快报同时披露，比亚迪2025年11月出口新能源汽车合计131,935辆。电池装机方面，11月新能源汽车动力电池及储能电池装机总量约为27.669GWh，2025年 累计装机总量约为258.282GWh。 12月1日，比亚迪发布2025年11月产销快报，11月新能源汽车产量为474,175辆，去年同期为540,588辆；本年累计产量达4,117,552辆，较去年累计的3,837,632 辆同比增长7.29%。销量方面，11月新能源汽车销量为480,186辆，去年同期为506,804辆；本年累计销量4,182,038辆，较去年累计的3,757,336辆同比增长 11.30%，产销整体保持增长态势。 插电式混合动力乘用车则呈现不同态势。11月产量235,568辆，去年同期328,067辆；累计产量2,033,650辆，较去年累计2,232,159辆同比下降8.89%。销量方 面，11月销量237,381辆，去年同期305,938辆；累计销量2,064,637辆，较去年累计2,183,672辆同比下降5.45%。 乘用车作为核心业务板块，11月产量469,199辆，去年同期536,926辆；累计产量4,064,839 ...

Group 1 - In November, BYD showcased strong momentum as a leader in the new energy vehicle market, with total sales reaching 480,186 units, of which 474,921 were passenger vehicles, continuing to lead market trends [1] - Notably, BYD's overseas sales of passenger vehicles and pickups reached 131,661 units in a single month, marking a staggering year-on-year increase of 297%, highlighting a significant leap in its globalization efforts [1] - The brand matrix of BYD worked collaboratively to build a solid sales foundation, with the Dynasty and Ocean series delivering 423,558 units, demonstrating deep recognition in the mainstream market [1] Group 2 - From January to November 2025, BYD Group's cumulative sales exceeded 4.18 million units, reflecting a year-on-year growth of 11.3%, achieving 91% of its annual sales target [4] - The cumulative overseas sales of passenger vehicles and pickups surpassed 910,000 units, indicating an increasing penetration in the global market and solidifying its "going global" strategy [4] - BYD's global cumulative sales of new energy vehicles have crossed the milestone of 14.7 million units, representing not only scale but also the trust and choice gained from its deep technological investments and comprehensive product and market deployment [4]

证券日报网讯湖南裕能（301358）12月2日发布公告，公司在回答调研者提问时表示，宁德时代 （300750）和比亚迪（002594）是公司的两大核心战略客户，合作关系不断深化。同时，公司积极推动 客户结构向多元化发展，不断拓展优质客户群体。除上述两大客户外，公司对其他客户的销量也实现较 好增长，整体客户分布更趋稳健。 ...

纵观2025年1-11月，比亚迪集团已累计销售突破418万辆，同比增长11.3%，完成年度销量目标的 91%。 而乘用车及皮卡海外累计销量也已突破91万辆。这不仅意味着比亚迪在全球市场渗透率不断提升，也为 其"走出去"战略写下了坚实注脚。 尤为值得铭记的是，至此，比亚迪全球新能源累计销量已跨越1470万辆里程碑。这一数字，不仅是规模 的体现，更是比亚迪深耕技术、全面布局产品与市场所收获的信任与选择。 从中国到世界，从单一车型到全品牌矩阵，从销量领先到技术引领，比亚迪正以持续创新的产品和不断 扩大的全球足迹，重塑新能源汽车的竞争格局。未来，随着海外市场的深入拓展与高端品牌的持续向 上，比亚迪的全球故事，必将迎来更澎湃的篇章。 旗下各品牌矩阵协同发力，共同构筑了坚实的销量基盘。王朝｜海洋系列作为销量基石，交付423558 辆，彰显主流市场的深厚认可；个性化品牌方程豹以37405辆的成绩，成功开辟了硬派越野的新蓝海； 豪华品牌腾势与仰望分别交付13255辆与703辆，持续引领着中国品牌向上突破的天花板。 11月的汽车市场，比亚迪再次以一份亮眼的成绩单，展现了其作为新能源领军者的强劲势头。全月销售 480186辆，其 ...

