Overview

• BYD has added two new car carriers, BYD Xi’An and BYD Changsha, bringing its fleet to six vessels and boosting logistical capacity for exports.
• Overseas deliveries reached a record 89,047 vehicles in May, and exports accounted for 21.5% of total deliveries in the first five months of 2025, up from 10% in 2024.
• The company is finishing its Brazil plant, which is expected to produce 150,000 vehicles annually to strengthen its international manufacturing base.
• Industry sources say BYD has canceled night shifts and delayed new production lines at several China factories as dealer inventories rise to an average of 3.21 months.
• BYD delivered 382,476 vehicles globally in May, a 14% year-over-year increase, and is aiming for 5.5 million sales this year, including 800,000 overseas units.