全球电动车"销冠"易主 1月2日，特斯拉发布了2025年四季度和全年的汽车交付数据，两项数据均大幅下滑。数据显示，2025年第四季度，特斯拉新车交付量为418227辆，同比减 少16%。从2025年全年来看，特斯拉新车交付量为163.6万辆，较2024年同期（178.9万辆）减少约15万辆，同比下降8.6%，这也是特斯拉连续第二年新车 销售出现同比缩水。 分车型来看，特斯拉Model 3和Model Y两大主力车型2025年全年产量和交付量分别为1600767辆和1585279辆，销量同比下降了7%。包括Model S和Model X等在内的其他车型2025年全年交付量分别为53900辆和50850辆，较2024年全年（产量为85133辆、交付量为85133辆）均有大幅下滑。 1 | 2025 Q4 | Production 生产 | Deliveries 交付 | Subject to operating lease accounting 经营性租赁占比 | | --- | --- | --- | --- | | Model 3/Y | 422,652 | 406,585 | 3% | | 其他车型 | 1 ...

Core Insights - The recent selection of three private enterprise scientists as academicians of the Chinese Academy of Engineering signals a shift in China's technological innovation from academia to market-oriented applications, indicating a more pragmatic approach to resource allocation in technology [1][2][3] - The inclusion of these scientists, such as Lian Yubo from BYD and Wu Kai from CATL, highlights the significant contributions of private enterprises in key technological breakthroughs and the commercialization of innovations [1][2] Group 1: Recognition of Private Enterprises - The election of these academicians reflects the recognition of private enterprises' contributions to new productive forces, with statistics showing that private enterprises account for 70% of national technological innovation achievements and 80% of specialized "little giant" companies [2][3] - The new academicians are not only top scientists but also practical innovators who can transform technology into products, showcasing the importance of private enterprises in driving technological advancements [2][3] Group 2: Evolution of China's Innovation System - The addition of industry practitioners to the academician ranks indicates a shift in China's research evaluation criteria, moving from a focus on publications to valuing technological and industrial contributions [3] - The honor of being an academician serves as a form of "technical certification" for private enterprises, motivating their research and innovation personnel to strive for excellence [3] - The trend suggests that as private enterprises continue to innovate, more researchers from these backgrounds may achieve academician status, fostering a positive cycle of market-oriented research and high-quality economic development [3]

Core Insights - The recent election of three private enterprise scientists as academicians of the Chinese Academy of Engineering signals a shift in China's technological innovation focus from academic laboratories to market-oriented resource allocation [1][2][3] - The inclusion of these scientists, particularly from companies like BYD and CATL, highlights the growing importance of private enterprises in driving technological breakthroughs and industrial application [1][2] Group 1: Key Figures and Contributions - Lian Yubo, the chief scientist at BYD, is recognized for leading the development of transformative technologies such as blade batteries and DM hybrid technology, which have established a technological moat for the company [1] - Wu Kai from CATL is noted for his role in the development of the Kirin battery and the Shenzhou supercharging battery, achieving significant advancements in lithium-ion battery technology [1] - Huang Xianbo, CTO of Jinfat Technology, has made significant contributions in the field of polymer materials, focusing on environmentally friendly flame retardant materials and biodegradable plastics [2] Group 2: Implications for Private Enterprises - The election of these academicians reflects national recognition of the contributions of private enterprises to technological innovation, with private companies accounting for 70% of the country's technological innovation achievements [2] - The trend indicates that private enterprises will continue to play a crucial role in technological advancements and the commercialization of innovations [2][3] - The inclusion of industry practitioners in the academic community suggests a shift in research evaluation criteria, emphasizing practical contributions alongside traditional academic achievements [3]

