涨工资！比亚迪最新回应了，“蔚小理”们慌不慌？

杠杆观车12-23 21:33

撰文|观车君一场“技术话语权”的保卫与扩张战打响了！2025年12月22日，中国新能源汽车巨头比亚迪对市场流传的“技术研发人员涨薪”传闻作出了“情况属实”的官方回应。尽管比亚迪方面并未对传闻中“大部分涨薪500-1000元、少部分涨薪2000-3000元”的具体细节予以置评，但显然，比亚迪的动作已经掀起舆论巨浪。在观车君看来，本次涨薪事件绝非一次简单的年度薪酬调整，而是比亚迪在“技术为王，创新...

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BYD's latest response, are \"Wei Xiaoli\" panicking?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"HYDD.SI":0.6,"BYDDY":1.96,"002594":1.96,"01211":1.96},"content_text":"撰文|观车君一场“技术话语权”的保卫与扩张战打响了！2025年12月22日，中国新能源汽车巨头比亚迪对市场流传的“技术研发人员涨薪”传闻作出了“情况属实”的官方回应 。尽管比亚迪方面并未对传闻中“大部分涨薪500-1000元、少部分涨薪2000-3000元”的具体细节予以置评，但显然，比亚迪的动作已经掀起舆论巨浪。在观车君看来，本次涨薪事件绝非一次简单的年度薪酬调整，而是比亚迪在“技术为王，创新为本”核心战略指导下，面对白热化的人才战争、全球化扩张的迫切需求以及内部创新动能的可持续性挑战，所采取的一次精准、主动且富有深意的战略防御与进攻。就在一个月前，比亚迪发布的三季报揭示了一个微妙变化：前三季度营收创下5662.7亿元同期新高的同时，第三季度营收却出现了 三年来的首次同比下滑。利润端的压力更加明显。前三季度净利润为233.3亿元，同比下降7.55%。第三季度净利润78.2亿元，尽管环比增长23%，但同比大幅下滑32.6%。此前的半年报显示，2025年上半年比亚迪营收达3713亿元，首次超越特斯拉同期收入。说白了，规模到了这个程度，实际上比亚迪向上拓展的空间是比较有限的。另一边，我国新能源汽车市场经过数年的高速发展，也已经从单纯的产品与价格竞争，全面升级为涵盖技术、品牌、生态、以及人才的全方位、立体化战争。其中，对高质量研发人才的争夺尤为激烈，堪称“战争中的战争”。在此背景下，比亚迪既要保持规模优势，又要争取更高增长，必须有一只稳定且领先的研发团队。尤其新能源汽车的技术迭代速度远超燃油车时代。王传福曾公开表示，比亚迪的核心竞争力在于技术，公司麾下12万工程师团队，是公司后续技术攻坚、重塑领先优势的关键底气与支撑。但在观车君看来，比亚迪面临的核心挑战来自技术同质化。随着竞争对手在插混技术领域的追赶，比亚迪的技术领先优势正在缩小。尤其在智能化领域，比亚迪的动作相比一些新势力品牌显得相对滞后。薪酬来看，根据此前比亚迪公开的数据粗略计算，其2024年研发人员人均年薪约25.8万元，显著高于长安、长城等传统车企，但低“蔚小理”动辄50万以上的人均水平很多。但话说回来，比亚迪提供的是一个巨型航母级的技术平台，拥有全球最庞大的工程师团队和最全面的技术栈。这为研发人员提供了广阔的内部转岗机会、复杂的项目挑战和纵深的职业发展路径，这是新势力小而精的团队所无法比拟的“平台吸引力”。本次涨薪事件，特别是对核心骨干的高额涨薪，标志着比亚迪正在补齐其在“强激励”方面的短板。在全球汽车产业智能化、电动化的历史性变革中，比亚迪深刻认识到，由超过12万名工程师构成的“技术护城河”，是其最重要的战略资产。此次涨薪，本质上是对这个“护城河”进行的一次加固堤坝，旨在确保在未来的惊涛骇浪中，池内的“大鱼”（核心人才）不流失，池水（整体创新活力）能持续流动。这或预示着中国新能源汽车行业的人才竞争将进入一个新的阶段。接下来，其他玩家会如何接招？整个行业的人才流动与薪酬体系，会不会因此掀起新的波澜？我们拭目以待。本文未标注出处的图表，均源自各种渠道的公开披露，特此说明并致谢！文中观点仅供参考，不构成投资建议。往期好文千人部门被撤！理想汽车，动刀了悲剧！小米新车主未开出园区撞人致死35万一辆的玛莎拉蒂2天被抢空背后小米汽车大反转！从一车难求到降价甩卖湖南Robotaxi撞人，哈啰自动驾驶“技术人设”崩了？本文为杠杆观车原创，未经授权，禁止转载！如需转载，请获取授权。另，授权转载时还请在文初注明出处和作者，谢谢！商务合作请添加微信：alioyer","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","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/2593041932","isCrawlerRequest":true}