2025年，中国乘用车出口延续强劲增长态势，全年总量突破600万辆。增长呈现显著的结构性特征：奇瑞与比亚迪构成核心增长双引擎；出口市场向欧 洲、中东等地多元化拓展；新能源（含混动） 产品成为重要的增长极，特别是插混/增程车型实现爆发式增长。 总体规模与增长趋势 根据中汽协数据，2025年中国乘用车出口总量达 604万辆，同比增长 21.9%。从月度走势看，增长动能自5月起显著增强，进入持续的快速增长通道，各 月同比增幅均保持在两位数水平。增长势头在年末达到峰值，11、12月单月出口量均突破60万辆，呈现"超强增长"态势。 增长结构：头部车企贡献突出 本年度出口增长呈现高度集中的特征，增量主要由头部车企拉动。数据显示，奇瑞与比亚迪两家企业合计贡献出口增量约78万辆，占全年整体增量的比例 高达 72%。其中，比亚迪表现尤为突出，以 142% 的同比增幅实现了跨越式发展，出口量已超越上汽乘用车，跃居行业第二位。 主要出口市场分析 从出口目的地看，市场格局进一步多元化。根据海关总署统计，欧洲、中东、独联体国家共同构成了2025年前三大出口市场。具体至国家层面： 此格局表明中国乘用车的国际竞争力正在多个区域市场得到验证 ...

近日，长久物流接连获得核心客户的高度认可，凭借专业的服务能力、高效的执行力和顽强的攻坚精神，分别荣获比亚迪与上汽通用五菱颁发的多项年度 奖项。 在比亚迪的评选中，长久物流一举获得四项荣誉，分别是"2024-2025年出口优秀发运奖""2024-2025年攻坚克难奖""2024-2025年高端发运奖"三项团队奖 及"2024-2025年优秀现场员工"个人奖项。 海事服务网CNSS根据长久物流官微内容综合整编 近日，长久物流接连获得核心客户的高度认可，凭借专业的服务能力、高效的执行力和顽强的攻坚精神，分别荣获比亚迪与上汽通用五菱颁发的多项年度 奖项。 在比亚迪的评选中，长久物流一举获得四项荣誉，分别是"2024-2025年出口优秀发运奖""2024-2025年攻坚克难奖""2024-2025年高端发运奖"三项团队奖 及"2024-2025年优秀现场员工"个人奖项。 在服务比亚迪的过程中，长久物流始终以"精准、高效、安全"为核心准则。面对特殊订单与突发挑战，西安基地团队始终冲锋在前；针对高端车的发运要 求，团队坚持细节为王，确保每一辆车都能安全、准时、无损地送达。 同时，长久物流亦荣获上汽通用五菱颁发的"2025年 ...

Core Viewpoint - BYD has reported a total installed capacity of approximately 20.187 GWh for its new energy vehicle power batteries and energy storage batteries in January 2026, indicating significant growth in the energy storage sector [3]. Group 1: Product Innovations - BYD launched the world's first ultra-large capacity 14.5 MWh energy storage system named "Haohan" in 2025, which will be showcased at the ESIE 2026 event [3]. - The "Haohan" energy storage system features the world's largest 2710Ah storage-specific blade battery, achieving over 300% capacity increase compared to conventional storage batteries [4]. - The system has a volume energy density of 223.8 kWh/m³ and a volume utilization rate of 52.1%, representing a 39.7% improvement over industry standards [4]. - It boasts the highest protection level globally, IP66, ensuring complete dust protection and resilience against extreme environments, which enhances the lifespan of sensitive components by 100% and reduces system failure rates by 70% [4]. Group 2: Market Performance - In January 2026, BYD's new energy vehicle production was 232,358 units, a decrease of 29.13% compared to the same month last year [5]. - The sales figures for new energy vehicles in January 2026 were 210,051 units, reflecting a 30.11% decline year-on-year [5]. - The production of passenger vehicles was 227,835 units, down 29.64% from the previous year, while pure electric vehicle production fell by 35.68% to 88,071 units [5]. - The commercial vehicle segment showed growth, with production increasing by 11.60% to 4,523 units [5]. Group 3: Industry Events - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) will take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing [7][8]. - BYD is expected to unveil significant new products and innovative solutions at this event, aiming to expand its influence in the green low-carbon growth sector [3].