Core Points - The Chinese Academy of Sciences and the Chinese Academy of Engineering announced the results of the 2025 academician election, with three experts from private enterprises being elected as academicians, marking a significant shift in representation from traditional academic institutions to industry leaders in the new energy vehicle sector [1] Group 1: Academicians from Private Enterprises - Lian Yubo from BYD, Wu Kai from CATL, and Huang Xianbo from Kingfa Technology were elected as academicians, highlighting the increasing recognition of contributions from private sector experts in engineering [1] - This election marks the first time that leaders from the new energy vehicle industry have been elected as academicians, breaking the previous norm where academicians predominantly came from universities and research institutions [1] Group 2: Profiles of Elected Academicians - Lian Yubo, born in 1964, is a senior engineer and has been instrumental in developing over 20 models and 100 variants of fuel and new energy vehicles at BYD since joining in 2004, contributing to the company's sales of 4.27 million vehicles [2][3] - Wu Kai, born in 1968, is the chief scientist at CATL and has led innovations in lithium-ion battery technology, achieving breakthroughs that have allowed for the domestic production of high-performance batteries, surpassing Japanese and Korean competitors [5][7] - Huang Xianbo, with a PhD in applied chemistry, has focused on high-performance materials for automotive applications and has contributed significantly to the development of functional polymer materials in China [8] Group 3: Significance of the Election - The election of these academicians reflects a broader trend of integrating industry expertise into the academic and research community, which is crucial for driving innovation and economic transformation in China [10] - The recognition of private sector contributions to science and technology is expected to enhance the collaboration between academia and industry, fostering a more robust innovation ecosystem [10]

Group 1 - Three experts from private enterprises were elected as academicians of the Chinese Academy of Engineering, including Lian Yubo from BYD, Huang Xianbo from Kingfa Technology, and Wu Kai from CATL [1][4][8] - Lian Yubo, the chief scientist and automotive chief engineer at BYD, has led the development of over 20 fuel and new energy vehicle models, contributing to BYD's strong position in the new energy vehicle sales rankings since 2016 [2][4] - Huang Xianbo, the chief technology officer at Kingfa Technology, has focused on high-performance automotive materials and has contributed significantly to the development of functional polymer materials in China [5][4] Group 2 - Wu Kai, who has served as the chief scientist at CATL, has a background in electrochemical energy storage technology and continues to lead research in this area after resigning from his position as vice president [8][9] - Kingfa Technology operates 64 subsidiaries and has established R&D and production bases in regions such as South Asia, North America, and Europe, providing services to over 1,000 well-known enterprises globally [5][7] - BYD's core technologies, including blade batteries and DM hybrid technology, are attributed to Lian Yubo's leadership and innovation efforts [2][4]

Group 1 - The 2025 election results for academicians revealed a total of 144 elected individuals, with 73 from the Chinese Academy of Sciences and 71 from the Chinese Academy of Engineering, highlighting a significant representation from enterprises [1] - Among the newly elected academicians, 22 are from central enterprises, and 3 are from private enterprises, indicating a notable presence of industry experts in the academic community [1] - The Chinese Academy of Engineering emphasized the alignment of the election process with national strategic needs and the importance of technological innovation in driving new productive forces [1] Group 2 - The election results reflect a shift in the talent and technology evaluation system, recognizing the contributions of individuals like Lian Yubo from BYD, who has played a crucial role in technological breakthroughs and industrial innovation [2] - The traditional model of enterprise-led technological innovation, driven by market demands, has both advantages and challenges, with high R&D costs being a significant hurdle for companies [2] - The majority of "enterprise academicians" come from strong central enterprises, with a need for continued policy support to sustain this trend, as government backing is critical for advanced technology research [3]

Group 1 - The 2025 election results for the Chinese Academy of Sciences and the Chinese Academy of Engineering revealed that 144 individuals were elected, with 73 from the Chinese Academy of Sciences and 71 from the Chinese Academy of Engineering [2] - A notable 22 out of the 71 newly elected Chinese Academy of Engineering academicians are from central enterprises, while 3 are from private enterprises, indicating a significant presence of industry professionals in the academic sphere [2] - The Chinese Academy of Engineering emphasized the importance of aligning the election process with national strategic needs and technological innovation to enhance productivity [2][4] Group 2 - The election results reflect a shift in the evaluation of talent and technology, recognizing the contributions of individuals like Lian Yubo from BYD, who has played a crucial role in technological advancements and market-oriented innovation [3] - Historically, corporate-led technological innovation has been market-driven, which has its advantages in terms of rapid technology validation but also poses challenges due to high R&D costs [3] - The trend of corporate academicians is primarily seen among strong central enterprises, with a need for continued policy support to sustain this momentum in technological research and innovation [4]

