Core Insights - BYD's 14 millionth electric vehicle, the Song Pro, was officially launched in Brazil, marking a significant milestone in the company's globalization efforts and reflecting the shift of Chinese EV companies from "product export" to "value creation" in overseas markets [1] Group 1: Market Performance - In Brazil, BYD's sales surged from 260 units in 2022 to 17,000 units in 2023, and projected to reach 76,000 units in 2024, with May 2025 alone seeing over 9,000 units sold, capturing a market share of 9.7% [4] - BYD's local models, such as the Dolphin and Song Pro, have become bestsellers, while the BYD SHARK, a plug-in hybrid pickup, has filled a gap in the high-performance electric pickup market in Latin America [4] Group 2: Localization Strategy - BYD's success in Brazil is attributed to its precise localization strategy, which includes the establishment of the "BYD Recharge" integrated charging network, covering over 450 charging stations and introducing an "automatic charging" feature to enhance user convenience [4][7] - The company plans to build a network of 240 dealerships in Brazil by the end of 2025, alongside a charging service system in collaboration with the Brazilian government [7] Group 3: Brand and Consumer Trust - BYD has built consumer trust through transparent operations and product quality, receiving accolades such as "Car of the Year" for the Dolphin and "Best Hybrid Car" for the Song Pro, which have bolstered the brand's credibility [6] - The combination of BYD's technological capabilities and effective communication strategies has helped bridge cultural gaps and secure recognition in overseas markets [6] Group 4: Sustainability and Social Responsibility - BYD's Brazilian factory operates entirely on renewable energy and features rainwater recycling and wastewater treatment systems, earning international green certification [7] - The renaming of the road in front of BYD's factory to "BYD Road" symbolizes the company's commitment to social responsibility and enhances the international image of Chinese automotive brands [7][9] Group 5: Globalization Insights - BYD's achievements in Brazil demonstrate a successful model for Chinese automotive companies to expand internationally by focusing on technology adaptation, ecosystem building, and social responsibility [9]

导读：今年1—9月，在新能源汽车市场，比亚迪市场份额达到了29%。 （文 / 观察者网 周盛明 编辑 / 高莘） 日前，中国汽车工业协会（下文简称"中汽协"）公布了2025年9月汽车工业产销情况。 数据显示，9月汽车产销分别完成了327.6万辆和322.6万辆，环比分别增长16.4%和12.9%。 值得注意的是，9月全国汽车产销历史同期首次突破300万辆，并且月度同比增速已连续5个月保持10% 以上。 近十年汽车年度销量及增长率 中汽协 聚焦乘用车市场，中汽协的数据显示，新能源乘用车市场表现好于传统燃料乘用车。 1—9月，传统燃料乘用车中，A00级、A级和C级销量有所下降。新能源乘用车中，各级别销量均呈不 同程度增长。 1—9月，传统燃料/新能源乘用车不同级别销量及增长率 中汽协 在新能源汽车销量上，中汽协的数据显示，比亚迪9月单月销量、1—9月总销量均位居中国车企集团第 一。 9月，比亚迪销量为39.6万辆，环比增长6.1%，同比下降4.9%；1—9月累计销量326万辆，同比增长 18.9%。今年1—9月，在新能源汽车市场，比亚迪市场份额达到29%。 | ■ 1-9月,新能源汽车销量排名前十五位的集团销量合 ...

【#比亚迪开进日本大卖场#】10月21日，第一财经获悉，日本零售集团永旺（AEON）将在2025年内与 比亚迪达成销售战略合作。根据规划，永旺首批将在日本全国约30个商业设施和百货商店内设置比亚迪 电动汽车的销售网点。永旺将通过自主设定价格、设置积分返还等一系列折扣和促销激励策略，让消费 者以约200万日元（约合人民币9.4万元）起售价购买一辆比亚迪电动汽车。 具体而言，永旺将负责接收订单、完成购车合同签署等中间工作，同时，永旺还将与比亚迪日本经销商 合作，在商超卖场展示比亚迪电动汽车并推动购买。目前，永旺在日本拥有164家购物中心。未来，永 旺的目标是实现对比亚迪电动汽车的自主进口和销售。 ...

