Zhi Tong Cai Jing·2025-09-26 11:57Industry Overview - In the first eight months of 2025, China's automotive market continued its growth trend, with production and sales both exceeding 20 million units, and the penetration rate of new energy vehicles (NEVs) reaching 55.3% [1] - The market share of domestic brands increased to 64% during this period [1] Company Performance - BYD maintained its leading position in the market, selling 374,000 NEVs in August and achieving a cumulative sales volume of 2.864 million units from January to August, representing a year-on-year growth of 23%, significantly outpacing the industry average [1][4] - In August, BYD's sales reached 343,000 units, with a total of 2.63 million units sold under its brand in the first eight months, solidifying its top position in sales [4] Technological Advancements - The growth in sales is primarily supported by BYD's strong technological foundation, particularly the "Tian Shen Zhi Yan" advanced driver-assistance system, which has been installed in over 1.4 million vehicles since its launch [7] - In August, the sales of vehicles equipped with the driver-assistance system accounted for 90% of total sales, generating over 87 million kilometers of data daily [7] Competitive Landscape - In the August sales ranking for intelligent driving assistance vehicles, BYD sold 263,721 units, surpassing the combined sales of brands ranked second to tenth [10] - The competitive landscape shows BYD's dominance, with significant sales figures compared to other brands, such as Leap Motor and Wuling [10] International Expansion - BYD's overseas sales of passenger cars and pickups reached 80,464 units in August, marking a year-on-year increase of 146.4% [11] - Cumulatively, overseas sales for 2025 reached 630,728 units, a year-on-year growth of 135.7%, accounting for 22% of total sales [11]