比亚迪海外销量目标上调至160万，或超长城全球销量彰显出海底气

ITBEAR科技资讯2025-12-07

在国内新能源汽车赛道，比亚迪始终是绕不开的存在。过去几年，它不仅稳坐国内单一品牌销量冠军宝座，在全球新能源市场也占据领先地位。去年全年及今年前11个月，其累计销量均突破400万辆，这样的成绩让它在国内市场形成了断层式优势。然而，部分车企高管对比亚迪及国产新能源的崛起却持质疑态度，核心观点在于：国产新能源的“主场”仅在国内，海外市场表现乏力，难以称得上真正的强大。不过，比亚迪用海外市场持续攀升的数据...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512071249199794217a&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在国内新能源汽车赛道，比亚迪始终是绕不开的存在。过去几年，它不仅稳坐国内单一品牌销量冠军宝座，在全球新能源市场也占据领先地位。去年全年及今年前11个月，其累计销量均突破400万辆，这样的成绩让它在国内市场形成了断层式优势。然而，部分车企高管对比亚迪及国产新能源的崛起却持质疑态度，核心观点在于：国产新能源的“主场”仅在国内，海外市场表现乏力，难以称得上真正的强大。不过，比亚迪用海外市场持续攀升的数据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512071249199794217a&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":"BK1522","symbol_name":"燃料电池","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512071249199794217a&s=b","article_id":"2589730938","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512071249199794217a&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, 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confidence","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"BYDDY":1.96,"HYDD.SI":0.6,"01211":1.96,"002594":1.96},"content_text":"在国内新能源汽车赛道，比亚迪始终是绕不开的存在。过去几年，它不仅稳坐国内单一品牌销量冠军宝座，在全球新能源市场也占据领先地位。去年全年及今年前11个月，其累计销量均突破400万辆，这样的成绩让它在国内市场形成了断层式优势。然而，部分车企高管对比亚迪及国产新能源的崛起却持质疑态度，核心观点在于：国产新能源的“主场”仅在国内，海外市场表现乏力，难以称得上真正的强大。不过，比亚迪用海外市场持续攀升的数据给出了有力回应。近日，世界金融巨头花旗集团在报告中透露，因海外销售势头强劲，比亚迪已将2026年海外销量目标上调至160万辆，这一数字接近其今年目标的两倍。更值得关注的是，若比亚迪达成这一目标，其海外销量将超过长城汽车2024年123万辆的全年销量，甚至超过其今年1-11月不足120万辆的累计销量。而长城汽车此前曾对国产新能源出海持保留态度，这一对比无疑让比亚迪的海外突破更具象征意义。比亚迪海外销量的爆发并非偶然。今年以来，其在多个海外市场呈现“多点开花”的态势：1月海外销量仅6.63万辆，到11月已飙升至13.16万辆，短短10个月实现翻倍增长。这种持续且快速的上升曲线，成为其上调目标的核心依据。从市场布局看，比亚迪的触角已延伸至欧洲、北美（除美国外）、东南亚、日本、澳洲等全球主要区域，覆盖了从发达经济体到新兴市场的广泛消费群体。海外消费者对新能源车的接受度，是比亚迪扩张的另一大底气。尽管部分海外车企在新能源领域尚未全力投入，但市场需求已悄然形成。以国内市场为例，在众多国际品牌的竞争下，新能源汽车渗透率仍迅速突破50%，这一趋势在其他市场同样存在。当比亚迪等国产新能源凭借技术优势、产品理念及价格竞争力进入当地市场，消费者很快能感知到其与传统燃油车的差异，进而推动销量增长。例如，在欧洲市场，比亚迪的车型凭借智能化配置和长续航能力，已对当地车企形成压力；在东南亚，其性价比优势更让传统燃油车品牌感到紧迫。当前，比亚迪的海外扩张已进入“压力传导”阶段。多地车企开始抱怨来自中国品牌的竞争，这种压力既源于产品力的断层式领先——从电池技术到智能驾驶，比亚迪均处于行业前沿；也来自价格体系的优势——相比同级别燃油车，其新能源车型更具吸引力。这种“双重挤压”下，海外市场的蓝海属性愈发明显，而比亚迪的先发优势，正为其赢得更多时间窗口。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 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