比亚迪策略规划：2025

比亚迪正透过积极的全球扩张、扶持电动车的政策以及尚未开发的海外电动车需求，推动转型成长。

比亚迪是全球领先的新能源汽车和电动车製造商，以其垂直整合的经营模式和成本效益优势而闻名。 2024年，比亚迪实现总收入1,087.9亿美元，主要得益于汽车及相关产品业务的强劲表现，该业务占公司总销售额的大部分。国际市场的持续扩张以及市场对电池式电动车和插电式混合动力车的持续需求也支撑了公司的整体成长。

主要市场趋势及分析

• 2024年，由于规模优势和政策契合，中国仍将是比亚迪最大的收入来源市场。
• 比亚迪的海外业务正在迅速扩张，在超过 110 个国家创造了国际收入，这反映出比亚迪品牌汽车在全球越来越受欢迎。
• 汽车及相关产品业务部门贡献了大部分总收入，显着优于电子产品及其他业务部门。
• 面对全球电动车价格压力，比亚迪透过垂直整合电池、功率半导体和电力驱动系统的管理，增强了成本竞争力。
• 公共运输、叫车和物流领域车辆电气化的推进，持续支撑着销售稳定成长。

市场规模和收入亮点

• 2024年总收入：1,087.9亿美元
• 汽车部门营收：864.8亿美元
• 海外收入：310.7亿美元
• 归属于母公司的净利：56.3亿美元
• 研发投入：75.9亿美元

全球交通运输系统的持续现代化和电动车的快速普及正在巩固比亚迪的市场地位。比亚迪持续投资于先进电池技术、本地化生产和下一代电动车平台，预计在全球新能源汽车市场不断发展的过程中，为其长期盈利稳定和提升竞争力提供支援。

市场概况及趋势：比亚迪公司分析

全球汽车产业正经历着向电气化、本土化和软体定义出行方向的剧变，这为比亚迪等垂直整合型企业创造了有利的市场环境。与严重依赖第三方供应商的传统汽车製造商不同，比亚迪的大部分关键零件都是自主生产的，这使其能够实现快速创新、严格控製成本，并在需求低迷时期保持价格柔软性。

比亚迪的市场定位与塑造新能源汽车生态系统的全球趋势紧密契合。首先，随着全球电动车补贴的减少，价格优势已成为消费者接受电动车的关键因素。比亚迪凭藉着规模经济带来的成本优势，能够在价格敏感的市场中积极竞争，同时又不牺牲续航里程、安全性和配置功能。其次，随着各国政府优先推动公共运输、叫车和物流等领域的车队电气化，比亚迪正在这些领域抢占先机，确立主导。

另一个关键趋势是地域多元化。儘管中国仍然是比亚迪的收入基础，但海外市场已被定位为战略成长引擎。该公司正在采用可复製的扩张模式：以具有竞争力的价格进入市场，赢得车队或政府合同，建立经销商网络，然后透过CKD/SKD组装或本地工厂实现生产本地化。这种模式降低了关税风险，并增强了政治和监管的认可。

科技融合也惠及比亚迪的一体化生态系。刀片电池、电芯与车身整合结构以及自主研发的车辆控制系统等创新技术，提升了安全性、能量密度与生产效率。同时，全球电动车市场正面临产能过剩和价格竞争带来的利润压力。比亚迪的垂直整合使其能够有效缓解利润压力，从而在依赖外部供应商的竞争对手中脱颖而出。

总体而言，比亚迪处于成本领先、技术优势和地理适应性这三大结构性趋势的交汇点，预计到 2030 年，这些趋势将决定其在全球新能源汽车 (NEV) 市场的竞争优势。

分析范围：比亚迪公司分析

本分析比较亚迪2024年至2030年（以2024年为基准年）的全球汽车和新能源汽车业务（特别是其搭乘用电动汽车和插电式混合动力汽车平台）进行了战略和财务评估，既反映了当前的业绩，也反映了中期增长趋势。

报告涵盖比亚迪的製造策略、技术蓝图、地理扩张以及在全球主要市场的竞争地位评估。报告重点关注比亚迪的垂直整合模式、在地化策略及其在车队电气化倡议中的作用。此外，报告还检验了影响比亚迪长期扩充性的需求驱动因素、监管影响以及结构性风险。

从地理上看，这涵盖了比亚迪已建立或宣布设立主要生产和销售基地的中国、东南亚、欧洲、拉丁美洲和澳洲。金额以美元计，着重于对公司整体业绩的评估，而非按业务部门划分收入。

