<blockquote>
<ul>
<li>受产能限制迫使高管多地驻厂监督后，方程豹已开始正常交付泰 3 闪充版。</li>
<li>随着公司向第二代闪充电池技术过渡，比亚迪董事长王传福警告称存在产能短缺问题。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052003205261.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052003205261.jpg"/></p><p>（2026 年 4 月北京车展上展示的方程豹泰 3 闪充版。图片来源：CnEVPost）</p><p>比亚迪旗下高端个性化品牌方程豹的泰 3 闪充运动型多用途车（SUV）交付延迟，凸显了该集团在技术转型期面临的生产压力。</p><p>泰 3 闪充版于 3 月 13 日正式上市，最初计划于 4 月中旬开始交付，但推迟到了 5 月。</p><p>方程豹事业部总经理熊天波周三在微博上发文表示，泰 3 闪充版已开始正常交付，并分享了团队为提升产能所做的努力。</p><p>加入我们的 Telegram 或 Google News</p><p>熊天波表示，本月她的团队已驻扎在陕西、安徽和郑州的生产基地，努力提升产能。</p><p>熊天波表示，截至目前，泰 3 闪充版的所有变种车型，包括两轮驱动、四轮驱动以及配备高级驾驶辅助系统的车型，均已开始交付。</p><p>此外，她表示，方程豹泰 7 闪充车型已开始向部分城市的门店发货，预计 6 月初开始大规模交付，而豹 8 和豹 5 闪充版的交付则定于 6 月中旬。</p><p>熊天波表示，闪充车型的供应相当紧张，早期下单的消费者将更早提车。</p><p>比亚迪于 3 月 5 日发布了其最新的闪充技术和第二代刀片电池，提供超快充电体验，仅需 9 分钟即可充电至 97%。</p><p>随后，公司为十多款现有车型推出了闪充版，开始了向新技术平台的大规模转型。</p><p>方程豹于 3 月 13 日推出泰 3 闪充版，4 月 29 日推出泰 7 电动版闪充版，5 月 13 日推出豹 8 和豹 5 闪充版。</p><p>随着多款搭载新一代电池和充电技术的车型上市，比亚迪集团正面临产能约束。</p><p>在 5 月 15 日的演讲中，比亚迪董事长王传福承认，电池产能紧张已影响其旗下各品牌的车辆交付，包括比亚迪品牌的王朝和海洋系列，以及腾势和仰望子品牌。</p><p>王传福表示，产能紧张的核心在于公司正全面从第一代刀片电池过渡到具备闪充能力的第二代产品，导致生产线处于改造和测试阶段。</p><p>由于新旧技术过渡需要暂停运营以升级旧生产线，比亚迪几款主力车型近期的交付周期显著延长。</p><p>王传福表示，从 5 月开始，比亚迪的生产线升级将逐步收尾，产能将持续释放。</p><p>据王传福称，随着产能增加，比亚迪的月度销量将进入稳定增长通道，预计 6 月后交付量将出现激增。</p><p>比亚迪 4 月新能源汽车（NEV）销量为 321,123 辆，较 3 月增长 6.96%。然而，这标志着该公司连续第八个月出现同比销量下滑，降幅为 15.51%。</p><p>今年前四个月，比亚迪集团累计新能源汽车销量为 1,021,586 辆，同比下降 26.02%。</p><p>比亚迪月度新能源汽车销量</p><p>2024 年  2025 年  2026 年</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051904022196-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051904022196-768x432.jpg"/></p><p>比亚迪首席科学家表示，9 分钟闪充不会损害电池寿命</p><p>“在将其转化为可大规模装车的技术之前，我们进行了大量的循环和可靠性测试。”</p>

比亚迪(ADR)

比亚迪

比亚迪股份

华夏中证新能源汽车ETF

华夏中证港股通汽车产业主题ETF

华宝智能电动汽车ETF

<p>受产能限制导致初步延迟后，方程豹已开始正常交付泰 3 闪充版。比亚迪董事长王传福承认，在向第二代闪充技术过渡期间面临生产压力，影响了多款车型的交付。尽管新能源汽车销量同比下降 15.51%，但比亚迪预计产能改善将在 6 月后推动月度销量和交付量增长</p>

