---
title: "BYD July NEV Volumes Decline Year-on-Year as Export Sales Surge"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294605282.md"
description: "BYD reported July 2026 NEV production of 420,249 units and sales of 419,211. Year-to-date volumes declined ~9-10% due to weaker passenger plug-in hybrid demand, though commercial vehicles grew modestly. Exports surged to 180,538 units in July, highlighting reliance on overseas markets. Data is unaudited. Analysts maintain a 'Buy' rating with a HK$136 target."
datetime: "2026-08-02T10:38:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294605282.md)
  - [en](https://longbridge.com/en/news/294605282.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294605282.md)
---

# BYD July NEV Volumes Decline Year-on-Year as Export Sales Surge

BYD Co ( (HK:1211) ) has issued an update.

BYD reported July 2026 production of 420,249 new energy vehicles and sales of 419,211 units, with year-to-date figures showing declines of around 9%–10% compared with the same period in 2025. Passenger NEVs, particularly plug-in hybrids, drove most of the year-on-year contraction, while commercial vehicle output and sales posted modest growth, and exports of new energy vehicles reached 180,538 units in July, underscoring BYD’s increasing dependence on overseas markets despite softer overall volumes.

The company emphasized that the reported production and sales data are unaudited and may be subject to adjustment, signaling that investors should await the formal financial results for a clearer picture of profitability and margins. The mixed performance—domestic volume pressure offset by export momentum in NEVs and resilience in commercial vehicles—highlights BYD’s evolving positioning in global electrified transport and could influence market expectations around its growth trajectory and competitive stance in key regions.

The most recent analyst rating on (HK:1211) stock is a Buy  
with a HK$136.00 price target.  
To see the full list of analyst forecasts on BYD Co stock,  
see the HK:1211 Stock Forecast page.

**More about BYD Co**

BYD Company Limited is a leading Chinese manufacturer of new energy vehicles, including battery electric and plug-in hybrid passenger cars, as well as commercial vehicles such as buses. Listed in Hong Kong, the company focuses on the fast-growing global electric mobility market, with a rising share of exports in its overall sales mix.

**YTD Price Performance:** -0.79%

**Average Trading Volume:** 26,488,138

**Technical Sentiment Signal:** Buy

**Current Market Cap:** HK$918.2B

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