BYD(002594)

Search documents
“百万英才汇南粤”秋招启动!深圳将携超20000个优质岗位,赴上海、山东高校精准引才
Xin Lang Cai Jing· 2025-09-12 10:21
"金九银十"秋招季,正当应届毕业生求职的黄金期。作为"百万英才汇南粤"2025年N城联动秋季招聘活 动首发站之一,深圳将联合汕尾、河源两市,于9月23日—29日直抵上海、山东两地12所知名高校,组 织腾讯、华为、比亚迪等名企携超20000个优质岗位,把广东的发展红利送到高校门口,为青年人才搭 建起"求职不用跑,机遇找上门"的逐梦快车道。 据了解,截至2025年7月中旬,广东已吸纳超过100万名应届高校毕业生留粤、来粤就业创业,提前实 现"百万英才汇南粤"揽才目标。 秋招季,广东揽才再出"大招"。从9月中下旬到年底,广东将开展"百万英才汇南粤"秋季招聘活动, 以"万企进百校"高校专场形式,主动叩响全国超百所重点高校的人才之门。今年年底前,将在深圳高规 格举办"百万英才汇南粤"秋季大型综合招聘会,组织逾1200家重点用人单位参加现场招聘,提供优质就 业岗位超5万个。 精准引才的"双向奔赴":集聚战略产业高端岗位 2025年秋招的"百万英才汇南粤"双城联动精准布局,紧扣深圳市"20+8"战略性新兴产业集群布局,覆盖 上海和山东两地的12所重点高校,与顶尖人才双向奔赴。 "百万英才汇南粤"2025年N城联动春季招聘活 ...
可立克:海光电子与华为公司合作时间超过20年
Zheng Quan Ri Bao Wang· 2025-09-12 09:41
证券日报网讯可立克(002782)9月12日在互动平台回答投资者提问时表示,海光电子成立于1988年, 成立至今一直专注于磁性元件产品的研发、制造及销售,在技术经验、客户资源及人才储备等多个方面 具备丰富积累,是国内知名的磁性元器件生产商和解决方案服务商,海光电子与华为公司合作时间超过 20年,并成为其磁性元件的主要供应商;同时,海光电子是阳光电源(300274)、锦浪科技 (300763)、比亚迪(002594)、威迈斯、特来电、英搏尔(300681)等知名企业的重要供应商。 ...
中邮证券:维持比亚迪电子(00285)“买入”评级 25H1业绩超预期
智通财经网· 2025-09-12 09:36
智通财经APP获悉,中邮证券发布研报称,维持比亚迪电子(00285)"买入"评级,预计公司 2025/2026/2027年分别实现收入1874.9/2061.2/2348.1亿元,归母净利润分别为49.5/62.4/78.4亿元。公司 发布2025年半年报,上半年实现营业收入806.06亿元(人民币),同比增长2.58%,归母净利润17.30亿元 (人民币),同比增长13.97%。 中邮证券主要观点如下: 多条产品线并进,业绩超预期 消费电子业务稳健发展,盈利能力改善 公司巩固在高端产品供应链的领导地位,同时持续拓展与海外大客户的合作,推动消费电子业务板块稳 健发展;提前布局的AI服务器出货量快速增长,为新型智能产品业务开启新的成长空间;新能源汽车业务 板块延续强劲增长动能,推动整体业务规模再创新高,上半年公司整体实现营业收入806.06亿人民币, 同比增长2.58%,其中消费电子(组装业务)占比58.55%,消费电子(零部件)17.06%,新型智能产品占比 8.94%,新能源汽车占比15.45%,同比提升5.58pct;归母净利润17.30亿人民币,同比增长13.97%。 服务器出货量快速增,多款液冷、电源 ...
