其中，比亚迪继续名列第一，上汽集团紧随其后，二者上半年销量均超200万辆。同时，一汽、吉利、 长安、奇瑞上半年销量均超120万辆，且后三者均创历史新高。值得一提的是，吉利上调11%年度目标 后仍完成47%的销售任务，实现领跑。北汽集团、长城汽车与上述车企相比差距较大，上半年累计销量 尚未突破百万辆规模，分别为81.7万辆、57.1万辆。 从目标达成率上看，吉利汽车表现最好，是统计范围内汽车集团中完成率最高的企业。其次是中国一 汽、上汽集团、长安汽车的目标达成率分别为46%、46%、45%，接近"时间过半、任务过半"的基准 线，奇瑞为40%，比亚迪为39%。 | | | 2025年上半年汽车集团销量及目标达成情况统计表 | | | --- | --- | --- | --- | | रहे हैं। इस बार की बाद में बाद में बाद में बाद में बाद में बाद में बाद में बाद में बाद में बाद में बाद में बाद में बाद में बाद में कि की है कि की है कि कि की है कि कि ...

高端化产品大年 销量、盈利向上。2025 年为公司的高端化产品大年，王朝旗舰车型汉L/唐L 于4 月上 市，均搭载 DiPilot 300 "天神之眼" 高阶智驾系统，支持高速 NOA 和城市 NOA 等智能驾驶功能，其兆 瓦闪充技术依托全域1000V 高压架构与自研 "闪充电池"，实现5 分钟补能 400 公里续航；方程豹钛7 定 位为城市家用中大型SUV，预计2025Q4 上市。该车采用硬派风格的"方盒子"造型设计，轴距达 2,920mm，空间表现优，并配备车顶激光雷达（高配版搭载华为乾崑ADS 系统）"大空间+硬派设计+智 驾配置"的组合，精准切入家庭用户对实用性与科技感的需求，带动品牌高端化。 投资建议：我们看好公司技术驱动产品力与品牌力向上，引领智驾平权，加速出海， 同时高端化稳步 推进， 预计2025-2027 年营收为9,908.1/11,889.7/13,970.4 亿元，归母净利润552.0/658.1/753.3 亿元， EPS10.05/11.98/13.71 元，对应2025 年7 月2 日330.66 元/股收盘价，PE 分别为33/28/24 倍，维持"推 荐"评级。 6 月批发同 ...

比亚迪（002594.SZ）系列点评三十 海外销量再创新高 全球化稳步推进 2025 年 07 月 03 日 ➢ 事件概述：公司发布 6 月产销快报，6 月新能源汽车批发销售 38.3 万辆， 同比+12.0%，环比+0.03%；新能源乘用车批发销售 37.8 万辆，同比+11.0%， 环比+0.2%。分品牌看，6 月王朝海洋、腾势、方程豹、仰望销量分别 34.3 万 辆、15,783 辆、18,903 辆、205 辆。 ➢ 6 月批发同比增长 出口表现亮眼。公司 6 月新能源乘用车批发销售 37.8 万 辆，同比+11.0%，环比+0.2%，海外销量 9.0 万辆，再创新高。新能源乘用车 批发中，其中插混乘用车销售 17.3 万辆，同比-11.5%，环比-1.1%。纯电乘用 车销售 20.7 万辆，同比+42.5%，环比+1.2%。分品牌看，王朝海洋销量 34.3 万辆，秦 PLUS DM-i 5.0、海豹 06 等新车型贡献核心增量；腾势/仰望/方程豹 销量 3.49 万辆，占比 9.1%，高端化加速突破。 ➢ 出海表现亮眼 海外建厂加速推进。受益海外车型上量及区域拓展，6 月新 能源出口销量 9.0 万 ...

Group 1 - Xiaopeng plans to launch two range-extended large vehicles, G9 and X9, in Q4 of this year, marking its first entry into the market beyond pure electric vehicles [1] - Following these two models, Xiaopeng will expand its range-extended technology to mid-range and low-end markets, with upcoming models like G7 and the MONA series also featuring range-extended versions [2][5] - The MONA series currently has only one model, the M03, which has contributed over 40% of Xiaopeng's sales in the first half of the year, and more models are expected to be released in this series [3][4] Group 2 - Xiaopeng is simultaneously advancing range-extended technology across high, mid, and low-end markets, with a focus on differentiating its range-extended vehicles through features like greater electric range and quieter engines [7] - The company aims to tap into the cost-sensitive market represented by the MONA series, which is crucial for maintaining competitive pricing and controlling costs [10][11] - Xiaopeng's sales strategy has shifted towards the value-for-money market, with the M03 priced between 119,800 and 139,800 yuan, directly competing with BYD's popular models [8][10] Group 3 - In the first half of this year, Xiaopeng delivered 197,000 vehicles, surpassing its total deliveries from the previous year, indicating a significant growth trend [10] - The company aims to achieve profitability in Q4 and has set a target of doubling its annual sales, aiming for approximately 400,000 vehicles [11] - Competitors like Leap Motor and BYD are also focusing on the range-extended vehicle segment, which is becoming increasingly crowded, posing challenges for Xiaopeng [11]

