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，公司始终聚焦新能源汽车主业， 致力于通过技术创新，满足人们对美好生活的向往。近年来，在全球新能源汽车市场快速发展的背景 下，公司把握历史性发展机遇，持续提升产品竞争力，销量稳步增长，2024年销量427万台，蝉联中国 汽车市场车企销量冠军、中国汽车市场品牌销量冠军和全球新能源汽车市场销量冠军。今年第三季度， 比亚迪位列全球车企销量第五（汽车全口径）。这得益于广大用户的认可和产业链伙伴的支持、广大股 东的信任。"路虽远，行则将至，事虽难，做则必成。"未来，公司将继续深耕技术研发，提升产品竞争 力，推动新能源汽车产业发展，踏实走好每一步，以持续稳健的业绩回报股东和社会。 （编辑 任世碧） ...

（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，公司近三年现金分红总额持续提 升，公司在未来三年在现金分红方面，将以积极回报投资者为核心导向，在充分考虑公司的经营发展情 况、高成长性需求及资金储备水平的基础上，参照过去三年的现金分红比例，努力加大现金分红力度， 积极考虑投资者的现金分红回报。公司也将持续优化利润分配策略，保证利润分配政策的持续性、稳定 性与可预期性。 ...

Core Viewpoint - The automotive industry is on the brink of a significant reshuffle due to the introduction of the "Automotive Industry Pricing Behavior Compliance Guidelines," which aims to end the ongoing price war and establish clearer pricing regulations [5][10]. Group 1: Compliance Guidelines - The guidelines prohibit car manufacturers from selling vehicles below production costs and require clear pricing and delivery terms [8][16]. - Multiple car manufacturers, including BYD, Xpeng, and Changan, have expressed support for the guidelines, emphasizing the need to eliminate price fraud and unfair competition [11][13]. - The guidelines detail nine prohibited behaviors, including disguised price reductions and excessive discounts, which could lead to legal risks [16][18]. Group 2: Market Impact - The price war has severely impacted the industry's profit margins, with the overall profit rate for the automotive industry dropping to a historical low of 4.4% in 2025 [26][28]. - The average gross profit per vehicle in the automotive supply chain is only 14,000 yuan, and over 52.6% of automotive dealers are experiencing losses [28][29]. - The ongoing price war has led to a decline in consumer confidence, with a significant increase in the number of potential buyers delaying their purchases due to price fluctuations [32][34]. Group 3: Consumer Behavior - Consumers are increasingly associating vehicle prices with quality and features, with the percentage of buyers believing "you get what you pay for" rising from 13% in 2023 to 34% in 2025 [34]. - The expectation of continuous price reductions has led consumers to postpone purchases, as they believe waiting will yield better deals [35][36]. - The end of the price war is expected to lead to more rational competition in the automotive market, improving product safety and quality [36].

Core Insights - BYD's Ocean Network has achieved cumulative sales of over 6 million vehicles in just four years, establishing itself as an industry benchmark in the new energy vehicle sector [1][5][14] Group 1: Sales and Market Performance - The Ocean Network's sales figures from 2021 to 2024 were 60,000, 700,000, 1.38 million, and 1.94 million vehicles respectively, with a 17.9% year-on-year growth in the first eleven months of 2025, reaching 2.03 million vehicles [6][8] - The Ocean Network's rapid growth contrasts with traditional joint venture car manufacturers, which typically take over 15 years to reach similar sales milestones [5] Group 2: Product Development and Innovation - The Ocean Network has introduced key models such as the Song PLUS, Dolphin, and Seal, which have all achieved over 1 million sales, creating a product matrix that caters to various market segments [3][8] - The launch of the Dolphin model in 2021, based on the e-platform 3.0, marked a significant achievement as it became the fastest A0-class car in China to sell over 1 million units [8] Group 3: User Engagement and Brand Strategy - The Ocean Network emphasizes user-centric development, integrating user feedback into its product design and innovation processes through various channels [12][14] - The company has cultivated a strong emotional connection with its users, transforming them into brand advocates and creating a community that supports mutual growth [14] Group 4: Future Plans and High-End Positioning - The Ocean Network has announced its new flagship series, the Ocean 8 series, which includes the Seal 08 and Lion 08, aimed at high-end markets and set to launch in the first quarter of 2026 [10][14] - The company plans to enhance its high-end positioning and continue focusing on user needs, aiming to provide smarter and more comfortable travel experiences [14]

