记者丨焦文娟 编辑丨张明艳 四年后，他带领团队推出全球首款不依赖专业充电站的双模电动车F3DM，实现了插电混动从概念到量 产的关键跨越。彼时，全球掌握双模技术的企业仅有通用、丰田和比亚迪三家。但前两者的纯电续航只 有约25公里，而比亚迪F3DM已达100公里，这一关键差异，不仅确立了比亚迪"以电为主"的混动技术 路线，更让中国车企在新能源核心技术领域实现对国际巨头的弯道超车。 此后十余年间，廉玉波主导的DM技术持续迭代，插混系统逐渐成为比亚迪的技术标签，也推动其站上 混动领域的主流位置。从2020年到2023年，比亚迪插混车型销量从4.8万辆跃升至143万辆，增长约30 倍。 值得注意的是，插混技术路线正成为中国新能源汽车产业参与全球竞争的核心优势之一。乘联分会数据 显示，2025 年 1-9 月，中国新能源车出口中，插混和普混车型已替代纯电车型成为新增长点，其中插 混皮卡在商用车出口中表现尤为突出。 廉玉波的当选，一定程度上证明了插电混动技术路线对中国汽车工业实现换道超车的战略价值。 对比亚迪而言，这无疑是近期的重磅利好消息。在行业竞争加剧与增长压力并存的背景下，廉玉波的当 选进一步强化了比亚迪"技术为王" ...

Core Insights - The election of BYD's executive vice president Lian Yubo and CATL's chief scientist Wu Kai as academicians of the Chinese Academy of Engineering marks a significant milestone, as it is the first time that leaders from the new energy vehicle industry have been recognized in this capacity, breaking the norm of previous academicians coming from universities and research institutions [1][4] Group 1: Key Figures and Achievements - Wu Kai is recognized for his foundational work on CATL's key products, such as the Kirin battery and the Shenzhou supercharging battery, which have set the technical limits for global power batteries in terms of energy density and charging speed [1] - Lian Yubo's career trajectory showcases a cross-disciplinary approach, having transitioned from aircraft manufacturing to leading the development of electric platforms at BYD, making him a pivotal figure in the company's technological output [1][3] Group 2: Technological Advancements - Under Lian Yubo's leadership, BYD launched the world's first dual-mode electric vehicle, the F3DM, which achieved a significant milestone in plug-in hybrid technology, offering a pure electric range of 100 kilometers, surpassing competitors like GM and Toyota [2][3] - The continuous iteration of BYD's DM technology has established it as a key identifier for the company, with plug-in hybrid vehicle sales skyrocketing from 48,000 units in 2020 to 1.43 million units in 2023, representing a growth of approximately 30 times [3] Group 3: Industry Impact - The election of these two academicians reflects the comprehensive technological breakthroughs across China's new energy vehicle industry, from core components to vehicle manufacturing, aligning with the global automotive industry's transformation towards carbon neutrality [4]

Core Insights - The election results for the 2025 Chinese Academy of Sciences and Chinese Academy of Engineering academicians were announced, with key figures from the new energy vehicle (NEV) industry, including BYD's Lian Yubo and CATL's Wu Kai, being elected as academicians, marking a significant shift in representation from traditional academia to industry leaders [1][3]. Group 1: Key Figures and Their Contributions - Wu Kai, as the chief scientist at CATL, is recognized for his foundational work on core products like the Kirin battery and the Shenzhou supercharging battery, which have set global standards for energy density and charging speed in power batteries [1][3]. - Lian Yubo's career reflects a cross-disciplinary approach, transitioning from aircraft manufacturing to leading electric vehicle technology development at BYD, where he has been pivotal in establishing the company's early electric vehicle technology framework [1][2]. Group 2: Industry Impact and Growth - Lian Yubo's election underscores the strategic value of plug-in hybrid technology in enabling China's automotive industry to achieve competitive advantages over international giants, with BYD's plug-in hybrid vehicle sales skyrocketing from 48,000 units in 2020 to 1.43 million units by 2023, representing a growth of approximately 30 times [2][3]. - The rise of plug-in hybrid technology is becoming a core competitive advantage for China's NEV industry, with data indicating that plug-in and hybrid models have replaced pure electric vehicles as the new growth point in exports during the first nine months of 2025 [2][3].

