According to BYD’s release, the company delivered 396,270 units in September 2025, representing a YoY decline of 5.5% and a MoM growth of 6.06% (vs 373,626 units in August), bringing its cumulative deliveries to 3,260,146 units (YTD Jan–Sep).
BYD’s September data shows a notable year-on-year contraction — its first negative YoY month in years — signaling that the company’s explosive growth phase is tapering off as the domestic EV market matures.
Despite the overall slowdown, BYD still achieved month-on-month improvement, supported by strong exports and continued popularity of models like the Qin Plus and Song Plus.
Meanwhile, the launch of new Fangchengbao (Formula Leopard) and Denza models indicates BYD’s strategic pivot toward higher-margin and diversified segments. Looking ahead, BYD’s focus will likely shift from volume expansion to brand premiumization and global market penetration to sustain growth momentum.
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