Netcar Commentary  A convoy departed from Xi'an, passing through Bozhou, Jingdezhen, Hangzhou, Wuyishan, Quanzhou, and Chaozhou along the way, finally arriving in Shenzhen. Fragrant herbs, porcelain, silk, and tea were written into the route map, and seven flash charging stations, two racetracks, and models from five networks and four brands were also interspersed.

When I first saw this map, my gaze first fell on the road after Shenzhen.

Shenzhen is where BYD started, it is BYD's global headquarters, and also the endpoint of this domestic journey. The convoy will continue to go overseas from here.

In recent years, Chinese car companies have been used to using roll-on/roll-off ships, overseas sales, and new factories to tell the story of going global, and BYD also has enough numbers. But when the convoy runs past highways, cities, mountain roads, and coastal roads, telling the story of China's smart manufacturing setting sail on the new Silk Road overseas, I gradually feel that how the technology in the car works, and how charging follows, might be closer to the daily life of globalization than a departure at the port.

Over twenty years in the automotive field, BYD's impression on the outside world has changed several times. Early on, people remembered its batteries, later people remembered DM-i and Blade Batteries, and in recent years, Yangwang, Fangchengbao, DiPilot, DiSus, Yi Sifang, and Flash Charge have been added.

After the number of terms increased, I also worried they would each talk their own language, until seeing different brands driving along the same route, I realized BYD is organizing the technology accumulated over these years into things that users can feel.

Nineteen Years Ago, BYD Was Already Studying Fast Charging

From 2007 to 2008, BYD participated in research and development projects such as pure electric vehicles and their fast charging systems. In December 2008, F3DM was launched in Shenzhen. This car could charge using a common 220V power source, also supported fast charging at professional charging stations. The announced charging speed at the time was a 50% charge in 10 minutes.

In that era when private new energy vehicle consumption in China was just starting, charging facilities were very scarce. Users had not yet formed the cognition of charging cars, nor had they formed the habit of charging cars.

When F3DM launched, Wang Chuanfu reminded owners on stage not to forget to charge mobile phones before going to sleep, and not to forget to charge the car either. This action which sounds quite ordinary today, even required a car company to teach users back then.

By the end of 2010, F3DM cumulative sales were only 365 units. This number is far from BYD today, but looking back from the current perspective, at that time BYD had already considered batteries, cars, and charging facilities together before the market matured, forming a sharp contrast with the blind follow-the-market car-making of many car companies today.

Eighteen years ago, F3DM already had fast charging capability, but charging facilities were far from mature. This time, the BYD convoy went south along Xi'an Lintong, Bozhou Yingquan, Hefei, Shengzhou, Wuyishan, and coastal highway. Flash charging stations are already distributed in highway service areas and urban business circles, and the number of stations is still increasing.

With the support of the second-generation Blade Battery, BYD's Flash Charge models have shortened charging time to minutes. On highways, city stops, and mountain roads, users can continue on the road with just a brief stop. The charging experience is very close to refueling a fuel vehicle.

When the convoy arrived in Shenzhen, my understanding of BYD's charging system also changed.

In the past, I often regarded batteries as its trump card for making cars. Looking at it again today, BYD has been preparing for charging for many years. And now, the most direct feeling for users is the dozens of minutes saved on the road.

Early research did not immediately bring market. BYD did not stop investment because of this. After F3DM, this thing was continued for nearly twenty years. BYD's credibility when talking about charging technology today also comes from this verifiable long-term investment.

Five Networks, Four Brands Walk on the Same Road

Around 2019, BYD began to adjust automobile sales channels. Since then, Dynasty, Ocean, Denza, Fangchengbao, and Yangwang gradually formed their own product sequences.

But in the process of BYD extending from the mass home market to luxury, ultra-luxury, off-road, and high-performance markets, external doubts have always existed.

Some say, for a brand good at mass manufacturing, entering higher-priced, more refined markets, the lessons to be made up are far more than power and configuration.

The convoy drove from Xi'an to Shenzhen. Cities, highways, mountain roads, and racetracks appeared in sequence. Dynasty and Ocean bear daily and family travel, Denza takes care of long-distance seating and luxury experience, Fangchengbao enters mountain roads and unpaved roads, Yangwang shows four-motor and body control capabilities at the racetrack.

Although there are differences in price and usage among brands and models, every car shares BYD's accumulated new energy vehicle technology and whole vehicle manufacturing capabilities.

On this road from north to south, the convoy passed urban areas, and ran on highways and mountain roads. Enabling DiPilot has become a common action during driving.

After running hundreds of kilometers, the driver can feel the heaviness and lightness of acceleration/deceleration during car following, a judgment once entering/exiting ramps, whether the takeover prompt comes a bit early or late.

A few years ago, when talking about BYD externally, the first thoughts were still batteries and hybrids. High-level assisted driving was rarely ranked at the front. This impression needs to change. Every car following, lane changing, and takeover must give people confidence.

In the past many years, BYD brought heavy-weight technologies to mass production products one after another, and made products in scale. After the formation of Five Networks Four Brands, they showed another capability. That is relying on common R&D and manufacturing foundations to enter multiple market segments and serve users with different needs.

This change is more important than adding a few brand names or models. It means BYD is growing from an automotive enterprise known for technology into an automotive group with clear brand hierarchy and wide market coverage.

From a Three-Person Office in Rotterdam to Rayong Factory

At the end of 1998, Li Ke brought an engineer and a translator to Rotterdam, Netherlands. Wang Chuanfu gave them startup resources: one shipping container of batteries and $30,000, and said, if you can reach break-even, continue. If you lose it all, stop.

Then the three people made calls to find customers during the day, wrapped battery packs together at night, and drove forklifts to deliver goods the next day.

On New Year's Day 1999, BYD's first overseas branch opened for business. At that time, the protagonist of overseas business was still batteries hidden in mobile phones.

More than twenty years later, BYD's own roll-on/roll-off ships began to shuttle between global ports, and Thailand's Rayong factory has already covered stamping, welding, painting, assembly, and parts production.

In July 2024, BYD's 8 millionth new energy vehicle rolled off this factory. Annual capacity about 150,000 units. Compared to shipping a car from Shenzhen, building a factory locally requires handling employees, supply, regulations, services, and consumption habits. Investment is heavier, and more is left behind.

In 2025, BYD's overseas sales exceeded 1 million units for the first time. Entering 2026, the overseas market is still growing rapidly, business has already covered 121 countries and regions.

From walking from the small office in Rotterdam to today, BYD's overseas operation has changed products, scale, and methods. The early approach of being close to customers and entering local markets has not lost its effectiveness.

After the convoy arrives in Shenzhen, it will continue to drive overseas. This reminds me of the three people in Rotterdam back then.

For a Chinese brand going global, the starting point can be a shipping container of batteries, or it can be a ship of new energy vehicles. But finally it must be implemented in the lives of local users.

After sales volume reached one million units, the overseas market BYD faces has become much more complex than before.

More than twenty years ago, BYD needed to make overseas customers know a battery enterprise from China. Today, what it needs to build is global consumer recognition of a Chinese automobile enterprise.

Written at the End

Thousands of years ago, camel caravans and merchant ships followed the Silk Road, transporting fragrant herbs, porcelain, silk, and tea to farther places. The world thereby recognized China's products.

Today, a convoy composed of different brand models of BYD drove from Xi'an to Shenzhen, then went to South Asia. This journey spanning mountains and rivers looked back at the traffic on the ancient Silk Road, and also let technology and vehicles undergo testing on real roads.

Electric vehicles, lithium batteries, and photovoltaic products are called China's Export "New Three Items". They represent another change in China's exports. The three fields involved in "New Three Items", BYD has been laid out for many years.

With whole vehicles accelerating into overseas markets, BYD's technology application, charging facilities, and long-term services will also quickly follow.

From single commodity output to technology, manufacturing, and service capabilities entering overseas markets together. BYD is participating in global traffic and energy transformation with green technology, creating a new business card of China's smart manufacturing belonging to this era.

Ulasan Netcomm  Sebuah rombongan kenderaan bermula dari Xi'an, sepanjang laluan melalui Bozhou, Jingdezhen, Hangzhou, Wuyishan, Quanzhou dan Chaozhou, akhirnya tiba di Shenzhen. Rempah, porselin, sutera dan teh ditulis ke dalam peta laluan, tujuh stesen pengecasan pantas, dua padang lumba dan model lima rangkaian empat jenama turut terselit di antara mereka.

Apabila saya pertama kali melihat gambar ini, pandangan saya jatuh pada jalan selepas Shenzhen.

Shenzhen adalah tempat BYD bermula, ia adalah ibu pejabat global BYD, juga merupakan destinasi terakhir perjalanan domestik ini; rombongan kenderaan akan pergi ke luar negara dari sini.

Beberapa tahun kebelakangan ini, syarikat automotif China telah terbiasa bercerita tentang kapal kargo RoRo, jualan luar negara dan kilang baharu untuk keluar negara; BYD juga mempunyai cukup banyak data. Hanya apabila rombongan kenderaan berlari melalui lebuh raya, bandar, jalan gunung dan jalan pantai pesisir, menceritakan kisah pembuatan pintar China berlayar ke luar di Sutra Baru, saya secara beransur-ansur rasa, bagaimana teknologi dalam kenderaan bekerja, bagaimana pengisian tenaga di luar kenderaan mengikuti, mungkin lebih dekat dengan kehidupan seharian globalisasi daripada sekali berangkat di tepi pelabuhan.

Memasuki bidang automotif lebih dari dua puluh tahun, imej BYD yang ditinggalkan kepada pihak luar telah berubah beberapa kali. Pada masa dahulu ada orang yang ingat baterinya, kemudian ada orang yang ingat DM-i dan Bateri Pisau, beberapa tahun kebelakangan ini ditambah lagi Yangwang, Fang Cheng Bao, Mata Dewa Langit, Yun Nian, Yi Si Fang dan pengecasan pantas.

Selepas istilah semakin banyak, saya juga pernah bimbang mereka akan bercakap sendiri-sendiri, sehingga melihat jenama yang berbeza mengemudi sepanjang garis yang sama, barulah sedar BYD sedang mengemas kini teknologi yang dikumpul sepanjang tahun ini menjadi sesuatu yang boleh dirasai oleh pengguna.

19 tahun lalu, BYD sudah mengkaji pengecasan pantas

Tahun 2007 hingga 2008, BYD mengambil bahagian dalam subjek kajian dan pembangunan sistem kenderaan elektrik tulen dan sistem pengecasan pantasnya. Pada Disember 2008, F3DM dilancarkan di Shenzhen, kereta ini boleh menggunakan kuasa sumber 220 volt biasa untuk dicas, juga menyokong pengecasan pantas di stesen pengecasan profesional, kelajuan pengecasan yang diumumkan ketika itu ialah mengisi 50% kuasa dalam 10 minit.

Pada zaman pengconyuman kenderaan elektrik baharu swasta China baru bermula, peralatan pengecasan sangat jarang, pengguna belum membentuk kesedaran boleh cas kereta, juga belum membentuk kebiasaan untuk cas kereta.

Apabila F3DM dilancarkan, Wang Chuanfu di atas pentas mengingatkan pemilik, jangan lupa untuk cas telefon sebelum tidur, juga jangan lupa untuk cas kereta. Aksi yang terdengar begitu biasa sekarang, pada masa dahulu malah perlu satu syarikat kenderaan mengajar pengguna secara khas.

Hingga akhir tahun 2010, penjualan kumulatif F3DM hanya 365 buah, angka ini sangat jauh dari BYD hari ini, tetapi dari perspektif sekarang melihat semula, BYD pada masa itu pada pasaran yang belum matang sudah menghubungkan bateri, kereta dan peralatan pengecasan dalam pertimbangan, berbeza terang dengan pembuatan kereta yang mengikuti trend secara membuta tuli oleh banyak syarikat kenderaan masa kini.

18 tahun lalu, F3DM sudah mempunyai kemampuan pengecasan pantas, tetapi peralatan pengecasan masih jauh belum matang. Kali ini, rombongan kenderaan BYD sepanjang Xi'an Lintong, Bozhou Yingquan, Hefei, Shengzhou, Wuyishan dan lebuh raya pesisir terus ke selatan, stesen pengecasan pantas sudah diedarkan di kawasan perkhidmatan lebuh raya dan pusat perniagaan bandar, dan bilangan stesen masih bertambah.

Berdampungan dengan Bateri Pisau Generasi Kedua, model edisi pengecasan pantas BYD telah memendekkan masa pengecasan kepada kiraan minit, semasa mengejar perjalanan di lebuh raya, berhenti di bandar dan memandu di jalan gunung, pengguna hanya perlu berhenti sebentar untuk meneruskan jalan, pengalaman pengecasan sangat hampir dengan mengisi minyak kereta bahan api.

Apabila rombongan kenderaan tiba di Shenzhen, pemahaman saya terhadap sistem pengecasan BYD juga telah berubah.

Dulu saya selalu menganggap bateri sebagai kad asnya, kini melihat semula, BYD telah banyak bersedia sekeliling pengecasan, dan sekarang, kesan paling langsung pengguna ialah kurang menunggu beberapa puluh minit di jalan.

Pengkajian awal tidak segera menukar pasaran, BYD juga tidak kerana itu henti pelaburan, selepas F3DM, perkara ini terus dilakukan hampir 20 tahun. Kebolehan percaya BYD ketika ini bercakap teknologi pengecasan, juga datang dari pelaburan jangka panjang yang boleh disahkan ini.

Lima rangkaian empat jenama berjalan di jalan yang sama

Sebelum dan selepas tahun 2019, BYD mula menyesuaikan saluran jualan automotif, selepas itu Dinasti, Samudera, Denza, Fang Cheng Bao dan Yangwang secara beransur-ansur membentuk urutan produk mereka sendiri.

Tetapi dalam proses BYD dari pasaran keluarga大众 ke pasaran mewah, super mewah, off-road dan prestasi tinggi, soal外界的质疑一直存在.

Ada orang kata, satu jenama yang mahir pembuatan skala, masuk ke pasaran harga lebih tinggi, keperluan lebih halus, kursus yang perlu diambil jauh lebih daripada kuasa dan spesifikasi.

Rombongan kenderaan dari Xi'an menuju Shenzhen, bandar, lebuh raya, jalan gunung dan padang lumba muncul satu demi satu di sepanjang jalan, Dinasti dan Samudera memikul perjalanan harian dan keluarga, Denza mengendali perjalanan jauh dan pengalaman mewah, Fang Cheng Bao masuk jalan gunung dan jalan tidak berturap, Yangwang di padang lumba menunjukkan kuasa empat motor dan kemampuan kawasan kereta.

Walaupun setiap jenama, setiap model wujud perbezaan dalam harga dan用途，每一辆车都在共享 BYD积累的新能源汽车技术和整车制造能力.

Dalam jalan dari utara ke selatan ini, rombongan kenderaan melalui kawasan bandar, juga berlari lebuh raya dan jalan gunung, membuka Mata Dewa Langit membantu memandu sudah menjadi aksi biasa dalam memandu.

Beratus kilometer berlari, semasa mengikut kereta penambahan dan pengekangan ringan dan berat, sekali menilai ketika keluar masuk ramp, sama ada tanda pengendalian awal atau lambat, pemandu boleh rasai.

Beberapa tahun lalu, pihak luar menyebut BYD, yang pertama terfikir masih bateri dan hibrid, membantu memandu tahap tinggi jarang排在前面. Imej seperti ini perlu diubah, setiap mengikut kereta, bertukar lorong dan pengendalian mesti membuat orang berasa yakin di hati.

Sebelum ini banyak tahun, BYD satu kali membawa teknologi penting ke produk pengeluaran, dan buat produk sampai skala. Selepas lima rangkaian empat jenama terbentuk, mereka pula tunjukkan kemampuan lain, ialah bergantung asas penyelidikan dan pembuatan yang sama, masuk ke banyak pasaran terspesialisasi, melayani pengguna dengan keperluan berbeza.

Perubahan ini lebih penting daripada sekadar menambah beberapa nama jenama atau lebih banyak model kereta, ia bermaksud BYD sedang dari satu syarikat automotif yang menonjolkan teknologi, berkembang menjadi satu kumpulan automotif dengan lapisan jenama jelas, skup pasaran luas.

Dari pejabat tiga orang di Rotterdam ke Pabrik Rayong

Awal tahun 1998, Li Ke membawa seorang jurutera dan seorang penterjemah ke Rotterdam, Belanda, Wang Chuanfu beri sumber permulaan mereka satu kontena bateri dan 30,000 dolar AS, dan menyatakan, kalau boleh seimbang untung rugi teruskan, rugi habis hentikan.

Seterusnya tiga orang siang hari telefon cari pelanggan, malam bersama bungkus paket bateri, hari esok lagi buka forklift hantar barang.

1 Januari 1999, BYD cabang luar negara pertama buka operasi, masa itu watak utama perniagaan luar negara masih tersembunyi dalam telefon bateri.

Lebih dari 20 tahun kemudian, kapal kargo RoRo sendiri BYD mula berlayar pergi datang pelabuhan global, Pabrik Rayong Thailand juga telah merangkumi pemaduan, kimpalan, pengecatan, pemasangan utama dan pengeluaran komponen.

Julai 2024, kenderaan elektrik baharu ke-8 juta BYD turun talian dari Pabrik ini, kapasiti tahunan sekitar 150,000 buah. Banding dari Shenzhen mengangkut keluar satu kereta, di situ membina Pabrik perlu menangani pekerja, bekalan, undang-undang, servis dan kebiasaan pengguna, pelaburan lebih berat, benda yang tinggal juga lebih banyak.

2025, jualan luar negara BYD pertama kali melebihi 1 juta unit; masuk 2026, pasaran luar negara masih berkembang pesat, perniagaan sudah merangkumi 121 negara dan wilayah.

Dari pejabat kecil Rotterdam berjalan ke hari ini, perniagaan luar negara BYD telah tukar produk, skala dan cara, masa dahulu那种靠近客户、进入当地的做法却没有失去作用.

Rombongan kenderaan tiba di Shenzhen selepas itu masih akan terus ke luar negara berlayar, ini membuat saya teringat tiga orang di Rotterdam dulu.

Satu jenama China keluar negara, titik mula boleh jadi satu kontena bateri, atau boleh jadi satu kenderaan elektrik, tetapi akhirnya semua perlu落实到当地用户的生活里.

