2月9日，工信部发布《减免车辆购置税的新能源汽车车型目录》（第二十七批），小米SU7、比亚迪方程豹钛3等多款车型 在列。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 | 庆宝 | 汽车生产企业名称 | 在居居 | 题用名称 | 产品名称 | 出来到给我说 | 整车感器 | 动力看单次组 动力精出液用 | | 各注 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 程(km) | 厨昌(kg) | | 总周景(kg) 总能量 (kWh) | | | 1 | 蔚来汽车谷安(安徽)有限公司 | NAL6543BSEVD1 | ES9 | 正保指定 法司因素依据陈 | 620/600/580 | 2845/2870 | 545 | 102 | | | | | | | 的 | (CLTC ) | /2915 | | | | | 2 | | XMA7001 MBEVA1 | 小米 SU7 | 体体育团队 | 835/805/730 | 2280 | ଚିତିତ | 101. 7 | | | 3 | | ...

近日，全球新能源汽车领先企业比亚迪股份有限公司（以下简称"比亚迪"）发布全年销量业绩，以超460万台的成绩连续第四年位居全球新能源汽车销量首 位。值得关注的是，在整体销量不断攀升、保持行业亮相背后，比亚迪在海外市场正呈现出井喷式增长势头。 德国、英国市场爆发式增长 从具体市场来看，根据德国联邦汽车运输管理局（KBA）最新数据，2026年1月比亚迪在德国售出新车2629辆，较2025年同期的235辆增长约10.18倍，显示 出极强的市场渗透力。回顾2025年全年，比亚迪在德国乘用车注册量已达23306辆，相比2024年增长超过7倍。 在英国市场，英国汽车制造商与贸易商协会（SMMT）统计显示，比亚迪今年1月新能源汽车注册量达4021辆，同比大幅增长149.13%，持续巩固其在欧洲 新能源车市场的影响力。 海外业务成为增长新引擎 德英等传统老牌汽车强国的市场突破，是比亚迪全球战略进入高速发展期的重要锚点。 截至目前，比亚迪新能源车目前已覆盖全球6大洲、110多个国家和地区，海外销量持续攀升，不仅推动了欧洲、拉美、亚太等区域的新能源汽车普及，也因 其较高的盈利能力，成为公司高质量增长的重要动力。 销售结构凸显全球化 ...

比亚迪今日发文宣布，当地时间2026年2月4日，比亚迪携手埃及曼苏尔集团（Mansour Group）正式进 入埃及市场，向当地消费者推出了三款车型：比亚迪海鸥（BYD DOLPHIN SURF）、比亚迪宋PLUS EV（BYD SEALION 6 EV）和比亚迪宋PLUS DM-i（BYD SEALION 6 DM-i）。 责任编辑：王翔 比亚迪今日发文宣布，当地时间2026年2月4日，比亚迪携手埃及曼苏尔集团（Mansour Group）正式进 入埃及市场，向当地消费者推出了三款车型：比亚迪海鸥（BYD DOLPHIN SURF）、比亚迪宋PLUS EV（BYD SEALION 6 EV）和比亚迪宋PLUS DM-i（BYD SEALION 6 DM-i）。 责任编辑：王翔 ...

每经AI快讯，据比亚迪汽车官方微博9日消息，当地时间2026年2月4日，比亚迪携手埃及曼苏尔集团 （Mansour Group）正式进入埃及市场，向当地消费者推出了三款车型：比亚迪海鸥（BYD DOLPHIN SURF）、比亚迪宋PLUS EV（BYD SEALION 6 EV）和比亚迪宋PLUS DM-i（BYD SEALION 6 DM- i）。 ...

