stricter than anyone's: reliability, after-sales service, batch delivery capability. One failure in any area means elimination. Over the past decades, from capital institutions to street police teams, this market has basically been controlled by joint venture and imported fuel brands.

Now, a large crack has been pushed open in the door. BYD is the one pushing the door open.

BYD's 2026 first-half financial report shows, overseas sales of passenger cars and pickups in the first half reached nearly 790,000 units, a year-on-year increase of 67.9%, business covering over 120 countries and regions globally, topping the new energy vehicle brand sales chart in core markets such as the UK, Brazil, and Thailand. On this basic foundation, BYD's new energy official vehicle business is entering a new stage of 'blooming in multiple points' domestically and internationally — overseas benchmarks leading, continuous domestic expansion, this expansion path is becoming increasingly clear.

Let's look at the heaviest recognition first.

Not long ago, President Shavkat Mirziyoyev of the Republic of Uzbekistan signed a presidential decree, awarding the BYD team the National Order of the Republic of Uzbekistan — 'Friendship Order'. This honor is the strongest footnote to BYD's deep cultivation of the Central Asian market, and another high-level endorsement from this Central Asian country after the local new energy factory went into production and the Presidential Official Cars selected BYD models. Chinese new energy vehicles winning trust from overseas government markets through strength, this is a vivid microcosm.

Uzbekistan Official Vehicle Fleet

Uzbekistan's recognition is not an isolated case; BYD's overseas official vehicle layout is infiltrating from benchmark markets to a wider scope.

Nearly 100 orders of BYD pure electric official vehicles in Pakistan have been delivered and put into use on a large scale — this is Pakistan's first large-scale procurement of new energy official vehicles, making it a landmark market for BYD's overseas police vehicle cooperation. The Cape Verde Government Official Vehicle Fleet has fully switched to BYD, Hungary, Austria, and other countries have also successively incorporated BYD models into the official vehicle system such as foreign affairs reception.

Pakistan Police Vehicle Delivery Ceremony

In this professional niche area of police vehicles, the pace of overseas advancement is accelerating.

In September, BYD delivered a batch of Dolphin police vehicles to the Philippine Police, pushing the electrification of Philippine official vehicles forward. Recently, dozens of Destroyer 05 vehicles were also formally added to the Mexican Police Force as police vehicles. As of now, BYD has delivered multiple models including BYD SHARK pickup, Seal, Yuan UP, Seagull to police forces in various places in Mexico, covering diverse duty requirements. The continuous landing in the two countries' markets marks that BYD's new energy police vehicles are moving from single-point demonstration to scaled and normalized application.

Philippines Dolphin Police Vehicle Delivery Scene

Domestically, BYD also firmly holds a top position in new energy official vehicle procurement.

Announcements from the China Government Procurement Network show that since the second half of the year, government agencies in many places across the country have completed bulk procurement of BYD official vehicles. According to public statistics, BYD secured the number one position in domestic new energy official vehicle government procurement sales for the first half of the year with a market share of over 22%, this bulk procurement in multiple places counts as another affirmation from the domestic government market.

Why is official vehicle electrification accelerating? Policy is driving it clearly: According to the Ministry of Finance's deployment, for new energy vehicles that can meet actual usage needs, the proportion of new energy vehicles in the total annual official vehicle procurement is in principle not lower than 30%; for vehicles used in routes with fixed routes such as confidential communication, mainly driving in urban areas, the proportion is in principle 100% procurement of new energy. The policy has opened a door, whether to catch it depends on the car company's own products.

In the field of police vehicles, Fangchengbao Titanium 7 and other police vehicles have completed bulk delivery in many places across the country. BYD has built a full-category product matrix covering sedans, SUVs to pickups, which can comprehensively adapt to diverse police scenarios such as public security patrol, traffic police enforcement, emergency response, etc., aiding the electrification upgrade of police travel.

Fangchengbao Titanium 7 Public Security Police Vehicle Queue

Let's say a few practical words at the end.

The logic of official vehicle orders is not the same as buying for personal use. Government procurement looks at total lifecycle costs, after-sales networks, and bulk delivery capabilities. When choosing a personal vehicle, you don't have to follow the official fleet. Don't just blindly rush because the police are using something.

Additionally, 'Friendship Order' honors recognize the contribution of the enterprise to cultivating local industries, and cannot be directly converted into product strength. When it really comes to spending money, still return to your own ledger: budget, scenarios, charging conditions, verify item by item.

But the trend is clearly visible. Official vehicles are a high-end track for measuring the comprehensive strength of automobile brands. From being monopolized by joint venture brands to becoming China's option for global government electrification, BYD is writing a new footnote of Chinese manufacturing with technological hard power and brand credibility, pushing the global government layout of Chinese new energy vehicles one step further forward.

In the first half of 2026, BYD's overseas performance report set records again: overseas sales of passenger cars and pickups reached nearly 790,000 units, a year-on-year increase of 67.9%. Business coverage spans over 120 countries and regions, topping new energy vehicle brand sales in core markets such as the UK, Brazil, and Thailand.

Building on a strong global foundation, BYD's new energy government vehicle business is entering a new stage of "blossoming at multiple points" both domestically and internationally, with overseas benchmarks leading and domestic capacity continuing to expand.

In the overseas market, national-level recognition landed first. Shavkat Mirziyoyev, President of the Republic of Uzbekistan, signed a presidential decree awarding the BYD team the national-level medal "Friendship Medal".

This is another high-level endorsement given by the Uzbek side to BYD following the commissioning of the local new energy factory and the selection of BYD models for government vehicles at the Presidential Office, and has become a vivid footnote on Chinese new energy vehicles winning trust in the overseas government market with their strength.

The breakthrough in Uzbekistan is not an isolated case. BYD's overseas government vehicle layout is penetrating from benchmark markets to a wider scope. Nearly 100 BYD pure electric government vehicle orders in Pakistan have been delivered and put into use on a large scale. This is Pakistan's first large-scale procurement of new energy government vehicles, also marking the country as a benchmark market for BYD's overseas police vehicle cooperation.

At the same time, the government fleet of Cape Verde has fully switched to BYD. Hungary, Austria, and other countries have also successively included BYD models in official vehicle systems such as diplomatic reception.

In the professional sector of police vehicles, BYD's overseas layout is further accelerating.

In September, BYD delivered a batch of Dolphin police cars to the Philippines Police; recently, dozens of Destroyer 05s officially joined the Mexican police force. So far, BYD has delivered multiple models including BYD SHARK pickups, Seal, Yuan UP, and Seagull to various local police departments in Mexico, covering diverse duty requirements. The continuous landing in these two markets means that BYD's new energy police vehicles are moving from single-point demonstration to scaled and normalized application.

