注： 網站：http://www.bydglobal.com 自願公告 2025年10月產銷快報 此乃比亞迪股份有限公司（「本公司」）作出的自願公告。 本公司董事會謹此宣佈，本公司於2025年10月產、銷量詳細如下（單位：輛）： | | | | 產量 | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | 新能源汽車 | 429,808 | 536,134 | 3,643,377 | 3,297,044 | 10.50% | 441,706 502,657 | 3,701,852 | 3,250,532 | 13.88% | | －乘用車 | 424,174 | 534,003 | 3,595,640 | 3,283,439 | 9.51% | 436,856 500,526 | 3,655,718 | 3,236,927 | 12.94% | | －純電動 | ...

行 业 2025年10月27日-10月31日，汽车板块0.9%，沪深300指数-0.4%， 汽车板块跑赢沪深 300 指数 1.3 个百分点。从板块排名来看，汽车行业 上周涨跌幅在申万31个板块中位列第12位。年初至今汽车板块23.8%， 在申万 31 个板块中位列第 11 位。 证 子板块中，本周乘用车下跌 1.9%，商用载货车、商用载客车、汽 车零部件、汽车服务、摩托车及其他分别上涨 2%、5.5%、1.6%、1.4%、 3.2%。 券 研 涨跌幅前五名：欣锐科技、海马汽车、标榜股份、正强股份、新 日股份。 汽车 2025 年 11 月 02 日 研 究 行 业 定 期 汽车 车企三季报呈现分化 理想召回 MEGA 坚守安全 底线 投资要点： 本周专题：车企三季报呈现分化 理想召回 MEGA 坚守安全底线 截至 10 月 31 日，A 股上市整车企业 2025 年第三季度财报披露完 毕，上汽集团、长安汽车、奇瑞汽车实现营收和净利的双增长，比亚 迪、长城汽车和赛力斯利润下滑，广汽集团、江淮汽车、北汽蓝谷则 持续呈现亏损状态。 报 告 上汽集团第三季度实现总营收 1694.03 亿元，同比增长 16.19%； ...

| 基础数据: | 2025 年 09 月 30 日 | | --- | --- | | 每股净资产（元） | 24.11 | | 资产负债率% | 71.35 | | 总股本/流通 A 股（百万） | 9,117/3,487 | | 流通 B 股/H 股（百万） | -/3,683 | 一年内股价与大盘对比走势： 10-31 11-30 12-31 01-31 02-28 03-31 04-30 05-31 06-30 07-31 08-31 09-30 10-31 -20% 0% 20% 40% 比亚迪 沪深300指数 (收益率) 相关研究 《比亚迪（002594）点评：高端化与路上 充满挑战和机遇》 2025/08/05 《消费正在多样化，品牌和产品是走出内卷 的重要砝码—— 中长期维度的投资框架补 2025 年 11 月 02 日 比亚迪 (002594) ——经营稳健，长期投资价值依旧，核心期待出海 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 10 月 31 日 | | --- | --- | | 收盘价（元） | 100.79 | | 一年内最高/最低（元） | ...

Core Insights - BYD (002594.SZ) reported October sales of 441,700 units of new energy vehicles (NEVs) [1] - Cumulative sales of NEVs from January to October reached 3.7019 million units, representing a year-on-year growth of 13.88% [1] - In October, the total installed capacity of power batteries and energy storage batteries was approximately 27.362 GWh, with a projected cumulative installed capacity of about 230.613 GWh by 2025 [1]

智通财经APP讯，比亚迪(002594.SZ)发布10月产销快报，当月新能源汽车销量44.17万辆；1-10月新能源 汽车累计销量370.19万辆，同比增长13.88%。10月新能源汽车动力电池及储能电池装机总量约为27.362 GWh，2025年累计装机总量约为230.613 GWh。 ...

| | | | | | | | | | | FLA: 17 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 产量 | | | | | 销量 | | | | 项目类别 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | 新能源汽车 | 429. 808 | 536. 134 | 3.643.377 | 3,297,044 | 10. 50% | 441, 706 | 502. 657 | 3.701.852 | 3,250,532 | 13. 88% | | -乘用车 | 424, 174 | 534.003 | 3.595.640 | 3, 283, 439 | 9.51% | 436, 856 | 500. 526 | 3.655.718 | 3,236,927 | 12. 94% | | -纯电动 | 219. 382 | 206. 499 | 1.797.558 | 1.379. 347 | 30. 32% | ...

比亚迪公告称，2025年10月新能源汽车产量429,808辆，去年同期536,134辆，本年累计3,643,377辆，累 计同比增10.50%；销量441,706辆，去年同期502,657辆，本年累计3,701,852辆，累计同比增13.88%。10 月出口新能源汽车83,904辆，新能源汽车动力电池及储能电池10月装机约27.362GWh，2025年累计约 230.613GWh。 ...