中邮证券:维持比亚迪电子“买入”评级 25H1业绩超预期
Zhi Tong Cai Jing· 2025-09-12 09:33
Core Viewpoint - Company maintains a "buy" rating for BYD, projecting revenues of 187.49 billion, 206.12 billion, and 234.81 billion RMB for 2025, 2026, and 2027 respectively, with net profits of 4.95 billion, 6.24 billion, and 7.84 billion RMB for the same years [1] Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 80.606 billion RMB, a year-on-year increase of 2.58%, and a net profit of 1.730 billion RMB, up 13.97% year-on-year [1] - The company has consolidated its leadership in the high-end product supply chain while expanding cooperation with overseas major clients, driving steady growth in the consumer electronics segment [1] - The new energy vehicle segment continues to show strong growth momentum, contributing to a record high in overall business scale [1] Group 2: AI and New Product Development - The company is experiencing rapid growth in AI server shipments, with the AI data center business achieving significant growth due to the global demand for computing power and AI [2] - Liquid cooling technology is becoming the mainstream cooling solution for green data centers, with the company actively investing in new product development and customer expansion [2] - The company’s new intelligent product business generated revenue of 7.209 billion RMB in the first half of 2025 [2] Group 3: Automotive Sector Growth - The year 2025 is seen as a pivotal year for intelligent driving, bringing technological innovations and reshaping the automotive industry competition landscape [3] - The company has a clear technological advantage in smart cockpit systems, smart driving assistance systems, and other key areas, with significant increases in shipment volumes [3] - The new energy vehicle segment generated revenue of 12.450 billion RMB in the first half of 2025, reflecting a year-on-year increase of approximately 60.50% [3] Group 4: Consumer Electronics Performance - The company focuses on high-value-added products, maintaining a major supplier position in flagship models, including titanium and foldable phones [4] - The assembly business for overseas major clients continues to grow, driving year-on-year increases in shipment volumes and revenue [4] - The consumer electronics segment achieved revenue of 60.947 billion RMB in the first half of 2025, with component business contributing 13.752 billion RMB and assembly business 47.195 billion RMB [4]
2025年中国车企最新销量目标完成率分化
Huan Qiu Wang· 2025-09-12 09:14
随着"金九银十"传统销售旺季到来,第四季度也是各车企冲刺全年目标的关键期,体系能力、技术 实力与全球化布局的综合竞争力,将直接决定企业市场地位,而新能源业务的推进成效,仍将是影响行 业格局的重要变量。 值得关注的是,新能源业务表现成为车企目标完成率的关键影响因素。例如比亚迪依托"技术平权 +海外扩张"战略,1-8月新能源汽车出口达63.07万辆,超2024年全年水平,同时凭借"天神之眼"辅助驾 驶系统、超级 e平台等技术创新巩固优势。 2025年中国汽车市场结构性变革持续深化,乘联会最新数据显示,8月全国新能源市场零售渗透率 攀升至55.3%,创月度新高且连续六个月超50%。在此趋势下,头部车企1-8月最新销量及目标完成率呈 现显著分化,新能源已成增长主引擎。 从今年1-8月份销量前十的中国车企数据来看,行业头部阵营格局清晰。比亚迪以286万辆的累计销 量稳居榜首,在25年度460万辆最新销量目标中完成率达62%,在新能源赛道持续领跑;吉利汽车表现 亮眼,190万辆的销量实现300万辆年度目标的63%,完成率位列前十车企首位;上汽、一汽、长安分别 以275万辆、208万辆、180万辆销量,达成各自年度最新销量 ...
A级轿车市场硝烟再起,轩逸裸车价不足6万元!背后这一数据惊人:5年销量“蒸发”超200万辆
Mei Ri Jing Ji Xin Wen· 2025-09-12 09:11
Core Viewpoint - The competition in the A-class sedan market is intensifying as major brands, including Nissan and Toyota, are significantly reducing prices to attract consumers, with models like the Nissan Sylphy dropping below 60,000 yuan [1][2][11]. Price Reductions - The 2024 Nissan Sylphy 1.6L Comfort version has a bare price of 59,800 yuan, which is 21,000 yuan lower than its guide price of 79,900 yuan [1]. - Other brands are also following suit, with the Volkswagen Lavida priced at 73,000 yuan after a cash discount of around 15,000 yuan, and the Toyota Corolla seeing a price drop of 39,000 to 41,000 yuan [2]. Market Dynamics - The A-class sedan market is experiencing a shift, with the sales of domestic brands like BYD's Qin PLUS gaining traction, capturing significant market share from traditional joint ventures [8][10]. - In the first eight months of the year, the sales rankings show that only the Sylphy, Lavida, and Sagitar remain competitive among joint venture brands, while domestic models occupy the majority of the top ten spots [7][8]. Sales Trends - The total market size for A-class sedans has decreased from 5.5 million units in 2020 to 3.4 million units in 2024, a reduction of over 200,000 units [11][12]. - Despite the decline, A-class sedans still represent the highest sales segment in the domestic car market, accounting for 36% of total car sales in the first seven months of the year [13]. Consumer Preferences - Consumers are increasingly comparing traditional models with new energy vehicles, indicating a shift in purchasing behavior towards more cost-effective and technologically advanced options [10]. - The market is seeing a growing preference for new energy vehicles, which accounted for 43% of A-class car sales in August, while the share of fuel-powered A-class cars has dropped significantly [10][12].
