BYD’s Germany Sales Surge Over 10x in Jan, Double Tesla’s Volume
BYD sold 2,629 vehicles in Germany in Jan 2026, more than ten times the 235 units recorded a year earlier.
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BYD sold 2,629 vehicles in Germany in Jan 2026, more than ten times the 235 units recorded a year earlier.
In January 2026, national passenger vehicle manufacturer NEV wholesale sales are estimated at 900,000 units, up 1% YoY.
CATL and BYD, forming the top tier, together commanded 55.6% of global power battery installations in 2025.
China’s lithium-ion battery exports to the U.S. saw a sharp overall decline in 2025, falling from $15.3 billion in the previous year to $11.9 billion.
China’s NEV after-sales service continued to improve in H2 2025, with NIO and AITO holding the top two spots, while Li Auto overtook Tesla to rank third.
Australia’s EV market saw a major shake-up in January, as Chinese brands claimed four of the top six spots in EV sales, led by BYD’s first-ever No.1 ranking.
In December 2025, China’s used new energy vehicle transactions reached 168,800 units, up 8.7% MoM and 36.5% YoY.
Mid-large SUVs topped the residual value rankings at 56.9%, followed by MPVs (56%) and mid-large cars (52.6%).
In Jan 2026, SAIC’s self-owned brands sold 214,000 vehicles, up 39.6% year-on-year, accounting for 65.3% of the group’s total sales.
January sees auto industry declines, but many brands report strong year-on-year growth, signaling varied market performance.