据比亚迪集团品牌及公关处总经理李云飞微博透露，核心部件零如电池、电机、电控三大件均完好无损。 齐鲁晚报·齐鲁壹点 李璟瑶 8月5日下午，广西北海铁山港服务区内上演惊险一幕：一辆缓慢行驶的比亚迪宋PLUS EV在雷暴天气中连续三次遭遇闪电直击，强电流在车顶形成明显放 电现象，据了解车内女性驾驶员全程未受伤害，并已按原计划继续广西旅程。 热议。 7日,被雷击的新能源车车况首次曝光,@上游新闻 记 负责检测维修的4S店专业人员表示,该车的三大件(云 池包、电控、电机）都没有短路迹象,除了顶部有两处 外,整车外观也没有损坏,目前该车还在店内检查,车 安无事已报保险。 "我从业 12年第一次遇到被雷击的情况!"据该专业人员 该新能源车遭遇雷击时启动断电保护功能,展现较强的 性能,车主在车内没有下车,随后拨打救援电话等待拖 #专业人士建议遇雷击别着急下车# (上游新闻记者 吴键) □上游新闻的微博视频 (7, 3531 ··· | 156 57 此外，比亚迪售后人员也第一时间对车辆进行检测，发现外观结构全车玻璃、轮胎及内饰完好，仅车顶遗留两处雷击灼痕。目前，比亚迪售后团队已启动专 属服务通道，协助车主进行车辆的检修。 在 ...

8月8日，吉利银河A7在贵阳正式上市，新车共推出七个版型，上市限时指导价为8.18万元—11.78万元。 A7上市后，弥补了吉利银河在中型车市场的布局空缺。此前，吉利银河在微型、小型、紧凑型和中大型车市场分别布局了熊猫、星愿、L6、星耀8、E8等 车型，但在中型车市场还没有布局。 吉利银河A7基于GEA智能新能源架构打造，主要卖点包括首发搭载雷神AI电混2.0、千里浩瀚辅助驾驶H3方案、全新银河Flyme Auto智能座舱等技术，参 数方面拥有2L级馈电油耗，2100+km综合续航，2845mm轴距等表现。 节能技术方面，吉利银河A7搭载雷神AI电混2.0，集成热效率47.26%的电混专用发动机，以及基于AI场景引擎的动力域智能体"星睿AI云动力2.0"，CLTC 工况下百公里馈电油耗2.67L，拥有超2100km的综合续航。最高充电功率37kW，30%-80%充电仅需18分钟。 目前，国内中型车市场较几年前已经发生较大改变。比亚迪秦L、比亚迪海豹06等自主品牌车型凭借较好的竞争力，改变了原来由德系帕萨特、迈腾，日 系凯美瑞、雅阁等长期固守的市场格局。 2025年上半年中型轿车销量TOP20榜单显示，比亚迪秦 ...

Core Viewpoint - The article highlights the significant growth and market dominance of lithium iron phosphate (LFP) batteries in the global electric vehicle (EV) sector, emphasizing their increasing adoption and export potential, particularly in the first half of 2025 [3][4][6]. Group 1: Market Performance - In the first half of 2025, global sales of new energy vehicles reached 877.6 million units, a year-on-year increase of 29%, driving the global power battery installation volume to approximately 465.9 GWh, up 35% year-on-year [4]. - LFP batteries accounted for 256.6 GWh of installations, marking a 64% year-on-year increase and capturing a market share of 55.1%, up from 50.3% in 2024 [4][5]. - In China, LFP battery installations reached 223.1 GWh in the first half of 2025, reflecting a 71% year-on-year growth and a market share of 77.4% [5]. Group 2: Export Dynamics - China's battery exports surged, with a total of 127.3 GWh exported in the first half of 2025, a 56.8% year-on-year increase, constituting 20% of total battery sales [6]. - LFP battery exports reached 33.1 GWh in the first half of 2025, showing a remarkable 37% year-on-year growth, significantly outpacing the 20.6% growth of ternary batteries [7]. - In June 2025, LFP battery exports accounted for 42.7% of total exports, narrowing the gap with ternary batteries, which held a 56.8% share [7]. Group 3: Technological Advancements - Domestic companies are enhancing LFP competitiveness through technological iterations, with BYD and CATL launching second-generation batteries that achieve peak charging rates of 10C, addressing previous limitations in charging speed [8]. - The U.S. "Inflation Reduction Act" has created uncertainties, but it also presents growth opportunities in European and Asian markets for Chinese lithium batteries [8]. Group 4: Global Market Trends - Germany has become the largest export market for Chinese lithium batteries, with exports reaching $6.515 billion in the first half of 2025, a 11.5% year-on-year increase [9]. - Major global automakers are increasing their LFP battery installation ratios, with companies like Stellantis, Ford, and Volkswagen announcing partnerships with Chinese manufacturers [7][9]. Group 5: Future Projections - The industry anticipates that by 2028, LFP batteries will capture a 60% share of the overseas power battery market [11].

