<p>二月份的销量下降幅度甚至超过了一月份，当时交付量已经下降了 30%。最新数据显示，这是连续第六个月销量下滑。中国国内需求仍然承压，最近受到国家补贴减少和春节假期影响。</p>
<p>与此同时，比亚迪在国际市场上实现了强劲增长。海外销量同比增长 41.4%，达到 100,151 辆。因此，该制造商在单月内交付的车辆数量首次在中国以外市场超过了国内市场。扩大海外市场的存在已成为比亚迪多年来的核心战略之一。</p>
<p>二月份交付的总车辆数为 190,190 辆，其中包括 187,782 辆乘用车和 2,408 辆商用车。乘用车部分包括 79,539 辆电池电动汽车和 108,243 辆插电式混合动力汽车。商用车销量包括 334 辆电池电动公交车和 2,074 辆面包车和卡车，涵盖了 BEV 和 PHEV 两种类型。</p>
<p>动力系统的分布强调了比亚迪的产品组合远不止纯电动模型。插电式混合动力汽车的销量再次超过了电池电动汽车。这一发展在欧洲也得到了反映，最近由于对电动汽车的额外关税，市场对插电式混合动力汽车的关注有所增强。因此，比亚迪的产品线与中国的新能源汽车（NEV）框架相符，该框架包括电池电动和插电式混合动力驱动系统。</p>
<p>比亚迪还提供了其 187,782 辆乘用车销售的品牌细分。核心的比亚迪品牌继续占据大部分销量。专注于 SUV 的方程豹品牌尚未进入欧洲市场，但也实现了显著的交付量。</p>
<p>此外，计划在不久的将来在德国推出的高端品牌 Denza 也为总销量做出了贡献，此外还有高端的杨望品牌。后者已经因在纽博格林北环赛道的创纪录表现而引起关注。以下是品牌细分的概览：</p>
<ul>
<li>比亚迪：165,013 辆</li>
<li>方程豹：17,036 辆</li>
<li>Denza：5,501 辆</li>
<li>杨望：232 辆</li>
</ul>
<p>与 2026 年一月相比，销量的下降幅度似乎不那么明显。与上个月交付的 210,051 辆相比，销量下降了 9.5%。</p>
<p>cnevpost.com, carnewschina.com, bydglobal.com (PDF), bydglobal.com (infographic in Chinese)</p>

比亚迪(ADR)

华夏中证汽车零部件主题ETF

平安中证汽车零部件主题ETF

<p>比亚迪，中国最大的汽车制造商，在 2026 年 2 月的销量下降了 41%，交付了 190,190 辆电动车和混合动力车。值得注意的是，海外销量首次超过国内销量，国际交付量同比增长 41.4%，达到 100,151 辆。这标志着中国销量连续第六个月下降，原因归因于国家补贴减少和春节假期。比亚迪的战略专注于扩大其国际市场，产品组合多样，包括电池电动和插电式混合动力车型</p>

