王传福回应比亚迪国内销量下滑：技术领先度不及前几年

宪深说车2025-12-07

12月5日，比亚迪创始人王传福在临时股东大会上回应国内市场销量下滑时表示，比亚迪当期技术领先度不及前几年，技术成果的市场惊艳度有所下降，后续会有重磅技术发布。王传福表态当晚，比亚迪方面对外传播其第五代DM技术获2024年度广东省科技进步特等奖，是“全球插混标杆”。第四代插混技术顶了比亚迪半边天中国新能源汽车始于纯电，壮大于插混助力。比亚迪在过去4年引领了中国插混市场的发展，对于其规模快速来到400...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251207212345a72917f2&s=b><strong>宪深说车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月5日，比亚迪创始人王传福在临时股东大会上回应国内市场销量下滑时表示，比亚迪当期技术领先度不及前几年，技术成果的市场惊艳度有所下降，后续会有重磅技术发布。王传福表态当晚，比亚迪方面对外传播其第五代DM技术获2024年度广东省科技进步特等奖，是“全球插混标杆”。第四代插混技术顶了比亚迪半边天中国新能源汽车始于纯电，壮大于插混助力。比亚迪在过去4年引领了中国插混市场的发展，对于其规模快速来到400...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251207212345a72917f2&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":"LU0417516738.SGD","symbol_name":"Allianz Hong Kong Equity AT Acc 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years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"01211":1.96,"002594":1.96,"BYDDY":1.96,"HYDD.SI":0.6},"content_text":"12月5日，比亚迪创始人王传福在临时股东大会上回应国内市场销量下滑时表示，比亚迪当期技术领先度不及前几年，技术成果的市场惊艳度有所下降，后续会有重磅技术发布。王传福表态当晚，比亚迪方面对外传播其第五代DM技术获2024年度广东省科技进步特等奖，是“全球插混标杆”。第四代插混技术顶了比亚迪半边天中国新能源汽车始于纯电，壮大于插混助力。比亚迪在过去4年引领了中国插混市场的发展，对于其规模快速来到400万辆级起到了决定性作用。比亚迪2021年1月发布的第四代插混技术，相比前几代在能效、性能、结构简化和智能化水平上显著提升。此后，插混销量一路开挂。2020年至2024年，比亚迪插混车型销量分别为7.2万辆、27.2万辆、94.6万辆、143.8万辆和248.5万辆，占全行业插混份额分别为28.69%、45.11%、62.32%、51.28%和48.34%。而这几年比亚迪纯电份额分别为13.17%、10.97%、16.98%、23.55%和22.85%。从2021年至今年11月，比亚迪纯电和插混累计销量分别为663.5万辆和720.5万辆。从这些数据可以看出2021年后比亚迪插混相比纯电对规模壮大贡献度更高、行业竞争力更强。比亚迪插混在2022年份额达到顶峰后呈逐年下降趋势，今年前10个月份额已经跌破40%，但2025年以前比亚迪插混规模一直呈现增长态势。今年其插混规模开始萎缩，在1-11月份份额下滑近10%的情况下，销量同比下滑5.45%，而其纯电同比增长32.67%。比亚迪规模增长放缓主要来自其插混贡献度下降，而且主要集中在国内。王传福所说的比亚迪国内销量下滑，实际数据为今年1-11月同比下滑4%。王传福坦言，相较于前几年凭借刀片电池、DM-i超级混动等颠覆性技术引领市场，比亚迪当前技术成果的差异化优势被行业同质化竞争稀释。王传福敢于直接披露问题，似乎对比亚迪后续技术信心满满。未来惊艳技术是什么？汽车行业有一种说法，对于企业销量的拉动，一项技术可以维持两三年，而产品也就一两年，中国车企发展也因此呈现明显的周期起伏。比亚迪能很快进入下一个发展周期吗？接下来驱动其上更高台阶的技术又会是什么？王传福透露，“比亚迪还有很多别人没有的技术沉淀，还有别人很少有的技术组合拳，我知道我们的实力，我们知道我们要用更高的技术惊艳消费者，要让消费者感动。”王传福还特别提到，未来2-3年将全面攻坚电动化技术及智能化下半场、同步强化营销等配套能力、持续加大力度开拓海外市场。比亚迪倡导工程师文化，把技术看得很重，特别是能够贴合市场需求，让其在过去四年多时间取得了巨大成功，而第四代插混技术是核心驱动力之一。全行业插混技术的竞争已经逼近物理极限，后续比亚迪的竞争力又将如何凸显，将深刻考验其正在憋的大招。王传福并未单独说明比亚迪未来插混技术将如何惊艳消费者，而是提了智电汽车的系统性技术组合拳，甚至具体地指出行业尚未解决掉的低温充电速度慢等用户痛点。关于股东关心的智能化，王传福并没有详细解读如何在智驾领域如何发力，而是提到公司将聚焦制造场景，推动AI技术在汽车及零部件制造领域的广泛应用，目前已经投入大量资金进行人力资源和硬件布局。行业对比亚迪的重磅技术充满期待的同时，也应清醒地认识到，企业很难靠一两项技术、几款产品业绩长虹，而且智电汽车同质化也是大势所趋。未来企业的体系竞争力，技术及产品只是门槛，包括商业模式、全球化能力等综合能力强才是企业走向更高、更远的根本。比亚迪将如何构建这些竞争力，让我们拭目以待。","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":"","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 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