调查方法结合了行业标竿分析、趋势评估和策略规划，旨在评估比亚迪在全球新能源汽车生态系统中的相对地位，从而为比亚迪的成长潜力、竞争可持续性和未来市场重要性提供决策参考。

营收及预测：比亚迪公司分析

2024年，比亚迪营收表现稳健，充分体现了其规模优势、不断扩大的国际扩张以及在全球新能源汽车市场的持续领先地位。该财年，比亚迪实现合併总营收1,087.9亿美元，其中核心汽车及相关产品业务贡献864.8亿美元。这一业绩巩固了比亚迪作为中国最大电动车製造商和出口商的地位。

海外市场在比亚迪的收入结构中扮演着日益重要的角色。 2024年，比亚迪在110多个国家和地区实现了310.7亿美元的海外收入，凸显了其国际扩张战略的成功。儘管国内收入仍占据主导地位，但海外销售额约占总销售额的三分之一，显示比亚迪的市场多元化程度不断提高，对中国市场的依赖程度也随之降低。

随着销售成长，盈利指标也同步提升。比亚迪公布的归属于母公司的净利润为56.3亿美元，这反映出其电动车平台营运槓桿的提升、规模经济效益的发挥以及成本控制的加强。儘管全球电动车市场面临巨大的价格压力，但该公司仍实现了约5.2%的净利率。

在成本和投资方面，2024年研发支出将达到75.9亿美元，显示公司对先进电池化学、汽车平臺、功率半导体和下一代电气化技术有着显着的投入。这种持续的投资能够实现快速的产品更新和技术主导的差异化，从而保障收入的持续成长。

总体而言，本报告呈现的收入结构表明，比亚迪2024年的成长将主要由销售成长、海外市场扩张以及汽车业务扩张驱动，而非基于一次性利润或未来预期。现有数据（在报告揭露的数字范围内）凸显了比亚迪稳健的收入基础，这得益于全球需求和垂直整合。

成长要素：比亚迪公司分析

成长要素在于新兴市场对电动车日益增长的未满足需求，在这些市场，价格和可靠性比品牌知名度更为重要。比亚迪高性价比的平台正在帮助电动车在价格敏感地区迅速普及。

政府主导的车队电气化计画也是一个关键驱动因素，公共交通、叫车和物流车队越来越重视成熟、扩充性的电动车供应商，这使得比亚迪成为首选合作伙伴。

垂直整合和技术领先优势透过降低对外部供应商的依赖和缩短产品开发週期，进一步推动了比亚迪的成长。电池、电力电子和车辆控制系统领域的创新增强了比亚迪的差异化优势。

本土化策略降低了贸易壁垒，提高了政治认可度，尤其是在欧洲和拉丁美洲。此外，日益严格的全球排放法规持续从结构上推动新能源汽车的普及，增强了比亚迪的长期成长前景。

成长限制阻碍因素：比亚迪公司分析

比亚迪在中国以外地区的高端品牌认知度面临挑战，这限制了其在奢侈品领域的短期盈利。此外，比亚迪对中国市场的高度依赖使其更容易受到国内需求正常化的影响。

贸易壁垒和关税限制了企业进入某些高利润市场，因此需要资本密集的在地化生产。产业产能过剩和价格竞争挤压了利润空间，而随着国际企业发展的扩张，外汇波动加剧了收入的波动性。

竞争格局：比亚迪公司分析

比亚迪身处全球竞争最激烈、发展最快的新能源汽车生态系统之一，这里既有大规模跨国汽车製造商，也有快速崛起的中国电动车製造商。在全球范围内，超过40家成熟的汽车製造商在纯电动汽车（BEV）、插电式混合动力汽车（PHEV）和混合动力汽车领域展开竞争，而20多家新兴的中国新能源汽车製造商正在推动价格竞争，并加速创新週期。

比亚迪的竞争优势源自于其生产规模、端到端垂直整合以及在电池和电动车平台技术领域的领先地位。与严重依赖第三方供应商的竞争对手不同，比亚迪自主管理电池、功率半导体、电力驱动系统和车辆控制系统，从而实现成本效益、快速车型迭代，并在海外市场保持价格竞争力。比亚迪卓越的续航里程和价格比、不断扩展的销售网络以及合规能力进一步巩固了其全球地位。

