长沙晚报掌上长沙8月26日讯(全媒体记者 曹开阳)中国车企在全球汽车市场的影响力在加速显现。统计 显示，今年7月，比亚迪销量达344296辆，其中海外销售80178辆，同比增长159.5%。在巴西、西班 牙、意大利等国，比亚迪稳坐新能源销冠，成为海外市场和用户的信任之选。 7月，比亚迪在巴西销售9691辆，同比大增60%，跻身品牌榜前十，位居新能源销量榜第一。海鸥售出 3011辆，同比激增102.4%；宋PLUS销量1825辆，成为第二大畅销车型。丰富的产品矩阵实现纯电+插 混的全覆盖，精准切入不同需求的消费客群，是很多巴西人民的购车首选。 | | | 2025年7月巴西汽车市场品牌 新能源销量TOP10 | | --- | --- | --- | | 排名 | 品牌 | 销量(辆) | | 1 | 比亚迪 | 9691 | | 2 | 长城 | 2597 | | 3 | 沃尔沃 | 731 | | 4 | 欧萌达&杰酷 | 721 | | 5 | 丰田 | 325 | | 6 | 广汽 | 271 | | 7 8 | 三菱 幸马 | 262 257 | 在西班牙，比亚迪7月份以2158辆的单月销量荣获新能源 ...

Investment Rating - The report provides a positive investment rating for the new energy vehicle industry, highlighting strong growth potential and market dynamics [2]. Core Insights - The new energy vehicle market showed significant growth in June, with total sales reaching 2.14 million units, a year-on-year increase of 20.6%, while new energy vehicle sales reached approximately 1.11 million units, up 33.3% year-on-year [9][12]. - New energy vehicles accounted for 51.9% of total passenger vehicle sales in June, indicating a growing market share [9]. - The cumulative sales of new energy vehicles in 2025 reached 5.27 million units, reflecting a year-on-year increase of 30.9% [12]. Market Sales Performance - In June, pure electric vehicle sales were approximately 676,000 units, up 42.1% year-on-year, while plug-in hybrid sales were about 434,000 units, up 21.6% year-on-year [12]. - The top 10 manufacturers in the new energy market held a market share of approximately 67.3%, with BYD and Geely leading the rankings [15][28]. - The top three cities for new energy vehicle sales in June were Beijing, Guangzhou, and Chengdu, with a combined market share of 25.9% [18]. Market Dynamics - The report highlights significant monthly sales growth in the new energy vehicle sector, with a 15.0% increase in June compared to the previous month [15]. - The report notes that the market dynamics are influenced by various manufacturers' performance, with notable increases from Tesla (China), Zero Run, and Changan [28]. Industry Policies - The Ministry of Industry and Information Technology issued an implementation plan to promote green and low-carbon standardization in the industrial and information sectors, with a focus on the automotive industry [65][66]. - The plan outlines key research directions for green low-carbon standards in the automotive sector, including carbon footprint management and new energy vehicles [66][68].

Core Insights - BYD launched the new mid-size SUV Sea Lion 06, with the DM-i model priced between 139,800 to 156,800 yuan and the EV model priced between 143,800 to 163,800 yuan [1][3] Group 1: Product Features - The Sea Lion 06 DM-i model features BYD's fifth-generation DM technology, achieving a fuel consumption of 3.5L per 100km under NEDC conditions and a combined range of 1,670 km when fully fueled and charged, making it suitable for family commuting and long-distance travel [3] - The Sea Lion 06 EV is built on the e-platform 3.0 Evo, offering two range options of 520 km and 605 km, catering to daily commuting and short to medium-distance travel [3] Group 2: Intelligent Features - The Sea Lion 06 comes standard with BYD's Tian Shen Eye C-auxiliary driving system (DiPilot 100), which supports high-speed navigation assistance and full-scene intelligent parking assistance, significantly enhancing driving safety and convenience [3] - The high-end intelligent cockpit version, DiLink 100, provides personalized user experiences, including ONE ID settings and mobile NFC car key functionalities, meeting diverse user needs for smart travel [3] Group 3: Brand Strategy - The Sea Lion 06 is a key component of BYD's brand strategy, focusing on youthfulness and innovation, with a distinct new energy gene and a youthful product positioning [3] - BYD's Ocean Network has achieved cumulative sales exceeding 5.2 million units, with the Seagull model alone surpassing one million units in sales [3]

Core Insights - BYD has surpassed Tesla in sales in key European markets such as the UK and Germany, marking a significant shift in the European automotive landscape [1][2] - The overall export of Chinese automobiles, particularly electric vehicles (EVs), has seen substantial growth, with a notable increase in the export of new energy vehicles [3][4] - The strategy of Chinese automotive companies is evolving from merely exporting vehicles to establishing localized production and supply chains in foreign markets [4][5] Summary by Category Sales Performance - In April, BYD's electric vehicle sales in Europe reached 7,231 units, a 169% year-on-year increase, while Tesla's sales fell by 49% to 7,165 units [2] - In July, BYD's sales in the UK and Germany were 3,184 and 1,566 units respectively, with Germany experiencing a nearly 390% year-on-year growth [2] Export Growth - In the first half of the year, China exported 3.083 million vehicles, a 10.4% increase year-on-year, with 1.06 million of those being new energy vehicles, reflecting a 75.2% increase [1][3] - The export of new energy passenger vehicles reached 1.011 million units, up 71.3% year-on-year, with plug-in hybrids and hybrids becoming new growth points [3] Strategic Shift - Chinese automotive companies are transitioning from "going out" to "going in," focusing on local production and establishing a presence in foreign markets [4] - BYD's new factory in Brazil, with a planned capacity of 150,000 vehicles, aims to create 20,000 local jobs and foster local supply chain partnerships [4] - New entrants like XPeng and Leap Motor are also exploring localized production, with XPeng launching its first overseas production project in Indonesia [5]

