Chinese Automakers Overseas Sales Jump 35% MoM

BYD’s overseas registrations rose 35‑40% MoM in March, with UK, Brazil and Australia accounting for about 54% of sales.
Geely’s overseas registrations grew 30‑35% MoM, driven by strong European demand; Russia, Mexico, Australia and Thailand made up 65% of sales.
Great Wall Motor saw 30‑35% MoM overseas growth, with Russia, Brazil and Australia representing roughly 76% of its foreign sales.
Morgan Stanley notes automakers are targeting oil‑price‑driven EV demand abroad while domestic demand remains weak, keeping annual targets on track.