On May 5, BYD (比亚迪 / 002594.SZ) released an official announcement disclosing its new energy vehicle (NEV) sales for April 2026, which reached 321,123 units. Although cumulative sales for the first four months of 2026 have surpassed the one-million mark (1,021,586 units), a structural year-on-year decline of 26.02% occurred due to the exceptionally high base set last year.
Against this backdrop, however, BYD's (比亚迪) globalization process has demonstrated remarkable resilience: overseas sales in April reached 134,542 units, representing a robust year-on-year surge of 70.9%. This means overseas operations now account for 41.9% of the company’s monthly total, signaling BYD’s (比亚迪) rapid transformation from a China-centric manufacturer into a truly global automotive enterprise.
In specific market segments, BYD (比亚迪) is showcasing its ability to challenge traditional giants. As of April, BYD’s (比亚迪) cumulative sales in the UK market reached 12,754 units, with a market share exceeding 7%, officially surpassing BMW (宝马) and Tesla (特斯拉) to become the largest pure electric vehicle brand in the UK. Additionally, in the Brazilian and Australian markets, BYD (比亚迪) has achieved cross-dimensional strikes against local internal combustion engine (ICE) competitors through models like the Song PLUS and Sealion 7 (海狮 07). While the domestic market saw a year-on-year sales decline of approximately 15.5% due to price wars, BYD (比亚迪) successfully stabilized its fundamentals through the incremental gain of 135,000 units from monthly exports and local overseas production. On the energy front, total installed capacity for power and energy storage batteries in April was 20.977 GWh, with cumulative 2026 installations exceeding 81 GWh, supporting its global "vehicle-storage linkage" strategy.
Simultaneously, Changan Automobile's (长安汽车) April results also confirm the industry consensus of "globalization as a savior." Changan’s (长安汽车) total sales for April were 179,300 units, a year-on-year decline of 5.95%, but its overseas sales reached 77,700 units, with the overseas share also historically breaking the 43% mark. Industry experts generally believe that with the complete phase-out of domestic NEV subsidies in 2026, leading enterprises like BYD (比亚迪), Changan (长安汽车), and Geely (吉利汽车) have defined 2026 as the "Inaugural Year of Overseas Profitability." Currently, BYD (比亚迪) is accelerating the production ramp-up of its factories in Brazil, Hungary, and Thailand, aiming to utilize localized production to fully mitigate potential trade barriers and ensure its 2026 annual overseas sales target of 1.5 million units.