Group 1 - The core viewpoint of the article highlights the challenges faced by the company in January 2026, with a significant decline in electric vehicle sales, indicating a need for recovery in the upcoming months [1] - In January 2026, the company reported a total of 210,000 electric vehicle sales, down 30.1% year-on-year and 50.0% month-on-month, with passenger vehicle sales at 206,000, reflecting similar declines [1] - The decline in sales is attributed to the reduction of purchase tax incentives and adjustments in subsidies, particularly affecting mid-to-low price models, while high-end brand sales increased by 53.6% [1] Group 2 - The company is experiencing a positive trend in overseas sales, with January 2026 exports reaching 100,000 electric vehicles, a 51.5% increase year-on-year, contributing significantly to overall sales [2] - The overseas sales accounted for 47.8% of total sales, supported by local production facilities in Thailand, Uzbekistan, and Brazil, with a factory in Hungary set to begin production in Q2 2026 [2] - The company aims to achieve a target of 1.3 million vehicles exported in 2026, leveraging lower competition in international markets for profit growth [2] Group 3 - The company is enhancing its vehicle lineup with new models and upgrades, including the launch of several long-range versions of existing models, which are expected to improve overall quality and efficiency [3] - Upcoming high-end models are set to strengthen the company's competitive position in the mid-to-high-end market, potentially increasing the average selling price (ASP) [3] - Technological advancements are being implemented, including upgrades to existing technologies and the introduction of new features, which are anticipated to support future growth [3] Group 4 - Revenue projections for 2025-2027 are estimated at 896.56 billion, 999.75 billion, and 1,111.26 billion yuan, reflecting year-on-year growth rates of 15.4%, 11.5%, and 11.2% respectively [3] - The company expects to achieve net profits of 35.51 billion, 46.53 billion, and 55.85 billion yuan for the same period, with a notable increase in 2026 and 2027 [3] - A "recommended" rating is suggested based on the anticipated recovery in stock price and fundamental performance [3]

8000亿！央行加量续作3个月期买断式逆回购 2026年中央一号文件有哪些新提法？ 向市场注入中期流动性 无人机、机器人首次写入中央一号文件 汽车帮迪拜对话比亚迪副总裁： 中东客户很喜欢一买就20台 （文章来源：21世纪经济报道） ...

Core Insights - The automotive industry is highlighted as a pillar industry in various local government work reports, emphasizing its role in driving high-quality development during the "14th Five-Year Plan" period [2][4]. Economic Growth - In 2025, 18 provinces reported GDP growth rates exceeding the national average, with Guangdong leading at 14.58 trillion yuan, growing by 3.9%, and Jiangsu at 14.23 trillion yuan, growing by 5.3% [3]. - Industrial growth remains crucial, with the automotive sector acting as a stabilizing force for economic growth, particularly in provinces like Anhui, which produced 368.65 million vehicles in 2025, including 179.41 million new energy vehicles [4]. Innovation and Technology - Local governments are focusing on technological innovation to support emerging industries, with a particular emphasis on new energy smart connected vehicles [5][6]. - Various provinces are promoting the development of intelligent driving and new-generation smart wearable devices, with expected revenue growth in the AI core industry exceeding 20% [6]. Consumer Activation - The automotive sector is identified as a key driver for consumer spending, with initiatives to boost automobile consumption through policies like trade-in programs [7][9]. - Local governments are implementing measures to enhance the automotive consumption environment, including increasing parking spaces and charging stations [9]. Investment Environment - Creating a favorable business environment is a priority, with measures to combat unfair competition and improve market order in the automotive industry [10][11]. - Provinces like Zhejiang and Guangdong are committed to establishing a market-oriented, law-based, and international business environment to support the automotive sector [10][12]. International Expansion - Local governments are focusing on international market expansion, with initiatives to enhance logistics services and promote high-quality automotive exports [13][14]. - In 2025, China's automotive exports surpassed 7 million units, with plans for further international cooperation and infrastructure development to support exports [14][15].

