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.

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.