Core Viewpoint - The article discusses the significant growth of Chinese fuel vehicles in overseas markets, highlighting their competitive advantages in terms of price and features compared to traditional brands, despite the global shift towards electric vehicles [4][25]. Group 1: Export Growth of Fuel Vehicles - Since 2020, for every four cars exported from China, three have been fuel vehicles [5]. - In 2021, China exported 2.015 million cars, with 1.705 million being fuel vehicles, accounting for 84.6% [6]. - In 2022, the total car export volume reached 3.111 million, with fuel vehicles increasing to 2.342 million, representing 78.2% [7]. - In 2023, the export volume of traditional fuel vehicles was 3.707 million, making up 75.4% of total exports [8]. - Projections for 2024 indicate that fuel vehicle exports will reach 4.574 million, maintaining a share of 78.1% [9]. Group 2: Market Performance and Competitiveness - Chinese fuel vehicles are performing well in secondary markets such as Eastern Europe, Latin America, and Africa, with significant market shares [12]. - In South Africa, Chinese manufacturers captured nearly 16% of the automotive market in the first half of the year, up from 10% the previous year [12]. - In Chile, Chinese fuel vehicles accounted for nearly one-third of the market, while traditional brands saw sales declines of 34% to 45% [12]. Group 3: Advantages of Chinese Fuel Vehicles - Chinese fuel vehicles offer superior cost-performance ratios, allowing consumers to purchase larger and better-equipped vehicles for the same price as basic models from traditional brands [16][38]. - For example, in Saudi Arabia, the price of a base model Nissan Sylphy can buy a fully equipped MG7, which offers better performance and features [38]. - The strategy of providing high configurations at competitive prices has proven effective in attracting budget-conscious consumers [40]. Group 4: Industry Upgrades and Global Strategy - Chinese automakers have upgraded their production standards to meet international safety and reliability benchmarks, moving from merely exporting products to establishing local production bases in key markets [21][42]. - Companies like Chery, SAIC, and Geely have successfully transitioned to building local supply chains and sales networks, enhancing their global competitiveness [21][44]. - Some joint ventures have also leveraged Chinese manufacturing advantages to boost their export operations significantly [23][45]. Group 5: Future Outlook - The narrative of Chinese fuel vehicles represents a "silent yet solid" counterattack in the face of the electric vehicle trend, focusing on practical needs in markets where electric infrastructure is lacking [25][46]. - Despite challenges in brand recognition and scale compared to global giants like Toyota and Volkswagen, Chinese manufacturers are poised to convert their cost and technology advantages into sustainable global competitiveness [25][46].

工信部新车盘点 编辑：梅梅 12月5日，第402批次工信部新车申报名单公布，各家车企都申报了最新的产品信息。时值年底，车企往往会考虑到来年的新车规划，产品布局，因此12月 的申报名单数量庞大，由此我们不难看出各大车企明年的产品导向，本期视频我们一起来看看自主品牌方面有哪些动作。 长安这边重点是CS75PLUS、UNI-V等多款经典燃油车推出了油混和插混版本，给到了消费者更多样化的动力选择。 比亚迪方面申报了多款新车，最值得关注的应该是秦MAX和海豹06MAX两款家轿，这是比亚迪时隔多年后重新启用MAX后缀，为秦L和海豹06的纯电车 型带来了升级。 长城这边则是哈弗H9较为重磅，依旧是硬派定位，提供多样化的选装配置，更契合不同需求的越野玩家。 吉利同样有多款新车申报，其中银河M7最值得关注，新车可以看作银河L7改款，但设计上变动较大，将是宋PLUS等车型的有力对手。 = 国 北米 0 海棠�学妹 工信部新车盘点 编辑：梅梅 12月5日，第402批次工信部新车申报名单公布，各家车企都申报了最新的产品信息。时值年底，车企往往会考虑到来年的新车规划，产品布局，因此12月 的申报名单数量庞大，由此我们不难看出各大车企明 ...

