EV & mobility
BYD's Q3 margin squeeze is a price-war scoreboard
The Shenzhen carmaker held volume but gave up 180 basis points of gross margin to do it - and its rivals gave up more.
1 Sept 2026 · Analysis · 2 min
EV & mobility · Batteries & energy
BYD Co
OTC: BYDDY · HKEX: 1211 · China
BYD is the largest electric vehicle maker in China by volume and the only one that also builds its own batteries at scale. That vertical integration is the whole thesis: it sets the floor on what BYD can charge and the ceiling on what its competitors can survive.
| Period | Vehicles delivered |
|---|---|
| Q1 25 | 623,000 |
| Q2 25 | 726,000 |
| Q3 25 | 824,000 |
| Q4 25 | 952,000 |
| Q1 26 | 771,000 |
| Q2 26 | 908,000 |
| Q3 26 | 1,043,000 |
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