BYD REPORTS ON 383,453 SALES FOR MAY INCLUDING 160K EXPORT. OVERALL, THEY WERE UP 0.26% SALES YOY (STILL DOWN 20% SO FAR IN 2026 VS 2025), SO MAYBE PPL CAN RELAX A LITTLE BIT ABOUT BYD SALES?

BYD REPORTS ON 383,453 SALES FOR MAY INCLUDING 160K EXPORT. OVERALL, THEY WERE UP 0.26% SALES YOY (STILL DOWN 20% SO FAR IN 2026 VS 2025), SO MAYBE PPL CAN RELAX A LITTLE BIT ABOUT BYD SALES? FCB SAW 30186 SALES WHILE DENZA HAD 16303 SALES. THESE BRANDS ARE CONSTRAINED BY FLASH CHARGING ROLLOUT & BLADE 2.0 PRODUCTION. SO AGAIN, BYD DOMESTIC SALES CURRENTLY HAS DILEMMA WHERE SOME OF ITS MODELS HAVE TOO MUCH BACKLOG WHEREAS OLDER MODELS W/O FLASH CHARGING HAVE TO ENGAGE IN BRUTAL PX WARS. — VIA @

383,453 May sales and 160k exports show volume, but 0.26% YoY growth and 20% 2026 decline temper hype.