今天分享的车主 是小宋，本次分享的车型是 2025款海豹06 EV 545KM旗舰型 。 车主分享内容是由车F ans 小伙伴做整理汇总，内容完全是车主本人的真实表达。 车主： 小宋 购车地区： 购车在成都，用车在福州 购车时间 ： 8月31日提车 购车型号 ： 2025款海豹06EV 545KM 旗舰型 | 金融预算单 | | | 按揭落地 | ¥56500 | | | --- | --- | --- | --- | --- | --- | | | 2025款海豹06EV 545KM 旗舰型 | | 月 | 供 ¥2712.5 | | | 指导价 | ¥129,800 | 2 优惠价 | ¥116,800 | 3 贷款额 | ¥65,100 | | 4 购置税 | 40 | 5 保险 | ¥ 4,500 | 6 上牌费 | 300 | | 分期数 | 24 | 手续费 | ¥0 | 利息 | 0 | 买车花了多少钱 ？ 指导价129800元，店内优惠3500元，市区补贴4500，置换补贴5000。总价就是129800-4500- 3500-5000=116800元。 另外，厂家免息贷款65100元，店内保险 ...

凤凰网财经讯 11月21日，由凤凰网、剑南春联合主办的"万里同春·豫见未来——中原酿新势·2025中国 消费智链创新峰会"于郑州召开，旨在汇聚产业力量，聚焦新消费、新智造、新链路，分享新模式与新 经验，探讨产业链协同创新、新质生产力培育，以及资本市场如何赋能消费领域企业的成长与跃升。 潘亮特别强调了对ESG的独特理解："对比亚迪来说，ESG更多被看成营收中心或者利润中心，而不是 成本中心。"他解释道，某种程度上比亚迪可以算是一家自带ESG基因的企业，"2016年，比亚迪率先面 向全球，在C40峰会上发出倡议，呼吁所有的合作伙伴、所有的利益相关方携起手来共同为地球降温1 摄氏度。" 谈及比亚迪践行的"三大绿色梦想"——电动汽车、储能、太阳能，潘亮表示，这与近几年蓬勃发展的外 贸新三样相呼应，公司正通过技术创新，为应对气候变化提供解决方案。 在圆桌对话环节，比亚迪首席可持续发展专家潘亮分享了企业智能化和ESG转型方面的经验。潘亮表 示，比亚迪不仅是大家普遍所认知的车企，更是一家高新技术驱动的新能源企业。 他回顾了公司发展历程：1994年成立，初期专注于二次充电电池，2003年进入汽车领域，自2008年推出 首款新 ...

Investment Rating - The report maintains a strong buy recommendation for BYD [5] Core Views - BYD adheres to the development philosophy of "technology as king, innovation as fundamental," aiming to lead independent innovation of Chinese brands and reshape the global market landscape [1] - The company is expanding its global footprint, with plans to establish a CKD assembly plant in Malaysia by 2026 and has officially entered the Argentine market [2] - Despite a significant rebound in Q3 2025 performance, there remains pressure on profitability [10] Financial Data and Valuation - Total revenue for 2023 is projected at 602.315 billion, with a year-on-year growth of 42%, and expected to reach 969.358 billion by 2027 [4][14] - Operating profit for 2023 is estimated at 38.103 billion, with a projected decline in 2025 to 43.564 billion [4][11] - The net profit attributable to shareholders is expected to be 30.041 billion in 2023, with a forecasted decrease to 34.698 billion in 2025 [11][14] - The company’s total market capitalization is approximately 918.9 billion, with a current stock price of 100.79 yuan [5] Performance Metrics - The sales gross margin for Q3 2025 is reported at 17.61%, with a net profit margin of 4.20% [9] - The company plans to enhance collaboration across the supply chain to optimize management and create a win-win situation with suppliers and distributors [10] - The projected PE ratios for 2025, 2026, and 2027 are 26.5, 25.2, and 23.6 respectively [11][15]

