据悉，此次手车互联功能可实现音乐账号权益同步、镜像实时投屏、在隐私模式中自主选择白名单应 用，手车独立运行、通过摇一摇或长按地址拖动至灵动岛等方式，将导航地址传至车机等。 凤凰网科技讯 8月13日，比亚迪（002594）王朝网销售总经理路天在微博发文宣布，比亚迪王朝全系车 型上线手车互联功能，支持国内主流手机品牌，已开启陆续推送。 ...

Core Viewpoint - BYD is expanding its production capacity in the Shenshan area with a new project that will significantly enhance its battery manufacturing capabilities and support its international export strategy [2][3]. Group 1: Project Overview - A new project in Haifeng County, Guangdong, will involve the construction of multiple facilities, including 9 factories and a wastewater treatment station, with an annual production capacity of 50.88 million power batteries, totaling 15 GWh [2]. - The project is part of BYD's broader strategy to strengthen its industrial layout in the Shenshan region, which is crucial for its operations in Guangdong and international markets [3]. Group 2: Investment and Production Capacity - Since 2021, BYD has committed over 31.5 billion yuan to various projects in the Shenshan area, including the construction of an automotive industrial park and battery production facilities, with an expected annual output value exceeding 220 billion yuan upon full production [4][5]. - The Shenshan industrial park is the only BYD facility in China that integrates port and factory operations, enhancing logistics efficiency for exports [5]. Group 3: Battery Production and Market Performance - BYD's battery production capacity includes a 14 GWh facility in Shenzhen and a 2 GWh facility in Huizhou, focusing on lithium iron phosphate and ternary lithium batteries [6][7]. - In July, BYD's battery installations reached 22.4 GWh, a 35% year-on-year increase, with a cumulative installation of 156.9 GWh from January to July, reflecting a 76% increase compared to the previous year [7].

Investment Rating - The investment rating for BYD is "Buy" (maintained) [1] Core Views - In July, BYD achieved total sales of 344,000 new energy vehicles, a slight year-on-year increase of 1% but a month-on-month decrease of 10%. Cumulative sales from January to July reached 2.49 million units, representing a year-on-year growth of 27%. The decline in July sales is attributed to seasonal factors, including reduced terminal demand due to high temperatures and the end of discounts [4] - BYD's overseas expansion is accelerating, with July exports reaching 81,000 units, a significant year-on-year increase of 169%. Cumulative exports from January to July totaled 545,000 units, up 133% year-on-year. The slight month-on-month decline is due to increased tariffs in Brazil affecting short-term logistics adjustments [5] - The DM-i 5.0 technology has been updated, significantly reducing fuel consumption by 10% to 2.6L per 100 kilometers. This upgrade will be available to all existing and new owners of DM technology vehicles through free OTA updates [6] - The company is expected to benefit from an increase in high-end product sales and accelerated overseas exports, with projected sales of 4.99 million, 5.72 million, and 6.58 million units from 2025 to 2027, and net profit attributable to the parent company expected to reach 50.9 billion, 62.6 billion, and 74.4 billion yuan respectively [7] Financial Summary - For the fiscal year 2024, BYD's revenue is projected to be 777.1 billion yuan, with a year-on-year growth of 29%. The net profit attributable to the parent company is expected to be 40.3 billion yuan, reflecting a year-on-year increase of 34% [10] - The gross profit margin is expected to be 19.4% in 2024, slightly decreasing to 19.3% in 2025 but improving to 20.1% by 2027 [10] - The return on equity (ROE) is projected to be 21.7% in 2024, gradually decreasing to 17.9% by 2027 [10]

Group 1 - The article highlights the top three companies with the highest AH premium rates as Northeast Electric (800.00%), Hongye Futures (224.47%), and Andeli Juice (219.79%) [1] - The bottom three companies with the lowest AH premium rates are Ningde Times (-22.45%), Hengrui Medicine (-4.84%), and China Merchants Bank (4.09%) [1] - The article provides a detailed ranking of the top ten and bottom ten AH stocks based on their premium rates and deviation values [1] Group 2 - The top three companies with the highest deviation values are Andeli Juice (30.94%), Beijing Beichen Industrial (16.61%), and Jinli Permanent Magnet (15.22%) [1] - The bottom three companies with the lowest deviation values are BYD Company (-158.79%), Northeast Electric (-64.08%), and Longpan Technology (-41.16%) [1] - The article includes a comprehensive table listing the premium rates and deviation values for the top and bottom AH stocks [2]

