" 销量领先特斯拉后，比亚迪正在挑战丰田。 " 作者丨 韦艳娇 编辑丨田哲 比亚迪元家族，又迎来新的销量里程碑。 6月19日，比亚迪汽车官微发文称，比亚迪元家族全球累计销量突破150万辆，包含元 UP以及元 PLUS两 款车型。 作为新加坡2024年的全品牌汽车销冠，今年比亚迪依旧迅猛，蝉联5个月的新加坡乘用车全品牌销量冠 军；而在巴西市场，今年5月比亚迪超越丰田，成为巴西轻型车零售市场上销量排名第四的汽车品牌，仅 次于菲亚特、大众和通用。 在强大的产品力托举下，比亚迪出海已经遍地开花。 业内多位投资人告诉雷峰网，其长期看好比亚迪的关键原因，在于比亚迪的出海成绩。其表示，国内新能 源汽车市场已经基本饱和，并且随着汽车补贴逐渐退场，接下来国内市场想要获得增量，将会更难。 公开数据显示，元 PLUS自2022年上市以来，元 PLUS仅用时14个月达成累销30万辆，39个月达成累 销 100万辆， 成为继秦家族、宋家族后的第三个跃过百万销量的车型IP。 在国内市场，元 PLUS自上市以来持续霸榜A级SUV市场。据懂车帝最新数据显示，元 PLUS 5月销量为 12255辆，以数千辆的差距领先银河E5、深蓝S05、AI ...

据比亚迪汽车消息，比亚迪元家族全球累计销量突破150万辆。 ...

Core Viewpoint - The article discusses the competitive landscape in the Chinese automotive market, particularly focusing on the impact of new energy vehicles (NEVs) from companies like Leap Motor and Xiaopeng on traditional fuel vehicles and other second-tier NEV brands [1][4][9]. Group 1: Impact on Traditional Fuel Vehicles - Leap Motor's C series SUVs and Xiaopeng's MONA M03 are positioned in the 100,000 to 150,000 RMB price range, significantly affecting traditional fuel vehicles [4]. - Major traditional fuel vehicles like Nissan Sylphy and Volkswagen Lavida experienced a year-on-year sales decline of 5% to 15% in 2024, indicating a gradual penetration of NEVs into the market [4][5]. - Japanese brands, particularly Nissan, saw a 20% decline in sales for the Sylphy, while Toyota's Corolla had a smaller decline of 14%, suggesting a shift in consumer preferences towards NEVs [5][6]. Group 2: Second-Tier NEV Brands - Second-tier NEV brands, particularly GAC Aion, have seen significant sales declines, with AION Y and AION S experiencing over 30% year-on-year drops in 2024 [10][12]. - The saturation of the ride-hailing market has negatively impacted GAC Aion, which previously relied heavily on this segment for sales [10][12]. - Other second-tier brands like Neta and Wuling have also reported declining sales, but the overall market size for these brands remains small compared to the growth of Leap Motor and Xiaopeng [10][12]. Group 3: BYD's Market Position - BYD dominates the 80,000 to 150,000 RMB NEV market, with cumulative sales of 427.21 billion RMB in 2024, including significant contributions from the Qin and Song families [14][22]. - BYD's market share in the low-price NEV segment is estimated to be between 80% and 90%, despite experiencing a decline in sales growth in early 2024 [17][23]. - The overall NEV market in the 100,000 to 150,000 RMB range is projected to grow significantly, with BYD, Leap Motor, and Xiaopeng being key players in this competitive landscape [22][23]. Group 4: Market Dynamics and Future Outlook - The NEV market in the 100,000 to 150,000 RMB segment is expected to reach a scale of 5.8 million units this year, indicating a highly competitive environment among major players [23]. - Recent price cuts by BYD and competitors like Geely suggest an intensifying competition in the NEV market, particularly in the mid-range segment [23].