Group 1 - The core viewpoint highlights that Changzhou High-tech Zone (Xinbei District) has achieved a total import and export volume of 111.62 billion yuan from January to August, representing a year-on-year growth of 27.4%, accounting for 45.6% of the city's total, indicating simultaneous growth in scale, speed, and market share [1] - BYD's new energy vehicles, particularly the "new three samples," have seen an export value of 29.42 billion yuan, a significant increase of 168.5%, becoming the main driver of growth [1] - The BYD Changzhou base has experienced a "double explosion" in production and sales from January to September, with cumulative production and sales exceeding 36 billion yuan, and the production of new energy vehicles reaching 298,400 units, a year-on-year increase of 57.1%, surpassing last year's total production [1] Group 2 - The Changzhou base's export volume and value have both exceeded 50%, doubling compared to the same period last year, with key models like Sea Lion, Sea Leopard, Sea Gull, and Yuan PLUS becoming bestsellers in overseas markets [1] - BYD's second-phase project in Changzhou is progressing rapidly, with a total planned investment of 10 billion yuan, aiming to produce 300,000 sets of core components such as smart powertrains and intelligent cockpits annually, enhancing the regional new energy vehicle industry chain [3] - The project is expected to strengthen the leading effect of BYD, injecting strong momentum into the high-quality development of the new energy industry in Changzhou High-tech Zone and the entire city [3]

Core Insights - BYD officially entered the Argentine market on August 27, launching exclusive pre-sales for models including Yuan UP, Song PRO DM-i, and Seagull, marking a significant step in the company's global expansion strategy [1] - In the first eight months of the year, China's electric vehicle exports reached 2.2782 million units, a year-on-year increase of 52.6%, accounting for 46.2% of total vehicle exports, with an export value of $41.551 billion, up 29.7% [1] Group 1: Market Expansion - BYD's entry into Argentina signifies its commitment to supporting the country's automotive industry's transition to electric vehicles and represents a milestone for local green and smart upgrades [2] - The company plans to introduce a series of energy-efficient, cutting-edge, and zero-emission models in Argentina while also developing charging infrastructure and forming strategic partnerships with local stakeholders [2] - In Africa, BYD has entered 17 countries and regions, focusing on localized sales and brand promotion to participate in the continent's green transition [2] Group 2: Strategic Partnerships - XPeng Motors has established a strategic partnership with Ebrahim K. Kanoo in Bahrain, marking its entry into the Middle Eastern market and expanding its global footprint [2] - The collaboration will leverage Ebrahim K. Kanoo's extensive experience and sales network to introduce models like XPeng G6, G9, and X9, catering to the demand for high-quality smart electric vehicles in Bahrain [2] Group 3: Challenges in Export - Despite the growth in exports, challenges remain, including the EU's anti-subsidy investigation into Chinese electric vehicles and Mexico's proposed tariff reforms, which could impose rates as high as 50% on vehicles and parts [3] - The Secretary-General of the China Chamber of Commerce for Import and Export of Machinery and Electronic Products noted that while export trade remains mainstream, leading companies are accelerating local production overseas and enhancing their understanding of international operations and brand building [3]

分组1 - BYD: Orders increased by over 30% month-on-month, with an expected 130,000 to 150,000 orders during the National Day holiday; sufficient inventory and multiple new models launched, returning to a cost-performance route with prices lower than expected, leading to positive order response [1] - AITO M7: Orders account for 50% of single-store sales, with over 60% year-on-year growth; expected to reach 30,000 orders during the 8-day holiday [1] - Li Auto: The Li L6 model saw strong orders, attracting users from competitors like YU7, Model Y, and others; approximately 15,000 new orders in the first five days before the holiday, with a total expected to reach nearly 70,000 by the weekend; orders recovered well after a price cut announced on October 2 [1] 分组2 - Zeekr: Zeekr X received over ten orders daily during the exhibition; pre-sale orders for Zeekr 9X exceeded 60,000, with a lock-in rate of 50-60%, and user budgets mostly above 500,000 [1] - Xpeng: Orders at single stores were less than 40 units in the first seven days of the holiday, with an expected total of 40,000 for the month [1] - Tesla, Xiaomi, and Leap Motor: Month-on-month performance remained stable, but year-on-year growth was significant [1] 分组3 - SAIC H5: Product strength is average, with high pricing, facing pressure to maintain a steady monthly sales of 10,000 units [1]

Group 1 - BYD conducted a specific audience research session at the Pentagon on September 19, revealing significant sales figures, with 373,626 vehicles sold in August 2025, including 371,501 passenger vehicles and 80,464 sold overseas, marking a year-on-year increase of 146.4% [1] - In the 2025 Fortune Global 500 list released on July 29, BYD ranked 91st, maintaining its position in the top 100 for four consecutive years, emphasizing its role as a global leader in the electric vehicle sector [1] - BYD's globalization strategy is accelerating, with over 470,000 passenger vehicles and pickups sold overseas in the first half of 2025, and significant milestones achieved, including the establishment of a European headquarters in Hungary and the launch of a factory in Brazil [1] Group 2 - On August 27, BYD announced its entry into the Argentine market, planning to launch a series of new energy vehicles and develop charging infrastructure, which will support the electrification of Argentina's automotive industry [2]

