开源证券提出，在购置税减免退坡及梯度以旧换新补贴预计对主流价位段新能源车销量造成较大影响的 背景下，2026年重点看好高端化发展方向。 比亚迪2月1日公告，2026年1月新能源汽车产23万辆、销21万辆，同比分别降29.13%、30.11%。小鹏汽 车公告，公司1月交付新车20011辆，同比下降34.07%，环比下降46.65%。主因或为购置税减半致需求 减少。 恒生科技指数ETF（513180）在跟踪恒生科技指数的ETF中规模排名第一，覆盖造车新势力龙头，持仓 比亚迪、蔚来、理想、小鹏、零跑。 2月2日，恒生科技指数盘中一度跌超3%。新能源车板块领跌，小鹏汽车、蔚来、比亚迪股份和零跑汽 车跌幅居前，恒生科技指数ETF（513180）盘中跌近3%。 ...

比亚迪A股股价下跌2.9%。 ...

来源：滚动播报 比亚迪在港股价最大跌幅达 5.1%，小鹏汽车跌 9.8%。 ...

截至9月30日，比亚迪股东户数64.26万，较上期增加98.37%；人均流通股5427股，较上期增加51.21%。 2025年1月-9月，比亚迪实现营业收入5662.66亿元，同比增长12.75%；归母净利润233.33亿元，同比减 少7.55%。 分红方面，比亚迪A股上市后累计派现278.59亿元。近三年，累计派现244.14亿元。 机构持仓方面，截止2025年9月30日，比亚迪十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股2.65亿股，相比上期增加1.37亿股。华泰柏瑞沪深300ETF（510300）位居第八大流通股东， 持股4630.40万股，相比上期增加3024.58万股。易方达沪深300ETF（510310）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月30日，比亚迪跌1.54%，成交额30.02亿元。两融数据显示，当日比亚迪获融资买入额2.54亿元，融 资偿还3.09亿元，融资 ...

Group 1 - The core point of the article is that Shanghai Borai Intelligent Technology Co., Ltd. submitted its IPO application to the Hong Kong Stock Exchange just six days after receiving a strategic investment of 100 million RMB from BYD Company Limited, which significantly enhances its market appeal and valuation [1][5][27]. Group 2 - The investment from BYD is crucial as it serves as a strong endorsement of Borai Intelligent's technology and future prospects, boosting market confidence [8][43]. - The strategic collaboration potential between BYD and Borai Intelligent in areas such as technology research and supply chain management is significant [8][43]. - The timing of the IPO application is strategic, leveraging the heightened market attention following the investment to maximize valuation [9][62]. Group 3 - Borai Intelligent focuses on the research and sales of fully electric, autonomous mining trucks, having been established in Shanghai in 2015 [10][45]. - The company is recognized as the largest provider of fully electric autonomous mining trucks globally based on projected shipment volume and revenue for 2024 [11][46]. - It ranks second in the Chinese market for autonomous mining truck solutions [12][48]. Group 4 - The company's revenue model consists of three main segments: selling autonomous mining trucks, providing comprehensive intelligent solutions for mining operations, and offering unmanned transportation services using its own fleet [16][51][53]. - The company aims to help mining companies adopt more environmentally friendly, safer, and efficient transportation solutions [19][54]. Group 5 - The financial performance shows rapid revenue growth, with approximately 69.57 million RMB in 2023, projected to reach about 171 million RMB in 2024, and 315 million RMB in the first nine months of 2025, which is over eight times the revenue from the same period the previous year [20][21][22]. - Despite the revenue growth, the company is still operating at a loss, with losses of 32.48 million RMB in 2023, 60.99 million RMB in 2024, and 58.67 million RMB in the first nine months of 2025, primarily due to high R&D expenses and rapid business expansion [23][24][58]. - A significant risk is the concentration of revenue, with the top five customers contributing 97.7% of total revenue, indicating a strong dependency on a few major clients [25][60]. Group 6 - The urgency for the IPO is driven by the need for capital to accelerate development in a rapidly growing industry, requiring substantial investment in R&D and capacity expansion [26][62]. - The recent investment from BYD has increased market interest, making this an opportune moment to file for the IPO to maximize attention and valuation [27][62]. - The company has undergone multiple rounds of financing since its inception, and the IPO represents a critical exit opportunity for early investors [27][62].

