BYD July sales top 419k, nearly 180k overseas: A victory for the 'arbitrage' logic

I noticed an interesting detail: BYD's overseas sales in July approached 180,000 units, a year-on-year increase of 124.3%, while domestic sales remained roughly flat month-over-month. In other words, growth was driven almost entirely by overseas markets. Looking at this figure from the vantage point of August 2026, it's no longer just about "selling more"; it represents a qualitative shift at the strategic level—BYD is using its cost advantages at home to execute a kind of "technology arbitrage" in overseas markets.