September was BYD’s strongest month of the year so far.
With 463,561 new energy vehicles delivered, Chinese manufacturer BYD had its strongest month yet in 2026. The number of fully electric vehicles increased significantly, while plug-in hybrids declined. Exports to Europe and other markets once again played a key role.
BYD exports its vehicles using ships like the BYD Jinan.
Image: BYD
The 463,561 vehicles delivered represent a rise of nearly 17 percent compared to the previous year’s same month. This figure is also 5.3 percent higher than August, which saw 440,293 units delivered.
From the perspective of electric mobility, this is particularly encouraging: sales of fully electric vehicles (BEVs) have continued to rise significantly. After BYD surpassed the quarter-million mark for fully electric cars in August, with a total of 256,230 BEVs sold, sales increased by another 6.6% to 273,143 electric vehicles. Compared to the same month last year, the growth in BEV sales was even higher—BYD reported a 33.2% increase in this category.
PHEV models are less performant, although one might get a different impression on German roads. While according to the Federal Motor Transport Authority, about 61.5 percent of new BYD registrations in Germany since the beginning of the year were PHEVs, their global share of BYD’s total sales is currently only 39.6 percent. In absolute terms, the Shenzhen-based manufacturer sold 183,570 units of these partial-electric vehicles in September—a 2.4 percent decline compared to September 2025.
BYD raises its overseas sales share from 18 to 39 percent
From a global perspective, the balance between domestic and overseas sales is naturally always interesting to watch. In September, the pendulum shifted slightly more toward the Chinese market: around 61 percent of sales came from the domestic market, while 39 percent went to overseas markets or exports—though this can no longer be considered exactly equivalent, as BYD has now established local production facilities in Brazil, Indonesia, Thailand, and Uzbekistan, and is also ramping up its new plant in Hungary. For comparison, in August the overseas share was still 43 percent, with the domestic share at 57 percent. On the other hand, exports have seen a significant increase compared to the previous year: only 18 percent of all BEVs and PHEVs were exported at that time.
Here are the absolute figures for this as well: 180,700 vehicles were exported, representing a 153.6 percent increase compared to the previous year. Meanwhile, domestic sales rose from 250,827 to 282,861 units, an increase of 12.8 percent. Together, these figures explain the overall sales growth mentioned earlier.
Additional interesting data come from the cumulative figures since the start of the year: From January to September 2026, BYD managed to deliver a total of 3,131,576 units, a decrease of 3.9 percent. However, its overseas business grew by 92.7 percent to 1,342,960 vehicles. Globally, BEVs made up a slight majority at 1,629,957 units, while BYD sold 1,448,587 PHEVs.
