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比亚迪:有信心继续加大海外出口
人民财讯12月8日电,比亚迪(002594)近日在2025年第二次临时股东会上表示,未来几年,公司将在 包括主品牌、高端品牌在内的车型平台上,推出惊艳的技术,筑牢技术优势。另外公司在造型、宣传以 及在别的方面也在加大力度,公司会关注,会学习同行的发展优点。近期,方程豹、腾势N8L表现都很 好,公司旗下高端品牌开始出海,也获得了全球消费者喜爱,有信心继续加大海外的出口,继续提升集 团品牌在海外的口碑。 ...
比亚迪汉L唐L OTA进阶及新车色北京站发布会落幕
活动现场,唐L车主代表韩女士带来与比亚迪并肩同行的真挚故事,从日常通勤到家庭出游的实际使用场景,展现唐L的实用价值,二者的分享从不同维度 印证了汉L唐L的扎实产品力与品牌温度。 12月6日,"多彩出行 万象生活——汉L唐L OTA进阶及新车色发布会"在北京落幕,为北京消费者带来兼具东方美学与前沿科技的出行新选择,开启中高端 新能源旗舰的万象生活新篇章。 在道路试驾环节,汉L唐L凭借第五代DM技术的平顺动力输出、"车位到车位"领航辅助的精准操控,展现卓越的行驶质感;智能泊车体验则让嘉宾直观感受 车辆感知系统的敏锐度,复杂车位场景下的自动泊车功能,进一步印证OTA升级后的智能辅助驾驶实力。 此外,现场设置的"王朝头条"互动装置与静态品鉴区也吸引嘉宾驻足——汉、唐家族"龙颜美学"置于新中式意境之中,让大家在试驾之余,近距离感受新车 设计细节。 发布会上,一段融合东方美学与现代韵律的舞蹈精彩上演,舞者以灵动身姿勾勒"万象生活"的美好图景,随着舞蹈渐入高潮,身披神秘幕布的汉L唐L升级 车型缓缓亮相,在光影映衬下,全新车色与流畅线条格外吸睛,现场掌声与赞叹声此起彼伏,汉L唐L OTA进阶及新车色正式登陆北京市场。 比亚迪 ...
比亚迪(002594) - 2025年12月5日投资者关系活动记录表
2025-12-08 09:02
Group 1: Company Strategy and Innovation - The company emphasizes technological innovation as the foundation for its growth and industry leadership, addressing consumer pain points with solutions like the "blade battery" for safety and "DM-i super hybrid" for economic efficiency [2] - The R&D team, consisting of 120,000 members, is focused on developing advanced technologies to lead the industry in the coming years [2] - The company is committed to enhancing its design and marketing efforts to improve brand perception and consumer engagement [2] Group 2: Market Competition and Adaptation - The company acknowledges the intense market competition and is actively learning from successful practices of new entrants in the electric vehicle sector [2] - It plans to launch impressive technologies across its main and high-end brands, aiming to strengthen its market position and enhance global brand reputation [2] Group 3: Technology Communication and Marketing - The company has introduced technologies like "Heavenly Eye" and "Megawatt Flash Charge" to solidify its technological moat and intends to play a leading role in the industry [4] - The focus is on long-term growth through technology rather than aggressive short-term marketing tactics, ensuring sustainable market presence [4] Group 4: Artificial Intelligence and User Engagement - The company is heavily investing in artificial intelligence across various aspects, recognizing its transformative potential in the automotive industry [4] - With approximately 15 million electric vehicle users, the company prioritizes user feedback to guide its R&D efforts and enhance consumer experience [4] Group 5: Investor Relations - As of the end of Q3, the company has 640,000 shareholders and aims to maintain transparent communication while being cautious about revealing strategic plans in a competitive environment [4] - The company expresses gratitude towards its shareholders and is committed to delivering sustainable and innovative products for long-term benefits [5]
比亚迪:全球公务车市场的新能源破局者
Xin Lang Cai Jing· 2025-12-08 06:53
Core Insights - BYD is transforming the global public vehicle market by leveraging technological innovation and local adaptation, breaking the long-standing dominance of local and traditional luxury brands [1][8][13] Market Penetration - The global public vehicle market has historically been dominated by local brands and traditional luxury brands, with German brands holding over 60% of government procurement in Europe [1][8] - The shift towards electric vehicles is rapidly changing this landscape, with countries like Mexico, Hungary, and Brazil adopting BYD vehicles for various public service roles [3][5][6] Environmental Demand - The global push for low-carbon transitions is driving the adoption of electric vehicles in public fleets, with the EU mandating that by 2027, at least 50% of corporate fleets must be electric [5][6] - Traditional fuel vehicles emit approximately 5.08 tons of CO2 annually, while BYD's hybrid and electric models significantly reduce emissions [5] Technological Innovation - BYD's vehicles meet stringent reliability and safety standards required for public procurement, including rigorous testing for extreme conditions [9][10] - The unique blade battery technology and