<p>中国电动车（EV）巨头比亚迪预计，随着其最新快充电池的产量提升，明年在国内和全球的销售将更加强劲，这可能帮助其重新夺回市场主导地位。在周二于深圳举行的公司年度股东大会上，董事长兼总裁王传福告诉股东，其刀片电池 2.0 和闪充技术在国内外市场获得了热烈反响，但电池单元的生产仍然不足以满足需求。王表示，比亚迪正在将电池生产能力提高 2 万到 3 万个单位每月。他补充说，今年的汽车销售量将受到最新电池供应的影响。“一旦我们的 [电池] 生产在明年赶上，我们有信心国内和国际市场都会看到强劲增长，” 这家全球最大的电动车制造商的老板在周一表示。这家总部位于深圳的电动车巨头在 3 月初推出并开始大规模生产其第二代刀片电池，该电池能够在九分钟内从 10% 充电至 97%，在 4 月的北京车展上引发了国内电池制造商之间的充电速度竞争，包括宁德时代（CATL）和国轩高科（CALB）。德意志银行在周二的一份报告中表示，比亚迪还将新电池和充电技术的应用扩展到至少 12 款车型，这导致了电池单元的短缺。这导致该公司的 Denza Z9 GT 轿车（首款采用新技术的车型）等待时间达到四到五周。得益于快充电池，比亚迪 5 月份的销售量增加了 0.26%，达到 383,453 辆，结束了连续八个月的同比下降。5 月份的增长与其国内市场的下滑形成对比，因 1 月份补贴的撤回，零售销售量同比下降 7.5%，约为 95 万辆。由于政府激励措施的减少，比亚迪在 2026 年初的表现缓慢，2 月份的月度电动车销售首次跌破 20 万辆，第一季度净利润同比暴跌 55%。随着产能的提升，比亚迪的汽车销售预计今年将增长 6%，达到 490 万辆，德意志银行亚洲汽车及汽车科技证券研究负责人王斌表示。王估计，比亚迪第二季度的净利润将达到 1000 万元，同比增长 59%。上海汽车前瞻咨询公司的董事总经理张颖表示，比亚迪的闪充技术，加上充电站建设速度超出预期，是其目前的护城河。但他警告称，考虑到竞争激烈和油价可能下跌，明年销售的任何改善可能与今年相比微不足道。在股东大会上，比亚迪董事长王传福表示，他预计国内和海外市场将实现 “双引擎增长”，新技术将在未来两年内推出，使 “中国技术能够走向全球”。在汽车制造商将重点转向出口市场以弥补国内需求减弱后，海外市场的销售预计将增长。5 月份，海外销售同比激增 80%，达到创纪录的 160,644 辆。今年前五个月，比亚迪的全球业务占其总汽车销售的近 44%。比亚迪将全年出口目标从 1 月份的 130 万辆上调至 3 月份的 150 万辆，因为中东冲突引发的油价震荡推动了对电动车的需求。</p>

<p>比亚迪预计明年全球销售将更强劲，因为它正在加大对刀片电池 2.0 和闪充技术的生产以满足需求。董事长王传福表示，增加电池产能将推动国内和国际市场的增长，海外销售在 5 月份激增 80%。尽管由于补贴削减，2026 年开局缓慢，比亚迪将全年出口目标修订为 150 万辆，旨在通过新技术实现 “双引擎增长”</p>

<p>China’s electric vehicle (EV) king BYD expects stronger sales next year at home and globally after boosting production of its latest fast-charging batteries, which may help it regain market dominance. At the company’s annual general meeting in Shenzhen on Tuesday, chairman and president Wang Chuanfu told shareholders that its Blade Battery 2.0 and Flash Charging technology had received a warm response in domestic and overseas markets, but that battery cell production remained insufficient to meet demand. BYD was increasing its battery production capacity by 20,000 units to 30,000 units per month, Wang said. He added that this year’s car sales volume would be subject to the supply of its latest batteries. “Once our [battery] production catches up next year, we are confident that both domestic and international markets will see strong growth,” said the boss of the world’s largest EV producer on Monday. The Shenzhen-based EV giant launched and started mass production of its second-generation Blade Battery in early March, which it said was able to charge from 10 per cent to 97 per cent in nine minutes, initiating a charging speed war among domestic battery makers including Contemporary Amperex Technology Ltd (CATL) and CALB Group at the Beijing Auto Show in April. BYD also extended the application of the new battery and charging technology by at least 12 of its models, which helped fuel a shortage of battery cells, Deutsche Bank said in a note on Tuesday. This led to waiting times of four to five weeks for the company’s Denza Z9 GT sedans, the first model to include the new technology, the bank added. Thanks to the fast-charging batteries, BYD’s sales volume in May increased 0.26 per cent to 383,453 units, ending an eight-month streak of posting year-on-year declines. The increase in May bucked the decline in its