" 首款车型先行出口，再回归国内销售。 " 作者丨 田哲 编辑丨 林觉民 上海临港的一片土地上，一家新造车公司试图加入中国新能源车出海浪潮。 雷峰网独家获悉， 星空计划预计2026年第一季度工厂竣工，2027年投产首款车型。该车型定位高端新能 源SUV，截至今年一季度仍处于造型设计DEMO阶段。 公开资料显示，星空计划成立于2025年1月，全称为"星空计划（上海）汽车科技责任有限公司"，其最终 受益人为华东某知名硬件公司创始人，间接持股比例80%。 今年3月20日，上海临港新片区发布了《04FX-0002单元G01、G03、G04街坊控规调整》的公示，其中 一则名为"星空项目"文件显示，星空项目用地规模合计41.44万平方米，所属工厂临近特斯拉储能、宁德 时代工厂。 雷峰网了解到，星空项目实际是星空计划的汽车工厂，今年下半年，其团队成员将从苏州转移至上海办 公。 中国的整车生产门槛已远高于十年前。2017年国家发改委发布《关于完善汽车投资项目管理的意见（征求 意见稿）》，逐渐提高造车门槛后，包括星空计划在内的新造车公司已难以获得汽车独立生产资质。 一位知情人士表示，星空计划或将借用上汽的生产资质。类似情况还有 ...

他同时回应了关于YU7大定数据的质疑："当时发布了大定数据后，我们受到了大量的质疑，有人说是 可退的。所谓的'犹豫期'看上去有点故弄玄虚，其实是所有车厂都在采用的方式。因此，我们大定量的 统计口径和所有车企都是一样的。"他还补充表示，小米SU7和SU7 Ultra转单数量不足YU7总订单数的 15%。 雷军还补充说："在发布大定量后，我们索性就发布了锁单量的数据。结果还是有很多人质疑，说SU7 是可以转单的。在这里我告诉大家，小米SU7、SU7 Ultra转单数不足YU7总订单数的15%。" 7月2日晚，小米创办人、董事长兼CEO雷军在线上直播，回应了小米YU7大定数据的质疑以及被友 商"截胡"等热点话题。 小米YU7自6月26日晚间发布后，市场反响强烈。该车开售3分钟大定超20万辆，开售18个小时锁单超24 万辆。对于小米YU7上线即爆单的情况，雷军在直播中表示，"看到（三分钟）大定数据的第一时间我 都愣住了，看了好几遍才跟现场的人分享。" 此外，雷军表示，当前YU7的锁单数量超出想象，希望大家可以稍微多一点点耐心。"如果大家急着用 车，我觉得国产新能源车都还不错，比如明天将发布的小鹏G7、月底将发布的理想 ...

Core Viewpoint - BYD's stock prices have reached new historical highs in both A-shares and H-shares, reflecting strong market performance and investor confidence in the company's overseas expansion strategy [1][2]. Group 1: Stock Performance - On May 21, BYD's A-shares closed above 400 CNY per share, with an intraday high of 404 CNY, marking a significant milestone [1]. - BYD's H-shares also saw a notable increase, closing at 462.6 HKD per share with a daily gain of 4.05% [1]. - The H/A premium for BYD has risen to approximately 6.4%, indicating a strong preference for H-shares among investors [1][3]. Group 2: Overseas Expansion - BYD has successfully entered over 110 countries and regions with its electric vehicles, achieving a 72% year-on-year increase in overseas sales of passenger cars in 2024 [4]. - In Q1 2025, BYD's overseas sales of passenger cars and pickups exceeded 200,000 units, representing a 110% year-on-year growth [4]. - In April 2023, BYD's sales in key markets such as Brazil, Turkey, and Australia demonstrated significant growth, with sales figures of 8,485, 5,397, and 3,207 units respectively [4]. Group 3: Competitive Positioning - BYD has outperformed Tesla in several European markets, with sales in the UK and Italy reaching nearly five times and four times that of Tesla, respectively [4]. - The company's competitive advantage is attributed to its cost-effectiveness, local production capabilities, and strategic partnerships in Europe [5]. Group 4: Production Capacity and Investments - BYD has established production facilities in Thailand and Uzbekistan, with additional factories in Brazil and Hungary set to commence operations soon [6]. - The company plans to achieve close to one million units in overseas production capacity by the end of 2025, with specific annual capacities outlined for various locations [6]. - Recent reports indicate that BYD has ordered eight roll-on/roll-off ships to enhance its vehicle transportation capabilities [6]. Group 5: Investor Interest - Over the past 60 trading days, major brokers have net purchased approximately 12.77 million shares of BYD, amounting to around 49 billion HKD [7]. - Citibank has raised its target prices for BYD's shares, reflecting positive sentiment regarding the company's export growth and market positioning [7].

Group 1 - In April, China's new energy vehicle (NEV) exports reached 200,000 units, a year-on-year increase of 76%. From January to April, NEV exports totaled 642,000 units, up 52.6% year-on-year [1] - The export of Chinese cars to the U.S. is minimal, particularly for domestic brands, which are not affected by U.S. tariffs [1] - Central state-owned enterprises' strategic restructuring is expected to enhance supply chain integration and reduce inefficient brand competition, thereby increasing market share for NEV brands [1] Group 2 - The automotive industry is showing signs of recovery, supported by economic normalization and various stimulus policies, with production and sales expected to continue rising [1] - Investment opportunities are emerging in undervalued leading companies in the vehicle and parts sectors due to performance improvements, as well as in high-quality segments of NEV electrification and intelligence [1] - Multiple automakers are accelerating the iteration of intelligent driving technology, with L3-level autonomous driving systems set for mass production within the year, which will drive growth in related component manufacturers [2]