倒计时16天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 活动时间： 2025年12月18-19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 镇沙井路118号） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下1200+，在线直播观看30000+ 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/新能安/多氟多/保力新/远 东电池/国轩吉美泰/诺达智慧/创明新能源/德赛电池/陀普科技/蓝京新能源/北测新能源/亿鑫丰/达力智 能/金力股份/苏州莫洛奇/鑫晟达/先导智能/尚太科技/超业精密/科迈罗/东唐智能/贤辰智享/爱签/中天 和/和明机械/信瑞新能源/亿纬锂能/派能科技/移族/新日股份/弘正储能/亮见钠电/易事特 /清陶云能 / 小鲁锂电/仲恺高新区 等 据 枝江媒体报道，12月1日，比亚迪集团弗迪电池有限公司新能源产业项目签约仪式在枝江丹阳国际大酒店举行，标志着 比亚迪弗迪品牌正 式落地湖北， ...

Group 1 - In November, BYD showcased strong momentum as a leader in the new energy vehicle market, with total sales reaching 480,186 units, of which 474,921 were passenger vehicles, continuing to lead market trends [1] - Notably, BYD's overseas sales of passenger vehicles and pickups reached 131,661 units in a single month, marking a staggering year-on-year increase of 297%, highlighting a significant leap in its globalization efforts [1] - The brand matrix of BYD worked collaboratively to build a solid sales foundation, with the Dynasty and Ocean series delivering 423,558 units, demonstrating deep recognition in the mainstream market [1] Group 2 - From January to November 2025, BYD Group's cumulative sales exceeded 4.18 million units, reflecting a year-on-year growth of 11.3%, achieving 91% of its annual sales target [4] - The cumulative overseas sales of passenger vehicles and pickups surpassed 910,000 units, indicating an increasing penetration in the global market and solidifying its "going global" strategy [4] - BYD's global cumulative sales of new energy vehicles have crossed the milestone of 14.7 million units, representing not only scale but also the trust and choice gained from its deep technological investments and comprehensive product and market deployment [4]

Group 1 - The global automotive industry is facing unprecedented challenges, with over 55,000 jobs lost in the past two years in Germany alone, and more than 100,000 layoffs reported worldwide in the last year [1][2] - In contrast, China's automotive sector is thriving, with significant advancements in smart electric vehicles and a robust supply chain, positioning itself as a global leader in the industry [1][3] Group 2 - 2025 is seen as a critical year for automotive manufacturers, with a focus on survival in the face of electrification and the need for innovation in smart technologies [2][10] - China's automotive industry has rapidly evolved, achieving over 30 million annual vehicle sales and over 50% penetration of new energy vehicles, showcasing its ability to catch up and lead in the electric transformation [3][10] Group 3 - Major automotive companies are balancing tradition and innovation, with firms like Mercedes-Benz adapting to local markets while maintaining high safety and quality standards [4][5] - The innovation paths of foreign and Chinese companies are converging, with a blend of cautious planning and agile execution becoming the norm in the industry [5][6] Group 4 - A significant debate is ongoing regarding the technical routes for intelligent driving, with different approaches such as Tesla's vision-based system and Huawei's lidar-based system highlighting diverse innovation strategies [6][7] - The introduction of mandatory safety standards for L2-level driving assistance in China marks a shift towards a more regulated and safety-focused industry [8][9] Group 5 - The Chinese government is facilitating the development of L3-level autonomous driving, with expectations for standards to be established soon, indicating a strong push towards advanced automated driving technologies [10][11] - The competitive landscape in China's smart driving sector is characterized by a diverse ecosystem of companies, fostering innovation and adaptability across various scenarios [10][11]