In the domestic market, BYD also firmly holds the top position in new energy government vehicle procurement. Announcements from the China Government Procurement Network show that since the second half of the year, government agencies in many places across the country have completed bulk procurement of BYD government vehicles. Following securing the first place in domestic new energy government vehicle government procurement sales with a market share of over 22% in the first half of the year, the domestic government market has given positive affirmation again. In the police vehicle field, police vehicles such as Fang Cheng Bao Titanium 7 have also completed bulk delivery in many places across the country.

Currently, BYD has built a full-category product matrix covering sedans, SUVs to pickups, which can fully adapt to diverse police scenarios such as security patrol, traffic law enforcement, and emergency response, helping to promote the electrification upgrade of police mobility.

The government vehicle track once dominated by joint venture brands is seeing more and more "Chinese faces". From national-level recognition overseas to bulk procurement by police forces in multiple countries, from leading government procurement share domestically to the landing of full-category matrices, BYD is accelerating the global government layout of Chinese new energy vehicles with its hard technical strength and brand credibility, and is also writing a new footnote for "Chinese Smart Manufacturing".

Urusan kereta rasmi ini, telah menjadi pintu yang diakui sukar dimasuki dalam kalangan industri automotif.

Setiap sen yang dibelanjakan oleh pembeli adalah dana fiskal, piawai ditetapkan lebih ketat daripada mana-mana pihak: kebolehpercayaan, servis selepas jualan, keupayaan hantaran pukal, mana-mana aspek tidak sesuai bermaksud penyingkiran. Selama beberapa dekad lalu, dari agensi ibu kota hingga pasukan polis di jalan, pasaran ini dikawal oleh jenama gabungan dan import bahan api.

Kini, pintu telah dibuka selebar-lebarnya. Orang yang membuka pintu itu, ialah BYD.

Laporan kewangan BYD separuh tahun 2026 menunjukkan, jualan luar negara kereta penumpang dan pikap mencapai hampir 790,000 unit pada separuh tahun tersebut, meningkat 67.9% secara selaras tahun, perniagaan meliputi lebih 120 negara dan wilayah di seluruh dunia, menempah kemenangan teratas jenama kereta baharu dalam pasaran teras seperti United Kingdom, Brazil, Thailand. Di atas asas ini, perniagaan kereta rasmi baharu BYD sedang memasuki fasa baharu "berbunga di banyak titik" domestik dan luar negara -- pemimpin piawai luar negara, pengembangan berterusan domestik, laluan pengembangan ini semakin jelas.

Lihat dahulu pengiktirafan yang paling berat.

Baru-baru ini, Presiden Republik Uzbekistan Shavkat Mirziyoyev menandatangani perintah presiden, menganugerahkan pasukan BYD Pingat Kebangsaan Republik Uzbekistan -- "Pingat Persahabatan". Anugerah istimewa ini adalah catatan paling kukuh BYD menggali pasaran Asia Tengah, juga sokongan peringkat tinggi seterusnya dari negara Asia Tengah ini selepas kilang kereta baharu dihidupkan dan model BYD dipilih untuk kereta rasmi Istana Presiden. Kereta baharu Cina membuktikan kekuatan untuk memenangi kepercayaan pasaran pentadbiran luar negara, ini adalah cerminan yang hidup.

Armada Kereta Rasmi Uzbekistan

Pengiktirafan Uzbekistan bukan kes tunggal, strategi kereta rasmi luar negara BYD sedang merambat dari pasaran piawai ke ruang yang lebih luas.

Pesanan hampir seratus unit kereta rasmi sepenuhnya elektrik BYD di Pakistan, telah dibekalkan secara besar-besaran dan digunakan -- ini adalah pembelian besar-besaran pertama kereta rasmi baharu di Pakistan, dan menjadikannya pasaran berpenanda aras untuk kerjasama kenderaan polis luar negara BYD. Armada kereta rasmi kerajaan Cape Verde telah diganti sepenuhnya dengan BYD, Hungary, Austria dan negara lain juga telah memasukkan model BYD ke dalam sistem penggunaan rasmi seperti接待 rasmi luar negara.

Majlis Penyerahan Polis Pakistan

Bidang khusus penggunaan polis ini, kelajuan pembangunan di luar negara masih dipercepatkan.

September, BYD menyerahkan kepada polis Filipina satu batch polis Lumba-lumba, mendorong penghijrahan elektrik kereta rasmi Filipina ke hadapan. Baru-baru ini, puluhan unit Pembinasa 05 juga masuk secara rasmi ke senarai pasukan polis Mexico. Setakat ini, BYD telah menyerahkan kepada polis di pelbagai wilayah Mexico pikap BYD SHARK, Singa Laut, Yuan UP, Burung Laut dan pelbagai model lain, menampung pelbagai keperluan tugas. Pelaksanaan berturut-turut di kedua-dua pasaran ini menandakan perniagaan kenderaan polis baharu BYD sedang bergerak dari demonstrasi titik tunggal ke aplikasi berskala besar dan berterusan.

Lokasi Penyerahan Polis Lumba-lumba Filipina

Di dalam negara, BYD juga sama-sama berada di kedudukan teratas dalam pembelian kereta rasmi baharu.

Pengumuman Laman Web Perolehan Kerajaan China menunjukkan, sejak separuh tahun kedua, pelbagai agensi kerajaan di seluruh negara telah menyiapkan pembelian pukal kereta rasmi BYD. Mengikut statistik terbuka, separuh tahun pertama BYD dengan lebih 22% bahagian pasaran memperkukuh tempat pertama dalam jualan perolehan kerajaan kereta rasmi baharu, pembelian pukal pelbagai wilayah kali ini dianggap sebagai pengiktirafan seterusnya daripada pasaran pentadbiran domestik.

Mengapa penghijrahan elektrik kereta rasmi semakin pantas? Dasar sedang digerakkan dengan jelas: Mengikut pelan Kementerian Kewangan, kereta baharu yang boleh memenuhi keperluan penggunaan sebenar, peratusan kereta baharu dalam jumlah pembelian kereta rasmi tahunan secara asasnya tidak kurang daripada 30%; kenderaan komunikasi penting seperti ini yang rutenya tetap dan terutamanya di kawasan bandar, secara asasnya pembelian 100% kereta baharu. Dasar telah membuka pintu, bolehkah menerimanya, masih bergantung pada produk syarikat automotif itu sendiri.

