第二代刀片电池产能正在爬升比亚迪股东大会定调全年增长节奏

北京商报06-09 21:24

6月9日，比亚迪在深圳市坪山区总部召开2025年度股东大会。据证券时报消息，比亚迪股东大会现场参会股东接近千人，再创历史新高。自2026年1月1日起，新能源汽车免征购置税政策正式结束，改为减半征收。比亚迪董事长兼总裁王传福向股东坦言，年初购置税政策的调整，是本轮新能源汽车销量波动的原因之一。　　比亚迪发布的最新产销数据显示，2026年1—5月，比亚迪累计销量1405039辆，同比下降20.32%。...

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pace","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"BYDDY":1.96,"HYDD.SI":0.6,"01211":1.96,"002594":1.96},"content_text":"6月9日，比亚迪在深圳市坪山区总部召开2025年度股东大会。据证券时报消息，比亚迪股东大会现场参会股东接近千人，再创历史新高。自2026年1月1日起，新能源汽车免征购置税政策正式结束，改为减半征收。比亚迪董事长兼总裁王传福向股东坦言，年初购置税政策的调整，是本轮新能源汽车销量波动的原因之一。　　比亚迪发布的最新产销数据显示，2026年1—5月，比亚迪累计销量1405039辆，同比下降20.32%。王传福表示，公司今年销量增长的核心限制因素并非订单不足，而是第二代刀片电池产能爬坡进度。“第二代刀片电池及闪充技术解决了电动化上半场的一大痛点，但目前产能还不够，其产能正在以每月两万到三万的增量爬升。”　　王传福进一步解释称，第一代刀片电池要进行改造，并升级到第二代刀片电池。因此产能爬坡需要一定时间，也面临着巨大的挑战。“更大的产能将在明年实现，在产能爬坡好以后，相信国内国际两个市场将同时发力。”　　2026年3月5日，比亚迪正式推出第二代刀片电池及闪充技术。据比亚迪官方介绍，在常温条件下，第二代刀片电池及闪充技术从10%充至70%电量仅需5分钟，从10%充至97%仅需9分钟。在-30℃的极寒环境下，从20%充至97%则比常温多3分钟。　　对于股东关注的企业中长期发展前景，王传福也明确了方向：随着第二代刀片电池与闪充技术已打响开局，明后年还将有新技术持续推出，“通过国内国外双轮驱动，相信五年以后比亚迪有望在规模上做到真正的全球第一。”在出海目标上，王传福则表示，公司年初制定的2026年海外出口目标应该会超额完成。　　今年1月，比亚迪曾宣布，2026年出口目标为130万辆，同比增幅约24%。此后，比亚迪又将2026年汽车出口目标从130万辆上调至150万辆，较原目标高出15%。　　值得注意的是，海外市场正成为比亚迪产销回暖的关键。2026年5月，比亚迪出口销量达160644辆，同比增长约80.4%，占总销量比重超40%。在出口销量的拉动下，比亚迪5月销量383453辆，同比微增0.26%。　　值得关注的是，在此次股东大会中，比亚迪的股价下跌以及估值问题成为股东的关注重点。比亚迪多位股东发布的现场视频显示，有股东直言，其比亚迪股票自高点购入后被套牢了26%，非常伤心。“如果我同期购入的是宁德时代股票，则会上涨76%。”　　截至2026年6月9日，比亚迪A股今年以来累计跌幅5.97%，股价从2025年5月的高点137.67元/股回落至91.89元/股。针对公司股价的相关问题，王传福则坦言，现在的股价还没能反映公司潜力。希望股东保持耐心，公司将持续用技术创新推动未来增长。　　比亚迪并非唯一一个股价下跌的车企，其他车企也面临估值回调的问题。经济学者、工信部信息通信经济专家委员会委员盘和林指出，当前，市场对新能源车的定位发生了变化，资本市场赋予成长期和成熟期企业的估值是不一样的。实际上，当前锂电池车已经进入成熟期，市场进入红海竞争阶段，未来比亚迪的增速也会遭遇瓶颈。　　盘和林进一步指出，比亚迪面临的竞争环境十分激烈，国内新能源车品牌增多，对手不断瓜分订单。同时，比亚迪的技术领先程度在缩小，部分车企在设计上不断精进，一定程度上提高了用户吸引力，从而抢走了比亚迪的部分客户。接下来，比亚迪要在品牌营销上下功夫，并进一步提升海外销量。“现阶段国内市场竞争白热化，国外市场是其必争之地，且应在传统车企切入新能源赛道前，加速切入海外市场。”（文章来源：北京商报）","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":"dataReport","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 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第二代刀片电池产能正在爬升 比亚迪股东大会定调全年增长节奏

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第二代刀片电池产能正在爬升比亚迪股东大会定调全年增长节奏