【快讯】每日快讯(2025年9月12日)
乘联分会· 2025-09-12 08:47
点 击 蓝 字 关 注 我 们 本文全文共 3787 字,阅读全文约需 12 分钟 目录 国内新闻 3.北京奔驰MMA平台全新纯电CLA车型下线 国外新闻 商用车 国内新闻 1 1.8月我国动力电池装车量62.5GWh 2.湖南"新三样"出口大幅增长 4.欧拉首款纯电SUV即将登场 5.全国首家鸿蒙智行智界用户中心武汉开业 6.比亚迪仰望品牌计划2027年进军英国 7.地平线与哈啰达成战略合作 8.文远知行自动驾驶小巴落地比利时 1.美国8月电动汽车销量创新高 2.墨西哥寻求将亚洲产汽车的关税税率至多提高到50% 3.本田12日将发售新款微型EV 4.日产汽车CEO:将加快推出新车流程以应对市场趋势的变化 1. 沃尔沃网联重卡突破100万辆 2. 一汽解放6DV超级工厂入选工信部卓越级智能工厂 3. 比亚迪欧洲第5000辆电动大巴交付达成 4. 苏州金龙纯电高端客车交付智利 8月我国动力电池装车量62.5GWh 时间:2025.9.12 来源:中国汽车报网 9月11日电,中国汽车动力电池产业创新联盟发布2025年8月动力电池月度信息。8月,我国动力电池装车 量62.5GWh,环比增长11.9%,同比增长32. ...
【联合发布】一周新车快讯(2025年9月6日-9月12日)
乘联分会· 2025-09-12 08:47
Core Viewpoint - The article provides an overview of new car models set to launch in September 2025, detailing their specifications, market segments, and pricing strategies. Group 1: New Car Models Overview - FAW-Volkswagen's Jetta VS8 is scheduled for release on September 5, 2025, positioned as a B SUV with a price range of 11.99 to 13.49 million yuan [9]. - SAIC Volkswagen's Volkswagen Tiguan L PRO will also launch on September 5, 2025, classified as a B SUV, with a price range of 23.68 to 26.68 million yuan [17]. - GAC Toyota's Toyota Sienna is set to debut on September 5, 2025, in the C MPV segment, with prices ranging from 32.48 to 39.38 million yuan [25]. - Changan Automobile's Changan Yidong will be available on September 7, 2025, as an A NB with a price range of 8.79 to 9.99 million yuan [33]. - Geely's Lynk & Co 10 EM-P will launch on September 8, 2025, as a C NB, priced between 17.38 and 21.18 million yuan [40]. - BYD's Fangchengbao Titanium 7 is set for release on September 9, 2025, classified as a C SUV, with prices from 17.98 to 21.98 million yuan [64]. - Chery's Exeed Lingyun will be available on September 8, 2025, as a B SUV, with a price range of 14.99 to 16.99 million yuan [56]. - FAW-Volkswagen's Sagitar L will launch on September 9, 2025, as an A NB, with prices ranging from 14.79 to 16.49 million yuan [72]. - SAIC-GM's Buick Envision Plus is scheduled for September 10, 2025, as a B SUV, priced between 22.99 and 25.99 million yuan [80]. - Changan Automobile's Qiyuan A07 will be released on September 10, 2025, as a C NB, with a price range of 13.99 to 15.99 million yuan [88]. - Zhiji Automobile's Zhiji LS6 will debut on September 10, 2025, as a C SUV, with prices from 21.79 to 28.49 million yuan [96]. - Chery's Tiggo 8 PLUS will be available on September 10, 2025, as a B SUV, priced between 12.99 and 13.49 million yuan [104]. - Chery's Tiggo 8 PRO will launch on September 10, 2025, as a B SUV, with a price of 13.29 million yuan [111]. - SAIC-GM's Buick GL8 will be released on September 11, 2025, as a C MPV, with a price of 24.99 million yuan [119]. - Geely's Galaxy E8 is set for September 11, 2025, as a C NB, priced between 16.18 and 16.78 million yuan [127]. - BAIC New Energy's ARCFOX T1 will launch on September 11, 2025, as an AO HB, with prices ranging from 6.28 to 8.78 million yuan [135]. Group 2: Engineering Changes and