<blockquote>
<ul>
<li>Fang Cheng Bao has started normal deliveries of the Tai 3 flash charging edition, after capacity constraints forced executives to oversee factories in multiple locations.</li>
<li>BYD chairman Wang Chuanfu warned of capacity shortages as the company transitions to its second-generation flash charging battery technology.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>受产能限制迫使高管多地驻厂监督后，方程豹已开始正常交付泰 3 闪充版。</li>
<li>随着公司向第二代闪充电池技术过渡，比亚迪董事长王传福警告称存在产能短缺问题。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052003205261.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026052003205261.jpg"/></p>
<p>(A Fang Cheng Bao Tai 3 flash charging edition showcased at the Beijing Auto Show in April 2026. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（2026 年 4 月北京车展上展示的方程豹泰 3 闪充版。图片来源：CnEVPost）</p></div><p>Delivery delays for the Tai 3 flash charging sport utility vehicle (SUV) under Fang Cheng Bao, BYD's high-end personalized brand, highlight the production pressure the group faces amid a technology transition.</p>
<div class="lb-trans"><p>比亚迪旗下高端个性化品牌方程豹的泰 3 闪充运动型多用途车（SUV）交付延迟，凸显了该集团在技术转型期面临的生产压力。</p></div><p>The Tai 3 flash charging edition was officially launched on March 13, with initial deliveries scheduled for mid-April, but they were pushed back to May.</p>
<div class="lb-trans"><p>泰 3 闪充版于 3 月 13 日正式上市，最初计划于 4 月中旬开始交付，但推迟到了 5 月。</p></div><p>Xiong Tianbo, general manager of the Fang Cheng Bao division, posted on Weibo on Wednesday that normal deliveries of the Tai 3 flash charging edition have begun, sharing the team's efforts to boost production capacity.</p>
<div class="lb-trans"><p>方程豹事业部总经理熊天波周三在微博上发文表示，泰 3 闪充版已开始正常交付，并分享了团队为提升产能所做的努力。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>Xiong said her team has been stationed at production bases in Shaanxi, Anhui, and Zhengzhou this month in an effort to ramp up capacity.</p>
<div class="lb-trans"><p>熊天波表示，本月她的团队已驻扎在陕西、安徽和郑州的生产基地，努力提升产能。</p></div><p>As of now, deliveries have commenced for all variants of the Tai 3 flash charging edition, including two-wheel drive, four-wheel drive, and models equipped with advanced driver assistance systems, Xiong said.</p>
<div class="lb-trans"><p>熊天波表示，截至目前，泰 3 闪充版的所有变种车型，包括两轮驱动、四轮驱动以及配备高级驾驶辅助系统的车型，均已开始交付。</p></div><p>In addition, Fang Cheng Bao Tai 7 flash charging vehicles have started shipping to stores in select cities, with mass deliveries expected to begin in early June, while deliveries of the Bao 8 and Bao 5 flash charging editions are slated for mid-June, she said.</p>
<div class="lb-trans"><p>此外，她表示，方程豹泰 7 闪充车型已开始向部分城市的门店发货，预计 6 月初开始大规模交付，而豹 8 和豹 5 闪充版的交付则定于 6 月中旬。</p></div><p>The supply of flash charging models is quite tight, and consumers who order earlier will get their deliveries sooner, Xiong said.</p>
<div class="lb-trans"><p>熊天波表示，闪充车型的供应相当紧张，早期下单的消费者将更早提车。</p></div><p>BYD unveiled its latest flash charging technology and second-generation Blade Battery on March 5, offering an ultra-fast charging experience that reaches 97% in just nine minutes.</p>
<div class="lb-trans"><p>比亚迪于 3 月 5 日发布了其最新的闪充技术和第二代刀片电池，提供超快充电体验，仅需 9 分钟即可充电至 97%。</p></div><p>The company subsequently rolled out flash charging editions for more than a dozen existing models, embarking on a massive shift to the new technology platform.</p>
