Core Viewpoint - BYD's impressive performance in the first half of the year is largely driven by overseas sales, which have seen significant growth despite increasing domestic competition [2][4]. Group 1: Sales Performance - From January to July, BYD's passenger car sales reached 2.4543 million units, a year-on-year increase of 25.99% [2]. - Overseas sales of BYD's passenger cars and pickups reached 550,300 units, a year-on-year increase of over 130%, contributing more than 60% to the overall sales growth [2][4]. - In July alone, BYD achieved overseas sales of 80,200 units, accounting for 23.51% of its monthly performance [2]. Group 2: Market Expansion - BYD's strategy includes stable sales in existing markets and explosive growth in new markets, with Indonesia showing a staggering year-on-year increase of 1142% [4][5]. - Other countries with significant sales growth include Turkey, the UK, Spain, Germany, Italy, Norway, and Portugal, all exceeding 100% growth [5][6]. Group 3: Management Insights - BYD's overseas business is managed by three executives, focusing on different regions: Li Ke for Europe and America, Liu Xueliang for Asia-Pacific, and Huang Xuezhi for the Middle East and Africa [6]. - Liu Xueliang emphasizes the importance of building brand trust through years of operation in various countries, particularly in the electric bus sector, which has laid a solid foundation for passenger car sales [7][10]. Group 4: Strategic Goals - BYD aims for sustainable growth rather than just rapid sales increases, focusing on establishing a strong brand presence in international markets [10][12]. - The company is committed to a long-term vision, prioritizing the establishment of trust and quality service over immediate sales figures [12][24]. Group 5: Competitive Landscape - BYD faces significant competition from Japanese and Korean automakers in the Asia-Pacific region, which are well-established and have a conservative consumer base [20][26]. - The company is actively working to improve its brand image and consumer perception of Chinese brands in international markets [33][34]. Group 6: Future Outlook - BYD is expanding its production capabilities in various countries, including Cambodia and Pakistan, to enhance local manufacturing and sales [28][29]. - The company is also exploring the establishment of R&D centers in overseas markets to better tailor products to local consumer needs [30].

大多数人，没看到比亚迪上半年业绩真正"凶猛"之处。 今年1~7月，比亚迪乘用车销量达245.43万辆，同比增长25.99%（去年同期销量增幅为29.07%）。虽然整体增长尚可，但国内市场竞争加剧，仍在对其产生 销量压力。 海外市场，在这个节骨眼上成为了支撑比亚迪销量数字继续增长的动力：今年1～7月，比亚迪乘用车及皮卡海外销量55.03万辆，同比增长超130%；以此计 算，出口贡献了比亚迪整体乘用车销量增量的超过60%。其中7月，比亚迪实现了8.02万辆的海外乘用车及皮卡销售成绩。出口销量在单月业绩中的占比达 到了23.51%。 即便按照每月8万辆销量的预估，比亚迪原定全年80万辆的出口目标，将在11月初就提前实现。全年出口销量有望向95万辆发起冲击，也让比亚迪有了在 2025年底冲击自主车企出口新冠军的可能性。 | 国家(28国) | | BLPD HT B | 人腾势 | 集团合计 | | 单位:辆 | 集 | | --- | --- | --- | --- | --- | --- | --- | --- | | 0 | 巴西 | 23360 | 1 | | | 23360 | | | 泰国 | | 195 ...

以丰田、本田为代表的日本汽车产业仍然焦虑，一方面是担心当地因为利率上升等因素对汽车总需求 有所下降。另一方面在泰国决心推动电动车发展之际，中国车企正积极实施本土化战略、更多受益于 这股顺风。 比亚迪泰国独家经销商是 Rever Automotive，后者是泰国著名汽车经销集团 Siam Motors Group 实控 家族成员设立的公司；上汽与泰国最大私营公司卜蜂集团合作。 中国车企与泰国更深的合作还在推进。长城汽车已经在泰国运营两条生产线，上汽要建新能源产业 园、还要带一部分产业链公司过去，比亚迪 2022 年 9 月签署土地认购协议、当地生产当地销售只是 时间问题。 在泰国，比亚迪挑战丰田 今年秋天，日本和东盟很可能首次在政府层面共同制定汽车生产和销售战略，而不是让各车企独自在 东盟地区开展业务。截至目前，日本政府拟加码产业政策的动机也比较清楚：为了应对在东盟存在感 迅速扩大的中国车企。 在泰国，比亚迪挑战丰田 Temu、Shein 合规压力变大 拼多多发起的《出道吧！科技小院》开播 上海伊势丹百货关门，一个消费时代的结束 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 据市场研究公司 Marke ...