【真灼机构观点】比亚迪:后续看出口

真灼财经12-04 18:43

比亚迪 $比亚迪股份(HK|01211)$ 于 2025 年 11 月的新能源汽车销量达到 480,186 辆，而去年同期销量为 506,804 辆。今年累计总销量已达 418.20 万辆，较去年累计的 375.73 万辆增长了 11.30% 。公司年初至今的总销量为 420 万辆，预计其经修订的全年销售目标 460 万辆应可达成。此外，公司 11 月新能源汽车动力电池及储能电池装机总量...

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。海外市场前五大贡献国为印尼、巴西、澳洲、德国和英国 。展望未来，尽管市场对明年电动车销售的预期较为看淡，但机构对比亚迪仍维持正面看法 。主要基于公司计划发布新功能，以及其在较具韧性的大众市场细分领域的主导地位 。预计出口业务将在未来 2-3 年内门店数量翻倍，并推出六款新车型 ，估计 2026 年出口量可达到约 150万辆。来源：凯基证券","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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; 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