BYD reported higher new energy vehicle (NEV) wholesale sales in June, marking its second consecutive month of year-on-year growth as overseas demand continued to offset weaker domestic sales and production constraints eased.
The Chinese automaker sold 403,472 NEVs during the month, an increase of 5.46% from a year earlier and 5.22% higher than May’s total of 383,453 units.
Overseas Markets Drive Sales Growth
International markets remained BYD’s strongest growth engine in June.
The company delivered a record 175,349 vehicles overseas, representing a 94.73% increase year over year and a 9.15% rise from the previous month. Overseas sales accounted for 43.46% of BYD’s total monthly NEV deliveries.
Domestic demand remained under pressure, however, with sales in China totaling 228,123 vehicles, down 22.02% from June 2025, although slightly higher than the previous month.
Plug-in Hybrids Outperform Battery EVs
Passenger vehicle sales reached 397,292 units in June, increasing 5.21% year over year.
Battery-electric vehicle (BEV) deliveries totaled 201,472 units, declining 2.62% from a year earlier but edging up 1.41% compared with May.
Plug-in hybrid electric vehicle (PHEV) sales showed stronger momentum, rising 14.69% year over year to 195,820 units and increasing 9.82% month over month.
The commercial vehicle business also continued to expand, with sales climbing 24.67% year over year to 6,180 units.
Second-Quarter Recovery Continues
BYD sold 1.11 million NEVs during the second quarter, representing a 58.19% increase from the first quarter, although quarterly sales remained 3.24% below the same period last year.
Overseas deliveries reached 471,091 units during the quarter, up 82.46% year over year, while domestic demand continued to weigh on overall performance.
For the first six months of 2026, BYD delivered 1.81 million NEVs, down 15.72% compared with the first half of 2025.
International markets remained a bright spot, with first-half overseas sales surging 70.65% to 792,256 vehicles, accounting for nearly 44% of total deliveries. Domestic sales, by contrast, declined 39.57% year over year to just over one million units.
Production Transition Nears Completion
The recent improvement in deliveries comes as BYD moves beyond production disruptions linked to its battery technology transition.
The company has been upgrading manufacturing lines to support its second-generation Blade Battery equipped with flash-charging technology, a process that temporarily constrained output and extended delivery times for several key models.
As production upgrades near completion, manufacturing capacity has improved, supporting higher deliveries during June.
BYD is also strengthening its presence in the premium vehicle segment. In June, the company launched the Da Tang, the first D-segment flagship SUV under its Dynasty series, as part of its strategy to expand into higher-end markets.