Core Viewpoint - The global commercial and industrial energy storage market is projected to experience significant growth, with shipments expected to reach 25.4 GWh in 2024 and 30.6 GWh in the first half of 2025, representing year-on-year growth rates of 107% and 125% respectively. By 2025 and 2030, the market is forecasted to reach 60.5 GWh and 439 GWh respectively [1]. Group 1: European Market - The European commercial and industrial energy storage market is characterized by "policy-driven explosion and innovative profit models," with a shipment volume of 4 GWh in the first half of 2025, reflecting a 93% year-on-year growth [6]. - Germany and France are the core growth areas, with Germany's typical project IRR rising to 16.88% and payback periods shortening by over 30% [6]. - Independent storage projects are increasing, with their share rising from 36% in 2024 to 43% in 2025, and Spain seeing 82.9% of new applications being independent storage projects [6]. Group 2: Policy Drivers in Europe - Dynamic pricing mechanisms are becoming widespread, with Spain's intraday price difference reaching €169.47/MWh, and Germany expanding arbitrage opportunities through time-of-use pricing [7]. - Subsidy policies are being enhanced, with the Czech Republic offering a 35% investment cost subsidy and Spain's Andalusia region receiving €70 million for independent storage [7]. - The EU's "Green New Deal" aims for 45% renewable energy by 2030, with Spain planning to add 6.68 GW/36.9 GWh of storage by 2025 [8]. Group 3: Competitive Landscape in Europe - Chinese companies are adopting localization strategies, with partnerships like Sige新能源 and Aprilice reaching a 1 GWh framework agreement [9]. - Direct investments are being made, such as派能科技 establishing a local entity in Europe [9]. Group 4: U.S. Market - The U.S. commercial and industrial energy storage market is showing "accelerated stock and pressured increment," with a shipment volume of 1.8 GWh in the first half of 2025, a 60% year-on-year increase [10]. - Large-scale battery storage projects added 4.618 GW/15.09 GWh from January to May, with a 70.45% year-on-year capacity growth [10]. - However, project cancellations and delays surged by 108%, with Texas accounting for 55% of the new cancellations [10]. Group 5: Policy Environment in the U.S. - The expiration of a 54% tariff on Chinese goods and potential tax credit terminations could lead to a 27% decline in expected installation volumes over five years [12]. - Emerging markets like Indiana are rising due to clear land and policy, while California's NEM3.0 rules are hindering growth [12]. Group 6: African Market - The African commercial and industrial energy storage market is driven by "power shortages and off-grid demand," with Nigeria's population facing severe electricity shortages [14]. - Off-grid solutions are expanding rapidly, particularly in sub-Saharan Africa, where approximately 600 million people lack electricity [15]. - The market is expected to add 1.2 GWh of new installations in 2025, with a compound annual growth rate of 68% [19]. Group 7: Australian Market - The Australian commercial and industrial energy storage market is characterized by "policy incentives and electricity arbitrage," with planned large storage projects reaching 10 GWh in 2025 [21]. - The federal SolarSunshot plan is investing AUD 1 billion to boost local photovoltaic supply chains [22]. - The market is projected to add 3.8 GWh of new commercial and industrial storage in 2025, with large storage installations expected to reach 18 GW by 2035 [23].