Dalam bidang penggunaan polis, kenderaan polis seperti Harimau Persamaan Titanium 7 telah menyiapkan hantaran pukal di pelbagai wilayah negara. BYD telah membina matriks produk pelbagai kategori merangkumi sedan, SUV hingga pikap, boleh menyesuaikan sepenuhnya dengan senario polis pelbagai seperti rondaan keselamatan, penguatkuasaan trafik, tindak balas kecemasan, membantu pengingkatan penghijrahan elektrik perjalanan polis.

Barisan Polis Perhubungan Harimau Persamaan Titanium 7

Penutup, dua perkataan yang jujur.

Logik pesanan kereta rasmi, bukan perkara yang sama dengan membeli kereta rumah. Perolehan kerajaan melihat kos kitar hayat, rangkaian selepas jualan dan keupayaan hantaran pukal, anda memilih kereta rumah tidak perlu mengikuti pasukan polis, jangan terburu-buru memilih berdasarkan apa yang polis gunakan.

Selain itu, "anugerah seperti Pingat Persahabatan" ini, mengakui sumbangan syarikat menggali industri setempat, tidak boleh dikira terus menjadi kekuatan produk. Apabila benar-benar perlu membayar, kembali ke akaun sendiri: bajet, senario, keadaan pengecasan, satu demi satu diperiksa.

Tetapi trend besar dilihat dengan jelas. Kereta rasmi adalah trek bertaraf tinggi untuk mengukur kekuatan komprehensif jenama automotif, dari yang dikuasai jenama gabungan, hingga menjadi pilihan Cina untuk penghijrahan elektrik pentadbiran global, BYD sedang menulis catatan baharu pembuatan pintar Cina dengan kekuatan teknologi keras dan kepercayaan jenama, mendorong pelan pentadbiran global kereta baharu Cina ke hadapan satu langkah besar.

Which domestic cars are truly accepted abroad? For many brands there might be candidates, but my own answer is actually BYD.

BYD sold 4.6 million cars last year, ranking 6th globally, cumulative EV sales of 15 million units, the car manufacturer selling the most EVs worldwide is BYD.

In the UK, Brazil, Thailand, BYD has long been the top seller, even now, BYD has become official fleet vehicles for many countries, such as Pakistan, Cape Verde, Mexico, Philippines. Domestically, BYD has long also been ranked first in new energy vehicle procurement for official use.

So it's not just domestic consumers, foreign consumers also like BYD, Seagull, Yuan, Song, are all BYD models that sell very well. Many people ask me "why support BYD", I say it's still because it has good products at every price point. Seagull, Qin, Song, these price-friendly ones, BYD sells well, the mid-to-high end Denza D9 and Fang Cheng Bao Ti 7 also make a strong presence, D9 sold 100,000 in a year, Ti 7 sold extremely well within a few months of launch.

However, even so, many people online still criticize BYD, what does that prove? Nothing. Essentially, BYD is no different from Tesla, Toyota, or Apple; they are commodities, not currency, it's impossible to please everyone, but that's okay, sales can explain a lot, choices by consumers and the government sector can also explain a lot.

Some brands are hyped to the skies online, but not many are willing to support with real money, BYD's treatment is completely different, I think the only one who might truly defeat BYD is BYD itself.

Kereta buatan tempatan manakah yang benar-benar diterima di luar negara? Banyak jenama mungkin mempunyai pilihan, tetapi jawapan saya sendiri sebenarnya adalah BYD.

BYD menjual 4.6 juta kenderaan tahun lalu, keenam di dunia, jualan kumulatif kenderaan elektrik 15 juta unit, syarikat kereta yang menjual kenderaan elektrik paling banyak di seluruh dunia adalah BYD.

Di United Kingdom, Brazil, Thailand, BYD lama-kelamaan menjadi juara jualan, malah sekarang, BYD telah menjadi kenderaan rasmi banyak negara, seperti Pakistan, Cape Verde, Mexico, Filipina. Di dalam negara, BYD telah lama juga menjadi nombor satu dalam perolehan kenderaan rasmi tenaga baharu.

Oleh itu, bukan sahaja pelanggan tempatan, pelanggan luar negara juga suka BYD, Ombak, Yuan, Song, semua adalah model yang laris di BYD. Ramai bertanya saya "Kenapa perlu menyokong BYD", saya jawab kerana ia mempunyai produk bagus pada setiap julat harga. Ombak, Qin, Song, yang harganya mesra, BYD jual dengan baik, kelas pertengahan-tinggi Denza D9, Fangchengbao Titanium 7 juga menonjol, D9 jualan setahun 100,000, Titanium 7 selepas beberapa bulan keluar pasaran sudah meledak.

Walau bagaimanapun, walaupun sedemikian, masih ramai di internet memaki BYD, adakah ini menunjukkan sesuatu? Tidak menunjukkan apa-apa. Pada asasnya, BYD tiada beza dengan Tesla, Toyota, Apple, mereka adalah produk bukan wang, tidak mampu disukai semua orang, tetapi tiada masalah, jualan boleh menjelaskan banyak perkara, pilihan pengguna dan pasaran kerajaan juga boleh menjelaskan banyak perkara.

Sesetengah jenama dipuji setinggi langit di internet, tetapi tiada ramai yang berbesar hati menyokong dengan wang sebenar, rawatan BYD berbeza sepenuhnya, saya fikir yang boleh mengalahkan BYD, mungkin hanya BYD sendiri.

    As the competition in the global new energy vehicle sector extends from consumer markets to official and public domains, BYD is continuously expanding its influence in the new energy official vehicle track with a posture of "breakthroughs on both domestic and international lines". In the first half of 2026, BYD's overseas passenger car and pickup sales approached 790,000 units, up 67.9% year-on-year, with business covering over 120 countries and regions worldwide, and topping the new energy vehicle brand sales chart in core markets such as the UK, Brazil, and Thailand. Relying on this global baseline, BYD new energy official vehicles have successively entered the overseas roster, forming a clear path of "overseas benchmark leading, domestic continuous expansion".

National Level Recognition Implemented: Uzbekistan "Friendship Medal" Becomes Overseas Benchmark

    Recently, President Mirziyoyev of the Republic of Uzbekistan signed a presidential decree, awarding the "Friendship Medal" to the BYD team. This is another high-level endorsement given by the country's official side to BYD following the production launch of the local new energy factory and the selection of BYD models for official vehicles at the Presidential Office. For Chinese new energy vehicle brands accelerating globalization, this is not only an honor but also means recognition by the overseas government affairs system regarding products, services, and localization contributions.