Selepas jualan mencapai jutaan unit, pasaran luar negara BYD sudah jauh lebih kompleks daripada sebelum ini.

Lebih 20 tahun dahulu, BYD perlu buat pelanggan luar negara kenal satu syarikat bateri dari China; hari ini, ia perlu bangun ialah pengiktirafan pengguna global terhadap satu syarikat automotif China.

Menulis di akhir

Ribuan tahun dahulu, kafilah unta dan kapal dagangan sepanjang Sutra, bawa rempah, porselin, sutera dan teh ke tempat lebih jauh, dunia juga dari sini kenal hasil bumi China.

Hari ini, rombongan kenderaan yang terdiri dari model jenama BYD yang berbeza dari Xi'an ke Shenzhen, kemudian ke Asia Selatan, perjalanan sejuta mil merentasi gunung dan sungai ini, melihat semula pergerakkan di Sutra Purba, juga buat teknologi dan kenderaan alami ujian jalan sebenar.

Kenderaan elektrik, bateri litium dan produk fotovoltaik dikenali sebagai "Tiga Baharu Utama" eksport China, mereka mewakili perubahan sekali lagi eksport China. Tiga bidang yang terlibat "Tiga Baharu Utama", BYD sudah melanjas bertahun-tahun.

Bersama keseluruhan kereta mempercepat masuk pasaran luar negara, aplikasi teknologi BYD, fasiliti pengecasan dan perkhidmatan jangka panjang juga akan mengikuti pantas.

Dari eksport produk tunggal ke teknologi, pembuatan dan kemampuan perkhidmatan bersama masuk pasaran luar negara, BYD sedang dengan teknologi hijau menyertai globalisasi pengangkutan dan peralihan tenaga, membina satu "Nama Baharu" pembuatan pintar China kepunyaan zaman ini.

August 18, 2026, BYD Malaysia Sdn Bhd (abbreviated as "BYD Malaysia") and Malaysian bus manufacturer Bus Cap Berhad (abbreviated as "Bus Cap") signed an exclusive Memorandum of Understanding (MOU) in Shenzhen. The two parties will focus on local assembly and manufacturing of electric buses as the primary cooperation priority, jointly promoting strategic cooperation on new energy commercial vehicles in Southeast Asia with Malaysia as the base.

Bus Cap is a listed bus manufacturer in Malaysia. Its core subsidiary, SHL Coach, has been rooted in Perak since 1968 and possesses a mature local manufacturing foundation and market understanding. According to the MOU, the two parties plan to carry out cooperation around areas such as product localization, sales models, and after-sales services, and explore establishing electric bus local assembly and manufacturing facilities in Perak. BYD will leverage its leading new energy technologies, comprehensive solutions, and global marketing promotion experience, combined with Bus Cap's local industrial foundation, to lay a solid foundation for the overall development of electric buses in Malaysia.

BYD Group Vice President and General Manager of the 15th Division & Commercial Vehicle Division Luo Zhongliang stated: "This MOU is an important step for BYD Malaysia in evaluating local electric commercial vehicle opportunities. Based on this cooperation, BYD will combine localization needs to promote the R&D and production of various new energy buses, further explore various new energy commercial vehicle solutions, and continue to expand the Southeast Asian market with Malaysia as a fulcrum."

Huang Zongyang, Executive Director of Bus Cap, stated: "This MOU is an important step in Bus Cap's development journey after listing, and will establish a competitive foundation for electric bus assembly, manufacturing, and deployment in Malaysia."

This cooperation aligns with the Malaysia National Energy Transition Roadmap (NETR) and the direction of public transport electrification. The two parties will take this as a starting point to deepen cooperation in the field of new energy commercial vehicles and jointly explore broader Southeast Asian market opportunities.

18 Ogos 2026, BYD Malaysia Sdn. Bhd. (dikenali sebagai "BYD Malaysia") dan pengeluar bas Malaysia Bus Cap Berhad (dikenali sebagai "Bus Cap") di Shenzhen menandatangani Memorandum Persefahaman Eksklusif (MOU), kedua-dua pihak akan memfokuskan kepada penganjakan dan pembuatan tempatan bas elektrik sebagai prioritas kerjasama awal, bersama-sama memacu kerjasama strategik kenderaan perniagaan tenaga baharu di Asia Tenggara dengan pangkalan di Malaysia.

Bus Cap ialah pengeluar bas tersenarai di Malaysia. Anak syarikat utamanya, SHL Coach, telah berpangkalan di Negeri Perak sejak 1968 dan mempunyai asas pembuatan tempatan serta pemahaman pasaran yang mapan. Mengikut MOU, kedua-dua pihak merancang untuk mengadakan kerjasama dalam bidang tempatanisasi produk, model jualan, dan perkhidmatan selepas jualan, serta meneroka kemungkinan mewujudkan fasiliti penganjakan dan pembuatan bas elektrik tempatan di Negeri Perak. BYD akan menggabungkan teknologi tenaga baharu yang terkemuka, penyelesaian komprehensif, dan pengalaman pemasaran global dengan asas perindustrian tempatan Bus Cap, untuk meletakkan asas yang kukuh bagi pembangunan keseluruhan bas elektrik di Malaysia.

Luo Zhongliang, Timbalan Presiden Kumpulan BYD dan Pengurus Besar Bahagian ke-15&Bahagian Kenderaan Perniagaan berkata: "MOU kali ini merupakan langkah penting bagi BYD Malaysia dalam menilai peluang kenderaan perniagaan elektrik tempatan. Atas asas kerjasama ini, BYD akan menggabungkan keperluan tempatanisasi, memacu penyelidikan dan pengeluaran pelbagai jenis bas tenaga baharu, meneroka lebih banyak penyelesaian kenderaan perniagaan tenaga baharu, dan menggunakan Malaysia sebagai asas untuk terus mengembangkan pasaran Asia Tenggara."

Wong Kong Yong, Ahli Lembaga Eksekutif Bus Cap berkata: "MOU ini merupakan langkah penting dalam perkembangan sejarah Bus Cap selepas tersenarai, dan akan membina asas yang kompetitif untuk pemasangan, pembuatan serta pelaksanaan bas elektrik di Malaysia."

Kerjasama ini selaras dengan Peta Jalan Transisi Tenaga Negara (NETR) Malaysia dan arah pembangunan elektrifikasi pengangkutan awam. Kedua-dua pihak akan menjadikan ini sebagai titik permulaan untuk memperdalam kerjasama dalam bidang kenderaan perniagaan tenaga baharu, dan bersama-sama meneroka peluang pasaran Asia Tenggara yang lebih meluas.

Kembalikan masa ke Pelabuhan Quanzhou seribu tahun lalu. Pada masa itu, tiang-tiang kapal bak hutan, pedagang asing berbondong-bondong. Di sisi dok, terdapat porselin Jingdezhen, sutera Hangzhou dan teh Wuyi yang sedia dimuatkan. Ia akan mengikuti angin monsun menuju selatan, menyeberangi Laut Selatan, dan akhirnya tiba di Roma yang berjauhan.

Masa kini tahun 2026, satu kenderaan armada BYD bergerak dari Pasar Barat Dinasti Tang, Xi'an. Mengikut empat jalur budaya seribu tahun: ubat herba Bozhou, porselin Jingdezhen, sutera Hangzhou dan teh Gunung Wuyi menuju ke selatan. Melalui Quanzhou, Chaozhou, akhirnya tiba di Shenzhen untuk melengkapkan upacara eksport.

Porselin, sutera, teh. Ini adalah 'wang keras' perdagangan antarabangsa kita seribu tahun lalu. Kini selepas seribu tahun, kapal Ro-Ro raksasa pelabuhan Shenzhen berlabuh perlahan-lahan. Di dalam geladak, tersusun rapi bukan sutera atau porselin, tetapi ribuan kereta baru elektrik. Destinasinya luar biasa konsisten dengan seribu tahun lalu, tetap Eropah dan Asia Tenggara.

Sesetengah rakan mungkin beranggapan aktiviti 'Perjalanan Seribu Mil Jalur Sutera' oleh BYD ini hanya promosi jenama semata-mata. Tetapi jika digali lebih dalam, ia sebenarnya adalah relai budaya yang merentasi seribu tahun. Mengapa demikian? Mari kita bermula dari laluan perdagangan purba seribu tahun lalu.

Jalur Sutera, Sebuah Wajah Seribu Tahun China

Apabila menyebut Jalur Sutera, ramai terbayang laluan darat dengan deringan unta, pasir kuning memenuhi langit.

Tetapi sebenarnya, Jalur Sutera purba sentiasa berjalan dalam dua laluan. Jalur Darat bermula dari Xi'an, ke barat menuruni bukit, terus ke Roma; Jalur Laut bermula dari Quanzhou, berlayar jauh, melalui Laut Selatan. Kedua-dua laluan ini yang berbeza jalan akhirnya mencapai tujuan sama, menjadi jambatan perdagangan China dan dunia zaman purba.

Rakan yang teliti sejarah pasti tahu, pada laluan perdagangan ini kita mengekspor produk unik China purba seperti ubat herba Bozhou, porselin Jingdezhen, sutera Hangzhou dan teh Wuyi. Walaupun dikatakan 'produk unik', beratnya produk ini ketika itu jauh lebih berat daripada yang kita duga.

Porselin adalah 'produk berteknologi tinggi' zaman itu. Orang Eropah hanya memecahkan rahsia pembakaran porselin keras pada abad ke-18. Beratus-ratus tahun sebelum itu, porselin putih China di Eropah dianggap sebagai 'emas putih'. Sutera dan teh juga merupakan 'wang keras' yang jarang. Di Roma, harga sutera hampir setara dengan emas dengan berat yang sama.

Sebagai contoh, produk China seribu tahun lalu yang dieksport, tidak hanya barang, tetapi teknologi dan kemahiran teratas dunia pada masa itu.

Kini selepas seribu tahun, armada BYD yang berjalan semula bukan hanya laluan purba dari segi geografi, tetapi laluan di mana 'Produk Baik China Mewujudkan Dunia'. Cuma, dalam senarai muatan BYD ialah kenderaan elektrik baru teratas dunia, bateri kuasa, dan satu sistem pengecasan lengkap.

Dari Menjual Produk Membina Sistem, Nilai Eksport Semakin Tinggi

Melihat pengeluaran luar syarikat automotif China, jualan adalah pintu masuk yang paling jelas.

Jualan luar BYD telah melepasi satu juta kenderaan, meningkat lebih 140% dari tahun ke tahun. Produk meliputi lebih 120 negara dan wilayah di seluruh dunia. Dari mula eksport berskala besar hingga jualan satu juta, BYD hanya mengambil beberapa tahun. Kelajuan ini tidak biasa dalam sejarah syarikat automotif multinasional sebelum ini. Malah Toyota dan Volkswagen, untuk melengkapkan perancangan global yang serupa, mengambil beberapa dekad.

Tentu saja, jualan hanyalah satu data separa. Hanya menatap jualan, itu mungkin membuatkan kita melihat skala eksport BYD terlalu rendah.

Eksport BYD hari ini, yang paling menarik adalah kata 'sistem'. 8 kapal Ro-Ro sendiri bergerak secara berterusan pada laluan global, menghantar kenderaan terus ke pelabuhan Eropah dan Asia Tenggara; Kilang Rayong Thailand, pangkalan kenderaan penumpang pertama BYD di luar negara ini, telah melokalkan komponen dan pekerja, kenderaan dihasilkan di tempat, kemudian dieksport ke Eropah. Selain Kilang Thailand, BYD juga mempunyai lokasi serentak seperti Brazil, Uzbekistan, Hungaria, membentuk 'R&D domestik + pengeluaran tempatan luar negara + pengangkutan laut global' kitaran lengkap.

Pengeksporan teknologi lebih penting. Bateri Bilah Generasi Kedua, sistem pengisian pantas, sedang dilaksanakan secara serentak dengan kenderaan di luar negara. Stesen pengisian pantas pertama di Eropah telah siap, rangkaian pengecasan khas Uzbekistan sedang dibina, bahkan skim "Tenaga Suria, Simpanan, Pengisian" terpadu sudah memasuki pasar Asia Tengah.

Kapal dagang porselin seribu tahun lalu membawa produk siap. Kapal Ro-Ro raksasa hari ini tidak hanya membawa kenderaan siap, tetapi juga kilang, teknologi dan piawaian. Perantara eksport berubah, kedalaman eksport juga berubah sepenuhnya.

Jalur Laut Baru, Membawa Produk Terbaik China ke Seluruh Dunia

Dalam aktiviti 'Perjalanan Sutera Seribu Mil' BYD kali ini, sebenarnya ada satu butiran yang menarik, iaitu kepentingan stesen Quanzhou jelas dinaikkan.

Armada di sini mengunjungi Muzium Sejarah Perdagangan Laut, melihat keahlihan seribu tahun di antara benang wayang sulur, membaca surat rumah tangga yang menyeberangi laut di Muzium Surat Warisan. Kenapa khusus memilih Quanzhou? Kerana bandar ini menyimpan ingatan paling lengkap Jalur Sutera Laut. Ia bukan sahaja titik asal perhubungan mendalam China dengan dunia melalui laut, tetapi juga kunci memahami logik eksport China hari ini.

Hingga kini, lebih 80 peratus perdagangan barangan global masih bergantung pada pengangkutan laut, laluan laut adalah urat nadi globalisasi. Pasaran utama eksport automotif China: Eropah, Asia Tenggara, Amerika Latin, sebenarnya memerlukan pengangkutan laut untuk sampai secara lebih ekonomik. BYD membina sendiri 8 kapal Ro-Ro, pada asasnya adalah memegang 'urat nadi' ini di tangan sendiri.

Ini sebabnya dalam naratif 'Dua Jalur' sebelum ini, Jalur Laut sebenarnya merupakan tajuk utama. Dari Pelabuhan Quanzhou ke Pelabuhan Shenzhen, dari Jabatan Kastam Laut zaman Song dan Yuan ke pelabuhan Ro-Ro hari ini, laluan laut China dan dunia tidak pernah ditutup, hanya barang di kapal, dari sutera dan porselin berubah menjadi bateri, kenderaan lengkap dan skim tenaga suria-simpanan-pengisian, yang sering disebut sebagai 'Tiga Baharu' eksport hari ini.

Dan berat wajah baharu ini, tidak kurang sedikit pun daripada porselin seribu tahun lalu. Apabila negara沿线 menggunakan kenderaan elektrik baru China, stesen pengisian pantas China, skim tenaga suria-simpanan-pengisian China, China yang dieksport bukan hanya produk, tetapi satu laluan pembangunan hijau, lestari yang lengkap.

Pada saat armada BYD meninggalkan Pelabuhan Shenzhen, kita bukan hanya melihat pelayaran syarikat automotif, tetapi serah terima merentasi seribu tahun. Ubat herba, porselin, sutera, teh Jalur Sutera Purba, dengan bateri zaman baharu, kenderaan lengkap, sistem pengecasan, diselesaikan penyerahan di lautan yang sama. Perantara memang berubah, tetapi teras tidak berubah: Membawa yang terbaik buatan China, ke seluruh dunia.

Let's turn back time to Quanzhou Port a thousand years ago. At that time, masts stood like a forest, and foreign merchants gathered. On the dock, Jingdezhen porcelain, Hangzhou silk, and Wuyi tea ready for shipping were stacked. They would ride the monsoon winds southward, crossing the South Seas, eventually reaching Rome, thousands of miles away.

Time arrives at 2026. A BYD convoy departed from Xi'an's Great Tang West Market, traveling south along the four thousand-year-old cultural arteries of Bozhou incense, Jingdezhen porcelain, Hangzhou silk, and Wuyi Mountain tea. Passing through Quanzhou and Chaozhou, it finally reached Shenzhen to complete the "going global" ceremony.

Porcelain, silk, tea. These were the "hard currency" of our foreign trade a thousand years ago. A thousand years later, at Shenzhen Port, roll-on/roll-off ships departed slowly one after another. Inside the holds, neatly arranged were not silk or porcelain, but tens of thousands of new energy vehicles. The destinations were surprisingly consistent with a thousand years ago, still Europe and Southeast Asia.

Some friends might consider this BYD "Silk Road Ten-Thousand Miles" event as simply a brand promotion. But if we dig deeper into its connotation, we find it is actually a cultural relay spanning a thousand years. Why say that? Let's start from that ancient trade route from a thousand years ago.

Silk Road, A Thousand-Year Name Card of China

When mentioning the Silk Road, what comes to many minds is the sound of camel bells and a land channel filled with yellow sand.

But in reality, the ancient Silk Road always operated on two lines in parallel. The land Silk Road started from Xi'an, going westward over mountains and ridges, directly reaching Rome; the maritime Silk Road started from Quanzhou, setting sail and navigating through the South Seas. These two distinct routes converged, becoming a bridge between ancient China and world trade.

Friends who have read history certainly know that what we exported on this trade route were ancient Chinese specialties like Bozhou incense, Jingdezhen porcelain, Hangzhou silk, and Wuyi tea. Although called "specialties", the weight and significance of these products back then was far heavier than we imagine.

Porcelain was the "high-tech product" of that era. Europeans didn't decipher the firing secrets of hard porcelain until the 18th century. In the hundreds of years before that, Chinese white porcelain was regarded as "white gold" in Europe. Silk and tea were also scarce "hard currency". In Rome, the price of silk was almost equivalent to gold of the same weight.

In other words, when Chinese products went overseas a thousand years ago, what was exported was not just commodities, but world-class craftsmanship and technology of that time.

And coming to today, a thousand years later, the BYD convoy is retracing not just the ancient roads in a geographical sense, but a path where "good Chinese products win the world". However, on BYD's manifest are world-leading new energy vehicles, power batteries, and a complete charging replenishment system.

From Selling Products to Building Systems, The Value of Going Overseas is Getting Higher and Higher

Looking at Chinese carmakers going overseas, sales volume is always the most intuitive entry point.

BYD's overseas sales have already broken one million units, a year-on-year increase of over 140%, with products covering over 120 countries and regions globally. From starting scale overseas expansion to reaching one million sales, BYD only took a few short years. This speed is extraordinary in the history of any previous multinational carmaker. Even Toyota and Volkswagen took decades to complete a similar global layout.

