责任编辑：江钰涵 新浪科技讯 12月17日上午消息，在今日2025小米人车家全生态合作伙伴大会上，小米汽车部人车家智 能化产品总监陈君宇发表《CarloT生态开放，全行业共享共建生态变革》主题演讲。 新浪科技讯 12月17日上午消息，在今日2025小米人车家全生态合作伙伴大会上，小米汽车部人车家智 能化产品总监陈君宇发表《CarloT生态开放，全行业共享共建生态变革》主题演讲。 此前，卢伟冰宣布，小米CarloT生态30余种品类全面开放。陈君宇进一步公布了CarloT生态开放时间节 奏：2024年布置物理接口&供电CarloT生态件产品；2025年米家开放-家控车，智能互联生态联盟；2026 年米家开放-车控家；2027年车载中枢网关。 陈君宇透露，目前首批合作伙伴已加入CarloT生态，包括比亚迪、广汽丰田、长城、郑州日产等。首款 适配小米生态接口的车型比亚迪方程豹钛7已经上市；首家国际汽车大厂广汽丰田接入小米生态，铂智7 率先搭载。 此前，卢伟冰宣布，小米CarloT生态30余种品类全面开放。陈君宇进一步公布了CarloT生态开放时间节 奏：2024年布置物理接口&供电CarloT生态件产品；2025年米 ...

沪深300ESGETF南方（560180）业绩比较基准为沪深300ESG基准指数收益率，管理人为南方基金管理 股份有限公司，基金经理为李佳亮，成立（2023-04-13）以来回报为13.96%，近一个月回报为-3.28%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 12月17日，截止午间收盘，沪深300ESGETF南方（560180）涨0.44%，报1.146元，成交额448.28万元。 沪深300ESGETF南方（560180）重仓股方面，宁德时代截止午盘跌0.27%，贵州茅台涨0.43%，招商银 行跌0.98%，中际旭创涨3.52%，长江电力跌0.29%，美的集团涨0.36%，比亚迪跌0.30%，兴业银行跌 0.73%，工商银行涨0.51%，恒瑞医药涨0.83%。 ...

近半年来，中国汽车市场竞争日趋激烈，汽车板块的股价整体表现不及大盘，市场悲观情绪持续蔓延。但比亚迪逆势成为资本市场的宠儿，展现出巨大的市 场活力，可谓潜力无限国际资本青睐。进入四季度以来，高盛、花旗、摩根士丹利等国际顶级投行纷纷发布深度研究报告，一致给予比亚迪"买入"或"增 持"的评级，充分彰显了资本市场对比亚迪未来长期发展的坚定信心。 国际资本情有独钟 资本对比亚迪的青睐，实际上是建立在对比亚迪长期价值的理性判断之上。作为全球投资者的权威参考，国际顶尖投研机构凭借其专业的信息整合与研判能 力，能够穿透行业的短期波动，洞察比亚迪未来的增长潜力。 高盛在11月7日的研报中指出：海外市场将成为比亚迪未来十年的核心增长领域，依托完善的车型矩阵与强大的产品力，比亚迪2025年至2028年盈利年均复 合增长率将达30%，海外利润贡献度将从2024年的21%升至2028年的60%，2026至2035年海外销量有望达150万至350万辆，为此高盛坚定维持其A股、H 股"买入"评级，A股目标价144元，相较于12月9日收盘价仍有约50%上涨空间，体现出其对于比亚迪未来市场价值的高度认同。 除国际投行外，以凯茜·伍德（女版巴菲 ...

2025西安民营企业100强入围门槛（营收总额）为6.99亿元。 比亚迪汽车有限公司，2024年营业收入总额为1771.83亿元，较上年度1679.42亿元增长5.50%，荣登榜首。隆基绿能科技股份有限公司，2024年营业收入总 额为825.82亿元，较上年度1294.97亿元下降36.22%，位居第二。陕西泰丰盛合控股集团有限公司，2024年营业收入总额为794.78亿元，较上年度713.10亿元 增长11.45%，名列第三。 隆基绿能科技股份有限公司、陕西泰丰盛合控股集团有限公司、荣民控股集团有限公司3家西安民企入围2025中国民营企业500强，分别位居第128位、第133 位、第347位。 | 2025 西安民营企业100强榜里 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 营收总额(万元) | 排序 | 企业名称 | 营收总额(万元) | 负责人 | 世宗 | 企业名称 | | 负 | | 陕西海扬商贸有限公司 | 1 | 比亚迪汽车有限公司 | 17718345 | 何志奇 | EJ | | 1 ...

比亚迪 汽车：近日， 比亚迪 全新大七座插混SUV—— 比亚迪 唐L（BYD ATTO 8）陆续在沙特阿拉 伯、阿曼、科威特及卡塔尔上市，后续也将在阿联酋及巴林上市。此次上市的BYD ATTO 8提供DM-i和 DM-p两个版本并搭载谷歌生态系统,精准匹配了中东地区用户的需求，为当地用户家庭用车与城市通勤 提供更丰富的选择。 ...