主要竞争对手包括特斯拉、吉利控股集团、福斯汽车集团、通用汽车、现代汽车集团、宝马集团和长安汽车集团。截至2024年，前五大竞争对手将占据全球纯电动车（BEV）和插电式混合动力车（PHEV）市场约34%的份额，凸显出市场竞争格局分散但规模主导的特征。

竞争已从乘用车领域扩展到商用电动车、电池供应和功率半导体领域，宁德时代、三星SDI和英飞凌科技等公司正在影响上游趋势。比亚迪的销售模式结合了直销、经销商加盟、线上销售、车队伙伴关係和政府采购，以增强市场进入和销售量的扩充性。

策略性收购和合作，包括对行动出行平台、锂资源和区域分销网络的投资，进一步增强了比亚迪的竞争生态系统和长期全球战略地位。

目录

策略要务

• 为什么经济成长变得越来越困难？
• 策略要务
• 三大策略要务对比亚迪的影响

生态系统

• 成长驱动因素
• 成长限制因素
• 分析范围
• 竞争环境
• 主要竞争对手

成长环境

• 主要发现：全球亮点
• 主要发现：区域亮点
• 比亚迪的演变
• 比亚迪汽车2025年销售分析
• 2024 年与 2025 年十大纯电动车和插电式混合动力车销量对比
• 2025年主要市场销售量
• 比亚迪高端品牌
• 比亚迪与全球竞争对手的销售比较：2024 年与 2025 年对比
• 比亚迪和特斯拉在2025年欧洲市场的表现
• 比亚迪南美亮点 2025
• 比亚迪的主要伙伴关係
• SWOT分析
• 比亚迪的现况及未来展望：2025年及2030年

比亚迪概览

• 比亚迪公司简介
• 比亚迪业务概览
• 比亚迪：2024年关键统计数据
• 比亚迪2024年全球营收分析
• 比亚迪主要产品概览
• 比亚迪全球组织结构
• 比亚迪的全球布局：乘用车
• 比亚迪乘用车在中国的市占率
• 比亚迪生产分析
• 比亚迪纯电动车产量与销售成长对比
• 比亚迪动力传动系统销售分析
• 比亚迪在全球电动车市场的地位

比亚迪：关键策略

• 关键策略概述
• 多元化的产品系列
• 面向所有消费群的品牌
• 腾势、防城邦、阳王战略分析
• 强大的电池製造能力
• 比亚迪推动快速充电技术创新
• 什么是超级电子平台？
• 快速充电对比：比亚迪 vs 特斯拉
• 各车型均配备快速充电设施
• 比亚迪的垂直整合供应链
• 比亚迪的竞争性定价策略
• 在全球拓展零售据点

比亚迪：海外扩张

• 影响比亚迪海外成长的关键政策、税收优惠和关税
• 比亚迪的海外销售额与其他中国公司相比如何？
• 比亚迪海外销售概况
• 比亚迪各地区销售：2024 年与 2025 年对比

比亚迪在欧洲的业务

• 中国汽车製造商进入欧洲市场
• 比亚迪在欧洲：概览
• 比亚迪欧洲市占率（2025年）
• 比亚迪在欧洲的市场成长与其他汽车製造商相比：2024 年与 2025 年对比
• 欧洲重大扩大策略
• 比亚迪在欧洲面临的挑战
• 比亚迪的欧洲基地
• 比亚迪车型：欧洲生产计画
• 比亚迪高端及超高端市场：生产计画
• 比亚迪在欧盟的供应商伙伴关係

比亚迪在南美洲和墨西哥的业务

• 中国汽车製造商进军南美洲市场
• 比亚迪在南美洲市场概览
• 比亚迪2025年在南美洲的市场份额
• 比亚迪在南美市场的成长率与其他汽车製造商相比：2024 年与 2025 年对比
• 比亚迪在南美洲的製造工厂
• 比亚迪在墨西哥的业务

比亚迪在亚洲（不包括中国）的业务

• 中国汽车製造商在亚洲（不包括中国）的业务
• 比亚迪在亚洲概况
• 比亚迪在亚洲市场的地位（2025年）
• 比亚迪及其他OEM厂商的市场成长：2024年及2025年
• 比亚迪在泰国的发展概况：亮点
• 亚洲主要扩大策略
• 亚太製造工厂
• 主要型号的生产
• 计划在亚洲市场发布的车型
• 比亚迪在亚洲的供应商伙伴关係