Market Overview - On January 30, 2026, the A-share market showed mixed results with the Shanghai Composite Index closing at 4117.95 points, down 0.96%, while the Shenzhen Component Index fell 0.66% to 14205.89 points, and the ChiNext Index rose 1.27% to 3346.36 points. Over 2800 stocks declined, with total trading volume in the Shanghai and Shenzhen markets at 2.84 trillion yuan, a decrease of 390 billion yuan from the previous trading day [1] - The Hong Kong stock market experienced a downward trend, with all three major indices dropping over 2%. The Hang Seng Index fell by 2.08% or 580.98 points to 27387.11 points, with a total trading volume of 301.61 billion HKD. The Hang Seng China Enterprises Index decreased by 2.47% to 9317.09 points, and the Hang Seng Tech Index dropped by 2.1% to 5718.18 points. For the month, the Hang Seng Index increased by 6.85% [1] - U.S. stock markets opened lower and closed down across all three major indices on January 30, 2026. The Dow Jones Industrial Average fell by 0.36% to 48892.47 points, the S&P 500 dropped by 0.43% to 6939.03 points, marking its third consecutive day of decline, and the Nasdaq Composite Index decreased by 0.94% to 23461.82 points, with all indices experiencing intraday declines of over 1% [1] New Stock Offerings - On January 30, 2026, there was one new stock available for subscription, with no new stocks listed [2] - The new stock, Yisiwei, listed on the Sci-Tech Innovation Board under the code 688816, has an issuance price of 55.95 yuan per share and a price-to-earnings ratio of 90.39 times. The company specializes in industrial intelligent vision, integrating design, research and development, manufacturing, and application of machine vision products. It has established a comprehensive system of industrial vision equipment for the automotive manufacturing sector, successfully breaking the long-standing monopoly of foreign brands in this field [3] Important News - On February 1, 2026, the State Taxation Administration issued an announcement clarifying the standards for the value-added tax (VAT) threshold and other management matters. The announcement specifies that the threshold for individual VAT taxpayers will increase from 500 yuan to 1000 yuan per transaction. Additionally, certain specific situations will now be subject to a monthly sales threshold of 100,000 yuan instead of the per-transaction threshold [4] - The Guotou Silver LOF fund announced that it will suspend trading from 10:30 AM on February 2, 2026, with resumption of trading following the Shenzhen Stock Exchange's regulations. If the market price does not effectively decrease, the fund reserves the right to apply for temporary suspension of trading to warn the market of risks [4]

车企1月竞争格局生变：小米成"新王"，比亚迪国内磨底 2月1日晚间，比亚迪发布产销快报称，1月销量达21.01万辆，同比下降30.11%，环比下降50.04%。 此前为了促进新能源汽车发展，国内新能源汽车购置税采取全额免征的政策，助力比亚迪等多家新能源车企快速发展。 对比来看，1月仍有多家新能源车企报喜。比如，小米汽车1月的交付量超3.9万辆，超越零跑汽车首次成为造车新势力月度销冠。 同时，赛力斯、蔚来公司、岚图汽车等主打中高端新能源汽车市场的车企，1月交付量（销量）同比分别增长104.85%、96.08%、31.29%。 多家车企掌门人此前预判，一旦走到这个时刻，燃油车和新能源汽车在某种程度上会迎来终极对决，并且会筛选出哪些新能源车企能够正向发展。 | 车企 | 2026年1月销量或交付量(辆) | 同比 | | --- | --- | --- | | 比亚迪 | 210051 | -30. 11% | | 吉利新能源 | 124252 | 2.63% | | 鸿蒙智行 | 57915 | 65. 53% | | 奇瑞新能源 | 52131 | -0. 08% | | 赛力斯新能源 | 43034 | 14 ...

| | | | 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 | | 新能源汽车 | 232. 358 | 327,864 | 232, 358 | 327,864 | -29.13% | 210.051 | 300, 538 | 210. 051 | 300. 5 | | -乘用车 | 227, 835 | 323, 811 | 227,835 | 323, 811 | -29.64% | 205, 518 | 296, 446 | 205, 518 | 296, 4 | | -纯电动 | 88.071 | 136. 931 | 88.071 | 136. 931 | -35.68% | 83,249 | 125, 377 | 83, 249 | 125, 37 | | -插电式混合动力 | 139. 764 | 186, 880 | 139.764 | 186 ...

IT之家 2 月 1 日消息，比亚迪刚刚发布了最新的 1 月产销快报。IT之家整理如下： | | | | 産量 | | | | 鎖量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 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 | | 一商用車 | 4.523 | 4.053 | 4,523 | 4,053 | 11.60% | 4.533 4,092 | 4.533 | 4.092 | 10.78% | | 一客車 | 442 | 286 | 442 | 286 | 54.55% | 442 286 | 442 | 286 | 54.55% | | 一其他 | 4.081 | 3.767 | 4.081 | 3.767 | 8.34% | 4.091 3.806 | 4.091 | 3.806 | 7.49% | | 合計 | 232.358 | 327.864 | 232,358 | 327,864 | -29.13% | ...

【导读】车企1月竞争格局生变：小米成"新王"，比亚迪国内磨底 中国基金报记者 邱德坤 | | | | | | | | | | | 11 17 1 23 1 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 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 | 232, 358 | 327, 864 | 232, 358 | 327,864 | -29. 13% | 210, 051 | 300, 538 | 210, 051 | 300, 538 | -30. 11% | | 一乘用车 | 227, 835 | 323; 811 | 227,835 | 323,811 | -29, 64% | 205, 518 | 296, 446 | 205, 518 | 296. 446 | -30. 67% | | -纯电动 | 88, 071 | 136 ...