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比亚迪(002594) - 2025年6月30日投资者关系活动记录表
2025-06-30 12:04
Sales Performance - In May 2025, BYD sold 382,476 vehicles, representing a year-on-year increase of 15.3% [2] - Overseas sales of passenger cars and pickups reached 88,640 units, with specific sales figures for various models: Dynasty and Ocean series at 348,393 units, Fangchengbao at 12,592 units, Tengshi at 15,806 units, and Yangwang at 139 units [2] Market Expansion - BYD launched the Dolphin model in 15 European countries on May 21, 2025, marking its entry into the small pure electric vehicle market in Europe [3] - The Dolphin is the eighth pure electric model introduced by BYD in Europe over the past three years, highlighting the company's commitment to expanding its presence in the region [3] - BYD has entered over 30 European countries, with plans for continued innovation to meet consumer demand for sustainable transportation [3] Logistics and Operations - BYD's sixth car carrier, "BYD CHANGSHA," was launched on June 24, 2025, with a capacity of 9,200 standard vehicle slots and utilizing LNG dual-fuel technology [4] - The existing fleet of carriers, including "EXPLORER NO.1," "BYD CHANGZHOU," "BYD HEFEI," "BYD SHENZHEN," and "BYD XI'AN," has transported over 70,000 BYD vehicles globally [4] Product Launches - The BYD Seal 05DM-i was recently launched in Poland and Slovakia, marking its entry into the European market as the second plug-in hybrid model [5] - The Seal 05DM-i features advanced design, spacious interiors, and leading-edge technology, aiming to transform the European sedan market [5] - BYD's electric vehicles are now available in over 110 countries and regions worldwide, accelerating the green transition in global transportation [5] Australian Market Development - BYD has established 46 stores in Australia, covering seven major cities, and offers a full product matrix including six models: Dolphin, Seal, Song PLUS DM-i, Yuan PLUS, BYD SHARK 6, and the new Sea Lion 07EV [6] - The brand aims to deepen its localization strategy and contribute to Australia's transition to a zero-carbon future through technological innovation [6]
大降价!比亚迪突然宣布!
商业洞察· 2025-05-28 09:24
以下文章来源于王晶华说科技 ,作者王晶华 王晶华说科技 . 追踪人工智能新趋势,技术产业新变革,科技行业新突破。 作者:王晶华 来源:王晶华说科技 全球汽车圈此时此刻都被比亚迪的操作吓坏了! 真的太吓人了,直接掀桌子,突然又一次开启降价潮! 最低的辅助驾驶功能的汽车竟然干到 只要5万多就能买 ,现在全球汽车圈都在说,汽车圈接下来 要彻底杀疯了。 史上最大的降价潮? 很多网友都被比亚迪的这次降价吓到了,有人连夜就赶紧去下单,生怕别人把名额抢走了。 真的太疯狂, 有些车子已经降到只要5万多,6万多就能直接拿下 。 举个最简单的例子,比如拥有智能驾驶辅助驾驶功能的新能源汽车海鸥系列,最低版本的限时一 口价只要5.58万元! 海豹05DM智能驾驶豪华型的限时一口价也只要5.98万元! 再比如你们很多最熟悉的比亚迪的秦,跟宋系列! 其中,秦PLUS DM-i智驾版优惠后价格低至6.38万元起,宋Pro DM-i智驾版优惠后价格低至8.98 万。 但是,降到这个程度,是我没敢想过的! 真的,如果不是比亚迪亲自宣布,我都不敢相信汽车圈会出现这样的新闻。 而且这不是一个两个车子,是涉及20多款智驾版的车型。 说实话,虽然此前 ...
魏建军又开炮,汽车行业巨震!
