1月7日，比亚迪宣布为秦PLUS DM-i、秦L DM-i、海豹05 DM-i及海豹06 DM-i这4款车型加推长续航版，其CLTC 纯电续航均突破210km。 RED DM- 果了 210km 2110km 综合 续 航 纯 电 续 航 海豹06 | 海豹05 | 秦PLUS | 秦L DM-i车型即将重磅加推 比亚迪即将加推的大电池插混车型搭载大容量插混专用刀片电池，不仅提升了电池的能量密度，还通过AI能耗管 理等系统，在保持整车性能与重量不变的基础上，实现了翻倍的纯电续航。 1月7日，比亚迪宣布为秦PLUS DM-i、秦L DM-i、海豹05 DM-i及海豹06 DM-i这4款车型加推长续航版，其CLTC 纯电续航均突破210km。 比亚迪即将加推的大电池插混车型搭载大容量插混专用刀片电池，不仅提升了电池的能量密度，还通过AI能耗管 理等系统，在保持整车性能与重量不变的基础上，实现了翻倍的纯电续航。 ...

+ 目录 摘要 ■ 投资逻辑 本月行业重要变化： 1）锂电：12月26日，碳酸锂报价10.7万元/吨，较上月上涨16%；氢氧化锂报价8.9万元/吨，较上月上涨11%。 2）整车：11月国内新能源乘用车批发销量达157万辆，同/环比+19%/5%；1～11月累计批发1280万辆，同比+30%。 当前钠离子电池产业已进入以出货爆发、场景落地及生态闭环为特征的实质性商业化放量期。分拆其细分领域：储能场景凭借长寿命、宽温域等特性，已 成为产业增长的绝对主力；两轮车市场在铅酸替代浪潮下快速渗透；乘用车应用凭借宁德时代175Wh/kg"钠新电池"取得关键破冰，在主流车型市场展现 出潜力。伴随技术迭代、成本下降与产业链成熟，钠电正从锂电池的"战略补充"升级为在储能及轻型动力等赛道具备独立竞争力的能源解决方案，开 启"钠锂协同"的产业新格局。 本月行业洞察： 行情回顾： 2025年12月以来，锂电板块表现较为活跃，多数环节跑赢沪深300和上证50指数。关联板块中锂电电解液实现领涨，涨幅达8%，正极、锂矿，及锂电隔膜 涨幅随后。本月锂电相关板块多数环节月度成交额出现下跌，主要受全市场层面交易活跃度回落影响。本月过半锂电相关板块 ...

得益于第五代DM技术的持续进化，比亚迪即将加推的大电池插混车型搭载大容量插混专用刀片电池， 不仅提升了电池的能量密度，还通过AI能耗管理等系统，在保持整车性能与重量不变的基础上，实现 了翻倍的纯电续航。 作为插混技术路线的开创者，比亚迪通过持续的技术迭代引领行业不断向前。截至2025年底，比亚迪插 混车型累计销售已突破786万辆，中国每卖出2辆插混车，就有1辆来自比亚迪。随着2026年国家插混新 规将纯电续航门槛提升至100公里，比亚迪凭借技术前瞻性，率先推出纯电续航达210km的插混车型， 以远超标准的技术实力精准回应消费者对高品质长续航混动的期待。 长沙晚报掌上长沙1月8日讯（全媒体记者 曹开阳）1月7日，比亚迪宣布为秦PLUS DM-i、秦L DM-i、 海豹05 DM-i及海豹06 DM-i这4款热销车型加推长续航版，其CLTC纯电续航均突破210km，相比同级混 动车型的纯电续航翻一倍，真正实现"一周一充"的纯电通勤体验。超2110km的综合续航，再配上只需 20分钟就能从30%充到80%的充电速度，意味着比亚迪大电池插混车型全面覆盖日常通勤与长途出行全 场景，消除里程焦虑，续航无忧让车主安心放心。 ...

Core Viewpoint - The article emphasizes the need for regulation in the lithium battery industry to combat disorderly competition, which has led to blind construction and price wars, negatively impacting market order [2][3]. Group 1: Regulatory Measures - A meeting was held on January 7, 2023, by multiple government agencies to further regulate the power and energy storage battery industry, gathering over ten companies from the lithium battery supply chain [2]. - The meeting highlighted the necessity to strengthen market supervision, price enforcement, production consistency, and product quality, while also addressing intellectual property violations [2][3]. - Companies are required to optimize production capacity and establish monitoring and early warning mechanisms to prevent overcapacity issues [2][3]. Group 2: Industry Self-Regulation - Industry self-discipline is crucial, with associations urged to guide companies in scientific capacity layout and promote healthy industry development [3]. - Specific measures discussed include monitoring capacity utilization rates and tightening approvals for projects with low utilization [3][4]. - A monitoring mechanism for pricing will be established to correct anomalies based on cost [3]. Group 3: Industry Challenges and Opportunities - The lithium battery industry has developed a strong ecosystem with global competitive advantages, but it faces challenges that require a comprehensive understanding of the development situation [5][6]. - The industry is expected to see new opportunities by 2025, driven by large-scale energy storage demands and AI data center needs, which will alter the supply-demand relationship [8]. - Despite the anticipated recovery, there remains an overcapacity in low-end production while high-end capacity is still in short supply, leading to a shift from competing on capacity to competing on technology [8]. Group 4: Material Price Trends - The article notes significant price increases in key materials, such as lithium carbonate nearing 150,000 RMB per ton and nickel prices reaching 147,000 RMB per ton, indicating a positive trend for the industry [9][10]. - Cobalt prices have also surged, with recent prices reported at 462,400 RMB per ton, reflecting a 19.85% increase over the past 60 days [9]. - The rising material prices have led to increased investment interest in companies like Huayou Cobalt, which saw its market value rise significantly [9]. Group 5: Future Directions - The industry is urged to transition from policy-driven solutions to self-rescue efforts, focusing on technology development and global collaboration [10]. - Companies are encouraged to enhance communication across the supply chain to foster synergy and develop new advantages [6][10].

