https://ember-energy.org/data/china-cleantech-exports-data-e... (constrain both graphs to EVs only)
BYD’s global sales rise 17% in September - https://finance.yahoo.com/energy/articles/byd-global-sales-r... - October 8th, 2026
BYD’s $10,000 EV Is Getting A Huge Upgrade, With 5-Minute Charging - https://insideevs.com/news/809788/new-byd-seagull-dolphin-su... - September 28th, 2026
- Everybody knows that China’s EV landscape is vastly different from what we get in the United States, and the main difference is just how cheap cars can get over there. One such example is the BYD Seagull, which now retails for the equivalent of roughly $10,000.
- Thanks to its low price and more than decent equipment, the Seagull, sold as the Dolphin Surf in Europe, was once China’s best-selling car, and now there’s a brand-new one that promises to offer more of everything.
Hyundai Motor CEO warns of Chinese vehicle surge in the US without guardrails - https://www.reuters.com/business/autos-transportation/hyunda... - September 17th, 2026
- Hyundai Motor CEO Jose Munoz warned on Thursday that the US could face a similar wave of Chinese auto imports that has disrupted Europe's car market unless Washington maintains tariffs and other market-access safeguards.
- Chinese automakers have rapidly expanded in Europe, eroding the market share and profitability of established manufacturers including Hyundai and Volkswagen, by offering vehicles at significantly lower prices.
- Munoz said Chinese vehicles are 30% to 40% cheaper than rival models in some markets, including Italy, Spain and France. That is despite trade barriers including tariffs or minimum pricing commitments that the European Union imposed on Chinese-built electric vehicles after concluding they benefited from unfair state subsidies.
BYD becomes Australia’s first brand since Holden to nearly outsell Toyota - https://www.drive.com.au/news/byd-becomes-australias-first-b... - July 3rd, 2026
- BYD has smashed its monthly sales record in Australia, becoming the first brand other than Toyota to deliver more than 18,000 cars since Holden's early 2000s peak.
BYD wants to become the world’s largest automaker in five years. Stella Li is the executive selling that vision to the world - https://finance.yahoo.com/sectors/technology/articles/byd-wa... - June 15th, 2026
- In the past few years, BYD has been on an impressive sales trajectory. In 2022, the company dropped pure internal-combustion models from its lineup, focusing solely on electric vehicles and plug-in hybrids. By 2024, global vehicle sales had reached 4.27 million units, ranking the company fourth among global car manufacturers. In 2025, BYD sold a record 4.6 million new-energy vehicles, making it the world's top-selling EV maker by pure-electric sales—stealing the crown from Elon Musk's Tesla.
- Much of this growth has been driven by its global expansion. International sales more than doubled in 2025 to just over 1 million vehicles as BYD pushed into Europe, Southeast Asia, and Latin America, where higher pricing helps offset fierce domestic competition and ongoing price wars in China's EV market. In May, BYD sold more than 160,000 vehicles abroad, up 80% year on year, and is targeting 1.5 million overseas sales in 2026.