2026年的第一个月，整个汽车行业便感受到了一种屏息以待的肃杀。截至2月4日，多数车企销量环比下 滑，仅少数品牌逆势增长。 近日，吉利汽车交出1月份答卷，当月销量为27.02万辆。相比之下，比亚迪1月销量落在21万辆的水 平。从目前车企公布的销量数据来看，吉利汽车也由此在1月份超越比亚迪，坐上了1月"自主一哥"的宝 座。 透过两家车企具体销量变化也可以看到，燃油车成为吉利在1月能够逆势回升的一个重要因素。这也是 一种隐喻，那个靠着单一动力红利便能躺赢的爆发期正迅速远去，讲究体系力、整合效率与全球全赛道 全能的时代，似乎正在强势回归。 座次更迭背后，是中国车市在经历五年疯狂电驱化冲刺后，进入了一个极其微妙且残酷的转折点。正如 摩根士丹利在最新的行业研报中所指出的，2026年是增长惯性失效的一年，随着购置税优惠政策的减半 和地方补贴的退坡，新能源与燃油车的竞争正式被拉回到了一条更加真实的起跑线上。 "自主一哥"的易主，只是这场波谲云诡大戏的序幕。在这盘棋局里，没人能永远坐在王座上。 红利退潮 吉利汽车能够在2026年1月重回"自主一哥"的宝座，主要是其"两条腿走路"策略，使得其能够有较大的 灵活性，应对当前市场环 ...

在加拿大针对中国电动车的关税政策持续调整之际，中国汽车公司在该国市场释放出试水信号。新 闻注意到，奇瑞正通过系统化招聘，为整车进入加拿大市场推进前期筹备。上个月，加拿大总理马克· 卡尼访华期间宣布，对中国产电动汽车给予每年4.9万辆的配额，配额内适用6.1%的最惠国关税。有媒 体报道称，该配额在未来五年内有望上调。此外，他还表示，超过一半中国产电动汽车将低于3.5万加 元（约18.2万元人民币左右）。 ...

近日，全球各大车企集团陆续公布2025年销量数据。其中，比亚迪以全年460.2万辆的成绩首次进入全球车 企集团销量前五，超越通用、福特、本田、日产等传统国际汽车巨头，成为首个跻身该榜单前五名的中国汽 车集团。 回顾比亚迪的全球跃升轨迹，可谓"三年三级跳"：2023年首次进入全球前十(第九位)，2024年跃升至第六 位，2025年则一举冲进前五。 作为全球唯一一家放弃燃油车将精力全部投放在新能源车市场的传统车企，比亚迪的崛起并非偶然。早在 2022年，以186.35万辆新能源汽车销量首夺全球新能源销冠，并一直保持到现在。 （图片来源：摄图网） 比亚迪能够超越特斯拉，其背后是多年积累的技术护城河和完整的供应链体系。其刀片电池、DM-i超级混 动、e平台3.0等核心技术构建了坚固的护城河，而垂直整合的供应链体系(从电池到芯片、从电机到整车制 造)则确保了成本可控与快速迭代能力。 比亚迪董事长兼总裁王传福曾表示，中国新能源汽车的技术应该说无论从产品，技术还是从产业链应该说领 先大概3-5年，我们没什么别的本事，我们就是靠技术创新，如果说我们的资产是什么?我认为我最大的资产 就是工程师团队，我们有11万名工程师。我们每 ...

新年伊始，重磅政策调整出台，给本就"内卷"的动力电池行业投下一颗"石子"。这不仅关乎企业利 润，更可能重构中国动力电池"出海"的游戏规则。 近日，财政部、国家税务总局联合发文，明确电池产品出口退税将分阶段退出：自2026年4月1日起至 2026年12月31日，将电池产品的增值税出口退税率由9％下调至6％；2027年1月1日起，取消电池产品增 值税出口退税。 这是电池增值税出口退税率继2024年11月从13％下调至9％后，政策的再一次收紧，动力电池行业"走出 去"正被推向市场驱动的新阶段。 从政策托底到市场主导 事实上，逐步取消出口退税的举措，不仅是电池产业走向成熟的体现，更是推动行业高质量发展的关键 抓手。这正是推动行业从依赖政策红利转向依靠技术创新和品牌价值参与国际竞争的关键一步，倒逼企 业将更多精力投入到提升产品附加值、优化供应链效率上，从而在全球市场中强化竞争力。 而据记者了解，政策调整带来的成本变化已逐步显现。当前的电芯价格为0.35～0.4元／Wh，叠加预期 成本上涨0.03～0.04元／Wh，迫使国内锂电企业将增长重心向海外市场转移。加快出口步伐，成为行业 缓解盈利压力、寻求价格突破的关键策略。李 ...