来源：环球网 【环球网科技综合报道】2025年12月15日，2025比亚迪海洋四周年Ocean Day用户盛典在深圳举办，全 国海粉与媒体大咖欢聚一堂，见证海洋网从奔涌浪潮中驶向新程的辉煌时刻。 官方称，海洋网成立四年累计销量突破600万辆，宋PLUS、海鸥、海豚、海豹相继跻身"四大百万IP天 团"；全新旗舰系列8系正式定名海豹08和海狮08，宣告品牌高端化突破。超600万"海粉"从车主变身品 牌共创者，秉持初心共赴绿色征程，以热爱与智慧成为海洋网持续创新的核心支撑，共同书写绿色出行 的未来篇章。 四年600万，"海洋速度"比肩传统合资品牌十年积累 从2021年11月成立至今，海洋网四年达成600万辆销量，增速比肩传统合资品牌十年积累，以"海洋速 度"创行业新纪录。这不仅印证市场对海洋网产品的认可，更彰显中国品牌在新能源时代的崛起。这一 成绩的背后，是比亚迪"技术鱼池"与全产业链垂直整合的系统性赋能。借此，海洋网重塑市场格局，并 为行业提供可持续发展范本。 用户需求驱动，五大爆款IP构建产品矩阵 活动现场，海豚车主代表与来自全国各地的海粉、媒体共同回顾了海豚百万辆下线的里程碑时刻。 海洋网的成功，源于摒弃传统 ...

Core Viewpoint - The recent IPO developments of multiple companies on the Shanghai Stock Exchange, including Changyu Group, indicate a growing interest in the chemical new materials sector, particularly in zirconium products and specialty nylon [2][3]. Company Overview - Changyu Group, established in April 2019 and headquartered in Zibo, Shandong Province, focuses on the research, production, and sales of zirconium products, specialty nylon products, and fine chemical products [3][4]. - The company is controlled by Liu Qiyong and Liu Ce, who hold 53.20% of the shares, with Liu Qiyong serving as the chairman and general manager [4]. Financial Performance - The company's revenue for the years 2022, 2023, 2024, and the first half of 2025 was 1.669 billion, 1.608 billion, 1.638 billion, and 896 million respectively, with net profits of 260 million, 196 million, 215 million, and 114 million [8]. - In the first nine months of 2025, Changyu Group reported a revenue of 1.321 billion, an increase of 8.49% year-on-year, and a net profit of 179 million, up 14.78% year-on-year [8]. Product Segmentation - Zirconium products accounted for 76.17%, 72.43%, 70.85%, and 69.78% of the company's main business revenue during the reporting periods, making it the primary source of income [10]. - Specialty nylon products contributed approximately 14% to 20% of the revenue in recent years, with sales volumes increasing steadily [10][11]. Market Position - Changyu Group holds a market share of approximately 30% in the zirconium market, making it a leading player in the industry [19][25]. - The global zirconium market is projected to reach $750 million by 2030, while the specialty nylon market is expected to grow to $3.337 billion by 2025, indicating strong growth potential for Changyu Group [21][23]. Competitive Landscape - The zirconium products industry is characterized by a concentration of private enterprises, with Changyu Group competing against major players like Dongfang Zirconium and Sanxiang New Materials [25]. - In the specialty nylon sector, competition includes international giants such as DuPont and Arkema, which dominate the high-end new materials market [25]. Research and Development - As of June 2025, Changyu Group employed 1,163 people, with 112 dedicated to research and development, representing 9.63% of the workforce [18]. - The company's R&D expenses for the reporting periods were 55.28 million, 50.03 million, 52.31 million, and 27.05 million, with R&D expense ratios of 3.31%, 3.11%, 3.19%, and 3.02% respectively [18].

探索湾区经济脉搏，解码创新发展基因，珠三角作为中国改革开放前沿阵地，汇聚了全球顶尖的制造业、科技创新与产业集群。参访聚焦智能制造、数字 经济、绿色能源、跨境电商四大领域，精选行业标杆企业，通过实地探访、高管对话、案例剖析等形式，助力参访者洞察产业趋势、链接优质资源、激发 创新灵感。 研发投入占比与专利布局（如华为年研发投入超千亿，全球专利数行业第一）；核心技术攻关方法论（如比亚迪刀片电池的"针刺实验"背后的材料创 新）；产学研协同模式（如东莞松山湖材料实验室与高校联合研发机制）。工业互联网平台架构（如华为FusionPlant如何连接百万设备）；AI在质检、物 流、预测性维护中的应用（如OPPO手机AI视觉检测良品率提升30%）；柔性生产与大规模定制（如SHEIN通过数字化实现7天极速上新）碳足迹核算与减 排技术（如比亚迪电动车全生命周期碳减排数据）；循环经济模式（如格力"以旧换新"回收体系）；ESG报告编制与投资者沟通（如腾讯2030年碳中和路 线图）。 知识体系全面升级：通过系统探访华为、腾讯、比亚迪等头部企业，参访者将直接接触行业最前沿的战略框架与管理方法论。从华为"1+N"生态布局到腾 讯产业互联网转 ...

