BYD January Sales in Germany Surge Over 10-Fold

[Market Update] BYD sold 2,629 vehicles in Germany in January, a year-over-year surge of 1,018.7%, more than double Tesla's sales volume during the same period.

Core Strategy: Dual Drivers of Technology and Distribution Accelerate European Expansion

The Song PLUS DM-i, with its low fuel consumption of 3.8–4.4 L/100 km under depleted battery conditions, effectively addresses Germany’s insufficient public charging infrastructure. The Seal U offers a range of 520 km, outperforming the Volkswagen ID.4 by nearly 100 km. BYD’s dealer network has rapidly expanded from 26 outlets at the beginning of 2025 to 150, with a target to cover 80% of Germany’s population by 2026.

Key Metrics: Policy Support and Weak Competition Fuel Growth

Germany reinstated EV subsidies, offering low- and middle-income households up to $7,000 in support. Tesla registered only 1,301 vehicles in Germany in January, a modest year-over-year increase of 1.9%, further hampered by Elon Musk’s political remarks. BYD’s Hungary factory is set to begin production in 2026, tripling capacity and reducing delivery lead times to within one month.

Industry Impact: Chinese Brands Rapidly Reshape the European Landscape

BYD aims for 1.3 million overseas vehicle sales by 2026. As a strategic cornerstone, Germany is enabling deeper global expansion and intensifying electrification pressure on local automakers like Volkswagen and BMW.