近日，工信部公布新一批《道路机动车辆生产企业及产品公告》新产品公示，比亚迪旗下新增一个全新的汽车品牌 领汇。此次产品公示中，领汇品牌共有4款新车，其中3款是纯电轿车，包括领汇e5、领汇e7、领汇e9；1款插混 MPV，即领汇M9。 根据公开的图片信息，上述4款领汇品牌的车标区别于比亚迪原车标，但领汇品牌的新车均由比亚迪王朝网、海洋 网车型改款迭代而来，涉及的车型包括比亚迪夏、汉DM-i、秦PLUS EV、海狮07 EV等。 2026.01. 11 本文字数：890，阅读时长大约1分钟 作者 | 第一财经 黄琳 中信证券最新研报指出，2026年车市的主线之一，即是自主品牌高端化提速。尽管2026年市场各价格带均有较多 供给，国内市场竞争依然较大，但高端化领先的头部车企依然能够实现较高的边际利润。 微信编辑 | 龙王 比亚迪新品牌领汇。 第一财经记者了解到，领汇的商标已于2010年申请注册。根据规划，领汇品牌主要面向B端市场的大批量采购需 求，该品牌整合比亚迪原对公事业部的e系列新能源车型，拥有独立的渠道体系。设立领汇品牌的目的是为区别面 向B端市场的车型和面向C端市场的车型，旨在推动比亚迪高端化战略。 2025 ...

#比亚迪新增一个汽车品牌# 【比亚迪再出手，中国车市又新增一个汽车品牌】#比亚迪新增品牌领汇# 近日，工信部公布新一批《道路机动车辆生产企业及产品公告》新产品公示，比亚迪旗下新增一个全新 的汽车品牌领汇。此次产品公示中，领汇品牌共有4款新车，其中3款是纯电轿车，包括领汇e5、领汇 e7、领汇e9；1款插混MPV，即领汇M9。根据公开的图片信息，上述4款领汇品牌的车标区别于比亚迪 原车标，但领汇品牌的新车均由比亚迪王朝网、海洋网车型改款迭代而来，涉及的车型包括比亚迪夏、 汉DM-i、秦PLUS EV、海狮07 EV等。记者了解到，领汇的商标已于2010年申请注册。根据规划，领汇 品牌主要面向B端市场的大批量采购需求，该品牌整合比亚迪原对公事业部的e系列新能源车型，拥有 独立的渠道体系。设立领汇品牌的目的是为区别面向B端市场的车型和面向C端市场的车型，旨在推动 比亚迪高端化战略。（第一财经，泽塔） ...

1.【比亚迪再出手，中国车市又新增一个汽车品牌】近日，工信部公布新一批《道路机动车辆生产企 业及产品公告》新产品公示，比亚迪旗下新增一个全新的汽车品牌领汇。此次产品公示中，领汇品牌 共有4款新车，其中3款是纯电轿车，包括领汇e5、领汇e7、领汇e9；1款插混MPV，即领汇M9。根 据公开的图片信息，上述4款领汇品牌的车标区别于比亚迪原车标，但领汇品牌的新车均由比亚迪王 朝网、海洋网车型改款迭代而来，涉及的车型包括比亚迪夏、汉DM-i、秦PLUS EV、海狮07 EV 等。记者了解到，领汇的商标已于2010年申请注册。根据规划，领汇品牌主要面向B端市场的大批量 采购需求，该品牌整合比亚迪原对公事业部的e系列新能源车型，拥有独立的渠道体系。设立领汇品 牌的目的是为区别面向B端市场的车型和面向C端市场的车型，旨在推动比亚迪高端化战略。（第一 财经） 参考IT之家此前报道，鸿蒙智行尚界汽车在1月7日官宣了一款新车——尚界Z7，宣传语为"比新一 代，更期待"。 3.【京津冀新能源车产量领跑全国】近日发布的《京津冀蓝皮书：京津冀制造业发展报告（2025）》 指出，京津冀制造业产业链发展势头强劲，已形成多产业链协同发展的格 ...