Market Overview - Hong Kong stocks opened higher but closed lower, with the Hang Seng Index rising 0.24% to 26,095.05 points and a total turnover of HKD 178.25 billion [1] - The Hang Seng Tech Index fell 0.37% to 5,624.04 points, while the Hang Seng China Enterprises Index increased by 0.11% to 9,182.65 points [1] Blue Chip Performance - Galaxy Entertainment (00027) led blue-chip stocks, rising 2.81% to HKD 40.98, contributing 3.88 points to the Hang Seng Index [2] - Other notable blue-chip performers included Hengan International (01044) up 2.69% and Budweiser APAC (01876) up 2.35% [2] - WuXi AppTec (02359) fell 3.13%, dragging the index down by 2.2 points, while SMIC (00981) decreased by 1.15%, contributing a drop of 5.66 points [2] Sector Highlights - The gaming sector saw a rise, with Macau's November gaming revenue reaching MOP 210.9 billion, a 14.4% year-on-year increase, exceeding market expectations [4] - The mobile phone supply chain remained active, with notable gains in companies like AAC Technologies (02018) and BYD Electronics (00285) [4][5] - The automotive sector showed mixed results, with BYD (01211) up 2.19% while Xpeng Motors (09868) fell 5.52% [5][6] Notable Stock Movements - Conant Optical (02276) surged 10.58% after announcing its role as the exclusive lens supplier for Alibaba's AI glasses [7] - Giga Biologics (02367) rose 8.53% following a share buyback announcement [8] - GAC Group (02238) increased by 7.32% due to positive management updates regarding new battery technology and partnerships [9] - Longpan Technology (02465) saw a 4.1% rise amid industry price adjustments in lithium iron phosphate [10] - 3SBio (01530) faced pressure, dropping 4.61% after announcing a share placement to raise HKD 31.15 billion for R&D and operational expenses [11]

Group 1: Market Performance - The A-share market saw significant gains in the oil and petrochemical, home appliance, and coal sectors, with increases of 0.71%, 0.43%, and 0.21% respectively as of December 2, 2025 [1][7] - The coal industry is experiencing stable profitability due to a stable average daily production of over 12 million tons since October and a recent price increase of 8 yuan per ton for long-term contracts [2] Group 2: Policy Impact - Recent national policies have injected strong momentum into the oil and petrochemical, coal, and home appliance sectors, including a meeting by the National Development and Reform Commission to ensure stable coal production and transportation [2] - The home appliance sector benefits from a new policy in Shanghai that expands the scope of subsidies for old-for-new exchanges to 12 product categories, with a maximum subsidy of 2,000 yuan [2][3] Group 3: Industry Outlook - The oil and petrochemical sector is benefiting from the implementation of green electricity direct supply policies, which are reducing energy costs and meeting carbon reduction demands [2] - The home appliance industry is showing clear signs of recovery, supported by both domestic policies and an optimized export tax rebate policy [3] Group 4: Investment Opportunities - Analysts suggest that coal companies are expected to see stable profits as coal prices are projected to bottom out in the second quarter of 2025, leading to improved performance for listed coal companies [4] - The home appliance ETF has shown positive growth in market share, indicating a strong recovery trend in the sector [4]

证券日报网讯湖南裕能（301358）12月2日发布公告，公司在回答调研者提问时表示，宁德时代 （300750）和比亚迪（002594）是公司的两大核心战略客户，合作关系不断深化。同时，公司积极推动 客户结构向多元化发展，不断拓展优质客户群体。除上述两大客户外，公司对其他客户的销量也实现较 好增长，整体客户分布更趋稳健。 ...

纵观2025年1-11月，比亚迪集团已累计销售突破418万辆，同比增长11.3%，完成年度销量目标的 91%。 而乘用车及皮卡海外累计销量也已突破91万辆。这不仅意味着比亚迪在全球市场渗透率不断提升，也为 其"走出去"战略写下了坚实注脚。 尤为值得铭记的是，至此，比亚迪全球新能源累计销量已跨越1470万辆里程碑。这一数字，不仅是规模 的体现，更是比亚迪深耕技术、全面布局产品与市场所收获的信任与选择。 从中国到世界，从单一车型到全品牌矩阵，从销量领先到技术引领，比亚迪正以持续创新的产品和不断 扩大的全球足迹，重塑新能源汽车的竞争格局。未来，随着海外市场的深入拓展与高端品牌的持续向 上，比亚迪的全球故事，必将迎来更澎湃的篇章。 旗下各品牌矩阵协同发力，共同构筑了坚实的销量基盘。王朝｜海洋系列作为销量基石，交付423558 辆，彰显主流市场的深厚认可；个性化品牌方程豹以37405辆的成绩，成功开辟了硬派越野的新蓝海； 豪华品牌腾势与仰望分别交付13255辆与703辆，持续引领着中国品牌向上突破的天花板。 11月的汽车市场，比亚迪再次以一份亮眼的成绩单，展现了其作为新能源领军者的强劲势头。全月销售 480186辆，其 ...