日本汽车进口商协会（JAIA）公布的9月份进口车销量（不含日系厂商）中，比亚迪和特斯拉两家电动 汽车公司均创下历史销量新高。其中，比亚迪日本9月销量为802辆，同比增长约3倍，占日本当月进口 纯电动汽车销量约2成，畅销车型包括海狮7和海豚。2026年，比亚迪还将发布专为日本市场开发一款纯 电动轻型汽车。当前，比亚迪在日本已开设超过40家门店。而特斯拉从今年5月开始对主力车型"Model 3"实施最多55万日元（约合人民币2.7万元）的降价，也稳定提高了该车型在日本的销量。 但是，日本纯电动市场销量排在前列的仍是日系车，比如日产电动车 Sakura、Leaf、Ariya等车型。此 外，日系车企也陆续推出电动汽车新车型，比如本田推出首款紧凑型电动车"N-ONE e:"，丰田与铃木今 年联合推出一款电动轻型汽车。 有观点认为，过去，日本汽车制造商和关联的经销商门店在新车销售服务、售后服务占有主导权，而比 亚迪与永旺的零售合作模式可能会改变上述日本汽车流通市场原本的格局，开创中国电动汽车品牌在日 销售的新模式。同时，永旺在日本374家门店拥有约2500个纯电动汽车充电桩，能够带动日本当地突破 充电桩等基础设施限制的障 ...

据深圳市交通运输局统计，今年前三季度，小漠港累计出口汽车2.3万辆，其中超90%货源来自毗邻港 口的比亚迪深汕基地。在"常州号"之前，比亚迪"开拓者1号""深圳号""郑州号"等7艘巨轮已先后在小漠 港停靠出海，至此，这支总投资50亿元打造的、年运力超百万辆的比亚迪"出海舰队"已悉数亮相小漠 港。 10月19日，在小漠国际物流港，1380台比亚迪（002594）新能源汽车有序开上比亚迪"常州号"滚装船， 即将远航巴西市场。这也带动了港口作业量的进一步攀升。记者10月20日从深圳市交通运输局获悉，根 据码头作业计划，10月份小漠港汽车出口量有望突破1.4万辆，将刷新港区单月汽车出口历史新纪录。 作为粤东片区的深水良港，小漠港已逐渐发展成为比亚迪全球战略的重要门户。目前，小漠港共开通汽 车滚装外贸航线11条，覆盖全球七大核心区域，通达东南亚、中东、地中海、欧洲、南美洲、大洋洲、 非洲等地区。 在此前举行的股东大会上，比亚迪董事长王传福谈及出海时表示，正如2020年国内市场进入爆发期一 样，海外市场也逐步进入爆发期，比亚迪出海战略跟高端战略一样，是比亚迪未来三年核心战略。 出口热潮背后，港口服务与产业需求同频共振。为 ...

天域半导体在2022年3月完成8500万元，2022年4月完成1.5亿元，2022年8月完成6.68亿元，2022年12月完成4.91亿元融资。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 雷递网 雷建平 10月22日 广东天域半导体股份有限公司（简称："天域半导体"）日前通过上市聆讯，准备在港交所上市。 | | 2021年7月 | 比亞她殷墟 | | 2022年6月13日 2022年6月27日 2022年8月 | | 2022年12月 | 2024年11月 | | --- | --- | --- | --- | --- | --- | --- | --- | | 编纂 投资 | 的增资 | 特演 | 的增资 | 的增资 | 的增资 | 的增资 | 股權轉讓 | | 首份認購協議/ | 2021年 | 2022年 | 2022年 | 2022年 | 2022年 | 2022年 | 2024年11月 | | 股權轉讓協議日期 | 5月28日 | 1月23日 | 1月23日 | 3月19日 | 8月18日 | 11月23日 | 27 H | | 最後一次支付代價的日期 | 2021年 ...

Core Insights - On October 19, 1380 BYD electric vehicles were loaded onto the "Changzhou" roll-on/roll-off ship at Xiaomo International Logistics Port, marking a significant step in BYD's expansion into the Brazilian market [2] - Xiaomo Port is becoming a crucial gateway for BYD's global strategy, with plans to export over 14,000 vehicles in October, setting a new monthly record for the port [2] - BYD's global sales reached 3.26 million units from January to September, a year-on-year increase of 18.64%, with overseas markets driving growth [3] Company Developments - BYD has established 11 international roll-on/roll-off shipping routes from Xiaomo Port, covering key regions including Southeast Asia, the Middle East, Europe, and South America [2] - The company has a fleet of ships, including the "Pioneer 1," "Shenzhen," and "Zhengzhou," with a total investment of 5 billion yuan, capable of transporting over 1 million vehicles annually [2] - BYD's overseas sales for the first nine months of the year reached 701,500 units, surpassing the total for the entire year of 2024 [3] Industry Trends - The Shenzhen transportation department is enhancing services at Xiaomo Port to support the growing demand for electric vehicle exports, ensuring efficient operations and zero delays in vehicle loading [4] - Xiaomo Port is undergoing expansion to accommodate increased shipping capacity, with new multi-purpose berths and adjustments to existing facilities to handle two large roll-on/roll-off ships simultaneously [4] - The port's annual capacity is expected to reach 1 million vehicles once the expansion is completed, positioning it as a key player in the automotive export market [4]

