<p>这一点得到了比亚迪巴西商用车总监 Marcelo Schneider 在接受《南华早报》采访时的确认。自 2015 年以来，比亚迪一直在巴西圣保罗州的坎皮纳斯组装电池电动公交车底盘，过去十年间在该工厂生产了约 600 个底盘。由于订单已被确认，比亚迪预计仅在 2026 年就将生产约 1200 个底盘，这意味着该工厂的生产能力在明年已经完全利用。</p>
<p>坎皮纳斯工厂目前的名义产能为每年最多 2000 个底盘，但这只能在理想条件下实现。根据 Schneider 的说法，实际生产输出和实际限制要低得多，因为生产的复杂性取决于具体的公交车配置。例如，比亚迪还在坎皮纳斯制造铰接式公交车，这 “需要更多的时间和资源”。</p>
<p>因此，根据报告，比亚迪计划逐步扩大生产能力。在短期内，将在坎皮纳斯附近建立一个临时生产设施，预计将在四到六个月内大致将当前产能翻倍。然而，这只是一个过渡解决方案，因为比亚迪正在追求一个更全面的战略。该公司计划建设一座全新的工厂，可能会取代目前分散在坎皮纳斯地区的所有商用车工厂。新设施计划位于圣保罗州，预计将在两到三年内开始运营。</p>
<p>新工厂还将使比亚迪能够扩大其本地制造的产品范围。该工厂设计用于生产电动卡车，这是比亚迪目前通过进口在巴西服务的一个细分市场。新设施在满负荷运转时，每年可生产 6000 到 7000 个底盘。预计将雇佣 700 到 800 人，而目前的工厂员工不到 100 人。</p>
<p>根据比亚迪经理 Schneider 的说法，目前强劲的订单情况是由于许多公共交通运营商正在进行大规模的 “车队更换潮”。特别是在圣保罗，许多运营商现在正在采购新公交车并更新他们的车队，因为现有车辆在 Covid-19 疫情期间未能更换，服务时间超过了计划。</p>
<p>在新设施中，比亚迪打算不仅为巴西市场生产，还要出口电池电动公交车和底盘。根据报告，重点将放在南美，但未来也在考虑向非洲出口。</p>
<p>上述计划仅涉及圣保罗州的工厂。在巴伊亚州，比亚迪自 2023 年以来在前福特工业用地上建设了一座电动和混合动力汽车的工厂，另一座用于电池电动公交车和卡车底盘的工厂，以及第三座用于处理锂和铁磷酸盐以供国际市场的工厂。</p>
<p>scmp.com</p>

比亚迪股份

比亚迪(ADR)

比亚迪

<p>比亚迪计划在巴西圣保罗建立一座新的电动公交车工厂，预计在三年内完成，原因是需求上升。目前的坎皮纳斯工厂产能已满，迫使公司临时设施以便将产量翻倍。新工厂将每年生产 6,000-7,000 个底盘，并雇佣 700-800 名员工，扩展比亚迪的产品范围，包括电动卡车。此次扩张旨在满足当地和出口需求，受到公共交通运营商更换车队浪潮的推动</p>