domestic market, where retail sales volume dropped 7.5 per cent to around 950,000 year on year due to the subsidy pullback in January. Squeezed by reduced government incentives, BYD had a slow start to 2026, with its monthly EV sales sinking below 200,000 units in February for the first time in nearly two years and first-quarter net profit plunging 55 per cent year on year. With the capacity ramp-up, BYD’s car sales were expected to grow 6 per cent to 4.9 million units this year, said Wang Bin, head of Asia autos and auto tech securities research at Deutsche Bank. Wang estimated that BYD would book 10 million yuan second-quarter net profit, a big jump of 59 per cent year on year. Yale Zhang, managing director at consultancy Automotive Foresight in Shanghai, said BYD’s flash charging technology, together with the faster-than-expected construction of charging stations, was its moat for the time being. But he cautioned that any improvement in next year’s sales could be minor compared with this year given the sticky competition and a potential fall in oil prices. At the shareholder meeting, BYD chairman Wang said he expected “dual-engine growth” in both domestic and overseas markets, bolstered by the new technologies to be launched in the coming two years that would enable “Chinese technologies to reach a global audience”. The increase of sales in overseas markets was expected after the carmaker had shifted its focus to the export market to compensate for weakening domestic demand. Overseas sales in May surged 80 per cent year on year to a record high 160,644 units. For the first five months of the year, BYD’s global business accounted for nearly 44 per cent of its total car sales. BYD revised up its full-year exports targets from 1.3 million units in January to 1.5 million units in March, as the oil shock stemming from the Middle Eastern conflicts drove up demand for EVs.</p>
<div class="lb-trans"><p>中国电动车（EV）巨头比亚迪预计，随着其最新快充电池的产量提升，明年在国内和全球的销售将更加强劲，这可能帮助其重新夺回市场主导地位。在周二于深圳举行的公司年度股东大会上，董事长兼总裁王传福告诉股东，其刀片电池 2.0 和闪充技术在国内外市场获得了热烈反响，但电池单元的生产仍然不足以满足需求。王表示，比亚迪正在将电池生产能力提高 2 万到 3 万个单位每月。他补充说，今年的汽车销售量将受到最新电池供应的影响。“一旦我们的 [电池] 生产在明年赶上，我们有信心国内和国际市场都会看到强劲增长，” 这家全球最大的电动车制造商的老板在周一表示。这家总部位于深圳的电动车巨头在 3 月初推出并开始大规模生产其第二代刀片电池，该电池能够在九分钟内从 10% 充电至 97%，在 4 月的北京车展上引发了国内电池制造商之间的充电速度竞争，包括宁德时代（CATL）和国轩高科（CALB）。德意志银行在周二的一份报告中表示，比亚迪还将新电池和充电技术的应用扩展到至少 12 款车型，这导致了电池单元的短缺。这导致该公司的 Denza Z9 GT 轿车（首款采用新技术的车型）等待时间达到四到五周。得益于快充电池，比亚迪 5 月份的销售量增加了 0.26%，达到 383,453 辆，结束了连续八个月的同比下降。5 月份的增长与其国内市场的下滑形成对比，因 1 月份补贴的撤回，零售销售量同比下降 7.5%，约为 95 万辆。由于政府激励措施的减少，比亚迪在 2026 年初的表现缓慢，2 月份的月度电动车销售首次跌破 20 万辆，第一季度净利润同比暴跌 55%。随着产能的提升，比亚迪的汽车销售预计今年将增长 6%，达到 490 万辆，德意志银行亚洲汽车及汽车科技证券研究负责人王斌表示。王估计，比亚迪第二季度的净利润将达到 1000 万元，同比增长 59%。上海汽车前瞻咨询公司的董事总经理张颖表示，比亚迪的闪充技术，加上充电站建设速度超出预期，是其目前的护城河。但他警告称，考虑到竞争激烈和油价可能下跌，明年销售的任何改善可能与今年相比微不足道。在股东大会上，比亚迪董事长王传福表示，他预计国内和海外市场将实现 “双引擎增长”，新技术将在未来两年内推出，使 “中国技术能够走向全球”。在汽车制造商将重点转向出口市场以弥补国内需求减弱后，海外市场的销售预计将增长。5 月份，海外销售同比激增 80%，达到创纪录的 160,644 辆。今年前五个月，比亚迪的全球业务占其总汽车销售的近 44%。比亚迪将全年出口目标从 1 月份的 130 万辆上调至 3 月份的 150 万辆，因为中东冲突引发的油价震荡推动了对电动车的需求。</p>
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比亚迪希望通过追赶快速充电电池容量来提升销量