BYD(SZ:002594) Zheng Quan Ri Bao Wang·2025-08-21 13:41Group 1: Export Growth of "New Three Items" - The export of "New Three Items" (electric vehicles, lithium batteries, and photovoltaic products) from Shenzhen reached 62.18 billion yuan in the first seven months of this year, representing a year-on-year growth of 21.5% [1] - In 2023, the total export of "New Three Items" is projected to be 88.76 billion yuan, with a year-on-year increase of 33.9%, and is expected to reach 99.69 billion yuan in 2024, growing by 11.5% [1] - The growth of "New Three Items" exports indicates a significant shift in Shenzhen's export structure towards high-tech, high-value-added, and green low-carbon sectors [1] Group 2: Company Performance in Lithium Battery Sector - Shenzhen Haopeng Technology Co., Ltd. reported that its overseas revenue reached 1.49 billion yuan in the first half of 2025, a year-on-year increase of 18.53%, accounting for 53.95% of total revenue [2] - The gross profit margin for overseas business was 19.70%, higher than the overall gross profit margin, contributing to the company's profit growth [2] - Shenzhen Keda Li Industrial Co., Ltd. achieved overseas revenue of 252 million yuan in the first half of 2025, with overseas revenue growing from 84 million yuan in 2020 to 574 million yuan in 2024 [2] Group 3: Electric Vehicle Export Performance - BYD Co., Ltd. exported 545,000 new energy vehicles from January to July this year, marking a year-on-year increase of 133.49% [3] - The company has utilized roll-on/roll-off ships to transport over 70,000 vehicles globally by mid-July [3] - BYD's new energy vehicles are now available in over 110 countries and regions, contributing to global green transportation [3] Group 4: Photovoltaic Product Export Growth - Shenzhen Jiejia Weichuang New Energy Equipment Co., Ltd. saw its overseas revenue grow from 566 million yuan in 2020 to 1.74 billion yuan in 2024 [3] - The company is experiencing a trend of global diversification in overseas projects, supported by its extensive experience in international market expansion [3] - The company's ability to provide comprehensive "turnkey" solutions enhances its competitiveness in securing overseas orders [3] Group 5: Technological Advancements and Sustainability - The "New Three Items" products possess high technological content and added value, aligning with global environmental protection and sustainable development trends [4] - Shenzhen enterprises are enhancing their technological research and innovation capabilities in the new energy sector, leading to rapid growth in exports [4]