发展机会

• 成长机会一：拓展新市场
• 成长机会2：中国以外的电池製造
• 成长机会3：政府推动和电气化目标将带动海外需求

附录与后续步骤

BYD Driving Transformational Growth Through Aggressive Global Expansion, Supportive EV Policies, and Untapped Overseas EV Demand

BYD is a leading global new energy vehicle (NEV) and electric vehicle (EV) manufacturer, recognized for its vertically integrated business model and cost-efficient scale. In 2024, BYD recorded total revenue of USD 108.79 billion, driven primarily by strong performance in its automotive and related products segment, which accounted for the majority of company turnover. Continued expansion across international markets and sustained demand for battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs) supported overall growth.

Key Market Trends & Insights

• China remained BYD's largest revenue-generating market in 2024, supported by scale advantages and policy alignment.
• Overseas operations expanded rapidly, with international revenue generated across 110+ countries, reflecting growing global acceptance of BYD-branded vehicles.
• The automotive and related products segment contributed the dominant share of total revenue, significantly outweighing electronics and other businesses.
• BYD's vertically integrated control over batteries, power semiconductors, and electric drivetrains enhanced cost competitiveness amid global EV price pressure.
• Rising fleet electrification across public transport, ride-hailing, and logistics continued to support stable volume growth.

Market Size & Revenue Highlights

• 2024 Total Revenue: USD 108.79 Billion
• Automotive Segment Revenue: USD 86.48 Billion
• Overseas Revenue: USD 31.07 Billion
• Net Profit Attributable to Parent Company: USD 5.63 Billion
• R&D Investment: USD 7.59 Billion

The sustained modernization of global transportation systems and accelerating adoption of electrified mobility are reinforcing BYD's market position. Ongoing investments in advanced battery technology, manufacturing localization, and next-generation EV platforms are expected to support long-term revenue stability and competitive strength as the global NEV market continues to evolve.

Market Overview & Trends: BYD Company Analysis

The global automotive industry is undergoing a structural transformation toward electrification, localization, and software-defined mobility, creating favorable conditions for vertically integrated players such as BYD. Unlike traditional OEMs that rely heavily on third-party suppliers, BYD internalizes most critical components, enabling faster innovation cycles, tighter cost control, and pricing resilience during periods of demand softening.

BYD's market positioning is closely aligned with macro trends shaping the NEV ecosystem. First, affordability has become a decisive adoption factor as EV subsidies decline globally. BYD's scale-driven cost efficiencies allow it to compete aggressively in price-sensitive markets without sacrificing range, safety, or feature content. Second, governments are increasingly prioritizing fleet electrification-public transport, ride-hailing, and logistics-segments where BYD has established early leadership.

Another defining trend is geographic diversification. While China remains BYD's revenue anchor, overseas markets now represent a strategic growth engine. The company follows a repeatable expansion model: enter with competitively priced models, secure fleet or government contracts, establish dealer networks, and localize production through CKD/SKD assembly or full manufacturing plants. This approach mitigates tariff exposure and strengthens political and regulatory acceptance.

Technological convergence also favors BYD's integrated ecosystem. Innovations such as the Blade Battery, cell-to-body architecture, and proprietary vehicle control systems enhance safety, energy density, and manufacturing efficiency. At the same time, global EV markets are experiencing margin compression due to overcapacity and price wars. BYD's ability to absorb margin pressure through vertical integration positions it more favorably than peers dependent on external suppliers.

Overall, BYD operates at the intersection of cost leadership, technology control, and geographic adaptability-three structural trends expected to define competitive success in the global NEV landscape through 2030.

Scope of Analysis: BYD Company Analysis

This analysis provides a strategic and financial assessment of BYD's global automotive and NEV operations, with a primary focus on passenger electric vehicles and plug-in hybrid platforms. The study period spans 2024 to 2030, with 2024 as the base year, capturing both recent performance and medium-term growth dynamics.

The scope includes evaluation of BYD's manufacturing strategy, technology roadmap, geographic expansion, and competitive positioning across major global markets. Particular emphasis is placed on BYD's vertical integration model, localization strategy, and role in fleet electrification initiatives. The analysis also examines demand drivers, regulatory influences, and structural risks impacting long-term scalability.

Geographically, the study covers China, Southeast Asia, Europe, Latin America, and Australia, regions where BYD has established or announced significant production and sales operations. Monetary values are expressed in US dollars, and the assessment focuses on consolidated company-level performance rather than segment-specific revenue attribution.

