Core Insights - Chinese automaker BYD is rapidly increasing its influence in the global automotive market, with significant sales growth in July 2023, particularly in overseas markets [1] Group 1: Sales Performance - In July 2023, BYD sold 344,296 vehicles, with 80,178 units sold overseas, marking a year-on-year increase of 159.5% [1] - In Brazil, BYD sold 9,691 vehicles in July, a 60% increase year-on-year, securing the top position in the new energy vehicle (NEV) sales ranking [1][2] - In Spain, BYD achieved a monthly sales figure of 2,158 units, a remarkable 665% increase year-on-year, leading the NEV brand ranking [4] - In Italy, BYD sold 2,019 vehicles in July, capturing over 13% of the market share in the NEV segment [7] Group 2: Product Strategy - BYD's diverse product matrix, including both pure electric and plug-in hybrid vehicles, effectively meets various consumer needs, making it a preferred choice in markets like Brazil [1] - The newly launched Song PLUS EV sold 836 units in Spain, entering the top ten in the compact SUV segment, indicating strong product appeal [4] Group 3: Global Expansion and Recognition - BYD's global expansion strategy is evident, with the company achieving significant milestones such as the first vehicle rolling off the production line at its Brazilian factory and the delivery of the 90,000th NEV in Thailand [10] - BYD ranked 91st in the 2025 Fortune Global 500 list, marking its fourth consecutive year on the list and becoming the highest-ranked Chinese automaker [10] - The company has established a presence in 112 countries and regions, showcasing its commitment to global market penetration and brand recognition [10]

Core Viewpoint - A recent incident involving a BYD electric vehicle being struck by lightning has sparked significant discussion on social media, highlighting the vehicle's resilience and safety features [1]. Company Summary - The incident occurred at the Tieshan Service Area in Beihai, Guangxi, where a video captured the moment lightning struck a BYD new energy vehicle [1]. - BYD's General Manager of Brand and Public Relations shared the news on Weibo, emphasizing that the Song PLUS EV endured three lightning strikes without any damage to the key components (battery, motor, and electronic control) and that the owner was unharmed [1]. - The company urged the public to remain cautious during the rainy season, indicating a commitment to customer safety and awareness [1].

Group 1 - The BYD Song family achieved domestic sales of 84,088 units in the first month of Q2, maintaining its position as the leading SUV family in China's automotive market despite challenges from seasonal sales downturns and increased competition [2] - In the first four months of this year, the cumulative sales of the Song family exceeded 350,000 units, with significant growth in overseas markets, indicating strong recognition of the vehicle series among domestic and international consumers [3] - The Song PLUS series, recognized as the "National SUV," holds a core market position, with its pure electric model, Song PLUS EV, featuring a blade battery and intelligent temperature control system, achieving an 85% range retention rate in -35℃ conditions [5] Group 2 - In April, BYD's overseas export sales surpassed 79,000 units, marking a year-on-year increase of 90.8%, with the Song family contributing significantly to this growth [6] - The Song family models, including Song PLUS DM-i, EV, and Song Pro DM-i, collectively exported nearly 30,000 units, with total exports approaching 120,000 units in the first four months of the year [6] - BYD's sales in key European markets, including Spain, Italy, France, the UK, and Germany, have surpassed Tesla, with a total of 11,123 units sold across 14 European countries compared to Tesla's 6,253 units [6] Group 3 - The Song family's performance reflects BYD's over 20 years of technological accumulation in the new energy vehicle sector, from the DM-i super hybrid technology to the blade battery, which has redefined global power battery safety standards [9] - The Song family is positioned as a global SUV series, expanding its footprint in Europe, Southeast Asia, and South America, and is becoming a prominent representative of Chinese new energy SUVs in international markets [8]