行情回顾 1.新能源汽车相关板块一周行情梳理 同花顺数据显示，上周（11月24日-11月28日，下同），新能源汽车指数（885431.TI）周内上涨 4.48%，跑赢沪深300指数2.84%。其中，汽车相关板块中表现最好的是汽车服务及其他指数 （881128.TI），周涨幅为3.91%。新能源车电池相关板块中表现最好的是锂电池指数（884309.TI），周 涨幅为5.32%。 2.上市公司一周（11月24日-11月28日）行情梳理 新能源整车 | 代码 | 证券名称 | 收盘价(元) | 周涼跌幅(%) | 重点主营产品类型 | | --- | --- | --- | --- | --- | | 601238.SH | 广汽集团 | 9.25 | 21.71 | 燃油车、新能源车 | | 002594.SZ | 比亚迪 | 95.17 | 2.66 | 汽车业务 | | 600733.SH | 北汽蓝谷 | 7.84 | 2.35 | 纯电动乘用车 | | 601127.SH | 赛力斯 | 126.19 | 2.26 | 汽车 | | 600418.SH | 江淮汽车 | 49.0 | 1.53 | 乘用车 ...

Core Viewpoint - BYD is leading the global market in plug-in hybrid vehicles (PHV), with its model "Sea Lion 6" being the top-selling SUV in this category, priced competitively in Japan [2][9]. Group 1: Market Performance - In the global PHV sales from January to October, BYD accounted for approximately 30% of the total 6.25 million units sold [9]. - The "Sea Lion 6" is priced at 3,982,000 yen (approximately 180,900 RMB), making it one of the most affordable options in the Japanese market for plug-in hybrid SUVs [5][6]. - BYD's sales in Japan increased by 64% year-on-year, reaching 3,298 units, although it still trails behind competitors like Mercedes-Benz and Tesla [12]. Group 2: Product Features - The "Sea Lion 6" offers a fuel efficiency of 22.4 km/L, outperforming competitors such as Mitsubishi's "Outlander PHEV" and Toyota's "Harrier" [5][12]. - The vehicle has been designed with enhanced passenger comfort in mind, incorporating feedback from Japanese consumers regarding rear seat comfort and vibration [10]. - It includes advanced driver assistance features, such as three millimeter-wave radars and a high-resolution camera for obstacle detection [12]. Group 3: Strategic Positioning - BYD aims to activate the electric vehicle market globally through its competitive EV and PHV offerings, marking its first entry into the PHV segment in Japan [4][9]. - The company is increasing its export ratio of PHVs to Europe, where these vehicles are not subject to additional tariffs imposed on Chinese EVs [13]. - Success in the Japanese market, particularly with PHVs, is crucial for BYD to enhance its presence and compete effectively against established brands [13].

来源：中国汽车报 本报记者 赵建国 中国汽车工业协会发布的最新产销数据显示，10月，汽车出口66.6万辆，环比增长2.1％，同比增长 22.9％；1～10月，汽车出口561.6万辆，同比增长15.7％。"出口增速比国内产销增速更快。"中国汽车 工业协会副秘书长陈士华说。 一个不容置疑的事实是，目前中国汽车市场已经从增量竞争转为存量竞争，"内卷"的行业生态说明，接 下来很难再有新的蛋糕可供分享了。而海外业务对车企来说，将不再是锦上添花，或将成为新增长极。 这从近期车企发布的海外市场销量占比以及营收情况也可看出，越来越多中国车企海外业务的重要性愈 加凸显。中国汽车工业协会专务副秘书长魏文清最近撰文称，到2030年，中国品牌汽车海外销量将接近 1000万辆。 销量占比不断实现新突破 最新数据显示，中国车企尤其是头部车企的出口销量不仅持续增长，而且在总销量中的占比也不断攀 升。今年1～10月，奇瑞海外市场累计销量为106万辆，同比增长13％，占总体销量的46％，比例与上年 同期基本持平，保持了稳健向好态势。 比亚迪的销量数据显示，2024年，比亚迪海外销量为41.72万辆，占总销量的比重为9.8％。今年1～10 月， ...