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 ...

不奇怪。 这是中国新能源汽车龙头、电动化一哥，中国汽车"换道超车"的技术旗帜。 但这位可能的院士，不是王传福，而是—— 比亚迪的一号工程师、首席科学家，王传福造车的"左膀右臂"： | | | 机械与运载工程学部68人 | | | | --- | --- | --- | --- | --- | | 序号 | 姓名 | 出生年月 | 工作单位 | 提名人/提名渠 道 | | 1 | 陈善广 | 1962年12月 | 中国载人航天工 程办公室 | 周建平 | | 2 | 陈新 | 1960年2月 | 广东工业大学 | 谭建英 | | 3 | 陈勇 | 1967年8月 | 中国商用飞机有 限责任公司 | 吴光辉 | | 4 | 崔平远 | 1961年11月 | 北京理工大学 | 中国科协 | | 5 | 邓景辉 | 1965年7月 | 中国直升机设计 研究所 | 曹喜演 | | ર | 丁水汀 | 1967年11月 | 中国民航大学 | 尹泽勇 | | 7 | 董瑶海 | 1966年3月 | 中国航天科技集 闭有限公司额八 | 号 · 智能手参 | | 20 | 雷丙旺 | 1966年6月 | 内蒙古北方重工 | 蒋 ...

Group 1 - The core viewpoint of the report is a recommendation for BYD (002594.SZ) based on its strong performance in high-end vehicle capabilities and brand development [2] - High-end models demonstrate off-road, wading, sand slope, and track capabilities, showcasing the technical value of the vehicles [2] - The leadership change in Tengshi is expected to strengthen the systematic construction of the brand [2] Group 2 - The report emphasizes the reaffirmation of the high-end strategy, driven by technology with three models: Tengshi, Fangchengbao, and Yangwang [2] - Potential risks include lower-than-expected sales in the automotive industry and for new models, as well as the impact of EU tariffs on overseas sales and profits [2]

Core Viewpoint - BYD announced a total sales figure of 344,296 vehicles in July, with cumulative sales reaching 2,490,250 vehicles from January to July 2025, and total new energy vehicle sales exceeding 13 million units [1] Sales Breakdown - The Ocean and Dynasty series of BYD sold a total of 315,136 vehicles in July [1] - The Fangchengbao series recorded sales of 14,180 vehicles [1] - The Tengshi series sold 11,375 vehicles, while the Yangwang series had sales of 339 vehicles [1] - Cumulative overseas sales of passenger cars and pickups reached 550,264 vehicles [1]

Industry Environment - Chinese companies' overseas expansion has shifted from "business supplement" to "business necessity," emphasizing the importance of local adaptation, brand building, and talent development [2] - The global trade environment remains tense, particularly affecting the solar industry, with a significant decline in exports to the U.S. and Europe, while Southeast Asia shows growth in component exports [3][4] - The cultural products sector is experiencing rapid growth in overseas markets, with digital content and gaming becoming key areas for international competitiveness [5] - The food and beverage market in Indonesia and Thailand shows strong consumer demand, with significant market sizes of nearly $50 billion and $40 billion respectively [6] - The gaming and esports industry is rapidly developing, with policies supporting international expansion and a notable increase in overseas sales revenue [7] Key Brand Dynamics - LABUBU, a trendy toy IP, exemplifies the successful global expansion of Chinese creative products, with significant growth in overseas markets [15] - iFLYTEK has established a global presence with its AI products, achieving substantial revenue growth and expanding its international market reach [17] - BlueFocus plans to go public in Hong Kong, focusing on AI development and international business expansion, despite low profit margins [18] - BYD has seen remarkable sales growth in Europe and Asia, surpassing Tesla in several markets, showcasing its strong global competitiveness [19] - Junlebao is enhancing its international image and product quality to address challenges in the dairy industry as it expands overseas [21] - Anjoy Foods is launching an IPO to optimize its supply chain and expand its global footprint, with a significant market share in the frozen food sector [22] - Haitian Flavor Industry's IPO faced challenges due to market concerns over its revenue structure, highlighting the need for successful overseas market penetration [23] - Meituan is expanding its instant retail strategy internationally, leveraging its existing infrastructure and local partnerships to enhance its global presence [26] - YI Technology has achieved significant market share in the global camera industry through innovation and a strong international strategy [27]

