资本换帅比亚迪丰田加速电动化转型_老虎社区_美港股上老虎

资本换帅比亚迪丰田加速电动化转型

灼见汽车02-13 19:44

作者/ 陈佳出品/ 灼见汽车2026年2月，比亚迪丰田电动车科技有限公司突发人事震荡，技术派元老舒酉星闪电卸任董事，资本操盘手李黔紧急接棒。这不是简单岗位轮换，而是中日合资公司从“技术磨合”向“资本破局”的战略转向。作为丰田与比亚迪各持50%股权的纯电研发平台，BTET成立六年来推出的bZ3车型，正深陷月销仅千辆的市场困局。此次换帅直击核心矛盾，刀片电池与丰田品质的技术融合触达瓶颈之际，资本赋能与...

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灼见汽车2026年2月，比亚迪丰田电动车科技有限公司突发人事震荡，技术派元老舒酉星闪电卸任董事，资本操盘手李黔紧急接棒。这不是简单岗位轮换，而是中日合资公司从“技术磨合”向“资本破局”的战略转向。作为丰田与比亚迪各持50%股权的纯电研发平台，BTET成立六年来推出的bZ3车型，正深陷月销仅千辆的市场困局。此次换帅直击核心矛盾，刀片电池与丰田品质的技术融合触达瓶颈之际，资本赋能与全球化扩张已成破局关键，这场人事调整将重塑中日车企合作范式，更牵动全球电动化竞争格局。人事换防资本操盘手接棒舒酉星与李黔的交接，本质是合资公司发展阶段的必然选择。深耕比亚迪27年的技术掌舵人舒酉星，亲历比亚迪从电池厂商到汽车巨头的蜕变，主导推动刀片电池、e平台与丰田QDR体系的技术融合，为bZ3筑牢技术根基。但车型销量从上市初期的短暂冲高迅速回落，2025年bZ3月销更跌至1000-1500辆区间，远逊于竞品表现，单纯技术优化已难破局。李黔的登场精准填补资本短板。这位执掌比亚迪资本运作21年的资本老将，主导过比亚迪56亿美元H股闪电配售等千亿级融资项目，手握全球顶级资本资源。经济学背景与EMBA学历加持，叠加普华永道、中兴通讯的履历积淀，让他在产业链整合与海外布局上更具优势。当前BTET正需资本引擎驱动，既要支撑新车型研发以应对丰田2026年5款纯电新车的密集投放，又要加速海外落地复制比亚迪泰国、匈牙利工厂的本地化模式。李黔上任将推动合资公司从“技术研发平台”蜕变为“资本+技术双轮驱动的全球化载体”。合资3.0时代中日车企竞逐电动化赛道此次换帅宣告中日车企合作进入3.0阶段。传统合资模式多为“市场换技术”，BTET却开创行业新范式，比亚迪输出三电技术，丰田贡献品质标准与全球渠道，李黔注入资本运作能力。三方合力构建“技术打底、资本加速、市场扩张”的闭环。这与日产东风成立合资出口公司的逻辑高度契合，印证中国已从“外资生产基地”跃升为“全球出口枢纽”。对双方而言，这场合作已是背水一战。丰田2026年发起全面电动化反击，计划2030年实现全球纯电销量350万辆，BTET作为核心研发平台亟待李黔推动技术资本化与产能扩张；比亚迪2025年海外销量178%的增速背后，正需资本操盘手整合全球资源。更关键的是中国新能源渗透率已超50%，特斯拉、小米等玩家围猎，合资公司若不加速转型恐沦为行业陪衬。这场人事调整的底层逻辑是全球汽车产业的规则重构，技术夯实基础，资本决定高度，全球化布局决胜终局。李黔上任不仅是比亚迪丰田的破局关键，更是中国车企从“技术输出”到“资本赋能”的实力印证。未来三年，随着固态电池技术落地与海外产能释放，这场中日合资新实验或将重塑全球电动车市场竞争规则。","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":"executive,corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}