Jin Tou Wang· 2025-05-28 07:39
两天大跌10%,比亚迪的股价摔杯为号,汽车板块集体大跌,汽车市场终于掀桌子了。 按当前规模简单算一下,汽车供应链每年都替车企承担数百亿的资金损失,同时供应商还被车企要求降 价来分摊成本,但供应商的成本没有人分摊,除非就是偷工减料忽视安全。 根据统计局发布的数据显示,中国汽车制造业的利润率水平从2017年7.8%已经下滑到2024年4.4%。同 时,利润绝对值也显著下滑,全行业利润总额从2017年的6833亿元,跌至2023年的5086亿元。 比亚迪再次大幅降价,5月23日,比亚迪宣布在海洋网和王朝网两大渠道推出覆盖22款智驾车型的限时 促销活动,价格下调力度前所未有,最高优惠达5.3万元。 例如,海豹07智驾版1.5L精英型限时售价10.28万元,较原价下降超过三成。此外,海鸥、海豹05DM- i、海豚等多款热门车型也纷纷降价,调整后的价格几乎重塑了同级市场的价格底线。在新能源渗透率 逐渐稳定在50%附近的当下,此次降价已经不再被认为只是促销策略,而更像是一场围绕市场份额和品 牌排位展开的价格战"厮杀"。 但这一次不但没有提振股价,甚至业内开始担忧这样卷下去汽车质量、汽车安全还有没有保障? 在上周,长城汽车的 ...
比亚迪一口价 王朝、海洋22款智驾车型限时至高补贴5.3万元
Qi Lu Wan Bao· 2025-05-27 07:44
Core Viewpoint - BYD has launched a limited-time "one-price" promotion for 22 models under its Dynasty and Ocean series, with discounts reaching up to 53,000 yuan [1][21]. Group 1: Promotion Details - The promotion includes models such as the Seagull, Dolphin, and various versions of the Seal, with significant price reductions. For instance, the Seagull's one-price is set at 55,800 yuan, and the Seal 07's price is reduced by 53,000 yuan to 102,800 yuan [2][21]. - The promotion incorporates both national replacement subsidies and BYD's own replacement subsidies, enhancing the overall discount for consumers [1][21]. Group 2: Model Pricing - Specific models and their official guide prices versus the limited-time one-price include: - Seagull Intelligent Version: Official price 69,800 yuan, one-price 55,800 yuan - Seal 05DM-i Intelligent Version: Official price 79,800 yuan, one-price 59,800 yuan - Dolphin Intelligent Version: Official price 99,800 yuan, one-price 77,800 yuan - Han EV Intelligent Version: Official price 179,800 yuan, one-price 154,800 yuan [2][3][21]. Group 3: Sales Performance - In Q1, BYD sold 1,000,800 new energy vehicles, marking a year-on-year increase of 59.81%. Overseas sales reached 206,000 units, up approximately 110% [21]. - As of the end of April, BYD's total sales of models equipped with advanced driving assistance systems exceeded 480,000 units [21][22].
最高降5.3万元,比亚迪宣布22款车型限时降价!今年准备卖550万辆车,前四个月卖了约138万辆
Mei Ri Jing Ji Xin Wen· 2025-05-24 15:34
Core Viewpoint - BYD has launched limited-time promotional activities, including "one-price" offers and subsidies for 22 models under the Dynasty and Ocean series, with discounts reaching up to 53,000 yuan [1][2]. Group 1: Promotional Activities - The Ocean series has introduced a limited-time "one-price" event, with significant price reductions on models such as the Seagull, Seal 05DM-i, Seal 06DM-i, Dolphin, and Song PLUS DM-i [2]. - The Seagull's smart version is priced at 55,800 yuan, while the Seal 05DM-i is at 59,800 yuan, and the Dolphin at 77,800 yuan [2]. - The Seal 07 smart version has the largest price drop, now at 102,800 yuan, down by 53,000 yuan from its previous price [2][3]. Group 2: Sales Goals and Performance - BYD aims to achieve a sales target of 5.5 million vehicles in 2025, representing a nearly 30% year-on-year increase, with an overseas sales target of approximately 800,000 vehicles [13]. - In the first four months of this year, BYD sold about 1.38 million new energy vehicles, completing about a quarter of its annual sales target [13]. - In April 2025, BYD's cumulative sales reached 380,089 vehicles, a year-on-year increase of 21.3%, with passenger car sales growing by 19.4% [14]. Group 3: Financial Performance - BYD reported a revenue of 170.36 billion yuan for the first quarter of 2025, a year-on-year increase of 36.35%, with a net profit of 9.15 billion yuan, up 100.38% [14][15]. - The growth in performance is primarily attributed to the increase in new energy vehicle sales, with a total of 1 million new energy vehicles sold in the first quarter, marking a 59.81% year-on-year growth [16].