BYD officially released the May 2026 production and sales flash report, with new energy vehicles from all brands reaching a monthly sales volume of 383,453 vehicles, a slight increase of 0.26% year-on-year, achieving year-on-year positive growth in monthly sales after ten months; among them, passenger car deliveries reached 376,990 units, surging 19.4% month-on-month, wiping out the pain of previous model iterations, presenting a new pattern where the domestic base is stable, overseas sales are soaring, and high-end brands are scaling up across the board. Amidst the market environment of intensified competition in the domestic new energy sector, Tesla FSD entering China, and an intense launch of independent new products, it has forged a unique structural growth path.

The Dynasty and Ocean main brands combined sold 330,215 vehicles in May, accounting for over 80% of the group's total sales, remaining the stabilizer for BYD's sales volume. The full series had 8 models exceeding 20,000 units in monthly sales, covering products from 50,000 entry-level commuter to 200,000 home SUV.

Inside the Dynasty Network, the Yuan family sold 56,691 units, and the Song family 51,370 units. Both crossed the 50,000 threshold, becoming two major sales pillars for the brand, catering to home commuter and urban-rural travel needs; the Qin family followed closely with a stable performance of 28,360 units. The Han and Tang series maintained a volume in the six-thousand range, deeply cultivating the mid-to-large home sedan and SUV niche markets; the brand new model Xia is in the market cultivation phase, delivering 1,810 units monthly, with potential for steady volume growth as channels expand.

The Ocean Network's growth momentum is even more rapid, with 5 models entering the 20,000 club across the series: Sealion 42,615 units, Seal 34,117 units, Seagull 39,919 units, Dolphin 22,260 units, and Song PLUS 27,755 units. Among them, Seagull remains the best-selling entry-level commuter model thanks to its affordable pricing of 60,000-80,000. Sealion, as a new volume model, stands firm at the 40,000 level upon launch, filling the mid-size SUV product gap in the Ocean Network and perfecting the Ocean product tier layout. From commuter small cars to compact SUVs, the two main brands rely on DM-i hybrid and pure electric dual-line technologies to牢牢锁住 the mainstream home market share within 150,000 domestically.

The high-end matrix of Denza, Fang Cheng Bao, and Yangwang sold a combined 46,489 vehicles in May, officially breaking away from the niche positioning to become a new pivot for BYD's brand premium and profit growth, breaking the industry curse of difficulty in high-end breakthrough for domestic brands.

The off-road brand Fang Cheng Bao sold 30,186 units monthly, surging 139.7% year-on-year, creating a new high in monthly sales since the brand launched. Its Titanium 7 model sold 18,280 units monthly, while Leopard 5 and Leopard 8 output remained stable, continuously squeezing the survival space for joint venture and imported models in the 250,000-400,000 hardcore off-road niche market.

Denza delivered 16,303 units in May, with the MPV benchmark D9 selling 6,721 units, and the Z9 series close to 6,000 units. MPV and mid-to-large sedan dual-line efforts helped them stand firm in the luxury new energy track; the million-level ultra-luxury brand Yangwang continued its steady climb, delivering 286 units that month, a year-on-year increase of 105.8%, completing market verification of the domestic brand ceiling product and forming a full price range product layout from 100,000+ home, 300,000-400,000 off-road, 500,000 luxury MPV to million-level flagship.

In May, BYD's overseas sales of passenger cars and pickup trucks reached 160,177 units, surging 80.7% year-on-year. Exports accounted for over 42% of the full series total sales, setting a new historical high for brand export and becoming the core driving force to stabilize May overall sales and achieve year-on-year positive growth.

Southeast Asia, Europe, and Latin America became the main incremental markets. Seagull, Song PLUS, and Yuan series continued to top new energy best-seller lists in multiple countries; the SHARK pickup truck exceeded 4,000 units in monthly exports for two consecutive months. Relying on the completion of localization production in Thailand, Brazil, Hungary, and Uzbekistan with four overseas vehicle factories, localized production continues to land, avoiding tariffs while rapidly penetrating terminal channels. Against the background of stock market competition in the domestic auto industry and normalized price wars, the rapidly expanding overseas market effectively counteracts sales volatility brought by domestic model iterations, officially upgrading from a supplementary market to BYD's core growth engine. As of now, BYD's global cumulative new energy vehicle sales have exceeded 16.5 million units, with the globalization map continuously broadening.

May marked a key node in BYD's intelligent driving landing, with the God's Eye intelligent driving system becoming a core bonus point for models: the number of vehicles with advanced intelligent driving across all brands exceeded 3.15 million, with daily road test data exceeding 200 million kilometers; that month, BYD implemented City Pilot and Smart Parking dual safety backup services, becoming the world's first auto manufacturer to achieve dual intelligent driving backups. Three days after policy implementation, the activation rate of models equipped with the God's Eye system in cities surged 50%. Intelligent driving experience upgrades directly drove in-store order conversion, solidifying product competitiveness for subsequent models to continue volume sales, and facing the intelligent driving market shock brought by FSD entering China.