Of course, sales volume is just a partial data point. If you only focus on sales, you might view BYD's global strategy as too shallow.

What is most noteworthy about today's BYD going overseas is the two words "system". 8 own roll-on/roll-off ships shuttle regularly on global routes, delivering whole vehicles directly to Europe, America, and Southeast Asian ports. The Rayong Factory in Thailand, BYD's first passenger vehicle base overseas, localized both parts and employees, with vehicles produced locally and then exported to Europe. Besides the Thailand factory, BYD has multiple bases synchronously laid out in Brazil, Uzbekistan, Hungary, etc., forming a complete closed loop of "Domestic R&D + Overseas Localization Production + Global Shipping".

Technology export is even more important. The second-generation Blade Battery, fast charging replenishment system, are landing overseas synchronously with the vehicles. Europe's first fast charging station has been built, Uzbekistan's dedicated charging network is being laid out, and even the "PV-Storage-Charging" integrated power station solution has entered the Central Asian market.

The porcelain merchant ships a thousand years ago loaded finished products. Today's roll-on/roll-off ships load not just finished cars, but factories, technology, and standards. The carrier of going overseas has changed, and the depth of going overseas has also completely changed.

New Maritime Silk Road, Sending the Best Chinese Made to the Whole World

In this BYD "Silk Road Ten-Thousand Miles" event, actually, there is a detail worth savoring, which is that the weight of the Quanzhou stop was significantly increased.

The convoy visited the Maritime History Museum here, watching thousand-year-old techniques amidst the threads of marionettes, and reading letters home that crossed the ocean in the Qiao Pi Hall. Why specifically choose Quanzhou? Because this city preserves the most complete memory of the Maritime Silk Road. It is the origin point of China's deep interaction with the world via the ocean, and it is also a key to understanding the logic of today's China going global.

Until today, more than 80% of global cargo trade still relies on maritime shipping. Maritime routes are the blood vessels of globalization. The main battlefield for Chinese cars going overseas: Europe, Southeast Asia, Latin America, all actually require sea routes to arrive more economically. BYD building 8 roll-on/roll-off ships by itself is essentially holding this "blood vessel" in its own hands.

This is why, in the previous "Double Silk Road narrative", the Maritime Silk Road was actually the main focus. From Quanzhou Port to Shenzhen Port, from the Maritime Trade Office in the Song and Yuan dynasties to today's roll-on/roll-off terminals, the maritime channel between China and the world has never closed; it's just that the cargo on ships changed from silk and porcelain to batteries, whole vehicles, and PV-storage solutions, which are what is often called the "New Three Items" for going overseas today.

And the weight of this new name card is not less than the porcelain from a thousand years ago. When countries along the route use Chinese new energy vehicles, Chinese fast charging stations, and Chinese PV-storage-charging solutions, what China exports is not just products, but a complete set of green and sustainable development paths.

The moment the BYD convoy departed from Shenzhen Port, what we saw was not just the voyage of a car manufacturer, but a relay spanning a thousand years. The incense, porcelain, silk, and tea of the ancient Silk Road, and the batteries, whole vehicles, and charging systems of the new era, completed the handover in the same sea area. The carrier is indeed changing, but the core has not changed: Send the best Chinese-made to the whole world.

ZhiLiao Auto / Chen Yi

Recently, "Fortune" magazine released the latest Fortune Global 500 ranking, Chery Automotive ranked 383rd with revenue of $41.778 billion.

Actually, Chery was already on the Fortune Global 500 list last year, ranked even higher at 233rd. The difference is, this year Chery is evaluated independently as a listed company entity, after all, it went public on the HKEX last September.

In other words, although Chery was on the Fortune Global 500 list for two consecutive years, the significance differs. This year, Chery must undergo comprehensive scrutiny from the capital market and industrial sector.

Worth noting is, among Chinese automakers and auto parts companies entering the Fortune Global 500 this year, there are 10 in total. Besides Chery, there are BYD, CATL, Geely, SAIC, etc., all very well-known. Among them, BYD ranks highest, with revenue of $111.853 billion, ranking 91st.

Domestically, BYD is now the undisputed "leader". Cars sell well, and profits are high. Last year, BYD's NEV sales reached 4.6 million units, securing the global NEV sales champion title for consecutive years, annual revenue 804 billion yuan, net profit 32.6 billion yuan.

Moreover, it is willing to invest heavily in R&D. For example, in 2025, BYD invested as high as 63.4 billion yuan in R&D, ranking first among A-share listed companies for two consecutive years. So far, BYD's cumulative R&D investment has exceeded 250 billion yuan.

The key point is, BYD's batteries, chips, motors, electronic control, etc., are all self-made. In the past, people thought this "doing everything oneself" model was too asset-heavy and too slow, but facts prove that as long as you can survive, you can use economies of scale to further reduce costs.

What is BYD's moat? Cost and scale. Others spend 100 to make a car, BYD might only need 80; others sell 100 cars a year, BYD can sell 200.

What about Chery? It is a different model.

Starting from 2001, Chery was already selling cars overseas. At that time, most Chinese automakers were still competing domestically. So strictly speaking, Chery counts as one of the first batch of "going global" Chinese automakers.

Of course, it was indeed difficult at first. In 2001, Chery's export volume didn't even exceed 100 units. But it proceeded steadily, continuously expanding its overseas map. To date, Chery's business covers more than 130 countries and regions, ranking first in Chinese brand passenger car exports for 23 consecutive years.

Chery's "going global" is not a one-off deal. It has 16 production bases globally, with over 3,100 overseas dealer outlets. Brazil, Indonesia, Thailand, Malaysia, etc., all have Chery's localized manufacturing networks.

Foreign media summarized Chery's "going global" model as "encircling cities from the countryside". This is not wrong, after all, it first went to markets with lower thresholds like the Middle East, Latin America, Southeast Asia to build brand awareness, selling mature fuel models like Tiggo and Arrizo, and later penetrated into high-regulation markets like Europe.

In 2025, Chery exported 1.344 million vehicles, equivalent to a Chery being sold overseas every 23 seconds on average. Annual total revenue 300.29 billion yuan, breaking the 300 billion yuan threshold for the first time. Net profit 19.51 billion yuan, overseas revenue 157.42 billion yuan.

To put it plainly, Chery is now completely a Chinese automaker where "selling cars relies half on overseas markets".

More worth noting is, Chery's overall average vehicle price is about 103,500 yuan, overseas average vehicle price is 121,600 yuan. The same car sells nearly 20,000 yuan more overseas than domestically.

So you see, Chery's success logic is simple: if you can't compete domestically, go sell abroad.

Compared to BYD, Chery's moat is built up over time. Over 20 years of accumulation, Chery's overseas channels, brand recognition, and localized operational capabilities are not something that can be easily replicated.

This shows that the path to success is not singular. The "BYD model" can succeed, and the "Chery model" can also succeed.

However, both have their own problems to face. For example, how can BYD replicate its domestic model in the global market? How can Chery boost domestic sales? ... These are all issues that must be resolved.

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Ziliao Auto / Chen Yi

Baru-baru ini, Majalah Fortune mengeluarkan senarai Fortune Global 500 terkini, Kereta Chery berada di tempat ke-383 dengan pendapatan 417.78 bilion USD.

Sebenarnya tahun lalu Chery sudah berada dalam Fortune 500, pengelasan masa itu lebih tinggi, tempat ke-233, berlainan, tahun ini Chery dinilai secara bebas sebagai entiti syarikat tersenarai, kerana ia telah disenaraikan di Bursa Saham Hong Kong pada September tahun lalu.

Artinya, walaupun selama dua tahun berturut-turut berada dalam Fortune 500, tetapi nilainya berbeza, tahun ini Chery perlu menerima penilaian menyeluruh dari pasaran modal dan sistem industri.

Perlu diketahui, pada tahun ini syarikat automobil dan komponen di China yang memasuki Fortune 500, terdapat 10 syarikat, selain Chery, terdapat juga BYD, CATL, Geely, SAIC dan lain-lain, semuanya terkenal, di antaranya, BYD memiliki pengelasan tertinggi, pendapatan 1118.53 bilion USD, terletak di tempat ke-91.

Di dalam negara, BYD sekarang adalah "Bos Utama" yang sesuai dengan reputasi, kereta dijual dengan baik, wang diperoleh banyak, tahun lalu penjualan kereta elektrik baharu BYD 4.6 juta unit, merebut kembali juara penjualan kereta elektrik baharu global, pendapatan tahunan 804 bilion Yuan, keuntungan bersih 32.6 bilion Yuan.

Dan, ia juga perbelanjaan banyak untuk penyelidikan dan pembangunan, seperti tahun 2025, BYD melabur hingga 63.4 bilion Yuan untuk penyelidikan dan pembangunan, selama dua tahun berturut-turut di kalangan syarikat tersenarai Saham A menempati tempat pertama, sehingga kini, jumlah perbelanjaan penyelidikan dan pembangunan BYD telah melebihi 250 bilion Yuan.

Pokoknya apa, bateri BYD, cip, motor, kawalan elektrik dan lain-lain, semuanya buatan sendiri, dulu orang rasa, model "lakukan semua sendiri" ini terlalu berat aset dan terlalu perlahan, tetapi bukti membuktikan, selama anda bertahan, anda boleh menggunakan kesan skala untuk menekan kos lebih lanjut.

Apa benteng BYD? Kos dan skala, orang lain buat kereta habiskan 100 Yuan, BYD mungkin hanya perlu 80 Yuan; orang lain jual 100 unit kereta setahun, BYD boleh jual 200 unit.

Chery pula? Ia adalah model lain.

Mulai tahun 2001, Chery sudah menjual kereta ke luar negara, pada masa itu kebanyakan syarikat automobil China masih bersaing dalam negara, jadi secara tegas, Chery dianggap sebagai satu daripada syarikat automobil China "keluar negara" pertama.

Tentu saja, pada mulanya memang susah, tahun 2001 eksport Chery bahkan tidak melebihi 100 unit, tetapi ia kukuh dan stabil, terus mengembangkan wilayah luar negara, sehingga kini, perniagaan Chery telah meliputi lebih 130 negara dan wilayah di seluruh dunia, selama 23 tahun berturut-turut tetap pertama eksport kereta penumpang jenama China.

Eksport "keluar negara" Chery bukan jenis satu kali jualan, ia mempunyai 16 pusat pengeluaran di seluruh dunia, lebih 3,100 cawangan pengedar luar negara, Brazil, Indonesia, Thailand, Malaysia dan lain-lain mempunyai rangkaian pembuatan tempatan Chery.

Media asing meringkaskan model "keluar negara" Chery adalah "luar bandar mengelilingi bandar", berkata begitu juga tidak salah, kerana ia dahulu ke Timur Tengah, Amerika Latin, Asia Tenggara, pasaran ambang rendah ini untuk mengenali nama, jual Tiggo, Arrizo model kereta pembakaran yang matang, kemudian baru menembusi pasaran seperti Eropah dengan peraturan tinggi.

Tahun 2025, eksport kenderaan Chery 1.344 juta unit, sama dengan purata setiap 23 saat satu kenderaan Chery dijual ke luar negara, pendapatan tahunan keseluruhan 300.29 bilion Yuan, pertama kali melangkaui 300 bilion Yuan, keuntungan bersih 19.51 bilion Yuan, pendapatan luar negara 157.42 bilion Yuan.

Beritahu begitu saja, Chery sudah sepenuhnya menjadi syarikat automobil China yang "jual kereta separuh bergantung luar negara".

Lebih bernilai diperhatikan, purata harga satu kenderaan Chery keseluruhan kira-kira 103,500 Yuan, purata harga satu kenderaan luar negara 121,600 Yuan, satu unit kereta yang sama, dijual ke luar negara lebih mahal hampir 20,000 Yuan daripada dalam negara.

Maka anda lihat, logik kejayaan Chery sangat mudah, jika tidak boleh menang di dalam negara, maka keluar jual.

Berbanding dengan BYD, benteng Chery ditimbun berdasarkan masa, lebih 20 tahun pengumpulan, saluran Chery di luar negara, pengiktirafan jenama dan keupayaan operasi tempatan, bukan sesuatu yang mudah boleh disalin.

Berarti ini, laluan kejayaan bukan tunggal, "Model BYD" boleh berjaya, "Model Chery" juga boleh berjaya.

Tetapi, kedua-duanya mempunyai masalah masing-masing perlu dihadapi, contohnya, bagaimana BYD menyalin model domestik di pasaran global? Bagaimana Chery mengangkat jualan domestik? ...... Ini, semuanya perlu diselesaikan.

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The narrative of "cool domestically and hot internationally" has become the main theme of China's automotive market.

According to the latest data from CPCA, July domestic passenger car retail sales reached 1.461 million units, a 20.9% year-over-year decline. Year-to-date cumulative retail sales stand at 10.173 million units, down 20.3% from last year.

Meanwhile, July passenger car exports hit 918,000 units, surging 87.8% year-over-year, with the proportion of export volume to total manufacturer sales climbing to 41% (37% last month, 21% in the same period of 2025).

Regarding the "cool domestic market," CPCA analysis suggests this is due to the resonance of multiple factors, including oil price rebounds, weakening macroeconomics, seasonal slumps, prior demand exhaustion, and policy shifts.

Conversely, the contraction of domestic demand has accelerated the pace of Chinese car companies "going global"—since the domestic market is overcrowded, they go overseas to find blue oceans.

On this rising export curve, BYD's performance has been the most striking.

Data released by BYD shows that overseas sales reached 179,800 units in July, a 124.3% year-over-year increase. Even according to CPCA's statistical standards, BYD's 174,000 unit NEV export sales in July exceeded the combined total of the second-ranked (Chery, 83,000 units) and third-ranked (Tesla, 66,000 units) exporters, establishing a fractured leading advantage.

More importantly, BYD's export proportion of total sales in July rose to 43.1%. It is worth noting that just two years ago in 2024, this proportion was only a little over 10%.

This means BYD is no longer a Chinese brand simply relying on the domestic market, but a truly global car company. This has prompted the outside world to re-examine the strategic vision previously proposed by Wang Chuanfu of "achieving the largest scale globally in five years."

If BYD wants to "achieve the #1 global scale," it will face Toyota, this "giant."

Toyota's strength lies in its global production and sales network and extreme cost control in the fuel vehicle era. What BYD currently demonstrates is the ability to reconstruct the global market on the new energy track.

CPCA data shows that July NEV passenger car exports reached 540,000 units, up 147.8% year-over-year, accounting for 58.8% of total exports, an increase of 14 percentage points compared to the same period last year.

According to CPCA Secretary-General Cui Dongshu's statistics, from January to June 2026, China's NEV passenger car world share reached 62%, and the share in the plug-in hybrid field was as high as 71%.

The share of Chinese NEVs worldwide is rising rapidly. As the global NEV sales champion, BYD is actually standing at the forefront of the global output of China's supply chain.

Data shows that in the first half of 2026, Toyota's global sales were 5.0089 million units, ranking first globally for seven consecutive years; BYD's first-half global sales were 1.8085 million units, ranking sixth. The difference between the two was 3.62 million units, but the speed of narrowing the gap is accelerating—the gap was 13.4 times in 2021, narrowed to 2.7 times in 2023, and by the first half of 2026, the gap between the two is less than 1.7 times.

It took BYD less than two years to increase the export proportion from 10% to 40%. If the overseas market can maintain this growth rate, and Toyota continues to struggle in the quagmire of electrification transformation, then "surpassing" will no longer be a "whether possible" question, but a "when it happens" question.

But sales figures are just the most superficial things. What is truly worth thinking about is, what does BYD rely on to fill this gap of over 3 million units?

Toyota's foundation is a global fuel vehicle system that has been operating for decades; from supply chain to channels to brand perception, it is all stacked up by time.

BYD's opportunity lies in the fact that the technical logic and cost structure of NEVs are completely different from fuel vehicles. It does not need to fight position warfare in Toyota's home field, but uses a new product logic to find its entry point in every regional market.

BYD's overseas strategy can be summarized as "precise entry" and "deep localization." This strategy shows highly flexible adaptability in different regional markets. A highly representative case is the launch of BYD's K-Car in the Japanese market.

On July 28, BYD's pure electric K-Car "Sea Otter Racco," built specifically for the Japanese market, was launched. As of August 9, in less than two weeks, orders broke 1,000 units, with 80% coming from the top-spec version. For any car company wanting to penetrate the Japanese market, this is a capital worth "boasting" about.

It is worth noting that the Japanese market has long been a solid fortress of the global auto industry, with local brands holding absolute dominance. Even "giants" like Volkswagen and Hyundai find it difficult to open the Japanese market. Especially the K-Car market, which has an annual retail volume exceeding 1.6 million units and is known as the totem of Japanese auto culture, has been monopolized for over thirty years by three local giants: Suzuki, Daihatsu, and Honda.

More importantly, due to the adoption of Chinese self-developed parts, the Sea Otter can only receive a subsidy of 150,000 yen in Japan, while local competitors like Nissan Sakura can receive 580,000 yen. Under the subsidy disadvantage of three times that of competitors, orders still exceeded expectations. This directly shows that BYD has already possessed the strength to directly confront Japanese car companies in manufacturing processes and cost control.

An earlier example is BYD's Shark Pickup launched for the Americas, Australia, and other markets. It accurately hit the pain point of combining commercial and home use in the local market, becoming one of the best-selling Chinese brand models. CPCA data shows that BYD Shark Pickup overseas market monthly average sales are about 3,000 units, with sales in some months even exceeding 4,500 units.

Data released by BYD shows that under the boost of the Shark Pickup and subsequent imported Seagull and other NEV models, Brazil has become BYD's largest overseas market, with cumulative export volume reaching 194,700 units in the first half. Meanwhile, just on July 16, the 100,000th car of BYD Brazil factory officially rolled off the production line.

From Japan's exquisite K-Car to America's tough Pickup, BYD is no longer exporting "global products," but providing "regional customization." This transformation allows it to quickly fill the market void left by traditional brands.

Orient Securities forecasts that BYD's 2026 full-year sales will exceed 5 million units, with overseas sales between 1.8 million and 1.9 million units, a year-over-year growth of 75%.

Morgan Stanley predicts that BYD overseas sales will reach 1.6 million to 1.8 million units, with a year-over-year growth of 68% to 89%. It estimates that the company's passenger car share in markets like Brazil, Thailand, and Australia has exceeded 5%, and NEV sales share in multiple regions exceeds 20%.