沪深股通今日合计成交2076.35亿，其中寒武纪和中际旭创分居沪股通和深股通个股成交额首位。板块 主力资金方面，商贸零售板块主力资金净流入居首。ETF成交方面，标普消费ETF（159529）成交额环 比增长301%。 龙虎榜方面，多只商业航天概念股遭游资抛售，其中雷科防务遭一家实力游资（国泰海通证券上海新闸 路）卖出1.69亿，航天科技遭一家实力游资（招商证券深圳深南大道）卖出0.65亿，中超控股遭三家实 力游资（国泰海通证券成都北一环路、中泰证券湖北分公司、国泰海通证券南京太平南路）合计卖出 1.65亿。永辉超市今日涨停，获两家一线游资席位（中国银河证券大连黄河路、国泰海通证券上海新闸 路）分别买入3.95亿、1.5亿，同时获沪股通买入2.16亿。 一、沪深股通前十大成交 今日沪股通总成交金额为961.19亿，深股通总成交金额为1115.17亿。 | | | 沪股通( 12月16日 ) | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 688256 | 寒武纪 | 18.26 | | 2 | 600519 | 贵州茅台 | ...

Core Insights - The "Super CEO" list by Zhito Finance highlights outstanding leaders in the automotive industry, focusing on their financial growth and reputation, with BYD's Wang Chuanfu ranked first [1][12]. Industry Overview - The automotive industry in China, encompassing vehicles, parts, and services, is projected to produce and sell 31.28 million and 31.44 million units in 2024, reflecting year-on-year growth of 3.7% and 4.5% respectively, maintaining its position as the world's largest market for 16 consecutive years [2]. - In 2024, China's automotive exports are expected to reach 5.859 million units, marking a 19.3% increase, showcasing the industry's resilience amid global trade uncertainties [2]. New Energy Vehicles (NEVs) - NEVs are leading the transformation of the automotive industry, with production and sales expected to exceed 10 million units in 2024, achieving year-on-year growth of 34.4% and 35.5% respectively [3]. - NEV exports are projected to reach 1.284 million units, a 6.7% increase, as China strengthens its competitive edge in key overseas markets [3]. Automotive Parts Industry - The automotive parts sector is experiencing significant growth, with the demand for core components like batteries, motors, and electronic controls surging as NEV penetration exceeds 40% [4]. - In 2024, the installed capacity of power batteries is expected to grow by 47.6% to 531 GWh, with lithium iron phosphate batteries accounting for 69.2% of the total [4]. - The export value of automotive parts is anticipated to reach $105.61 billion, reflecting a 6.8% increase [4]. Intelligent Driving - The intelligent driving sector is witnessing rapid advancements, with consumer demand for safety and efficiency driving the adoption of L2 and higher autonomous driving features in mid-to-high-end vehicles [5]. - Technological breakthroughs in AI algorithms, automotive-grade chips, and high-precision mapping are laying a solid foundation for the industrialization of intelligent driving [5]. CEO Performance - The 25 CEOs on the list have demonstrated impressive performance, with median revenue growth of 23.3%, net profit growth of 31.42%, and return on equity of 15.35% [8]. - The average market capitalization of these companies is approximately 113.6 billion yuan, with 24 CEOs disclosing their 2024 salaries, the highest being 639.134 million yuan [8]. - The representation of post-80s CEOs has increased significantly, indicating a trend towards younger leadership in the automotive sector [8]. Notable CEOs - Wang Chuanfu of BYD leads the list, achieving sales of 4.2721 million units in 2024, with a revenue of 777.102 billion yuan, a 29.02% increase year-on-year [12]. - Zhang Zhengping of Seres has seen a remarkable revenue increase of over 305.04% to 145.176 billion yuan, with NEV sales rising by 182.84% [13]. - Li Xiang of Ideal Auto reported a revenue of 144.460 billion yuan, a 16.64% increase, and is focusing on expanding into the Middle East and Central Asia [14]. - Wang Bin of Top Group achieved a revenue of 26.6 billion yuan, growing by 35.02%, by implementing a Tier 0.5 platform strategy [15].

智通财经记者 | 张蕊 智通财经编辑 | 崔宇 史国伟 此外，可再生能源发电量接近全国总发电量的四成，超过同期第三产业用电量与城乡居民生活用电量之 和。风电、光伏新增发电量超过全社会用电量增量。今年上半年，全国可再生能源发电量达17993亿千 瓦时，同比增加15.6%，约占全部发电量的39.7%。 2025年，新能源行业迎来新一轮政策"组合拳"，政策重心逐渐从"扩规模"转向"抓质效"，以夯实能源安 全保障基础、持续深化绿色低碳转型、统筹推进新型电力系统建设为目标，提出了多项提出针对性政策 举措。同时，作为世界清洁能源发展不可或缺的关键力量，我国正在积极推进与国际接轨的碳足迹管理 体系和碳标识认证制度，积极应对绿色贸易壁垒。 细分行业方面，在我国能源转型进入"质效并举"阶段的大方向下，政策对光伏行业的推动力度也显著增 强，要求分布式光伏具备"可观、可测、可调、可控"能力，实现光伏消纳能力的协同优化。2024年，全 国光伏新增装机2.78亿千瓦，同比增长28%，其中集中式光伏1.59亿千瓦，分布式光伏1.18亿千瓦。截 至2024年12月底，全国累计太阳能发电装机容量约8.86亿千瓦，同比增长45.2%；其中集中 ...