Industry Background - The market for large cylindrical batteries and all-tab batteries is expected to explode by 2025, with China's cylindrical battery shipments projected to grow by over 15%, and large cylindrical batteries expected to exceed 40% growth [3] - Major companies such as EVE Energy, Molicel, and others are facing supply shortages due to high demand, with continued rapid growth anticipated in 2026 [3] - New growth points and market spaces are emerging from the combination of all-tab, high nickel, silicon-carbon, and sodium batteries with cylindrical batteries [3] Event Overview - The 2026 (Second) Qidian Lithium Battery Cylindrical Battery Technology Forum and the release of the Top 20 Rankings for Cylindrical Batteries will take place on April 10, 2026, in Shenzhen [6] - The event will feature discussions on cutting-edge technologies, processes, and materials related to cylindrical batteries, providing a platform for industry leaders to share insights [3][6] Agenda Highlights - The forum will include sessions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development of next-generation large cylindrical batteries [7][8] - Roundtable discussions will focus on overcoming barriers to overseas market entry and identifying emerging application markets for rapidly growing cylindrical batteries [7][8] Participating Companies - Notable cylindrical battery companies include EVE Energy, Molicel, BYD, and LG Energy, among others, with a wide range of downstream application companies also participating [10] - The event will also attract companies from the cylindrical battery equipment sector and various testing and certification institutions [10] Registration Information - Different registration options are available, including SVIP and VIP tickets, with early bird discounts offered [11][12] - Free registration is also available with conditions, emphasizing the importance of pre-registration for attendance [13]

工业和信息化部、国家发展改革委、市场监管总局、国家能源局于1月7日联合召开动力和储能电池行业座谈会，研究部署进一 步规范产业竞争秩序工作，本次会议召集了16家重点企业参会，涵盖13家动力电池与储能电池企业及3家系统集成商。与此同 时，乘联分会相关人士崔东树近日发文展望2026年年初国内新能源锂电池需求，指出需求将环比4季度大幅下降，电池生产企业 或采取减产休假方式应对这一波动。 具体来看，需求下滑的驱动因素主要包括五大方面。其一，2026年初新能源乘用车受车购税政策调整影响显著。据悉，2026年 起新能源汽车购置税从免征改为减半征收，单辆新能源乘用车减税额上限从3万元收紧至1.5万元，且准入技术标准大幅加严，不 符合新技术要求的车型无法享受减免，这将导致消费者购车成本变化，预计年初新能源乘用车销量环比4季度下降至少30%，直 接减少对新能源锂电池的需求。其二，新能源商用车在2025年年末完成抢补贴和抢免税冲刺后，年初需求必然出现环比大幅下 降，进而影响锂电池需求规模。其三，尽管2026年初新能源乘用车出口表现较好，但这一增长对独立电池供应商的电池需求拉 动作用有限。其四，美国储能需求对国内电池出口缺乏明显拉动 ...

（编辑 袁冠琳） 证券日报网讯 1月8日，创世纪在互动平台回答投资者提问时表示，公司已与比亚迪电子、富士康、立 讯精密、领益智造、长盈精密、宇树科技、中国中车、上汽通用、中航工业等诸多知名品牌客户展开合 作，并获得客户高度认可。其他客户信息请以公司在指定信息披露媒体发布的定期报告及相关公告为 准。 ...

第1笔成交价格为96.88元，成交20.25万股，成交金额1,961.82万元，溢价率为0.00%，买方营业部为机 构专用，卖方营业部为广发证券股份有限公司上海西藏南路证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为2230.03万元。该股近5个交易日累 计下跌2.88%，主力资金合计净流出16.11亿元。 1月8日，比亚迪收跌0.74%，收盘价为96.88元，发生1笔大宗交易，合计成交量20.25万股，成交金额 1961.82万元。 责任编辑：小浪快报 ...

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2026年1 月5日从5.38%降至5.3%。 ...

2025年的汽车市场，在新能源汽车的助推下，中国自主品牌集体发力，乘用车市场份额已经接近70%。其中，比亚迪、吉利、奇瑞、长安、长城五家自主车 企，以总销量1467万辆占据了整体乘用车市场过半份额，"自主五强"阵营稳定成型。 销量数字背后各企业的战略逻辑与增长质量迥然不同：有的凭借全产业链与规模优势一骑绝尘，有的通过深刻的内部整合重聚战力，有的依托国际化"第二 引擎"稳健前行。 从吉利汽车喊出"一个吉利"的回归号角，到奇瑞集团为国内业务动起整合手术；从比亚迪的船队扬帆远航至全球，到长安汽车在资本市场频频落子，无不表 明竞争已进入深水区。2025年，不仅是车企销量的冲刺年，更是决定未来十年格局的战略定型之年。 "五强"格局稳固 2025年，中国汽车"自主五强"的销量格局保持稳固，而增长动能的来源——新能源与海外市场，成为衡量企业发展速度与质量的关键标尺。 海外市场成为比亚迪最强劲的增长极，其产品已覆盖全球六大洲超过110个国家和地区，乘用车和皮卡海外销售104.96万辆，同比增长145%，稳居中国整车 出口前列。比亚迪的规模效应和品牌影响力正在全球市场持续放大。 单个品牌方面，比亚迪品牌（王朝网+海洋网）销量约 ...