Under the dual drive of "involution" and "going overseas," Chinese car companies represented by BYD are gradually transforming "surpassing Toyota" from a vision into reality through differentiated product strategies and deep localization layout. Whether it is the K-Car in the Japanese market or the Shark Pickup in the Americas, it proves that China's automotive industry has the ability to compete in the global diverse market.

In the future, with more companies like BYD digging deep in the overseas market, China's automotive industry's global share is expected to further increase, and the industry trend of "East Rising, West Declining" will be irreversible.

“Dingin di Dalam, Panas di Luar” telah menjadi melodi utama dalam industri kereta di China.

Data terkini dari Persatuan Kereta Penumpang China menunjukkan, jualan eceran kereta penumpang domestik pada Julai ini sebanyak 1.461 juta unit, menurun 20.9% berbanding tahun lalu. Kumpulannya sejak awal tahun ini mencapai 1,017.3 juta unit, menurun 20.3% berbanding masa yang sama tahun sebelumnya.

Sementara itu, eksport kereta penumpang pada Julai mencapai 918,000 unit, meningkat secara pesat sebanyak 87.8% secara tahunan. Pecahan kuantiti eksport dalam jumlah jualan pengilang terus meningkat hingga ke paras 41% (37% pada bulan lalu, 21% pada bulan Julai tahun 2025).

Bagi fenomena “Dingin di Dalam”, Persatuan Kereta Penumpang China mengesyorkan bahawa ia disebabkan oleh pelbagai faktor yang bertindak serentak seperti harga minyak meningkat semula, ekonomi makro yang lemah, musim senyap, permintaan telah dipinjam terlebih awal dan perubahan dasar.

Sementara itu, penyusutan permintaan domestik secara tidak langsung mempercepatkan langkah syarikat kereta China “berlari ke luar” – jika pasaran dalam negara terlalu sesak, cari Pasaran Biru di luar negara.

Dan di atas laluan eksport yang naik dan gemilang ini, prestasi BYD adalah yang paling menawan.

Menurut data yang dikeluarkan BYD, jualan luar negeri pada Julai mencapai 179,800 unit, meningkat 124.3% secara tahunan. Walaupun menggunakan kaedah pengiraan Persatuan Kereta Penumpang China, jumlah eksport kereta Tenaga Baharu BYD pada Julai sebanyak 174,000 unit, telah melebihi gabungan jualan eksport yang menduduki tempat kedua (Chery, 83,000 unit) dan tempat ketiga (Tesla, 66,000 unit), membentuk keunggulan berjara-jara.

Yang lebih penting, pecahan eksport BYD pada Julai meningkat ke paras 43.1%, perlu diingat, hanya dua tahun yang lalu pada tahun 2024, nisbah ini hanyalah sedikit melebihi 10%.

Ini bermakna, BYD sudah bukan lagi jenama China yang semata-mata bergantung kepada pasaran domestik, tetapi sebuah pengilang kereta yang benar-benar global. Ini juga memaksa pihak luar menilai semula visi strategik Wang Chuanfu yang mencadangkan “mencapai kedudukan pertama di dunia dari segi saiz dalam lima tahun”.

Dan untuk BYD mahu “mencapai kedudukan pertama di dunia”, ia akan berdepan dengan “raksasa” Toyota.

Keteguhan Toyota terletak pada rangkaian penjanaan dan jualan globalnya dan kawalan kos yang maksimal pada zaman Kereta Bahan Api. Manakala apa yang BYD tunjukkan sekarang adalah keupayaan merekonstruksi pasaran global di laluan Tenaga Baharu.

Data Persatuan Kereta Penumpang China menunjukkan, eksport kereta penumpang Tenaga Baharu pada Julai mencapai 540,000 unit, meningkat 147.8% secara tahunan, mewakili 58.8% daripada jumlah eksport, meningkat 14 titik peratus berbanding tahun lalu.

Sedangkan menurut statistik Setiausaha Agung Persatuan Kereta Penumpang China, Cui Dongshu, pada Januari-Jun 2026, sahan pasaran dunia kereta penumpang Tenaga Baharu China mencapai 62%, di mana di sektor Hibrid Plugs-in, sahan pasaran tersebut bahkan mencapai 71%.

Sahan pasaran kereta tenaga baharu China di peringkat dunia sedang meningkat dengan cepat, sebagai juara jualan kereta tenaga baharu global, BYD sebenarnya sedang berada di hujung arus keluaran rantaian bekalan global China.

Data menunjukkan, pada semi-tahun pertama 2026, jumlah jualan global Toyota ialah 5.0089 juta unit, menduduki tempat pertama di dunia selama tujuh tahun berturut-turut; jumlah jualan global BYD pada semi-tahun pertama ialah 1.8085 juta unit, menduduki tempat keenam. Beza antara keduanya ialah 3.62 juta unit, tetapi kelajuan mengecilkan jurang semakin cepat – beza pada tahun 2021 ialah 13.4 kali, pada tahun 2023 mengecil kepada 2.7 kali, dan pada semi-tahun pertama 2026, beza antara keduanya sudah kurang daripada 1.7 kali.

Daripada satu persepuluh hingga empat persepuluh dalam pecahan eksport, BYD hanya menggunakan masa kurang daripada dua tahun. Jika pasaran luar negara dapat mengekalkan kadar pertumbuhan sedemikian, manakala Toyota terus bergelut dalam lumpur transformasi elektrifikasi, maka “melebihi” tidak lagi menjadi isu “sama ada mungkin” tetapi isu “bila akan berlaku”.

Tetapi nombor jualan hanyalah perkara paling permukaan. Yang sebenarnya patut difikirkan, dengan apa BYD akan mengisi jurang lebih daripada tiga juta unit ini?

Pokok pangkal Toyota adalah satu sistem Kereta Bahan Api global yang telah berjalan selama beberapa dekad, dari rantaian bekalan ke saluran hingga ke kesedaran jenama, semuanya dibina dengan masa.

Peluang BYD terletak pada logik teknologi Kereta Tenaga Baharu dan struktur kosnya yang berbeza sepenuhnya daripada Kereta Bahan Api, ia tidak perlu berperang parit di tapak utama Toyota, sebaliknya menggunakan satu logik produk baru untuk mencari titik masuk di setiap pasaran wilayah.

Strategi ekspori BYD boleh dirumuskan sebagai “Menyerang Tepat” dan “Pengamalan Tempatan Dalam”. Strategi ini menunjukkan keupayaan penyesuaian yang sangat fleksibel di pasaran wilayah yang berbeza. Satu kes yang sangat mewakili ialah pelancaran K-Car BYD di pasaran Jepun.

Pada 28 Julai, Kereta Penumpang Murni K-Car “Berang-berang Laut Racco” yang direka khas oleh BYD untuk pasaran Jepun dilancarkan. Sehingga 9 Ogos, dalam masa kurang daripada dua minggu, pesanan telah memecahkan 1,000 unit, dan lapan daripada sepuluh pesanan berasal dari versi terbaik. Ini merupakan modal yang perlu dipamerkan untuk mana-mana syarikat kereta yang ingin memasuki pasaran Jepun.

Perlu diketahui pasaran Jepun selama ini merupakan benteng kukuh industri kereta global, jenama tempatan mendominasi secara mutlak, malah raksasa seperti Volkswagen dan Hyundai pun sukar membuka pasaran Jepun. Terutamanya pasaran K-Car yang menjadi simbol budaya kereta Jepun, dengan jualan eceran tahunan melebihi 1.6 juta unit, yang selama lebih tiga puluh tahun lepas telah dimonopoli oleh tiga raksasa tempatan iaitu Suzuki, Daihatsu dan Honda.

Yang lebih penting, kerana menggunakan komponen direka sendiri China, Rakun di Jepun hanya boleh menerima subsidi 150,000 yen, manakala produk saingan tempatan seperti Nissan Sakura boleh menerima 580,000 yen. Di bawah kerugian subsidi tiga kali ganda daripada produk saingan, pesanan tetap melebihi jangkaan. Ini secara langsung menunjukkan bahawa BYD dalam hal proses pembuatan dan kawalan kos, sudah mempunyai kekuatan untuk bersembung dengan syarikat kereta Jepun.

Contoh lebih awal pula ialah Pick-up Hiu (Shark) yang dilancarkan oleh BYD untuk pasaran Amerika, Australia, dan lain-lain, yang secara tepat mengenai masalah utama pasaran setempat yang mem兼顾kan penggunaan perniagaan dan rumah, menjadikannya salah satu model jenama China yang paling laku. Data Persatuan Kereta Penumpang China menunjukkan, jumlah jualan bulanan Purata Pick-up Hiu BYD di pasaran luar negeri ialah kira-kira 3,000 unit, sebahagian bulan jumlah jualan bahkan melebihi 4,500 unit.

Menurut data yang dikeluarkan BYD, di bawah pendorongan Pick-up Hiu dan model-model Tenaga Baharu lain seperti Burung Laut yang diperkenalkan kemudian, Brazil telah menjadi pasaran luar negara terbesar BYD, jumlah eksort kumulatif semi-tahun pertama ialah 194,700 unit. Pada masa yang sama, pada 16 Julai, keretapi ke-100,000 di kilang Brazil BYD juga telah dilepaskan secara rasmi.

Dari K-Car halus Jepun, hingga Pick-up Hiu keras di Amerika, BYD tidak lagi mengeluarkan “Produk Global”, tetapi menyediakan “Penyesuaian Wilayah”, perubahan ini membolehkan ia mengisi kekosongan pasaran yang ditinggalkan jenama tradisional dengan segera.

Soochow Securities menjangkakan jumlah jualan BYD sepanjang tahun 2026 melebihi 5 juta unit, di mana jualan luar negara ialah 1.8 juta hingga 1.9 juta unit, meningkat 75% secara tahunan.

Manakala Morgan Stanley meramal, jualan luar negara BYD akan mencapai 1.6 juta hingga 1.8 juta unit, meningkat 68% hingga 89% secara tahunan, dan menganggarkan sahan pasaran kereta penumpang di pasaran Brazil, Thailand dan Australia telah melebihi 5%, sahan jualan kereta tenaga baharu di beberapa wilayah bahkan melebihi 20%.

Dalam dorongan dua arah “Persaingan Berat” dan “Ekspori Global”, syarikat kereta China yang diwakili BYD, melalui strategi produk yang berbeza dan pelan pengamalan tempatan yang mendalam, sedang mengubah “melebihi Toyota” secara beransur-ansur dari satu visi kepada realiti. Sama ada K-Car di pasaran Jepun, atau Pick-up Hiu di pasaran Amerika, semuanya membuktikan bahawa industri kereta China telah memiliki kemampuan untuk bersaing dalam pasaran global pelbagai.

Masa depan, seiring dengan lebih banyak syarikat seperti BYD yang bekerja keras dan teliti di pasaran luar negara, sahan pasaran global industri kereta China dijangka akan meningkat lagi, trend industri “Kebangkitan Timur, Kemerosotan Barat” tidak dapat diubah.

Quanzhou Port a thousand years ago, masts were like forests as the tides rose and fell.

A thousand years later, Shenzhen Port is filled with quay cranes, and modern Ro-Ro vessels sound their horns to set sail. With the 2026 "Silk Road 10,000 Miles Journey · Enlightenment Road" BYD fleet departing from the starting point of the ancient Silk Road, Xi'an Tang Dynasty West Market, heading south along four intangible cultural heritage nodes, and finally arriving at Shenzhen Port to complete the departure ceremony, an iteration of going global spanning a thousand years is clearly before our eyes — the cargo holds no longer contain porcelain and silk, but the full matrix of BYD new energy vehicles, along with the complete set of Blade Battery technology, Flash Charging Energy System, and green energy solutions behind them.

Ancient Port Sails: Using Goods as a Medium to Build a Maritime Pathway for Civilizational Integration

The Maritime Silk Road was once the core channel for ancient China's interaction with the world. Starting from Quanzhou, countless merchant ships carrying the scenery of China sailed globally: warm and exquisite porcelain became the collection of European aristocrats, soft and gorgeous silk rewrote overseas fashion trends, fragrant medicines and mellow tea even integrated into the daily lives of countries along the route.

This BYD Silk Road 10,000 Miles Journey fleet specifically entered Quanzhou, looking back on the thousand-year trade route in the collections of the Maritime History Museum, touching the warmth of ocean commerce in the lines of the Qiaopi Archives, feeling the former prosperity of the ancient port in the daily life of Kaiyuan West Street. Starting from the departure ceremony at Xi'an Tang Dynasty West Market, the fleet moved forward along the threads of the ancient Silk Road: visiting the thousand-year fragrant medicine intangible heritage in Bozhou, witnessing the craftsmanship of porcelain firing in Jingdezhen, touching the silk weaving skills in Hangzhou, and picking spring tea leaves in Wuyi Mountain. These four Silk Road items that once crossed the ocean on merchant ships are now reconnected under the wheels of the BYD fleet, becoming a vivid bond for the dialogue between ancient and modern Silk Roads.

This route connected by merchant ships was never just a trade route, but also a path for mutual learning of civilizations. China's products and culture spread to the world with the ocean currents, and foreign goods and thoughts also flowed eastward. In two-way exchanges, they wrote the historical footnote of ancient China's openness and inclusiveness. And the journey of BYD retracing the Silk Road is exactly the contemporary inheritance of this open cultural thread — protecting traditional Chinese culture with the power of the brand, letting Eastern cultural threads go global with Chinese intelligence.

Giant Ship Voyage: Using Technology as Core, Building a New Pattern for Systematic Global Expansion

After a thousand years of rotation, ships going out became thousand-ton Ro-Ro giants from wooden merchant ships, the "Chinese Business Card" in the cargo hold upgraded from traditional products to China's complete new energy solutions. BYD is a typical representative of this going global upgrade, redefining the paradigm of Chinese cars going global with the hardcore strength of the full industry chain.

As of now, BYD's overseas sales have exceeded one million units, with a year-on-year growth of over 140%, and products cover over 120 countries and regions worldwide; it has its own 8 Ro-Ro ships shuttling regularly on global routes, delivering complete vehicles directly to major ports in Europe, America, and Southeast Asia, building an efficient and stable global sea freight capacity network. What carries more weight than sales growth is the qualitative change in the going global model: BYD has long jumped out of the traditional path of "single product export" and walked out a systemic path of "Technology + Infrastructure + Industry".

In Rayong, Thailand, BYD built the first overseas passenger vehicle base, achieving localization of parts and employees, and locally produced vehicles can also be exported to Europe in reverse; bases in Brazil, Uzbekistan, and Hungary are laid out synchronously, forming a complete going global closed loop of "Domestic R&D + Overseas Localization + Global Sea Freight". Of greater long-term value is the synchronous output of technology and ecology: Accompanying vehicles going global, the 2nd Generation Blade Battery, Flash Charging Energy System complete new energy solutions also go global — Europe lands the first flash charging station, Uzbekistan builds an exclusive charging network, Central Asia introduces "PV Storage Charging" integrated power station solutions. BYD no longer just sells cars overseas, but helps countries along the route build a green transportation ecosystem and promote energy structure transformation in the way of "teaching to fish".

This confidence for going global comes from the actual trial of the 10,000-mile Silk Road. From Lintong, Xi'an to Yingquan, Bozhou, from Hefei business district to Wuyi Mountain mountainous areas, to the coastal Longkangwei Service Area, the entire journey of 7 major flash charging stations strings together the 10,000-mile journey. Flash charging technology supported by 2nd Generation Blade Battery achieves hardcore performance of charging to 70% in 5 minutes, 97% in 9 minutes, even in -30℃ low temperature environment only adds 3 minutes charging time, stable output in highway, city, mountainous, coastal all scenarios. This charging strength repeatedly verified domestically is landing overseas along with complete vehicles, making China's flash charging standard a new ruler for global green transportation.

On the complex road conditions throughout the journey including inter-city highways, urban streets, mountain winding roads, and coastal wind areas, BYD's God's Eye Advanced Driving Assist provides full escort. Full-scenario NOA covers highways and urban roads, accurately identifying mountain winding roads, coastal strong winds, and heavy highway traffic flows, completing technical iteration using 10,000 miles of real road data. This smart driving system verified by all terrains of the Silk Road is also becoming the core competitiveness of BYD's overseas products.

Dynasty Series home comfort, Ocean Series young sports, DENZA luxury technology, Fangchengbao hardcore off-road, Yangwang top performance, BYD's five major product matrices complete all-terrain trials on the 10,000-mile journey; the extreme performance exhibition at two racing circuits in Zhengzhou and Shengzhou further verifies the full-dimension product strength from home commuting to million-dollar flagships. When the fleet finally arrives in Shenzhen, completes the departure ceremony in front of BYD History Museum, ships sail from Shenzhen Port, transporting whole vehicles and technology verified over 10,000 miles to over 120 countries and regions worldwide.

Eternal Core: Open Background Unchanged, Original Intention of Win-Win Unchanged

From porcelain merchant ships to Ro-Ro giants, from product output to technology going global, what changes is the carrier, the product, the depth and breadth of China's going global; what remains unchanged is the core of openness, inclusiveness, and mutual benefit.

Ancient Maritime Silk Road, China used scenery as a bond to exchange goods with the world and merge civilizations; On the new Silk Road today, BYD uses green technology as a bridge to build ecology with countries worldwide and share development dividends. The merchant ships a thousand years ago took exquisite products, and also took Eastern culture and kindness; Today's Ro-Ro giants send new energy products and technology, and also send sustainable development Chinese solutions.

BYD's systemic going global is exactly the contemporary continuation of this open win-win core. Not doing single product dumping, but taking complete industry and energy solutions to land overseas, building factories, cultivating talent, and building ecosystems locally, growing together with the local in the way of "co-building and sharing". This is consistent with the core of exchanging goods and mutual benefit symbiosis of the Maritime Silk Road a thousand years ago.

Millennium Silk Road, camel caravans carry goods connecting the world; Today's journey, BYD uses flash charging and smart driving hardcore technology, carrying all series models along the same ancient path to奔赴 sea silk ports to go global. From Xi'an to Shenzhen to South Asia, the actual trial spanning ten thousand miles of mountains and rivers is both a civilizational backtrack and a strength declaration of China's new energy industry going global. When ancient Silk Road fragrant medicines, porcelain, silk, tea and BYD represented by the "New Three Items" for going global (Batteries, New Energy Vehicles, PV Storage) meet, what we witness is not only the era leap of China from product output to technology, vehicle, charging system integrated going global, but also the new Chinese business card that Chinese intelligence reshapes the global sustainable development new order with green technology as the bond.

