<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060911211346.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/2026/06/2026060911211346.jpg"/></p><p>2026 年 4 月在北京车展上展出的仰望 U7。图片来源：CnEVPost</p><blockquote>
<ul>
<li>王传福表示，比亚迪将通过前瞻性规划和把握关键里程碑，为股东带来更好的回报。</li>
<li>他预计比亚迪将在 2030 年成为真正的全球规模第一。</li>
</ul>
</blockquote><p>比亚迪（HKEX: 1211）董事长兼总裁王传福表示，这家中国新能源汽车（NEV）制造商的股价被市场低估，并呼吁投资者保持耐心。</p><p>王传福是在周二举行的 2025 年年度股东大会上发表上述言论的。在过去一年中，比亚迪在香港交易的股票经历了大幅滑坡，从每股 132.2 港元跌至 88.40 港元，跌幅达 33%。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060911273561.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/2026/06/2026060911273561.jpg"/></p><p>加入我们的 Telegram 或 Google News</p><p>他承诺将通过持续的技术创新提升公司业绩，并预计公司将在 2030 年成为按规模计算全球最大的汽车制造商。</p><p>针对投资者对市值缩水的担忧，王传福表示，虽然市场广泛认可比亚迪的增长潜力，但当前的股价表现未能准确反映公司的真实价值。</p><p>“代表管理层，我理解并感谢你们的支持，” 王传福对出席会议的投资者表示。</p><p>他敦促股东保持耐心，并坚信通过科学、前瞻性的规划以及在关键里程碑上的精准执行，公司必将为股东带来更好的回报。</p><p>这家总部位于深圳的汽车制造商今年早些时候经历了一段艰难时期。</p><p>王传福承认，由于从 2026 年 1 月起中国新能源汽车购置税优惠减半，去年年底国内市场需求被透支。这导致新能源汽车行业在今年第一季度经历了其 “最黑暗的时刻”。</p><p>然而，最糟糕的时期似乎已经过去。在全球油价上涨和新技术迭代的推动下，比亚迪的销量在 3 月和 4 月开始逐月反弹。</p><p>5 月份，公司新能源汽车批发交付量达到 383,453 辆，同比微增 0.26%。</p><p>这一轻微但至关重要的增长正式结束了比亚迪此前连续八个月的销量下滑势头。</p><p>王传福将近期的销量波动归因于生产线的全面改造。公司正从第一代刀片电池过渡到具备超快闪充能力的第二代产品。</p><p>这次技术升级导致了短期的产能瓶颈，延长了多款主流车型的交付周期。不过，王传福透露，目前第二代刀片电池的产能正以每月 2 万至 3 万辆的速度攀升。</p><p>王传福表示，预计到今年年底，公司的现金流、生产和销售量将完全恢复到此前的水平。</p><p>在巩固国内市场的同时，海外市场的爆发式增长正在重塑比亚迪的收入结构。</p><p>5 月份，公司海外销量创下 160,644 辆的历史新高，同比激增 80.40%。</p><p>王传福指出，包括比亚迪在内的中国汽车制造商在产品竞争力、技术和用户体验方面已经超越了当地同行。</p><p>他表示，公司 2026 年的原始海外销量目标为 150 万辆，但鉴于目前的强劲势头，这一预期很可能被打破。</p><p>为支持巨大的出口需求，比亚迪正在加速构建全球化生产网络。</p><p>其泰国工厂已投产，印尼工厂即将开始大规模生产。与此同时，巴西制造基地进展迅速，位于欧洲匈牙利的新工厂也接近投产。</p><p>除了规模扩张，进军高端市场也是比亚迪提高利润率的核心战略。</p><p>王朝系列首款 D 级旗舰 SUV“大唐” 电动车将于 6 月 17 日正式上市，预售价格区间为 25 万元至 32 万元人民币（约合 36,854 美元起）。</p><p>在开启预售的前两周内，这款全尺寸 SUV 的订单迅速突破 10 万辆。</p><p>王传福表示，汽车本质上是关乎安全的交通工具，只有减少炒作，回归技术基本面，才能真正赢得中高端消费者的认可。</p><p>展望未来，比亚迪也在为即将到来的自动驾驶革命奠定基础。</p><p>王传福预测，L3 和 L4 级自动驾驶技术必将提前实现商业化。公司已在欧洲、南美、东南亚和中东等地区准备了培训中心。</p><p>在国内外市场的双重驱动下，王传福对公司的长期愿景充满信心。</p><p>他预计比亚迪在未来三到五年内将保持持续增长，并在 2030 年成为真正的全球规模第一。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060905555651-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060905555651-768x432.jpg"/></p><p>比亚迪董事长称今年销量取决于电池产量，明年销量将更大</p><p>王传福在股东大会上表示，第二代刀片电池的产能正以每月 2 万至 3 万辆的增量攀升。</p><p>（1 美元 = 6.7834 元人民币）</p>

