比亚迪(002594) - 2025年11月7日投资者关系活动记录表
2025-11-11 10:24

Sales Performance - Cumulative sales from January to October reached 3.7 million vehicles, a year-on-year increase of 13.9%, maintaining the position as the global leader in electric vehicle sales [1] - Overseas sales of passenger cars and pickups reached 785,103 units from January to October, a significant increase of 135% [1] - Sales of high-end brands (Fangchengbao, Tengshi, and Yangwang) totaled 275,263 units from January to October, reflecting a growth of 91% [1] Product Development and Innovation - The launch of the Fangchengbao Titanium 7 on September 9, featuring unique design and spaciousness, achieved over 20,000 units sold in its first month with an average transaction price exceeding 210,000 [2] - The Tengshi N8L, a luxury SUV, was launched on October 28, equipped with advanced technology and high-quality materials [2] - The Yangwang U9 Xtreme set a record on the Nürburgring, achieving "fastest lap and speed" [2] Energy Storage Business - The company has developed a comprehensive energy storage solution across various applications, including commercial, residential, and industrial sectors [2] - As of October 2025, the total installed capacity of the company's power batteries and energy storage batteries exceeded 230 GWh, marking a year-on-year increase of over 55% [3] - The Bollingstedt energy storage project in Germany, with a capacity of 103.5 MW and 238 MWh, can supply green electricity for 170,000 households for two hours [3] International Expansion - BYD debuted the K-EV at the Tokyo Motor Show on October 29, introducing its first plug-in hybrid model in Japan [4] - The company entered the top ten in Japan's imported car brand sales, with monthly registrations surpassing 400 units [4] - From January to October, overseas sales of passenger cars and pickups reached 785,103 units, reflecting a growth of 155.5% [5] Strategic Considerations - The company is focusing on technological innovation to enhance manufacturing capabilities and is actively exploring the robotics sector [6] - Collaborations with leading enterprises in the robotics field are being pursued to leverage resources and improve business efficiency [6]