Group 1 - The article discusses the various types of services in the new energy sector, highlighting the importance of performance and cost in battery cell procurement by major manufacturers [2][6]. - BYD is expanding its operations in Southeast Asia, indicating a strategic move to tap into emerging markets [6]. - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector, suggesting a shift in focus within the industry [6].

Group 1 - The core viewpoint of the article emphasizes the importance of balancing performance and cost in battery cell procurement for automotive manufacturers [7] - BYD is expanding its market presence in Southeast Asia, indicating a strategic move to capture growth in emerging markets [7] - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector, highlighting a shift in market dynamics [7]

Group 1 - The core viewpoint of the article emphasizes the importance of balancing performance and cost in battery cell procurement for automotive manufacturers [7] - BYD is expanding its operations in Southeast Asia, indicating a strategic move to tap into new markets [7] - CATL is experiencing growth in the energy storage market, which is outpacing its growth in the power battery sector [7]

CATL ：储能 市场增长高于动力 加入社群 往期推荐 主机厂电芯采购：兼顾性能和成本 比亚迪出海：发力东南亚 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货 报告和精准人脉。 本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除 ...

Group 1 - The core viewpoint of the article emphasizes the importance of balancing performance and cost in battery cell procurement for automotive manufacturers [5] - The article highlights BYD's expansion efforts in Southeast Asia, indicating a strategic move to capture new markets [5] - CATL is noted for its growth in the energy storage market, which is outpacing the growth in the power battery sector [5]

Group 1: Sales Performance of Major Automakers - BYD sold 373,000 passenger cars in April, with a year-on-year increase of 45.3% and a month-on-month increase of 0.3%, totaling 1.359 million units in 2025 [1] - Geely's April sales reached 234,100 units, up 49.1% year-on-year, with electric vehicle sales at 126,000 units, a year-on-year increase of 137.7% [1] - Great Wall Motors sold 100,000 units in April, with a year-on-year decline of 3.6%, while electric vehicle sales increased by 11.9% year-on-year [1] - NIO's sales in April were 23,900 units, reflecting a year-on-year increase of 44.5% [1] - Li Auto sold 33,900 units in April, with a year-on-year increase of 19.4% [1] - Xpeng Motors achieved sales of 35,000 units in April, marking a significant year-on-year increase of 313.4% [1] - Leap Motor sold 41,000 units in April, with a year-on-year increase of 165.6% [1] Group 2: Export Performance - BYD's overseas sales reached 78,700 units in April, with a year-on-year increase of 104.8% [1] - Geely's exports were 24,000 units in April, down 10% year-on-year [1] - Great Wall Motors exported 32,200 units in April, with a year-on-year decline of 4.5% [1]