Core Insights - BYD's Yangwang U9 Xtreme has officially set a new record for production electric vehicles at the Nürburgring with a lap time of 6:59.157, achieving the dual goals of "speed and lap record" [1] Group 1 - The Yangwang U9 Xtreme has successfully refreshed the production electric vehicle lap record at Nürburgring [1] - The achievement marks a significant milestone for BYD in the electric vehicle sector, showcasing its engineering capabilities [1]

Core Insights - The event "Exploring BYD's Green Future" showcased BYD's global influence and technological advancements, with diplomats from 14 countries experiencing BYD's innovative features firsthand [1] Sales Leadership - BYD's electric vehicle sales reached 582,522 units in Q3 2025, surpassing Tesla's 497,099 units, marking a lead of 85,423 units for four consecutive quarters [2] - Cumulative sales of BYD's electric vehicles in the first three quarters reached 1.606 million units, accounting for 49.26% of its total 3.26 million new energy vehicle sales [2] - Bloomberg forecasts BYD's electric vehicle deliveries to reach 2.17 million in 2025, significantly exceeding Tesla's estimated 1.61 million [2] - BYD's overseas pricing strategy shows a premium of 30%-50% compared to domestic prices, with the Seal model priced at €45,000 (approximately 350,000 RMB) in Europe, reflecting a 40% markup [2] Localization Strategy - BYD's Brazilian factory marked the production of its 14 millionth new energy vehicle, highlighting its 11-year commitment to the local market [3] - The localization rate of 65% in Brazil allows BYD to avoid 35% import tariffs, coupled with Brazil's zero tariff policy for electric vehicles, resulting in over 25% profit margins for the Yuan PLUS model [3] - BYD's role in Brazil extends beyond manufacturing, as it has become a key partner in the country's green transition, providing vehicles for the COP30 climate conference and receiving recognition from Brazilian President Lula [3] Global Market Dynamics - BYD's rise is reshaping the global automotive industry, with significant market share gains in Europe, including a 9.7% share in Spain and a 140% increase in Italy [4] - The company has established a global market matrix by leveraging first-mover advantages in Southeast Asia and differentiating its product offerings in South America and South Africa [4] - BYD's technological advancements, such as the "Heavenly Eye" driver assistance system, have gained international recognition, transitioning the company from product exporter to technology provider [4] Broader Impact - BYD's global expansion strategy emphasizes technological innovation, localization, and sustainable development, contributing to a new narrative in the automotive industry [5] - The company's efforts are not only transforming competitive dynamics but also promoting sustainable development and cooperation between nations, showcasing the rise of Chinese brands as contributors to a fairer and greener global order [6]

Core Insights - BYD launched the new flagship SUV, the Tang DM-i Smart Driving Edition, in Changsha on October 19, with a limited-time price range of 169,800 to 189,800 yuan until October 31 [1] Group 1: Product Features - The Tang DM-i Smart Driving Edition combines "all-around performance" with "super long range," significantly enhancing its pure electric range to meet daily commuting needs in urban areas, achieving a "zero fuel consumption" experience [3] - The vehicle features a new exterior color, Liuguang Silver, inspired by the texture of Ding kiln white porcelain, and includes a new interior color, Xiahong Red, reflecting Eastern poetic aesthetics [3] - The model is equipped with advanced intelligent features, including the "Tian Shen Zhi Yan" driver assistance system and the high-end DiLink 100 smart cockpit, enhancing convenience and entertainment [3] Group 2: Safety and Performance - The Tang DM-i Smart Driving Edition is equipped with the TBC high-speed tire blowout stability system, which responds in milliseconds to tire blowouts at speeds up to 190 km/h, ensuring vehicle stability and safety [5] - The vehicle has sold over 830,000 units over the past ten years, indicating strong market demand and consumer trust in the Tang series [5]