intelligent vehicle control systems enhance performance and reduce maintenance costs for government fleets [10][11] Sales Growth - BYD's overseas sales reached 417,200 units in 2024, with a significant increase to 917,000 units in the first 11 months of 2025, indicating a successful global strategy [12] - The share of overseas revenue in BYD's total revenue rose from 28% in 2024 to 36.5% in the first half of 2025, reflecting a shift from low-cost volume to technology-driven value [12] Industry Implications - BYD's success in the global public vehicle market illustrates a shift in the competitive landscape, moving from geographical advantages to technological value [8][13] - The transformation of BYD's approach signifies a broader change in the perception of Chinese manufacturing, emphasizing quality and innovation over mere quantity [12][13]
Trump Green Lights 'Really Cute' Kei Cars Amid Affordability Concerns, CAFE Rollback In US: 'Manufacturers Have Long Wanted…' - BYD (OTC:BYDDF), BYD (OTC:BYDDY)
Benzinga· 2025-12-08 06:39
President Donald Trump has announced that "tiny cars" would be produced in the U.S.The White House Says Tiny Cars Are Coming To The U.S.In a post on the social media platform X on Sunday, the official White House handle shared a video of what appears to be a die-cast model of the Toyota Motor Corp (NYSE:TM) Hilux pickup truck. "President Donald J. Trump has approved TINY CARS to be built IN AMERICA!" the post said.The announcement comes as Trump, on Friday, posted on the social media platform Truth Social, ...
170亿,江苏模拟芯片龙头港交所上市,比亚迪小米都投了
3 6 Ke· 2025-12-08 06:19
芯东西12月8日报道,刚刚,江苏苏州模拟芯片龙头纳芯微在港交所挂牌上市。 纳芯微全球发售共计1906.84万股H股,发售价为每股116港元(约合人民币105元),上市首日平开,开盘时总市值为187亿港元(约合人民币 170亿元)。 此次发行获元禾纳芯、Golden Link(比亚迪)、好易得国际(三花控股)、Green Better(小米)等7家基石投资者共认购10.89亿港元(约合 人民币9.89亿元)。 | | | | | | 基於最終發售價116.00港元(即最高發售價) | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 假設超額配股權未獲行使 | | 假設超額配股權獲悉數行使 | | | | | | 將認購的 | 佔發售 | 佔已發行 | 佔發售 | 佔已發行 | | | | | 發售股份 | 股份的概约 | 股本的概约 | 股份的概約 | 股本的概约 | | 基石投资者 | 認購金額(1) | | 数目(3) | 百分比 | 百分比(4) | 百分比 | 百分比(4) | | 元木纳芯 | 90.00 百萬美元(2) ...
对标丰田 比亚迪电池工厂推行“无瑕运营”计划
Xi Niu Cai Jing· 2025-12-08 05:52
Core Insights - BYD has launched a "Flawless Operation" initiative in its battery factories starting from Q3 2023, aiming for zero defects in battery products throughout their lifecycle [2] - The initiative involves enhancing efficiency across manufacturing, processes, and customer service to minimize errors [2] - BYD aims to achieve industry-leading management levels within 3-5 months and align with external major clients' standards by 2026, ultimately targeting Toyota's management standards [2] Group 1 - BYD is the world's second-largest power battery manufacturer, primarily supplying its own brands, including Dynasty, Ocean, Tengshi, Fangchengbao, and Yangwang [2] - In the first three quarters of 2025, BYD's domestic power battery installation volume reached 113.42 GWh, with external supply installation volume at 23.65 GWh, marking an external supply share of 20.85% [2] - The company's energy storage business is also expanding rapidly, indicating a growing market presence [2] Group 2 - The shift from self-supply to a balanced internal and external supply model presents new and higher demands on BYD's manufacturing system [3] - The "Flawless Operation" initiative is designed to ensure high quality, stability, and consistency in large-scale production [3] - The success of this initiative and its ability to meet expected goals will be closely monitored by industry analysts [3]
何小鹏谈汽车出海:要和国内市场同等重视,奇瑞比亚迪打了非常好的样板
Xin Lang Cai Jing· 2025-12-08 05:43
专题:2025《中国企业家》影响力企业家年会 他还表示,汽车和飞机落地全球化极其困难,风险很高,我认为要用40年,因此我们要学习丰田、现 代,必须扎根海外一步步走,不能像互联网那样快速推进。今天奇瑞、比亚迪打了很好的样板,可以多 思考借鉴。 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目 的,并不意味着赞同其观点或证实其描述。 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目 的,并不意味着赞同其观点或证实其描述。 责任编辑:李思阳 专题:2025《中国企业家》影响力企业家年会 小鹏汽车董事长、CEO何小鹏在2025(第二十三届)影响力企业家年会谈到汽车出海时表示,全球化不 应先做好国内再做海外,要同等重视。我最近看到很多创业公司只做海外或95%做海外,这是全新的创 业和全球化逻辑。 小鹏汽车董事长、CEO何小鹏在2025(第二十三届)影响力企业家年会谈到汽车出海时表示,全球化不 应先做好国内再做海外,要同等重视。我最近看到很多创业公司只做海外或95%做海外,这是全新的创 业和全球化逻辑。 他还表示,汽车和飞机落地全球化极其 ...