Pelabuhan Quanzhou seribu tahun lalu, di antara pasang surut ombak, tiang layar seperti hutan. Kapal dagang yang memuat penuh porselin biru Jingdezhen, sutra Hangzhou, teh Wuyi dan herba wangi Bozhou berlepas mengikut angin musim timur laut, melintasi Selatan Laut, menyeberangi Samudera Hindi, menghantar keindahan Timur ke daratan jauh, mengukir koordinat tamadun Laluan Sutera Maritim di dalam ombak.

Seribu tahun kemudian, di Pelabuhan Shenzhen, kerekan pelabuhan menjulang. Satu demi satu kapal Roll-on/Roll-off moden berbunyi loceng berlayar. Dengan 2026 "Perjalanan Laluan Sutera 10,000 Mil - Jalan Pencerahan", kor BYD bertolak dari Pasar Barat Tang, Xi'an, titik permulaan Laluan Sutera Lama, menuju selatan melalui empat titik warisan budaya bukan bahan berwujud, akhirnya tiba di Pelabuhan Shenzhen untuk melengkapkan upacara berlayar. Satu evolusi berlayar merentasi seribu tahun jelas terserlah di hadapan mata kita. Di dalam peti kapal, bukan lagi porselin dan sutera yang dimuatkan, tetapi kenderaan tenaga baharu penuh matriks BYD, serta keseluruhan sistem teknologi bateri pisau, sistem pengecasan pantas dan penyelesaian tenaga hijau di belakangnya.

Bayangan Layar Pelabuhan Kuno: Sebagai Perantara Barang, Membina Laluan Maritim Gabungan Tamadun

Laluan Sutera Maritim, pernah menjadi laluan teras interaksi China kuno dengan dunia. Dengan Quanzhou sebagai permulaan, beribu-ribu kapal dagang membawa keindahan daratan China menuju seluruh dunia. Porselin yang hangat dan halus menjadi koleksi bangsawan Eropah, sutra yang lembut dan indah mengubah fesyen pakaian di luar negara, herba wangi dan teh yang kaya lebih terintegrasi dalam kehidupan harian negara sepanjang laluan.

Kor Perjalanan Laluan Sutera 10,000 Mil BYD kali ini khas memandu ke Quanzhou, melihat ke belakang pada nadi perniagaan seribu tahun di antara koleksi Muzium Sejarah Perdagangan Laut, meraba suasana perdagangan laut jauh di antara baris surat di Rumah Surat Pedagang, merasakan kegemilangan pelabuhan kuno dahulu di dalam kehidupan harian Jalan Barat Kaiyuan. Dari upacara bertolak di Pasar Barat Tang, Xi'an, kor terus berjalan sepanjang urat nadi Laluan Sutera Lama. Mengunjungi warisan bukan bahan berwujud herba wangi seribu tahun di Bozhou, melihat keikhlasan pembuatan porselin di Jingdezhen, meraba seni penenunan sutra di Hangzhou, menuai teh muda musim bunga di Gunung Wuyi. Empat keindahan Laluan Sutera ini yang pernah menyeberangi lautan dengan kapal dagang, kini tersambung semula di bawah roda kor BYD, menjadi ikatan hidup bagi dialog Laluan Sutera masa kini dan lampau.

Laluan pelayaran yang disambung oleh kapal dagang ini, sejak mula bukan sahaja satu laluan perniagaan, tetapi lebih merupakan satu laluan saling belajar tamadun. Hasil dan budaya China mengikut arus laut menuju dunia, keindahan dan pemikiran asing juga bergerak ke timur. Dalam pertukaran dua hala, mencatat catatan sejarah ketelusan dan toleransi China kuno. Sedangkan perjalanan BYD mengulang Laluan Sutera ini, adalah warisan kontemporari kepada nadi ketelusan ini. Dengan kekuatan jenama melindungi tradisi budaya China, membiarkan nadi Timur menuju global bersama Ciptaan China.

Kapal Raksasa Berlayar Jauh: Teknologi sebagai Teras, Membina Corak Baharu Eksport Berterusan

Seribu tahun mengalir, kapal berlayar berubah dari kapal dagang kayu kepada kapal Roll-on/Roll-off 10,000 tan. Kad China di dalam peti kapal, juga dinaik taraf dari hasil tradisional kepada penyelesaian tenaga baharu lengkap Ciptaan China. BYD ialah wakil tipikal kenaikan taraf eksport ini, menggunakan kekuatan keras rantai industri penuh, mendefinisi semula pola eksport kereta China.

Sekat ini, jualan luar negara BYD telah memecahkan satu juta unit, meningkat tahun ke tahun melebihi 140%, produk merangkumi lebih daripada 120 negara dan wilayah dunia. Memiliki 8 kapal Roll-on/Roll-off sendiri beroperasi secara biasa di laluan global, boleh menghantar kenderaan terus ke pelabuhan utama Eropah dan Amerika, Asia Tenggara, membina rangkaian kapasiti pengangkutan laut global yang efisien dan stabil. Lebih berat dari pertumbuhan jualan, adalah perubahan kualiti pola eksport. BYD telah lama melompat keluar daripada laluan tradisional "Eksport Produk Tunggal", mengikuti laluan eksport berterusan "Teknologi + Infrastruktur + Industri".

Di Rayong, Thailand, BYD membina pangkalan kereta persendirian luar negara pertama, mewujudkan lokalisasi komponen dan kakitangan, pengeluaran kenderaan di tempat boleh dieksport semula ke Eropah. Pangkalan Brazil, Uzbekistan, Hungary diletakkan serentak, membentuk kitaran lengkap eksport "R&D Dalam Negeri + Pengeluaran Tempatan Luar Negara + Pengangkutan Laut Global". Lebih berharga jangka panjang ialah output teknologi dan ekosistem serentak. Bersama kenderaan keluar laut, Bateri Pisau Generasi Kedua, sistem pengecasan pantas dan penyelesaian tenaga baharu penuh juga menuju global. Stesen pengecasan pantas pertama tiba di Eropah, Uzbekistan membina rangkaian pengecasan khusus, wilayah Asia Tengah mengguna pakai penyelesaian stesen elektrik terpadu "Solar, Simpanan, Pengisian". BYD tidak lagi sekadar menjual kereta ke luar negara, tetapi dengan cara "memberi kaum memancing", membantu negara sepanjang laluan membina ekosistem pengangkutan hijau, memacu transformasi struktur tenaga.

Kepercayaan diri untuk berlayar ini, datang dari ujian lapangan Laluan Sutera 10,000 Mil. Dari Lintong, Xi'an ke Yingquan, Bozhou, dari zon perniagaan Hefei ke kawasan pergunungan Wuyi, seterusnya ke Perkhidmatan Longkangwei di pantai. Sepanjang laluan 7 stesen pengecasan pantas menyambung perjalanan 10,000 mil. Teknologi pengecasan pantas dengan sokongan Bateri Pisau Generasi Kedua, mencapai prestasi keras isi sehingga 70% dalam 5 minit, 97% dalam 9 minit. Biarpun persekitaran suhu rendah -30℃, masa pengisian tambahan hanya 3 minit. Output stabil segala situasi lebuh raya, bandar, gunung, pantai. Kekuatan pengecasan yang telah diuji berulang kali di dalam negara ini, sedang mendarat di luar negara bersama kenderaan, menjadikan standard pengecasan pantas China sebagai pembaris baharu pengangkutan hijau global.

Dalam situasi jalan kompleks sepanjang laluan lebuh raya lintas bandar, jalan bandar, lengkungan bukit, kawasan angin pantai, Pemanduan Pintar Canggih Mata Dewa BYD memberikan perlindungan sepanjang laluan. NOA Segala Situasi merangkungkan lebuh raya dan jalan bandar, lengkungan gunung, angin pantai besar, trafik lebuh raya tinggi semua boleh dikenal pasti tepat, menggunakan data jalan sebenar 10,000 mil melengkapkan iterasi teknologi. Sistem memandu pintar yang telah diuji semua geografi Laluan Sutera ini, juga menjadi daya saing teras produk eksport BYD.

Seri Wangsa kegunaan rumah selesa, Seri Lautan remaja sport, Denza mewah teknologi, Fangchengbao off-road keras, Yangwang prestasi tertinggi. Lima matriks produk BYD melengkapkan ujian semua geografi sepanjang laluan 10,000 mil. Penampilan prestasi terhad di dua padang lumba Zhengzhou dan Shengzhou, mengukuhkan kekuatan produk semua dimensi dari代步 rumah hingga flagship jutaan. Apabila kor akhirnya tiba di Shenzhen, melengkapkan upacara berlayar di hadapan Muzium Sejarah BYD, satu demi satu kapal Roll-on/Roll-off berlepas dari Pelabuhan Shenzhen, menghantar kenderaan dan teknologi yang telah diuji 10,000 mil ke lebih 120 negara dan wilayah global.

Teras Kekal: Warna Dasar Terbuka Tidak Berubah, Hasrat Menang Bersama Tidak Berubah

Dari kapal dagang porselin ke kapal Roll-on/Roll-off raksasa, dari output hasil ke eksport teknologi. Yang berubah adalah media, produk, kedalaman dan keluasan eksport China. Yang tidak berubah, adalah teras ketelusan, toleransi, saling untung, menang bersama.

Laluan Sutera Maritim kuno, China menggunakan keindahan sebagai ikatan, saling bertukar keperluan dengan dunia, tamadun bersatu. Di Laluan Sutera baharu hari ini, BYD menggunakan teknologi hijau sebagai jambatan, membina ekosistem bersama negara global, kongsi dividen pembangunan. Seribu tahun lalu kapal dagang membawa hasil cantik, juga membawa budaya dan niat baik Timur. Kapal Roll-on/Roll-off hari ini menghantar produk dan teknologi tenaga baharu, juga menghantar penyelesaian pembangunan berterusan China.

Eksport berterusan BYD, adalah kesinambungan kontemporari teras menang bersama terbuka ini. Tidak melakukan penjualan murah produk tunggal, tetapi membawa industri lengkap dan penyelesaian energi mendarat luar negara, membina kilang di tempatan, memupuk bakat, membina ekosistem, menggunakan cara "Membina Bersama, Kongsi Bersama" untuk tumbuh bersama tempatan. Dan teras bertukar keperluan, saling untung hidup bersama Laluan Sutera Maritim seribu tahun lalu, satu benih satu keturunan.

Laluan Sutera seribu tahun, kereta kuda membawa hasil menyambung dunia. Perjalanan hari ini, BYD dengan teknologi keras pengecasan pantas, memandu pintar, mengikuti semua model kereta mengikut jalan lama yang sama menuju pelabuhan Sutera Maritim. Dari Xi'an ke Shenzhen kemudian ke Asia Selatan, ujian lapangan merentasi gunung sungai 10,000 mil. Adalah satu pengembali tamadun, lebih pula deklarasi kuasa industri tenaga baharu China menuju global. Apabila herba wangi, porselin, sutra, teh Laluan Sutera lama dengan "Tiga Baharu" eksport (Bateri, Kereta Tenaga Baharu, Solar Simpanan) bertemu BYD, kita saksikan bukan sahaja lompatan era China dari eksport barang ke teknologi, kenderaan lengkap, sistem pengecasan integrasi, lebih pula Kad China Baharu Sepenuhnya Ciptaan China dengan teknologi hijau sebagai ikatan, membentuk semula tatanan pembangunan berterusan global.

More than 700 years ago, a young Venetian departed from his hometown, following a path trodden by camel caravans eastward for four years to reach Shangdu of the Yuan Dynasty.

His dictated account later while in prison became the starting point for Europeans to imagine the East.

More than 700 years later, a team of Chinese vehicles with green plates departed from the Italian Peninsula, heading in the opposite direction, eastward and then eastward again, stopping by Shenzhen Bay 43 days later.

The entire journey was 15,000 kilometers, crossing 11 countries, burning not a drop of fuel.

This is BYD's "Marco Polo New Silk Road." Long-distance travel with pure electric vehicles is no longer news, but that was within the country.

From Rome to Khorgos, separated by Balkan mountain roads, the Anatolian plateau, and the Central Asian Gobi, where are the charging piles in those places? How was this ten-thousand-kilometer journey charged?

Only by understanding this question can you truly understand the significance behind BYD revisiting the Silk Road.

01.From Rome to Shenzhen, This Road Took 700 Years

Let's first trace the route.

On June 13, 2026, the BYD team departed from Palazzo Orsini Taverna in Rome, Italy.

This palace itself is a relic left 500 years ago by a family involved in East-West trade. Choosing to start here spoke volumes without words.

The subsequent route crossed Croatia, Slovenia, Serbia, Bulgaria, Turkey, Georgia, Azerbaijan, Kazakhstan, and Uzbekistan in order, a total of 10 foreign countries. Finally, it entered via the Khorgos port in Xinjiang, passing through Xi'an, Luoyang, Suzhou, and Shanghai, concluding in Shenzhen on July 25.

Calculated by fingers, it was 43 days, 11 countries, 15,000 kilometers.

If you draw this line on a map, you will find it highly overlaps with the main line of the ancient Silk Road.

Leaving the Italian Peninsula of Southern Europe, crossing the Balkans, crossing the Bosphorus Strait into Asia, crossing the Anatolian plateau, climbing the Caucasus Mountains, arriving in Central Asia via the Caspian Sea ferry, then advancing eastward through the Kazakh wilderness until Khorgos.

This is not a route designed for self-driving tours. The terrain and climate differences along the way are ridiculous.

The Mediterranean coast is dry and hot in summer, the Balkan mountains are foggy and rainy, the eastern part of Turkey exceeds two thousand meters in altitude, the winding mountain roads in Georgia have sharp turns and steep slopes, the Central Asian Gobi scorches the car paint by day and cools down at night, arriving in China you still have to experience the headwinds in the Northwest and the plum rain in Jiangnan.

Temperature difference, altitude, road conditions, each item is a real test for the electric vehicle's three-electric system and thermal management.

More critically, the ones completing the journey were not special modified vehicles, but mass-produced vehicles available on the BYD market. All matrix of Dynasty, Ocean, Denza, Fang Cheng Bao, and Yangwang participated, without special reinforcement, without extra fuel tanks, even the charging ports remained in factory original condition.

More than 700 years ago, Marco Polo walked this road relying on camels' endurance and human stamina.

More than 700 years later, the team walked the same road relying on electricity in the batteries and charging stations along the way. The carrier changed, but the essence of this road connecting East and West has not changed.

02.How to Achieve 15,000 Kilometers Pure Electric Cross Silk Road?

An outsider looking at this trip, the first reaction is to ask if the range is enough.

This question placed in 2026 is actually no longer valid. Pure electric vehicles now generally achieve 600 km or more in CLTC range. Long-distance travel is not impossible, the real pain point has always been one—charging.

Especially abroad. Charging pile standards in Europe are not unified, operators are fragmented, in some parts of Central Asia even stable grids are a problem.

You drive an electric car departing from Rome, no matter how long the range, if you cannot find a reliable fast charging pile midway, it will break down.

BYD's solution is simple and rough: build it themselves.

After the team entered Uzbekistan, passing through the four ancient cities of Khiva, Bukhara, Samarkand, and Tashkent, there was a BYD exclusive flash charging station waiting at every stop.

Note this order, not the car team arrived and then looked for electricity everywhere, but the piles were secured before the car arrived, and then the car drove over.

These four cities are exactly the core nodes on the Silk Road in Central Asia. BYD pinned the flash charging piles in these places, both as a safety net for this trip and paving the way for long-term deep cultivation in the Central Asian market.

So, BYD dared to use pure electric vehicles to cross the Silk Road. The confidence to do so comes from BYD's Megawatt Flash Charge technology.

BYD's Megawatt Flash Charge is based on the Super e-Platform. Simply put, it is a middle school physics problem.

Power equals Voltage times Current. To charge fast, either increase current or raise voltage. Too large current causes wire harnesses to be bulky, severe heat generation, and high energy loss. So the industry consensus is to take the high-voltage route.

BYD directly pulled the voltage to 1000V, two and a half times the mainstream 400V platform, cooperating with 1000A maximum current and 10C charging rate, peak charging power reached 1000 kilowatts, which is one megawatt.

What is the concept of one megawatt, how fast can charging be? Official data says "in normal temperature, fully charged in 5 minutes, fully saturated in 9 minutes", meaning electricity from 10% to 70% takes only 5 minutes, from 10% to 97% takes only 9 minutes, averaging about two kilometers of range increase per second, charging for 5 minutes can supplement more than 400 kilometers.

Achieving this charging speed in technical engineering is not easy.

On one hand, battery internal resistance must be reduced. BYD cut internal resistance by about half by reconstructing ion channels, using still the second-generation Blade Battery, long structure for uniform heat dissipation. On the other hand, the charging gun must be light. Using conventional cables for over a thousand amperes current would be too heavy to lift, BYD used fully liquid-cooled terminals to control the gun cable to two kilograms.

Finally, Silicon Carbide power chips must be manufactured themselves. Electronic control, air conditioning, motors all unified to 1000V standard. No component could stay in the low-voltage zone dragging behind. This is a whole set of full-stack self-researched system, not gathered from buying a pile of supplier parts.

In August 2026, this Megawatt Flash Charge system received the German International Paul Pich Award. The award was founded by the European authoritative automotive media "Automotor & Sport". Established in 1989, now 37 years, BYD is the first Chinese enterprise to win. The jury believes it "is expected to push the adoption of pure electric vehicles from the root".

Domestic energy replenishment networks have also spread. As of the end of June this year, BYD has built 7,018 flash charging stations in 325 cities nationwide, grid-like coverage of urban areas, highways, and townships.

So you see, 15,000 kilometers run, on the surface the car is running, underneath is a pre-woven charging network supporting it.

Range is the car's capability, being able to charge is the system's capability.

03.Crossing 11 Countries Complex Road Conditions, Intelligent Driving Helped a Lot

Ten thousand plus kilometers of long-distance travel, human fatigue is unavoidable. Especially abroad, road signs unreadable, traffic regulations different, mountain roads and highways alternating, anyone cannot endure continuous driving for several days.

