压力拉满！王传福放言“五年后做到全球第一”背后：比亚迪追平丰田每年销量增幅需达约20%

每日经济新闻06-10 19:48

“五年后做到全球第一。”6月9日，比亚迪集团董事长兼总裁王传福在比亚迪2025年度股东大会上说的这句话，对外释放出了他对比亚迪未来明确的增长预期。图片来源：每经记者李星摄　　展望未来三到五年的发展，王传福称，比亚迪整体都将保持持续向上的增长态势，“相信2030年，比亚迪能够获得很大的增长，到时在规模上做到全球第一”。　　公开数据显示，2025年全球十大车企销量排行榜中，有3家中国车企上榜。其中，...

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Behind Wang Chuanfu's statement of \"achieving the first in the world in five years\": BYD needs to match Toyota's annual sales growth of about 20%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"BYDDY":1.97,"01211":1.97,"HYDD.SI":0.6,"002594":1.97},"content_text":"“五年后做到全球第一。”6月9日，比亚迪集团董事长兼总裁王传福在比亚迪2025年度股东大会上说的这句话，对外释放出了他对比亚迪未来明确的增长预期。 图片来源：每经记者李星摄　　展望未来三到五年的发展，王传福称，比亚迪整体都将保持持续向上的增长态势，“相信2030年，比亚迪能够获得很大的增长，到时在规模上做到全球第一”。　　公开数据显示，2025年全球十大车企销量排行榜中，有3家中国车企上榜。其中，比亚迪以460.2万辆的销量成绩排名第六，与2024年相比排名上升1位。在这份榜单中，丰田汽车以约1132万辆的销量成绩稳居榜首，大众集团以约900万辆的销量成绩排名第二，排名第三的现代汽车集团全年销量超727万辆。　　根据上述数据，若比亚迪在2030年达到年销规模1000万辆目标，需要在2026年至2030年平均每年销量增速保持在约16.8%；比亚迪若想在2030年追赶上丰田汽车（假设丰田年销量仍为1132万辆），则其需在2026年至2030年间平均每年销量增速保持在约20%。　　从今年前5个月的销量数据来看，比亚迪的市场表现不及预期。对此，王传福坦言，今年2月汽车行业比较困难，比亚迪受到很大挑战；随着3、4月产能释放，其销量增幅在5月已经实现同比转正。随着二代刀片电池产能提升，比亚迪的销量将会进一步提升。　　王传福进一步解释称，当前比亚迪销量不及预期主要与二代刀片电池产能不足、仍在爬坡有关，“今年的销量取决于电池产量”。　　3月5日，比亚迪正式发布第二代刀片电池和闪充技术，并同步发布了多款闪充车型。“第二代刀片电池和闪充技术推出后，公司订单出现爆发式增长，目前产能供不应求。”王传福称，比亚迪将努力提升二代刀片电池产能，预计实现每月2万至3万辆的增量。从今年四季度开始，比亚迪将在海外推广闪充战略，进一步提升技术和产品竞争力。　　王传福表示，一代和二代刀片电池的整个产线、设置、内部结构都有巨大不同，所以一代刀片电池产线需要改造，产能爬坡需要时间。“2027年，第二代刀片电池产量还将进一步提高，并推动销量持续增长，实现国内国际两个市场同时发力。”王传福透露，比亚迪今年原定的150万辆海外年销量目标，目前来看有望超越这一数字。　　官方数据显示，1至5月，比亚迪海外累计销售约61.45万辆，全年销量目标已完成近41%。5月，比亚迪销量约38.35万辆，同比小幅增长0.26%，时隔四个月重返单月“销冠”。　　从国内外销量构成来看，比亚迪5月销量回暖的主要原因得益于其在海外市场的销量高增长。数据显示，5月，比亚迪海外市场销售约16.1万辆，同比增长80.4%。“比亚迪中长期目标是海内外各占半壁江山，全球市场将从‘增量’向‘基本盘’转变。”天风证券方面分析称。（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":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 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":"4.43.1","shortVersion":"4.43.1","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/2642230214","isCrawlerRequest":true}