【环球网科技综合报道】1月27日消息，根据IDC发布的最新报告显示，2025年全球纯电动汽车销量将 超过1210万辆，保持两位数的同比增长。比亚迪在2025年全球纯电动（BEV）车销量上超越特斯拉，标 志着全球新能源汽车格局的关键转折，反映出不同市场策略以及各价格区间电动车普及阶段的差异。 据分析，比亚迪全球销量的强劲增长主要贡献于其入门级电动车型，如海豚、Atto 3等车型对销量扩张 贡献显著。这一表现不仅证明了比亚迪产品的竞争力，也预示着电动化转型在经济型乘用车全球市场的 加速。 就品牌叙事而言，特斯拉聚焦于吸引科技敏感型高端消费者，始终将自身定位为一家以技术驱动的科技 公司，其相关的AI研究也延伸至机器人和能源管理等领域。IDC认为，入门级市场的增长逻辑与市场发 展的早期阶段有所不同，成本效率、渠道覆盖、运营能力的重要性有所增强。（青云） ...

"在经销端，我们会采取一个合理的价格差来对在售的非智驾版车型清库存。"彼时，比亚迪王朝网销售 事业部总经理路天在接受记者采访时曾透露。 图片来源：每经记者张建摄（资料图） 从今年5月1日开始，比亚迪增加了对部分智驾版车型的置换补贴标准。比如，汉EV智驾版、汉DM-i智 驾版、唐DM-i智驾版 综合 补贴3.5万元起，其中厂家置换补贴1.5万元，国家补贴2万元。 5月23日， 比亚迪 再次推出限时"一口价"或限时补贴的促销活动。此次活动涉及王朝网、海洋网共计22 款智驾版车型，最高补贴优惠5.3万元。 具体来看，海洋网10款车型限时"一口价"5.58万元起售，价格降幅最大的当属海豹07DM-i智驾版（1.5L 125km精英型），限时一口价为10.28万元，相比指导价降低了5.3万元。王朝网12款智驾版车型限时补 贴（不含国家补贴）起售价降至6.38万元，其中夏降幅最高，为3.2万元，限时起售价21.78万元。 今年以来，比亚迪已多次开展限时"一口价"或者限时补贴活动，通过厂家补贴、现金补贴等方式变相降 价。《每日经济新闻》记者梳理比亚迪过往三个月的限时补贴政策，其降价车型从数十款非智驾车型， 已经延展至此次的 ...

在政策层面，越南政府为新能源汽车发展提供了全方位支持。在2050年实现零碳排放目标的指引下，越南政府将电动车首次注册费豁免政策延长至2027年， 还推出消费税减免、充电桩建设补贴等一系列优惠措施。这些政策为新能源汽车市场营造了良好的发展环境，有望持续助推越南新能源汽车市场增长。 对比亚迪而言，在越南建设电池工厂是其东南亚战略的深化之举。2024年，比亚迪在越南开设了首批门店，并计划到2026年将门店数量扩展至约100家。此 外，其子公司已在越南富寿省建设电子工厂，并计划投资超2.5亿美元建造汽车零部件工厂。此次合资建厂，标志着比亚迪从终端销售、零部件制造到核心 电池供应的全产业链本土化布局在越南初步成形。 1月27日，越南政府披露一则消息：中国电池巨头比亚迪与越南金龙汽车（Kim Long）正式签约，将在越南中部建设一座专注商用车配套的电动汽车电池工 厂，项目总投资1.3亿美元。据查，越南金龙汽车是一家越南本土私营汽车制造商，专注于商用卡车、客车及专用车辆的研发、组装、生产和销售。 根据协议，该电池工厂项目将分两期推进：一期工程将建设占地4.4公顷的厂房，规划年产能为3吉瓦时（GWh）。此阶段产能将主要定向供 ...