Core Insights - Chinese energy storage companies are rapidly expanding into international markets, seizing opportunities from explosive global market growth [1] - In the first half of 2025, Chinese energy storage companies added overseas orders totaling 163 GWh, representing a year-on-year increase of 246% [1] - More than 50 companies are involved in overseas expansion, covering over 50 countries and regions [1] Company Performance - Over 100 listed companies in A-shares are engaged in energy storage business, with 56 companies reporting overseas revenue exceeding 100 million yuan in the first half of 2024 [1] - Among these, 41 companies achieved year-on-year revenue growth in overseas business, accounting for over 70% [1] - Nine companies reported over 50% year-on-year growth, with Yongzhen Co., Kelu Electronics, and Shangneng Electric doubling their overseas revenue [1] - Yongzhen Co. had the highest growth rate at 275.95%, followed by Kelu Electronics at 126.84% and Shangneng Electric at 105.85% [2]

Core Viewpoint - The electric vehicle (EV) industry is facing significant challenges, with many companies struggling to achieve profitability, as highlighted by the statement from Duan Yongping, a prominent investor in China [4][10]. Group 1: Industry Challenges - Duan Yongping emphasizes that while the automotive industry has value, it is difficult to turn it into a "good business" due to intense competition and product homogenization [6][14]. - The automotive sector has historically experienced a high level of product similarity, which has led to fierce competition and a lack of unique selling propositions [14][18]. - The transition from traditional fuel vehicles to electric vehicles may exacerbate these challenges, as the EV market is predicted to become increasingly homogeneous [15][18]. Group 2: Business Model Insights - A strong business model requires differentiation, which is currently lacking in the automotive industry, making it hard for companies to establish a competitive moat [12][14]. - Duan Yongping argues that the automotive industry is at risk of falling into a price war, which can undermine long-term profitability and innovation [20][21]. - Companies need to focus on creating unique value propositions rather than competing solely on price, as this can lead to a race to the bottom [20][21]. Group 3: Strategic Recommendations - To transform the automotive business into a sustainable venture, companies should concentrate their efforts and resources rather than diversifying too broadly [22][24]. - The single product model, exemplified by companies like Apple, allows for focused resource allocation and can lead to superior product quality and customer loyalty [26][29]. - Companies should explore the potential of electric vehicles as platforms for additional services, leveraging the time consumers spend in their vehicles to create new revenue streams [32][36]. Group 4: Future Outlook - The future of the automotive industry may hinge on the ability to innovate beyond traditional vehicle sales, potentially integrating software and services that enhance user experience [32][36]. - Duan Yongping's evolving views on electric vehicles and autonomous driving reflect a broader trend of adapting to new market realities and consumer behaviors [37][39].

Core Viewpoint - In November 2025, China's commercial vehicle sales increased by 24% year-on-year, with the truck market growing by 26%, slightly above the overall commercial vehicle market growth. The light truck segment, being the largest in the truck market, showed a mixed performance, raising questions about its competitiveness in the final month of the year [1][3][6]. Summary by Sections Overall Market Performance - In November 2025, the truck market sold 338,400 units, a month-on-month increase of 9% and a year-on-year increase of 26%. The light truck market sold 179,500 units, with a year-on-year growth of 7%, marking a "10 consecutive months increase" [3][4][6]. Light Truck Market Analysis - The light truck market's year-on-year growth of 7% in November was lower than the overall truck market's growth, indicating a recent decline in performance compared to earlier months. Cumulatively, from January to November, the light truck market grew by 6%, also lagging behind the overall truck market growth [6][28]. Historical Context - November is typically not a peak sales month for the truck market, with average sales in the last decade around 150,000 units. The 2025 November sales of 179,500 units ranked third in the last ten years, indicating a decent performance but not exceptional [8][10]. Company Performance - In November, nine companies sold over 10,000 light trucks, with Foton leading at 37,000 units, followed by Changan and Great Wall. The top five companies accounted for 56.07% of the market share [13][14][20]. - Year-to-date, Foton maintained the highest cumulative sales at 403,100 units, with a market share of 22.11%. Other notable companies included Changan, Great Wall, and Jianghuai, each exceeding 150,000 units in sales [20][21]. Growth Trends - Among the top ten companies, eight reported year-on-year sales increases in November, with Leap Motor and BYD showing significant growth rates of 142% and 70%, respectively. The overall light truck market growth was outpaced by several companies [18][19][23]. Market Share Changes - Compared to 2024, companies like Leap Motor and BYD saw notable increases in market share, while others experienced declines. The competitive landscape shifted, with Jianghuai and Changan moving up in rankings [26][28].

12月15日，比亚迪成功斩获新加坡陆路交通管理局（简称LTA）210台电动巴士订单，合 同总额超1.05亿新加坡元（约5.75亿人民币）。此前，比亚迪在当地已运营超300台大 巴，以超60%的市占率稳居行业第一，用技术实力、产品可靠性和优质服务助力新加坡公 共交通绿色转型。 签约现场（左：陆路交通管理局局长Yeo Teck Guan；右：比亚迪商用车事业部总经理田 春龙） 据悉，新加坡公交巴士采购在技术、安全、适配等各项要求之严苛，一直处于全球前列。作 为LTA有史以来规模最大的电动巴士采购项目，本次中标的比亚迪B12系列大巴，搭载CTC 一体化底盘技术、刀片电池、高功率充电等核心技术。为适配新加坡高密度城市道路的复杂 运营场景，车型历经全维度严苛验证，配合安全驾驶辅助系统，可应对各类潜在风险。 B12系列以全通道低地板设计为核心，实现舒适体验与运营效率的双重优化。其中，双层款 B12DD采用全车一级台阶设计，台阶高度≤230mm、座椅高度≤430mm，较欧洲标准更 严苛，大幅提升通勤便捷性；单层款B12SD依托CTC技术突破传统结构限制，创造性优化 台阶高度，座椅高度控制在420-430mm，保证乘坐舒适性 ...

（文章来源：证券日报） 证券日报网讯 12月16日，比亚迪在互动平台回答投资者提问时表示，公司在品牌、销售方面积极聆听 用户心声、采纳论证用户建议，推动用户共创！ ...