Methodologically, the analysis integrates industry benchmarking, trend evaluation, and strategic mapping to assess BYD's relative position within the global NEV ecosystem. The objective is to provide decision-oriented insights into BYD's growth potential, competitive sustainability, and future market relevance.

Revenue & Spending Forecast: BYD Company Analysis

BYD demonstrated strong revenue performance in 2024, reflecting its scale advantage, expanding overseas footprint, and continued leadership in the global new energy vehicle (NEV) market. During the year, BYD achieved total consolidated revenue of USD 108.79 billion, supported primarily by its automotive and related products business, which contributed USD 86.48 billion. This performance reinforced BYD's position as China's largest EV manufacturer and exporter.

Overseas markets played an increasingly important role in the company's revenue mix. In 2024, BYD generated USD 31.07 billion in overseas revenue, spanning 110+ countries, highlighting the success of its international expansion strategy. While domestic revenue remained dominant, overseas sales accounted for nearly one-third of total turnover, underscoring improving geographic diversification and reduced reliance on the Chinese market alone.

Profitability indicators also strengthened alongside revenue growth. BYD reported net profit attributable to the parent company of USD 5.63 billion, reflecting improved operating leverage, scale efficiencies, and cost control across EV platforms. The company's net profit margin of ~5.2% was achieved despite aggressive pricing pressure in global EV markets.

From a cost and investment perspective, R&D spending reached USD 7.59 billion in 2024, representing a significant commitment to advanced battery chemistry, vehicle platforms, power semiconductors, and next-generation electrification technologies. This sustained investment supports revenue continuity by enabling rapid product refresh cycles and technology-led differentiation.

Overall, the revenue profile presented in the report indicates that BYD's growth in 2024 was driven by volume expansion, overseas market penetration, and automotive scale, rather than one-time gains or speculative future assumptions. The available data highlights a structurally strong revenue base supported by global demand and vertical integration, without extending beyond the figures disclosed in the report.

Growth Drivers: BYD Company Analysis

Key growth drivers for BYD include rising unmet EV demand in emerging markets, where affordability and reliability outweigh brand legacy. BYD's cost-efficient platforms enable rapid adoption in price-sensitive regions.

Government-led fleet electrification initiatives represent another major driver. Public transport, ride-hailing, and logistics fleets increasingly favor proven, scalable EV suppliers, positioning BYD as a preferred partner.

Vertical integration and technology leadership further accelerate growth by reducing dependency on external suppliers and shortening product development cycles. Innovations in batteries, power electronics, and vehicle control systems strengthen BYD's differentiation.

Localization strategies mitigate trade barriers and enhance political acceptance, particularly in Europe and Latin America. Additionally, tightening emission regulations globally continue to structurally favor NEV adoption, reinforcing BYD's long-term growth outlook.

Growth Restraints: BYD Company Analysis

BYD faces challenges related to premium brand perception outside China, limiting near-term profitability in high-end segments. High exposure to the Chinese market also increases sensitivity to domestic demand normalization.

Trade barriers and tariffs restrict access to certain high-margin markets, necessitating capital-intensive localization. Industry overcapacity and price wars compress margins, while currency volatility amplifies earnings variability as international exposure increases.

Competitive Landscape: BYD Company Analysis

BYD operates within one of the most competitive and rapidly evolving global NEV ecosystems, characterized by the coexistence of large multinational OEMs and a fast-expanding base of Chinese electric vehicle manufacturers. Globally, 40+ established automotive OEMs compete across battery electric vehicle (BEV), plug-in hybrid electric vehicle (PHEV), and hybrid segments, alongside 20+ emerging Chinese NEV players that are accelerating price competition and innovation cycles.

BYD's competitive differentiation is anchored in scale of production, end-to-end vertical integration, and leadership in battery and EV platform technologies. Unlike peers that rely heavily on third-party suppliers, BYD internally controls batteries, power semiconductors, electric drivetrains, and vehicle control systems, enabling superior cost efficiency, rapid model refreshes, and overseas pricing resilience. Strong range-to-cost value, expanding dealer networks, and regulatory compliance further reinforce its global positioning.

The leading competitive groups include Tesla, Geely Holding Group, Volkswagen Group, General Motors, Hyundai Motor Group, BMW Group, and Changan Automobile Group. Collectively, the top five competitors account for approximately 34% of the global BEV and PHEV market as of 2024, highlighting a fragmented yet scale-driven competitive structure.