Group 1 - The core viewpoint of the articles highlights the rapid development and strong momentum of China's new energy vehicle (NEV) industry, particularly through the demonstration of BYD's innovative technologies and products [1][2]. - The event showcased BYD's advanced vehicle capabilities, including the U9 model's impressive performance in a "car dance show," which captivated the audience and demonstrated the integration of technology and art [1]. - Journalists expressed their astonishment at the advancements in NEV technology, noting that the vehicles now offer enhanced functionalities and intelligence that exceed previous expectations [1]. Group 2 - BYD is recognized as a global leader in the NEV and clean energy solutions sector, with a comprehensive business model that includes research, production, sales, and service across multiple fields such as automotive, battery, photovoltaic, and energy storage [2]. - The company has established itself as a benchmark for high-quality manufacturing development in the Guangdong-Hong Kong-Macao Greater Bay Area, with a wide range of products covering both passenger and commercial vehicles [2]. - In the first eleven months of this year, BYD produced approximately 4.1176 million NEVs and sold around 4.182 million units, maintaining its position as the top seller of NEVs globally for several consecutive years [2].

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 昨天，行家说储能报道了宁德时代（ 点这里 ）与弘正储能（ 点这里 ）分别斩获东南亚地区储能订单。 今日，行家说储能又获悉了比亚迪、天合光能、东方日升、三星SDI拿下储能订单——天合光能与美国企业 Lightshift Energy部署1GWh电网级储能系统； 比亚迪与Corvus Energy AS签署谅解备忘录； 东方日升与巴西工业巨头WEG签署3GWh的储能系统战略合作协议；三星SDI向美国某能源企业供应磷酸铁 锂电池。 ▋ 天合光能 ：部署1GWh电网级储能系统 近日，天合光能宣布扩大与美国领先的储能系统开发商、所有者和运营商Lightshift Energy（Lightshift）的战略合作伙伴关系。双方计划合作在美国各地 打造超过1GWh的储能项目组合。项目组合将采用天合光能的Elementa 2 Pro储能解决方案。 值得一提的是，此前天合储能和Lightshift此前已有成功的合作，包括2024年在马萨诸塞州格罗顿、霍尔顿和帕克斯顿的四个项目。 此外，天合光能 董事长高纪凡在12月的业绩说明会上透露，截至2025年三 ...

中新网长沙12月10日电(记者 唐小晴)为期六天的第二十一届中国(长沙)国际汽车博览会(简称"长沙国际 车展")10日在长沙国际会展中心启幕。 " 我们打造了超3000平方米的智能化体验场景，涵盖智能驾驶、整车智能、智能座舱三大技术板 块。"比亚迪长沙片区销售经理刘豹告诉记者，为全方位呈现新能源汽车领域的技术实力，比亚迪展示 了全场景数字钥匙、智能泊车场景和全球首款量产车载无人机系统。 小鹏汇天"陆地航母"分体式飞行汽车的亮相亦十分吸睛。"这是全球首款面向个人用户量产交付的飞行 汽车产品，采用'陆行体+飞行器'分体设计。"汇天航空航天公司副总裁李锐说，位于广州的小鹏汇天飞 行汽车量产工厂满产状态下，生产线每30分钟可下线一台飞行器，工厂已将汽车工业的流水线引入航空 领域。 在本届长沙国际车展上，还有20多款首发新车迎来华中首秀，许多热门新车也纷纷亮相，鸿蒙智行全系 新车则展示最前沿的智驾科技。 年轻人在 车企布置的打卡区拍照。中新网记者 唐小晴 摄 作为中部地区规模最大、最具影响力的汽车行业盛会，本届长沙国际车展共有71个知名汽车品牌参展， 近1000款新车亮相，集中展示汽车领域的电动化、智能化新趋势。 民众 ...

本文源自：金融界AI电报 据香港交易所披露，摩根大通（JPMorgan）对比亚迪股份有限公司 - H股的多头持仓比例于2025年12月 5日从5.84%增至6.24%。 ...

Core Insights - Shenzhen Customs issued 384,000 certificates of origin under free trade agreements for over 5,170 enterprises from January to November this year, involving a total value of 104.64 billion yuan, covering various sectors including electromechanical products and new energy vehicles [1] Group 1: Impact on Companies - Zhaochi Company reported that the certificate for exporting liquid crystal televisions saved nearly 10,000 yuan in costs, enhancing price competitiveness in international markets [1] - Zhaochi Company applied for 544 certificates of origin with a total value of 460 million yuan, resulting in a tax reduction of 16.458 million yuan, which supports market share expansion [1] - BYD Auto Industry Co., Ltd. benefited from the free trade agreement policies, applying for over 4,600 certificates of origin with a value exceeding 10.1 billion yuan [1] Group 2: Customs Initiatives - Shenzhen Customs is focusing on key enterprises, systematically reviewing free trade agreements and origin rules, and continuously expanding the range of preferential measures for enterprises [2]

盛新锂能公告称，本次可解除限售的非公开发行股份数量为4663.09万股，占公司总股本的5.09%，持有 人为比亚迪。该部分股份上市流通日期为2025年12月15日。本次限售股形成后至今，公司总股本由 911,895,872股变更至915,293,872股。截至公告披露日，股东严格履行股份限售承诺，不存在非经营性占 用公司资金及违规担保情形。保荐机构中信证券同意本次限售股份解除限售上市流通。 ...