Group 1 - BYD achieved the highest sales in June and the first half of 2025, with total sales of 383,000 units in June and 2.146 million units in the first half, making it the only company to exceed 2 million units [1][3] - The Dynasty and Ocean series contributed significantly to BYD's success, selling 1.972 million units, securing the top brand sales position [3] - BYD's technological advancements include over 1 million vehicles equipped with the "Heavenly Eye" intelligent driving system, and the popularity of the Super e-platform, with models like Han L and Tang L consistently selling over 10,000 units per month [6] Group 2 - The high-end brands of BYD, including Fangchengbao, Tengshi, and Yangwang, sold a total of 142,000 units in the first half, marking a year-on-year growth of over 69% [6] - The overseas market showed remarkable growth, with sales reaching 472,000 units in the first half, a 132% increase compared to the previous year, surpassing total sales from the previous year [6] - BYD's commercial vehicle segment also performed well, exporting 2,082 new energy buses, a 45% increase year-on-year, capturing a market share of 27.29% [6]

Core Insights - The Chinese automotive market has shown strong performance in the first half of 2025, with retail sales of narrow passenger cars reaching 10.901 million units, a year-on-year increase of 10.8% [1] - Domestic brands have captured a significant market share of 64%, indicating their dominance in the Chinese market [1] - BYD leads the sales chart with 2.146 million units sold, while Geely has seen a remarkable growth rate of 47% year-on-year [1][12] - New energy vehicle sales are on the rise, with companies like Leap Motor and XPeng showing significant growth [1][19] Group 1: Overall Market Performance - As of June 2025, the cumulative retail sales of narrow passenger cars in China reached 10.901 million units, reflecting a 10.8% increase compared to the previous year [1] - Domestic brands have increased their market share to 64%, solidifying their position in the market [1] - BYD has achieved a sales volume of 2.146 million units, maintaining its position as the top seller [12] - Geely's sales have surged by 47%, prompting the company to raise its annual sales target to 3 million units [1][12] Group 2: Performance of New Energy and Emerging Brands - Leap Motor has emerged as a leader among new energy vehicle manufacturers, with monthly sales nearing 50,000 units [1] - XPeng has also shown impressive growth, selling more vehicles in the first half of 2025 than in the entire previous year [1] - The new energy vehicle segment is experiencing rapid growth, with companies like BYD and Geely leading the charge [12][19] Group 3: Traditional Automakers' Performance - Some traditional automakers are showing signs of recovery, with brands like FAW-Volkswagen and SAIC Volkswagen reporting positive year-on-year growth [1][9] - FAW Toyota has seen a significant increase of 16% in sales, indicating a rebound in the joint venture segment [1][9] - However, brands like GAC are struggling, with a decline in sales, highlighting the challenges faced by traditional automakers [1][9] Group 4: Export Performance - SAIC has become a leader in overseas sales, with 494,000 units sold, accounting for nearly 25% of its total sales [10] - Changan has also made strides in international markets, with overseas sales exceeding 300,000 units, a growth of over 45% [10] - GAC has reported a 45.6% increase in overseas sales, completing 55% of its annual export target [10]

