Core Insights - The European automotive market experienced its third consecutive month of growth in September, driven primarily by the demand for more affordable electric vehicle models [1][2] - New car registrations in Europe rose by 11% year-on-year, reaching 1.24 million units, with strong performances from fully electric and plug-in hybrid vehicles [1][2] - Despite the positive September data, the growth momentum may be difficult to sustain due to multiple challenges facing the industry [1][3] Electric Vehicle Growth - The acceleration of electrification, particularly the popularity of affordable models, was the main driver of growth in the European car market [1] - Sales of fully electric vehicles (EVs) increased by 22%, while plug-in hybrid electric vehicles (PHEVs) saw a significant rise of 62%, together accounting for nearly one-third of new car registrations in the region [1] Market Performance by Manufacturer - BYD emerged as the biggest winner with a staggering 398% increase in sales, raising its market share from 0.4% to 2% [2] - Renault Group and Stellantis also showed solid performance with sales growth of 15.2% and 11.5%, respectively, while Volkswagen Group grew by 9.7% [2] - In contrast, Tesla's sales declined by 10%, with its market share shrinking from 4.0% to 3.2% [2] Challenges Facing the Industry - The pace of electric vehicle adoption, particularly in the high-end segment, has not met expectations, leading to production cuts by manufacturers like Volkswagen and Stellantis [3] - Policy uncertainties surrounding the EU's plan to phase out internal combustion engine vehicles by 2035 are dampening electric vehicle adoption [3] - Geopolitical risks and trade tensions, including the impact of former U.S. President Trump's tariff policies, are adding pressure to the European automotive industry [3]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月28日丨欧洲汽车制造商协会：9月份欧盟、英国和欧洲自贸联盟(EFTA)的乘用车注册量同比 增长10.7%，9月份电动汽车在欧盟新车注册量中所占份额约为64%。特斯拉(TSLA.US)9月欧盟新车注 册量下降19%，比亚迪(002594)9月欧盟新车注册量增长272%，丰田9月在欧盟的新车注册量增长6.2%。 ...

格隆汇10月28日丨欧洲汽车制造商协会：9月份欧盟、英国和欧洲自贸联盟(EFTA)的乘用车注册量同比 增长10.7%，9月份电动汽车在欧盟新车注册量中所占份额约为64%。特斯拉(TSLA.US)9月欧盟新车注 册量下降19%，比亚迪9月欧盟新车注册量增长272%，丰田9月在欧盟的新车注册量增长6.2%。 ...

截至2025年10月27日（美国东部时间）收盘，比亚迪(BYDDF.US)报收于13.64美元/股，上涨0.0%，成交量19.57万股。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 公司简介：比亚迪是一家致力于"用技术创新，满足人们对美好生活的向往"的高新技术企业。比亚迪成立于1995年2月，经过20多年的高速发展， 已在全球设立30多个工业园，实现全球六大洲的战略布局。比亚迪业务布局涵盖电子、汽车、新能源和轨道交通等领域，并在这些领域发挥着举 足轻重的作用，从能源的获取、存储，再到应用，全方位构建零排放的新能源整体解决方案。比亚迪是香港和深圳上市公司，营业额和总市值均 超过千亿元。 ...

Core Insights - Zhao Changjiang announced his departure from BYD after 16 years of service, having played a significant role in revitalizing the Tengshi brand [12] - Tengshi, initially a joint venture between BYD and Mercedes, faced continuous market struggles, accumulating losses exceeding 4 billion yuan since 2016 [8] - Under Zhao's leadership, Tengshi launched the D9 model, achieving unprecedented success with total sales of 128,000 units in 2023 [10] Group 1 - Zhao Changjiang joined BYD in 2009 and rose to become the General Manager of BYD Auto Sales Co., Ltd. by 2017 [4] - In 2021, BYD decided to revamp its high-end brand, appointing Zhao as the General Manager of the Tengshi brand division [4] - Tengshi became a wholly-owned subsidiary of BYD in September 2024 after a series of equity adjustments [8] Group 2 - The D9 model was the first vehicle launched after the brand's revamp, marking a significant turnaround for Tengshi [10] - Despite the initial success of the D9, subsequent models like the N7, N8, and Z9 did not replicate its success [10] - Tengshi's total sales for 2024 were 126,000 units, falling short of the 200,000 unit target, with a goal of 300,000 units set for 2025 [11] Group 3 - Zhao Changjiang's role was adjusted in July 2023, and he expressed intentions to continue working in a new position [11] - Speculation arose regarding his next move, with rumors suggesting a potential role at Chery and Huawei's Hongmeng Intelligent brand, though this remains unconfirmed [12]