比亚迪

比亚迪股份

比亚迪(ADR)

<p>随着过去一年股价下跌 33%，比亚迪董事长王传福呼吁投资者保持耐心，并称公司被低估。在 2025 年年度股东大会上，他承诺将通过技术创新和前瞻性规划提供更好的回报，目标是到 2030 年成为全球规模领导者。尽管因升级至第二代刀片电池导致近期出现生产瓶颈，但销量正在反弹，5 月份海外销量激增 80.4%。比亚迪正加速全球制造扩张和高端产品发布，以支持长期增长</p>

<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060911211346.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/06/2026060911211346.jpg"/></p>
<p>A Yangwang U7 on display at the Beijing Auto Show in April 2026. Credit: CnEVPost</p>
<div class="lb-trans"><p>2026 年 4 月在北京车展上展出的仰望 U7。图片来源：CnEVPost</p></div><blockquote>
<ul>
<li>Wang said BYD will deliver better returns to shareholders through forward-looking planning and seizing key milestones.</li>
<li>He expects BYD to become the true global number one in scale by 2030.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>王传福表示，比亚迪将通过前瞻性规划和把握关键里程碑，为股东带来更好的回报。</li>
<li>他预计比亚迪将在 2030 年成为真正的全球规模第一。</li>
</ul>
</blockquote></div><p>Wang Chuanfu, chairman and president of BYD (HKEX: 1211), said the Chinese new energy vehicle (NEV) maker's stock is undervalued by the market and urged investors to remain patient.</p>
<div class="lb-trans"><p>比亚迪（HKEX: 1211）董事长兼总裁王传福表示，这家中国新能源汽车（NEV）制造商的股价被市场低估，并呼吁投资者保持耐心。</p></div><p>Wang made the remarks at the 2025 annual shareholders' meeting held on Tuesday. Over the past year, BYD's Hong Kong-traded shares have experienced a significant slump, falling 33% from HK$132.2 to HK$88.40 per share.</p>
<div class="lb-trans"><p>王传福是在周二举行的 2025 年年度股东大会上发表上述言论的。在过去一年中，比亚迪在香港交易的股票经历了大幅滑坡，从每股 132.2 港元跌至 88.40 港元，跌幅达 33%。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060911273561.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/06/2026060911273561.jpg"/></p>
<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>He pledged to boost company performance through continuous technological innovation and expects the company to become the world's largest automaker by scale in 2030.</p>
<div class="lb-trans"><p>他承诺将通过持续的技术创新提升公司业绩，并预计公司将在 2030 年成为按规模计算全球最大的汽车制造商。</p></div><p>Addressing investor concerns about the shrinking market capitalization, Wang said that while the market widely recognizes BYD's growth potential, the current stock performance fails to accurately reflect the company's true value.</p>
<div class="lb-trans"><p>针对投资者对市值缩水的担忧，王传福表示，虽然市场广泛认可比亚迪的增长潜力，但当前的股价表现未能准确反映公司的真实价值。</p></div><p>&#34;On behalf of the management, I understand and appreciate your support,&#34; Wang told the investors attending the meeting.</p>
<div class="lb-trans"><p>“代表管理层，我理解并感谢你们的支持，” 王传福对出席会议的投资者表示。</p></div><p>He urged shareholders to maintain patience, expressing firm belief that with scientific, forward-looking planning and precise execution at key milestones, the company will definitely deliver better returns to shareholders.</p>
<div class="lb-trans"><p>他敦促股东保持耐心，并坚信通过科学、前瞻性的规划以及在关键里程碑上的精准执行，公司必将为股东带来更好的回报。</p></div><p>The Shenzhen-based automaker went through a difficult period earlier this year.</p>