四年后，他带领团队推出全球首款不依赖专业充电站的双模电动车F3DM，实现了插电混动从概念到量 产的关键跨越。彼时，全球掌握双模技术的企业仅有通用、丰田和比亚迪三家。但前两者的纯电续航只 有约25公里，而比亚迪F3DM已达100公里，这一关键差异，不仅确立了比亚迪"以电为主"的混动技术 路线，更让中国车企在新能源核心技术领域实现对国际巨头的弯道超车。 此后十余年间，廉玉波主导的DM技术持续迭代，插混系统逐渐成为比亚迪的技术标签，也推动其站上 混动领域的主流位置。从2020年到2023年，比亚迪插混车型销量从4.8万辆跃升至143万辆，增长约30 倍。 值得注意的是，插混技术路线正成为中国新能源汽车产业参与全球竞争的核心优势之一。乘联分会数据 显示，2025 年 1-9 月，中国新能源车出口中，插混和普混车型已替代纯电车型成为新增长点，其中插 混皮卡在商用车出口中表现尤为突出。 11月21日，2025年中国科学院、中国工程院院士增选结果揭晓。比亚迪执行副总裁、汽车工程研究院院 长廉玉波，宁德时代首席科学家吴凯当选中国工程院院士。值得关注的是，这是中国工程院院士首次出 现新能源汽车产业链企业技术负责人的身影，打破了 ...

Core Insights - The chairman of CATL, Zeng Yuqun, stated that the new energy industry is transitioning from "localized breakthroughs" to a "global incremental era" [1][3] - CATL plans to establish 1,000 battery swap stations by the end of the year, with a global expansion target of 30,000 stations [1][5] - In the first three quarters of 2025, China's lithium battery exports reached nearly 200 GWh, with CATL contributing nearly 60% [1][3] Group 1: Industry Achievements and Future Strategy - Zeng Yuqun highlighted the achievements of the Chinese new energy industry over the past decade, emphasizing the role of electric vehicles, lithium batteries, and photovoltaics as new export pillars [3] - The total export value of the "new three items" exceeded 900 billion yuan, with lithium batteries contributing nearly 400 billion yuan, accounting for over 40% [3] - CATL's global battery output reached nearly 200 GWh, creating approximately 150,000 jobs across 13 production bases, with the Yibin base alone employing 30,000 people [3][5] Group 2: Financial Performance and Production Capacity - In the first three quarters of 2025, CATL reported cumulative revenue of 283.1 billion yuan and a net profit of 49 billion yuan, maintaining strong growth [5] - The battery shipment volume was approximately 180 GWh, with energy storage batteries accounting for about 20%, and an annual production target of 730-750 GWh, representing a 40% year-on-year increase [5] - CATL's production capacity is expected to exceed 1 TWh by 2026 [5] Group 3: Technological Innovations and Global Expansion - CATL's fifth-generation lithium iron phosphate battery has achieved mass production, and its solid-state battery research and development is among the global leaders [6] - The company plans to mass-produce its second-generation sodium-ion battery by the end of 2025, with large-scale preparations for a 587 Ah cell for energy storage [6] - CATL's global production and research layout is advancing, with factories in Hungary, Germany, Spain, and Indonesia, and a market share of over 46% in the European power battery market [6][7] Group 4: Sustainability and Resource Recycling - CATL's resource recycling rates are impressive, with nickel-cobalt-manganese recovery at 99.6% and lithium recovery at 96.5% [6] - The company is actively involved in various energy storage scenarios, including grid-side peak shaving and frequency regulation, commercial distributed energy storage, and renewable energy systems [6]

