BYD’s Da Tang Reaches 10,000 Deliveries in Just Over a Month, but Export Growth Remains the Real Story
Published on 07/23/2026 at 18:22 | Redaktion boerse-global.de
BYD has handed over the 10,000th unit of its flagship Da Tang SUV, a milestone reached barely five weeks after the model’s market debut on June 17. The vehicle, priced between 239,900 and 309,900 yuan (roughly $42,000 at current exchange rates), is the first to feature the second-generation Blade Battery and a 1,000-volt architecture that allows the battery to charge from 10 to 97 percent in just nine minutes. With a claimed range of 950 kilometers, BYD bills the Da Tang as the longest-range full-size SUV on the market globally.
The delivery ceremony took place in Koktokay, Xinjiang, with the vehicle handed over to owner Dong Lu. Lu Tian, BYD’s sales chief for the Dynasty series, announced the event on Thursday. More than 150,000 pre-orders had already been placed before the official launch, underscoring the pent-up demand for the new premium offering.
Export Engine Revs While Home Market Stalls
The Da Tang’s rapid ramp-up comes at a critical juncture for BYD. While the company’s global new-energy vehicle sales reached 403,472 units in June — a 5.46 percent year-on-year increase — domestic deliveries in China collapsed by 22.02 percent to 228,123 vehicles. Over the first half of 2026, BYD sold 1,808,511 new-energy vehicles worldwide, a decline of 15.72 percent from the same period last year.
The shortfall at home is being offset by an aggressive push abroad. BYD sold approximately 789,400 vehicles outside China in the first half, a 70 percent jump from a year earlier. The company has set a full-year target of 1.5 million international sales and aims to generate half of all deliveries from overseas markets by 2030. To support that ambition, BYD launched a major hiring drive on Wednesday at its Shenshan industrial base, with more than 9,000 positions open across vehicle and component plants.
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Europe Shows Promise but Tesla Retakes the Lead
In the European Union, BYD registered 130,743 vehicles in the first half, a 168.2 percent surge that lifted its market share to 2.2 percent. June alone saw 30,791 registrations, up 199.3 percent year-on-year, pushing the monthly share to 2.7 percent. The broader EU auto market grew 5.7 percent over the six-month period, while battery-electric vehicles accounted for 20.7 percent of all new car registrations, up from 15.6 percent a year earlier.
Yet Tesla reclaimed the monthly lead in June, with 35,348 EU registrations — a 72.1 percent increase. Over the full first half, Tesla registered 124,242 vehicles in the EU, up 75.4 percent, with a market share of 2.1 percent, just below BYD’s. The competitive landscape is also heating up as other Chinese players such as SAIC and Leapmotor gain traction in Europe.
Stock Recovers from June Lows but Remains Deep in the Red
BYD shares traded at €9.89 on Thursday, up modestly on the day, after hitting a 52-week low of €8.03 in late June. The stock has gained 16.55 percent over the past 30 days, though it remains 32.27 percent below the 52-week high of €14.61 reached in July 2025. The relative strength index stands at 57.1, indicating neutral-to-slightly-positive momentum.
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The market’s tepid reaction to the Da Tang milestone reflects a broader tension: strong product launches and export momentum are being weighed against a deteriorating home market and intensifying competition abroad. BYD has paused its factory project in Turkey while prioritizing its Hungarian plant, and the impact of rapid scaling on margins — particularly for premium models like the Da Tang and the Sealion 6 plug-in hybrid — will be a key focus for analysts in the quarters ahead. Whether the export surge can fully compensate for the domestic slump remains the central question for the stock’s trajectory.
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