Mass Replacement of Overseas Government Fleets: From Pakistan to Cape Verde, Hungary, Austria

    Uzbekistan is not an isolated case. Nearly 100 BYD electric official vehicles in Pakistan have been mass-delivered and put into use. This is Pakistan's first large-scale procurement of new energy official vehicles, making the country a milestone market for BYD's overseas police vehicle cooperation. The Cape Verde government official fleet has comprehensively switched to BYD; Hungary, Austria, and other countries have incorporated BYD models into official vehicle systems such as diplomatic reception and police patrols. The layout of overseas official vehicles is penetrating from single-point benchmarks to wider regions.

Police Scene Scaling: Philippines, Mexican Police Forces Equip Successively

    In the professional niche field of police vehicles, BYD's overseas layout is further accelerated. In September, BYD delivered a batch of Dolphin police cars to the Philippines police; recently, dozens of Destroyer 05 entered the Mexican police force as police cars. So far, BYD has delivered multiple models including BYD SHARK pickup, Seal, Yuan UP, Seagull, etc. to police departments in multiple places in Mexico, covering diverse duty needs. Police vehicles often face high-load conditions such as daily patrols, high-speed pursuits, and rough road conditions, which is a comprehensive test of the three-electric system, chassis, and active/passive safety. Relying on professional modification capabilities and mature technology platforms, BYD has verified reliability and durability in actual combat in multiple places, promoting new energy police vehicles from demonstration operations to scaled and normalized application.

Domestic Government Procurement Continues to Lead: Securing Mass Orders in Multiple Places After Exceeding 22% Share

    In the domestic market, BYD also ranks firmly at the top of new energy official vehicle procurement. Announcements from the China Government Procurement Network show that since the second half of the year, government agencies in many places across the country have completed mass procurement of BYD official vehicles. This is another affirmation given by the domestic government affairs market after BYD retained the top sales position in domestic new energy official vehicle government procurement with a market share exceeding 22% in the first half of the year. In the police field, police vehicles such as Fang Cheng Bao Ti 7 have also completed mass delivery in many places across the country. From mass procurement by the capital's agencies to the gradual perfection of multiple police vehicle matrices in many places, BYD's coverage breadth and depth in the domestic government affairs market continue to improve.

All-Scenario, All-Category: Systematic Competitiveness Under Complex Government Affairs Needs

    Vehicle needs for government and public institutions are highly complex, including grand and atmospheric high-specification administrative reception, as well as daily security patrols, and even potentially facing special scenarios such as field emergency rescue. BYD has built a full-category product matrix spanning sedans, SUVs, hard-core off-road vehicles to pickups, and adopts an electric/hybrid dual-line layout, equipped with 2nd Generation Blade Battery and fast-charging technology, DM-i hybrid, and God's Eye assisted driving technology, adaptable to diverse scenarios such as reception, inspection, patrol, law enforcement, and emergency response. From high-end comfortable riding to hard-core professional vehicles, its systematic advantages are rapidly responding to complex government affairs needs.

Global Market Support: From Official Vehicle First Choice to Chinese Cars Recognized Globally

    From being dominated by joint venture brands in the past to becoming an important Chinese option for global government electricization, BYD is accelerating the global government affairs layout on this high-end track that tests the comprehensive strength of automotive brands with hard technology power and brand credibility. BYD has consecutive four years retained the sales champion in domestic new energy vehicles; overseas business covers more than 120 countries and regions worldwide, topping the new energy vehicle brand sales chart in core markets such as the UK, Brazil, and Thailand. The breakthroughs on both domestic and overseas sides of the official vehicle market are not only footnotes to China's intelligent manufacturing strength but also provide a new Chinese solution for global official travel electricization.

    With continuous deepening of overseas benchmark markets and steady release of domestic government procurement orders, BYD new energy official vehicles are driving into the center of the global government vehicle stage with a more complete product matrix and a more mature technology system.

Pada paruh pertama tahun 2026, rekod BYD di luar negara disegarkan semula: jualan luar negara kenderaan penumpang dan pikap hampir 790,000 unit, meningkat 67.9% pada tahun yang sama, perkhidmatan merangkumi lebih daripada 120 negara dan wilayah, menduduki tangga teratas jenama kenderaan elektrik baharu di pasaran utama seperti United Kingdom, Brazil, Thailand.

Di atas asas global yang kukuh, perniagaan kenderaan rasmi elektrik BYD sedang memasuki tahap baharu "berbunga di banyak titik" di dalam dan luar negara, teladan di luar negara memimpin, pengembangan berterusan di dalam negara.

Di pasaran luar negara, pengiktirafan peringkat negara berjaya ditangani terlebih dahulu. Presiden Republik Uzbekistan, Shavkat Mirziyoyev, menandatangani perintah presiden, menganugerahkan medah peringkat negara "Pingat Persahabatan" kepada pasukan BYD.

Ini adalah sokongan paras tinggi yang diberikan kepada BYD oleh pihak Uzbekistan selepas kilang elektrik baharu di situ memulakan pengeluaran dan penggunaan model BYD untuk kenderaan rasmi di istana presiden, sekaligus menjadi catatan hidup bagaimana kenderaan elektrik baharu Tiongkok menang kepercayaan pasaran awam luar negara dengan kekuatan.

Kejayaan di Uzbekistan bukanlah kes tunggal. Penyusunan kenderaan rasmi BYD di luar negara semakin meresap dari pasaran teladan ke kawasan yang lebih luas. Pesanan hampir 100 unit kenderaan rasmi elektrik BYD di Pakistan telah dihantar secara besar-besaran dan digunakan, ini adalah pembelian kenderaan elektrik baharu rasmi skala besar pertama kali di Pakistan, juga menandakan negara itu menjadi pasaran tanda tangan kerjasama kenderaan polis BYD di luar negara.

Pada masa yang sama, armada kenderaan rasmi kerajaan Cape Verde telah bertukar sepenuhnya ke BYD, Hungary, Austria juga secara berturut-turut memasukkan model BYD ke dalam sistem kenderaan rasmi seperti penerimaan antarabangsa.

Dalam bidang khusus kenderaan polis, penyusunan BYD di luar negara semakin dipercepatkan.