11月18日，A股三大指数集体下跌，均录得日线三连跌。 沪指收跌0.81%报3939点，深证成指跌0.92%，创业板指跌1.16%，北证50指数跌2.92%。 全市场成交额1.95万亿元，较前一交易日增量156亿元，逾4100股下跌。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 000001 | mar | 3939.81 | -32.22 | -0.81% | | 创业板指 399006 | man | 3069.22 | -35.98 | -1.16% | | 深证成指 200001 | 3 | 13080.49 | -121.52 | -0.92% | 具体来看： 煤炭股跌幅居前，云煤能源、宝泰隆跌停，安泰集团跌超9%，陕西黑猫、郑州煤电跌超8%。国泰海通证券称，煤价继续上涨至830元/吨以上， 短期煤价超预期上涨或告一段落。10月份，规上工业原煤产量4.1亿吨，同比下降2.3%，但环比持平。从长期逻辑来看，本轮煤价上涨的核心原 因，是5月份以来煤炭行业供需格局发生根本性逆转。基于这一核心变化，煤炭价格中期向上的大趋 ...

A股三大指数今日集体下跌，均录得日线三连跌；截至收盘，沪指跌0.81%报3939点，深证成指跌0.92%，创业板指跌1.16%，北证50指数跌2.92%。全市场 成交额1.95万亿元，较前一交易日增量156亿元，逾4100股下跌。 | 涨幅榜 | 资金净流入 | 5日涨幅を | | --- | --- | --- | | 文化传媒 | 办公用品 | 互联网 | | +1.88% | +1.83% | +1.589 | | 软件 | 休闲用品 | 教育 | | +1.10% | +1.08% | +0.689 | 盘面上，煤炭板块下挫，云煤能源跌停；固态电池、麒麟电池板块走低，天际股份、璞泰来等多股跌停；氟化工板块回调，多氟多、天赐材料等多股跌停； 有机硅、钛白粉及钢铁等板块跌幅居前。另外，拼多多概念走高，光云科技20CM涨停；AI应用集体走高，Sora概念、Kimi概念及AI预料等涨幅居前，宣亚 国际、福石控股及视觉中国等多股涨停；文化传媒、小红书概念、盲盒经济及互联网服务等板块涨幅居前。(格隆汇) | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3939.81 | ...

Core Insights - The global energy transition is driving the growth of the new energy industry, with China leading in electric vehicles, lithium batteries, and photovoltaics, referred to as the "new three pillars" of exports [1] - CATL contributes nearly 60% of the global lithium battery export volume and has created approximately 150,000 jobs across its 13 production bases, with around 30,000 employees at the Yibin base alone [1] - Over 20 million new energy vehicles worldwide are equipped with CATL batteries, resulting in an annual carbon reduction of about 14 million tons [1] Group 1: Innovation and Technology - The company emphasizes innovation as the core driving force for industry growth, exploring new growth spaces through four dimensions: technological breakthroughs, scenario expansion, model innovation, and the construction of a "zero-carbon ecosystem" [2] - CATL has developed advanced battery technologies, including the fourth-generation lithium iron phosphate battery, which leads in high energy density, long lifespan, and high power compared to second and third-generation products [2] - The sodium-ion battery significantly reduces reliance on lithium resources and enhances safety and low-temperature performance, facilitating the adoption of new energy vehicles in northern high-latitude regions [2] Group 2: Market Expansion and Applications - CATL is expanding battery applications beyond passenger vehicles to commercial vehicles, electric ships, and electric aircraft, achieving historical highs in the penetration rate of new energy heavy trucks [2] - The company’s Tianxing battery has become the preferred choice for pure electric heavy trucks, and it has launched specialized high-strength versions for demanding conditions in mining and construction machinery [2] - Nearly 900 vessels equipped with CATL batteries are currently in operation in the electric shipping sector, and the company is making strides in low-altitude travel with its eVTOL aircraft [2] Group 3: Business Model and Sustainability - CATL is promoting a battery-as-a-service model through its "chocolate battery swap alliance," which has established coverage in 45 cities and aims to build 1,000 battery swap stations by the end of the year, with a future goal of 30,000 globally [3] - The company is actively pursuing integrated wind-solar-storage solutions and has established "zero-carbon models" in regions like Yibin, Hainan, Fujian, and Shandong [3] - CATL has achieved a nickel-cobalt-manganese recycling rate of 99.6% and a lithium recycling rate of 96.5%, and it has initiated a "Global Energy Recycling Program" in Europe to promote circular economy transformation [3]