<p>Sales in February fell even more sharply than in January, when deliveries had already declined by 30 per cent. The latest figures mark the sixth consecutive month of falling sales. Domestic demand in China remains under pressure, most recently due to reduced state subsidies and the impact of the Chinese New Year holiday period.</p>
<div class="lb-trans"><p>二月份的销量下降幅度甚至超过了一月份，当时交付量已经下降了 30%。最新数据显示，这是连续第六个月销量下滑。中国国内需求仍然承压，最近受到国家补贴减少和春节假期影响。</p>
</div><p>At the same time, BYD recorded strong growth in international markets. Overseas sales increased by 41.4 per cent year on year to 100,151 vehicles. As a result, the manufacturer delivered more vehicles outside China than in its home market for the first time in a single month. Expanding its presence abroad has been a central pillar of BYD’s strategy for several years.</p>
<div class="lb-trans"><p>与此同时，比亚迪在国际市场上实现了强劲增长。海外销量同比增长 41.4%，达到 100,151 辆。因此，该制造商在单月内交付的车辆数量首次在中国以外市场超过了国内市场。扩大海外市场的存在已成为比亚迪多年来的核心战略之一。</p>
</div><p>The total of 190,190 vehicles delivered in February comprised 187,782 passenger cars and 2,408 commercial vehicles. The passenger car segment included 79,539 battery-electric vehicles and 108,243 plug-in hybrids. Commercial vehicle sales consisted of 334 battery-electric buses and 2,074 vans and trucks, covering both BEV and PHEV variants.</p>
<div class="lb-trans"><p>二月份交付的总车辆数为 190,190 辆，其中包括 187,782 辆乘用车和 2,408 辆商用车。乘用车部分包括 79,539 辆电池电动汽车和 108,243 辆插电式混合动力汽车。商用车销量包括 334 辆电池电动公交车和 2,074 辆面包车和卡车，涵盖了 BEV 和 PHEV 两种类型。</p>
</div><p>The powertrain split underlines that BYD’s portfolio extends well beyond purely battery-electric models. Plug-in hybrid volumes once again exceeded those of BEVs. This development is also reflected in Europe, where attention has recently shifted more strongly towards PHEVs in response to additional tariffs on electric vehicles. BYD’s line-up therefore mirrors China’s New Energy Vehicle (NEV) framework, which includes both battery-electric and plug-in hybrid drivetrains.</p>
<div class="lb-trans"><p>动力系统的分布强调了比亚迪的产品组合远不止纯电动模型。插电式混合动力汽车的销量再次超过了电池电动汽车。这一发展在欧洲也得到了反映，最近由于对电动汽车的额外关税，市场对插电式混合动力汽车的关注有所增强。因此，比亚迪的产品线与中国的新能源汽车（NEV）框架相符，该框架包括电池电动和插电式混合动力驱动系统。</p>
</div><p>BYD also provides a breakdown of its 187,782 passenger car sales across its four brands. The core BYD brand continues to account for the majority of volumes. The SUV-focused Fang Cheng Bao marque, which has not yet entered the European market, also posted notable deliveries.</p>
<div class="lb-trans"><p>比亚迪还提供了其 187,782 辆乘用车销售的品牌细分。核心的比亚迪品牌继续占据大部分销量。专注于 SUV 的方程豹品牌尚未进入欧洲市场，但也实现了显著的交付量。</p>
</div><p>In addition, the premium brand Denza – scheduled to launch in Germany in the near future – contributed to the total, alongside the high-end Yangwang brand. The latter has already attracted attention with performance benchmarks, including record-setting runs on the Nürburgring Nordschleife. An overview of the brand split follows:</p>
<div class="lb-trans"><p>此外，计划在不久的将来在德国推出的高端品牌 Denza 也为总销量做出了贡献，此外还有高端的杨望品牌。后者已经因在纽博格林北环赛道的创纪录表现而引起关注。以下是品牌细分的概览：</p>
</div><ul>
<li>BYD: 165,013 units</li>
<li>Fang Cheng Bao: 17,036 units</li>
<li>Denza: 5,501 units</li>
<li>Yangwang: 232 units</li>
</ul>
<div class="lb-trans"><ul>
<li>比亚迪：165,013 辆</li>
<li>方程豹：17,036 辆</li>
<li>Denza：5,501 辆</li>
<li>杨望：232 辆</li>
</ul>
</div><p>The downturn appears less pronounced when measured against January 2026 rather than year on year. Compared with the 210,051 vehicles delivered in the previous month, sales declined by 9.5 per cent.</p>
<div class="lb-trans"><p>与 2026 年一月相比，销量的下降幅度似乎不那么明显。与上个月交付的 210,051 辆相比，销量下降了 9.5%。</p>
</div><p>cnevpost.com, carnewschina.com, bydglobal.com (PDF), bydglobal.com (infographic in Chinese)</p>
<div class="lb-trans"><p>cnevpost.com, carnewschina.com, bydglobal.com (PDF), bydglobal.com (infographic in Chinese)</p>
</div>

BYD sells more cars overseas than in China for the first time

- 二月销量较一月下降，连续六个月下滑，国内需求受压。  
- 比亚迪国际市场增长强劲，海外销量同比增长 41.4%。  
- 二月共交付 190,190 辆，其中电动车与插电混动车超越纯电车型。

比亚迪首次在海外的汽车销量超过了在中国的销量