Pada September, BYD menghantar beberapa buah polis Lumba-lumba kepada polis Filipina; baru-baru ini, puluhan kenderaan Destroyer 05 rasmi menyertai pasukan polis Mexico. Sehingga kini, BYD telah menghantar model-model termasuk BYD SHARK, Anjing Laut, Yuan UP, Murai kepada polis di pelbagai tempat di Mexico, merangkumi pelbagai keperluan bertugas. Penempatan berturut-turut di pasaran kedua-dua negara bermaksud kenderaan polis elektrik baharu BYD sedang bergerak dari demonstrasi titik tunggal ke penggunaan berskala besar dan biasa.

Di pasaran dalam negara, BYD juga kekal di posisi teratas pembelian kenderaan rasmi elektrik baharu. Pengumuman laman web Perolehan Kerajaan Tiongkok menunjukkan, sejak pertengahan tahun kedua, beberapa buah organisasi kerajaan di seluruh negara telah menyiapkan pembelian kenderaan rasmi BYD secara pukal. Selepas menduduki tangga pertama jualan pembelian kenderaan rasmi elektrik baharu kerajaan Tiongkok sepanjang paruh pertama tahun dengan lebih 22% bahagian pasaran, pasaran awam dalam negara memberikan pengesahan sekali lagi. Dalam bidang kenderaan polis, kenderaan polis Fang Cheng Bao Titanium 7 juga telah menyelesaikan penghantaran pukal di pelbagai tempat di seluruh negara.

Pada masa ini, BYD telah membina matriks produk jenis penuh yang merangkumi sedan, SUV hingga pikap, dapat menyesuaikan diri dengan pelbagai senario polis seperti rondaan keselamatan, penguatkuasaan trafik, kecederaan kecemasan, membantu pengemaskinian elektrifikasi perjalanan polis.

Laluan kenderaan rasmi yang pernah didominasi oleh jenama gabungan sejak lama, kini semakin muncul "wajah Tiongkok". Dari pengiktirafan peringkat negara di luar negara kepada pembelian pukal pelbagai pasukan polis, dari bahagian pasaran pembelian kerajaan dalam negara yang mendahului kepada matriks jenis penuh yang berjaya, BYD sedang mempercepatkan susun atur politik awam kenderaan elektrik baharu Tiongkok di seluruh dunia dengan kekuatan teknologi dan kepercayaan jenama, dan juga menulis catatan baharu untuk "Reka Cipta Tiongkok".

    Semasa persaingan kenderaan hijau baharu dari pasaran pengguna merambah ke domain perkhidmatan awam dan kerajaan, BYD sedang dengan sikap 'pecahan dua hala dalam dan luar negara', terus memperluas pengaruh dalam trek kenderaan awam hijau baharu. Separuh tahun pertama 2026, jualan kenderaan penumpang dan pikap BYD di luar negara hampir 790,000 unit, naik 67.9% berbanding tahun sebelumnya, operasi meliputi lebih 120 negara dan wilayah, dan menjadi juara jualan jenama kenderaan hijau baharu di pasaran teras seperti United Kingdom, Brazil, Thailand. Berlandaskan asas global ini, kenderaan awam hijau BYD secara beransur-ansur dimasukkan ke dalam daftar luar negara, membentuk laluan yang jelas 'pemandu piawai luar negara, pengembangan berterusan dalam negara'.

Pengiktirafan Kebangsaan Berhasil: Pinggan Persahabatan Uzbekistan Menjadi Piawai Luar Negara

    Baru-baru ini, Presiden Republik Uzbekistan, Mirziyoyev, menandatangani perintah presiden, menganugerahkan 'Pinggan Persahabatan' kepada pasukan BYD. Ini adalah sokongan peringkat tinggi lagi daripada pihak rasmi negara itu selepas kilang kenderaan hijau baharu tempatan beroperasi dan kenderaan awam Presiden dipilih model BYD. Bagi jenama kenderaan hijau baharu Cina yang mempercepatkan globalisasi, ini bukan sahaja penghargaan, tetapi juga bermaksud produk, perkhidmatan dan sumbangan tempatan mendapat pengiktirafan dari sistem perkhidmatan awam luar negara.

Penukaran Armada Kerajaan Luar Negara Secara Massal: Dari Pakistan ke Cape Verde, Hungary, Austria

    Uzbekistan bukan satu-satunya kes. Pesanan hampir 100 kenderaan awam elektrik tulen BYD di Pakistan telah diserahkan dan digunakan secara besar-besaran, ini adalah pembelian kenderaan awam hijau baharu secara besar-besaran pertama di Pakistan, dan menjadikan negara itu sebagai pasaran bersejarah untuk kerjasama kenderaan polis BYD di luar negara. Armada awam kerajaan Cape Verde telah sepenuhnya bertukar ke BYD; Hungary, Austria dan negara lain memasukkan model BYD ke dalam sistem kenderaan rasmi seperti perwakilan diplomatik, pengawalan polis. Penempatan kenderaan awam luar negara kini meresap dari titik piawai tunggal ke kawasan yang lebih luas.

Penggunaan Polis Berskala: Polis Filipina, Mexico Mengikut Secara Berturutan

    Dalam bidang khusus penggunaan kenderaan polis ini, pengembangan BYD di luar negara semakin laju. September ini, BYD menghantar serangkaian kenderaan polis Dolphin kepada polis Filipina; beberapa hari kebelakangan ini, puluhan unit Destroyer 05 rasmi menjadi kenderaan polis di polis Mexico. Sehingga kini, BYD telah menghantar pelbagai model seperti BYD SHARK Pick-up, Seal, Yuan UP, Seagull kepada pelbagai pihak polis di Mexico, merangkumi pelbagai keperluan tugas. Penggunaan kenderaan polis sering menghadapi keadaan beban tinggi seperti patroli harian, kejaran berhalaju tinggi, jalan rosak teruk, ini adalah ujian komprehensif terhadap Bateri, Motor dan Kawalan, Chassis serta keselamatan aktif dan pasif. BYD bergantung pada keupayaan pengubahsuaian khusus dan platform teknologi matang, mengesahkan kebolehpercayaan dan ketahanan dalam pelbagai ujian sebenar di banyak tempat, memajukan penggunaan kenderaan polis hijau baharu dari operasi demonstrasi kepada aplikasi berskala dan biasa.

