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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].
12月工信部新车名单,比亚迪大秦、银河M7、哈弗H9值得关注
Xin Lang Cai Jing· 2025-12-10 13:55
Group 1 - The Ministry of Industry and Information Technology (MIIT) released the 402nd batch of new car application lists on December 5, indicating a significant number of new vehicle registrations as companies plan for the upcoming year [2][14] - The application list reflects the product direction of major automotive companies for the next year, showcasing various new models and updates [2][14] Group 2 - Changan is focusing on models like CS75PLUS and UNI-V, introducing hybrid and plug-in hybrid versions to provide consumers with more diverse power options [4][16] - BYD has submitted multiple new car applications, with the most notable being the Qin MAX and Seal 06 MAX, marking the return of the MAX suffix after several years and upgrading the electric versions of Qin L and Seal 06 [5][17] - Great Wall's Haval H9 remains a significant model with a rugged positioning and offers a variety of optional configurations to meet the needs of different off-road enthusiasts [7][19] - Geely has also submitted several new models, with the Galaxy M7 being particularly noteworthy as it represents a significant redesign of the Galaxy L7, positioning it as a strong competitor to models like Song PLUS [8][20]
一段“车舞秀” 一张中国新能源汽车的科技名片
Nei Meng Gu Ri Bao· 2025-12-10 13:48
Group 1 - The core viewpoint of the articles highlights the rapid development and strong momentum of China's new energy vehicle (NEV) industry, particularly through the demonstration of BYD's innovative technologies and products [1][2]. - The event showcased BYD's advanced vehicle capabilities, including the U9 model's impressive performance in a "car dance show," which captivated the audience and demonstrated the integration of technology and art [1]. - Journalists expressed their astonishment at the advancements in NEV technology, noting that the vehicles now offer enhanced functionalities and intelligence that exceed previous expectations [1]. Group 2 - BYD is recognized as a global leader in the NEV and clean energy solutions sector, with a comprehensive business model that includes research, production, sales, and service across multiple fields such as automotive, battery, photovoltaic, and energy storage [2]. - The company has established itself as a benchmark for high-quality manufacturing development in the Guangdong-Hong Kong-Macao Greater Bay Area, with a wide range of products covering both passenger and commercial vehicles [2]. - In the first eleven months of this year, BYD produced approximately 4.1176 million NEVs and sold around 4.182 million units, maintaining its position as the top seller of NEVs globally for several consecutive years [2].
Counterpoint:特斯拉Model 3/Y、吉利星愿为2025年Q3全球最畅销电动汽车
Feng Huang Wang· 2025-12-10 13:09
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%。 特斯拉以超过13%的全球份额排名第二,2025年Q3销量同比增长7%。 凤凰网科技讯12月10日,市场调研机构Counterpoint发布《全球电动汽车市场份额季度数据(2024年Q1- 2025年Q3)》。数据显示,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%。 车型层面,特斯拉Model Y、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。 车企层面,比亚迪(002594)集团在2025年Q3以近60万辆的BEV继续稳居全球市场第一,同比增长 33%。2025年Q3比亚迪海鸥、海豚和元UP是其最畅销的三款车型。 ...