比亚迪海豹07EV申报图曝光 搭载激光雷达
动力方面,海豹07EV搭载由南京市比亚迪汽车有限公司生产的型号为TZ200XYAT的驱动电机,最大功率高达240千瓦。同时,将配备郑州弗迪电池有限公 司生产的磷酸铁锂电池组。 目前,海豹07家族提供插电式混合动力版本,售价13.98万元- 19.58万元。 申报图显示,该车整体与现有的海豹07车系保持相同的设计语言,封闭式前格栅搭配狭长大灯组以及三段式进气口,有不错的辨识度。同时,搭载激光雷 达,预计智能辅助驾驶表现有所提升。车尾采用贯穿式尾灯组,并在灯组上沿加入镀铬饰条进行点缀,丰富层次感。 车身尺寸方面,海豹07EV长宽高分别为4995×1910×1495mm,轴距2900mm,车内空间宽敞舒适。 近日,在工信部第402批新车公示中,出现比亚迪海豹07EV车型的申报信息。 ...
王传福最新发声:当前技术领先度不及前几年 后面将有重磅技术发布【附比亚迪企业分析】
Qian Zhan Wang· 2025-12-08 02:57
Core Insights - BYD's domestic market sales have declined this year, attributed to a decrease in technological leadership and increasing industry homogenization, which aligns with the cyclical nature of product and technology development [2] - In September 2025, BYD sold 396,000 vehicles, a year-on-year decline of 5.5%, being surpassed by SAIC Group for the first time with 440,000 vehicles sold, ending an 18-month streak as the monthly sales champion [2] - However, in November, BYD achieved a record monthly sales of 480,186 vehicles, reclaiming the monthly sales crown, with overseas sales exceeding 130,000 units, marking a 297% year-on-year increase [2] R&D Investment - BYD has invested over 210 billion yuan in R&D over the past 14 years, with R&D expenses in the first three quarters of 2025 reaching 43.75 billion yuan, the highest among Chinese listed companies [5] - The company has consistently spent more on R&D than its net profit in 13 out of the last 14 years, focusing on core areas such as power batteries, intelligent driving, and hybrid systems [5] Technological Advancements - The latest sixth-generation blade battery has an energy density of 255 Wh/kg, allowing for a 500 km range with a 12-minute charge, alongside the world's first mass-produced 30,000 RPM motor and the "Tian Shen Zhi Yan" advanced driving system [6] - BYD holds a 31.7% market share in the domestic new energy vehicle sector as of 2022, significantly outperforming competitors [6] International Expansion - BYD is a benchmark for Chinese commercial vehicle companies expanding internationally, having secured orders and delivered electric buses in multiple countries including the UK, Hungary, Colombia, Finland, and Sweden [8] - The company has made significant deliveries, such as 406 electric buses in Bogotá, Colombia, which will help reduce over 94,000 tons of CO2 emissions annually [10] Future Directions - BYD plans to focus on electric and intelligent technology advancements over the next 2-3 years, increasing R&D efforts to launch more leading-edge technologies [11] - The company aims to address past marketing inertia by enhancing marketing capabilities to better align with user needs, converting technological advantages into market competitiveness [11] - There will be a continued emphasis on expanding overseas markets [11]