<blockquote>
<ul>
<li>受產能限制迫使高管多地駐廠監督後，方程豹已開始正常交付泰 3 閃充版。</li>
<li>隨着公司向第二代閃充電池技術過渡，比亞迪董事長王傳福警告稱存在產能短缺問題。</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 月北京車展上展示的方程豹泰 3 閃充版。圖片來源：CnEVPost）</p><p>比亞迪旗下高端個性化品牌方程豹的泰 3 閃充運動型多用途車（SUV）交付延遲，凸顯了該集團在技術轉型期面臨的生產壓力。</p><p>泰 3 閃充版於 3 月 13 日正式上市，最初計劃於 4 月中旬開始交付，但推遲到了 5 月。</p><p>方程豹事業部總經理熊天波週三在微博上發文表示，泰 3 閃充版已開始正常交付，並分享了團隊為提升產能所做的努力。</p><p>加入我們的 Telegram 或 Google News</p><p>熊天波表示，本月她的團隊已駐紮在陝西、安徽和鄭州的生產基地，努力提升產能。</p><p>熊天波表示，截至目前，泰 3 閃充版的所有變種車型，包括兩輪驅動、四輪驅動以及配備高級駕駛輔助系統的車型，均已開始交付。</p><p>此外，她表示，方程豹泰 7 閃充車型已開始向部分城市的門店發貨，預計 6 月初開始大規模交付，而豹 8 和豹 5 閃充版的交付則定於 6 月中旬。</p><p>熊天波表示，閃充車型的供應相當緊張，早期下單的消費者將更早提車。</p><p>比亞迪於 3 月 5 日發佈了其最新的閃充技術和第二代刀片電池，提供超快充電體驗，僅需 9 分鐘即可充電至 97%。</p><p>隨後，公司為十多款現有車型推出了閃充版，開始了向新技術平台的大規模轉型。</p><p>方程豹於 3 月 13 日推出泰 3 閃充版，4 月 29 日推出泰 7 電動版閃充版，5 月 13 日推出豹 8 和豹 5 閃充版。</p><p>隨着多款搭載新一代電池和充電技術的車型上市，比亞迪集團正面臨產能約束。</p><p>在 5 月 15 日的演講中，比亞迪董事長王傳福承認，電池產能緊張已影響其旗下各品牌的車輛交付，包括比亞迪品牌的王朝和海洋系列，以及騰勢和仰望子品牌。</p><p>王傳福表示，產能緊張的核心在於公司正全面從第一代刀片電池過渡到具備閃充能力的第二代產品，導致生產線處於改造和測試階段。</p><p>由於新舊技術過渡需要暫停運營以升級舊生產線，比亞迪幾款主力車型近期的交付週期顯著延長。</p><p>王傳福表示，從 5 月開始，比亞迪的生產線升級將逐步收尾，產能將持續釋放。</p><p>據王傳福稱，隨着產能增加，比亞迪的月度銷量將進入穩定增長通道，預計 6 月後交付量將出現激增。</p><p>比亞迪 4 月新能源汽車（NEV）銷量為 321,123 輛，較 3 月增長 6.96%。然而，這標誌着該公司連續第八個月出現同比銷量下滑，降幅為 15.51%。</p><p>今年前四個月，比亞迪集團累計新能源汽車銷量為 1,021,586 輛，同比下降 26.02%。</p><p>比亞迪月度新能源汽車銷量</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>比亞迪首席科學家表示，9 分鐘閃充不會損害電池壽命</p><p>“在將其轉化為可大規模裝車的技術之前，我們進行了大量的循環和可靠性測試。”</p>

比亞迪(ADR)

