春节后，比亚迪会怎么打新电池这张牌

Ofweek维科网10:13

春节假期过后，比亚迪会是第一个发大招的车企。这不是猜测，而是结论。除了被要求不能说的部分之外，其官方释放的信息已经足够让聪明人看懂接下来半年左右的轮廓了。就在春节假期正式开启之前，省流一下比亚迪目前手里即将打出的牌，除了已经明着说完了的，王朝网会有大唐、大汉车型，海洋网会有海豹08、海狮08两款兄弟车型之外。它手里还握着可能定名大宋的车型，还有2025年就已经放出的新轿车消息，可能命名大秦。但这，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225101554a4c52426&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>春节假期过后，比亚迪会是第一个发大招的车企。这不是猜测，而是结论。除了被要求不能说的部分之外，其官方释放的信息已经足够让聪明人看懂接下来半年左右的轮廓了。就在春节假期正式开启之前，省流一下比亚迪目前手里即将打出的牌，除了已经明着说完了的，王朝网会有大唐、大汉车型，海洋网会有海豹08、海狮08两款兄弟车型之外。它手里还握着可能定名大宋的车型，还有2025年就已经放出的新轿车消息，可能命名大秦。但这，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225101554a4c52426&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":"LU0274383008.USD","symbol_name":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) 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GT接下来将分别有纯电续航数字超过1000公里的版本。这样，再加上2025年年末申报的仰望U7，比亚迪手中现在握着3款纯电续航超过1000公里的新车。那么，即便是按照几年前比较一般的跑高速打6折来计算，它的续航也能超过多数燃油车。2026年的第一张牌，不是单点行为正如小标题所说，它的2026年第一张王牌，并非是单点行为。所谓单点行为，指的是某几款车进行相关试点，比亚迪要打出来的是组合拳。组合拳是，车辆减重、电池加大、电控优化，后续会是解决低温充电速度，还有要把2025年推出的兆瓦闪充打进多数消费者的视野，以及少数人的实际生活里。从《车型目录》来看，可以把比亚迪申报的车型分为四类：1. 小幅提升的，包括比亚迪海鸥、海豚等。海鸥的续航没有实质性变化，现款是305公里和405公里，新申报的版本为305公里和410公里，相当于高配增加了5公里。305公里版本的电池容量不变，不过车重减轻了10公斤。新的410公里版本也是同类逻辑，续航增加5公里，电池容量增加了近2kWh，但车重却没有变化。海豚也是相同逻辑，续航仍然是420公里和510公里，不过电池容量上，最新申报信息里对应的分别是42.3kWh和52.8kWh，而在现款车型上，要达到同类的续航数字，电池容量则分别是45.12kWh和60.48kWh。2. 升级较大的，有海狮05EV。最新申报的有540公里和630公里2种续航版本，而现款车型则为430公里和520公里。总之，还是相同的道理，以参数最接近的2个版本对比，老款520公里电池为60.9kWh，车重为1780公斤，而在新款上这3个数字分别变为，续航增加20公里到540公里，电池容量优化到57.5kWh，车重下降70公斤，到1710公斤。3. 升级非常大的，腾势Z9和腾势Z9 GT。申报信息里，腾势给Z9和Z9 GT都配上了122.496kWh的大电池包，在腾势Z9上能交出的最高续航数字分别是1068公里和1036公里。如果是以比亚迪内部为角度进行对比，仰望U7在2025年年末的申报信息为纯电续航1006公里，但电池包则为150.01kWh。而车重方面，差距则是更大，有着易三方等更多硬件机构的仰望U7，动力电池包的重量就有926公斤，使用这一电池包的车型，整车重量均超过了3.1吨。而在目前破1000公里续航的腾势Z9和腾势Z9 GT身上，车重则都卡在了2.7吨上。4. 全新推出的，包括比亚迪海狮07EV，此前只有插混版本，此次推出纯电版。使用69.07kWh的电池包，纯电续航拉到了705公里。