Core Points - BYD's chief scientist, Lian Yubo, has been elected as an academician of the Chinese Academy of Engineering, marking a significant recognition in the field of engineering science and technology in China [1][2][3] - Lian Yubo is recognized as the "technical soul" of BYD and has played a crucial role in the company's transition from traditional fuel vehicles to new energy vehicles [1][5] - The 2025 election of academicians included 71 individuals, with Lian Yubo being one of the notable figures in the new energy sector [2][5] Company Overview - Lian Yubo has been with BYD for over 20 years, leading the development of over 20 vehicle models and more than 100 products, significantly contributing to the company's success in the new energy vehicle market [5] - Under Lian's leadership, BYD has developed key technologies such as blade batteries, DM hybrid technology, CTB integrated body, and cloud rail systems, which are essential for the company's competitive edge in the industry [5] - In 2023, Lian Yubo was appointed as BYD's chief scientist, continuing to focus on the intelligent transformation of new energy vehicles while also serving as the chief engineer and director of the automotive engineering research institute [5] Industry Context - The election of Lian Yubo coincides with the recognition of other key figures in the new energy industry, such as Wu Kai from CATL and Huang Xianbo from Jinfat Technology, highlighting the importance of leadership in core technology areas including vehicle development, power batteries, and new materials [5]

Core Points - The Chinese Academy of Engineering announced the results of the 2025 academician election, with experts from several private enterprises, including BYD and CATL, successfully elected [1][10] - The total number of academicians in the Chinese Academy of Engineering now stands at 1002, including 148 foreign academicians [11] Group 1: BYD - Lian Yubo, the Chief Scientist and Chief Engineer of BYD, was elected as an academician. He has a background in aircraft manufacturing and has been with BYD since 2004, leading the development of over 20 vehicle models and 100 products, including the popular Dynasty series in the new energy vehicle market [1][4] - Lian Yubo has contributed significantly to the development of core technologies such as the blade battery and DM hybrid technology at BYD [4] Group 2: CATL - Wu Kai, the Chief Scientist of CATL, was also elected as an academician. He has a strong academic background with degrees from Shanghai Jiao Tong University and has been with CATL since 2011 [1][7] - Wu Kai's team has achieved significant breakthroughs in high-performance power batteries, including the invention of a "nano-rivet" reinforcement method and a new process for winding-type battery electrodes [7] Group 3: Jinfa Technology - Huang Xianbo, the Chief Technology Officer of Jinfa Technology, was elected as an academician. Jinfa Technology is a leading company in the field of polymer materials and has established multiple large-scale production bases for new materials [1][8] - Huang Xianbo has been with Jinfa Technology since 1997 and has played a key role in advancing domestic modified plastic technology [8]

Core Insights - The announcement of the 2025 Chinese Academy of Engineering academician list includes key personnel from two listed companies, CATL and BYD, highlighting their contributions to the battery industry [1] - Wu Kai, the chief scientist of CATL, has led significant innovations in lithium-ion battery technology, achieving breakthroughs in safety, energy density, and lifespan, surpassing Japanese and Korean competitors [1] - Lian Yubo, the chief scientist of BYD, has been instrumental in developing over 20 models of fuel and new energy vehicles, contributing to BYD's position among the top five global automakers [7][11] Company Contributions - Wu Kai's leadership at CATL has focused on aligning battery technology with national strategic needs, leading to the successful domestic production of ternary lithium batteries [1] - Wu Kai emphasizes the importance of maintaining China's leadership in the lithium battery industry by participating in the formulation of international standards [4] - Lian Yubo's work at BYD has resulted in the development of core technologies such as blade batteries and hybrid technology, which are crucial for the company's sales success [11] Industry Trends - The future direction of battery technology is shifting towards solid-state batteries, but liquid lithium batteries will continue to dominate for a considerable time [3] - Key areas for further development in liquid lithium battery technology include flexible production lines, battery recycling processes, green zero-carbon initiatives, and intelligent manufacturing [3]