人民财讯12月9日电，据东莞发布消息，2025年12月，东莞比亚迪（002594）新能源汽车关键零部件项 目(简称"东莞比亚迪")年产值突破百亿元，成为全市第19家产值超百亿的龙头企业。 ...

但在二十多年前，中国汽车工业还深陷"市场换技术"还是"自主创新"的激辩。 当中国新能源汽车和动力电池双双"领航"全球，改写产业格局时，回望当时的争论与抉择，中国汽车产 业的逆袭早已埋下伏笔。 文本节选自《电车之心：中国动力电池传》第一章《从0到1："砸"出一个市场》 【文/杨璐、张从志】 "市场换技术"转向"自主创新" 北京大学的路风教授，是美国哥伦比亚大学的博士，演化经济学、技术创新理论学者理查德·纳尔逊教 授的学生。2003年10月至2004年2月，他受科技部委托，调研并撰写了报告《发展我国自主知识产权汽 车工业的政策选择》。这篇报告最开始在内部印发，后来不知怎么就流传到媒体上，引起轩然大波。二 十年后，路风教授回忆起这篇报告，依旧觉得不可思议。"这个调研对我来讲非常简单，我用的就是从 美国学习的创新理论。我没想到会引起那么大的反响。这个报告引起的热潮持续了一两年，舆论非常 大。科技部也写了报告，这件事就到了高层那里。" 一开始路风教授并不清楚，自己无形中卷入了一场中国工业要不要自主创新的辩论之中。新能源汽车和 动力电池的从无到有，某种意义上就是从这场关于发展道路的辩论开始的。 辩论一方的观点是"市场换技 ...

Investment Rating - The report assigns a "Buy" rating to several companies in the automotive sector, including Xpeng Motors, Geely Automobile, Great Wall Motors, BYD, GAC Group, and others, with target prices ranging from 2.5 to 125 [3][4]. Core Insights - The Chinese automotive industry is expected to achieve record-high retail and wholesale sales in 2025, with a more complex landscape anticipated in 2026 due to the phasing out of subsidies and tax incentives [2][4]. - The report expresses a more optimistic view on the resilience of the automotive sector compared to market expectations, predicting a slight decline in retail sales by 0.1% to 2,415 million units in 2026, while wholesale sales are expected to grow by 2.9% to 3,125 million units [4][22]. - The competition in the automotive sector is expected to intensify, with a record number of new models anticipated in 2026, leading to a potential increase in market share for domestic brands [4][24]. Summary by Sections Sales Forecast - Retail sales of passenger vehicles in China are projected to reach 2,418 million units in 2025, a 3.2% increase year-on-year, while wholesale sales are expected to exceed 3,000 million units for the first time [44][52]. - The report anticipates that the retail sales will remain stable in 2026, supported by the importance of automotive consumption to the Chinese economy and the introduction of new models [22][44]. Market Dynamics - The report highlights that the competition among automakers will become more fierce, with a record 173 new models expected to be launched in 2026 [23][24]. - The demand for electric vehicle batteries is expected to rise, potentially leading to increased battery prices, which could impact automaker profit margins [23][24]. Investment Strategy - The report recommends Geely Automobile as a top pick due to its solid fundamentals and attractive valuation, alongside the battery manufacturer Zhengli New Energy, which is expected to benefit from rising battery prices and a growing customer base [28][29]. - The report suggests that the valuation gap between traditional automakers and new entrants is likely to narrow as both groups adapt to market changes [25][26]. Export Potential - The report forecasts that China's passenger vehicle exports will increase by 16% in 2026, driven primarily by the growth in electric vehicle exports, which are expected to rise by 40% [61][62]. - The potential market for Chinese brands overseas is estimated at 7.8 million units, indicating significant growth opportunities in various regions [61][62].

方程豹钛7在11月卖了2万4千台，其实大家都很想知道，火爆的背后，究竟影响到哪些品牌。所以今天找了5位销售聊聊，看看实际情况究竟怎么样。 我们店是省会城市店，全市一共5家店，11月份店内共交车120台，其中钛7就占了70台。但因为现车不足，待交订单缺口仍然有十几台。 本月目前每天客流10批左右，每天订单有2-3台，周末可以翻倍。 这台车的用户画像直接用这几天的客户来举例吧。一句话总结就是：高质量客群，素质高、好沟通、下单不墨迹、贷款还容易。这几天办理了几个分期，职 业那一栏都是本地最大的国企央企员工，工作稳定收入也不得了。 钛7对比的车型很多很杂，几乎市面上差不多价格、不同风格的车型都有对比。 这里还是举个例子。 之前有个客户，上市当天就找我下了订单，后来到店里试驾，但是觉得尺寸太大，家人坐后排还有点晕车的感觉，然后又找我退了。 之后去对比了理想L6、领克900、福特锐界和银河M9，每款车又都试驾了一遍，结果发现也没有比钛7更好，再一看价格，还是钛7更香。过了几天又来店里 找我下单，这一进一出，提车时间硬生生延长了几周。 去年腾豹的大佬就曾 透露 过今年方程豹将是下沉的一年，但是当钛7、钛3真正上市的时候，还 ...