<div class="lb-trans"><p>随后，公司为十多款现有车型推出了闪充版，开始了向新技术平台的大规模转型。</p></div><p>Fang Cheng Bao launched the Tai 3 flash charging edition on March 13, the Tai 7 EV flash charging edition on April 29, and the Bao 8 and Bao 5 flash charging editions on May 13.</p>
<div class="lb-trans"><p>方程豹于 3 月 13 日推出泰 3 闪充版，4 月 29 日推出泰 7 电动版闪充版，5 月 13 日推出豹 8 和豹 5 闪充版。</p></div><p>With a slew of models equipped with the new-generation battery and charging technology hitting the market, BYD Group is facing capacity constraints.</p>
<div class="lb-trans"><p>随着多款搭载新一代电池和充电技术的车型上市，比亚迪集团正面临产能约束。</p></div><p>In a speech on May 15, BYD chairman Wang Chuanfu admitted that tight battery capacity has affected vehicle deliveries across its brands, including the BYD brand's Dynasty and Ocean lineup, as well as Denza and Yangwang sub-brands.</p>
<div class="lb-trans"><p>在 5 月 15 日的演讲中，比亚迪董事长王传福承认，电池产能紧张已影响其旗下各品牌的车辆交付，包括比亚迪品牌的王朝和海洋系列，以及腾势和仰望子品牌。</p></div><p>Wang said the core of the capacity squeeze lies in the company's comprehensive transition from the first-generation Blade Battery to the second-generation product featuring flash charging capabilities, leaving production lines in a phase of retrofitting and testing.</p>
<div class="lb-trans"><p>王传福表示，产能紧张的核心在于公司正全面从第一代刀片电池过渡到具备闪充能力的第二代产品，导致生产线处于改造和测试阶段。</p></div><p>Because the transition between old and new technologies requires halting operations to upgrade older production lines, the delivery cycles for several of BYD's main models have been significantly prolonged recently.</p>
<div class="lb-trans"><p>由于新旧技术过渡需要暂停运营以升级旧生产线，比亚迪几款主力车型近期的交付周期显著延长。</p></div><p>Starting in May, BYD's production line upgrades will gradually wind down, and capacity will be continuously unleashed, Wang said.</p>
<div class="lb-trans"><p>王传福表示，从 5 月开始，比亚迪的生产线升级将逐步收尾，产能将持续释放。</p></div><p>As capacity increases, BYD's monthly sales will enter a steady growth channel, with a surge in deliveries expected after June, according to Wang.</p>
<div class="lb-trans"><p>据王传福称，随着产能增加，比亚迪的月度销量将进入稳定增长通道，预计 6 月后交付量将出现激增。</p></div><p>BYD's new energy vehicle (NEV) sales in April stood at 321,123 units, up 6.96% from March. However, this marked the company's eighth consecutive month of year-on-year sales declines, dropping by 15.51%.</p>
<div class="lb-trans"><p>比亚迪 4 月新能源汽车（NEV）销量为 321,123 辆，较 3 月增长 6.96%。然而，这标志着该公司连续第八个月出现同比销量下滑，降幅为 15.51%。</p></div><p>In the first four months of this year, BYD Group's cumulative NEV sales totaled 1,021,586 units, down 26.02% year-on-year.</p>
<div class="lb-trans"><p>今年前四个月，比亚迪集团累计新能源汽车销量为 1,021,586 辆，同比下降 26.02%。</p></div><p>BYD monthly NEV sales</p>
<div class="lb-trans"><p>比亚迪月度新能源汽车销量</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024 年  2025 年  2026 年</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051904022196-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051904022196-768x432.jpg"/></p>
<p>BYD top scientist says 9-minute flash charging won't damage battery life</p>
<div class="lb-trans"><p>比亚迪首席科学家表示，9 分钟闪充不会损害电池寿命</p></div><p>&#34;We did a massive amount of cycle and reliability testing before turning it into a technology that can be installed in vehicles on a large scale.&#34;</p>
<div class="lb-trans"><p>“在将其转化为可大规模装车的技术之前，我们进行了大量的循环和可靠性测试。”</p></div>

Fang Cheng Bao SUV delivery delays highlight BYD's manufacturing pressure amid tech transition

- 方程宝已开始正常交付 Tai 3 闪充版，但因产能限制延迟发货。  
- 该车型于 3 月 13 日正式上市，原定 4 月中交付，后延至 5 月。  
- 比亚迪董事长王传福称，产能紧张影响多款车型交付，6 月后有望逐步改善。

方程豹SUV交付延迟凸显比亚迪在技术转型期的制造压力