Group 1 - BYD's Ocean Network sold 179,500 vehicles in July [1] - The sales breakdown includes 46,850 units of the Seal series, 44,989 units of the Seagull, 31,827 units of the Sea Lion series, 25,596 units of the Song Plus series, and 19,865 units of the Dolphin [1]

Group 1 - BYD's Ocean Network sold 179,512 vehicles in July, representing a year-on-year increase of 17.5% [1] - Cumulative sales exceeded 5.4 million vehicles [1] - The sales breakdown for July includes: 46,850 units of the Seal series, 44,989 units of the Seagull, 31,827 units of the Sea Lion series, 25,596 units of the Song PLUS series, and 19,865 units of the Dolphin [1]

Core Viewpoint - BYD's Ocean Network achieved significant sales in July, indicating strong demand for its electric vehicles [1] Sales Performance - Total sales for BYD's Ocean Network in July reached 179,500 units [1] - The sales breakdown includes: - Seal series: 46,850 units - Seagull: 44,989 units - Sea Lion series: 31,827 units - Song Plus series: 25,596 units - Dolphin: 19,865 units [1]

Group 1 - The core point of the article highlights BYD's strong sales performance in July, with a total of 179,500 vehicles sold [1] - The sales breakdown includes 46,850 units of the Seal series, 44,989 units of the Seagull, 31,827 units of the Sea Lion series, 25,596 units of the Song Plus series, and 19,865 units of the Dolphin [1]

Core Viewpoint - The article discusses the launch of BYD's new mid-size SUV, the Sea Lion 06, and its potential to become a popular model in the Ocean Network lineup, following the success of previous models like the Seagull and Song PLUS [2][18]. Group 1: Product Launch and Features - The Sea Lion 06 was officially launched on July 24, with a price range of 139,800 to 163,800 yuan, offering both plug-in hybrid and pure electric versions [2][3]. - The vehicle features two battery capacities for the plug-in hybrid version, with electric-only ranges of 121 km and 170 km, and a combined range of up to 1,670 km [4]. - The pure electric version is built on the e-platform 3.0 Evo, with a maximum power output of 180 kW for the rear-wheel drive version and 290 kW for the all-wheel drive version [4]. - The Sea Lion 06 boasts a low energy consumption of 12.5 kWh per 100 km and can be charged to 80% in just 18 minutes, promoting a "one charge a week" convenience [5][4]. Group 2: Technical Specifications and Safety - The Sea Lion 06 emphasizes space, intelligence, and safety, with a body size of 4,810 mm x 1,920 mm x 1,675 mm and a wheelbase of 2,820 mm, providing ample passenger and cargo space [11]. - The vehicle's body is constructed with 76.6% high-strength steel and includes a three-stage frontal protection system for enhanced safety during accidents [11]. - It is equipped with advanced safety features such as automatic emergency braking, lane departure assistance, and blind spot monitoring, along with a unique tire stability control system [11][12]. Group 3: Market Positioning and Competition - The Sea Lion 06 aims to capture a share of the 100,000 to 200,000 yuan SUV market, complementing existing models like the Sea Lion 05 and Sea Lion 07 [16][18]. - The Ocean Network has seen significant growth, with over 1 million units delivered in the first half of the year, marking a 38.98% increase year-on-year [15]. - The Sea Lion 06 will face stiff competition from over 100 existing SUV models, including popular competitors like Leap Motor's C11 and C10, which have already established a strong market presence [18].

Core Insights - Chinese automotive brands are expanding globally, with increasing sales and a shift from domestic to international markets [1][2][3] - The export volume of Chinese automobiles reached 3.083 million units in the first half of this year, marking a 10.4% year-on-year increase [1][2] - The growth in exports is driven by the rapid development of new energy vehicles (NEVs), which saw a 75.2% increase in exports to 1.06 million units in the first half of the year [2][3] Export Growth Momentum - China's automotive exports are projected to reach 3.111 million units in 2022, 4.91 million in 2023, and 5.859 million in 2024, with the export contribution to total sales rising from 11.5% to 18.6% [2] - NEVs are a significant factor in boosting exports, with strong performance in both plug-in hybrid and electric vehicles [2][3] Global Market Expansion - Chinese automakers are accelerating their global presence, with companies like BYD and Chery expanding their manufacturing and sales networks across multiple continents [4][5] - BYD's overseas sales exceeded 470,000 units in the first half of the year, a 132% increase, with expectations to surpass 800,000 units in 2025 [4] Diversified Export Models - The export strategies of Chinese automotive brands are becoming increasingly diverse, including local manufacturing, joint ventures, and brand acquisitions [7][8] - Companies are focusing on localizing production to enhance competitiveness and reduce logistics costs [7][8] Long-term Strategic Considerations - The transition from merely exporting vehicles to establishing localized operations is crucial for Chinese automakers [9][10] - Companies are advised to deepen local integration, manage risks effectively, and build resilient ecosystems to support global operations [9][10]