近期郑州将连续举办3场招聘会，覆盖多区域、多行业、多人群，累计提供超过2万个岗位。从零工 市场到重点企业专场，从传统行业到新兴业态，系列活动通过"岗位对接+技能培训+特色赋能"的创新 模式，为高校毕业生、待业青年等群体搭建多层次、立体化的就业服务平台。 为进一步丰富招聘会服务内涵，提升活动吸引力与实效性，主办方在招聘会期间同步策划了两大特 色活动。其中，短剧演员海选活动将为具有表演天赋、热爱文艺的求职者提供展示自我的舞台，优秀参 与者有望获得参与本土短剧拍摄的机会，为就业增添新路径；手工钩织培训则邀请专业讲师现场授课， 通过实操教学帮助求职者掌握手工钩织技能，拓宽灵活就业渠道，助力实现"一技在手，就业无忧"。 为提升求职体验，活动现场将设立企业招聘区、企业展示区，并开通手机端扫码投递简历等便捷服 务，为求职青年提供多元化的岗位匹配和面对面推荐机会。 12月10日上午，由郑州市就业创业服务中心、河南省零工市场联合主办的"攻坚促就业 奋进创未 来"2025年高校毕业生等青年就业服务攻坚行动暨河南省零工市场招聘会将在河南省零工市场二楼（经 北二路50号）举行。这场招聘会将为求职者提供8700多个岗位。 12月13日 ...

国内销量连续5个月下滑 12月5日，比亚迪(002594.SZ)召开2025年第二次临时股东大会。针对股东提问，王传福及管理团队详细 披露了未来技术攻坚、营销升级和海外扩张等核心问题。 海外市场占比持续提升 今年11月，比亚迪销量达48.02万辆。然而，从国内销量来看，却只有34.83万辆，同比下降26.81%，连 续五个月同比下滑。 王传福主动回应了市场最关切的国内销量问题，并未回避短期压力。他表示，2025年比亚迪国内市场销 量下滑，核心源于两大因素:一是技术领先的"惊艳度"下降，相较于前几年凭借刀片电池、DM-i超级混 动等颠覆性技术引领市场的态势，当前技术成果的差异化优势被行业同质化竞争稀释；二是用户痛点尚 未完全解决，低温环境下充电速度慢等实际使用问题，仍需通过技术突破进一步优化。 "我口中的技术不够领先，并非没有新突破，而是有重磅技术正在储备，目前暂不便于披露。"王传福强 调，比亚迪的核心竞争力从未脱离"技术"二字，而12万工程师组成的研发团队，正是公司重塑技术领先 优势的"关键底气"。 7月7日下午，比亚迪"深圳号"滚装船完成跨洋首航后，回到深圳小漠国际物流港。深汕融媒体中心供图 采写:南都记者 ...

Core Insights - The electric vehicle (EV) market is witnessing significant competition, particularly from BYD, which has surpassed Tesla as the largest EV producer [2][3] - BYD is planning to expand into the European luxury market, posing a substantial threat to European luxury car manufacturers [3][6] - The company has a significant production capacity, with a $4.5 billion factory in Hungary expected to produce 150,000 vehicles annually, potentially exceeding this target [3][4] Company Overview - BYD originated as a battery company and has successfully transitioned into the EV sector, demonstrating remarkable growth and production capabilities [2][3] - The company employs around 1 million people, with a notable engineering workforce of 125,000, which is significantly higher than that of major competitors [9][10] Market Dynamics - China holds a competitive advantage in rare earth elements and magnets, which are crucial for EV production, allowing BYD to dominate the market and exert pressure on European manufacturers [5][6] - European automakers are at a disadvantage due to limited resources, making them more reliant on EVs, while BYD is positioned to capture a large market share [8][6] Product Performance - BYD's high-end vehicles have been described as superior in performance compared to luxury competitors, showcasing advanced features and capabilities [4][6] - The production strength and operational efficiency of BYD are highlighted as key factors that will impact the competitive landscape in the EV market [7][10]

Let's get to the electric vehicle market and competition with China. Our next guest just coming back from a trip to the BYYD factory in Shenzhen and she joins us now with her insights. Meredith Whitney, CEO of Meredith Whitney Advisory Group.I'd love how you go deep on these on these topics that investors really care about. Meredith, so what what did you find. What's your takeaway.>> Well, the timing of this trip was really interesting. So, I I'm not obviously I'm not an an Adam Jonas who's a specialist on ...

每经AI快讯，比亚迪（SZ 002594，收盘价：96.53元）发布公告称，2025年12月5日10:00-11:30，比亚 迪接受股东及股东代理人共计137人调研，公司董事长兼总裁王传福等人参与接待，并回答了投资者提 出的问题。 2025年1至6月份，比亚迪的营业收入构成为：交通运输设备制造业占比81.48%，日用电子器件制造业 占比18.52%，其他占比0.01%。 截至发稿，比亚迪市值为8801亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 曾健辉） ...

据哥伦比亚《时代报》12月6日报道，哥电动车市场在11月继续增长，上牌量同比提升28.7%，共登记2034 台，占全国汽车销量的8.5%。比亚迪以919台稳居首位，市占率45.2%，同比增长13.2%。奇瑞表现突出，从去 年同期的2台大幅增加至273台，占比13.4%。此外，广汽和一汽销量出现指数级增长，同比增幅分别达到 6700%和740%。特斯拉也首次进入哥当月电动车销量榜。 （原标题：比亚迪稳居哥伦比亚11月电动车市场首位） ...