<div class="lb-trans"><p>这家总部位于深圳的汽车制造商今年早些时候经历了一段艰难时期。</p></div><p>Wang admitted that domestic market demand was overdrawn late last year due to the halving of China's NEV purchase tax incentives starting in January 2026. This led the NEV industry to experience its &#34;darkest moment&#34; in the first quarter of this year.</p>
<div class="lb-trans"><p>王传福承认，由于从 2026 年 1 月起中国新能源汽车购置税优惠减半，去年年底国内市场需求被透支。这导致新能源汽车行业在今年第一季度经历了其 “最黑暗的时刻”。</p></div><p>However, the worst appears to be over. Driven by rising global oil prices and the iteration of new technologies, BYD's sales began to rebound month by month in March and April.</p>
<div class="lb-trans"><p>然而，最糟糕的时期似乎已经过去。在全球油价上涨和新技术迭代的推动下，比亚迪的销量在 3 月和 4 月开始逐月反弹。</p></div><p>In May, the company's wholesale NEV deliveries reached 383,453 units, edging up 0.26% from a year earlier.</p>
<div class="lb-trans"><p>5 月份，公司新能源汽车批发交付量达到 383,453 辆，同比微增 0.26%。</p></div><p>This slight but crucial growth officially ended BYD's previous eight-month streak of declining sales.</p>
<div class="lb-trans"><p>这一轻微但至关重要的增长正式结束了比亚迪此前连续八个月的销量下滑势头。</p></div><p>Wang attributed the recent sales fluctuations to a comprehensive overhaul of production lines. The company is transitioning from its first-generation Blade Battery to the second-generation product featuring ultra-fast flash charging capabilities.</p>
<div class="lb-trans"><p>王传福将近期的销量波动归因于生产线的全面改造。公司正从第一代刀片电池过渡到具备超快闪充能力的第二代产品。</p></div><p>This technological upgrade has caused short-term capacity bottlenecks, extending the delivery cycles for several mainstream models. However, Wang revealed that the production capacity of the second-generation Blade Battery is currently ramping up by 20,000 to 30,000 units per month.</p>
<div class="lb-trans"><p>这次技术升级导致了短期的产能瓶颈，延长了多款主流车型的交付周期。不过，王传福透露，目前第二代刀片电池的产能正以每月 2 万至 3 万辆的速度攀升。</p></div><p>By the end of this year, the company's cash flow, production, and sales volumes are expected to fully recover to previous levels, Wang said.</p>
<div class="lb-trans"><p>王传福表示，预计到今年年底，公司的现金流、生产和销售量将完全恢复到此前的水平。</p></div><p>While consolidating its domestic market, explosive growth in overseas markets is reshaping BYD's revenue structure.</p>
<div class="lb-trans"><p>在巩固国内市场的同时，海外市场的爆发式增长正在重塑比亚迪的收入结构。</p></div><p>In May, the company's overseas sales hit a record 160,644 units, surging 80.40% year-on-year.</p>
<div class="lb-trans"><p>5 月份，公司海外销量创下 160,644 辆的历史新高，同比激增 80.40%。</p></div><p>Wang noted that Chinese automakers, including BYD, have surpassed their local peers in product competitiveness, technology, and user experience.</p>
<div class="lb-trans"><p>王传福指出，包括比亚迪在内的中国汽车制造商在产品竞争力、技术和用户体验方面已经超越了当地同行。</p></div><p>The company's original overseas sales target for 2026 was 1.5 million units, but given the current strong momentum, this expectation is likely to be beaten, he said.</p>
<div class="lb-trans"><p>他表示，公司 2026 年的原始海外销量目标为 150 万辆，但鉴于目前的强劲势头，这一预期很可能被打破。</p></div><p>To support the massive export demand, BYD is accelerating the construction of a globalized production network.</p>
