Ju Chao Zi Xun·2025-10-09 03:04Core Insights - BYD reported a decline in September production and sales of new energy vehicles (NEVs), with production at 405,554 units, down 8.05% year-on-year, and sales at 396,270 units, down 5.52% year-on-year [2][3] Production Summary - September production of NEVs was 405,554 units, compared to 441,052 units in the same month last year, resulting in a year-to-date production of 3,213,569 units, which is a 16.40% increase from 2,760,910 units last year [3] - Passenger vehicle production in September was 402,008 units, down 8.47% year-on-year, with a year-to-date production of 3,171,466 units, reflecting a 15.35% increase [3] - Pure electric vehicle production in September reached 204,838 units, a 20.31% increase year-on-year, with a cumulative production of 1,578,176 units, up 34.56% [4] - Plug-in hybrid vehicle production in September was 197,170 units, down 26.67% year-on-year, with a year-to-date production of 1,593,290 units, showing a slight increase of 1.06% [4] - Commercial vehicle production in September was 3,546 units, a significant increase of 94.30% year-on-year, with a cumulative production of 42,103 units, up 266.94% [5] Sales Summary - September sales of NEVs totaled 396,270 units, down 5.52% year-on-year, with year-to-date sales at 3,260,146 units, an 18.64% increase from 2,747,875 units last year [2][3] - Passenger vehicle sales in September were 393,060 units, down 5.88% year-on-year, with a cumulative sales figure of 3,218,862 units, reflecting a 17.63% increase [3] - Pure electric vehicle sales in September reached 205,050 units, a 24.34% increase year-on-year, with cumulative sales of 1,605,903 units, up 37.31% [4] - Plug-in hybrid vehicle sales in September were 188,010 units, down 25.66% year-on-year, with a year-to-date sales figure of 1,612,959 units, showing a 2.94% increase [4] - Commercial vehicle sales in September totaled 3,210 units, a 75.97% increase year-on-year, with cumulative sales of 41,284 units, up 259.80% [5] Export and Battery Installation - In September, BYD exported a total of 71,256 NEVs [5] - The total installed capacity of power batteries and energy storage batteries in September was approximately 23.2 GWh, with a cumulative installed capacity of about 203.251 GWh for 2025 [5]