Pemimpin Berterusan Perolehan Kerajaan Dalam Negara: Mendapat Pesanan Massal di Pelbagai Tempat Setelah Saham Lebih 22%

    Pasaran dalam negara, BYD juga teguh kekal di barisan hadapan perolehan kenderaan awam hijau baharu. Laman Perolehan Kerajaan Cina menunjukkan, sejak separuh tahun kedua, banyak agensi kerajaan di seluruh negara telah menyiapkan perolehan kenderaan awam BYD secara besar-besaran. Ini adalah pengiktirafan lagi dari pasaran perkhidmatan awam dalam negara selepas BYD menjadi Juara Perolehan Kenderaan Awam Hijau Baharu Kerajaan dalam negara pada separuh tahun pertama dengan saham pasaran lebih 22%. Dalam bidang polis, kenderaan polis seperti Equation Leopard Titanium 7 juga telah disiapkan penghantaran besar-besaran di banyak tempat di seluruh negara. Dari perolehan besar-besaran agensi ibu negara sehingga lengkap matriks kenderaan polis di banyak tempat, pengkajian BYD dalam pasaran perkhidmatan awam dalam negara terus ditingkatkan dalam luas dan dalam.

Semua Skenario, Semua Kategori: Daya Saing Bersepadu di bawah Keperluan Perkhidmatan Awam yang Kompleks

    Keperluan penggunaan kenderaan agensi kerajaan dan awam sangat kompleks, merangkumi pelantikan pentadbiran berskala tinggi yang megah, juga melibatkan pengawalan harian, bahkan mungkin menghadapi situasi khas seperti bantuan kecemasan di pedalaman. BYD telah membina matriks produk semua kategori merentasi sedan, SUV, off-road tegar hingga pikap, dan menggunakan penempatan dua hala elektrik tulen dan hibrid, dilengkapi Bateri Pisau Generasi Kedua serta teknologi pengisian pantas, DM-i Hibrid, teknologi pemanduan bantuan Mata Dewa, boleh disesuaikan dengan pelbagai skenario seperti pelantikan, pemeriksaan, patroli, pentadbiran undang-undang, tindak balas kecemasan. Dari penumpang selesa tinggi hingga kenderaan profesional hard, kelebihan bersepadunya sedang melaju respons keperluan perkhidmatan awam yang kompleks.

Dukungan Pasaran Global: Dari Pilihan Utama Kenderaan Awam kepada Kereta Cina yang Diiktiraf di Seluruh Dunia

    Dari dahulu yang dipimpin oleh jenama gabungan, kini menjadi pilihan Cina penting untuk elektrifikasi perkhidmatan awam global, BYD sedang mempercepatkan pengembangan perkhidmatan awam global di trek premium ini yang menguji keseluruhan kekuatan jenama kenderaan, dengan kekuatan teknologi keras dan kredibiliti jenama. BYD telah menang juara jualan kenderaan hijau baharu dalam negara selama empat tahun berturut-turut; operasi luar negara meliputi lebih 120 negara dan wilayah, menjadi juara jualan jenama kenderaan hijau baharu di pasaran teras seperti United Kingdom, Brazil, Thailand. Pecahan dua hala dalam dan luar negara di pasaran kenderaan awam, bukan sahaja catatan kekuatan pembuatan pintar Cina, tetapi juga menyediakan rancangan Cina baharu untuk elektrifikasi pengangkutan awam global.

    Seiring pengilangan mendalam di pasaran piawai luar negara berterusan, dan pesanan perolehan kerajaan dalam negara dibebaskan dengan stabil, kenderaan awam hijau baharu BYD kini bergerak ke tengah pentas perkhidmatan awam global dengan matriks produk yang lebih lengkap dan sistem teknologi yang lebih matang.

On October 13, it was reported that the State Administration for Market Regulation recently released 6 recall notices involving multiple enterprises including BYD, BMW, Stellantis, and Jaguar Land Rover, totaling over 190,000 vehicles. Meanwhile, the Ministry of Ecology and Environment also announced an emission recall plan for GAC Honda, while Chery Automobile apologized and launched a recall regarding model issues in the Malaysian market. From braking systems to propeller shafts, the defect types covered in this batch of recalls are quite diverse.

BYD: Brake pedal limiting pad batch anomaly

The largest recall in this batch is by BYD. BYD Auto Co., Ltd. is recalling 58,026 Tang series vehicles produced between March 28, 2015, and December 21, 2018, 77,846 new generation Tang DM series vehicles produced between May 19, 2018, and January 14, 2022, and 7,023 new generation Tang EV series vehicles produced between December 27, 2018, and October 25, 2021; BYD Automobile Co., Ltd. is recalling 40,316 Qin series vehicles produced between June 27, 2014, and June 9, 2019.

The reason for the recall is: due to manufacturing issues in some vehicles, the material batch of the brake pedal limiting pad is abnormal. After long-term use, the limiting pad may crack or break. In extreme cases, the limiting pad may detach, causing the brake light to stay on when the brake pedal is not pressed, sending a wrong signal to vehicles behind. The handling method is free replacement with improved limiting pads; vehicles that have already had improved limiting pads replaced do not need to be replaced again.

BMW: Propeller shaft splines may wear excessively

BMW (China) Automobile Trading Co., Ltd. will recall 4,651 certain imported 5 Series vehicles produced between March 15, 2021, and January 27, 2023, starting from November 1, 2026, 27 certain imported 7 Series vehicles produced between June 21, 2023, and January 9, 2025, and 2,403 certain imported 8 Series vehicles produced between March 15, 2021, and November 25, 2025, totaling 7,081 vehicles.

The defect description is: the longitudinal spline connection between the propeller shaft and the rear axle differential may experience excessive wear on the spline teeth surface after long-term use. In extreme cases, this may lead to spline connection failure, power cannot be effectively transmitted to the rear axle differential, causing rear axle power interruption. The handling method is free inspection of the wear situation, replacing the propeller shaft and/or rear axle differential if necessary, and sealing with special adhesive when reinstalling.

Other batches and overseas recalls

Stellantis (Shanghai) Automobile Co., Ltd. is recalling 979 certain imported Wrangler hybrid vehicles produced between September 5, 2023, and March 26, 2024, and 1,178 certain imported new Grand Cherokee 4xe hybrid vehicles produced between July 19, 2023, and October 9, 2023; additionally, 5,593 certain imported S1000RR motorcycles are being recalled. Jaguar Land Rover (Ningbo) Trading Co., Ltd. is recalling 3 certain imported 2022 model Land Rover Defender plug-in hybrid vehicles produced between May 25, 2021, and July 1, 2021, because the high-voltage battery may experience thermal overload, with a risk of fire in extreme cases.

Regarding emission recalls, GAC Honda Automobile Co., Ltd. will recall 985 certain imported Acura TLX vehicles and 3,410 certain domestic Acura TLX-L vehicles, totaling 4,395 vehicles, starting from November 30, 2026. The reason is that the internal sealing ring of the fuel filler tube may be damaged, leading to loose sealing at the fuel filler tube opening and excessive fuel vapor emissions.

