Context
What happened: September retail sales for BYD's high end brands were reported, with FangChengBao at 37k and Denza models including the D9, N8L, Z9 and N9.
Key numbers: FangChengBao 37k, including Tai-7 27k, Ta-3 5k, Bao-5 3289. Denza: D9 5000+, N8L 4045, Z9 3743, N9 990. BYD China sales fell about 13% y/y in September. Exports about 181k vs roughly 71k a year ago.
Why it matters: The premium brands are growing, but most of the lift came from exports, while BYD's sales inside China still fell about 13% y/y in September.
What changed
September retail sales for BYD's high end brands were reported, with FangChengBao at 37k and Denza models including the D9, N8L, Z9 and N9.
Why it matters
The premium brands are growing, but most of the lift came from exports, while BYD's sales inside China still fell about 13% y/y in September.