国产新能源品牌转向技术战

Core Viewpoint - The article highlights the significant technological advancements made by BYD's brand, Yangwang, particularly with the Yangwang U9X, which has achieved a new world record speed of 496.22 km/h, surpassing the previous record held by Bugatti Chiron Super Sport [1][2]. Group 1: Technological Breakthroughs - The Yangwang U9X is equipped with a fully self-developed disruptive technology solution, including the world's first mass-produced 1200V ultra-high voltage platform and a race-level blade battery with a discharge rate of 30C [2][5]. - The vehicle's performance is further enhanced by four high-speed motors, each capable of 30,000 RPM, resulting in a total power output exceeding 3,000 horsepower [2][5]. - The U9X has also demonstrated impressive track performance, achieving a lap time of 6 minutes and 59.157 seconds at the Nürburgring Nordschleife, a highly challenging racing circuit [3]. Group 2: Industry Trends - The automotive industry is shifting from price competition to a focus on technological innovation, with companies increasingly investing in R&D to build competitive advantages [4][7]. - BYD is transitioning from a phase of price wars to a technology-driven strategy, with plans to enhance its high-end offerings and maintain its market leadership in the electric vehicle sector [4][6]. - The Chinese government is encouraging this shift by promoting the development of key technologies such as automotive chips and solid-state batteries, aiming to create high-quality supply that meets consumer demands [6][7]. Group 3: R&D Investment - BYD's R&D investment reached 30.9 billion yuan in the first half of 2025, marking a 53% increase year-on-year, solidifying its position as a leader in R&D spending within the A-share market [5]. - The company has cumulatively invested over 210 billion yuan in R&D, supported by a team of 120,000 engineers focused on core technologies [5][6]. - Continuous R&D investment is seen as crucial for creating new demand and strengthening technological barriers in the competitive landscape of the automotive industry [6][7].