2023年研发投入400亿元，年报透露比亚迪降价“底气”

金融投资报03-28

金融投资报记者陈雨禾2023年营收突破6000亿元，归母净利润达300亿元，车辆销售300万辆……作为国内新能源汽车龙头，比亚迪(002594)日前出炉的年报数据迅速引发市场关注。不仅如此，比亚迪创始人王传福透露的5月份将推出新混动技术，也成为市场热议的话题。蝉联全球新能源汽车销冠年报显示，2023年，比亚迪实现营业收入6023.15亿元，同比增长42.04%；实现归母净利润300.41亿元，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2422516545?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-03-28 18:42","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2422516545","market":"hk","top_or_hot":-1,"title":"2023年研发投入400亿元，年报透露比亚迪降价“底气”","media":"金融投资报","content":"<div>\n<p>金融投资报记者 陈雨禾2023年营收突破6000亿元，归母净利润达300亿元，车辆销售300万辆……作为国内新能源汽车龙头，比亚迪(002594)日前出炉的年报数据迅速引发市场关注。不仅如此，比亚迪创始人王传福透露的5月份将推出新混动技术，也成为市场热议的话题。蝉联全球新能源汽车销冠年报显示，2023年，比亚迪实现营业收入6023.15亿元，同比增长42.04%；实现归母净利润300.41亿元，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281847078b6d741b&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2023年研发投入400亿元，年报透露比亚迪降价“底气”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2023年研发投入400亿元，年报透露比亚迪降价“底气”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 18:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281847078b6d741b&s=b><strong>金融投资报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融投资报记者 陈雨禾2023年营收突破6000亿元，归母净利润达300亿元，车辆销售300万辆……作为国内新能源汽车龙头，比亚迪(002594)日前出炉的年报数据迅速引发市场关注。不仅如此，比亚迪创始人王传福透露的5月份将推出新混动技术，也成为市场热议的话题。蝉联全球新能源汽车销冠年报显示，2023年，比亚迪实现营业收入6023.15亿元，同比增长42.04%；实现归母净利润300.41亿元，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281847078b6d741b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1580","symbol_name":"烟草概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281847078b6d741b&s=b","article_id":"2422516545","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403281847078b6d741b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2422516545","pubTimestamp":1711622539,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"蝉联全球新能源汽车销冠年报显示，2023年，比亚迪实现营业收入6023.15亿元，同比增长42.04%；实现归母净利润300.41亿元，同比增长80.72%。销售数据方面，比亚迪2023年销售车辆302.4万辆，同比增长62%。此外，比亚迪2023年研发投入399.18亿元，占营业收入比例的6.63%，同比增加1.86个百分点。年报披露次日，比亚迪创始人王传福透露的一系列消息同样引发市场关注。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81211":"比亚迪股份-R","BK1580":"烟草概念","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1149":"通信设备","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1607":"新IT概念","002594":"比亚迪","SG9999002463.SGD":"LionGlobal China Growth