李柯称，一旦投产，比亚迪巴西卡马萨里工厂每年可生产15万辆汽车，并计划在大约两年后将产能扩大 至30万辆。该工厂将对从中国运来的半成品车辆进行最终组装，预计不到两个月后将开始商业化生产。 她还表示，公司已有计划未来再次将该工厂产能翻倍，但未透露更多细节。 比亚迪汽车巴西公司高级副总裁亚历山大·巴尔迪(Alexandre Baldy)表示，比亚迪已请求巴西政府在工厂 一期阶段，对其计划组装的汽车套件给予为期12个月的进口关税减免。 凤凰网科技讯 北京时间7月3日，据彭博社报道，比亚迪已搁置了在墨西哥建设大型工厂的计划，原因 是地缘政治局势紧张以及美国总统特朗普的贸易政策所带来的不确定性。 比亚迪（002594）执行副总裁李柯周二在巴西巴伊亚州接受采访时表示，公司仍有意在美洲扩张，但对 于新投资目前暂无时间表。巴伊亚州工厂是比亚迪在亚洲以外的首座工厂。当地时间7月1日，比亚迪在 巴西工厂举行了首车下线仪式。 "地缘政治对汽车产业影响很大，"李柯表示，"现在所有人都在重新思考他们在其他国家的战略。我们 希望等局势更明朗之后再做决定。" 彭博社去年9月报道称，比亚迪曾积极为墨西哥工厂选址，并考察了三个地点，但后来停止 ...

Electric vehicle giant Tesla Inc TSLA is seeing weaker demand for its vehicles in the United States for numerous reasons, including increased competition from foreign automakers launching new vehicles in the United States.While Tesla’s foe, BYD Co BYDDY, poses a threat to Tesla's global dominance, it could be another Asian automaker that disrupts Tesla in the United States.What Happened: On Wednesday, Tesla reported second-quarter deliveries of 384,122 units, down 13.5% year-over-year.While this was the com ...

【深圳商报讯】（记者刘育銮）7月1日，比亚迪在巴西巴伊亚州卡马萨里市举行乘用车工厂首车下线仪 式。这一里程碑事件不仅标志着比亚迪全球化战略迈入新阶段，更成为撬动整个拉美新能源市场的战略 支点。 巴伊亚州州长杰罗尼莫在仪式现场高度评价这一成就："比亚迪工厂的落成，是产业发展的标志性时 刻，更是巴中合作新篇章的开启。我们已做好准备，迎接一个更绿色、更创新的巴西。这座工厂将成为 推动经济发展、促进就业与技术转型的典范。" 比亚迪执行副总裁李柯强调了速度与战略选择的深意，她表示："作为全球研发投入最高的企业之一， 比亚迪正将领先技术注入巴西。从破土动工到首车下线仅用15个月，这是比亚迪的里程碑，更是拉丁美 洲可持续交通的新起点。比亚迪选择巴伊亚州，正是看重这里充满热情的人民、经验丰富的工人和改变 格局的潜力。" 比亚迪巴西乘用车工厂选址于萨尔瓦多大都市圈核心工业城市卡马萨里，该地区不仅是巴伊亚州重要的 工业、经济中心，更拥有完善的汽车产业链配套和成熟的港口物流基础设施。 2023年7月，比亚迪宣布在此建设由三座工厂组成的大型生产基地综合体，总投资额达55亿雷亚尔（折 合人民币约71亿元）。该基地的新能源整车生产线将生 ...

比亚迪旗下方程豹宣布华为乾崑智驾高阶功能包涨价 金十数据7月2日讯，比亚迪旗下方程豹汽车宣布，华为乾崑智驾高阶功能包涨价，7月下定可享20000元 补贴，价值32000元华为乾崑智驾高阶功能包限时售价12000元。 ...

Core Insights - The article highlights the significant entry of Chinese automotive giant BYD into the Brazilian market, marking a shift from traditional Western dominance to a new era of Chinese influence in South America's largest automotive market [1][2] Group 1: Factory and Production - BYD's new passenger vehicle factory in Bahia, Brazil, has an initial annual production capacity of 150,000 vehicles, producing both Battery Electric Vehicles (BEV) and Plug-in Hybrid Electric Vehicles (PHEV) to cater to diverse market needs in Brazil and neighboring countries [1][2] - The factory's first vehicle, the Seagull, signifies a major milestone, although the facility is still under construction and not yet in full-scale production [1][2] Group 2: Market Growth and Strategy - BYD's passenger vehicle sales in Brazil surged from 260 units three years ago to over 76,000 units projected for 2024, representing a growth of over 328% [2][3] - The company aims to capture over 92% of the electric vehicle market share in Brazil by May 2025, establishing itself as a leader in the Brazilian new energy market [2][3] Group 3: Local Integration and Community Engagement - BYD emphasizes its commitment to the local community by hiring many former Ford employees and providing them with new training and skills [2][3] - The company has built a comprehensive ecosystem in Brazil, including a nationwide dealer network and charging infrastructure, addressing local challenges such as insufficient charging facilities [3][4] Group 4: Competitive Landscape and Challenges - BYD faces increasing competition from established local automakers like Fiat and Volkswagen, which have successfully lobbied for increased import tariffs, making local production more urgent for BYD [4][5] - The company must navigate complex political dynamics and fierce competition from other ambitious Chinese brands like Great Wall Motors (GWM) to maintain its market position [4][5] Group 5: Globalization and Future Outlook - BYD's expansion in Brazil is part of a broader global strategy, with the company achieving a record overseas sales of 472,100 vehicles in the first half of the year, aiming for a total of 800,000 units for the year [4][5] - The success of BYD and other Chinese automakers hinges on their ability to adapt to local regulations, culture, and supply chains, transforming from foreign entrants to deeply integrated local enterprises [5]

恒指高开0.96%，报24304.31点；恒生科技指数涨1.07%。京东涨2.8%，比亚迪股份涨2%，小鹏汽车涨 近2%。 ...