The year 2025 marks a historic turning point for the global new energy vehicle industry. BYD Company Limited, which has long maintained the top position in total new energy vehicle sales, achieved a milestone by selling 2.257 million pure electric vehicles for the year, surpassing Tesla Motors for the first time to claim the global top spot. This historic overtaking signifies Chinese automotive brands leading the core tracks of the global auto industry through systematic innovation and strategic globalization.
The foundation of BYD's achievement is built upon its long-established, all-industry-chain technological moat. In 2025, BYD introduced core technologies such as the "God's Eye" advanced driver-assistance system and the "Super e-Platform Megawatt Flash Charging," achieving renewed breakthroughs and evolution in intelligent and electric capabilities. Its vertically integrated supply chain model ensures extreme efficiency for rapid technological and product iteration, constituting a difficult-to-replicate core advantage in global competition.
This systemic advantage has been thoroughly validated in key global markets. In Europe, BYD accomplished a transition from entering with single products to achieving systematic breakthroughs. Its sales in the UK market exceeded 50,000 units, surging 485% year-on-year; in traditional automotive powerhouses like Germany, Spain, and Italy, annual sales each surpassed 20,000 units. This success stems not only from the refinement of its product matrix and recognition of its design quality but also benefits from the rapid localization of its sales and service network. BYD's leading position is even more pronounced in growth markets like Asia-Pacific: in Turkey and Thailand, its annual sales reached 45,000 and 41,000 units respectively, with the operation of its local factory in Thailand significantly boosting its market dominance. In markets such as Singapore and Malaysia, its sales reached 2-3 times those of Tesla. In South America's Brazil, BYD sold over 110,000 units annually, becoming the highest-selling electric vehicle manufacturer in the Brazilian market for 2025. Performance in Australia was also strong, with BYD's annual sales exceeding 50,000 units, breaking into the top ten brands. These results demonstrate that BYD's competitiveness can adapt to and lead demand across markets at different stages of development.
Underpinning this transformation in the global automotive industry is a deep-seated strategy driven by the dual engines of "going global" and "localization." Currently, BYD's new energy vehicles have reached 119 countries and regions, with overseas sales exceeding the one million mark in 2025. While achieving widespread exports, its production footprint is rapidly expanding overseas: factories in Thailand, Brazil, and Uzbekistan are already operational, and a plant in Hungary is soon to commence operations. This "localization" strategy not only helps navigate complex external environments but also represents a long-term commitment to shortening delivery cycles, staying close to market needs, and building local industrial chain ecosystems. It is the crucial leap from "product trading" to "industrial rooting."
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