各品牌表现分化 1、比亚迪：订单环比增长30%以上，国庆期间订单预计13-15万辆；库存充足，多款新车型（如秦、海豹、唐、海狮06、元UP）上市；回归性价比路线，价格 低于预期，订单反响良好。 2、问界M7：订单占单店50%，同比增长60%以上；假期8天有望冲击3万辆。 3、理想：理想i6订单火爆，吸收竞品（如YU7、ModelY、智接R72.07）及部分L6/L8用户；国庆前五天新增约1.5万辆，预计周末累计锁单近7万辆；L系列10 月2日官宣降价后订单恢复良好。 4、极氪：极氪X展会期间每日订单十余台；极氪9X预售订单超6万，锁单率50-60%，用户预算多在50万以上； 5、小鹏：国庆前7天单店订单不足40台，全月预计维持4万辆。 6、特斯拉、小米、零跑：环比持平，但同比大幅增长。 7、上汽H5：产品力一般，定价偏高，稳态月销1万有压力。 数说新能源服务类型： 往 期推荐 主机厂电芯采购：兼顾性能和成本 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。 加入社群 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 ...

9月，古井贡酒在日本接连上演两场美酒盛宴 ——26日亮相大阪世博会，28日亳州—东京经贸合作交流 会暨古井贡酒·年份原浆中国酒文化全球巡礼（日本站）再续华章。从文化展演到经贸签约，从新品发 布到机构揭牌，作为中国白酒"出海"先行者，古井贡酒始终以酒为媒，展现中国白酒的品质硬实力，搭 建起中外文明互鉴的桥梁，为中国白酒国际化写下生动注脚。 双场盛事连台：创新演绎中国酒文化 （图源：企业供图，下同） 自千年贡酒的荣耀传承，到成为世博官方合作伙伴的崭新跨越，古井贡酒以文化为舟楫、品质为根基， 在全球化浪潮中劈波斩浪。依托"中国酿·世界香"的战略视野，古井贡酒持续向国际舞台传递中国白酒 的文化魅力，彰显中国白酒的品质硬实力。 继今年6月2日古井贡酒首次以企业日身份亮相大阪世博会后，古井贡酒9月又在日本接连举办两场重要 活动，进一步深化其国际化布局与中国白酒文化传播路径。 9月26 日，"古井贡酒・年份原浆企业日"暨 "汉、唐、宋、明"新品全球上市仪式在大阪世博会中国馆举 行。古井贡酒在现场通过现代艺术演绎传统酿技，展现从制曲到陈酿的千年智慧，呈现古井贡酒技艺根 基《九酝酒法》生生不息的传承。 作为2025大阪世博会中 ...

Core Viewpoint - The event marks the international launch of Gujinggongjiu's "Han, Tang, Song, Ming" product series and the promotion of its vintage raw liquor, signifying a significant step in the internationalization of Chinese liquor, particularly in the Japanese market [4][13]. Group 1: Strategic Choices - Gujinggongjiu's choice to launch at the Osaka Expo leverages the global influence of the event to enhance brand recognition while combining "national trend + high-end" strategies [6]. - The company presented a cultural performance and donated a commemorative liquor to the China Pavilion, integrating cultural dissemination with commercial activities [6][10]. Group 2: Product Lines - The vintage raw liquor series targets the high-end and collectible market, utilizing traditional brewing techniques and Ming Dynasty cellar resources to create a quality barrier, suitable for business gifts and core liquor enthusiasts [7]. - The "Han, Tang, Song, Ming" series emphasizes cultural symbols and visual expression, appealing to the curiosity of younger overseas consumers [7]. Group 3: Market Expansion - Gujinggongjiu has established a "dual-driven" internationalization model, focusing on high-end product lines in Japan's political and business sectors, as well as retail and e-commerce for the national trend series [11]. - The company aims to transition from merely exporting products to embedding itself within local consumption circles, supported by partnerships with local distributors and networks [11][13]. Group 4: Future Outlook - As the international standardization of Chinese liquor accelerates, Gujinggongjiu's brand influence is expected to grow, reflecting the broader trend of Chinese liquor moving onto the global stage [13].