SGD","BK1589":"北水核心资产","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK1515":"抗疫概念","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1594":"碳中和概念股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1539":"汽车股","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823426308.USD":"法巴中国股票基金","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0823414478.USD":"法巴经典能源转换基金","LU1861214812.USD":"Blackrock Future of Transport A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK1119":"汽车制造商","BK1504":"苹果概念","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1522":"燃料电池","LU0052750758.USD":"富兰克林中国基金A Acc","LU0823426480.USD":"法巴中国股票经典Dis","BK1610":"ETF&股票定投概念","LU0359201612.USD":"贝莱德中国基金A2","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1582":"深圳本地概念股","BYDDY":"比亚迪ADR","01211":"比亚迪股份","BK1540":"电池","00285":"比亚迪电子","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK1509":"特斯拉概念股"},"translate_title":"In 2023, the R&D investment was 40 billion yuan, and the annual report revealed that BYD's price reduction was \"emboldened\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"00285":1,"01211":1,"002594":0.6,"BYDDY":0.6},"content_text":"金融投资报记者 陈雨禾2023年营收突破6000亿元，归母净利润达300亿元，车辆销售300万辆……作为国内新能源汽车龙头，比亚迪(002594)日前出炉的年报数据迅速引发市场关注。不仅如此，比亚迪创始人王传福透露的5月份将推出新混动技术，也成为市场热议的话题。蝉联全球新能源汽车销冠年报显示，2023年，比亚迪实现营业收入6023.15亿元，同比增长42.04%；实现归母净利润300.41亿元，同比增长80.72%。销售数据方面，比亚迪2023年销售车辆302.4万辆，同比增长62%。年报指出，根据中汽协数据，2023年公司新能源汽车市占率进一步提升至31.9%，同比增长4.8个百分点，连续11年稳居中国新能源汽车销量龙头地位，蝉联全球新能源汽车销量冠军，并开创中国车企首次跻身全球销量前十的历史，成为首家达成这一成绩的中国车企。此外，比亚迪2023年研发投入399.18亿元，占营业收入比例的6.63%，同比增加1.86个百分点。年报披露次日，比亚迪创始人王传福透露的一系列消息同样引发市场关注。据报道，王传福在3月27日的2023年财报投资人沟通会上表示，将于5月推出第五代DM-i混动技术，馈电油耗降至2.9升/百公里，满油满电续航2000公里。在王传福看来，全球化需要车企选择“出海+本地化”的战略路径，在欧洲、南美洲、中东等地区，比亚迪与其他中国车企都需要将技术和本地化战略结合在一起，通过海外建厂形成国内与国际两大市场。将A级车门槛降至10万元内金融投资报记者注意到，就在2023年年报出炉当天，比亚迪还发布了一款新车，也是其首款搭载e平台3.0的A0级纯电SUV“元UP”，官方指导价为9.68万元—11.98万元，并同步推出了元气延保服务等六大上市权益。在市场人士看来，比亚迪借此次将A级车门槛拉低至10万元以内，也是其在价格战方面持续发力的又一“大招”。今年年初，吹响新能源汽车价格战号角的品牌正是比亚迪，且其率先开启降价的车型，也是在10万元级别的细分市场。春节过后，比亚迪推出“荣耀版”车型，将旗下新能源汽车秦Plus和驱逐舰05起售价降至7.98万元，带动新能源汽车向10万元以内市场进发。有关数据显示，比亚迪已推出15款荣耀版车型。方正证券认为，比亚迪荣耀版在2023年的销量占比达到87.7%。正因如此，有市场人士担忧，在比亚迪拉开价格战帷幕后的今天，元UP到底还拥有多少定价优势？机构看好中国新能源车企值得注意的是，比亚迪之所以拥有大手笔降价的底气，或也与其此前较高的毛利率有关。年报显示，比亚迪汽车业务毛利率达23.02%，比上年同期增加了2.63个百分点。不过，在今年以来的各种降价操作过后，也有机构对比亚迪的单车利润表示出一定程度的担忧。如交银国际证券近期就给出了“维持买入”的评级，但略微下调2024年—2025年的盈利预测，以此反映单车利润受压。不过，比亚迪的垂直供应链优势和定价权将持续领跑同行，而出口和高端化提速有望增厚利润。从二级市场股价表现来看，在比亚迪年报披露后，公司股价在3月27日、28日均出现下跌，跌幅分别为3.47%、1.70%。不过，比亚迪强调的“出海+本地化”战略，依然被部分机构看好。国联证券认为，比亚迪正在加速成长，内销领先，可以充分应对竞争，出口和高端化打开营收和业绩空间，逐步成为全球新能源车企龙头。海通国际则表示，在“出海”战略背景下，中国新能源车企将显著提升国际市场份额；同时，国内新能源汽车“大决战”将进入决定性阶段，中国品牌有望在未来3—5年内大幅蚕食合资品牌的市场份额。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422516545"}