On the Dash:BYD’s September deliveries fell nearly 6% year-over-year, marking its first decline in 2025. China’s electric vehicle leader BYD posted its first year-over-year monthly sales decline in 2025, delivering 393,060 units in September, nearly 6% lower than the same month last year. The automaker reportedly cut its 2025 sales target by up to 16% to 4.6 million units, yet BYD maintained a dominant position in the market, accounting for more than 54% of total EV sales in September. While BYD’s growth slows, several EV upstarts achieved record monthly deliveries. The Harmony Intelligent Mobility Alliance, comprising Aito, Chery, and Maextro, set a new monthly record with 52,916 units, surpassing the 40,000-unit mark it had maintained since May.