每经AI快讯，比亚迪股份(01211.HK)涨超3%，截至发稿，涨3.32%，报101.2港元，成交额11.94亿港 元。 ...

Core Viewpoint - BYD's stock price increased by over 3%, reaching HKD 101.2, with a trading volume of HKD 1.194 billion, following the announcement of record sales in November 2025 [1] Group 1: Sales Performance - In November 2025, BYD reported sales of 480,186 vehicles, marking a new high for the year [1] - Cumulatively, from January to November 2025, BYD's vehicle sales reached 4.18 million units, reflecting a year-on-year growth of 11.3% [1] Group 2: Battery Installation - BYD's total installed capacity for new energy vehicle power batteries and energy storage batteries in November 2025 was approximately 27.669 GWh [1] - The cumulative installed capacity for 2025 reached approximately 258.282 GWh [1] Group 3: Competitive Positioning - According to a previous report by Daiwa, BYD has optimized its cost structure and aligned its production layout with market demand, maintaining competitiveness across various regulatory and economic environments [1]

消息面上，12月1日晚，比亚迪披露，11月销售480186辆，创年内新高。2025年1-11月，比亚迪汽车销 量418万辆，同比增长11.3%。另外，比亚迪2025年11月新能源汽车动力电池及储能电池装机总量约为 27.669GWh，2025年累计装机总量约为258.282GWh。大和此前研报称，比亚迪通过优化成本结构，使 生产布局与市场需求相匹配，在不同的监管及经济环境下均能保持竞争力。 智通财经APP获悉，比亚迪股份(01211)涨超3%，截至发稿，涨3.32%，报101.2港元，成交额11.94亿港 元。 ...

Core Viewpoint - The automotive industry in November showed a mixed performance, with some leading companies experiencing a slowdown in sales growth, while others achieved significant increases in sales [1][17]. Group 1: Sales Performance - BYD's November sales reached 480,186 units, a year-on-year decrease of 5.25%, with domestic sales dropping by 26.81% [1][3][8]. - Other companies like SAIC and Geely saw significant year-on-year growth in their electric vehicle sales, with SAIC's sales at 209,401 units (up 19.75%) and Geely's at 187,798 units (up 53.36%) [2][10]. - New energy vehicle sales for November showed a total of 474,175 units produced, with a cumulative year-on-year increase of 7.29% [5]. Group 2: Emerging Players - New energy vehicle startups like Leap Motor achieved impressive results, with November deliveries reaching 70,327 units, completing their annual target ahead of schedule [14]. - Other new entrants, such as Xiaomi and XPeng, also reported strong performance, with Xiaomi estimated to exceed 350,000 units in total deliveries for the year [14][15]. Group 3: Market Trends - The anticipated year-end sales surge, known as the "tailwind" effect, appears to be cooling down, with many companies reporting lower growth rates compared to the previous year [17]. - NIO's CEO noted that recent policy changes, such as the suspension of vehicle trade-in subsidies in various regions, have impacted the market, leading to a decline in new orders [18][19].

Group 1 - The core point of the article highlights BYD's strong sales performance for its Fangchengbao model, with November sales reaching 37,405 units, representing a month-on-month increase of 20.5% and a year-on-year increase of 339% [1] - The cumulative sales of the Fangchengbao brand have exceeded 240,000 units, with an average transaction price close to 240,000 yuan [1] - The Fangchengbao Titanium 711 model sold 24,019 units in November, with an average transaction price exceeding 210,000 yuan [1]

Core Viewpoint - The Hong Kong stock market saw a continued rise in Apple-related stocks, driven by positive supply chain news regarding the upcoming iPhone Fold, which is expected to be released by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronics (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% to 5.120 [2] - Q Technology (丘钛科技) gained 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) saw a slight increase of 1.13% to 30.340 [2] Group 2: Product Development - Apple's first foldable phone, the iPhone Fold, has entered the Engineering Validation Test (EVT) and pre-production stages, with only minor design adjustments remaining [1] - Recent supply chain reports indicate that component manufacturers are already in a state of readiness, suggesting that the final design of the iPhone Fold is largely confirmed and a release is highly probable next year [1]