BYD's Quietly Raised Export Target Is a Volume Warning for Europe BYD didn't announce a strategy shift — it revised a number. But that 200,000-unit upward revision to its 2026 export target tells European dealers, infrastructure operators, and EV investors everything a tariff negotiation cannot. The wave is larger than the public guidance suggested, and it is already moving. ## What happened in China On March 30, 2026, during an analyst briefing, BYD management signalled confidence in hitting 1.5 million exports for the full year — a quiet but significant upgrade from the 1.3 million target the company had announced in January. That revision is 15% higher than the earlier guidance, and it lands mid-quarter, not at an annual strategy day. Timing matters: BYD didn't wait for year-end momentum to revise upward. It did so after posting Q1 2026 export volumes of 321,165 vehicles and March exports of 120,083…