“5分钟充好，9分钟充饱”，比亚迪二代刀片电池问世，今年要建成2万座闪充站

国际金融报03-06

2025年初，比亚迪用天神之眼智驾系统的发布推动了高阶智驾的全面下沉，不仅宣告全民智驾时代到来，也激发了车企之间关于智驾的军备竞赛。2025年初，比亚迪用天神之眼智驾系统的发布推动了高阶智驾的全面下沉，不仅宣告全民智驾时代到来，也激发了车企之间关于智驾的军备竞赛。今年以来，这家龙头车企的动作依然备受关注。某种程度上，它将影响行业规则和产业格局。3月初，相关消息开始释放，比亚迪在互动平台回答投资者...

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year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"HYDD.SI":0.6,"01211":1.98,"BYDDY":1.98,"002594":1.98},"content_text":"2025年初，比亚迪用天神之眼智驾系统的发布推动了高阶智驾的全面下沉，不仅宣告全民智驾时代到来，也激发了车企之间关于智驾的军备竞赛。2025年初，比亚迪用天神之眼智驾系统的发布推动了高阶智驾的全面下沉，不仅宣告全民智驾时代到来，也激发了车企之间关于智驾的军备竞赛。今年以来，这家龙头车企的动作依然备受关注。某种程度上，它将影响行业规则和产业格局。3月初，相关消息开始释放，比亚迪在互动平台回答投资者提问时表示，公司将于3月5日召开颠覆性技术发布会。市场对其技术预期迅速升温，直接带动公司股价走高，当日比亚迪股价一度上涨近9%。3天后，答案揭晓，比亚迪发起了一场“补能革命”。3月5日晚间，比亚迪在深圳召开了第二代刀片电池暨闪充技术发布会。6年前的第一代刀片电池，比亚迪将长薄电芯直接集成入包，在体积利用率，续航、安全性和成本上更有优势，打破了时三元锂主导的行业格局。6年后，比亚迪抱着“治病要治根”的态度，试图让充电有了加油一样的补能体验。董事长兼总裁王传福在会上自信表示，“没有人比我们更懂电池”。他称二代刀片电池是划时代之作，拥有极致的充电速度。“其实动力电池最后20%（电量）的充电时间才是充电技术最难突破的地方。”王传福介绍，“比亚迪第二代刀片电池从10%到70%，充电时间只有5分钟。从10%到97%，充电时间只有9分钟。即便是在零下30度的极寒天气，从20%到97%也只比常温多3分钟。”孙婉秋/摄“5分钟充好，9分钟充饱”“5分钟充好，9分钟充饱，零下30度仅多用3分钟”这一充电效率快速提升的背后是比亚迪的闪充技术。王传福在会上介绍了此次发布的闪充和去年的兆瓦闪充有何不同，他说后者更像一次技术积累的量变过程，把充电功率的峰值推向新高度，但没有完美解决充电慢和低温充电难的顽疾，而今天的闪充则实现了从峰值快到全程快的质变，“从头快到尾，真正把用户的充电痛点完美解决掉。”二代刀片电池的优势不止于闪充，王传福强调其做到了全方面的升级。他形象的用跷跷板来举例，将充电速度和能量密度比喻为跷跷板两端，充电速度上去，能量密度就会下来。为了破解这个行业公认的矛盾，比亚迪重构了材料、电极、电芯系统等4大层级设计，让第二代刀片电池在实现闪充的同时能量密度相较一代还提升了5%。会上，比亚迪还同步发布了10款首批搭载第二代刀片电池车型和闪充技术的车型，覆盖腾势、王朝、海洋、方程豹、仰望五大品牌，包括宋Ultra、2026款海狮06EV、海豹07EV、方程豹钛3、仰望U7 2026款、大唐等车型，售价跨度从15万级至130万级，各车型售价与同定位老款车型相比，未因搭载全新闪充技术出现明显上涨，部分车型还实现了配置升级下的价格持平。其中，腾势Z9GT售价26.98万元—36.98万，相较同定位老款车型，续航与充电性能大幅提升但价格区间基本持平；王朝网宋Ultra EV预售15.5万元—18.5万元，海狮06EV上市售价15.99万元—17.99万元，海豹07EV售价16.99万元—18.99万元，这三款15万元—20万元级主力车型，售价与同级别老款车型基本一致，且续航与充电体验全面升级。所有搭载第二代刀片电池的闪充车车主，均可享受自交车之日起1年的全国闪充站免费闪充权益，免费期结束后收费标准与行业保持一致，不额外增加用户负担。孙婉秋/摄今年预计建成2万座闪充站在二代刀片电池和闪充技术的助力下，比亚迪正式开启“闪充中国“战略。王传福介绍称当前比亚迪正在全国范围内大规模建设闪充站，预计到今年年底将建成2万座充电站，包括18000座携手全国充电网络运营商的闪充站中站以及2000座高速公里闪充站，覆盖范围实现一二线城市3公里内、三四线城市5公里内、五六线城市6公里，确保城区90%区域的用户在5公里内即可使用闪充服务。高速公路上的服务区也将实现近三分之一的覆盖，到时高速平均每隔100公里就会有1座比亚迪的闪充站，为了保障假日长途出行的闪充需求，今年五一假期前比亚迪将率先建成1000座闪充站。他表态，“要在不到一年时间里，把充电站数量做到中国车企第一。”同时所有闪充站将面向全社会开放共享，不局限于比亚迪车主使用。据其透露在会上透露，为了加快闪充战略布局，比亚迪专门成立了一个几千人的闪充建设团队，两个月以来已经提前建成4239座闪充站。不仅国内市场加速布局，全球市场也在同步推进，王传福表示，海外闪充站将在今年年底规模化落地，“从闪充中国迈向闪充星球。”发布会第二天，《国际金融报》记者通过闪充APP上所有标注的闪充装位置，前往了上海部分地区的闪充桩实地查看，记者从闪充桩前的门店销售处了解到，目前闪充桩尚未开始投入使用，需等搭载闪充的车型到店。吴迪/摄刚刚过去的2025年比亚迪实现全球销量460.2万辆，同比增长7.7%，拆解结构来看，海外强劲，国内承压。目前公司尚未正式公布2026年整体销量目标，但结合其公布的160万辆海外销量目标，行业预估其2026年整体销量目标约在500万—550万辆，同比增幅约10%左右。闪充站的大规模落地以及多款闪充车型的推出，不仅被视为其在电动化领域实现新突破，也将成为公司2026年销量冲刺的重要抓手。记者 孙婉秋 吴迪文字编辑 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