再比如可能定名为大宋和大秦的新车型，前者用最高82.7kWh的电池给到710公里的续航数字，大秦则是用64.3kWh的电池，交出了630公里的续航。那么，总结一下上述信息和分析的核心点，就在于2条。第一是，比亚迪的全系车型都完成了新的轻量化技术落地，这之中既包括2025年9月已经投产的9000吨级一体化压铸生产线，还包括很多新材料方面的成果，比如之前已经公示过的镁合金。第二是，新电池的发力，只从内部进行对比，还不能看出其真实含金量。组合拳背后，有多少技术洗牌？上述的数字，确实在很多方面不太容易被感知。那这时候，引入一些外部数据，就能看出进一步的含金量了。比如，用近期陆续到店的全新小米SU7进行对比，其使用101.7kWh容量电池的车型版本，整车整备质量为2180公斤，CLTC纯电续航为835公里。而在最新的工信部信息中，腾势Z9也有一个非常接近的版本。动力电池容量为102.32kWh，整车整备质量2540公斤，CLTC工况纯电续航905公里。还可以对比之前的已经推出的150kWh蔚来半固态动力电池包，其在尺寸基本相当的蔚来ET7上搭载时，标定续航数字为1055公里，后续李斌也在直播中完成了实际行驶1044公里的表现。那么，也就是有2个结论。一是，比亚迪在动力电池包的重量上，做了一定的突破。因为是磷酸铁锂电池，比亚迪的102.32kWh电池包重量为725.9公斤。而小米SU7上的101.7kWh电池包，电池包重量为666公斤。但对比起蔚来的150kWh电池包，其重量仅为575公斤，这样进行对比的话，磷酸铁锂电池的重量是有不错优化的，已经是真正的开始高度接近最新一轮的三元锂电池。二是，续航上的提升，尤其是能够反超全新SU7，这是证明了能量密度的大幅度提升。总之，这与2025年对于第二代刀片电池的公开描述高度吻合。能量密度从第一代的140Wh/kg升级到190-210Wh/kg，已经追平了很多主流中端三元锂电池的表现。另外，新电池的升级还不止在于车端，在充电补能上，根据我们目前掌握的信息。比亚迪的2026年，是要继续拉高兆瓦闪充的数据。在2025年，比亚迪汉L在公开的官方实测中，交出的数据为峰值充电功率1兆瓦（1000kW），在充电最快的时候，可实现“1秒2公里”的补能。在兆瓦闪充桩下，汉L能实现闪充5分钟续航增加400公里，在约19分钟内完成1%至100%的充电。这一组数据，会在2026年进行刷新，同时，还会有针对低温充电的很多相关能力提升。那么，全年的竞争格局也就陆续清晰。先从定价方面来看，腾势Z9和腾势Z9 GT目前在售的均为2024款，纯电版本的车型价格一致，分别是35.48万元、38.48万元。其均搭载的是100kWh容量电池包，但特别注意的是，2025年时曾有消息人士透露，比亚迪的第二代刀片电池预计将比第一代成本降低15%。而目前所申报的905公里版本，其搭载的电池容量为102.3kWh。也就是说，整车的定价可能低于2024款的35.48万元，但却能够在续航上提升接近300公里。还可以做一个更激进的预测，其1000公里版本的车型，售价肯定能够控制在40万元内，甚至是38万元以内，低于现款顶配的表现。而对于其他车企的影响会比较明显，并且不止是售价在20万元以上的主流新势力，还会涉及10-20万元的细分市场。20万元以上市场的牌局是清晰的，大唐、大汉、腾势Z9、腾势Z9 GT都会是同价位里续航明显更长的车型，而且近期更新的天神之眼5.0，其也很明显的让比亚迪的智能辅助进入了第一梯队。而20万以内的市场，则是15-18万的拼争。梳理比亚迪2025年的中国市场销量不难发现，其在16-20万元之间的布局有待加强。不难看到，随着大宋的申报，710公里续航的表现，是这个细分价格带里十分突出的。写在最后不难看出，比亚迪是非常擅长这种集团军级大规模作战的。新年之前，先是打出一波插混电池容量加大，春节之后，是新电池和兆瓦闪充，再后续预计是磁通量电机。那么，对于同价位的其他车企来说，还会进一步的洗牌。因为，车企如果不具备像比亚迪这样，自研自产的全链条能力，那在成本和技术先进性上也就得看供应商的储备或者是跟进速度。而目前，能够有相关三电自研自产能力的企业，其实并不多。梳理一下，有比亚迪、蔚来、零跑、长城、吉利、上汽、奇瑞、理想、东风等。作者丨黄强","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; 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