On this trip, BYD's God's Eye assisted driving system was basically online throughout.

Urban congestion road following car start-stop, long-distance highway automatic cruise maintaining distance, mountain tunnels recognizing lane lines and curves, continuous winding mountain roads decelerating in advance. These functions taken individually each item is not new, most 200,000 RMB level cars at home have them.

But what is new is the scenario—from Italian roundabouts to Turkish mountain roads, from Kazakh desert highways to domestic highway tunnels, traffic signs, driving habits, and road conditions of 11 countries are completely different. One system needs to adapt to all, this is an extreme test for the algorithm's generalization ability.

The trump card of God's Eye is data. According to official disclosure, BYD assisted driving system daily real driving data exceeds 210 million kilometers. These data flow back from mass-produced cars, after labeling and training then OTA pushed to users, forming a continuous evolution closed loop.

To be blunt, this system is not calculated by engineers in an office, it is driven out by millions of car owners on the road. The more road conditions seen, the more stable the handling of weird scenarios.

I have always felt, intelligent driving cannot be viewed from launch event demos. Demo videos are all selected. True persuasiveness lies in this long-distance real run, over forty days different countries different road conditions run without major issues, more useful than any spec sheet.

Of course assisted driving is ultimately assistance, driver's hand cannot leave the steering wheel, but it can cut down a large chunk of long-distance driving fatigue intensity, making ten thousand plus kilometers not turn into torment.

04.Driving Out is Not Just Cars, BYD is Under a Bigger Game

If only understanding this trip as a car long-term test, the perspective is too small.

You notice events happening along the way. The team arrived in Belgrade, Serbia, BYD Executive Vice President Li Ke accepted an "Award for Sustainable Development and Interconnectivity". The award giver was a local institute, this is not an enterprise awarding itself.

In Uzbekistan, the four flash charging stations are not temporary facilities, part of BYD's joint venture factory plan with local. Uzbekistan Q1 BYD sales volume 7,799 vehicles, year-on-year growth 93%, directly knocking Chevrolet which monopolized the local market for thirty years off the table.

Looking bigger. BYD's factories in Thailand, Brazil, Uzbekistan have entered production. Hungary Szeged factory invested 4 billion euros, started production in Q2 this year, Turkey factory also landed this year.

From whole vehicle manufacturing to charging network to local R&D and sales channels, it is not transporting cars over to sell and leave, but moving the whole industry chain over, hiring locally, building factories, paying taxes locally.

Sales figures also support. In the first half of this year, BYD sold 174,100 vehicles in Europe, year-on-year growth 145.5%, already surpassing Japanese brands like Nissan, Honda that cultivated Europe for many years. June single month exports to EU plus UK plus EFTA 54,000 vehicles. In UK, first half sold nearly 38,000 vehicles, surpassing Tesla, BMW, Volkswagen topping EV sales champion. Germany July single month sales 5,240 vehicles, year-on-year growth 365%. Overseas annual sales target from beginning of year 1.3 million vehicles up revised to 1.5 million vehicles.

These numbers placed three years ago are inconceivable. China's automotive exports in the past relied on low prices and volume, selling cheap cars to Southeast Asia, Middle East, Latin America. Now BYD sells products with Megawatt Flash Charge and high-level intelligent driving in Europe, prices not cheaper than Volkswagen, Toyota, still people pay. This Silk Road trip used wheels rolling over 11 countries, essentially making a real field endorsement for "Chinese Smart Manufacturing" four words.

Marco Polo brought Eastern product information back to Europe, relying on a pen.

BYD spreads China's electric vehicles and charging technology across Eurasian continent, relying on an entire industry chain.

05.Ancient Silk Road Spoke with Medicines, Silk, Porcelain, Tea, New Silk Road with What?

Return to the cultural line.

What circulated on the ancient Silk Road, was silk, porcelain, tea, medicinal herbs.

Interesting, almost at the same time, BYD's other team departed from Xi'an, following ancient path to Bozhou seeking medicinal herbs, to Jingdezhen fetching porcelain, to Hangzhou collecting silk, to Mount Wuyi picking tea leaves, taking the four legendary items "Medicines, Silk, Porcelain, and Tea" 33 days later to Shenzhen going overseas walked again.

These products in that year were hard currency, material carriers of Eastern civilization external output.

Then what is transported on the New Silk Road?

First stop after team entering was Xi'an. Chinese and foreign guests were invited into BYD Smart Manufacturing Base, from batteries to motors to electronic control full-link self-research looked through thoroughly.

Arriving Luoyang, Tang and Song family carrying people under Longmen Grottoes chatted about Silk Road culture.

Arriving Suzhou, Ocean series cars drove into water town alleys, echoing across with records of "Venice of the East" under Marco Polo's pen.

Arriving Shanghai, Denza representatives sat on the East-West dialogue table with Eastern New Luxury.

You see, Ancient Silk Road transported products, New Silk Road transports technology and standards. Three-electric system is technology, high-voltage charging architecture is standard, intelligent driving algorithm is ability, whole vehicle manufacturing system is strength.

These things like silk and porcelain are products a civilization most proud to present in specific era, only carrier changed from fine silks to chips and batteries.

Interesting is direction, Marco Polo walked from West to East, bringing Eastern prosperity back to Europe.

BYD's trip also walked from West to East, departing from Rome returning to Shenzhen, but cars made in China, technology developed in China, flash charging piles erected by Chinese brands on Central Asian land.

Same direction, the output entity is completely reversed.

Final Thoughts

43 days, 11 countries, 15,000 kilometers, full journey pure electric, mass-produced vehicles no modification. Wheels have replaced camel bells, on that ancient road rolled out a new wheel track, this event itself worthy of being remembered.

BYD revisiting the Silk Road proved pure electric vehicles crossing Eurasian continent technically completely feasible, and not that kind of feasible by gritting teeth to endure, but with flash charging network safety net, intelligent driving system sharing burden, full matrix models completed run with composure, proving China's automotive industry's three-electric technology and replenishment system already possessed confidence to accept testing under global most complex road conditions, injecting green new energy into traditional Silk Road.

Lebih 700 tahun yang lalu, seorang muda Venice meninggalkan rumah, mengikuti jalan kecil yang dibuat oleh kafilah unta ke arah timur, berjalan selama empat tahun untuk tiba di Shangdu.

Ucapannya di penjara kemudian menjadi titik permulaan Eropah membayangkan Timur.

Lebih 700 tahun kemudian, satu kumpulan kenderaan Cina berplak hijau bertolak dari Tanah Genting Apennine, arah berbeza, terus ke timur lagi ke timur, berhenti di tepi Teluk Shenzhen selepas 43 hari.

Jumlah keseluruhan 15000 kilometer, merentasi 11 negara, tidak membakar satu liter minyak.

Ini adalah 'Laluan Sutera Baru Marco Polo' BYD, kereta elektrik tulen untuk perjalanan jauh sudah bukan berita baru, tetapi itu berlaku di dalam negara.

Dari Rome ke Khorgos, di tengah-tengahnya terdapat jalan gunung Balkan, dataran tinggi Anatolia, padang pasir Asia Tengah, di mana stesen pengecasan di tempat-tempat tersebut? Bagaimana lebih 10 ribu kilometer ini dicas?

Memahami soalan ini sahlah dilihat makna di sebalik BYD menjejak semula Laluan Sutera.

01.Dari Rome ke Shenzhen, jalan ini telah diambil selama 700 tahun

Kita uruskan laluan ini dahulu.

Pada 13 Jun 2026, armada BYD bertolak dari Istana Orsini Taverna di Rome, Itali.

Istana ini sendiri adalah sisa keluarga perdagangan Timur-Barat 500 tahun lalu, memilih tempat ini sebagai permulaan, maksudnya tidak perlu dijelaskan.

Laluan seterusnya merentasi Croatia, Slovenia, Serbia, Bulgaria, Turki, Georgia, Azerbaijan, Kazakhstan, Uzbekistan, bersama-sama 10 negara luar negara, akhirnya masuk melalui pintu masuk Khorgos, Xinjiang, melalui Xi'an, Luoyang, Suzhou, Shanghai, berakhir di Shenzhen pada 25 Julai.

Kira-kira, 43 hari, 11 negara, 15000 kilometer.

Anda gambarkan laluan ini di peta, anda akan mendapati ia sangat bertindih dengan laluan utama Laluan Sutera lama.

Keluar dari Tanah Genting Apennine Eropah Selatan, merentasi Balkan, menyeberangi Selat Bosphorus masuk Asia, merentasi dataran tinggi Anatolia, menaiki Pergunungan Kaukasus, melalui feri Laut Kaspia sampai ke Asia Tengah, kemudian terus ke timur dari padang gersang Kazakhstan, sehingga ke Khorgos.

Ini bukan laluan yang direka untuk memandu sendiri, perbezaan topografi dan iklim di sepanjang jalan sangat jauh.

Bumi Mediterranean musim panas kering dan panas, pergunungan Balkan berkabus dan ber hujan, timur Turki melebihi 2000 meter ketinggian, jalan berliku Georgia bucu tajam dan curam, padang pasir Asia Tengah siang hari panas sampai cat kereta meleleh, malam pula menjadi sejuk, masuk negara juga perlu menghadapi angin barat laut dan hujan meiyu Jiangnan.

Perbezaan suhu, ketinggian, keadaan jalan, setiap perkara adalah ujian sebenar untuk sistem tiga elektrik dan pengurusan haba kereta elektrik.

Yang lebih penting, yang memandu keseluruhan laluan bukan kereta ubah suai khas, hanya kereta kitaran pasaran yang boleh dibeli di BYD, Dynasties, Ocean, Denza, Fang Cheng Bao, Yangwang semua matriks hadir, tiada penguatan khas, tiada tangki minyak tambahan, pun lubang pengecasan dalam keadaan kilang asal.

Marco Polo berjalan jalan ini 700 tahun dahulu, bergantung kepada ketahanan unta dan kekuatan kaki manusia.

Lebih 700 tahun kemudian pasukan berjalan jalan yang sama, bergantung kepada elektrik dalam bateri dan stesen pengecasan di sepanjang jalan. Pembawa berubah, tetapi hakikat jalan ini menghubungkan Timur dan Barat tidak berubah.

02.Merentasi Laluan Sutera elektrik tulen 15000 kilometer, bagaimana caranya?

Orang luar melihat perjalanan ini, reaksi pertama bertanya sama ada jangkauan cukup.

Soalan ini pada 2026 sebenarnya sudah tidak lagi sah, kini jangkauan CLTC kereta elektrik tulen secara普遍 mencapai lebih 600km, perjalanan jauh tidak boleh dilakukan, kesakitan sebenar dari asalnya hanya satu—pengecasan.

Terutama di luar negara. Standard stesen pengecasan Eropah tidak seragam, operator berpecah, sesetengah tempat Asia Tengah bahkan masalah bekalan grid yang stabil.

Anda memandu kereta elektrik dari Rome, walaupun jangkauan panjang, jika di tengah jalan tidak dapat mencari stesen pengecasan pantas yang boleh dipercayai, sama sahaja rosak.

Penyelesaian BYD ringkas kasar, membina sendiri.

Setelah pasukan masuk Uzbekistan, melalui empat bandar purba Khiva, Bukhara, Samarkand, Tashkent, setiap stesen ada stesen pengecas pantas eksklusif BYD menunggu.

Perhatikan susunan ini, bukan pasukan pergi mencari elektrik, tetapi stesen sudah stabil, kenderaan baru pergi.

Empat bandar ini tepat adalah nod Asia Tengah teras Laluan Sutera, BYD memukulkan stesen pengecas pantas di tempat ini, bukan sahaja untuk perjalanan ini, tetapi juga untuk jangka panjang mendalam pasaran Asia Tengah.

Oleh itu, BYD berani menggunakan kereta elektrik tulen merentasi Laluan Sutera, berani melakukan ini, kepercayaan diri datang dari teknologi pengecas pantas megawatt BYD.

Pengecasan pantas megawatt BYD berdasarkan Platform Super e, sebenarnya hanya satu soalan fizik sekolah menengah.

Kuat kuasa sama dengan U darab I, mahu pengecasan pantas, sama ada menambah arus atau menaikkan voltan. Arus terlalu besar akan menyebabkan kabel tebal dan berat, panas teruk, kehilangan tenaga tinggi, jadi konsensus industri adalah mengambil laluan voltan tinggi.

BYD terus menaikkan voltan ke 1000V, dua setengah kali platform 400V utama,配合 1000A arus maksimum dan 10C kadar pengecasan, kuasa puncak pengecasan mencapai 1000 kilowatt, iaitu satu megawatt.

Satu megawatt apa konsep, pengecasan boleh secepat mana? Data rasmi ialah "suhu biasa, 5 minit penuh, 9 minit penuh", iaitu jumlah bateri dari 10% ke 70% hanya menggunakan 5 minit, dari 10% ke 97% hanya 9 minit, dihitung kira-kira setiap saat menambah 2 kilometer jangkauan, pengecasan 5 minit boleh menambahkan lebih 400 kilometer.

Dalam kejuruteraan teknik merealisasikan kelajuan pengecasan ini tidak mudah.

Satu pihak rintangan dalaman bateri perlu diturun, BYD melalui mengkonstruksi semula laluan ion, rintangan dalaman dipotong kira-kira separuh, menggunakan masih Bateri Pisau kedua, struktur memanjang penyejukan seragam. Satu pihak lain penyemprot pengecasan masih perlu ringan, beribu-ribu arus jika menggunakan kabel biasa akan terlalu berat untuk diangkat, BYD menggunakan hujung penyejukan cecair sepenuhnya untuk mengekalkan kabel gun ke dua kilogram.

Akhirnya cip kuasa silikon karbida perlu dibuat sendiri, kawalan elektrik, pendingin udara, motor semua dibiarkan ke 1000V standard, tidak boleh ada mana bahagian masih tinggal di kawasan voltan rendah menambat kaki, ini satu sistem keseluruhan penyelidikan dan pembangunan sendiri, bukan beli banyak零部件 pembekal terkumpul.

Pada Ogos 2026, sistem pengecasan pantas megawatt ini mendapat Anugerah Paul Picci Antarabangsa Jerman, anugerah ini diasaskan oleh media automotorundsport yang berwibawa Eropah, ditubuhkan pada 1989 hingga kini 37 tahun, BYD adalah syarikat Cina pertama menang, juri beranggap ia "mampu mempromosi普及 kereta elektrik tulen dari punca".

Jaringan pengisian di dalam negara juga sudah dibuka. Sehingga hujung Jun tahun ini, BYD di seluruh negara 325 bandar telah membina 7018 stesen pengecas pantas, penutup grid bandar, lebuh raya dan pekan.

Oleh itu anda lihat, 15000 kilometer lari, kelihatan adalah kereta yang lari, di bawah adalah satu rangkaian pengecasan yang dijalin terlebih dahulu yang menopang.

Jangkauan adalah kebolehan kereta, boleh dicas listrik adalah kebolehan sistem.

03.Merentasi 11 negara keadaan jalan kompleks, pemanduan pintar membantu banyak

Lebih 10 ribu kilometer perjalanan jauh, keletihan manusia tidak boleh dielakkan. Terutama di luar negara, papan jalan tidak faham, peraturan trafik berbeza, gunung dan lebuh berselang-seli, memandu berturut-turut beberapa hari siapa pun tidak mampu tahan.

Dalam perjalanan ini, sistem pemanduan bantu Mata Dewa BYD secara asas adalah keadaan dalam talian sepanjang masa.

Jalan sesak bandar mengikut kereta mulai henti, lebuh raya perjalanan jauh mengawal kelajuan automatik mengekalkan jarak, dalam terowong gunung mengenal pasti garisan jalan dan tikungan, jalan berliku berturut-turut perlahan sebelum. Fungsi-fungsi ini jika diambil sendirian setiap satu tidak kira baru, di dalam negara kereta paras 200,000 yuan kebanyakan sudah ada.

Baru di sini adalah skenario—dari bulatan Itali ke jalan gunung Turki, dari jalan padang gersang Kazakhstan ke terowong lebuh raya di dalam negara, 11 negara tanda trafik, tabiat memandu, keadaan jalan sama sekali berbeza, satu sistem mesti sama semua disesuaikan, ini untuk kemampuan generalisasi algoritma adalah ujian ekstrem.

Rahsia asas Mata Dewa adalah data, menurut pengungkapan rasmi, sistem pemanduan bantu BYD data berjalan sebenar setiap hari lebih 210 juta kilometer, data ini dari kereta kitaran kembali, melalui penandaan dan latihan lagi OTA push ke pengguna, membentuk kitaran evolusi berterusan.

Sebut jelas, sistem ini bukan dihitung oleh jurutera di pejabat, adalah beberapa juta pemilik kereta yang lari di jalan. Melihat keadaan jalan semakin banyak, menghadapi skenario aneh semakin stabil.

Saya selalu rasa, sesuatu pemanduan pintar tidak boleh lihat demonstrasi pelancaran, video demonstrasi dipilih. Daya说服力 sebenar dalam perjalanan jauh ini, lebih 40 hari negara berbeza keadaan jalan berlari tanpa masalah besar, lebih berguna daripada sebarang jadual parameter.

Tentu pemanduan bantu akhirnya adalah bantuan, tangan pemandu tidak boleh keluar dari stereng, tetapi ia boleh mengurangi keletihan intensiti memandu perjalanan jauh, menjadikan 10 ribu kilometer jalan tidak jadi menjadi siksaan.

04.Yang dibuka bukan sahaja kereta, BYD sedang membuat permainan lebih besar

Jika hanya melihat perjalanan ini sebagai satu ujian kereta panjang,格局 yang kecil.

Anda perhatikan peristiwa yang berlaku di sepanjang jalan. Armada sampai Serbia Belgrade, EXCO BYD Li Ke menerima satu 'Anugerah Kelestarian dan Perhubung', penganjur adalah institusi tempatan, ini bukan syarikat yang menghukum sendiri.

Di Uzbekistan, empat stesen pengecas pantas bukan fasiliti sementara, adalah sebahagian daripada rancangan kilang bersama tempatan BYD. Uzbekistan tahun ini suku pertama penjualan BYD 7799 kenderaan, meningkat 93% tahun ke tahun, terus mendesak Chevrolet yang menguasai pasaran tempatan 30 tahun dari meja.