Core Viewpoint - The article highlights the significant decline of Korean battery manufacturers in the global electric vehicle battery market, particularly in comparison to Chinese companies like CATL and BYD, which continue to gain market share and technological advantage [6][10][11]. Group 1: Market Data and Trends - In the first half of 2025, global electric vehicle battery installations reached 504.4 GWh, a year-on-year increase of 37.3% [6][7]. - CATL leads the market with an installation volume of 190.9 GWh, representing a growth rate of 37.9% and a market share of 37.9% [7]. - BYD follows with an installation volume of 89.9 GWh, achieving a growth rate of 58.4% and a market share of 17.8% [7][10]. - Korean manufacturers LG Energy Solution, SK On, and Samsung SDI collectively installed 101.6 GWh, with a combined market share of 20.1%, down 6.1% year-on-year [8][10]. Group 2: Challenges Faced by Korean Manufacturers - LG Energy Solution's market share fell from 12.3% to 9.4%, with a modest growth of only 4.4% in installation volume [13]. - Samsung SDI experienced a decline in market share from 4.7% to 3.2%, being the only company in the top 10 to report negative growth [13][18]. - SK On's market share decreased from 4.8% to 3.9%, with a total installation volume of 19.6 GWh, despite a 10.7% year-on-year growth [13][18]. Group 3: Strategic Adjustments and Future Outlook - Korean companies are undergoing strategic adjustments, such as LG Energy Solution reducing its annual capital investment by 30% and exiting certain markets [20]. - The article notes the importance of technological secrecy in maintaining competitive advantages, particularly regarding lithium iron phosphate technology [21]. - The future competition in the battery market is expected to focus on "technological conversion efficiency, cost control capability, and market response speed" rather than solely on technological barriers [24].

"反内卷"的风吹到了锂矿领域。 8月11日，宁德时代回应称，其在宜春项目采矿许可证8月9日到期后已暂停了开采作业，正按规定办理延续申请，待 获得批复后将尽早恢复生产，对整体经营影响不大。 受此消息刺激，11日A股锂矿概念大幅走高，天齐锂业、赣锋锂业、盛新锂能、江特电机涨停。截至12日下午收盘， 江特电机再度涨停，天齐锂业、盛新锂能等跟涨。 | 序号 代码 | | 名称 | 0 | 最新 | 涨幅% ↓ | | --- | --- | --- | --- | --- | --- | | 11 | 002176 | 江特电机 | 1 | 9.55 | 10.02 | | 2 | 002213 | 大为股份 | 1 | 18.96 | 2.38 | | 3 | 002466 | 天齐锂业 | 1 | 45.88 | 2.16 | | 4 | 002240 | 盛新锂能 | 1 | 18.75 | 1.68 | | 5 | 300818 | 耐普矿机 | 1 | 25.05 | 1.25 | A股锂矿概念板块走势，图片来自于Choice 有分析认为，宁德时代宜春项目停产是碳酸锂行业反内卷去产能的重要信号之一，对碳酸锂 ...

Core Viewpoint - The article discusses the increasing interest of South Korean investors in the Chinese stock market, highlighting a shift in investment preferences due to various economic factors and the performance of different markets [4][10][41]. Group 1: Investment Trends - As of July 25, 2023, China has surpassed Japan and the EU to become the second-largest overseas stock market for South Korean investors, based on trading volume [4][5]. - The cumulative trading volume of the Chinese stock market, including Hong Kong and A-shares, reached $57.64 billion, ranking second only to the U.S. market [5]. - South Korean investors show a preference for Hong Kong stocks over A-shares, focusing on technology and consumer sectors [6][10]. Group 2: Notable Stocks - The top ten net purchased stocks by South Korean investors as of July 25, 2025, are all Hong Kong stocks, with Xiaomi Group-W and BYD Company Limited leading with net purchases exceeding $1 billion [7][8]. - Other notable stocks include Ningde Times and Alibaba, indicating a strong interest in technology and consumer goods [8][9]. Group 3: Market Dynamics - The enthusiasm for Chinese stocks is partly driven by the volatility in the U.S. market and a desire for diversified investment strategies [10][12]. - In February 2025, South Korean investors pushed trading volumes in the Chinese market to $782 million, a 179% increase from the previous month, marking the highest level since August 2022 [14]. - The average return of Chinese stock funds in South Korea was 43.56% over six months, significantly outperforming domestic and U.S. stock funds [17]. Group 4: Broader Economic Context - The shift towards overseas investments, including in China, reflects a broader trend of South Koreans seeking alternatives due to stagnant domestic economic conditions and rising real estate prices [25][32]. - The average return of the South Korean stock market over the past decade was only 5%, compared to 10% for China and 13% for the U.S., contributing to the growing interest in foreign markets [40][41]. Group 5: Regulatory and Political Factors - Recent political changes in South Korea, including the new administration's commitment to reform the stock market, aim to enhance its attractiveness and reverse the "Korean discount" phenomenon [42][43]. - The government's focus on improving market conditions may further encourage local investors to consider both domestic and international opportunities [42][43].

