两大行业动态速递：比亚迪登顶全球纯电销冠，有机硅行业开启 “精耕时代”

有机硅前沿社01-04

点击蓝字关注我们2026 年初，新能源汽车与有机硅两大重点产业相继迎来关键转折。比亚迪凭借强劲的市场表现首次登顶全球纯电销量榜首，重塑全球行业竞争格局；有机硅行业则在政策引导与行业自律双重作用下，告别无序扩张，迈入存量优化与价值提升的新阶段。比亚迪超越特斯拉，登顶 2025 全球纯电销冠1 月 1 日，比亚迪发布 2025 年 12 月及全年产销数据，以亮眼表现改写全球新能源汽车竞争格局。...

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18.2%；但全年累计销量达 460.24 万辆，同比增长 7.73%，展现出稳健的整体增长态势。其中，纯电车型成为核心增长引擎，12 月销量 19.07 万辆，全年累计销量 225.67 万辆，同比大幅增长 27.86%。海外市场拓展成效显著，12 月乘用车与皮卡海外销量 13.28 万辆，2025 年全年海外销量成功突破 100 万辆，成为拉动增长的重要动力。子品牌表现同样亮眼，方程豹全年销量 23.46 万辆，腾势全年销量 15.71 万辆，多品牌矩阵布局成效凸显。反观特斯拉，2025 年全年交付量为 164 万辆，同比下降 8.6%，连续两年出现交付量下滑；第四季度交付量 41.82 万辆，同比下滑约 16%。比亚迪以 226 万辆的全年纯电销量（近似值）成功超越特斯拉，首次登顶全球年度电动汽车销量榜首，标志着全球新能源汽车市场格局迎来重大转变。有机硅行业结构性转暖，2026 年迈入 “精耕时代”2025 年第四季度，有机硅市场在多重因素推动下显现积极变化，行业发展逻辑正发生根本性转变。1. 市场供需格局持续优化在行业 “反内卷” 自律减排与成本支撑的双重作用下，有机硅市场呈现结构性转变。多家头部单体企业主动收缩产能，有效增强了产业链上下游的挺价信心，推动行业从供需失衡逐步向利润修复过渡。预计 2026 年上半年，行业开工率将维持在 60%-70%，减产行动将影响产能约 65-75 万吨，市场有望进入供需紧平衡状态。2. 价格企稳回升，企业看涨预期增强受原料价格上涨带动，有机硅核心产品价格稳步回升。监测数据显示，2025 年 12 月 DMC 价格整体上涨 500 元 / 吨，当前稳定在 13500-14000 元 / 吨区间。元旦假期期间，下游企业多停工放假，市场交投清淡，询价谨慎，但单体厂库存压力不大，节后报价预计保持坚挺。目前三大厂 DMC 最新报价分别为 13500 元 / 吨、13700 元 / 吨和 14000 元 / 吨，挺价态势明显。3. 2026 年行业趋势：从 “增量竞赛” 到 “存量优化”2024-2025 年，有机硅行业的核心矛盾集中在 “结构性内卷”：低端通用产品领域产能过剩引发 “增产不增利” 的价格战，而高端应用领域关键产品仍依赖进口，自主供给存在短板。随着 “高质量发展” 政策导向日益明确，一系列优化供给结构的措施相继落地，为行业转型提供了政策支撑。从行业周期来看，龙头企业资本开支在 2023 年达峰后，扩张步伐显著放缓，2024 年行业在建工程总量见顶并于 2025 年进入快速消化通道，标志着以新增产能驱动增长的阶段已正式结束。2026 年起，行业发展逻辑将全面切换至 “存量优化与创新应用价值的新突破”。当前，多数有机硅企业仍徘徊在盈亏平衡线附近。随着 2026 年市场格局持续优化，行业普遍期待产品价格能实现持续性、适度上调，以缓解经营压力、提振生产积极性，推动行业进入新一轮健康发展周期。政策引导与周期见顶形成共振，有机硅行业已步入聚焦技术升级、产品创新与产业链效率提升的 “精耕时代”。","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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