Dilihat lebih jauh. BYD di Thailand, Brazil, Uzbekistan kilang sudah bertolak, kilang Szeged Hungary melabur 4 bilion Euro, tahun ini suku kedua bermula bertolak, kilang Turki tahun ini juga turun.

Dari pembuatan kereta lengkap ke rangkaian pengecasan ke penyelidikan dan pembangunan tempatan dan saluran jualan, ia bukan hantar kereta pergi jual habis pergi, tetapi hantar seluruh rantaian industri pergi, di tempatan orang, membina kilang, membayar cukai.

Angka penjualan juga boleh dipegang, tahun ini setengah pertama BYD di Eropah menjual 174,100 kenderaan, meningkat 145.5% tahun ke tahun, sudah melebihi Nissan, Honda, jenama Jepun yang mendalam Eropah bertahun-tahun. Jun bulan tunggal ke EU ditambah UK ditambah Kesatuan Perdagangan Bebas Eropah mengeksport 54,000 kenderaan. Di UK, setengah pertama menjual hampir 38,000 kenderaan, melebihi Tesla, BMW, Volkswagen menduduki kejuaraan penjualan kereta elektrik. Jerman Julai bulan tunggal penjualan 5240 kenderaan, meningkat 365% tahun ke tahun. Sasaran penjualan tahunan luar negara dari permulaan tahun 130,000 kenderaan dinaikkan ke 150,000 kenderaan.

Angka-angka ini pada tiga tahun lalu tidak boleh difikirkan. Eksport kereta China dulu bergantung pada harga rendah untuk jumlah, ke Tenggara Asia, Timur Tengah, Amerika Latin menjual kereta murah. Sekarang BYD di Eropah menjual produk dengan pengecasan pantas megawatt dan pemanduan pintar aras tinggi, harga tidak lebih murah daripada Volkswagen, Toyota, masih ada yang beli. Perjalanan Laluan Sutera ini dengan roda menimpa 11 negara, secara hakikat adalah satu sandaran langsung untuk empat perkataan 'Pengilangan China'.

Marco Polo membawa maklumat produk Timur ke Eropah, bergantung kepada satu pen.

BYD menyebarkan kereta elektrik China dan teknologi pengecasan ke benua Eropasia, bergantung kepada satu rantaian industri.

05.Laluan Sutera lama bergantung pada ubat, porselin, sutera, teh berucap, Laluan Sutera baru bergantung apa?

Kembali ke garis budaya ini.

Apa yang beredar di Laluan Sutera lama, adalah sutera, porselin, teh, rempah herba.

Menarik, hampir pada masa yang sama, satu armada BYD yang lain bertolak dari Xi'an, mengikuti jalan kuno mencari rempah herba ke Bozhou, mengambil porselin ke Jingdezhen, mengumpulkan sutera ke Hangzhou, memanjat Gunung Wuyi untuk menuai teh, membawa 'ubatan, sutera, porselin, teh' empat warisan budaya 33 hari ke Shenzhen keluar laut sekali lagi berjalan.

Produk-produk ini pada tahun itu adalah mata wang keras, adalah pembawa fizikal输出 tamadun Timur.

Maka Laluan Sutera baru apa yang diangkut?

Setelah pasukan masuk negara, pertama sekali adalah Xi'an, tetamu luar dan dalam diundang masuk ke basis pembuatan pintar BYD, dari bateri ke motor ke kawalan semua laluan penyelidikan dan pembangunan melihat semua.

Ke Luoyang, keluarga Tang dan Song membawa orang berbincang budaya Laluan Sutera di bawah Gua Longmen.

Ke Suzhou, kereta rangkaian Ocean masuk ke gang jalan air, menyokong secara jauh dengan catatan 'Venice Timur' dalam penulisan Marco Polo.

Ke Shanghai, wakil Denza mewakili kemewahan baru Timur duduk di meja perbualan Timur-Barat.

Anda lihat, Laluan Sutera lama mengangkut produk, Laluan Sutera baru mengangkut teknologi dan standard. Sistem tiga elektris adalah teknologi, struktur pengecasan voltan tinggi adalah standard, algoritma pemanduan pintar adalah kemampuan, sistem pembuatan kereta lengkap adalah kekuatan.

Benda-benda ini seperti sutera porselin, adalah produk yang paling menonjol sebuah tamadun pada masa tertentu, hanya pembawa dari kain halus menjadi cip dan bateri.

Menarik adalah arah, Marco Polo dari Barat ke Timur, membawa kemakmuran Timur ke Eropah.

BYD perjalanan ini juga dari Barat ke Timur, dari Rome kembali ke Shenzhen, tetapi kereta dibuat China, teknologi direka China, stesen pengecasan cepat diletakkan di tanah Asia Tengah oleh jenama China.

Arah yang sama, subjektif output sepenuhnya sebaliknya.

Tulis di akhir

43 hari, 11 negara, 15000 kilometer, sepanjang masa elektrik tulen, kenderaan kitaran tiada ubah suai. Roda sudah menggantikan loceng unta, di jalan lama itu menimpa satu jalur kereta baru, kejadian sendiri patut diingat.

BYD menjejak semula Laluan Sutera, membuktikan kereta elektrik tulen merentasi benua Eropasia secara teknikal sepenuhnya boleh, dan bukan dari menahan keras那种 boleh, ada rangkaian pengecasan pantas menopang, ada sistem pemanduan pintar分担, semua matriks model lari dengan tenang, membuktikan teknologi tiga elektris dan sistem pengisian industri automobil China, sudah mempunyai kepercayaan diri untuk menerima ujian di bawah keadaan jalan paling kompleks di seluruh dunia, memberi tenaga hijau baru untuk Laluan Sutera tradisional.

Editor's Note: BYD sales achieved positive year-over-year growth for three consecutive months. The overall operation shows signs of recovery. Among them, the explosion in overseas markets has become the biggest highlight of BYD's development this year. However, at the same time, the situation where its domestic market sales declined by over 30% has not yet been reversed, and achieving comprehensive stability still faces multiple challenges.

Three Consecutive Sales Increases, Recovery Signals Emerge

On August 1, BYD released the latest production and sales data. July sales reached 419,000 units, a year-over-year increase of 21.8%, achieving positive year-over-year growth for the third consecutive month.

In May, BYD sales were 383,000 units, a slight year-over-year increase of only 0.2%. June sales were 403,000 units, with the year-over-year increase expanding to 5.4%, and July's year-over-year growth rate increased to 21.8%. The significant expansion of single-month increments shows that the strength of BYD's recovery has strengthened month by month. Before this three-month consecutive year-over-year growth trend appeared, BYD experienced continuous year-over-year deep decline. The industry growth leader fell into a continuous period of deceleration.

From September 2025 to April 2026, BYD experienced an 8-month cycle of consecutive year-over-year declines in overall vehicle sales. In January, February, March, and April this year, BYD's overall vehicle sales dropped significantly with two-digit figures for four consecutive months. Among them, January sales dropped 30.67% year-over-year, February's year-over-year drop widened to 36%, March year-over-year declined 30.13%, and April's year-over-year drop narrowed but still remained in the two-digit decline range at 26.17%.

The eight consecutive year-over-year declines for BYD were caused by the resonance of multiple factors: The expiration of new energy vehicle purchase tax incentives at the end of 2025 caused a large amount of car buying demand to be prepaid into the fourth quarter; Since 2026, the policy of halving the purchase tax was implemented, causing market purchasing power to contract in phases at the beginning of the year; At the same time, the competition in the domestic new energy market has fully upgraded, and competitor hybrid and pure electric new products were launched centrally, eroding BYD's market share, and overseas local production capacity has not been fully released.

With the market performance recovery starting in May, BYD officially bid farewell to the low-level market trend of continuous multiple-month year-over-year decline. The repair effect of cumulative sales for the year also appeared synchronously. Data shows that from January to July 2026, BYD's cumulative overall vehicle sales reached 2.22 million units, with the year-over-year decline narrowing to 10.5%. Compared to the significant decline of around 30% in the first quarter, the overall operating pressure has been significantly alleviated.

However, looking at the sales structure, the growth momentum of this round of BYD recovery is not balanced. Its overseas markets contributed the main increments. The performance in the domestic market has not yet walked out of the downward channel. The overall recovery shows a differentiated pattern of 'strong abroad, weak domestically'. The recovery in growth rate is largely due to the explosive growth of overseas businesses supporting it. The domestic basic floor has not yet returned to the positive growth track. The foundation of recovery still needs to be further solidified.

Overseas Supports Growth, Domestic Still Faces Pressure

The overseas market is the core engine for this round of BYD sales recovery. Official data shows that in July alone, BYD's overseas market contributed about 180,000 units of sales, a year-over-year increase of 125%. From January to July this year, BYD's cumulative export sales reached 970,000 units, a significant year-over-year increase of 76.1%. The proportion of overseas sales in total sales continued to increase, rising from 22% year-on-year at the same period last year to the current 43%.

According to the current progress, BYD's original overseas target of 1.6 million units has completed 64%. The remaining 5 months with a monthly average overseas sales of 126,000 units can achieve the target. Under this trend, BYD has already given a higher expectation than 1.6 million units. Previously, BYD Chairman Wang Chuanfu stated, 'The overseas sales target set for 2026 at the beginning of the year was 1.5 million units. Now it is expected that it will exceed this target.'

The high-speed growth of BYD's overseas business is the concentrated realization of its long-term global layout over the past two years. In recent years, BYD has accelerated the implementation of global production capacity, successively building whole vehicle manufacturing bases in many places such as Thailand, Brazil, Hungary, etc. Localized production not only avoids tariff barriers but also better fits the consumption demands and policy rules of local markets. On the product level, BYD has also laid out dual technology routes for pure electric and plug-in hybrid. Vehicle models cover entry-level commuting, home commuting to multiple levels of mid-to-high-end, which can adapt to consumption levels of different markets such as Southeast Asia, Latin America, and Europe.

However, what needs to be paid attention to is that, in sharp contrast to the high growth overseas, the weak state of the domestic market has not been fundamentally reversed. Apart from BYD's overseas sector, from January to July this year, BYD's domestic cumulative sales were about 1.25 million units, a year-over-year decline of 35.5%. July domestic sales were 239,000 units, a year-over-year decline of 9.4%. Although the decline narrowed compared to before, it has not yet returned to the positive growth track.

The pressure in the domestic market mainly stems from the continuous intensification of industry competition. Over the past two years, independent car companies have fully turned to new energy. New products in the hybrid and pure electric tracks were launched intensively. Price wars ran through the full price range of 100,000 to 300,000. BYD's previously established cost and cost-performance advantages based on vertical integration were gradually diluted. At the same time, the main models of the Dynasty series entered the middle-to-late stage of the product lifecycle, and product attractiveness decreased;

Including the slow implementation pace in the field of intelligence compared to leading competitors. The insufficient popularity of high-level intelligent driving also affected the brand's competitiveness in the mid-to-high-end market to a certain extent.

Stabilization Still Awaits Breakthrough on Domestic and International Lines

For BYD, although the high growth in the overseas market is able to support the overall sales volume, the domestic market, as the core basic floor of the brand, still needs stable market performance. Currently, the domestic new energy market has entered the stage of stock competition. For BYD to hold the share of the mainstream home market, it faces dual squeezing from new forces and traditional car companies, and operating pressure remains significant.

Facing the challenges in the domestic market, BYD has launched multi-dimensional adjustments to break through the situation.

On the product end, the main models of the Dynasty series will usher in replacement modifications one after another. Including products such as 'Tang, Han' have been launched into the market or are waiting to be launched, reactivating terminal attraction; On the intelligence level, BYD is accelerating the implementation and popularity of high-level intelligent driving systems, making up for intelligence shortcomings, and narrowing the experience gap with leading competitors. On the brand matrix side, relying on the three high-end brands of Denza, Fang Cheng Bao, and Yang Wang to continue to exert force, covering the 200,000 to 1 million level market, pulling up brand premium ability, and getting rid of the low-end price involution.

Overall, the positive signals in BYD's adjustment process are the year-over-year growth for the past three consecutive months, marking that BYD has passed the previous downward cycle, but it does not mean that BYD has comprehensively stabilized.

Especially the overseas market it currently relies on, growth is not without risks either. Trade protectionism is rising in many places globally. Tariff policies and localized access rules may change. Global traditional car companies are also accelerating electrification transformation. Competition between local brands and other multinational car companies will gradually intensify. Superimposed with uncertainty factors such as exchange rate fluctuations, whether BYD's high growth rate in overseas sales can be maintained long-term still has many uncertainties.

This actually means that for BYD's true stabilization and recovery, it is inseparable from substantial recovery in the domestic sector as support. Subsequently, with the implementation of new product iterations and intelligent upgrades, whether BYD can re-activate domestic terminal demand and finally achieve balanced development of domestic and foreign markets will be the core indicator to observe whether BYD can continue to lead the market in the future after standing on the height of scale.

Nota Editor: Pengantar: Jualan BYD mencapai pertumbuhan positif secara tahunan selama tiga bulan berturut-turut, lari keseluruhan menunjukkan tanda-tanda pemulihan, di mana letupan di luar negara, telah menjadi pencapaian terbesar untuk pertumbuhan BYD tahun ini, namun pada masa yang sama, situasi penjualan pasaran dalam negara turun lebih 30% belum dipulihkan, stabil sepenuhnya masih menghadapi pelbagai cabaran.

Penjualan meningkat tiga kali berturut-turut, tanda pemulihan mula muncul

1 Ogos, BYD merilis data pengeluaran dan penjualan terkini, jualan Julai mencapai 419,000 unit, pertumbuhan 21.8% secara tahunan, mencapai pertumbuhan positif secara tahunan untuk bulan ketiga berturut-turut.

Bulan Mei, jualan BYD 383,000 unit, secara tahunan hanya meningkat sedikit 0.2%, jualan Jun 403,000 unit, peningkatan tahunan meningkat ke 5.4%, sehingga Julai kadar pertumbuhan tahunan dinaikkan ke 21.8%. Peningkatan signifikan dalam jualan bulanan, menunjukkan kekuatan pemulihan BYD semakin kuat setiap bulan. Sebelum trend pertumbuhan berturut-turut tiga bulan kali ini muncul, BYD terus mengalami penurunan dalam secara tahunan, pemimpin pertumbuhan industri mengalami kitaran kehilangan momentum berturut-turut.

Dari September 2025 hingga April 2026, BYD mengalami kitaran penjualan kenderaan utuh menurun secara tahunan selama 8 bulan. Januari, Februari, Mac, April tahun ini, penjualan kenderaan utuh BYD menurun besar secara dua digit berturut-turut, di mana jualan Januari menurun 30.67% secara tahunan, Februari penurunan meluas ke 36%, Mac menurun 30.13% secara tahunan, April kadar penurunan menyempit tetapi masih menurun dua digit iaitu 26.17% secara tahunan.

Penurunan BYD secara tahunan lapan kali berturut-turut, disebabkan oleh pelbagai faktor yang beresonans: akhir tahun 2025 insentif cukai pembelian kenderaan tenaga baharu tamat tempoh, banyak keperluan pembelian kenderaan digunakan secara awal sehingga suku keempat; dari tahun 2026 dasar cukai pembelian dikurangkan separuh dilaksanakan, kuasa beli pasaran permulaan tahun merosot secara berperingkat; pada masa yang sama, persaingan pasaran tenaga baharu domestik sudah meningkat sepenuhnya, kenderaan baharu pesaing hibrid, elektrik terancang dilancarkan secara terkumpul memakan bahagian pasaran BYD, kapasiti pengeluaran tempatan luar negara belum sepenuhnya dikeluarkan.

Bersama prestasi pasaran dari Mei mula kembali memanas, BYD secara rasmi berpisah dari trend merosot yang menurun secara tahunan selama beberapa bulan, kesan pemulihan jualan terkumpul sepanjang tahun juga mula kelihatan. Data menunjukkan, Januari-Julai 2026, jualan terkumpul kenderaan utuh BYD mencapai 2.22 juta unit, kadar penurunan tahunan menyempit ke 10.5%, bandingkan suku pertama yang turun sekitar 30%, tekanan operasi keseluruhan dengan jelas dipermudah.

Walau bagaimanapun, dari struktur jualan, tenaga pertumbuhan pemulihan BYD kali ini tidak seimbang, bahagian luar negara menyumbang peningkatan utama, prestasi pasaran domestik masih belum keluar daripada laluan penurunan, pemulihan keseluruhan menunjukkan corak pembezaan "luar kuat dalam lemah". Kadar pertumbuhan meningkat lebih kerana letupan perniagaan luar negara menyangga, asas domestik masih belum kembali ke lorong pertumbuhan positif, asas pemulihan masih perlu diperkukuh.

Luar Negara Menyangga Pertumbuhan, Dalam Negara Masih Menanggung Tekanan

Pasaran luar negara adalah enjin utama pemulihan jualan BYD kali ini. Data rasmi menunjukkan, bulan Julai, bahagian luar negara BYD menyumbang sekitar 180,000 unit jualan, peningkatan 125% secara tahunan, Januari-Julai tahun ini, jualan eksport terkumpul BYD mencapai 970,000 unit, peningkatan besar 76.1% secara tahunan, nisbah jualan luar negara dalam jumlah jualan terus meningkat, dari 22% masa yang sama tahun lepas, sudah naik ke 43% kini.

Berdasarkan kemajuan semasa, matlamat 1.6 juta unit luar negara yang ditetapkan BYD sudah selesai 64%, baki 5 bulan purata bulanan jualan luar negara mencapai 126,000 unit dapat capai matlamat. Di bawah trend ini, BYD sudah memberi jangkaan yang lebih tinggi daripada 1.6 juta unit, sebelum ini Presiden Papan Pengarah BYD Wang Chuanfu menyatakan, "Matlamat jualan luar negara ditetapkan pada permulaan tahun 2026 iaitu 1.5 juta unit, sekarang jangkaan sepatutnya akan melebihi matlamat ini."