Core Viewpoint - BYD has made significant strides in the Japanese electric vehicle (EV) market, recently announcing its entry into the pure electric K-Car segment, which is expected to reshape the market dynamics in Japan [1][11][13]. Group 1: BYD's Market Performance in Japan - BYD has opened 120 stores in major Japanese cities by the end of 2024, selling four pure electric models and surpassing Toyota in pure electric sales, ranking fourth overall [7][11]. - The company has implemented attractive policies such as "three years of free charging" and "lifetime battery warranty," which have received positive feedback from users [7][11]. Group 2: K-Car Market Overview - The K-Car market in Japan is substantial, accounting for 35-40% of total vehicle sales, with 1.745 million units sold in 2024 [29][30]. - K-Cars are defined by specific technical standards, including size limitations and engine capacity, making them compact and affordable options for consumers [16][18]. Group 3: Reasons for K-Car Popularity - K-Cars are favored due to their lower costs, including reduced taxes and insurance, and the absence of parking space requirements, which is crucial in densely populated urban areas [22][24][27]. - The Japanese government has historically supported K-Car development as part of its post-war industrial strategy, promoting smaller vehicles due to limited resources and space [18][19]. Group 4: Challenges for BYD in the K-Car Segment - Despite the potential, the K-Car market is still dominated by gasoline vehicles, with only about 4,000 pure electric K-Cars sold in 2024, indicating a significant challenge for BYD [31][33]. - The acceptance of electric vehicles in Japan is low, with pure electric passenger car sales declining by 33% in 2024, highlighting the uphill battle for BYD [33]. Group 5: Competitive Advantages of BYD's K-Car - BYD's K-Car is expected to feature a fast charging capability of 100kW, significantly higher than the 40kW offered by local competitors, allowing for quicker charging times [41][42]. - The vehicle will also include advanced features such as heat pump air conditioning for better energy efficiency and a smart operating system that supports local dialects [44][45]. Group 6: Future Outlook - Analysts predict that BYD's K-Car could rank among the top three in pure electric K-Car sales in Japan by 2026, potentially becoming a market leader [47]. - The success of the K-Car could enhance BYD's overall presence in the Japanese market, reflecting a broader trend of Chinese automotive brands gaining traction globally [48][49].

Group 1 - Avita Technology has taken legal action against a blogger for spreading false claims about the wind resistance coefficient of its model 12, emphasizing the importance of brand image and consumer trust [1] - NIO's subsidiary in Anhui has been publicly announced for tax arrears amounting to over 39,600 RMB, raising concerns about its compliance management and financial transparency [2] - Polestar is recalling 3,664 units of its Polestar 3 in the U.S. due to a safety issue with the rearview camera, which could negatively impact consumer trust and brand image [3] Group 2 - BYD has officially entered the Romanian market, introducing several electric vehicle models and planning to establish over 30 sales points by the end of 2025, showcasing its ongoing international expansion strategy [4]

比亚迪股份于北京时间 4 月 25 日晚，港股盘后发布了 2025 年第一季度业绩。要点如下： 1. 再次交出惊艳的汽车毛利率答卷，比亚迪强降本能力毋庸置疑： 在一季度卖车周期底部，比亚迪仍然实现了非常不错的卖车毛利率水平（一季度汽车毛利率 24%，超市场预期 22.3%）。 而从历史可比性的毛销差角度来看（会计调整将质保金从销售费用端拉到销售成本端，天然拉低毛利率），一季度毛销差达到了 16.4%，竟然做到了去年一季度大 超市场预期的毛利率水平，背后仍然体现的是强供应链溢价能力 + 高垂直整合能力 + 出海高毛利三重优势的释放。 2. 卖车收入端不及预期，但在清库存周期中海豚君认为问题不大： 一季度卖车收入端看似不及预期，但海豚君认为市场对比亚迪卖车收入单价预期过高，虽然一 季度由于出海放量，出海销量占比达到新高，对单价端有正向的拉动作用（可能也是市场预期本季度单价还在环比上行的核心原因），但其实海豚君了解到，比 亚迪一季度仍然在以清老款车库存为主，且降价幅度很大，而智驾版车型的实际上市时间较晚，所以这样的卖车单价是在海豚君意料之内的。 3. 单车净利端表现不错，略超预期中枢： 对于投资者同样关注的单车净利 ...