Beyond passenger vehicles, competition extends into commercial EVs, battery supply, and power semiconductors, where players such as CATL, Samsung SDI, and Infineon Technologies influence upstream dynamics. BYD's distribution model-combining direct retail, dealer franchises, online sales, fleet partnerships, and government procurement-enhances market access and volume scalability.

Strategic acquisitions and partnerships, including mobility platforms, lithium resource security, and regional distribution stakes, further strengthen BYD's competitive ecosystem and long-term global positioning.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8(TM)
• The Impact of the Top 3 Strategic Imperatives on BYD

Ecosystem

• Growth Drivers
• Growth Restraints
• Scope of Analysis
• Competitive Environment
• Key Competitors

Growth Environment

• Key Findings: Global Highlights
• Key Findings: Regional Highlights
• Evolution of BYD
• BYD Automotive Sales Analysis in 2025
• Top 10 BEV and PHEV Vehicle Model Sales: 2024 vs 2025
• Key Markets by Sales Volume in 2025
• Premium BYD Brands
• BYD Sales Comparison Among Global Competitors: 2024 vs 2025
• Performance of BYD vs Tesla in Europe in 2025
• BYD Highlights in South America, 2025
• Key BYD Partnerships
• SWOT Analysis
• BYD Current and Future Outlook: 2025 vs 2030

BYD Overview

• BYD Company Limited Profile
• BYD Business Snapshot
• BYD: Key Stats 2024
• Global Revenue Analysis of BYD in 2024
• BYD Key Products: Overview
• Organizational Structure of BYD Global
• BYD Global Footprint: Passenger Vehicles
• BYD Passenger Vehicle Footprint in China
• BYD Production Analysis
• BYD BEV Production vs Sales Growth Comparison
• BYD Overall Sales Analysis by Powertrain
• Global Market Position of BYD in the EV Market

BYD: Key Strategies

• Key Strategies Overview
• Diversified Product Portfolio
• Brands for Every Consumer Segment
• Strategic Analysis of Denza, Fangchengbang, and Yangwang
• Strong Battery Manufacturing Capabilities
• BYD Advancing Innovations in Fast Charging Capabilities
• What is Super ePlatform?
• Comparison of Fast Charging Capabilities: BYD vs Tesla
• Fast Charging Infrastructure Across Models
• BYD's Vertically Integrated Supply Chain
• BYD's Competitive Pricing Strategy
• Ramping up Retail Outlets Globally

BYD: Overseas Expansion

• Key Policies, Tax Incentives, and Tariffs Impacting BYD Growth Overseas
• BYD Overseas Sales Compared to Other Chinese Players
• BYD Overseas Sales Overview
• BYD Regional Sales Mix: 2024 vs 2025

BYD Presence in Europe

• Chinese OEMs' Expansion in Europe
• BYD in Europe: Overview
• BYD Market Share in Europe, 2025
• Market Growth of BYD Compared to Other OEMs in Europe: 2024 vs 2025
• Key Expansion Strategies in Europe
• Challenges for BYD in Europe
• BYD Locations in Europe
• BYD Auto Vehicle Models: Production Plans in Europe
• BYD Premium and Ultra-Premium Segments: Production Plans
• BYD Supplier Partnerships in the EU

BYD Presence in South America and Mexico

• Chinese OEMs' Expansion in South America
• BYD in South America: Overview
• BYD Market Share in South America, 2025
• Market Growth of BYD Compared to Other OEMs in South America: 2024 vs 2025
• BYD Manufacturing Plants in South America
• BYD Presence in Mexico

BYD Presence in Asia (Excl. China)

• Chinese OEMs' Expansion in Asia (Excl. China)
• BYD in Asia: Overview
• BYD Market Position in Asia, 2025
• Market Growth of BYD vs Other OEMs: 2024 vs 2025
• BYD's Presence in Thailand: Highlights
• Key Expansion Strategies in Asia
• Manufacturing Plants in Asia-Pacific
• Production of Key Models
• Planned Models for Launch in Asia
• BYD Supplier Partnerships in Asia

Growth Opportunity Universe

• Growth Opportunity 1: Penetration into Newer Markets
• Growth Opportunity 2: Battery Manufacturing Outside China
• Growth Opportunity 3: Government Push and Electrification Targets Key to Driving Demand Overseas

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer