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千亿产业“链”动未来
Guang Xi Ri Bao· 2025-12-11 02:42
12月5日,位于南宁东部新城的广西宁福新能源科技有限公司生产车间内,机械臂"穿针引线",每 天超过10万颗锂电池电芯从这里下线,产品远销全球市场。 广西弗迪年产55GWh储能系统及动力电池项目车间里,自动化生产线高速运转,一片片刀片电池 经过上百道工序,蜕变为支撑大型储能的"能量魔方"。 在南宁盈博莱新材料科技有限公司厂房,看似普通的"小薄膜"经过多重精细工序,变身成为新能源 电池关键材料——锂电池干法隔膜,这些填补南宁动力电池领域空白的关键材料随后交付给下游企业。 近年来,南宁在"软环境"营造与"硬措施"保障上同步发力,一方面坚持有效市场和有为政府相结 合,持续健全领导干部联系服务重大项目重点企业、企业"办不成事"诉求直达快办等机制,以"保姆 式"服务助力企业快速落户投产;另一方面,将新能源产业作为千亿级重点产业精心打造,出台"拿地即 开工"4.0版、产业投资基金、顶尖人才专项等一系列扶持政策,通过推动链主企业落地、加快产业集群 建设,逐步构建起集资本、技术、产业、人才和应用场景为一体的新能源产业生态。 "引进一家,带来一串,辐射一片"的集聚效应持续显现。自2022年以来,以比亚迪、多氟多为引 领,南宁已构 ...
中国十大储能巨头海外订单排行榜(2025年)
鑫椤储能· 2025-12-11 02:12
以下文章来源于24潮 ,作者24潮产业研究院 24潮 . 关注全球新能源浪潮,洞见商业与传播价值 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤储能 资讯~ 封面图 | 图虫创意 海外 "GWh级" 储能订单的持续涌现,证明中国储能头部企业的持续进击,正在成为改变全球储能格局的关键力量。 据24潮产业研究院 (TTIR) 不完全统计,2025年至今,10大储能巨头签订海外订单总规模合计达166.26GWh。这已经是2024年海外新 型储能市场新增装机量 (81.5GWh) 的2.04倍。 从地区分布看,澳大利亚以41.16GWh的订单量位列第一,其次是中东的38GWh,第三名是亚洲 (不包含中国) 33.642GWh,其他依 次为欧洲28.897GWh、南美12.646GWh、北美12.501GWh、非洲0.912GWh。 在企业层面,10大储能巨头海外订单量均突破4GWh,6家企业突破10GWh,前三名依次为宁德时代 (52.9GWh) 、海辰储能 (34.01GWh) 和比亚迪 (19.7GWh) 。具体海外订单明细,详见文末附录。 不过需要注意的是,很多海外订单只是意向订 ...
Counterpoint:2025年Q3全球新能源车销量同比大幅增长32% 纯电动车继续占据主导地位
Zhi Tong Cai Jing· 2025-12-11 02:07
吉利控股 吉利控股集团以10%的全球BEV市场份额位列全球第三,2025年Q3BEV销量同比增长51%。集团旗下银 河与极氪两大品牌在中国经济型及中端电动车市场表现突出,持续推动销量增长。吉利通过"实惠定价 +先进软件"的组合策略,在竞争激烈的中国市场持续赢得消费者青睐。旗下品牌中,吉利银河贡献了 集团BEV总销量的一半以上。Galaxy星愿、GalaxyE5和几何熊猫MINIEV是其最畅销车型。 Counterpoint Research发布全球电动汽车市场份额季度数据(2024年Q1 - 2025年Q3)。2025年Q3全球新能 源汽车销量同比大幅增长32%。纯电动车(BEV)继续占据主导地位,占全球电动汽车销量的三分之二, 其销量较去年同比增长32%。插电式混合动力汽车(PHEV)也实现温和增长,同比增长6%。三季度BEV 普及率创下新高,占全球乘用车销量的18%,高于去年同期的14%。中国仍是全球增长的核心动力,贡 献了全球BEV销量的60%,其后依次为欧洲和美国。车型层面,特斯拉ModelY、吉利Galaxy星愿以及 特斯拉Model3成为本季度全球最畅销的三款电动车。 全球三大BEV车企: 比亚迪 ...
全球电动汽车市场份额季度数据(2024 年 Q1 - 2025 年 Q3)
Counterpoint Research· 2025-12-11 01:42
Core Insights - The article discusses the performance and market share of major Battery Electric Vehicle (BEV) manufacturers, highlighting the growth trends and competitive landscape in the electric vehicle market [6][9][11]. Group 1: Market Performance - BYD continues to lead the global BEV market with nearly 600,000 units sold in Q3 2025, representing a 33% year-on-year growth. The company has a strong presence in overseas markets, contributing 27% to its sales [6]. - Tesla ranks second with over 13% global market share, achieving a 7% increase in sales year-on-year in Q3 2025, driven by the strong performance of the updated Model Y and preemptive purchases in the U.S. before the EV tax credit expiration [11]. - Geely Holding ranks third with a 10% global BEV market share, experiencing a 51% year-on-year increase in sales in Q3 2025, supported by its brands targeting the economy and mid-range electric vehicle segments [7][10]. Group 2: Sales and Market Share Trends - Global sales of new energy vehicles saw a significant year-on-year increase of 32% in Q3 2025, with BEVs accounting for two-thirds of total electric vehicle sales. The BEV penetration rate reached a record high of 18% of global passenger car sales, up from 14% the previous year [9]. - China remains the core driver of global growth, contributing 60% of global BEV sales, followed by Europe and the U.S. [9]. - The top-selling electric vehicles in Q3 2025 included Tesla Model Y, Geely Galaxy, and Tesla Model 3, indicating strong competition among leading brands [9]. Group 3: Competitive Strategies - BYD's competitive advantage lies in its diverse product offerings in BEV and PHEV segments, particularly in compact SUVs and sedans, maintaining its market leadership through competitive pricing and scale effects [6]. - Geely's strategy of combining affordable pricing with advanced software has resonated well with consumers in the competitive Chinese market, with its Galaxy brand contributing over half of its total BEV sales [10].
报告:第三季度全球新能源汽车销量同比增长32%
Zhong Guo Xin Wen Wang· 2025-12-11 01:34
吉利控股集团以10%的全球BEV市场份额位列全球第三,第三季度销量同比增长51%。集团旗下银河与 极氪两大品牌在中国经济型及中端电动车市场表现突出,持续推动销量增长。 中新网北京12月11日电(记者 吴涛)10日,科技研究咨询公司Counterpoint Research发布数据报告称, 2025年第三季度,全球新能源汽车销量同比大幅增长32%。 特斯拉以超过13%的全球份额排名第二,2025年第三季度销量同比增长7%。今年特斯拉销量提升主要 受益于改款Model Y的表现,以及在中国推出的长轴距版Model Y。(完)【编辑:于晓艳】 在车企层面,比亚迪集团在2025年第三季度以近60万辆的BEV继续稳居全球市场第一,同比增长33%。 该公司在欧洲、东南亚和拉美等海外市场表现强劲,出口量超过15万辆,海外市场贡献率达27%。 其中,纯电动车(BEV)继续占据主导地位,占全球电动汽车销量的三分之二,其销量较去年同比增长 32%。插电式混合动力汽车(PHEV)也实现温和增长,同比增长6%。 报告称,第三季度BEV普及率创下新高,占全球乘用车销量的18%,高于去年同期的14%。中国仍是全 球增长的核心动力,贡献了 ...
宋L DM-i:两年免息优惠将近三万,买它的有很多小老板
车fans· 2025-12-11 00:52
哈喽大家好,我是比亚迪王朝网的LV,一个在四线小城卖比亚迪的小趴菜,今天给大家带来的是当家混动SUV—宋L DM-i(以下统称为宋L吧)。 销量如何?卖得最多的是什么配置和颜色? 上个月比之前客流有明显下滑,这是我从业多年从未遇到过的。 之前 大家 总说金九银十, 之后慢慢 转为了银十金十一,大家的购车热情与天气成反比,天 气越冷进店量越多,今年十月份进店井喷后,还以为十一月份会越来越好,没想 到客流遇冷 。每天都在纳闷,就快 要交购置税了,客户都到哪去了? 目前平均每天进店客流有3 -4 组,每两天有一组客户是来看这款车的。 上个月店里卖了将近60台车,宋L卖了10台,我交了3台,两台全款,每台提成350元,一台分期,提成600元。 目前 仓库里 的宋L 可谓是 三代同堂,你既可以买到宋L,也可以买到宋L智驾版, 还 可以买到26款的宋L智驾加推版。 具体的现车 有 1 台非智驾版, 8 台智驾版, 一半 是112KM领先型,一半是112KM超越型,均以灰色为主,在途则是有6台26款的。 最畅销的还是112KM超越型,指导价15.58万,可以优惠22000,但是现在160KM超越型明显更划算了,16.58万 ...
美联储降息25个基点,美股三大指数全线走高,中国资产受提振,市场预期未来更多宽松
Jin Rong Jie· 2025-12-11 00:10
Group 1: Federal Reserve Actions - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to 3.50%-3.75%, marking the third rate cut of the year [1] - Fed Chairman Powell stated that discussions of rate hikes in early next year are not on the table, leading to a significant rebound in U.S. stock indices [1] - The decision to cut rates was not unanimously supported, with three dissenting votes, highlighting internal divisions within the Fed [6] Group 2: Market Reactions - Major U.S. stock indices saw substantial gains, with the Dow Jones up 497.46 points (1.05%), the S&P 500 approaching its historical high, and the Nasdaq rising 0.33% [1][2] - Large tech stocks showed mixed performance, with Tesla, Amazon, and Google rising over 1%, while Meta and Microsoft experienced declines [1][2] Group 3: Commodity and Cryptocurrency Markets - The commodity market was active, with spot silver rising 1.83% to $61.7854 per ounce, and COMEX silver futures increasing 2.27% to $62.230 per ounce, both reaching historical highs [2] - Gold also saw an increase of 0.46%, priced at $4227.37 per ounce, while the cryptocurrency market strengthened, with Bitcoin reaching $93,000 and Ethereum rising to $3,400 [2] Group 4: Chinese Stocks and Foreign Investment - Chinese stocks performed well, with the Nasdaq China Golden Dragon Index rising 0.65%, and notable gains in companies like Xiaoma Zhixing, Alibaba, and Baidu [3] - Foreign investment interest in Chinese assets is increasing, with predictions of an 18% rise in the MSCI China Index by the end of 2026, supported by robust economic growth and improved corporate earnings [5] Group 5: Economic Outlook - The Fed raised its GDP growth forecast for 2026 by 0.5 percentage points to 2.3%, while inflation is expected to remain above the 2% target until 2028 [7] - Market analysts expect the Fed to maintain a dovish stance, with potential further rate cuts anticipated in 2026 [8][9]
比亚迪跃升阿根廷电动汽车销冠
Shang Wu Bu Wang Zhan· 2025-12-10 18:23
(原标题:比亚迪跃升阿根廷电动汽车销冠) 比亚迪跃升阿根廷电动汽车销冠 阿根廷《金融界报》12月1日报道,据阿根廷汽车经销商协会(ACARA) 数据显示,11月份,阿根廷汽车市场表现喜忧参半,整体上牌量同比微跌 3.3%、环比重挫33%,但纯电动汽车却逆势狂飙,1-11个月销量累计突破1100 辆,同比增长114%,其中,当月电动车上牌量达225辆,中国品牌比亚迪以 168辆的绝对优势夺冠,凭借Dolphin Mini(起价2.299万美元、续航380km)和 Yuan Pro SUV强势将传统车企甩在身后,雪佛兰(26辆)、雷诺(5辆)、北 汽(5辆)等紧随其后。 fund 另据报道,比亚迪位于巴西卡马萨里的新工厂正式投产仅数日,便以破纪 录速度下线第1万辆新车,标志其在拉美扩张进入快车道。业内人士指出,卡 马萨里工厂的高效量产经验与技术平台,将很快复制至阿根廷等邻国市场,加 速中国品牌在拉美取代传统车企、主导电动化与智能化转型的进程。 ...
比亚迪汉L第3次OTA升级:DiLink智能座舱UI焕新
Feng Huang Wang· 2025-12-10 15:16
此外,新增泊车辅助车外语音播报功能,使用下车泊入时,支持通过车外语音提示行人车辆状态信息。 同时新增窄车位情况下,推荐使用下车泊入功能。 凤凰网科技讯 12月10日,比亚迪(002594)宣布比亚迪汉L第三次OTA全面开启。本次升级共新增23项 功能,并对12项体验进行优化。 其中,引入了全新的DiLink智能座舱UI,视觉交互全新体验,全新自动分屏提升操作效率,座舱屏幕根 据随时光自动变化。 另外,手车互联新增荣耀车联,适配荣耀Magic系列机型,支持导航流转、应用流转等功能。 ...
中国燃油车,在海外杀疯了!
Xin Lang Cai Jing· 2025-12-10 14:05
Core Viewpoint - The article discusses the significant growth of Chinese fuel vehicles in overseas markets, highlighting their competitive advantages in terms of price and features compared to traditional brands, despite the global shift towards electric vehicles [4][25]. Group 1: Export Growth of Fuel Vehicles - Since 2020, for every four cars exported from China, three have been fuel vehicles [5]. - In 2021, China exported 2.015 million cars, with 1.705 million being fuel vehicles, accounting for 84.6% [6]. - In 2022, the total car export volume reached 3.111 million, with fuel vehicles increasing to 2.342 million, representing 78.2% [7]. - In 2023, the export volume of traditional fuel vehicles was 3.707 million, making up 75.4% of total exports [8]. - Projections for 2024 indicate that fuel vehicle exports will reach 4.574 million, maintaining a share of 78.1% [9]. Group 2: Market Performance and Competitiveness - Chinese fuel vehicles are performing well in secondary markets such as Eastern Europe, Latin America, and Africa, with significant market shares [12]. - In South Africa, Chinese manufacturers captured nearly 16% of the automotive market in the first half of the year, up from 10% the previous year [12]. - In Chile, Chinese fuel vehicles accounted for nearly one-third of the market, while traditional brands saw sales declines of 34% to 45% [12]. Group 3: Advantages of Chinese Fuel Vehicles - Chinese fuel vehicles offer superior cost-performance ratios, allowing consumers to purchase larger and better-equipped vehicles for the same price as basic models from traditional brands [16][38]. - For example, in Saudi Arabia, the price of a base model Nissan Sylphy can buy a fully equipped MG7, which offers better performance and features [38]. - The strategy of providing high configurations at competitive prices has proven effective in attracting budget-conscious consumers [40]. Group 4: Industry Upgrades and Global Strategy - Chinese automakers have upgraded their production standards to meet international safety and reliability benchmarks, moving from merely exporting products to establishing local production bases in key markets [21][42]. - Companies like Chery, SAIC, and Geely have successfully transitioned to building local supply chains and sales networks, enhancing their global competitiveness [21][44]. - Some joint ventures have also leveraged Chinese manufacturing advantages to boost their export operations significantly [23][45]. Group 5: Future Outlook - The narrative of Chinese fuel vehicles represents a "silent yet solid" counterattack in the face of the electric vehicle trend, focusing on practical needs in markets where electric infrastructure is lacking [25][46]. - Despite challenges in brand recognition and scale compared to global giants like Toyota and Volkswagen, Chinese manufacturers are poised to convert their cost and technology advantages into sustainable global competitiveness [25][46].