Industry Information - The 2025 Guangzhou Auto Show concluded with new energy vehicles (NEVs) surpassing 50% of total exhibits for the first time, with 629 out of 1,085 vehicles being NEVs, reflecting a significant growth in the sector [8][9] - A meeting on the standardization of power battery recycling was held in Ningde, emphasizing the importance of establishing a comprehensive standard system to support the high-quality development of the new energy industry [8] - A half-solid-state lithium battery energy storage project in Inner Mongolia has successfully connected to the grid, marking a milestone in the commercialization of half-solid-state storage technology [9] - CATL announced that 1,000 battery swap stations will be operational before the Spring Festival, enhancing the infrastructure for electric vehicles [9] - The Ministry of Industry and Information Technology encourages leading companies in solar, wind, lithium batteries, and NEVs to expand internationally [10] - In October, the total import and export value of automotive goods reached $25.31 billion, a year-on-year increase of 9.5% [12] - CATL's 587Ah battery cells have shipped 2GWh, with an expected total shipment of 3GWh for the year, indicating a successful entry into large-scale commercial production [12] - The first China-New Zealand dialogue on new energy vehicles was held, aiming to strengthen cooperation in the sector [12] - Huawei's automotive solutions saw a significant increase in sales, with over 180,000 units sold in November, marking an 80% month-on-month growth [13] - The user satisfaction index for China's NEV industry reached 80 points in 2025, showing steady improvement in quality and performance [14] Policy Information - Hebei Province has introduced new electricity pricing regulations, reducing charging costs by over 50% during off-peak hours [23] - The Guangdong province announced a total of 18.87 million yuan in subsidies for electric vehicle charging infrastructure in 2023, significantly higher than the previous year's funding [24] - A new plan in Hangzhou aims to achieve "full coverage of charging facilities" by 2030, enhancing the infrastructure for electric vehicles [25][26] - The National Development and Reform Commission has released a list of eligible projects for infrastructure REITs, including charging facilities [28] - Jilin Province announced a total of 54.32 million yuan in subsidies for electric vehicle battery swap stations for 2024 [30] Company Information - SAIC Motor has extended its purchase tax subsidy for the new MG4 model until December 28, 2025 [41] - Lantu Motors reported over 20,000 vehicle deliveries in November, setting a new record [41] - Leap Motor achieved a record high of 70,327 vehicle deliveries in November, reflecting a 75% year-on-year increase [41] - Xiaomi's automotive deliveries exceeded 40,000 units in November, surpassing its annual target of 350,000 units [42]

文/王文军，中国科学院广州能源研究所；李帅威，沈阳化工大学经济与管理学院硕士研究生 编者按：由21世纪经济报道能源策工作室推出的《能源之声》栏目，旨在立足当前我国能源产业发展新形势，围绕政策分析、地方观察、产业 研究等方面，通过外部专家约稿形式给予深刻的见解。第一阶段，《能源之声》栏目将围绕广东省新型储能产业发展情况，由21世纪经济报道 能源策工作室联合中国能源研究会双碳产业合作分会等机构共同邀约，相继推出五篇来自业内专家的文章，为广东省新型储能产业的高质量发 展建言献策。本文为最后一篇（第五篇）。 随着全球迈向碳中和目标的步伐不断加速，以光伏和风电为代表的新能源装机量持续迅猛增长，电力系统的调峰需求和电力保供压力也随之日 益加剧。以锂离子电池为代表的新型储能，其技术与产业发展正成为各国协同实现电力近零排放与能源安全保障的关键。然而，国际政治经济 格局和绿色贸易规则的深刻变化，正对中国、尤其是广东这一外贸重镇提出新的挑战与要求。 在"国内国际双循环"新发展格局下，中国新型储能产业既要夯实国内市场需求，也须积极开拓国际市场，实现"双轮驱动"。广东作为全国第一 外贸大省和重要的制造业基地，如何借助"国际循环"推动 ...