比亞迪

比亞迪股份

華夏中證新能源汽車ETF

華夏中證港股通汽車產業主題ETF

華寶智能電動汽車ETF

<p>受產能限制導致初步延遲後，方程豹已開始正常交付泰 3 閃充版。比亞迪董事長王傳福承認，在向第二代閃充技術過渡期間面臨生產壓力，影響了多款車型的交付。儘管新能源汽車銷量同比下降 15.51%，但比亞迪預計產能改善將在 6 月後推動月度銷量和交付量增長</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>受產能限制迫使高管多地駐廠監督後，方程豹已開始正常交付泰 3 閃充版。</li>
<li>隨着公司向第二代閃充電池技術過渡，比亞迪董事長王傳福警告稱存在產能短缺問題。</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 月北京車展上展示的方程豹泰 3 閃充版。圖片來源：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>比亞迪旗下高端個性化品牌方程豹的泰 3 閃充運動型多用途車（SUV）交付延遲，凸顯了該集團在技術轉型期面臨的生產壓力。</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 閃充版於 3 月 13 日正式上市，最初計劃於 4 月中旬開始交付，但推遲到了 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>方程豹事業部總經理熊天波週三在微博上發文表示，泰 3 閃充版已開始正常交付，並分享了團隊為提升產能所做的努力。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 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，本月她的團隊已駐紮在陝西、安徽和鄭州的生產基地，努力提升產能。</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 閃充版的所有變種車型，包括兩輪驅動、四輪驅動以及配備高級駕駛輔助系統的車型，均已開始交付。</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 閃充車型已開始向部分城市的門店發貨，預計 6 月初開始大規模交付，而豹 8 和豹 5 閃充版的交付則定於 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，閃充車型的供應相當緊張，早期下單的消費者將更早提車。</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>比亞迪於 3 月 5 日發佈了其最新的閃充技術和第二代刀片電池，提供超快充電體驗，僅需 9 分鐘即可充電至 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>隨後，公司為十多款現有車型推出了閃充版，開始了向新技術平台的大規模轉型。</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>方程豹於 3 月 13 日推出泰 3 閃充版，4 月 29 日推出泰 7 電動版閃充版，5 月 13 日推出豹 8 和豹 5 閃充版。</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>隨着多款搭載新一代電池和充電技術的車型上市，比亞迪集團正面臨產能約束。</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 日的演講中，比亞迪董事長王傳福承認，電池產能緊張已影響其旗下各品牌的車輛交付，包括比亞迪品牌的王朝和海洋系列，以及騰勢和仰望子品牌。</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>王傳福表示，產能緊張的核心在於公司正全面從第一代刀片電池過渡到具備閃充能力的第二代產品，導致生產線處於改造和測試階段。</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>由於新舊技術過渡需要暫停運營以升級舊生產線，比亞迪幾款主力車型近期的交付週期顯著延長。</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>王傳福表示，從 5 月開始，比亞迪的生產線升級將逐步收尾，產能將持續釋放。</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>據王傳福稱，隨着產能增加，比亞迪的月度銷量將進入穩定增長通道，預計 6 月後交付量將出現激增。</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>比亞迪 4 月新能源汽車（NEV）銷量為 321,123 輛，較 3 月增長 6.96%。然而，這標誌着該公司連續第八個月出現同比銷量下滑，降幅為 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>今年前四個月，比亞迪集團累計新能源汽車銷量為 1,021,586 輛，同比下降 26.02%。</p></div><p>BYD monthly NEV sales</p>
<div class="lb-trans"><p>比亞迪月度新能源汽車銷量</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>比亞迪首席科學家表示，9 分鐘閃充不會損害電池壽命</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>“在將其轉化為可大規模裝車的技術之前，我們進行了大量的循環和可靠性測試。”</p></div>

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

- 方程寶已開始正常交付 Tai 3 閃充版，但因產能限制延遲發貨。  
- 該車型於 3 月 13 日正式上市，原定 4 月中交付，後延至 5 月。  
- 比亞迪董事長王傳福稱，產能緊張影響多款車型交付，6 月後有望逐步改善。

方程豹SUV交付延遲凸顯比亞迪在技術轉型期的製造壓力