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BYD

Overseas growth and flash charging, 2026 to 2028

Accelerate global electrification and cool the earth by 1°C, to drive a greener world
BYD’s goal

Overseas growth and flash charging

BYD sold 4.6 million vehicles in 2025, more than a million of them abroad. In 2026 it is aiming its growth abroad, with a second-generation battery that charges in minutes and a network of flash charging stations, both its own. It has raised its overseas target twice this year, and its sales in China are falling.

Batteries and charging

Cell 1

BYD makes the battery, the charger, and the driver assistance itself, and sells the result at every price.

  • Blade Battery 2.0Blade Battery 2.0 charges from 10% to 70% in 5 minutes and from 10% to 97% in 9 minutes, with 5% more energy density than the first generation.
  • Flash chargingBuild 20,000 flash charging stations in China in 2026, 30,000 more in 2027, and 40,000 more in 2028, 90,000 in all.
  • God’s EyeFit God’s Eye driver assistance to every model, including those under 100,000 yuan.

BYD had built 4,239 flash charging stations in China by 5 March 2026.

R&D spending rose 17% to 63.4 billion yuan in 2025.

The shortage of second-generation batteries is expected to be fully resolved in the first quarter of 2027.

Blade Battery 2.0 charges from 10% to 70% in 5 minutes

Blade Battery 2.0 launched on 5 March 2026, together with the flash charging stations that use it.

0%20%40%60%80%100%
Time
5 minutes
Charge
10% to 70%
Conditions
At normal temperatures.

BYD raised its 2026 overseas target twice

BYD set its 2026 overseas target in January and raised it in March and September. Choose a date to see the target as it stood then.

1m2m3m1.05m1.16m1.9 to 2.0 millionMore than 2.5 million2025Full year2026To the end of August2027Target
2025
1.05 million vehicles sold abroad, the first time BYD passed a million.
2026
A target of 1.9 to 2.0 million, set in September 2026. 1,162,260 to the end of August.
2027
More than 2.5 million vehicles.

90,000 flash charging stations in China by 2028

BYD plans to build 20,000 flash charging stations in China in 2026, 30,000 more in 2027, and 40,000 more in 2028. Outside China it plans 6,000 by the end of March 2027.

202620,000202730,000202840,000Abroad
Europe
3,000 stations abroad by the end of March 2027.
The Americas
2,000 stations abroad by the end of March 2027.
Asia-Pacific
1,000 stations abroad by the end of March 2027.

BYD’s sales fell in China and rose abroad

From January to August 2026 BYD sold 2,668,015, −6.8% on the year before.

“This year’s sales depend on battery production.”
Wang Chuanfu, BYD’s chairman

China

−32.7%

1,505,755 vehicles

Abroad

+85.7%

1,162,260 vehicles

  1. Restate the target when the year changes.

    BYD cut its 2025 sales target from 5.5 million to 4.6 million in September 2025, then raised its 2026 overseas target from 1.3 million to 1.5 million in March and to 1.9 million to 2.0 million in September. Each change moved the target the way the numbers had moved. We recommend changing a target when the evidence changes, and keeping the earlier settings on the page so the change can be read.

  2. Report growth and shrinkage side by side.

    From January to August 2026 BYD’s overseas sales grew 85.7% while its sales in China fell 32.7%, and the total fell 6.8%. The total hides the story. We recommend splitting a headline figure wherever two parts of the business are moving in opposite directions.

  3. Name the one thing that limits the plan.

    BYD’s chairman said this year’s sales depend on battery production, because demand for the new battery is ahead of supply. We recommend writing the single constraint into the plan, next to the target it limits, so everyone can see what would have to change first.

Sources

  1. 1. BYD (2026). BYD breaks down final barriers to electrification with Blade Battery 2.0 and FLASH Charging. Press release, 5 March 2026. media.byd.com
  2. 2. BYD (2021). BYD reflects on its COP26 journey and the importance of electrification in driving a greener world. BYD, accessed 28 September 2026. en.byd.com
  3. 3. CnEVPost (2026). BYD targets over 2.5 million overseas sales in 2027, raises 2026 outlook. CnEVPost, 7 September 2026. cnevpost.com
  4. 4. CnEVPost (2026). BYD’s 2025 net profit drops 19% as domestic price war bites. CnEVPost, 27 March 2026. cnevpost.com
  5. 5. CarNewsChina (2026). BYD sees export surge, yet H1 2026 sales hit by second-gen Blade Battery shortages. CarNewsChina, 29 August 2026. carnewschina.com
  6. 6. CarNewsChina (2026). BYD sold 4.6 million cars in 2025, but outlook for 2026 weakens. CarNewsChina, 1 January 2026. carnewschina.com
  7. 7. CarNewsChina (2026). BYD targets 1.3 million overseas vehicle sales in 2026 after delivering 1.04 million in 2025. CarNewsChina, 25 January 2026. carnewschina.com
  8. 8. CarNewsChina (2025). BYD released the new “God’s Eye” driving assistance system. CarNewsChina, 10 February 2025. carnewschina.com
  9. 9. Automotive World (2026). Bloomberg: BYD tells analysts 1.5 million overseas sales in 2026. Automotive World, accessed 28 September 2026. automotiveworld.com
  10. 10. Automotive World (2026). BYD simplifies overseas brands to chase 1.5m sales target. Automotive World, accessed 28 September 2026. automotiveworld.com

Headwater is not connected with BYD Company Limited. BYD, Blade Battery, Denza, Fang Cheng Bao, Yangwang, and God’s Eye are trade marks of their owners. Updated 28 September 2026.

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