Core Viewpoint - BYD has launched its new generation energy storage product "Haohan" and GW-level grid-connected energy storage solutions at the 2025 International Digital Energy Exhibition, showcasing significant advancements in energy storage technology [1] Group 1: Product Launch - The "Haohan" product features the world's largest dedicated blade battery with a capacity of 2710Ah, representing a more than 300% improvement over conventional energy storage batteries in the industry [1] - The new energy storage solutions simplify system structure significantly, enhancing the reliability of the overall system [1]

Core Viewpoint - Aeon clarified its position regarding recent reports about collaborating with BYD for car sales, stating that it will not establish permanent sales outlets but will only conduct a limited-time promotional event in November [2][5]. Group 1: Company Clarification - Aeon issued a statement on October 22 to correct misinformation regarding its collaboration with BYD [2]. - The company emphasized that it will not set up permanent sales points or engage in long-term import sales of BYD vehicles [2]. - Aeon plans to offer vehicle display and intermediary services for purchase contracts during a promotional event in November [2]. Group 2: Future Communication - Aeon announced intentions to improve its internal information dissemination mechanisms to ensure accurate and timely communication [2]. - The company will provide further details regarding the promotional plans at a later date [2].

10月27日，日本零售集团永旺发布声明，对近期有关代理销售比亚迪汽车的报道进行澄清。永旺表示， 据一些媒体报道，永旺株式会社与比亚迪日本公司合作，将为比亚迪汽车设立店内销售点，但公司提供 给媒体的部分信息不准确，特此发布以下更正：永旺仅会在11月的促销活动中在日本临时代理销售比亚 迪汽车，将作为购车协议的中介方，而不会作为主要销售方、不会设立常设销售网点，长期看也不会从 事汽车进口和销售业务。永旺表示，将检视公司内部的信息传播流程，以确保及时、准确对外发布信 息。 ...

Core Viewpoint - Aeon plans to temporarily promote the sale of BYD vehicles in Japan during a promotional event in November, clarifying its role as an intermediary in the car purchase agreement rather than a primary seller [1] Group 1 - Aeon will not establish a permanent sales outlet for BYD vehicles [1] - The company will not engage in long-term automobile import and sales operations [1] - Some information in media reports regarding Aeon's involvement was deemed inaccurate by the company [1]

去年年底被免去 StellantisCEO 职务的唐唯实在接受法国《回声报》采访时指出，比亚迪在效率和成本 方面优于特斯拉，同时预测马斯克会优先关注其他领域。 唐唯实在宣传新出版的回忆录时表示："不能排除马斯克未来某个阶段会离开汽车行业，转而专注人形 机器人、SpaceX 或人工智能。埃隆・马斯克最终会离开汽车行业。" 【#从业者称比亚迪将击败特斯拉#：马斯克可能被迫退出汽车行业】当地时间 10 月 24 日，Stellantis 前 CEO 唐唯实直言，埃隆・马斯克将过少时间投入特斯拉是错误的决定，目前特斯拉被高估，且正被中 国领先的电动汽车制造商超越。 投资者关注马斯克在特斯拉的参与度以及他引领公司的方向，这也是下个月就一项前所未有的薪酬方案 投票的争议焦点。若特斯拉达到特定市值和运营指标，马斯克将获约 1 万亿美元股票奖励。 现年 67 岁的唐唯实对特斯拉能否达成这些目标持怀疑态度。"特斯拉的市值损失将非常巨大，因为这一 估值实在过高。我不确定特斯拉 10 年后是否仍会存在。虽然它是创新型企业，但比亚迪的效率将击败 特斯拉。" 00 Les Echos S'abonner A la une Financ ...