BYD Company (BYD) released unaudited production and sales data for August 2026, highlighting a strong monthly rebound in new-energy vehicle (NEV) volumes despite a year-to-date decline.

1. Monthly Performance • Production: 440,703 NEVs in August 2026, up 24.83% from 353,090 units a year earlier. • Sales: 440,293 NEVs, a 17.86% increase versus 373,626 units in August 2025. • Export sales reached 189,466 units (0.19 million), equivalent to roughly 43% of the month’s total NEV sales.

2. Year-to-Date Trend (Jan–Aug 2026) • Production: 2.68 million units, down 4.73% from 2.81 million in the prior-year period. • Sales: 2.67 million units, a 6.84% decline versus 2.86 million units in the same 2025 period.

3. Product Mix – August 2026 • Passenger NEVs accounted for 98% of production (433,574 units) and 98% of sales (433,384 units). – Battery Electric Vehicles (BEVs): 256,230 units sold, up 28.33% year-on-year; year-to-date sales fell 3.14% to 1.36 million units. – Plug-in Hybrid Electric Vehicles (PHEVs): 177,154 units sold, a 3.05% YoY rise; year-to-date sales contracted 11.22% to 1.27 million units. • Commercial NEVs (buses and other models) contributed 6,909 units to August sales, surging 225.2% YoY, with year-to-date sales up 21.30% to 46,184 units.

4. Key Takeaways • Strong August recovery: Double-digit growth in both production and sales suggests improving momentum after earlier softness. • Divergent YTD picture: Aggregate volumes remain below 2025 levels, reflecting subdued demand in prior months. • Export strength: Nearly half of August sales were exported, underscoring BYD’s expanding international reach.

All figures are unaudited and subject to final confirmation.