Regarding overseas markets, on the evening of October 11, Chery Automobile Co., Ltd. released an explanation regarding OMODA 5 vehicle issues in Malaysia, stating that the model may have issues with insufficient welding strength at local welding positions of the rear axle longitudinal arm. A recall has been launched for 8,878 affected OMODA 5 vehicles, and apologies were made for the inconvenience caused to users.

Conclusion

The defect types involved in this batch of recalls are quite diverse — brake pedal limiting pads, propeller shaft splines, high-voltage batteries, and fuel filler tube sealing rings — indicating that so-called "defects" are rarely single-link problems. For vehicle owners, there are two practical suggestions: first, pay attention to receiving registered mail or manufacturer Connected Drive messages; the delivery method of recall notifications is usually stated in the announcements; second, you can verify whether your vehicle is within the scope through the State Administration for Market Regulation Recall Center website and the customer service hotlines of each enterprise. Additionally, the dilemma of Chery's Malaysia recall this time is worth pondering — under the same set of manufacturing standards, problems in overseas markets will also backfire on the brand's long-term operations locally. The follow-up handling of such events often tests the enterprise's response capability more than domestic recalls.

On October 7, 2026, BYD Executive Vice President and Head of International Business Li Ke publicly stated at the Singapore Milken Asia Summit that BYD plans to surpass Toyota and Volkswagen within the next five years to become the world's largest automobile manufacturer. This is not a temporary slogan; Chairman Wang Chuanfu of BYD has already clearly outlined the plan to "become the largest car manufacturer by scale within five years" at the shareholder meeting in June 2026. Li Ke subsequently further emphasized that this goal will be achieved solely through organic growth, relying neither on the US market nor driving sales through acquiring car companies.

Looking at the current volume gap, Toyota's global sales in 2025 were approximately 11.32 million units, Volkswagen's about 8.98 million units, and BYD ranked sixth with 4.6 million units. In the first half of 2026, Toyota sold 5.39 million units, while BYD's sales for the same period were 1.81 million. The volume gap is still close to three times. To catch up within five years, BYD needs to add over 1 million units in sales annually, making the challenge extremely difficult. However, growth momentum is the core variable: Among the top 10 global carmakers, Toyota's recent compound annual growth rate was only 0.4%, and Volkswagen even declined by 1.3%, while BYD is the fastest-growing automaker. The industry generally believes it is basically unquestionable that BYD will surpass Stellantis, GM, and Hyundai-Kia within two to three years. It is highly feasible for BYD to surpass Volkswagen to become the second largest globally within five years, and whether it can finally catch up to Toyota depends on the future trajectory of the global market.

BYD has clearly stated it will temporarily not enter the US passenger car market, instead shifting its focus to Europe and emerging markets. Factories in Thailand and Uzbekistan are already in production, the Hungary factory is set for mass production in the fourth quarter, and factories in Brazil and Indonesia are also under construction. In September 2026, BYD's overseas monthly sales reached 179,900 units, a year-on-year surge of 153.9%. Its plug-in hybrid models have surpassed Volkswagen and Ford competitors in the European market. Unlike the positioning of traditional automakers, BYD spans multiple sectors including automobiles, energy storage, batteries, and photovoltaics. This full-industry-chain new energy engineering capability is exactly the core confidence behind its challenge to traditional global giants.

Maklumat pada 13 Oktober, Agensi Pengawalseliaan Pasar Negara baru-baru ini secara berpusat menerbitkan 6 pengumuman tarikan balik, merangkumi pelbagai syarikat seperti BYD, BMW, Stellantis, Jaguar Land Rover, dengan jumlah lebih daripada 190,000 kenderaan. Pada masa yang sama, Kementerian Ekologi dan Alam Sekitar juga mengumumkan pelan tarikan balik pelepasan GAC Honda, manakala Perusahaan Kereta Chery telah meminta maaf dan memulakan tarikan balik berkaitan masalah model untuk pasaran Malaysia. Dari sistem brek hingga ke paksi pemacu, jenis kecacatan yang diliputi oleh tarikan balik batch ini agak pelbagai.

BYD: Masalah Batch Penahan Batasan Pedal Brek

Saiz tarikan balik terbesar dalam batch ini adalah BYD. Syarikat Automotif BYD menarik balik 58,026 kenderaan siri Tang yang dihasilkan dari 28 Mac 2015 hingga 21 Disember 2018; 77,846 kenderaan siri Tang DM generasi baharu yang dihasilkan dari 19 Mei 2018 hingga 14 Januari 2022; 7,023 kenderaan siri Tang EV generasi baharu yang dihasilkan dari 27 Disember 2018 hingga 25 Oktober 2021; Syarikat Automotif BYD menarik balik 40,316 kenderaan siri Qin yang dihasilkan dari 27 Jun 2014 hingga 9 Jun 2019.

Sebab tarikan balik adalah: sesetengah kenderaan disebabkan oleh masalah pembuatan dan pengeluaran, menyebabkan bahan penahan batasan pedal brek mengalami kecacatan batch. Penggunaan jangka panjang mungkin menyebabkan penahan batasan retak atau rosak, dalam keadaan ekstrem penahan batasan boleh terlepas, menyebabkan lampu brek menyala secara tetap apabila pedal brek tidak ditekan, menghantar isyarat yang salah ke belakang. Cara rawatan adalah menukar penahan batasan yang telah ditingkatkan secara percuma; kenderaan yang telah menukar penahan batasan yang telah ditingkatkan sebelum ini tidak perlu menukar sekali lagi.

BMW: Satah Gigi Paksi Pemacu Mungkin Terpakai Berlebihan

Syarikat Dagangan Automotif BMW (China) akan bermula dari 1 November 2026, menarik balik 4,651 kenderaan import Siri 5 yang dihasilkan dari 15 Mac 2021 hingga 27 Januari 2023; 27 kenderaan import Siri 7 yang dihasilkan dari 21 Jun 2023 hingga 9 Januari 2025; 2,403 kenderaan import Siri 8 yang dihasilkan dari 15 Mac 2021 hingga 25 November 2025, jumlah 7,081 kenderaan.

Penerangan kecacatan: Bahagian sambungan splines paksi menegak antara paksi pemacu dan pembeza belakang, selepas penggunaan jangka panjang mungkin mengalami kehausan berlebihan pada permukaan gigi spline, dalam keadaan ekstrem menyebabkan kegagalan sambungan spline, kuasa tidak dapat dihantar dengan berkesan ke pembeza belakang, menyebabkan gangguan kuasa belakang. Cara rawatan adalah memeriksa keadaan kehausan secara percuma, jika perlu menukar paksi pemacu dan/atau pembeza belakang, dan sapu pelekat khas untuk penyegalan semasa dipasang semula.