From data details, BYD's cumulative sales from January to May 2026 were 1,405,039 units, down 20.32% year-on-year. The core reason is that the full series of main models were concentratedly iterated, and the capacity ramp-up of the 2nd Gen Fast Charge Blade Battery was restricted. The new Flash Charge Battery upgraded fast charging and low-temperature performance. Full series iteration models prioritized installing new batteries, but production line retrofitting dragged down capacity release. Order backlogs on popular models and delayed deliveries compressed the May delivery volume to a certain extent.

As the end of the second quarter approaches and the 2nd Gen Blade Battery capacity continues to release, coupled with new models such as Denza N8L, Fang Cheng Bao Titanium 7 Pure Electric Version, Sealion 05, and Xia L landing the market, the industry generally predicts that BYD's full brand sales in June are expected to exceed 400,000 vehicles. Relying on the four-dimension development logic of low-end volume locking share, high-end raising profit, overseas pushing volume, and intelligence improving product power, amidst the intensified new energy elimination round in the domestic market, BYD's full category layout advantage continues to amplify, securing its status as the domestic new energy leader, accelerating steadily towards global top auto manufacturers.

On May 21. The 12th Chengdu International Auto Parts & After-Sales Service Exhibition (CAPAS) opened at the Chengdu Century City New International Expo Center.

This exhibition covers an area of 53,000 square meters, gathering 805 exhibitors from around the world. It focuses on core sectors such as commercial vehicles, new energy smart connected vehicles, after-sales service, and automotive culture, presenting innovative highlights across the entire automotive industry chain. 27 diverse activities were held concurrently, covering industry forefront topics such as vehicle-parts collaboration, international trade cooperation, commercial vehicle electrification, and talent cultivation. The exhibition is dedicated to building a comprehensive service platform integrating industry exchange, trade investment, and industry-education integration, aiding the high-quality development of the Southwest automotive industry.

56 professional buyer groups from around the world were invited to visit. This exhibition is expected to attract overseas audiences from emerging markets such as Southeast Asia, Central Asia, and South America, as well as audiences from various automotive industry clusters in Southwest, Central, East, and South China domestically.

From Vehicle Manufacturing to After-Sales Service, Covering the Entire Automotive Industry Chain

Innovative products and cutting-edge technologies highlighted the trend of commercial vehicle electrification. The scale of new energy smart connected related product technology exhibitions expanded significantly. The after-sales service field focuses on chassis maintenance and green low-carbon concepts. The consumables and modification sectors precisely cater to Southwest personalized modification needs, with the entire industry chain working in synergy.

Multiple well-known commercial vehicle brands showcased their new energy heavy-duty and light-duty truck models at the exhibition. Among them, Foton presented the "Auman Es1 Blue" light truck, covering scenarios such as cold chain logistics, express delivery, high-end city distribution, and smart logistics; Chenglong presented the heavy truck model "Chenglong Wingwei 5" with a vehicle curb weight of only 8.8 tons; FAW Jiefang displayed the "H6G-132°" composite version truck, equipped with a 185KW high-power motor to improve climbing and acceleration performance; Chitian showcased new energy mining trucks supporting autonomous driving, intelligently adaptable to various mining transportation scenarios. In terms of commercial vehicle parts, brands such as Berte, Forada Group, SAIC-GM-Wuling, and Anyi brought engines, batteries, sensors, turbochargers, and brake discs, comprehensively meeting upstream and downstream supply needs and expanding industry chain cooperation opportunities.

The space for the New Energy and Smart Connected Vehicle Zone doubled compared to the previous exhibition, and the number of participating brands also increased significantly. Passenger car brands such as Changan, Dongfeng Fukang, Dongfeng Voyah, Dongfeng Yijing, Geely Galaxy, Jetta, Lynk & Co, Seres, and FAW Toyota, as well as commercial vehicle brands such as Gantang Auto, Shudu Bus, Xizhong, and Sinotruk Chengdu, showcased multiple new energy models. Cutting-edge technology products will also cover key areas such as intelligent driving systems, the core "Three Electrics" technologies, and hydrogen fuel systems, demonstrating the vigorous development of the industry.

