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比亚迪,降价!
证券时报·2025-03-29 09:55

Core Viewpoint - BYD is implementing a limited-time price reduction for certain non-intelligent driving versions of its Dynasty series vehicles, indicating a strategic move to enhance market competitiveness and drive sales growth [1][4]. Group 1: Price Reduction Announcement - On March 29, BYD announced a price cut for the non-intelligent driving versions of its Dynasty series, with the Qin L DM-i starting price reduced by 10,000 yuan to 89,800 yuan and the Song L DM-i reduced by 16,000 yuan to 119,800 yuan, valid until April 30 [1]. - The day before, BYD also announced price reductions for three models in the Ocean series, with the Seal 06 DM-i and Seal 07 DM-i both seeing a 10,000 yuan reduction to 89,800 yuan and 129,800 yuan respectively, and the Song PLUS DM-i reduced by 16,000 yuan to 119,800 yuan [4]. Group 2: Intelligent Driving Strategy - BYD previously announced its commitment to ushering in an "Era of Universal Intelligent Driving," with all models priced between 100,000 to 200,000 yuan set to be equipped with the "Heavenly Eye" advanced intelligent driving system [5]. - The "Heavenly Eye" system is a self-developed hardware platform by BYD, marking it as the first fully integrated intelligent driving system designed and produced by an automaker [5][7]. Group 3: Sales Performance - In the first two months of 2025, BYD's new energy vehicle sales reached 623,000 units, a year-on-year increase of 92.52%, making it the top-selling automotive group in China [7]. - BYD's overseas sales of new energy passenger vehicles totaled 133,400 units, reflecting a year-on-year growth of 124.27% [7]. Group 4: Stock Market Performance - BYD's stock price has been on a continuous rise this year, reaching a historical high of 403.4 yuan per share, and its total market capitalization has surpassed that of CATL, establishing BYD as the new leader in the Shenzhen market [8].