乘联分会：2月新能源汽车动力电池装机量同比下降19.2%；比亚迪双品牌亮相曼谷车展 | 汽车早参

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| 2026年3月25日星期三 |　　NO.1 乘联分会：2月新能源汽车动力电池装机量同比下降19.2%　　3月24日，中国汽车流通协会乘联分会发布2月新能源汽车三电系统洞察报告。数据显示，2月，新能源汽车动力电池装机量27.3GWh，同比下降19.2%；1至2月，新能源汽车单车平均电量为62.0kWh，同比增长29.2%。其中，小米、比亚迪和特斯拉成为动力电池装机量主要贡献企业。　　点评：2月...

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Ginseng","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"EVS.SI":0.6,"HYDD.SI":0.6,"01211":1.94,"002594":1.94,"BYDDY":1.94},"content_text":"| 2026年3月25日星期三 |　　NO.1 乘联分会：2月新能源汽车动力电池装机量同比下降19.2%　　3月24日，中国汽车流通协会乘联分会发布2月新能源汽车三电系统洞察报告。数据显示，2月，新能源汽车动力电池装机量27.3GWh，同比下降19.2%；1至2月，新能源汽车单车平均电量为62.0kWh，同比增长29.2%。其中，小米、比亚迪和特斯拉成为动力电池装机量主要贡献企业。　　点评：2月新能源汽车动力电池装机量同比下滑，行业短期装机需求遇冷，或受节后消费淡季、车企生产节奏调整影响。前两月单车平均电量同比大增29.2%，反映出车型高端化、大电量车型渗透率提升的趋势，小米、比亚迪、特斯拉的头部支撑作用也进一步凸显。　　NO.2 中汽协：前两月销量排名前十位SUV企业共销售133.4万辆　　3月24日消息，据中国汽车工业协会统计分析，2026年1至2月，销量排名前十位的SUV生产企业共销售133.4万辆，占SUV销售总量的64.5%。十家企业中，与去年同期相比，除小米汽车同期没有数据外，特斯拉、上汽股份和广汽丰田销量呈不同程度增长，其他企业销量呈不同程度下降。　　点评：销量前十的SUV生产企业销量占比超六成，行业集中度保持高位。特斯拉、上汽股份等企业实现增长，展现出产品竞争力与市场布局的优势，而多数企业销量下滑折射出市场竞争加剧，叠加消费需求分化，头部效应下中小品牌的生存压力或进一步加大。　　NO.3 丰田汽车在美投资10亿美元　　3月24日消息，丰田汽车宣布将向美国两大工厂投资10亿美元，用于推进纯电动汽车的生产准备及混合动力车型的增产。此次投资，属于丰田去年11月公布的未来五年对美追加投资最高100亿美元计划的一部分。　　点评：对行业而言，头部传统车企的持续投资，反映了全球汽车产业电动化进程的确定性，可能带动上游供应链的关注，有助于稳定市场对制造业投资与全球产业链发展的预期。　　NO.4 比亚迪双品牌亮相曼谷车展　　据比亚迪官方消息，当地时间3月23日，第47届曼谷国际汽车展正式开幕，比亚迪携主品牌与新豪华汽车品牌腾势双品牌重磅亮相，在泰国市场首次同步发布四款全新新能源车型。据悉，本次比亚迪展台面积达2835平方米，位居本届车展单一品牌展台规模首位，现场集结超40辆新能源汽车集中展示，全面覆盖不同消费需求场景。　　点评：比亚迪携双品牌亮相曼谷车展并首发四款新车，超大展台规模彰显品牌出海底气。此次亮相是比亚迪深耕东南亚新能源市场的重要举措，不仅强化了品牌海外影响力，也为其在泰国乃至东盟市场的销量提升奠定了产品基础。（文章来源：每日经济新闻）","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,"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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