Industry Overview - The Chinese electric vehicle (EV) market is experiencing intense competition, with leading brands increasing their market concentration and new entrants facing significant challenges [1] - The market is characterized by saturation in various price segments, leading to fierce competition among brands as consumer demands converge on key features like range, intelligent driving, and cost-effectiveness [1] - The competitive landscape is shifting, with brands no longer targeting traditional direct competitors, but rather engaging in more complex battles [1] Ideal vs. NIO: The Encounter of Large Six-Seat Pure Electric SUVs - Ideal's main competitor is the AITO brand, focusing on the extended-range SUV market, but recently, Ideal's i8 and NIO's L90 have emerged as direct competitors [2] - Ideal's sales have declined significantly, with July sales at 30,731 units, down 39.74% year-on-year and 16.28% month-on-month, indicating a weakening of its extended-range strategy [2][3] - NIO faces a more precarious situation, having accumulated over 100 billion yuan in losses and lacking a breakout model, making the L90 critical for its survival [2] BYD vs. Geely: The Battle for the Throne - In July, BYD sold 341,030 new energy vehicles, maintaining its top position despite a 9.7% month-on-month decline, while its cumulative sales for the first seven months reached 2,454,301 units, up 26% year-on-year [4][5] - Geely's July sales reached 130,124 units, marking a 6.3% month-on-month increase and a 120.4% year-on-year increase, with cumulative sales for the first seven months at 855,275 units, up 125.5% year-on-year [5] - Geely's aggressive restructuring and product integration efforts are aimed at challenging BYD's dominance, with its "Star Wish" model becoming a top seller [5] Xiaomi vs. Tesla: A Direct Comparison - Xiaomi's SU7 surpassed Tesla's Model 3 in monthly deliveries, with the YU7 model receiving over 289,000 pre-orders shortly after its launch, indicating strong market interest [6][7] - Tesla's July sales in China were approximately 68,000 units, showing a decline both year-on-year and month-on-month, prompting the company to introduce the Model Y L to compete in the six-seat family market [8] Leap vs. Xiaopeng: The Price-Performance Battlefield - Leap's July deliveries reached 50,129 units, a year-on-year increase of over 126%, while Xiaopeng delivered 36,717 units, also achieving a record high [10][11] - Both companies attribute their growth to competitive pricing strategies, with Leap focusing on high configuration at lower prices, while Xiaopeng has successfully introduced lower-priced models [11][12] Huawei Ecosystem: Internal Competition Challenges - The sales of Huawei's Hongmeng Intelligent brand reached 47,800 units in July, but the brand faces internal competition and a significant reliance on the AITO model for its overall performance [15][16] - The competition among Huawei's various brands is intensifying, with overlapping technologies leading to price wars and diminishing brand differentiation [16][17] Conclusion - The Chinese EV market is undergoing a brutal competition phase, with predictions of a significant reduction in the number of surviving companies [19][20] - Companies that can effectively balance technology, cost management, and consumer understanding are likely to emerge as the winners in this evolving landscape [20]

8月8日，深圳小漠国际物流港(以下简称"小漠港")作业现场一片繁荣景象：1071辆新能源汽车有序集 结，即将搭乘"合肥号"LNG双燃料滚装船，启航欧洲；与此同时，小漠港正式开通汽车KD件(散件组 装)集装箱外贸内支线——"南通88"轮装载首批160TEU重箱汽车KD件，从小漠港驶向盐田港，换乘国 际班轮出口海外市场。 为紧密契合深汕特别合作区新一代世界一流汽车城核心承载区发展目标，2025年1月8日，小漠港二期主 体工程开工，计划于2027年底完工，届时小漠港将具备每年100万辆汽车运输能力，全力冲刺华南汽车 滚装外贸枢纽港目标。 深圳特区报 记者 易东 通讯员叶群 黄健昕 这标志着小漠港实现汽车整车和零部件协同出海的战略突破，港口交通枢纽功能和平台效应进一步放 大。 此次出口的新能源汽车及KD件均产自比亚迪深汕基地。从比亚迪深汕基地到小漠港的运输距离仅4公里 左右，打破了传统运输模式中港口与汽车工厂之间的距离壁垒，让比亚迪优选小漠港进行汽车业务出 口，"港厂联动"优势持续释放。 为更好把握全球市场新机遇，助力粤港澳大湾区汽车及零部件企业拓展海外市场，小漠港不断织密内外 贸滚装航线网络，推出定制化"整车+零部 ...