Core Viewpoint - BYD is rapidly transforming the public service vehicle market in China, becoming a trusted partner for law enforcement agencies with its innovative technology and reliable quality [2][4]. Group 1: Market Presence - BYD vehicles have become a frequent presence in police fleets across various regions in China, including cities like Hefei, Jinzhou, Xi'an, and Xiaogan, showcasing models such as Qin PLUS, Song Pro, and Song PLUS for various law enforcement scenarios [3]. - The appearance of BYD models in government procurement announcements indicates a growing acceptance and trust in domestic electric vehicles for public safety [3]. Group 2: Product Features - BYD's vehicles meet the stringent demands of police work, offering exceptional safety, reliability, and adaptability for different operational environments [4]. - The hybrid systems in BYD vehicles provide both fuel efficiency for urban patrols and powerful performance for rural responses, effectively addressing the operational needs of law enforcement [4]. Group 3: Industry Impact - The widespread adoption of BYD police vehicles reflects not only the success of the brand but also the rise of Chinese manufacturing in high-end sectors, demonstrating a clear trajectory of innovation benefiting public service [4]. - This shift signifies that domestic automotive manufacturers are fully capable of taking on the critical role of ensuring public safety, positioning themselves as reliable "mobile shields" in modern law enforcement [4].

Core Viewpoint - BYD has officially launched the 2026 models of the Seal 05DM-i and Seal 06DM-i in the Beijing area, targeting the A-class plug-in hybrid sedan market with competitive pricing and advanced technology [1][7]. Group 1: Product Launch and Pricing - The Seal 05DM-i is priced starting at 89,800 yuan, offering a pure electric range of 210 kilometers, making long-range driving and advanced intelligent driving technology accessible within the 100,000 yuan market [1][7]. - The Seal 06DM-i, positioned in the mid-size sedan market, starts at 116,800 yuan, focusing on enhancing driving quality alongside its range advantages [1][7]. Group 2: Performance and Technology - The fifth-generation DM-i hybrid system has been optimized, demonstrating efficient energy management during test drives, with stable power consumption even at high speeds of 120 km/h [3]. - The actual driving range closely matched the displayed range, alleviating range anxiety for users during daily commutes and promoting cost-effective travel [3]. Group 3: Intelligent Driving Features - The "Heavenly Eye" intelligent driving assistance system addresses parking anxiety by autonomously navigating tight parking spaces through a mobile app, capable of recognizing over 100 parking scenarios [5]. - The system enhances long-distance driving comfort by maintaining lane centering and smoothly following slower vehicles, significantly reducing driver fatigue [5]. Group 4: Comfort and User Experience - The Yunlian-C intelligent chassis system effectively filters road vibrations, ensuring excellent vehicle stability, complemented by features like split-type super-sensing seats and a dual-temperature car refrigerator [7]. - The launch of the 210-kilometer pure electric range "Double Leopard" models reflects BYD's commitment to upgrading product capabilities and promoting green travel, catering to increasing consumer demands for electric vehicle range [7].

Core Insights - The company, Fangchengbao, has rapidly gained market traction with its Ti7 model, selling over 50,000 units in just 80 days, prompting competitors like BYD to adjust production lines to meet demand [1] - However, the average selling price of its vehicles has decreased significantly, from 330,000 to 240,000, indicating a shift towards lower-end models [1] - In 2026, Fangchengbao plans to launch five new models, expanding its price range and targeting various consumer segments [2][3][4] Model Launches - The first model, Ti3 DM-i, is priced in the mid-teens and aims for a fuel consumption of 2.6 liters with a range of 2,000 kilometers, targeting consumers considering models like Haval H6 and Changan CS75 [2] - The second model, Ti5, is a mid-size SUV priced between 180,000 and 220,000, designed to compete with Tesla Model Y and AITO M5, focusing on practicality and unique design [2] - The third model, Mg7, is Fangchengbao's first sedan with a price range of 230,000 to 280,000, boasting over 1,000 kilometers of electric range and advanced features [3] - The fourth model, Ti9, is a flagship vehicle priced above 300,000, equipped with high-end technologies and targeting high-end family users [3] - The fifth model is an updated version of the Leopard 5, aimed at maintaining the brand's core market while enhancing comfort and technology [4] Technological Advancements - Fangchengbao's vehicles will utilize BYD's fifth-generation DM hybrid system, achieving over 46% thermal efficiency and reducing fuel consumption to below 3 liters [4] - The company is also implementing advanced driving technologies across its lineup, including the "Tianshen Eye" hardware for intelligent driving capabilities [5] - Interior features include a standardized 15.6-inch rotating central control screen and eco-friendly materials, with a focus on user experience [6] Market Positioning - Fangchengbao's brand positioning has evolved from being a "BYD off-road brand" to a "full-scenario technology brand," with a product line covering various vehicle types and price ranges from 130,000 to 350,000 [6] - The company has observed a 15% decrease in foot traffic for Tesla Model Y following the announcement of new models, indicating a shift in consumer interest [6] - Fangchengbao aims to deliver 500,000 vehicles in 2026, significantly increasing production capacity and supply chain efficiency [8] Competitive Strategy - Fangchengbao is strategically targeting competitors' weaknesses, such as offering hybrid technology at lower prices and enhancing interior comfort compared to rivals [7] - The company has received over 20,000 pre-orders for the Ti3 DM-i within a week of its announcement, with a significant portion coming from consumers initially considering traditional fuel SUVs [7] - The rapid product development cycle, taking only 18 months from design to production, showcases Fangchengbao's vertical integration capabilities within BYD [8]