Core Viewpoint - Gujinggongjiu is leveraging its participation in the 2025 Osaka World Expo to promote Chinese liquor culture globally, showcasing its traditional brewing techniques and modern innovations in green and intelligent manufacturing [1][3][10]. Group 1: Event Participation and Product Launch - Gujinggongjiu hosted two corporate days at the China Pavilion of the Osaka Expo, highlighting its role as the only official partner to do so for five consecutive expos [1][8]. - The company launched four new products, "Han, Tang, Song, Ming," during the second corporate day, emphasizing a modern interpretation of Chinese liquor culture [4][6][7]. Group 2: Cultural Promotion and Brand Identity - The events aim to bridge cultural exchanges, showcasing the essence of Chinese heritage and craftsmanship through liquor [1][3][10]. - Gujinggongjiu's commitment to promoting Chinese liquor culture aligns with the expo's theme of building a community of life between humans and nature [3][10]. Group 3: Innovation and Sustainability - The company emphasizes "green brewing" and "intelligent manufacturing," integrating traditional methods with modern technology to enhance production efficiency and product quality [10][11]. - Gujinggongjiu is focused on sustainable practices, from sourcing high-quality raw materials to utilizing ancient well water for brewing, ensuring a premium product [10][11]. Group 4: Social Responsibility and Global Outreach - Gujinggongjiu is dedicated to showcasing its hometown, Bozhou, and its rich cultural heritage while promoting local brands internationally [12][14]. - The company is actively engaging in global cultural exchanges, including events in Tokyo, to further its mission of spreading Chinese liquor culture worldwide [14][15].

（图片来源：摄图网） 据外媒报道，9月21日晚间，沃伦・巴菲特旗下的伯克希尔・哈撒韦已完全退出其在比亚迪的投资。伯克希 尔发言人也证实比亚迪股份确实已全部售出。 对此，9月22日早间，比亚迪公关总经理李云飞公开回应称，2022年8月，伯克希尔便开始陆续减持其于2008 年购买的公司股票，去年6月其持股就已在5%以下了。股票投资，有买就有卖，这是很正常的事情，并感谢 芒格和巴菲特对比亚迪的认可，也感谢过去17年的投资、帮助和陪伴，为所有的长期主义点赞。 在2017年的一次采访中，巴菲特谈到了当年决定投资比亚迪经过。他表示投资比亚迪不是他的决定，而是其 好友查理·芒格强列推荐。巴菲特表示，查理·芒格以往总会顺着他的意思，赞同他的提议，但只有两次和他 拍了桌子，让他"买买买"，其中一次是入股比亚迪。 巴菲特回忆称："有一天查理·芒格打电话给我说，我们必须投资比亚迪，王传福比爱迪生更厉害。我说，凭 这一点还不足以投资比亚迪。查理说，王传福是爱迪生与韦尔奇结合体。我说，好吧，你对比亚迪的喜爱越 来越热烈了，但还不足以让我投资。但不管怎样，查理坚持要买比亚迪。" 2008年9月26日，在芒格的积极推动下，巴菲特通过伯克希 ...

Core Viewpoint - BYD's chief engineer, Lian Yubo, has been nominated for the Chinese Academy of Engineering, highlighting his significant contributions to the automotive and new energy sectors in China [2][30]. Group 1: Lian Yubo's Background and Career - Lian Yubo, born in December 1964, initially pursued a career in aviation before transitioning to the automotive industry [4][5]. - He joined BYD in 2004 after a successful career at various automotive companies, where he developed significant expertise in vehicle design and engineering [18][24]. - Lian played a crucial role in establishing BYD's vehicle manufacturing processes and led the development of several successful models, including the F3, which became the fastest-selling model in its category [24][28]. Group 2: Contributions to BYD and the Industry - Under Lian's leadership, BYD developed key technologies such as the DM-i hybrid technology and the blade battery, which have been pivotal in the company's rise to prominence in the new energy vehicle market [26][28]. - Lian's engineering team was responsible for the successful launch of BYD's first dual-mode electric vehicle, the F3DM, and the pure electric e6, which showcased BYD's innovative capabilities [26][30]. - BYD's transformation from a secondary player to a leading automotive manufacturer, achieving sales of 4 million vehicles, can be attributed to Lian's strategic vision and technical expertise [28][30].