Specifications - The Jetta VS8 features a 1.4T engine and a TIP6 transmission, with a power output of 110 kW and torque of 250 N·m [9]. - The Tiguan L PRO is equipped with a 2.0T engine and DCT7 transmission, delivering 162 kW and 350 N·m of torque [17]. - The Sienna utilizes a 2.5L hybrid engine with E-CVT, producing 139 kW and 236 N·m from the engine, and 134 kW and 270 N·m from the electric motor [25]. - The Yidong offers a 1.5T engine with DCT7 transmission, generating 141 kW and 310 N·m of torque [33]. - The Lynk & Co 10 EM-P features a 1.5T plug-in hybrid engine with a power output of 120 kW and torque of 255 N·m [40]. - The Fangchengbao Titanium 7 is powered by a 1.5T plug-in hybrid engine, with an electric motor output of 200 kW and torque of 315 N·m [64]. - The Exeed Lingyun is equipped with a 1.6T engine, producing 148 kW and 300 N·m of torque [56]. - The Sagitar L features a 1.5T engine with DCT7 transmission, delivering 118 kW and 250 N·m of torque [72]. - The Envision Plus has a 2.0T engine with TIP9 transmission, producing 174 kW and 350 N·m of torque [80]. - The Qiyuan A07 offers a 1.5L range extender engine with EVT, generating 72 kW and 125 N·m from the engine and 200 kW and 290 N·m from the electric motor [88]. - The Zhiji LS6 features a 1.5L range extender engine and pure electric options, with power outputs varying from 114 kW to 245 kW [96]. - The Tiggo 8 PLUS is powered by a 1.6T engine, producing 145 kW and 290 N·m of torque [104]. - The Tiggo 8 PRO features a 1.6T engine, generating 145 kW and 290 N·m of torque [111]. - The Buick GL8 is equipped with a 2.0T engine, producing 174 kW and 350 N·m of torque [119]. - The Galaxy E8 is a pure electric vehicle with a power output of 250 kW and torque of 373 N·m [127]. - The ARCFOX T1 is a pure electric vehicle with power outputs ranging from 70 kW to 95 kW [135].
2025年8月国内动力电池企业装机量TOP15出炉!
鑫椤锂电· 2025-09-12 08:19
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源: 中国汽车动力电池产业创新联盟 中国汽车动力电池产业创新联盟 1 2025年8月动力和其他电池产量 2 2025年8月动力和其他电池销量 2025年8月动力电池装车量 分 01 2025年8月动力和其他电池关键材料需求概算 r 注 :其他电池主要指储能电池,包括少量小动力用电池 一、2025年8月动力和其他电池产量 8月动力和其他电池产量同比增长37.3%。 GWh 动力和其他电池月度产量及环比增长率 160 100.0% 2024年 140 1, 096. 8GWh 80.0% 2023年 + 41.0% 120 778. 1GWh 60.0% + 42.5% 100 AN 09/ 80 20.0% 60 0.0% 40 20.0% 20 40.0% 环比增长率 产量 国汽车动力电池产业创新联盟 ● 8月, 我国动力和其他电池合计产量为139.6GWh, 环比增长4.4%, 同比增长37.3%。 ● 1-8月,我国动力和其他电池累计产量为970.7GWh,累计同比增长54.3%。 中国汽车动力电池产业创新联 ...
比亚迪(01211)“大五座天花板”方程豹钛7上市
智通财经网· 2025-09-12 07:31
钛7首发首搭比亚迪自研BYD Pad,是行业首款专为"车载使用"而设计、支持车家两用的智能平板,支 持45项车控功能;前排座椅背后的BYD Pad转轴支架,更兼容市场上的各大主流平板,可在车内实现固 定和充电;钛7全球首发搭载比亚迪自研电动滑板、自研游戏手柄等,同样为家庭成员的出行增添多重 乐趣。 9月9日,比亚迪最新开创之作"大五座天花板"——方程豹钛7正式上市,完善品牌细分市场布局。新车 共推出4个配置版本,售价17.98万元-21.98万元:其中,135KM两驱Pro版17.98万元,200KM两驱Max 版18.98万元,190KM四驱Max版20.68万元,190KM四驱Ultra版21.98万元,款款越级,款款超值,下单 即刻享受最高价值超3.6万元的上市权益。 钛7还可通过灵鸢 比亚迪智能车载无人机系统、车顶摄像头、以及影石Insta360 X5相机等三机全视角为 用户记录下每一次美好出行。 钛7潮酷硬派的外表下,有着超越同级别家用型产品的舒适内饰,其五感座舱为用户带来触觉、听觉、 味觉、嗅觉、视觉等五感同频的全方位享受。 同时钛7也支持互联倍轻松智能眼罩和颈部按摩仪,为出行的疲惫带来更多治愈; ...