第27届中国建博会（广州）暨2025广州卫博会进入开幕倒计时！7月8-11日，2000+企业将与涌入羊城的20万+专业观众，来一场一年一度"大年初一"般的 再聚首。 今年，万千家居人又将谱写一首什么样的"大家居建装之歌"？本期家居新范式结合广州建博会吹风会释放的信息，以及各企业的预热表现，剧透这一盛会 的变化与背后折射的行业趋势。 生态重构：从"单点突破"到"价值共生" 今年以来，同样面对内需回暖、外需承压的差异化格局，大家居建装行业的"悲"与"喜"似乎并不相通。 硬币的一面是，传统家居行业企业面临产销两降，卖场、小区、直播等以前的很多生意逻辑似乎越来越玩不转了。国家统计局、海关总署等多方数据显 示，2025年1-5月，我国家具行业规模以上企业的营业收入连续5个月同比下降，利润总额下降27.9%，家具出口下降8.2%，厂商急寻破局出口。 与之形成鲜明反差的是，一些跨界企业却高歌猛进。家居新范式曾在《天猫、京东派线下竞速》中关注到，京东MALL已开设20余家门店，天猫精灵全屋 智能更喊出"年底超百城"的扩张目标。存量市场的特征往往逃不开"此消彼长"的残酷竞争，如今"电商派"对传统家居卖场、经销店的蚕食，以及全屋 ...

Core Viewpoint - BYD is aggressively expanding its global presence and has surpassed Tesla in monthly or quarterly sales in several key markets, including Brazil, Australia, and multiple European countries [1][3][4]. Group 1: Sales Performance - In May, BYD exported approximately 89,000 vehicles, achieving a record high, with a cumulative export total of 374,200 vehicles from January to May, representing a year-on-year growth of 112% [1][3]. - In April, BYD's pure electric vehicle sales in Europe reached 7,231 units, surpassing Tesla's 7,165 units, marking a year-on-year increase of 169% [3][4]. - In Brazil, BYD's first-quarter sales exceeded 20,000 units, leading the local market, with May sales accounting for over 80% of the total pure electric vehicle sales [4]. Group 2: Strategic Goals - BYD's chairman, Wang Chuanfu, stated that the company's sales target for 2025 is 5.5 million vehicles, with 800,000 expected to come from overseas markets [3][4]. - The company is focusing on stable pricing in overseas markets to enhance profitability, positioning overseas expansion as a critical strategy [3]. Group 3: Market Dynamics - The competition between BYD and Tesla reflects a broader shift in the global automotive landscape, moving from vehicle exports to a more integrated supply chain approach [1][8]. - Chinese automakers are increasingly establishing local production and supply chains in foreign markets, as seen with BYD's plans to build a production base in Hungary and establish a European headquarters [9][10]. Group 4: Industry Trends - The global automotive industry is witnessing a transition from traditional vehicle exports to localized production and supply chain development, driven by increasing barriers to vehicle sales and the desire of host countries to develop their own automotive industries [8][9]. - Other Chinese automakers, such as Xpeng and Changan, are also investing in local production facilities in key overseas markets, indicating a consensus among Chinese companies to localize operations [10]. Group 5: Supply Chain Developments - Chinese component manufacturers, including CATL and Fuyao Glass, are also expanding their overseas production bases, contributing to the overall growth of China's automotive export sector [11]. - In the first quarter of 2025, China's rubber tire exports reached 2.24 million tons, with a year-on-year increase of 6.2%, highlighting the growth of the automotive supply chain [11].