<p>This was confirmed by Marcelo Schneider, Director of Commercial Vehicles at BYD Brazil, in a statement to the <em>South China Morning Post</em> (SCMP). BYD has been assembling battery-electric bus chassis in Campinas, São Paulo state, since 2015 and has produced around 600 chassis at the facility over the past decade. Owing to secured orders, BYD expects to produce approximately 1,200 chassis in 2026 alone, which means the plant’s production capacity is already fully utilised for next year.</p>
<div class="lb-trans"><p>这一点得到了比亚迪巴西商用车总监 Marcelo Schneider 在接受《南华早报》采访时的确认。自 2015 年以来，比亚迪一直在巴西圣保罗州的坎皮纳斯组装电池电动公交车底盘，过去十年间在该工厂生产了约 600 个底盘。由于订单已被确认，比亚迪预计仅在 2026 年就将生产约 1200 个底盘，这意味着该工厂的生产能力在明年已经完全利用。</p>
</div><p>The Campinas plant currently has a nominal capacity of up to 2,000 chassis per year, though this could only be achieved under ideal conditions. According to Schneider, the actual production output and practical limit are significantly lower, as the complexity of production depends on the specific bus configuration. For example, BYD also manufactures articulated buses in Campinas, which ‘require more time and resources.’</p>
<div class="lb-trans"><p>坎皮纳斯工厂目前的名义产能为每年最多 2000 个底盘，但这只能在理想条件下实现。根据 Schneider 的说法，实际生产输出和实际限制要低得多，因为生产的复杂性取决于具体的公交车配置。例如，比亚迪还在坎皮纳斯制造铰接式公交车，这 “需要更多的时间和资源”。</p>
</div><p>As a result, BYD plans to expand its production capacity gradually, according to the report. In the short term, a temporary production facility will be established near Campinas, which is expected to roughly double the current capacity within four to six months. However, this is only an interim solution, as BYD is pursuing a far more comprehensive strategy. The company plans to construct an entirely new factory that could potentially replace all existing commercial vehicle plants currently scattered across the Campinas region. The new facility is planned for São Paulo state, with operations expected to commence in two to three years.</p>
<div class="lb-trans"><p>因此，根据报告，比亚迪计划逐步扩大生产能力。在短期内，将在坎皮纳斯附近建立一个临时生产设施，预计将在四到六个月内大致将当前产能翻倍。然而，这只是一个过渡解决方案，因为比亚迪正在追求一个更全面的战略。该公司计划建设一座全新的工厂，可能会取代目前分散在坎皮纳斯地区的所有商用车工厂。新设施计划位于圣保罗州，预计将在两到三年内开始运营。</p>
</div><p>The new plant will also enable BYD to expand its locally manufactured product range. The factory is designed to produce electric trucks, a segment BYD currently serves in Brazil through imports. At full capacity, the new facility could produce between 6,000 and 7,000 chassis annually. It is expected to employ 700 to 800 people, compared to fewer than 100 employees at the current site.</p>
<div class="lb-trans"><p>新工厂还将使比亚迪能够扩大其本地制造的产品范围。该工厂设计用于生产电动卡车，这是比亚迪目前通过进口在巴西服务的一个细分市场。新设施在满负荷运转时，每年可生产 6000 到 7000 个底盘。预计将雇佣 700 到 800 人，而目前的工厂员工不到 100 人。</p>
</div><p>According to BYD manager Schneider, the current strong order situation is driven by a major ‘wave of fleet replacement’ among many public transport operators. Particularly in São Paulo, numerous operators are now procuring new buses and renewing their fleets, as existing vehicles could not be replaced during the Covid-19 pandemic and remained in service longer than planned.</p>
<div class="lb-trans"><p>根据比亚迪经理 Schneider 的说法，目前强劲的订单情况是由于许多公共交通运营商正在进行大规模的 “车队更换潮”。特别是在圣保罗，许多运营商现在正在采购新公交车并更新他们的车队，因为现有车辆在 Covid-19 疫情期间未能更换，服务时间超过了计划。</p>
</div><p>At the new facility, BYD intends to produce not only for the Brazilian market but also to export battery-electric buses and chassis. The focus will be on South America, though exports to Africa are also being considered for the future, according to the report.</p>
<div class="lb-trans"><p>在新设施中，比亚迪打算不仅为巴西市场生产，还要出口电池电动公交车和底盘。根据报告，重点将放在南美，但未来也在考虑向非洲出口。</p>
</div><p>The aforementioned plans refer only to the plants in São Paulo state. In Bahia state, BYD has been constructing as reported a facility for electric and hybrid cars, another for battery-electric bus and truck chassis, and a third plant to process lithium and iron phosphate for the international market on a former Ford industrial site since 2023.</p>
<div class="lb-trans"><p>上述计划仅涉及圣保罗州的工厂。在巴伊亚州，比亚迪自 2023 年以来在前福特工业用地上建设了一座电动和混合动力汽车的工厂，另一座用于电池电动公交车和卡车底盘的工厂，以及第三座用于处理锂和铁磷酸盐以供国际市场的工厂。</p>
</div><p>scmp.com</p>
<div class="lb-trans"><p>scmp.com</p>
</div>

BYD to build additional e-bus factory in Brazil

- 比亚迪在巴西的坎皮纳斯工厂自 2015 年以来已生产约 600 辆电动巴士底盘。  
- 预计 2026 年将生产约 1,200 辆，产能已完全利用。  
- 公司计划新建工厂，年产能可达 6,000 至 7,000 辆，以满足南美和非洲市场需求。

比亚迪将在巴西新建一座电动巴士工厂