Core Viewpoint - The 2025 World Power Battery Conference, themed "New Vision, New Ecology, New Opportunities," emphasizes the need for innovation as the core driving force for the industry to explore new growth spaces amid global energy transition challenges [1] Group 1: Technological Breakthroughs - The company has laid out diverse cutting-edge battery technologies, including the mass production of the fourth-generation lithium iron phosphate battery, which leads the industry in high energy density, long lifespan, and high power compared to second and third-generation products [1] - The fifth-generation product has begun mass production, achieving new breakthroughs in energy density and cycle life [1] - The ternary system is widely applied in the company's Qilin and Xiaoyao batteries due to its leading performance [1] Group 2: Resource Efficiency and Safety - Sodium-ion batteries, branded as "Sodium New," significantly reduce reliance on lithium resources while enhancing safety and low-temperature performance, facilitating the adoption of new energy vehicles in northern high-latitude regions [1] Group 3: Customization and Research - The Xiaoyao "dual-core" battery supports the free combination of multiple material systems, enabling battery customization [1] - Research and industrialization progress of solid-state batteries is also at the forefront globally [1]

Core Insights - The company has achieved significant advancements in battery technology, particularly with the mass production of its fourth-generation lithium iron phosphate batteries, which outperform mainstream second and third-generation products in energy density, lifespan, and power [1][3] - The fifth-generation product has recently begun mass production, achieving breakthroughs in energy density and cycle life [3] - The company emphasizes the importance of high-quality development and innovation in both technology and business models to adapt to the global energy transition and competitive landscape [1][4] Technology Advancements - The company maintains a leading position in ternary battery systems, widely applied in its Kirin and Xiaoyao batteries [3] - The upcoming "sodium-ion" battery, set to launch in 2025, aims to reduce reliance on lithium resources, enhance safety, and improve low-temperature performance, providing new pathways for electric vehicle adoption in northern regions [3] - The "Xiaoyao" dual-core battery allows for customizable battery solutions, catering to individual user needs [3] Business Model Innovation - The company is promoting a "vehicle-battery separation" model, transforming batteries from products into services [4] - The "Chocolate Battery Swap Alliance" has established a presence in over 40 cities, with plans to build 1,000 battery swap stations by the end of the year [4] - A collaboration with JD.com and GAC has led to the launch of a new vehicle that utilizes the latest high-temperature resistant battery technology, enhancing safety and longevity [4] Market Expansion - The company's batteries are expanding beyond passenger vehicles into commercial vehicles, electric ships, and electric aircraft [5][6] - In the commercial vehicle sector, the penetration rate of new energy heavy trucks has reached a historical high, with the company's Tianxing battery becoming the preferred choice for pure electric heavy trucks [6] - Nearly 900 electric ships equipped with the company's batteries are operational, and the company is involved in developing China's first pure electric passenger ship and a battery swap project for cargo ships [6] Sustainability Initiatives - The company is actively working on a zero-carbon ecosystem, integrating wind, solar, and storage solutions to create zero-carbon industrial parks [8] - It leads the formulation of national standards for battery recycling, achieving a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5%, both among the highest globally [8] - The company plans to launch a "Global Energy Circular Economy Plan" in Europe by 2025, collaborating with global partners to promote circular economy transformation [9]