Batch Lain dan Tarikan Balik Luar Negara

Syarikat Automotif Stellantis (Shanghai) menarik balik 979 kenderaan import hybrid Jeep yang dihasilkan dari 5 September 2023 hingga 26 Mac 2024; serta 1,178 kenderaan import baharu Grand Cherokee 4xe hybrid yang dihasilkan dari 19 Julai 2023 hingga 9 Oktober 2023; Selain itu, 5,593 kenderaan motosikal import jenis S1000RR ditarik balik. Syarikat Perdagangan Jaguar Land Rover (Ningbo) menarik balik 3 kenderaan import SUV Land Rover Defender Plug-in Hybrid model 2022 yang dihasilkan dari 25 Mei 2021 hingga 1 Julai 2021, sebab bateri voltan tinggi mungkin mengalami lindungan haba, dalam keadaan ekstrem terdapat risiko kebakaran.

Dari segi tarikan balik pelepasan, Syarikat Automotif GAC Honda akan bermula dari 30 November 2026, menarik balik 985 kenderaan import Acura TLX dan 3,410 kenderaan domestik Acura TLX-L, jumlah 4,395 kenderaan, sebab paip pengisian bahan api dalaman mungkin rosak, menyebabkan paip pengisian bahan api tidak tertutup rapat, menghasilkan pelepasan stim bahan api berlebihan.

Dari segi pasaran luar negara, pada malam 11 Oktober, Perusahaan Kereta Chery mengedar penjelasan mengenai masalah kenderaan OMODA 5 Malaysia, menyatakan model tersebut mungkin mempunyai masalah di mana kekuatan las pada bahagian lengan paksi belakang adalah tidak mencukupi, telah memulakan tarikan balik bagi 8,878 kenderaan model OMODA 5 yang terjejas, dan meminta maaf atas kesulitan yang diberikan kepada pengguna.

Penutup

Jenis kecacatan yang dilibatkan dalam tarikan balik batch ini sangat tersebar — penahan batasan pedal brek, gigi paksi pemacu, bateri voltan tinggi, cincin penyekat paip pengisian bahan api, menunjukkan bahawa apa yang dipanggil 'kecacatan' jarang merupakan masalah di satu peringkat tunggal. Bagi pemilik kenderaan, terdapat dua cadangan praktikal: Pertama, perhatikan surat berdaftar atau mesej sistem berhubung syarikat, cara pengantaran notifikasi tarikan balik biasanya dinyatakan dalam pengumuman; Kedua, anda boleh mengesahkan sama ada kenderaan anda berada dalam lingkungan melalui laman web Pusat Tarikan Balik Agensi Pengawalseliaan Pasar dan talian khidmat pelanggan syarikat masing-masing. Selain itu, dilema tarikan balik Malaysia oleh Chery kali ini juga patut dipertimbangkan — di bawah satu set piawaian pembuatan yang sama, masalah pasaran luar negara juga boleh menjejaskan operasi jangka panjang jenama di sana, penyelesaian susulan peristiwa sebegini, sering kali lebih menguji keupayaan respons syarikat berbanding tarikan balik domestik.

7 Oktober 2026, Li Ke, Naib Presiden Eksekutif dan Ketua Pengurusan Perniagaan Antarabangsa BYD, menyatakan pendirian secara terbuka pada Sidang Kemuncak Asia Milken di Singapura, BYD merancang untuk melampaui Toyota dan Volkswagen dalam lima tahun akan datang, menjadi pengeluar kereta terbesar di dunia. Ini bukan sekadar slogan sementara, pada Jun tahun ini, Pengerusi BYD, Wang Chuanfu telah menegaskan dalam mesyuarat agung pemegang saham pelan untuk "menjadi pengeluar kereta dengan saiz teratas di dunia dalam lima tahun", Li Ke kemudian turut menekankan, sasaran ini sepenuhnya direalisasikan melalui pertumbuhan dalaman, tidak bergantung pada pasaran Amerika, juga tidak perlu menarik jualan melalui pemerolehan syarikat kereta.

Daripada jurang saiz semasa, pada tahun 2025, jualan global Toyota sekitar 11.32 juta unit, Volkswagen sekitar 8.98 juta unit, BYD dengan 4.60 juta unit menduduki tempat keenam. Semester pertama 2026, Toyota menjual 5.39 juta unit, jualan BYD pada tempoh yang sama 1.81 juta unit, jurang saiz masih hampir tiga kali ganda, jika ingin menyamai dalam lima tahun, BYD perlu menambah jualan tahunan melebihi 1.00 juta unit, cabaran sangat tinggi. Namun momentum pertumbuhan adalah pemboleh ubah utama: dalam 10 pengeluar kereta teratas dunia, Toyota kadar pertumbuhan gabungan tahun-tahun baru-baru ini hanya 0.4%, Volkswagen malah turun 1.3%, BYD pula pengeluar kereta dengan pertumbuhan terpantas, perkiraan umum dalam industri menilai ia akan melampaui Stellantis, General Motors, Hyundai Kia dalam dua hingga tiga tahun adalah tidak meragui, kebolehan untuk mengatasi Volkswagen dan menjadi pengeluar kedua terbesar di dunia dalam lima tahun adalah agak tinggi, pada akhirnya sama ada boleh mengejar Toyota bergantung kepada perkembangan susulan pasaran global.

BYD telah jelas menyatakan untuk sementara tidak memasuki pasaran kereta penumpang Amerika, sebaliknya menumpukan di Eropah dan pasaran baru, kilang di Thailand dan Uzbekistan sudah dihasilkan, kilang di Hungary akan mula pengeluaran massal pada suku keempat, kilang di Brazil, Indonesia juga sedang dibangunkan. September 2026, jualan bulanan BYD di luar negara mencapai 179,900 unit, meningkat 153.9% secara tahunan, model hibrid plug-in di bawahnya di pasaran Eropah telah mengungguli Volkswagen, Ford dan produk setara. Berbeza dengan penjenamaan pengeluar kereta tradisional, BYD merangkumi pelbagai bidang seperti automotif, penyimpanan tenaga, bateri, tenaga suria, keupayaan kejuruteraan tenaga baharu sepanjang rantaian industri ini, adalah keyakinan teras bagi ia mencabar gergasi global tradisional.