2月9日消息，比亚迪执行副总裁何志奇微博发文谈"智驾"。他表示，智驾这条路，我们是追赶者。能跑 到第一梯队，靠的是下"笨功夫"，靠海量的数据，靠工程师团队日以继日的付出：首创覆盖10000+场景 的智驾测试题库；算法工程师为攻克一个"鬼探头"路口，带着设备蹲点两周，硬把模型训练成能预判风 险的"老中医"。 "感谢每一位做实事的同事。新的一年，我们继续稳扎稳打，把"泊车兜底"的承诺，夯得更实。"他说。 "感谢每一位做实事的同事。新的一年，我们继续稳扎稳打，把"泊车兜底"的承诺，夯得更实。"他说。 责任编辑：李思阳 2月9日消息，比亚迪执行副总裁何志奇微博发文谈"智驾"。他表示，智驾这条路，我们是追赶者。能跑 到第一梯队，靠的是下"笨功夫"，靠海量的数据，靠工程师团队日以继日的付出：首创覆盖10000+场景 的智驾测试题库；算法工程师为攻克一个"鬼探头"路口，带着设备蹲点两周，硬把模型训练成能预判风 险的"老中医"。 责任编辑：李思阳 ...

Core Insights - The article highlights the top short-selling ratios and amounts for various companies, indicating significant market sentiment against these stocks [1][2]. Group 1: Top Short-Selling Ratios - Lenovo Group-R (80992) has the highest short-selling ratio at 91.38% with a short-selling amount of 52.16 thousand [2]. - Ping An Insurance-R (82318) follows with a short-selling ratio of 83.34% and a short-selling amount of 200.88 thousand [2]. - Xiaomi Group-WR (81810) has a short-selling ratio of 80.95% with a short-selling amount of 597.54 thousand [2]. Group 2: Top Short-Selling Amounts - Tencent Holdings (00700) leads in short-selling amount at 29.69 billion, with a short-selling ratio of 15.25% [2]. - Alibaba Group-W (09988) has a short-selling amount of 23.66 billion and a short-selling ratio of 19.56% [2]. - Xiaomi Group-W (01810) ranks third with a short-selling amount of 10.16 billion and a short-selling ratio of 21.54% [2]. Group 3: Top Short-Selling Deviation Values - Ping An Insurance-R (82318) has the highest deviation value at 36.33%, indicating a significant difference from its average short-selling ratio [2]. - Xiaomi Group-WR (81810) follows with a deviation value of 34.41% [2]. - China Resources Beer (00291) has a deviation value of 33.89% [2].

长江商报消息 ●长江商报记者 黄聪 "我们计划2026年向中国以外地区销售130万辆汽车。"近日，比亚迪（002594.SZ、01211.HK）高管向外 界透露公司的目标。 2025年，比亚迪首次在全年纯电动汽车销量上超越特斯拉，成为全球第一。而且，公司全年海外销量超 过104万辆（包括乘用车和皮卡）。 2025年中国汽车出口超700万辆，三次蝉联全球第一。这其中，比亚迪等中国车企生产的新能源汽车成 为带动增长的核心。 比亚迪依靠什么在出口上再攀新高？近日，比亚迪董事长兼总裁王传福表示，比亚迪的核心竞争力在于 技术，公司麾下12万工程师团队，是公司后续技术攻坚、重塑领先优势的关键底气与支撑。 王传福说，在全球化上，抢抓中国品牌出海机遇乘势而上，比亚迪加快推进全球化产业布局，打造世界 级中国品牌。 2025年中国汽车出口蝉联全球第一 1月23日，在福州港江阴港区，载着3120辆汽车的比亚迪自有滚装船"合肥号"启航驶往美洲。 当前，比亚迪等国内车企一辆辆汽车驶向外海已成常态。 2025年全年，中国汽车产销累计完成3453.1万辆和3440万辆，产销量再创历史新高；新能源汽车产销超 1600万辆，国内新车销量占比超 ...

