Core Viewpoint - Fosun Tourism and BYD have established a global long-term strategic partnership to create an integrated ecosystem of "travel + vacation" by leveraging their strengths in green travel, smart manufacturing, tourism, and family consumption [1] Group 1 - The partnership was announced on December 18, 2025, at the Taicang Alps International Resort [1] - The collaboration aims to achieve deep synergy across their entire brand matrix [1]

证券日报网讯 12月18日，比亚迪在互动平台回答投资者提问时表示，公司的供应链合作，属于商业保 密范畴，请咨询相关公开信息。 （文章来源：证券日报） ...

Core Viewpoint - BYD and Fosun signed a global long-term strategic cooperation memorandum in Taicang, Jiangsu, focusing on integrating their strengths in green travel, smart manufacturing, tourism, and family consumption ecosystems [1] Group 1 - The collaboration aims to create a comprehensive "travel + vacation" integrated ecosystem [1] - Both companies will leverage their core advantages across various sectors to enhance brand synergy [1]

| 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 3.13 | 268.21 | 85.69 | -8.38 | 华福证券有限责任 | 浙商证券股份有限公司永嘉 | | | | | | 公司温州分公司 | 阳光大道证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新融资余额为126.48亿元，近5日减少6427.12万元，降幅为0.51%。 据天眼查APP显示，比亚迪股份有限公司成立于1995年02月10日，注册资本911719.7565万人民币。 （数据宝） 12月18日比亚迪大宗交易一览 比亚迪12月18日大宗交易平台出现一笔成交，成交量3.13万股，成交金额268.21万元，大宗交易成交价 为85.69元，相对今日收盘价折价8.38%。该笔交易的买方营业部为华福证券有限责任公司温州分公司， 卖方营业部为浙商证券股份有限公司永嘉阳光大道 ...

比亚迪在互动平台表示，公司于2024年成为国家四部门首批L3级自动驾驶准入及上路通行试点的9家企 业之一。今年2月，公司切实落实"整车智能" 战略， 构建起"天神之眼" 技术矩阵， 重磅发布"全民智 驾" 战略， 旗下全系车型将搭载高阶驾驶辅助技术。 集团将高阶智驾带入10万级以内车型， 加速高阶 智驾普及。此外，通过规模优势驱动数据快速积累， "天神之眼" 算法加速迭代，截至2025年11月底， 公司驾驶辅助车型累销超230万辆， 每天智驾数据生成超1.5亿公里。 ...

Core Viewpoint - BYD plans to build a "giant" chassis factory in Brazil within the next three years to meet the surging demand for electric buses, significantly increasing its production capacity from approximately 600 units to a maximum of 7,000 units annually [1][5]. Group 1: Production Capacity Expansion - The new factory will replace the current operations in Campinas, which are spread across multiple leased buildings, and will have a total area of about 180,000 square meters compared to the current 7,000 square meters [6]. - BYD aims to double its current production capacity in the short term by establishing a temporary factory near Campinas within 4-6 months [5]. - The new factory is expected to achieve full production capacity of 6,000 to 7,000 chassis per year and will also consider the production of electric trucks [5][6]. Group 2: Market Demand and Orders - Since 2015, BYD has been assembling electric bus chassis in Campinas, and it expects to produce about 1,200 chassis in 2026, which is double the total production of the first ten years in Brazil [2]. - The company has received nearly full-year orders and is currently focused on expanding capacity while fulfilling existing orders [2][4]. - The growth in electric bus orders reflects a trend of fleet renewal, particularly in São Paulo, where operators are updating buses that have exceeded their service life during the pandemic [4]. Group 3: Export Potential - The new factory project is also aimed at supporting export operations, with BYD viewing Brazil as a natural manufacturing hub for exporting electric buses to neighboring South American markets, especially the Southern Common Market [8]. - There is potential for future exports to Africa, although any expansion beyond South America will occur after production and logistics integration is completed [8]. Group 4: Historical Context and Business Development - BYD's entry into the Brazilian market began with commercial vehicles before moving to passenger cars, adapting to local conditions by shifting from importing complete vehicles to local chassis assembly [9]. - The company has expanded its business in Brazil to include special electric trucks and battery-related businesses, such as solar panels and energy storage [9]. - In 2023, BYD introduced passenger car production in Brazil, taking over a former Ford factory in Camaçari, with an initial investment of 5.5 billion reais (approximately 7.1 billion yuan) and an expected creation of up to 20,000 jobs [9][11].

