超越特斯拉！比亚迪2025年纯电动汽车销量达226万辆；从比亚迪销冠透视中国新能源车产业跃迁与供应链生态布局

现代物流报01-09

点我直接订阅《现代物流报》从深圳走向世界，比亚迪用460万辆的年销量，宣告中国新能源汽车产业正式跻身全球舞台中央。2025年，中国新能源汽车巨头比亚迪以全年纯电动汽车销量225.67万辆的业绩，首次超越特斯拉（163.6万辆），登顶全球纯电动汽车销量榜首。（图源：比亚迪官网）2025年，比亚迪全年新能源汽车总销量达460.24万辆，精准完成年度目标，并一举斩获中国汽车市场车企销量冠军、品牌销量冠军...

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BYD's pure electric vehicle sales will reach 2.26 million units in 2025; Perspective on the transition of China's new energy vehicle industry and supply chain ecological layout from BYD's top sales","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"BYDDY":1.98,"TSLA":1.86,"HYDD.SI":0.6,"002594":1.98,"01211":1.98},"content_text":"点我直接订阅《现代物流报》从深圳走向世界，比亚迪用460万辆的年销量，宣告中国新能源汽车产业正式跻身全球舞台中央。2025年，中国新能源汽车巨头比亚迪以全年纯电动汽车销量225.67万辆的业绩，首次超越特斯拉（163.6万辆），登顶全球纯电动汽车销量榜首。（图源：比亚迪官网）2025年，比亚迪全年新能源汽车总销量达460.24万辆，精准完成年度目标，并一举斩获中国汽车市场车企销量冠军、品牌销量冠军及全球新能源车市场销量冠军三大头衔。其海外市场表现尤为亮眼，全年乘用车及皮卡海外销量104,96万辆，同比激增145%，海外销售占比首次突破三成。全球销冠比亚迪的跨越与特斯拉的退守012025年全球纯电动汽车市场格局发生根本性转变。比亚迪纯电动汽车销量达225.67万辆，同比增长27.86%，而特斯拉交付量则同比下降约8.6%，至163.6万辆。此次超越并非偶然。自2023年第四季度起，比亚迪纯电车型单季度销量已持续领先特斯拉。但2025年是比亚迪首次在全年销量上实现全面超越，标志着其全球竞争力的质的飞跃。（图源：新华社）此外，海外市场也已成为比亚迪增长的核心引擎。2025年12月，比亚迪乘用车及皮卡海外销量达13.28万辆，占全部销量首破三成，达到31.7%。比亚迪的全球扩张步伐迅猛，其出海足迹已覆盖超110个国家和地区。本地化生产布局是比亚迪海外战略的关键。目前，比亚迪在泰国、乌兹别克斯坦、巴西的乘用车整车工厂已竣工投产，位于匈牙利的首个欧洲工厂也即将投产运行。这些布局帮助比亚迪有效规避贸易壁垒，并实现对各区域市场的快速渗透。中国新能源汽车渗透率突破50%02中国汽车工业协会数据显示，2025年1~11月，中国新能源汽车国内销量达到1246.6万辆，占国内汽车总销量的比例首次突破50%，达到50.3%。这一数据标志着新能源汽车正式取代燃油车成为市场主流。其中，自主品牌在新能源汽车赛道优势明显。据乘联分会最新数据，2025年11月，自主品牌新能源汽车零售渗透率达到79.6%，远高于豪华品牌（32.9%）和合资品牌中的新能源车渗透率（8%）。（图源：新华社）而政策支持则为产业发展提供了重要助力。2025年，“以旧换新”政策成为激活新能源汽车消费市场的重要抓手。商务部数据显示，1~11月，汽车以旧换新申请量超过1120万辆，其中新能源汽车占比近六成。这些政策为行业增长注入新动能。2025年，中国新能源汽车的出海航程高歌猛进，出口市场已成为驱动产业增长的强劲引擎。数据显示，2025年1月至11月，我国新能源汽车出口量高达231.5万辆，同比实现102.9%的翻倍式增长，彰显出“中国智造”在全球市场的强大吸引力。以比亚迪、奇瑞为代表的头部车企表现尤为突出，年度海外销量双双突破百万辆大关。中国新能源汽车的足迹已遍及欧洲、东南亚、拉美等全球主要市场，从北欧的冰雪公路到东南亚的热带都市，中国品牌的绿色身影日益常见。为实现从“产品出口”到“体系出海”的跨越，中国车企正积极深化全球本地化运营。比亚迪、上汽、奇瑞等企业通过在海外建设生产基地、完善销售与服务网络、适配本地需求等一系列举措，持续提升品牌认同与市场根基。供应链优势垂直整合与全球布局的双轮驱动03在比亚迪2025年登上全球新能源汽车销量冠军宝座的背后，除了亮眼的产品与销量，一条贯穿全产业链、深度融入全球市场的强大供应链体系，构成了其难以被逾越的“隐形长城”。比亚迪的竞争力，根植于其发展初期便确立的深度垂直整合战略。通过自建从动力电池、电机电控到半导体等核心部件的研发与制造能力，比亚迪构建了自主可控的产业闭环。公开资料显示，目前比亚迪新能源汽车的核心零部件自供率达到80%以上。其中，电池自供率达到95%，远超行业平均水平，形成了显著的成本控制与快速技术迭代优势。技术自研是这条供应链的核心引擎。在电池领域，其弗迪电池公司凭借创新的刀片电池技术，2024年在中国LFP电池市场份额达41.1%，全球动力电池市场份额12.3%。在智能化赛道，“天神之眼”高阶智能驾驶辅助系统已搭载于超百万辆车型，每日产生的海量真实路况数据为其算法进化提供源源不断的“燃料”。面对“史上最严”的2025版动力电池安全强制国标，比亚迪产品率先达标，展现了其技术的前瞻性与可靠性。如今，比亚迪的供应链战略已从确保自身安全的“垂直整合”，升级为惠及行业的“开放协同”。其独立的弗迪系公司，将电池、电驱动、半导体等核心技术模块，转化为面向全行业的市场化产品。目前，已有包括丰田、福特、一汽等在内的多家国内外主流车企，采用了比亚迪的动力电池或车规级芯片。这种转变，标志着比亚迪从“技术护城河”的建造者，转变为“行业基础设施”的提供者。其供应链的“无处不在”，不仅体现在自家车型上，也潜藏在众多竞争对手的产品之中，共同推动着中国新能源汽车产业链整体技术标准的提升与成本的优化。面对复杂的国际贸易环境，比亚迪的供应链布局展现出全球视野与战略纵深。在泰国、巴西、匈牙利等地建设的本地化生产基地，通过技术转移和本地化采购，实现了从“产品出口”到“产能输出”的跨越，在海外市场扎根生长。在国内，作为“链主”企业，比亚迪的落户能迅速带动形成一个区域产业集群。例如，其在济南的生产基地吸引了近四百家配套企业聚集，在郑州则带动了本地钢铁、材料等企业融入其供应链体系，形成了“一企带一链，一链成一片”的共生共荣局面。作者：贾奥胜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2602373594","isCrawlerRequest":true}

超越特斯拉！ 比亚迪2025年纯电动汽车销量达226万辆；从比亚迪销冠透视中国新能源车产业跃迁与供应链生态布局

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超越特斯拉！比亚迪2025年纯电动汽车销量达226万辆；从比亚迪销冠透视中国新能源车产业跃迁与供应链生态布局