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BYD’s July sales stall, casting doubt on 2025 delivery target

by August 2, 2025
by August 2, 2025

BYD Co. reported flat year-on-year sales growth in July, delivering 344,296 vehicles, a mere 0.6% increase from the same month last year.

The figure also marked a 10% decline from June, underlining the challenges facing the world’s largest electric vehicle (EV) maker.

While a seasonal dip in new car sales is typical during the summer months in China, the latest data suggests increasing pressure on BYD’s ability to meet its ambitious 2025 sales target.

The Chinese automaker has set a goal of delivering 5.5 million vehicles this year.

As of July, BYD has sold 2.49 million vehicles, meaning it would need to average approximately 602,000 units per month for the remainder of the year to stay on track.

The company’s best-ever monthly performance to date was just under 515,000 units, achieved in December of last year, well short of what would now be required in each of the next five months.

Adding to the pressure is growing regulatory scrutiny from Chinese authorities, who have recently pledged to crack down on aggressive discounting practices that have sparked a price war across the auto sector.

These interventions are intended to stabilize the market but may further complicate BYD’s ability to drive volume growth through pricing strategies.

Industry rivals post stronger growth

While BYD’s July numbers reflect stagnation, several competitors showed notable sales momentum.

Geely Automobile Holdings Ltd. reported its highest monthly deliveries since November, selling 237,717 vehicles.

Leapmotor, which is backed by Stellantis NV, reached a record 50,129 vehicles, while Xpeng Inc. also logged a new monthly high with 36,717 units sold.

Even Xiaomi Corp., a newer entrant in the EV space, reported record monthly deliveries of over 30,000 vehicles.

Meanwhile, Li Auto Inc.’s deliveries dropped sharply by around 40% year-over-year to 30,731 units, highlighting the uneven performance across China’s EV market.

Nio Inc. remained under pressure, with its July sales falling 16% from the previous month, marking the lowest volume since March.

Nonetheless, Nio shares surged 8.6% on Friday, buoyed by positive sentiment around its newly launched Onvo L90 model, which analysts view favorably in terms of both pricing and features.

Market environment and outlook

China’s Passenger Car Association (PCA) last week estimated that retail passenger vehicle sales in July rose 7.6% year-over-year, but fell 11% from June, illustrating the seasonal softness affecting the broader market.

Despite this, the performance of several upstarts suggests pockets of resilient consumer demand.

For BYD, however, the combination of a slowing growth rate, heightened regulatory oversight, and intensifying competition raises questions about its ability to sustain leadership in the EV segment.

With five months left in the year, the company would need to deliver monthly volumes far beyond its historical best to meet its full-year target.

Whether BYD can regain momentum in the second half of 2025 remains to be seen.

Much may depend on how the company navigates regulatory changes, responds to competitive pressures, and capitalizes on any uptick in seasonal demand as the year progresses.

The post BYD’s July sales stall, casting doubt on 2025 delivery target appeared first on Invezz

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