比亚迪周一在墨西哥市场收盘后通过电子邮件发表声明称，该公司在该国的销量已超过8万辆，且在全 境开设的展厅也达到了80多个。该公司提供最多7.88%的优惠利率。7月4日，比亚迪发言人称今年将在 墨西哥销售8万辆汽车。 本文源自：金融界 ...

Core Insights - The Hong Kong stock market has experienced explosive growth in the refinancing sector this year, with over 240 companies raising a total of HKD 183.9 billion, which is 2.17 times the total refinancing amount for the entire year of 2024 [1][2] - New economy companies, such as BYD, Xiaomi, and WuXi AppTec, are leading the charge in equity financing, accounting for approximately 50% of the total amount raised this year [2][3] - Institutional investors, including sovereign funds and long-term funds, have played a significant role in this refinancing wave, indicating strong market confidence in quality enterprises [1][2] Company Highlights - WuXi AppTec completed a placement of 73.8 million H-shares, raising HKD 7.647 billion, with 90% of the funds allocated for global business expansion and capacity building [1] - BYD led the equity financing with HKD 43.383 billion, attracting numerous top-tier long-term investors and sovereign funds, including a strategic investment of HKD 3.5 billion from the Al-Futtaim family office [3][5] - The participation of well-known long-term funds, such as Wujing Capital, has been notable, with significant investments in companies like Fourth Paradigm and SenseTime [2][5] Strategic Implications - The involvement of institutional investors not only provides capital but also brings strategic value, enhancing market confidence and improving corporate governance [4] - Collaborations with institutional investors can help companies navigate local markets and establish partnerships, particularly in the new economy sector [4][5] - BYD's partnership with Al-Futtaim aims to deepen collaboration in the electric vehicle sector, supporting its international expansion strategy [5] Market Dynamics - The influx of institutional capital is expected to stabilize stock prices and improve shareholder structures, which can enhance investor confidence [3][4] - However, the large-scale refinancing has raised concerns about equity dilution among existing shareholders, which could impact investor sentiment [6][7] - Companies are exploring various strategies to mitigate dilution effects, such as optimizing financing structures and demonstrating efficient use of funds [6][7]

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新 能源圈大事小事 看我们就够啦～ 今日新闻要点： 特斯拉Model 3长续航后驱版上市 售价26.95万元 8 月 12 日 ， 特斯拉Model 3长续航后驱版上市，售价26.95万元。新车搭载78.4kWh电池包，CLTC纯 电续航830km，电机最大功率225kW，零百加速时间5.2秒。 1 、 2 、 方程豹钛 7 将首发搭载比亚迪全栈自研平板 8 月 12 日，方程豹汽车官宣，钛 7 将首发首搭比亚迪全栈自研平板，能实现车机互联、多屏畅联等多元 模式，满足多种场景。 当下国内新能源车圈，车企在自家车内搭载自研平板，已经不是件新鲜事了。领克 07 EM-P 上首发搭载 了领克首款平板 Co Pad ，很多车型的座椅后方也有磁吸口可以放置平板。正在重塑"第三生活空间"的智 特斯拉 Model 3 长续航后驱版上市，售价 26.95 万元； 方程豹钛 7 将首发搭载比亚迪全栈自研平板； 此外， Model 3 高性能全轮驱动版也进行了升级， CLTC 下纯电续航由原来的 ...