Chinese EV leader BYD posted wholesale sales of 403,472 New Energy Vehicles (NEVs) globally in June 2026, up 5.46% year-over-year from 382,585 units in June 2025. This marked the second consecutive month of YoY growth after a modest 0.3% rise in May that ended an eight-month decline streak.

The gains were fueled by explosive overseas demand. Export sales reached a record 175,349 vehicles, surging 94.73% YoY and accounting for roughly 43.5% of total June volume. Domestic Chinese sales, however, fell 22% YoY to 228,123 units amid softer demand, reduced policy support, and fierce competition.

Passenger NEVs totaled 397,292 units (+5.2% YoY), split almost evenly between 201,472 battery-electric vehicles and 195,820 plug-in hybrids. Commercial vehicle sales rose 24.7% YoY to 6,180 units. The premium Denza brand hit a milestone with 20,352 units sold—the first time exceeding 20,000 in a single month.

For the first half of 2026, cumulative global sales stood at 1,808,511 units, down about 15.7% YoY, though overseas volumes grew more than 70%. The upbeat June figures lifted BYD’s Hong Kong-listed shares by around 9%.

The results highlight BYD’s accelerating shift toward export markets as a key growth driver while it navigates ongoing challenges at home.