New Car Launches - The new BMW i5 was launched with a price range of 368,000 to 458,000 yuan, featuring upgrades in comfort and battery optimization for improved range [3][8] - The all-new Li Auto L9 was revealed, with the top version "Li L9 Livis" priced at 559,800 yuan, showcasing significant design and technology enhancements [9][11][13] - Chery's new QQ3 has opened for blind orders, featuring a compact design and advanced driver assistance systems [14][17][21] Company Developments - NIO achieved its first quarterly profit, projecting an operating profit of approximately 290 million to 1 billion yuan for Q4 2025, and reached a milestone of 100 million battery swaps [51][54] - BYD announced its fifth sub-brand "Linghui Auto," targeting the B-end market with customized vehicles [55][57] - SAIC-GM-Wuling reported global sales of 105,792 units in January [58] Battery Market Insights - CATL maintained a dominant market share of 39.2% in the global battery market, with a projected global installation volume of 464.7 GWh for 2025 [61][62] - Changan announced the upcoming mass production of the world's first sodium battery passenger vehicle, indicating advancements in battery technology [64][67] International News - Canada announced a significant reduction in import tariffs on Chinese electric vehicles from 106.1% to 6.1%, facilitating easier market access for Chinese automakers [68][71]

Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, indicating a positive outlook for the sector [3]. Core Insights - The automotive industry experienced an overall increase of +0.5% from February 1 to February 7, with various companies reporting significant delivery numbers for January, including Geely with 260,000 units (+14% month-on-month), Chery with 200,000 units (120,000 units exported), and Xiaomi with over 39,000 units (+70% year-on-year) [1][2][6]. - Key developments include BYD announcing its new brand "Linghui" focused on B-end markets, Tesla's third-generation robot set to debut with a production target of one million units, and Waymo completing a $16 billion funding round [6][19][20]. Market Performance Overview - The automotive sector's secondary segments mostly saw gains, with the automotive services sector leading at +0.9%, while passenger and commercial vehicle segments rose by +0.5% and +0.4%, respectively [2][9]. - Individual stock performance varied, with notable gains for Kailong Gaoke (+72.8%), Xingmin Zhitong (+21.3%), and Yinlun Co. (+17.1%), while Spring X Precision (-13.6%) and Jingjin Electric (-10.2%) faced significant declines [12][14]. Industry Dynamics - The report highlights the automotive industry's growth potential, particularly in electric vehicles and autonomous driving technologies, with companies like Xpeng and WeRide making strides in new vehicle launches and strategic partnerships [19][22][24]. - Investment recommendations focus on companies with strong sales performance or potential blockbuster vehicles, such as BYD and Great Wall Motors, as well as commercial vehicle manufacturers like Yutong Bus and China National Heavy Duty Truck [6][19].

Core Insights - The era of domestic "boxy" SUVs in China has arrived, with significant market shifts favoring local brands over foreign luxury brands [1][12][19] - By 2025, the total sales of boxy SUVs in China are projected to exceed 1 million units, with domestic brands capturing over 90% of the market share [1][19] - Key players in this market include Great Wall, BYD, and Chery, which together account for 75% of the domestic boxy SUV sales [1][3] Market Dynamics - The shift in the boxy SUV market is attributed to changing consumer preferences towards outdoor activities and versatile vehicle performance, moving beyond traditional family use [4][12] - Great Wall has maintained its leading position with a projected sales volume of 452,000 units in 2025, representing over 30% of the domestic market [5][7] - BYD has emerged as a strong competitor, achieving sales of 235,000 units, leveraging its expertise in new energy technology [8][9] Competitive Landscape - Great Wall's strategy includes a diverse product range across various price segments (100,000 to 350,000 RMB) and multiple powertrain options, appealing to a broad consumer base [7][16] - BYD's success is driven by its "new energy + rugged" approach, with the Fangchengbao series, particularly the Titanium 7 model, achieving significant sales [9][19] - Chery focuses on high cost-performance vehicles, with sales of 397,000 units in 2025, targeting the mainstream consumer market [10][11] Emerging Players - Other brands like Beijing Off-road and Baojun are also making strides in the boxy SUV market, contributing to a vibrant competitive environment [11][19] - The overall market is characterized by a "three-legged" structure with multiple brands competing, providing consumers with a wider range of choices [11][19] Historical Context - The dominance of foreign brands in the boxy SUV segment has been challenged, as domestic brands have successfully integrated advanced technologies and consumer insights into their offerings [12][13][19] - The transition from foreign brand dominance to domestic leadership marks a significant evolution in the Chinese automotive industry, showcasing the capabilities of local manufacturers [19]