比亚迪股份有限公司(以下简称"本公司")2025年10月产销快报数据如下： 注：本公司 2025 年 10 月出口新能源汽车合计 83,904 辆； 证券代码：002594 证券简称：比亚迪 公告编号：2025-060 比亚迪股份有限公司 2025年10月产销快报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 务请注意，上述产、销量数字未经审核，亦未经本公司审计师确认，或会予以调整并有待最终确认。本公司刊发财务业绩后，股东及 潜在投资者务必详阅。 单位：辆 产量 销量 项目类别 本月 去年同期 本年累计 去年累计 累计同比 本月 去年同期 本年累计 去年累计 累计同比 新能源汽车 429,808 536,134 3,643,377 3,297,044 10.50% 441,706 502,657 3,701,852 3,250,532 13.88% -乘用车 424,174 534,003 3,595,640 3,283,439 9.51% 436,856 500,526 3,655,718 3,236,927 12.94% -纯电动 219,382 206, ...

Core Insights - The article highlights the significant presence of Chinese companies in the 2025 "300 Best Inventions" list published by TIME magazine, showcasing innovations across various fields such as AI, robotics, and consumer electronics [1][17]. Group 1: Robotics and AI Innovations - Yushu Technology's R1 robot has redefined traditional humanoid robots, featuring a weight of approximately 25 kg and the ability to perform complex movements like boxing and running, equipped with an AI system for voice recognition and image processing [1]. - DeepSeek's R1 model, a generative AI project, has achieved performance comparable to top models from OpenAI, with a training cost of only $6 million (approximately 42.7 million RMB), and remains free for users [3][17]. Group 2: Consumer Electronics - Xiaomi's 15 Ultra smartphone, developed in collaboration with Leica, features a retro design and integrated AI tools for enhanced imaging experiences [5]. - Huawei's Pura 80 Ultra smartphone stands out with its innovative imaging system, including a dual telephoto camera capable of 3.7x and 9.4x zoom, enhancing photo clarity and color representation [11]. Group 3: Sustainable Technology - Lenovo's Yoga solar-powered laptop offers a new power solution for users away from stable power sources, utilizing photovoltaic cells to charge the battery, providing one hour of video playback with just 20 minutes of sunlight exposure [7]. - BYD's Seagull electric vehicle, equipped with a 30 kWh battery, offers a range of 300 km and a top speed of 130 km/h, highlighting its significance in the electric vehicle market [9]. Group 4: Battery Technology - Honor's new battery technology, featuring a silicon content of 25% and a thickness of only 2.3 mm, extends battery life while maintaining a capacity of 6100 mAh, applied in the Honor Magic V5 smartphone with over 35 hours of battery life [13]. Group 5: Design Innovations - The Zip projector by Jizhe, with its unique pocket-sized foldable design, offers features like zero-latency autofocus and vertical full-screen mode, enhancing user experience for various applications [15].

Core Viewpoint - The October performance of the new energy vehicle (NEV) market has shown significant growth, marking a strong sales season that contrasts with the overall automotive market's decline [2][7][8]. Group 1: Sales Performance - Multiple NEV brands reported record-high delivery numbers in October, with Leap Motor delivering 70,289 vehicles, a year-on-year increase of over 84% [2][5]. - BYD achieved sales of 441,706 vehicles in October, the highest for the year, with cumulative sales from January to October reaching 3,701,852 vehicles, and over 14.2 million NEVs sold cumulatively [3]. - Geely's passenger car sales reached 307,133 units in October, a year-on-year increase of 35%, maintaining an upward trend for eight consecutive months [3]. - Changan's Avita Technology reported sales of 13,500 units in October, a year-on-year increase of 34%, marking a historical high [6]. Group 2: Market Dynamics - The NEV market's robust performance is attributed to supportive policies and the launch of new models, positioning it as a key driver for growth in the automotive industry [2][9]. - Despite the NEV market's growth, the overall passenger car market saw a decline, with retail sales dropping by 7% year-on-year in October [7][8]. - The China Passenger Car Association anticipates that the NEV penetration rate will reach new heights, driven by ongoing policy support and new model launches [9]. Group 3: Future Outlook - The fourth quarter is expected to see continued support from vehicle scrappage and replacement, as well as demand driven by the upcoming reduction in NEV purchase tax subsidies [9]. - Analysts suggest focusing on leading companies in the NEV industry and those with international market presence, as well as component suppliers and infrastructure firms benefiting from the NEV growth [9].