Core Insights - BYD's total sales in 16 European countries surpassed Tesla's in May 2025, with a total of 10,199 vehicles sold in key markets including the UK, France, Germany, Italy, and Spain, leading Tesla by 6,619 vehicles [1][3] - The company's overseas sales reached a record high of 88,640 vehicles in May, representing a year-on-year growth of 133.6%, while the export volume from January to May reached 374,200 units, up 112.3% year-on-year [3][5] Group 1: Sales Performance - In the UK, BYD's May sales surged by 408% year-on-year to 3,025 vehicles, while Tesla's sales dropped by over 45% [5] - In Germany, BYD's sales in May reached 1,857 vehicles, an increase of 824% year-on-year, surpassing Tesla for two consecutive months [5] - In Italy, BYD sold nearly 2,000 vehicles, leading Tesla's 850 vehicles, while in Spain, BYD's sales of 2,434 vehicles were three times that of Tesla [5] Group 2: Market Expansion Strategies - BYD overcame initial challenges in the UK by increasing dealer engagement, conducting product test drives, and developing localized marketing strategies, resulting in a significant increase in dealer partnerships [9] - In France, BYD's local sales team utilized test drives to improve consumer trust in "Chinese manufacturing," leading to higher conversion rates [9] - Since entering Europe in early 2021, BYD's annual registrations have skyrocketed from just over 1,000 to nearly 60,000 in 2024, marking a growth of nearly 60 times [10] Group 3: Global Market Presence - BYD's success is not limited to Europe; in the Asia-Pacific region, the company has also outperformed Tesla in markets such as Singapore, Malaysia, Thailand, and Japan [10] - In Singapore, BYD has maintained its position as the top-selling passenger car brand for the first five months of the year [10] - The company has also launched its high-end brand, Tengshi, in Malaysia, achieving sales of 1,148 vehicles in May [10] Group 4: Technological and Strategic Advancements - BYD's global expansion has been supported by overcoming various challenges, including tariff barriers and production capacity issues, through establishing overseas factories and optimizing logistics [11] - The company has received international recognition for its advanced technologies, such as DM Super Hybrid and MW Flash Charging, which have contributed to its competitive product matrix [11][12] - BYD's recent launch of the Dolphin model in 15 European countries highlights its strategic entry into the small electric vehicle market, which is highly sought after by European consumers [11]

Core Insights - The core discussion at BYD's 2024 annual shareholder meeting focused on the company's core strategies and future development, particularly in smart driving and international expansion [1] Group 1: Smart Driving and Safety - Wang Chuanfu emphasized the importance of safety in the development of smart driving technologies, aligning with recent national regulations that support the long-term health of the automotive industry [3] - BYD has launched several advanced technologies this year, including the "Tianshen Eye" smart driving assistance system and the "Lingyuan" smart vehicle-mounted drone system, indicating a strong focus on both electrification and smart technology [3] - The company plans to leverage its workforce of 130,000 engineers to address technical pain points and introduce new technologies in the coming years [3] Group 2: Internationalization and Brand Premiumization - Wang Chuanfu outlined the internationalization strategy, noting that BYD's products and technologies are well-received in various overseas markets, with expectations for continued monthly sales growth [3] - In May, BYD's overseas sales of new energy passenger vehicles and pickups reached 89,000 units, reflecting a year-on-year increase of 133.6% [3] - The premiumization strategy is highlighted by the importance of the Tengshi brand, which aims to integrate advanced technology with emotional value, marking a critical battle for BYD [4] Group 3: Long-term Vision and Commitment - Wang Chuanfu expressed a commitment to long-termism, stating that BYD aims to use green technology for sustainable development and will focus on self-promotion rather than disparaging competitors [4] - The company acknowledges short-term pressures but remains dedicated to innovation and positive contributions to the industry [4]

未来三年有一系列智能化技术发布。 王传福称，燃油车时代，丰田等车企的地位是无法撼动的；而在另一场时代里面，绿色发展时代，传统 资源不能支撑全球可持续发展的时候，是需要变革的，行业需要重新洗牌，洗牌顺序是谁，并不重要， 但变革肯定要发生。 关于比亚迪腾势等高端品牌，王传福称，腾势的产品一直有做极致安全测试，比如复杂的弯道；另外， 大家知道爆胎影响安全，爆胎虽然很少发生，但是会有可能碰到，也需要不断测试；如果驾驶者在高速 行驶遇到障碍物，转弯避让能不能让汽车保持稳定也关系到安全。 "我也开腾势的车，急转弯的时候，我的车比别的车稳定，响应速度更快，"王传福称，在极限的测试 中，电动车这方面比燃油车的反应速度更快，这让比亚迪高端品牌车主在高速上，会比开其他车信心更 足，而对工程师和营销团队来说，需要更多把这种故事讲出来。 "国外汽车价格比较稳定，"出海业务方面，王传福说，上个月出海大约9万辆车，今年数据会很好，会 实现逐月提升，这些从全球各地汽车注册量都可以查到。正如2020年国内市场进入爆发期一样，海外也 逐步进入爆发期，出海战略跟高端战略一样，是未来发展关键。具体来说，海外某些地方的高端化甚至 比国内发展更快，尤 ...