Yet again, BYD didn’t have a great month last month when it comes to passenger vehicle sales. Perhaps that’s because consumers were waiting for the latest and greatest BYD products and thus held off on buying new vehicles for another month or so. Or perhaps it’s just not a good year for BYD demand compared with 2025. However, aside from its passenger vehicle business, the company also sells a lot of commercial vehicles, and the results there were mixed. Note that for each chart, I’m including a static image and an embedded chart — the former shows better on some devices and the latter shows better on others. As noted in the headline, BYD’s bus sales (all electric) rose year over year. With 663 electric bus deliveries, this part of the business was up 70.9% year over year (there were 388 bus sales in March 2025) and up 98.5% compared to February (334 deliveries). Across the first three months of the year, BYD’s bus sales were up 27.7% BYD’s non-bus commercial vehicle sales had an off month, though. With 3,866 unit sales, this part of BYD’s business was down 31.1% year over year (there were 5,613 sales in March 2025). However, they were still up significantly, 86.4%, compared to February (2,074 deliveries). That said, across the first three months of the year, BYD’s non-bus commercial vehicle sales were down 26.1% So, yes, part of BYD’s commercial business is still rocking and rolling, but we’ll have to keep an eye on the non-bus side. That said, the long-term sales chart still looks very good.
