起点锂电·2025-10-11 10:53Core Viewpoint - The article highlights the significant growth and advancements in BYD's battery business, particularly in energy storage and electric vehicle sectors, showcasing impressive sales figures and innovative product developments [2][4][7]. Group 1: Battery Installation and Sales - BYD's total installed capacity of power batteries and energy storage batteries reached approximately 23.2 GWh in September 2025, with a cumulative total of about 203.251 GWh for the first three quarters of 2025, marking a nearly 60% year-on-year increase compared to 127.720 GWh in the same period of 2024 [2]. - In the first three quarters of 2025, BYD's automotive sales reached 3.26 million units, maintaining a leading position despite a slight decrease in growth rate [8]. - BYD achieved a milestone by producing its 14 millionth electric vehicle, becoming the first company globally to reach this figure [8]. Group 2: Energy Storage Business - BYD's energy storage segment has shown remarkable performance, with global lithium battery shipments for energy storage reaching 315.8 GWh in the first half of 2025, a 98% year-on-year increase, positioning BYD as the fourth largest player in this market [4]. - The company signed a contract for a 12.5 GWh energy storage project with Saudi Electricity Company, bringing the total project volume to 15.1 GWh, setting a new industry record [4]. - BYD's new "Hao Han" energy storage system, featuring a single unit capacity of 14.5 MWh and an energy density of 233 kWh/m³, significantly exceeds the industry average by 50% [6]. Group 3: Technological Innovations - The new 2710Ah battery cell developed by BYD utilizes advanced materials and technologies, enhancing capacity and energy density while reducing thermal runaway risks, marking a breakthrough in battery technology [6]. - BYD's DM-i super hybrid technology has set three global records, including the highest engine thermal efficiency at 46.06% and the lowest fuel consumption of 2.9 liters per 100 kilometers [9]. - The upcoming second-generation blade battery is anticipated to bring disruptive technological advancements to the industry [9].