Core Insights - Tesla and BYD are accelerating their expansion into the Japanese electric vehicle (EV) market, potentially leading the country's EV transformation [2] - Tesla plans to increase its store count in Japan from 23 to 50 by the end of 2026, with the possibility of expanding to 100 stores [2] - In the first half of 2025, Tesla's sales in Japan are expected to grow by 70% year-on-year to approximately 4,600 vehicles, showcasing strong growth momentum [2] - In contrast, Japan's domestic automakers are lagging behind, with the country's EV penetration rate being low compared to other developed nations [2] - Japan's EV sales in the first half of 2025 were only 27,321 units, a 7% year-on-year decline, marking two consecutive years of negative growth [2] - Japanese consumers have primarily favored hybrid vehicles, resulting in the lowest penetration rate for pure electric vehicles among developed countries [2] - The global EV market is increasingly dominated by a few key players, with Tesla leading through technological innovation and global presence, while BYD excels in the Chinese market and commercial vehicle sector [2] Company Profiles - **Tesla**: A globally recognized electric vehicle manufacturer based in the U.S., led by Elon Musk, focusing on clean energy and electric transportation. Tesla produces high-performance electric vehicles, including Model S, Model 3, Model X, and Model Y, and is involved in energy storage and solar power [2] - **BYD**: A leading Chinese electric vehicle manufacturer established in 1995, headquartered in Shenzhen. BYD produces a wide range of electric vehicles, including passenger cars and commercial vehicles, and has introduced the world's first electric bus [2] - **NIO**: A high-end electric vehicle manufacturer from China, focusing on luxury electric SUVs and innovative battery-swapping technology to address charging time concerns [2] - **Volkswagen Group**: The largest automotive manufacturer globally, headquartered in Germany, committed to electric vehicle production through its ID series, including ID.3, ID.4, and ID. BUZZ [2] - **Mercedes-Benz**: A high-end automotive brand under Daimler AG, known for its EQ series of electric vehicles, including EQC, EQA, EQB, and EQS, covering various market segments [2] Market Overview - The global electric vehicle market is characterized by a "dual-core" driving pattern led by China and the U.S. In 2022, global sales exceeded 10.52 million units, with China holding a 24.4% market share, followed by Europe at 17.3%. Japan and India have penetration rates below 5% [2]

Core Viewpoint - The article discusses the recently launched BYD Sea Lion 07 DMI, highlighting its pricing, features, and market reception, while also addressing the confusion among customers regarding the various models offered by BYD [1][2]. Pricing and Offers - The Sea Lion 07 DMI is available in three configurations with a price range of ¥169,800 to ¥205,800, and current promotions include four free maintenance services and trade-in subsidies of ¥5,000 for other brands and ¥6,000 for its own products [2][3]. Customer Reception - There has been a low level of customer interest in the Sea Lion 07 DMI, with few customers specifically inquiring about the model, and some expressing that the price seems high compared to competitors like the Tang, which offers significant discounts [6][8]. Training and Sales Insights - Internal training for sales staff on the Sea Lion 07 DMI was described as intense but lacking in unique selling points, with sales staff feeling pressure to understand the model better [4][9]. Financial Support - The manufacturer offers a financing plan with a 50% down payment and 24-month interest-free options, while the dealership promotes a bank financing plan with a 5% return after two years [11]. Market Position and Future Outlook - The article suggests that it may be better to wait for potential price reductions, estimating a possible discount of ¥5,000 in about six months, especially around the holiday season [13]. Product Features - Key selling points of the Sea Lion 07 DMI include its fuel efficiency due to the fifth-generation hybrid technology, standard cloud driving system, and advanced features like a massage seat option and an optional drone system [16]. Overall Impression - The overall impression of the Sea Lion 07 DMI is mixed, with some sales staff feeling that it does not significantly improve upon the previous model, the Guard Ship, in terms of design and material quality [14].