当地时间1月28日，特斯拉公布了2025年第四季度及全年财务报告。数据显示，该公司第四季度实现营收249亿美元，同比微降3%，略高 于市场预期；调整后每股收益为0.5美元，超出分析师预期。 然而，光鲜的表面之下潜藏隐忧：核心汽车业务营收同比下滑11%至177亿美元，季度净利润大幅缩水61%，仅录得8.4亿美元。 | FINANCIAL SUMMARY | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | (Unaudited) | | | | | | | | ($ in millions, except percentages and per share data) | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | YOY | | Total automotive revenues | 19,798 | 13,967 | 16,661 | 21,205 | 17,693 | -11% | | Energy generation and storage revenue | 3,061 | 2, ...

Core Insights - BYD Company Limited and Exxon Mobil Corporation's entity in China have signed a strategic memorandum of understanding to enhance cooperation in new-energy hybrid technology [1][9] Group 1: Partnership Details - The MoU signifies a continuation of the long-term partnership between BYD and ExxonMobil, focusing on joint research and development, technical collaboration, and transforming research outcomes into practical applications [2] - The partnership will also work on industry standards and brand-level cooperation related to hybrid technologies, indicating a broader strategic alignment beyond individual products [2] Group 2: Previous Collaborations - BYD and ExxonMobil previously developed a customized engine oil for plug-in hybrid electric vehicles, tailored to the unique operating conditions of these vehicles [3] Group 3: Supply Chain and Innovation - Supply chain support is a critical aspect of the partnership, with ExxonMobil leveraging its global production network and logistics capabilities to deliver compliant lubricant products to BYD's overseas production facilities [4] - The collaboration will also focus on new material innovations to enhance vehicle sustainability, reflecting a shared goal of improving hybrid technology and supporting energy efficiency [5] Group 4: Overall Objectives - The overarching aim of the partnership is to advance plug-in hybrid electric vehicle technology, making hybrid vehicles more efficient, reliable, and sustainable while promoting cleaner transportation globally [6]