Sales Performance - In August 2025, BYD Group sold 373,626 vehicles, with 371,501 being passenger cars, and 80,464 passenger cars and pickups sold overseas, representing a year-on-year growth of 146.4% [1] - From January to August 2025, cumulative overseas sales of passenger cars and pickups reached 630,728 units [1] Global Positioning - BYD ranked 91st in the 2025 Fortune Global 500 list, marking its highest position to date and reflecting its commitment to technological innovation and global expansion [1] Global Expansion Strategy - In the first half of 2025, BYD's overseas sales of passenger cars and pickups exceeded 470,000 units, demonstrating strong growth [3] - The company has established a presence in 112 countries and regions, enhancing its local strategies and operations [3] South American Market Development - On August 27, 2025, BYD officially entered the Argentine market, aiming to support the country's automotive industry's transition to electric vehicles [4] - BYD plans to launch a series of energy-efficient, cutting-edge, and zero-emission vehicles in Argentina, alongside developing charging infrastructure [4] Model Launches in Argentina - BYD has initiated exclusive pre-sales in Argentina for the first batch of models, including Yuan UP, Song PRO DM-i, and Seagull [5]

Core Insights - Chinese automotive companies have significantly increased their presence at the 2025 Munich Auto Show, showcasing a larger and more active participation compared to previous years, effectively becoming the focal point of the event [1][2][5] Group 1: Participation and Exhibits - The 2025 Munich Auto Show featured 748 exhibitors, with 116 from China, accounting for nearly one-third of all overseas exhibitors, marking a 40% increase from 2023 [2] - Major Chinese automotive brands such as BYD, Xpeng, Changan, and others presented new models and technologies, positioning themselves as key players rather than mere participants [2][3] - Notable exhibits included BYD's new vehicles and fast-charging technology, Xpeng's advanced models and robotics, and Changan's new concept car, highlighting the innovation and competitiveness of Chinese brands [2][3] Group 2: Strategic Shifts - Chinese automotive companies are transitioning from simple product exports to localized production and ecosystem development in Europe, with five companies announcing plans to build factories in Europe by 2025, involving over €20 billion in investments [3][5] - Collaborations with major European automakers like Volkswagen and Stellantis are facilitating faster adaptation to local market demands for companies like Xpeng [3][4] Group 3: Supply Chain and Technology - Chinese supply chain companies are emerging as key technology providers, particularly in battery and smart technology sectors, with firms like CATL showcasing advanced battery solutions that meet significant European demand [4][5] - Innovations in smart technology were highlighted by companies such as Horizon Robotics and Heisai Technology, which presented cutting-edge products and established partnerships with global automakers [4][5] Group 4: Future Outlook - The shift towards localized production and ecosystem development is expected to enhance the long-term competitiveness of Chinese automotive companies in the global market, moving from product output to ecosystem output [5][6] - The competitive landscape between Chinese and German automotive companies is evolving, with a focus on strategic collaboration and understanding user needs as key to success in the future [6]

Core Insights - The event "Yuan UP Launch and Delivery Ceremony" was successfully held, showcasing the new Yuan UP model and emphasizing its appeal to young consumers [1][12] - Yuan UP aims to embody a "trendy new domain" and a youthful concept, reflecting the brand's vision of co-creating a better travel experience with users [1][12] Event Highlights - The event featured a vibrant atmosphere with numerous attendees engaging in interactive experiences, including creative zones like the "Starry Trunk Theater" and "DIY Hat Making" area [4][6] - A dance performance elevated the event's mood, leading to the unveiling of the Yuan UP, which received positive feedback for its design and performance [8][10] Product Features - Yuan UP is designed with a focus on technology, quality, and youthfulness, aiming to innovate the pure electric SUV market [12][15] - The vehicle boasts a comprehensive range of features, including a 301 km range, fast charging capabilities, and advanced smart technology such as the DiLink system and voice interaction [17][18] Market Positioning - The Yuan family has achieved global sales of over 1.5 million units, reflecting strong consumer trust in BYD's technology and quality [12] - Yuan UP is positioned as an ideal choice for first-time electric SUV buyers, enhancing the product lineup with its stylish design and practical performance [15][20]