Core Viewpoint - The strategic cooperation between Fosun and BYD aims to enhance the experience of snow vacation through a combination of resources and innovative services, marking a significant milestone for both companies in the tourism and automotive sectors [1][9]. Group 1: Strategic Partnership - Fosun Tourism Group and BYD signed a long-term strategic cooperation memorandum to leverage their strengths in creating a new high-end tourism experience [1][3]. - The partnership focuses on integrating travel and vacation services, enhancing customer experiences, and expanding membership benefits [10][12]. Group 2: Business Performance - The Taicang Alps International Resort, a key component of Fosun's strategy, has welcomed over 2 million visitors and generated over 500 million yuan in revenue since its opening in October 2023 [5]. - The resort's core project, the Alps Snow World, has achieved a peak daily visitor count of over 5,000, with plans for further expansion and upgrades [5]. Group 3: Industry Leadership - BYD is recognized as a leader in the electric vehicle industry, being the first company globally to surpass 10 million units in electric vehicle sales [7]. - The collaboration aims to connect high-quality travel experiences with smart technology, promoting a new lifestyle that emphasizes both travel and sustainability [7][14]. Group 4: Future Outlook - The partnership is expected to explore new models of cross-industry integration, enhancing vacation modes, smart travel experiences, and shared membership benefits [14]. - Both companies aim to create a more diverse and high-quality vacation experience, contributing to a better quality of life for their customers [14].

12月18日，比亚迪大宗交易成交3.13万股，成交额268.21万元，占当日总成交额的0.11%，成交价85.69元，较市场收盘价 93.53元折价8.38%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-18 | 002594 | 比亚迪 | 85.69 | 3.13 | 268.21 | 华福证券有限责任 | 浙商证券股份有限 | | | | | | | | 公司温州分公司 | 公司永嘉阳光大道 | | | | | | | | | 证券营业部 | ...

Core Viewpoint - Fosun and BYD have established a global long-term strategic cooperation to create an integrated ecosystem combining "mobility + vacation" based on their respective strengths in green travel, smart manufacturing, tourism, and family consumption [1][2] Group 1: Strategic Collaboration - The partnership will leverage Fosun's 70 high-end vacation destinations across over 40 countries to create a dedicated benefits system for BYD's over 15 million global car owners and Fosun's 20 million members on the Revoyou platform [1] - The collaboration aims to enhance ecological interconnectivity, product innovation, and global expansion [1] Group 2: Product Integration - Fosun will introduce BYD's flagship models, including the Dynasty, Ocean series, personalized brand Fangchengbao, luxury brand Denza, and high-end brand Yangwang, at various destinations such as Club Med Mediterranean, Sanya Atlantis, and Taicang Alps International Resort [1] - Customized premium vacation routes will be developed based on local natural and cultural resources, enhancing the vacation experience through a deep integration of "high-end travel + local exploration" [1]

Core Viewpoint - BYD officially launched its brand in the Iraqi market and introduced the plug-in hybrid pickup truck BYD SHARK 6 during an event held in Baghdad on December 14 [1] Group 1: Product Launch - The BYD SHARK 6 has a comprehensive fuel consumption of 9.6 liters per 100 kilometers in electric depletion scenarios and a total range of 670 kilometers [1] - The vehicle is equipped with BYD's DMO (Dual-Mode Off-road) super hybrid power platform, featuring multiple terrain modes including mud, sand, and snow [1] - The interior includes a 10.25-inch LCD instrument panel and a HUD (Head-Up Display) [1] Group 2: Market Presence - BYD offers a total of 8 models in the Iraqi market, consisting of 4 plug-in hybrid vehicles and 4 pure electric vehicles [1] - The brand's after-sales service centers are set to open soon, providing maintenance, technical support, and customer service to users [1]