Chinese-made cars including BYD, BAIC, Jetour, Lynk & Co, and
Chinese-made cars including BYD, BAIC, Jetour, Lynk & Co, and MG are seen in specialised vehicle racks in preparation for loading onto ships for export, at the Taicang Port area of Suzhou Port, in China's eastern Jiangsu province on October 12, 2026. CN-STR/Getty Images

BYD sold 490,168 vehicles in October, 10.97% more than a year earlier, according to sales data the company published on Sunday. Exports of 170,194 vehicles, more than double the 83,904 shipped in October 2025, did most of the lifting.

Domestic sales ran the other way, falling 10.57% to 319,974. Of the 48,462-vehicle year-on-year gain, exports added 86,290 and China subtracted 37,828. Over January–October BYD has sold 3,621,744 vehicles, still 2.16% below last year, though the gap has narrowed from 3.94% at the end of September. Domestic sales for the ten months are down 27.81%, at 2,108,590.

Inside China, the mix is shifting. Battery electric passenger cars reached 305,743, up 37.38% and above 300,000 in a month for the first time. Plug-in hybrids fell 17.23% to 177,382.

The export engine is no longer climbing month to month. Shipments peaked at 189,466 in August, slipped to 180,700 in September and fell 5.81% in October. The year-on-year comparison also gets harder from here: BYD exported 131,935 vehicles in November 2025 and 133,172 in December. BYD's own overseas measure, which counts passenger cars and pickups only, was 169,564 in October, up 103%.

Xiaomi (1810.HK) said its EV unit delivered more than 50,000 vehicles in October and gave no exact figure. It was the first month above that mark this year; Xiaomi last reported more than 50,000 in December 2025. September deliveries were above 40,000.

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