BAIC Blue Valley Reports Strong Revenue and Sales Growth in Q1 2025 and 2026

BAIC BluePark reported revenue of RMB 27.94 billion in 2025, an increase of 92.53% year-over-year; in Q1 2026, revenue reached RMB 4.099 billion, up 8.65% year-over-year. The company achieved a positive gross margin for the full year of 2025, and in Q1 2026, its gross margin improved by 11 percentage points year-over-year, marking the third consecutive quarter of positive growth. Total vehicle sales reached 209,600 units in 2025, up 84.06% year-over-year; in Q1 2026, terminal deliveries amounted to 41,000 units, a 44.9% year-over-year increase. This sales growth was primarily driven by the successful implementation of the dual-brand strategy—“Stelato + Arcfox”—and enhanced product competitiveness. Notably, the Stelato S9 and S9T sedan-wagon duo have ranked first in sales among new energy sedans priced above RMB 300,000 for six consecutive months. Arcfox surpassed 160,000 units in sales in 2025, and its market share doubled in Q1 2026. The Stelato S9T, hailed as the “most beautiful intelligent station wagon,” leads all mid-to-large-sized new energy sedans in Net Promoter Score (NPS). The company has also made technological advancements in intelligent driving and power battery technologies, deepened strategic collaborations with industry leaders, and expanded its industrial partnership ecosystem.