Group 1 - The core viewpoint of the article highlights the increasing global influence of Chinese business leaders, with 8 entrepreneurs making it to the 2025 Fortune Global 100 Most Influential Business People list, including BYD's Wang Chuanfu and Huawei's Ren Zhengfei ranking 5th and 7th respectively, marking the best performance for Chinese entrepreneurs on this list [1][3][5] Group 2 - In this year's list, tech industry giants dominate, with Nvidia's founder Jensen Huang taking the top spot, replacing Tesla's Elon Musk, while Microsoft CEO Satya Nadella, Meta's Mark Zuckerberg, and Musk occupy the 2nd to 4th positions [3] - BYD, under Wang Chuanfu's leadership, is recognized as the largest seller of new energy vehicles globally, with sales expected to exceed 4.24 million units in 2024, reflecting its significant market position and international expansion efforts [3][5] - Other notable Chinese entrepreneurs include Xiaomi's Lei Jun at 16th, Tencent's Ma Huateng at 25th, CATL's Zeng Yuqun at 30th, and ByteDance's Zhang Yiming at 43rd, showcasing a substantial rise in their rankings compared to last year [5] - The selection criteria for the Fortune Global 100 list include business scale, health, innovation, global influence, and sustainable leadership, covering 28 industries and featuring individuals from various regions [5]

（原标题：哥伦比亚2025年1-7月比亚迪混合动力汽车销售稳居榜首） 据哥伦比亚《新世纪报》8月6日报道，2025年1至7月，哥混合动力汽车累计注册量达33184辆，同比增长 61%。在市场占有率方面，比亚迪稳居榜首，占比达53.1%，随后依次为起亚（9.6%）、沃尔沃（7.5%）、宝 马（2.6%）、雷诺（2.6%）。 ...

记者从深圳市交通运输局深汕管理局获悉，此次出口的新能源汽车及KD件均产自比亚迪深汕基地。目 前，从比亚迪深汕基地到小漠港的运输距离仅4公里左右。自比亚迪深汕基地宋plus、宋Pro出口车型生 产下线后，小漠港"港厂联动"优势持续释放，交出亮眼成绩单：7月8日小漠港首迎比亚迪"深圳号"滚装 船，比亚迪深汕基地出口车型首次通过地跑形式5分钟集港，实现"出厂即出港"；7月18日比亚迪"郑州 号"在小漠港开启新船首航；7月28日小漠港新开通澳洲滚装外贸航线。 【深圳商报讯】（记者肖晗通讯员黄健昕）8月8日，深圳小漠国际物流港作业现场一片繁荣景象：1071 辆新能源汽车有序在小漠港集结，即将搭乘"合肥号"LNG双燃料滚装船，启航欧洲；与此同时，小漠港 正式开通汽车KD件（散件组装）集装箱外贸内支线——"南通88"轮装载首批160TEU重箱汽车KD件从 小漠港驶向盐田港，换乘国际班轮出口海外市场。 这标志着小漠港实现汽车整车和零部件协同出海的战略突破，港口交通枢纽功能和平台效应进一步放 大，这将为深汕加快建设新一代世界一流汽车城核心承载区、推动区域经济实现高质量注入强劲动能。 为更好把握全球市场新机遇，助力粤港澳大湾区汽 ...

数据统计显示，中华交易服务中国香港内地指数近一个月上涨1.47%，近三个月上涨5.41%，年至今上 涨19.71%。 从中华交易服务中国香港内地指数持仓样本的行业来看，可选消费占比30.40%、通信服务占比 23.13%、金融占比22.31%、信息技术占比10.50%、能源占比6.03%、医药卫生占比2.95%、房地产占比 2.36%、主要消费占比1.13%、工业占比0.66%、原材料占比0.53%。 据了解，中华交易服务中国跨境指数系列为一系列证券价格指数，由中华交易服务中国 120 指数(中华 120)、中华交易服务中国 A80 指数(中华 A80)、中华交易服务中国香港内地指数(中华香港内地指数)以 及中华交易服务中国 280 指数(中华 280)组成，以综合反映沪深港三地上市中国大、中盘证券的整体表 现。该指数以2004年12月31日为基日，以2000.0点为基点。 从指数持仓来看，中华交易服务中国香港内地指数十大权重分别为：腾讯控股（10.76%）、阿里巴巴- W（9.85%）、建设银行（7.97%）、小米集团-W（7.77%）、美团-W（6.16%）、中国移动 （4.48%）、工商银行（4.46% ...