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flag BYD’s China sales fell 5.9% in September 2025, its first annual drop since 2020, due to intense competition and oversupply, while global sales soared 115.8%.

flag BYD's China sales dropped 5.9% in September 2025, the first annual decline since 2020, with BYD-branded vehicles falling 11.4%, driven by fierce price competition and market oversupply, prompting government acknowledgment of irrational competition. flag Average domestic sales for BYD models declined 20% over the past three months. flag Despite this, global sales surged 115.8% year-on-year, with exports potentially accounting for up to 20% of 2025 total sales, possibly reaching one million units. flag In Australia, BYD sales rose 145.9% through August, led by the Shark 6 ute, making it the top Chinese brand in the national top 10 and ranking sixth overall in August. flag Premium brands Fangchengbao, Denza, and Yangwang saw 345%, 20.5%, and 345% increases, respectively. flag Meanwhile, rivals Leapmotor, Xpeng, Xiaomi, and Geely posted strong gains, with Geely’s global sales up 96.2% in the second quarter.

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