<div class="lb-trans"><p>为支持巨大的出口需求，比亚迪正在加速构建全球化生产网络。</p></div><p>Its plant in Thailand has already commenced production, and the Indonesian factory is about to start mass production. Meanwhile, the manufacturing base in Brazil is advancing rapidly, and a new plant in Hungary, Europe, is also nearing production.</p>
<div class="lb-trans"><p>其泰国工厂已投产，印尼工厂即将开始大规模生产。与此同时，巴西制造基地进展迅速，位于欧洲匈牙利的新工厂也接近投产。</p></div><p>Beyond scale expansion, pushing into the high-end market is also BYD's core strategy to boost profit margins.</p>
<div class="lb-trans"><p>除了规模扩张，进军高端市场也是比亚迪提高利润率的核心战略。</p></div><p>The Da Tang EV, the first D-segment flagship SUV of its Dynasty lineup, will officially launch on June 17, with pre-sales prices ranging from 250,000 yuan ($36,854) to 320,000 yuan.</p>
<div class="lb-trans"><p>王朝系列首款 D 级旗舰 SUV“大唐” 电动车将于 6 月 17 日正式上市，预售价格区间为 25 万元至 32 万元人民币（约合 36,854 美元起）。</p></div><p>Within the first two weeks of opening for pre-sale, orders for this full-size SUV quickly surpassed 100,000 units.</p>
<div class="lb-trans"><p>在开启预售的前两周内，这款全尺寸 SUV 的订单迅速突破 10 万辆。</p></div><p>Wang said that cars are essentially safety-critical transportation tools, and only by cutting down on hype and returning to the fundamentals of technology can they truly win the recognition of mid-to-high-end consumers.</p>
<div class="lb-trans"><p>王传福表示，汽车本质上是关乎安全的交通工具，只有减少炒作，回归技术基本面，才能真正赢得中高端消费者的认可。</p></div><p>Looking ahead, BYD is also laying the groundwork for the upcoming autonomous driving revolution.</p>
<div class="lb-trans"><p>展望未来，比亚迪也在为即将到来的自动驾驶革命奠定基础。</p></div><p>Wang predicted that L3 and L4 autonomous driving technologies will definitely be commercialized ahead of schedule. The company has already prepared training centers in regions including Europe, South America, Southeast Asia, and the Middle East.</p>
<div class="lb-trans"><p>王传福预测，L3 和 L4 级自动驾驶技术必将提前实现商业化。公司已在欧洲、南美、东南亚和中东等地区准备了培训中心。</p></div><p>Driven by both domestic and international markets, Wang remains confident in the company's long-term vision.</p>
<div class="lb-trans"><p>在国内外市场的双重驱动下，王传福对公司的长期愿景充满信心。</p></div><p>He expects BYD to maintain continuous growth over the next three to five years and become the true global number one in scale by 2030.</p>
<div class="lb-trans"><p>他预计比亚迪在未来三到五年内将保持持续增长，并在 2030 年成为真正的全球规模第一。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060905555651-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/06/2026060905555651-768x432.jpg"/></p>
<p>BYD chairman says this year's sales depend on battery output, greater volume next year</p>
<div class="lb-trans"><p>比亚迪董事长称今年销量取决于电池产量，明年销量将更大</p></div><p>Wang Chuanfu told a shareholder meeting that second-generation Blade Battery capacity is climbing by increments of 20,000 to 30,000 units a month.</p>
<div class="lb-trans"><p>王传福在股东大会上表示，第二代刀片电池的产能正以每月 2 万至 3 万辆的增量攀升。</p></div><p>($1 = 6.7834 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7834 元人民币）</p></div>

BYD chairman urges investor patience as stock falls 33% over past year

- BYD 主席王传福预计到 2030 年将成为全球汽车巨头。  
- 公司 5 月新能源汽车销量达到 383,453 辆，同比微增 0.26%。  
- 海外销售首次突破 16 万台，年增 80.40%，支撑全球市场扩张。

比亚迪董事长呼吁投资者保持耐心，过去一年股价下跌33%