需求爆发式增长，比亚迪拟三年内在巴西扩建电动公交产能

IEST巴西商业12-19

你的每一份支持，都是我们持续发文的底气！请点击“点赞”给予鼓励，点亮“在看”让更多人看到我们的内容！比亚迪计划在未来三年内在巴西建设一座新的大型工厂，用于生产电动公交车底盘。比亚迪方面表示，作出这一决定的背景是，市场需求已超过公司目前在巴西的产能。该项目预计将把年产量从过去十年的约600台，大幅提升至每年最多7000台底盘，同时创造数百个就业岗位，既服务于巴西国内市场，也面向南美国家出口，并在未来...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219092347a6b4b52d&s=b><strong>IEST巴西商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你的每一份支持，都是我们持续发文的底气！请点击“点赞”给予鼓励，点亮“在看”让更多人看到我们的内容！比亚迪计划在未来三年内在巴西建设一座新的大型工厂，用于生产电动公交车底盘。比亚迪方面表示，作出这一决定的背景是，市场需求已超过公司目前在巴西的产能。该项目预计将把年产量从过去十年的约600台，大幅提升至每年最多7000台底盘，同时创造数百个就业岗位，既服务于巴西国内市场，也面向南美国家出口，并在未来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219092347a6b4b52d&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":"LU0509642566.USD","symbol_name":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC 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Schneider）表示，公司预计仅在2026年就将生产约1200台底盘，这一规模相当于此前十年年产量的两倍。目前，公司明年的订单几乎已经全部排满，已无空间承接新的合同。施耐德指出，比亚迪的首要任务是在逐步扩大产能的同时，优先履行已签署的采购订单。需求增长主要源于疫情后城市公交车队的更新换代。在圣保罗，由于疫情期间车辆超期服役，运营商正在集中更换老旧车辆。此外，地方监管政策和补贴计划也加快了电动公交车的推广。包括库里提巴、戈亚尼亚、贝洛奥里藏特和里约热内卢在内的其他主要城市，也已开始引入电动公交车，但整体规模仍相对有限。尽管比亚迪坎皮纳斯工厂在理论上具备每年最多2000台底盘的产能，但实际产量低于这一水平。这主要是因为工厂同时组装多种车型，例如铰接式公交车，这类车型单车生产所需时间和资源更高。为避免交付延误，比亚迪采取了分阶段扩产策略。短期内，公司计划在坎皮纳斯周边设立一处临时生产单元，预计在四到六个月内将当前产能几乎翻倍。与此同时，比亚迪还计划在圣保罗州建设一座永久性新工厂，预计将在两到三年内投产。该工厂在满负荷运行时，年产能力可达6000至7000台底盘，并将承载未来电动卡车的本地化生产。目前，比亚迪的电动卡车仍依赖从国外进口。据悉，新工厂占地面积预计约18万平方米，而目前在坎皮纳斯使用的厂房面积仅约7000平方米。新工厂投产后，将整合目前分散在该地区的各项生产活动，员工人数也有望从当前的80至100人，增加至700至800人。除巴西国内市场外，该项目同样面向出口。施耐德表示，比亚迪将巴西视为向南美国家，尤其是南共市成员国，供应电动公交车的战略枢纽。在完成区域内生产和物流布局后，公司也在长期规划中考虑向非洲市场出口。比亚迪在巴西的扩张遵循其在新能源领域稳步推进的战略路径。公司最早从商用车领域切入巴西市场，早于进入乘用车业务。最初，比亚迪以整车进口为主，随后逐步实现底盘本地组装，并与Caio Induscar、Marcopolo等巴西本土客车车身制造商合作，根据当地运营条件对车型进行适配。随着业务发展，比亚迪进一步扩展至电动专用卡车及电池解决方案领域，包括太阳能板和储能系统。2023年，公司正式进入巴西乘用车市场，接手位于巴伊亚州卡马萨里的原福特工厂。这一项目是比亚迪在巴西迄今为止最大的投资，投资额达55亿雷亚尔，预计将创造多达2万个就业岗位。工厂一期年产能为15万辆乘用车，并计划在第二阶段实现产能翻倍。今年10月，卡马萨里工厂正式投产，并迎来标志性时刻——该工厂下线的首批车辆中，诞生了比亚迪全球累计生产的第1400万辆新能源汽车。尽管与智利、哥伦比亚等国家相比，巴西汽车电动化进程仍相对缓慢，但施耐德认为，凭借庞大的市场规模，巴西在产能逐步释放后，具备长期增长潜力。编译：Marcos文章来源：中巴商业资讯网","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":"productRelease","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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