Pertumbuhan pesat perniagaan luar negara BYD adalah wujud sepenuhnya daripada rangkaian globalisasi jangka panjang dua tahun kebelakangan ini. Belakangan ini BYD mempercepat lokasi kapasiti pengeluaran global, secara berurutan membina pangkalan pembuatan kenderaan di pelbagai tempat seperti Thailand, Brazil, Hungary, pengeluaran tempatan mengelak halangan tarif, dan lebih sesuai dengan keperluan pengguna pasaran tempatan dan peraturan dasar. Di aras produk, BYD serentak menyusun jalur teknologi elektrik, hibrid kedua-duanya, model model merangkumi pergerakan asas, perjalanan rumah tangga sehingga pelbagai aras sederhana hingga tinggi, boleh menyesuaikan aras pengguna pasaran Asia Tenggara, Amerika Latin, Eropah berbeza.

Akan tetapi, perlu diambil perhatian, dengan perbezaan nyata pertumbuhan tinggi luar negara, trend lesu pasaran domestik belum dipulihkan sepenuhnya. Selain bahagian luar negara BYD, Januari-Julai tahun ini, jualan terkumpul domestik BYD sekitar 1.25 juta unit, menurun 35.5% secara tahunan; Julai jualan domestik 239,000 unit, menurun 9.4% secara tahunan, walaupun penurunan lebih kecil berbanding sebelum ini, tetapi masih belum kembali ke lorong pertumbuhan positif.

Domestik menanggung tekanan, terutamanya dari persaingan industri terus memuncak. Dua tahun kebelakangan ini syarikat automotif tempatan sepenuhnya menjadi tenaga baharu, kenderaan baharu kategori hibrid, elektrik dilancarkan padat, perang harga meliputi julat harga 100,000 - 300,000, kelebihan kos dan harga BYD sebelum ini berasaskan integrasi menegak secara beransur-ansur tercernir. Pada masa yang sama, model utama Siri Dinasti memasuki kitaran hidup sederhana hingga akhir, daya tarikan produk berkurang;

Termasuk bidang kecerdasan irama pelaksanaan lebih perlahan daripada pesaing teratas,普及 pemanduan pintar tahap tinggi tidak mencukupi, juga pada satu peringkat tertentu mempengaruhi keberdayaan merek di pasaran sederhana hingga tinggi.

Stabil Masih Perlu Pecah Masalah Dua Laluan Dalam dan Luar

Bagi BYD, walaupun pertumbuhan tinggi luar negara, sudah boleh menyangga skala jualan keseluruhan, tetapi pasaran domestik sebagai asas utama merek, masih memerlukan prestasi pasaran stabil. Pada masa ini, pasaran tenaga baharu domestik sudah memasuki peringkat persaingan stok tetap, BYD perlu menjaga bahagian pasaran rumah tangga utama, menghadapi penindasan berganda pemain baharu dan syarikat automotif tradisional, tekanan operasi masih signifikan.

Men面对 cabaran pasaran domestik, BYD sudah memulakan pelarasan pelbagai dimensi untuk memecahkan masalah.

Di aras produk, model utama Siri Dinasti akan secara beransur-ansur mengalami pelarasan model baharu, termasuk "Dinasti Tang, Dinasti Han" dan produk lain sudah dilancarkan ke pasaran atau menunggu dilancarkan, mengaktif semula daya tarikan kaunter; di aras kecerdasan, BYD sedang mempercepat pelaksanaan dan普及 sistem pemanduan pintar tahap tinggi, melengkap kekurangan kecerdasan, mengecilkan jurang pengalaman dengan pesaing teratas. Di aras matriks merek, lebih mengandalkan Denza, Fangchengbao, Yangwang tiga merek premium untuk terus berdaya, merangkumi julat 200,000 hingga sejuta, meningkatkan keupayaan premium merek,摆脱 perang harga kelas rendah.

Secara keseluruhan, pertumbuhan positif tiga bulan berturut-turut lepas adalah isyarat positif dalam proses pelarasan BYD, menandakan BYD sudah melalui kitaran penurunan sebelum ini, tetapi tidak bermaksud BYD sudah stabil sepenuhnya.

Terutamanya pasaran luar negara yang diandalkannya pada masa ini, pertumbuhan juga tidak tanpa risiko. Banyak tempat di dunia pelindungan perdagangan bangkit, dasar tarif, peraturan akses tempatan ada kebarangkalian berubah; syarikat automotif tradisional global juga mempercepat transformasi elektrik, persaingan merek tempatan dan syarikat automotif antarabangsa lain akan semakin ketara, ditambah ketidakpastian seperti kegelisahan kadar tukaran, membuatkan sama ada kadar pertumbuhan tinggi jualan BYD di luar negara boleh mengekalkan jangka masa panjang masih ada banyak ketidakpastian.

Inilah sebenarnya bermaksud pemulihan sebenar BYD, masih tidak terlepas sokongan daripada pemulihan sebenar bahagian domestik. Seterusnya bersama pembaharuan produk dan pelaksanaan peningkatan kecerdasan, sama ada BYD boleh mengaktifkan semula permintaan kaunter domestik, akhirnya mencapai pembangunans seimbang pasaran dalam dan luar negara, akan menjadi metrik teras untuk meninjau sama ada selepas BYD sampai ke ketinggian skala, masa depan boleh memimpin pasaran secara berterusan.

The 2026 Fortune Global 500 list was released. BYD appeared on the list for the 5th consecutive year, ranking 91st, and firmly secured its place in the global top 100. In 2025, the company's revenue was 804 billion yuan, net profit was 32.6 billion yuan, and new energy vehicle sales reached 4.6 million vehicles, consecutively winning the sales champion title in the global and Chinese markets; cumulative sales in the first half of 2026 exceeded 1.8 million vehicles, and July welcomed the rollout of the 17 millionth new energy vehicle, becoming the first automaker to reach this milestone.

Adhering to "Technology is King, Innovation is Foundation" is BYD's core competitiveness. R&D investment in 2025 was 63.4 billion yuan, ranking first among A-share listed companies for two consecutive years, with cumulative R&D investment exceeding 250 billion yuan. In March this year, the second-generation Blade Battery and Flash Charge technology were released. By the end of the year, plans are to build 20,000 domestic Flash Charge stations and deploy 6,000 overseas Flash Charge stations; in May, the Laser-assisted version of "God's Eye B" auxiliary driving, compatible with the entire series, was launched, ushering in an era of city navigation for everyone.

In terms of global layout, BYD has established a pattern of "leading in Latin America, breaking through in Europe, and blooming in multiple points across Asia-Pacific", with business covering 121 countries and regions. Overseas sales exceeded 1 million vehicles in 2025, and over 780,000 in the first half of 2026. This year marks the inauguration of Brazil SkyRail and the second anniversary of the Thailand factory's production, entering a new stage of high-quality globalization. At the same time, BYD's practices in carbon emission reduction, education and charity, and other fields also demonstrate the enterprise's social responsibility commitment.#Global Benchmark Enterprise for New Energy Vehicles#

Senarai Fortune Global 500 tahun 2026 telah diumumkan, BYD menyertai senarai selama 5 tahun berturut-turut, menduduki tempat ke-91, mengukuhkan kedudukan dalam kalangan 100 teratas global. Pendapatan syarikat pada tahun 2025 ialah 804 bilion yuan, keuntungan bersih 32.6 bilion yuan, jualan kenderaan elektrik 4.6 juta unit, menjuarai jualan di pasaran global dan China; setengah tahun pertama 2026 kumulatif jualan melebihi 1.8 juta unit, bulan Julai malah menerima pengeluaran kenderaan elektrik ke-17 juta, menjadi syarikat automotif pertama mencapai tonggak ini.

Berpegang pada "Teknologi adalah raja, inovasi adalah asas" adalah daya saing teras BYD. Pada tahun 2025, perbelanjaan penyelidikan dan pembangunan ialah 63.4 bilion yuan, menduduki tempat pertama di antara syarikat tersenarai saham A selama dua tahun berturut-turut, jumlah perbelanjaan penyelidikan dan pembangunan telah melampaui 250 bilion yuan. Pada Mac tahun ini melancarkan Bateri Pisau Generasi Kedua dan teknologi cas pantas, pada akhir tahun merancang membina 20,000 stesen cas pantas domestik, merancang 6,000 stesen cas pantas luar negara; pada Mei melancarkan Mata Dewa B Bantuan Memandu Laser yang boleh dimuatkan pada keseluruhan model, membuka zaman pemanduan bandar untuk semua orang.

Dari segi pelan globalisasi, BYD telah membentuk corak "Amerika Latin memimpin, Eropah terobosan, Asia Pasifik mekar di banyak titik", bidang usaha meliputi 121 negara dan wilayah. Pada tahun 2025 jualan luar negara melebihi 1 juta unit, setengah tahun pertama 2026 melebihi 780,000 unit, tahun ini laluan awan Brazil dibuka, kilang Thailand mencapai ulang tahun kedua pengeluaran, sedang melangkah ke peringkat baharu globalisasi berkualiti tinggi. Pada masa yang sama, amalan BYD dalam bidang pengurangan karbon, pendidikan dan kebajikan, juga menunjukkan tanggungjawab sosial syarikat.#Syarikat Rujukan Kenderaan Elektrik Global#

【Auto Market Expert】BYD sold 419,211 units in July, a year-on-year increase of 21.76%. Cumulative sales from January to July reached 2,227,722 units.

Total volume hit a new high again. Structural changes are more noteworthy than total volume: Overseas markets are becoming the largest growth engine, while the domestic market is shifting from rapid expansion to refined cultivation.

Breakdown of Four Brands

Dynasty + Ocean: 350,178 units. Absolute mainstay, accounting for over 80%. Qin, Song, Dolphin, Seagull have secured a solid share in the 100,000-200,000 RMB range. With a massive base, the growth rate naturally slowed—this is a stage any major product goes through after maturation. More importantly, the foundation remains solid, and competitive barriers stay firm.

Fang Cheng Bao: 41,213 units, a year-on-year increase of 190.6%, and a month-on-month increase of 15.7%. Fastest growth rate within BYD. Leopard 5 and Leopard 8 Super Fast Charging versions established themselves in the 300,000-500,000 RMB range, indicating that premiumization is not about stacking specs to compete on price, but about product strength. What does monthly sales of 40,000+ mean in the market above 300,000? NIO's main brand monthly sales are about 10,000, Li Auto about 30,000—Fang Cheng Bao achieved the combined volume of both with just one brand.

Denza: 19,196 units, a year-on-year increase of 68.8%. D9 firmly holds the top spot in MPV sales, Z9GT contributes steadily in the coupe market. Z9S started pre-sales today; after adding the sedan line, the product matrix is more complete.

Yangwang: 485 units. Nearly 500 units sold monthly at the million-level price point, comparable to Mercedes-Benz S-Class, BMW 7 Series. Yangwang is not about volume; it is a technology flagship, endorsing brand upward movement.

Overseas: 180,000 units, growth rate 124%

Overseas sales in July reached 179,841 units, a year-on-year increase of 124.3%. Cumulative overseas sales from January to July were 969,208 units; the full year is likely to exceed 1.5 million units.

It's not just numbers rising; the model is upgrading too. The Thailand factory with an annual capacity of 150,000 units is already in production, the Brazil factory is under construction, and the Uzbekistan factory is operational—from exporting complete vehicles to local manufacturing, this step determines whether overseas growth can continue. In overseas markets, BYD is not just selling cars; it is building factories, channels, and brand awareness.

Global car sales in July were about 7 million units, with BYD accounting for around 6%. There is huge room for improvement overseas—not a one or two-year matter, but a ten to twenty-year growth track.

Domestic: From Conquering Territory to Refined Cultivation

July domestic sales were about 240,000 units. Behind this number is the new normal for the domestic new energy vehicle market—penetration rate has exceeded 60%, the high-growth dividend period is transitioning to a stock competition period.

For BYD, this is not a challenge, but an industry rule. The market share in the 100,000-200,000 RMB range is already high, and marginal expansion space naturally narrows. The domestic strategy is also adjusting: not pursuing further significant share increases, but securing the foundation through new products (Qin MAX, Seal 08) and new technologies (Second-generation Blade Battery, Super Fast Charging), while allocating more resources to overseas markets and premiumization.

Simply put: domestically shifting from grabbing territory to holding ground, overseas shifting from testing waters to aggressive offense.

What Stage is BYD in Now

Three stages are becoming clearer.

Stage 1 "Domestic Competition King" (2021-2023): Blade Battery and DM-i swept the 100,000-200,000 RMB market. Stage 2 "Brand Upward" (2024-2025): Denza, Fang Cheng Bao, Yangwang targeting the premium sector, basically completed. Stage 3 "Global Expansion" (2026-Present): Overseas share rises rapidly, moving from "Chinese BYD" to "World BYD".

Fang Cheng Bao monthly sales broke 40,000, overseas monthly sales approached 180,000—these numbers were unthinkable a year ago. Stage 2 is concluding, Stage 3 is accelerating.

Next highlight: When will overseas monthly sales exceed domestic? With the current growth rate difference, this might be seen in the fourth quarter of this year.

[Pakar Automotif] Jualan BYD pada Julai mencecah 419,211 unit, pertumbuhan tahun ke tahun 21.76%. Jumlah terkumpul Januari hingga Julai 2,227,722 unit.

Jumlah keseluruhan kembali mencapai rekod tinggi. Perubahan struktur lebih menarik perhatian daripada jumlah keseluruhan: Luar negara kini menjadi enjin pertumbuhan terbesar, dalam negara beralih daripada pengembangan pesat kepada pengurusan teliti.

Analisis Empat Merek

Dinasti + Lautan: 350,178 unit. Kekuatan mutlak, perkadaran melebihi 80%. Qin, Song, Dolphin, Seagull telah menguasai bahagian yang kukuh dalam julat 100,000-200,000. Asas yang besar, kadar pertumbuhan secara semula jadi melambat — ini adalah fasa yang dilalui oleh mana-mana produk utama selepas matang. Lebih penting, asas utama tidak longgar, halangan persaingan masih kukuh.

Fang Cheng Bao: 41,213 unit, pertumbuhan YoY 190.6%, pertumbuhan MoM 15.7%. Kadar pertumbuhan paling cepat di dalam BYD. Leopard 5 dan Leopard 8 versi cas pantas telah berdiri kukuh dalam julat 300,000-500,000, menunjukkan pengiktirafan bukan bergantung pada menimbun spesifikasi bersaing harga, tetapi bergantung pada kekuatan produk untuk bercakap. Konsep apa jualan bulanan 40,000+ dalam pasaran di atas 300,000? Brand utama Nio jualan bulanan kira-kira 10,000, Li Auto kira-kira 30,000 — satu merek Fang Cheng Bao telah mencapai tahap gabungan kedua-duanya.

Denza: 19,196 unit, pertumbuhan YoY 68.8%. D9 memegang puncak jualan MPV dengan stabil, Z9GT memberikan sumbangan stabil dalam pasaran coupe. Z9S membuka pra-pemilihan hari ini, selepas melengkapkan barisan sedan, matriks produk lebih lengkap.

Yangwang: 485 unit. Jualan bulanan tahap satu juta hampir 500 unit, sama tahap dengan Mercedes-Benz Kelas S, BMW Siri 7. Yangwang bukan untuk volume jualan, ialah teknologi bendera, untuk menyokong pengiktirafan merek ke atas.

Luar negara: 180,000 unit, kadar pertumbuhan 124%

Julai jualan luar negara 179,841 unit, pertumbuhan YoY 124.3%. Jumlah terkumpul luar negara Januari hingga Julai 969,208 unit, sepanjang tahun besar kemungkinan mencapai lebih daripada 1.5 juta unit.

Bukan sahaja nombor yang meningkat, mod juga sedang bertingkat naik. Kilang Thailand kapasiti 150,000 unit setahun telah dilancarkan, kilang Brazil sedang dalam pembinaan, kilang Uzbekistan telah dimasukkan ke dalam operasi — dari eksport kereta lengkap ke pembuatan tempatan, langkah ini menentukan sama ada kadar pertumbuhan luar negara boleh berterusan. BYD di luar negara bukan sahaja menjual kereta, tetapi membina kilang, membina saluran, membina kesedaran merek.

Julai jualan kereta global kira-kira 7 juta unit, BYD mengambil kira-kira 6%. Ruang peningkatan di luar negara amat besar — bukan urusan satu atau dua tahun, ialah laluan pertumbuhan selama sepuluh hingga dua puluh tahun.

Dalam negara: Dari menakluk tanah kepada pengurusan teliti

Jualan dalam negara Julai kira-kira 240,000 unit. Angka ini di sebalik ialah keadaan baharu pasaran automotif tenaga baharu dalam negara — kadar penembusan telah memecahkan 60%, tempoh bonus pertumbuhan pesat sedang beralih kepada tempoh persaingan stok.

Bagi BYD, ini bukan cabaran, ialah peraturan industri. Perkadaran pasaran dalam julat 100,000-200,000 sudah sangat tinggi, ruang pengembangan marginal secara semula jadi mengecil. Strategi dalam negara juga sedang diubah suai: bukan mengejar untuk terus meningkatkan perkadaran dengan ketara, tetapi dengan produk baharu (Qin MAX, Seal 08) dan teknologi baharu (Generasi kedua bateri pisau, cas pantas) mempertahankan asas utama, pada masa yang sama lebih banyak sumber diarahkan ke luar negara dan pengiktirafan.

Ringkasnya: dalam negara beralih daripada rebut tanah ke mempertahankan tapak, luar negara beralih daripada uji air ke serangan hebat.

Apa fasa BYD sekarang

Tiga fasa semakin jelas.

Fasa Pertama "Raja Persaingan Dalam Negeri" (2021-2023): Bateri pisau dan DM-i merampas pasaran 100,000-200,000. Fasa Kedua "Pengiktirafan Merek ke Atas" (2024-2025): Denza, Fang Cheng Bao, Yangwang mengejar pasaran premium, sudah hampir selesai. Fasa Ketiga "Pengembangan Global" (2026-Kini): perkadaran luar negara meningkat dengan cepat, dari "BYD China" ke "BYD Dunia".

Fang Cheng Bao jualan bulanan pecah 40,000, luar negara jualan bulanan menghampiri 180,000 — kedua-dua angka ini satu tahun lalu tidak berani difikirkan. Fasa Kedua berakhir, Fasa Ketiga sedang dipercepat.

Perhatian seterusnya: Bilakah jualan bulanan luar negara melebihi dalam negara? Dengan perbezaan kadar pertumbuhan semasa, Suku Keempat tahun ini mungkin akan kelihatan.