Core Viewpoint - The competition between Geely and BYD in the Chinese electric vehicle market is intensifying, with Geely's sales growth contrasting sharply with its market valuation and profitability compared to BYD [1][2]. Group 1: Sales Performance - In 2025, Geely achieved annual sales of 3.02 million vehicles, a year-on-year increase of 39%, positioning itself as the second-largest domestic brand [1]. - Geely's Galaxy brand contributed significantly, with sales reaching 1.6878 million units, a 150% increase, making it a formidable competitor to BYD [2][3]. - Despite the sales growth, Geely's total sales in December 2025 fell to 236,817 units, a 23.7% decrease from November, indicating potential issues in sustaining momentum [1]. Group 2: Market Valuation and Profitability - BYD's market capitalization recently surpassed HKD 908.5 billion, while Geely's stood at approximately HKD 181 billion, widening the valuation gap to 5:1 [1]. - Geely's profitability is lagging behind BYD, with significant differences in per-vehicle profit and total profit margins [1]. Group 3: Strategic Positioning - Geely's strategy of closely following BYD's product offerings has led to a reactive approach, limiting its ability to innovate independently [2][3]. - The rapid rise of the Galaxy brand has not fully addressed Geely's challenges in high-end market positioning and global expansion [7][8]. Group 4: Technological Development - Geely's technological advancements are perceived as reactive, with a notable delay in responding to BYD's innovations, such as the introduction of advanced driver-assistance systems [3][4]. - The disparity in research and development investment is evident, with BYD's R&D expenditure significantly outpacing that of Geely, reflecting a deeper commitment to technological advancement [10][11]. Group 5: Global Expansion Challenges - Geely's export volume declined by 4% in 2025, contrasting with BYD's 132% growth in overseas sales, highlighting Geely's struggles in international markets [7][8]. - The company's approach to global markets has been criticized for being outdated, relying on transferring domestic models without adapting to local demands [7][8]. Group 6: Future Outlook - Geely aims to achieve a sales target of 6.5 million vehicles by 2030, but this ambition hinges on overcoming its technological and operational challenges [1][14]. - The competition between Geely and BYD is seen as a pivotal moment for the Chinese automotive industry, transitioning from scale-based competition to one focused on systemic and paradigm shifts [15].

Core Insights - The article highlights the significant advancements and global expansion of BYD's energy storage business, particularly its role in the energy transition in Saudi Arabia and beyond [1][3][11]. Group 1: Global Network and Strategic Layout - BYD's energy storage business has successfully delivered over 500 projects across more than 110 countries and regions, showcasing a substantial growth compared to previous years [4]. - In developed markets like Europe and North America, BYD's solutions are crucial for grid upgrades and renewable energy integration, while in emerging markets, they drive local energy structure transformations [4]. - Different regional demands are addressed by BYD's products, such as balancing grid fluctuations in Europe and providing stable power in off-grid areas in Africa [4]. Group 2: Technological Leadership - BYD showcased its latest product featuring a 2710Ah ultra-large capacity storage blade battery at the World Future Energy Summit, setting a new record for mass-produced storage batteries [5]. - The new battery design improves energy density by 15% and has a cycle life exceeding 12,000 times, meeting stringent requirements for longevity and safety [5]. - This battery can form storage units with a capacity of up to 14.5MWh, reducing land use by approximately 30% and system costs by about 25% compared to traditional solutions [5]. Group 3: Benchmark Projects - BYD is constructing a 12.5GWh energy storage project in Saudi Arabia, the largest grid-side storage project globally, which is part of Saudi Arabia's Vision 2030 energy transition strategy [6]. - This project will help integrate increasing renewable energy generation, particularly solar power, and enhance grid reliability [6]. - BYD has developed solutions tailored for the extreme climate conditions of Saudi Arabia, ensuring safe operation at high temperatures and preventing dust intrusion [6]. Group 4: Synergistic Advantages - The rapid development of BYD's energy storage business is closely linked to its comprehensive capabilities in the electric vehicle sector, creating significant synergies and cost advantages [7]. - BYD shares research and technology platforms between its energy storage and automotive battery teams, accelerating innovation and product iteration [8]. - The company leverages its extensive battery production capacity and supply chain to respond quickly to global energy storage project demands [8]. Group 5: Market Impact - BYD's global expansion is reshaping the international energy storage market, with increasing market share in key regions like the Middle East, Europe, and Latin America [9]. - The company actively participates in the formulation of international standards for energy storage, enhancing China's influence in the global energy storage sector [9]. - The International Energy Agency predicts a sixfold increase in global energy storage capacity by 2030, presenting unprecedented growth opportunities for leading companies like BYD [9]. Conclusion - BYD's energy storage systems are not only crucial for stabilizing the Saudi grid and integrating renewable energy but also symbolize the growing importance of Chinese renewable technology in the global energy transition [10][11]. - The company is poised to play a more significant role in the global energy transition, providing reliable, economical, and sustainable energy solutions [11].