Core 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]

Core Viewpoint - BYD (002594.SZ) reported a total of 3.2601 million electric vehicle sales from January to September, marking an 18.64% year-on-year increase [1] Group 1: Sales Performance - The total sales of new energy vehicles for BYD from January to September reached 3.2601 million units, reflecting an 18.64% increase compared to the same period last year [1] - In September alone, BYD exported a total of 71,256 new energy vehicles [1] Group 2: Battery Installation - The total installed capacity of new energy vehicle power batteries and energy storage batteries in September was approximately 23.200 GWh [1] - The cumulative installed capacity is projected to reach about 203.251 GWh by 2025 [1]

Core Viewpoint - BYD (002594.SZ) reported a total of 3.2601 million electric vehicle sales from January to September, marking an 18.64% year-on-year increase [1] Group 1: Sales Performance - The total sales of new energy vehicles for BYD in the first nine months reached 3.2601 million units, reflecting an 18.64% growth compared to the same period last year [1] - In September alone, BYD exported a total of 71,256 new energy vehicles [1] Group 2: Battery Installation - The total installed capacity of new energy vehicle power batteries and energy storage batteries in September was approximately 23.200 GWh [1] - The cumulative installed capacity is projected to reach about 203.251 GWh by 2025 [1]

Core Insights - BYD reported that its new energy vehicle sales reached 396,270 units in September 2025, with a cumulative sales total of 3,260,146 units from January to September, reflecting a year-on-year growth of 18.64% [1] Sales Performance - In September 2025, the company exported a total of 71,256 new energy vehicles [1] - The cumulative sales from January to September 2025 indicate a strong performance in the new energy vehicle market [1] Battery Installation - In September 2025, the total installed capacity of new energy vehicle power batteries and energy storage batteries was approximately 23.200 GWh [1] - The cumulative installed capacity for the year 2025 reached about 203.251 GWh [1]

Core Viewpoint - BYD's September sales report indicates a year-on-year decline in new energy vehicle sales, highlighting potential challenges in the market [1] Group 1: Sales Performance - In September, BYD's new energy vehicle sales reached 396,300 units, representing a year-on-year decrease of 5.52% [1] - The export volume of new energy vehicles in September was 71,256 units [1] Group 2: Battery Installation - The total installed capacity of new energy vehicle power batteries and energy storage batteries in September was approximately 23.2 GWh [1] - The cumulative installed capacity is projected to reach approximately 203.251 GWh by 2025 [1]

证券代码：002594 证券简称：比亚迪 公告编号：2025-056 比亚迪股份有限公司 2025年9月产销快报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 比亚迪股份有限公司(以下简称"本公司")2025年9月产销快报数据如下： 注：本公司 2025 年 9 月出口新能源汽车合计 71,256 辆； 本公司 2025 年 9 月新能源汽车动力电池及储能电池装机总量约为 23.200 GWh，2025 年累计装机总量约为 203.251 GWh。 单位：辆 产量 销量 项目类别 本月 去年同期 本年累计 去年累计 累计同比 本月 去年同期 本年累计 去年累计 累计同比 新能源汽车 405,554 441,052 3,213,569 2,760,910 16.40% 396,270 419,426 3,260,146 2,747,875 18.64% -乘用车 402,008 439,229 3,171,466 2,749,436 15.35% 393,060 417,603 3,218,862 2,736,401 17.63% -纯电动 204,838 17 ...

Core Viewpoint - BYD Company Limited (01211) announced its production and sales figures for electric vehicles, indicating a strong growth trajectory in the new energy vehicle sector [1] Production and Sales Summary - In September 2025, the estimated production of new energy vehicles is approximately 405,600 units, while the estimated sales are around 396,300 units [1] - From January to September 2025, the total production of new energy vehicles reached approximately 3,213,600 units, representing a year-on-year growth of 16.4% [1] - During the same period, the total sales of new energy vehicles were about 3,260,100 units, showing a year-on-year increase of 18.64% [1] Export and Battery Installation Summary - In September 2025, the total export of new energy vehicles amounted to 71,256 units [1] - The total installed capacity of new energy vehicle power batteries and energy storage batteries in September 2025 is approximately 23.200 GWh [1] - The cumulative installed capacity by September 2025 is about 203.251 GWh [1]

Core Viewpoint - BYD announced its production and sales figures for new energy vehicles, indicating significant growth in both areas for 2025 and the first nine months of the year [1] Group 1: Production and Sales Data - In September 2025, the production of new energy vehicles is expected to reach approximately 405,600 units, while sales are projected to be around 396,300 units [1] - For the period from January to September, the total production of new energy vehicles was about 3,213,600 units, representing a year-on-year increase of 16.4% [1] - During the same period, sales reached approximately 3,260,100 units, showing a year-on-year growth of 18.64% [1] Group 2: Export and Battery Installation - In September 2025, the total export of new energy vehicles amounted to 71,256 units [1] - The total installed capacity of new energy vehicle power batteries and energy storage batteries in September 2025 was approximately 23.200 GWh [1] - Cumulatively, the installed capacity for the year 2025 is expected to reach about 203.251 GWh [1]

Core Insights - BYD reported its production and sales data for August 2025, highlighting significant figures in the electric vehicle sector [1][2] Production and Sales Data - In August 2025, BYD exported a total of 80,813 new energy vehicles [1] - The total installed capacity of new energy vehicle power batteries and energy storage batteries for August 2025 was approximately 23.175 GWh [1] - Cumulatively, the total installed capacity for 2025 reached about 180.051 GWh [1]

Core Viewpoint - BYD reported a slight increase in new energy vehicle sales for August 2025, with a total of 37.36 million units sold compared to 37.31 million units in the same period last year [1] Group 1: Sales Performance - The cumulative sales of new energy vehicles from January to August 2025 reached 2.864 million units, representing a year-on-year growth of 23% [1] - In August 2025, BYD exported a total of 80,813 new energy vehicles [1] Group 2: Battery Installation - The total installed capacity of new energy vehicle power batteries and energy storage batteries in August 2025 was approximately 23.175 GWh [1] - The cumulative installed capacity for the year 2025 reached approximately 180.051 GWh [1]