Facing the surge in chassis maintenance demands, brands such as Lipower, Tieyin, Wuhu Jiaxian, and Sigmax brought chassis parts such as shock absorbers, brakes, steering, and transmission. Closely following the trend of the green circular economy, this exhibition also gathered a large number of remanufactured parts products. Brands such as Chongqing Yuxiang, Puyang Jirunda, Xinjiang Tongfeng, and CAAM Power displayed remanufactured engines, gearboxes, and chassis components. At the newly planned seminar on green design, green manufacturing/remanufacturing, and recycling of automotive products, multiple companies will exchange practical experiences on topics such as automotive remanufacturing green circular models, analysis of the vehicle recycling and dismantling industry, and typical component remanufacturing cases. The after-sales maintenance field also fully integrates low-carbon environmental protection concepts. Intelligent car washers exhibited by brands such as Stayer and Matthias possess operational advantages such as water and electricity savings, better fitting Southwest market demands; after-sales maintenance equipment such as paint booths and lifts from brands such as Uninet, Xinao, and Guangjun can effectively help terminal stores improve quality and efficiency.

Adapting to the growing demand for personalized consumption and modification upgrades in the Southwest region, first-time exhibitors Changmao, Xinhui, and Yaosheng brought personalized automotive modification supplies such as paint protection film, window film, and color change film. Huqie displayed off-road vehicle fuel tanks and roof luggage racks, and Cale displayed pickup truck tailgate covers, injecting hard-core equipment support into self-driving living modifications. Automotive supplies such as Booster's new energy organic coolant, Longding's LED headlight assemblies and headlight modification kits, and Wesley's multi-purpose cleaning fluids and new energy vehicle fire extinguishers also precisely fit the regional market characteristics.

Differentiated layout of 16 city-prefecture delegations and three out-of-province exhibition groups, highlighting the cluster effect

This year's exhibition gathered industry-specific exhibition groups from Sichuan, Chongqing, Hebei, Guangzhou, and other places. Among them, 16 city-prefecture delegations within Sichuan Province made a collective appearance, including Nanchong, Yibin, Ziyang, Guang'an, Leshan, Guangyuan, Deyang, Suining, and Luzhou, fully highlighting the cluster effect and local characteristics of Sichuan's automotive industry.

Exhibitors from Chongqing, Hebei, Guangzhou, and other provinces outside Sichuan brought products and technologies in advantageous fields such as new energy smart connected vehicles, braking systems, automotive electronics, and precision manufacturing. Closely combining Southwest market demands, they achieved regional linkage, aiding in building an efficient and synergistic automotive industry ecosystem.

Concurrent activities closely follow hot topics, multiple forms build industry dialogue platforms

During the three-day CAPAS exhibition, 27 concurrent activities will cover important topics such as industry chain synergy, commercial vehicle electrification, green circular economy, talent development, and automotive culture. The forms include industry forums, technical seminars, supply-demand docking meetings, training and education, interactive experiences, etc. Industry experts from academia, industry, and research gather on site to deeply analyze the development trends of the Southwest automotive market, further promoting industry exchange and pragmatic cooperation.

Among them, as the opening stop of this year's industry chain supply-demand docking series activities, the "Visit Changan" docking event was successfully held yesterday at the Changan Global Research Center. Nearly 20 parts and technical solution companies participated in paired negotiations, displaying their respective advantageous technologies on site. The event effectively promoted efficient matching between high-quality component enterprises and vehicle manufacturing enterprises in the Chengdu-Chongqing region, providing strong support for building a synergistic and symbiotic industrial ecosystem.

In addition, the exhibition will also hold multiple industrial docking activities to further promote the integrated development of the industry chain. The China Automotive Eco-Partners Conference focuses on topics such as the ecological development of the automotive industry, new trends in automotive modification and going global, assisting enterprises in grasping global dynamics. The Chengdu-Chongqing Region (Chengdu) Automotive Industry Chain Ecosystem Cooperation Conference leverages the leading role of the Chengdu-Chongqing Twin City Economic Circle. Multiple vehicle brands will release new models during this period; at the same time, Jetta and Changan will also share their procurement strategies and demands, bringing more matching cooperation opportunities for parts and components enterprises.

The matrix of domestic and overseas buyer groups and the dimensions of professional audiences both expanded

This CAPAS is expected to welcome overseas audiences from multiple countries and regions including Australia, Russia, Thailand, Malaysia, Singapore, South Korea, India, and Saudi Arabia.

Regarding buyer groups, overseas buyers from emerging markets such as the UAE, Pakistan, Brazil, Ghana, Bangladesh, Mexico, Tajikistan, and Armenia will visit in groups to participate in the special invited buyer negotiation meetings for precise docking; domestic buyer groups will cover the Southwest and surrounding areas centered around Chengdu-Chongqing, focusing on core parts, new energy smart connected commercial vehicle technologies, and supply chain cooperation.

This exhibition continues to precisely expand the dimensions of professional audiences. Closely following the rapid development trend of the electric commercial vehicle industry, it adds multiple core groups such as logistics enterprises and charging/swapping operators. It focuses on the procurement and supporting service needs of new energy commercial vehicles, breaking through the docking barriers between upstream and downstream industry chains.

Supporting activities such as the dealer dinner held during the exhibition build an efficient docking platform for professional audiences, further promoting trade cooperation.