BYD Electronic International H1 revenue RMB 80,606 million

BYD Electronic International H1 gross profit RMB 5,543 million BYD Electronic International H1 revenue RMB 80,606 million BYD Electronic International H1 gross profit RMB 5,543 million

BYD, a leading electric vehicle (EV) manufacturer, has been making significant strides in its international expansion. In the first half of 2025, BYD Electronic International reported a gross profit of RMB 5,543 million and a revenue of RMB 80,606 million [1]. These figures underscore the company's robust financial performance and ambitious global growth strategy.

BYD has been on a steady upward trajectory for years, transforming from a domestic EV maker to a global powerhouse. The company is poised to sell more EVs globally this year than Tesla and is building its own fleet of massive ocean carriers to deliver vehicles to Europe and South America [1]. With a goal of moving half its sales outside of China by 2030, BYD is charting its course for a true global expansion.

The company's strategic approach to market entry has been methodical, balancing tariffs and local politics. For instance, BYD shifted manufacturing focus toward Turkey, where costs are lower and trade rules are friendlier, while slowing down plans in Hungary following the EU's higher tariffs on China-built EVs [1]. This flexibility has positioned BYD to maintain its European momentum while keeping showrooms stocked.

Despite these successes, BYD is not immune to challenges. For the first time in over a year, the company's vehicle production fell in July, down 0.9% from a year earlier, although sales were still up slightly month-over-month [1]. Geopolitical pressures, such as major tariff concerns in Europe and North America, remain a significant headwind. However, these issues are more likely to be speed bumps than brick walls over the long term.

Investors should consider BYD's massive, rapid growth coupled with its vertical integration of shipping routes. The next five years could make today's entry price look like a bargain hiding in plain sight. However, long-term investors should be prepared for some turbulence.

References:
[1] https://www.nasdaq.com/articles/byd-has-big-plans-sell-half-its-vehicles-outside-china-2030-once-lifetime-investment