比亚迪1月产销双降，出口破10万辆成亮点

灼见汽车02-04

作者/ 吴锐出品/ 灼见汽车2026年2月1日晚间，比亚迪公告披露了2026年1月新能源汽车产销数据。数据显示，当月比亚迪新能源汽车产量为232,358辆，同比下降29.13%；销量为210,051辆，同比下降30.11%。尽管整体产销规模仍居行业前列，但同比显著下滑的态势引发市场关注。与此同时，比亚迪在出口市场和动力电池领域的表现成为亮点，为其后续发展注入信心。产销双降淡季效应与市场调整叠加...

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灼见汽车2026年2月1日晚间，比亚迪公告披露了2026年1月新能源汽车产销数据。数据显示，当月比亚迪新能源汽车产量为232,358辆，同比下降29.13%；销量为210,051辆，同比下降30.11%。尽管整体产销规模仍居行业前列，但同比显著下滑的态势引发市场关注。与此同时，比亚迪在出口市场和动力电池领域的表现成为亮点，为其后续发展注入信心。产销双降淡季效应与市场调整叠加...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020418464197a4d615&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":"LU0823426480.USD","symbol_name":"法巴中国股票经典Dis","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020418464197a4d615&s=b","article_id":"2608350013","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020418464197a4d615&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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灼见汽车2026年2月1日晚间，比亚迪公告披露了2026年1月新能源汽车产销数据。数据显示，当月比亚迪新能源汽车产量为232,358辆，同比下降29.13%；销量为210,051辆，同比下降30.11%。尽管整体产销规模仍居行业前列，但同比显著下滑的态势引发市场关注。与此同时，比亚迪在出口市场和动力电池领域的表现成为亮点，为其后续发展注入信心。产销双降淡季效应与市场调整叠加比亚迪1月新能源汽车销量同比下降30.11%，其中乘用车销量205,518辆，同比下降30.67%；纯电动乘用车销量83,249辆，同比下降33.60%；插电式混合动力乘用车销量122,269辆，同比下降28.53%。这一数据下滑与行业季节性规律密切相关——1月作为传统销售淡季，叠加春节假期前后的消费节奏变化，导致市场需求阶段性放缓。此外，比亚迪在2025年末冲刺销量目标后，可能主动调整了生产节奏，以优化库存结构。值得注意的是，尽管整体销量承压，比亚迪在插电式混合动力领域的市场份额仍保持稳定。1月插混车型销量占比达58.2%，显示其DM-i超级混动技术对消费者的持续吸引力。然而，纯电动乘用车销量同比降幅高于整体水平，反映出市场竞争加剧对高端纯电车型的冲击。出口破10万辆全球化战略加速落地在整体销量下滑的背景下，比亚迪出口表现成为最大亮点。1月新能源汽车出口量达100,482辆，同比增长显著，占当月总销量的47.8%。这一数据不仅创下比亚迪单月出口新高，也使其成为当月中国新能源汽车出口量最高的企业。比亚迪的出口增长得益于其全球化布局的深化。2025年以来，公司加速在欧洲、东南亚、拉美等市场的本地化生产与销售网络建设。例如，其在泰国、巴西等地的工厂已陆续投产，有效规避了贸易壁垒并降低了物流成本。此外，比亚迪海鸥、元PLUS等车型凭借高性价比优势，在海外中低端市场快速渗透，成为出口增长的核心驱动力。电池装机量维持高位技术优势支撑长期发展公告显示，比亚迪1月新能源汽车动力电池及储能电池装机总量约为20.187GWh，与去年同期基本持平。这一数据凸显了公司在电池领域的产能稳定性与技术领先性。作为全球唯一同时掌握电池、电机、电控及整车制造核心技术的车企，比亚迪的刀片电池技术持续迭代，能量密度与安全性不断提升。2025年，公司发布的第二代刀片电池将续航里程提升至700公里以上，进一步缩小了与三元锂电池的差距。此外，比亚迪在储能电池领域的布局也逐步显现成效，其户用储能产品在全球市场占有率位居前列，为电池业务提供了新的增长点。市场展望淡季过后或迎反弹尽管1月数据承压，但多家机构对比亚迪后续表现持乐观态度。一方面，随着春节后消费需求释放，叠加各地促汽车消费政策落地，2月销量有望环比回升。另一方面，比亚迪新一代车型（如汉L、唐L等）将于2026年二季度上市，其搭载的第五代DM技术及智能驾驶系统有望成为新的销量增长点。此外，比亚迪在高端市场的突破也值得关注。2025年，公司推出的仰望品牌首款车型U8凭借易四方技术平台实现高端市场“破圈”，2026年1月销量虽未单独披露，但市场反馈积极。随着腾势、方程豹等品牌矩阵完善，比亚迪有望在30万元以上市场占据更大份额。2026年1月，比亚迪在新能源汽车市场面临短期挑战，但出口突破与电池技术优势为其筑牢了竞争壁垒。在全球化与高端化战略的双重驱动下，比亚迪正从“规模领先”向“质量领先”转型。随着新品周期开启与市场需求回暖，这家新能源巨头有望在2026年交出更亮眼的答卷。","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 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