<p>中國電動車（EV）巨頭比亞迪預計，隨着其最新快充電池的產量提升，明年在國內和全球的銷售將更加強勁，這可能幫助其重新奪回市場主導地位。在週二於深圳舉行的公司年度股東大會上，董事長兼總裁王傳福告訴股東，其刀片電池 2.0 和閃充技術在國內外市場獲得了熱烈反響，但電池單元的生產仍然不足以滿足需求。王表示，比亞迪正在將電池生產能力提高 2 萬到 3 萬個單位每月。他補充説，今年的汽車銷售量將受到最新電池供應的影響。“一旦我們的 [電池] 生產在明年趕上，我們有信心國內和國際市場都會看到強勁增長，” 這家全球最大的電動車製造商的老闆在週一表示。這家總部位於深圳的電動車巨頭在 3 月初推出並開始大規模生產其第二代刀片電池，該電池能夠在九分鐘內從 10% 充電至 97%，在 4 月的北京車展上引發了國內電池製造商之間的充電速度競爭，包括寧德時代（CATL）和國軒高科（CALB）。德意志銀行在週二的一份報告中表示，比亞迪還將新電池和充電技術的應用擴展到至少 12 款車型，這導致了電池單元的短缺。這導致該公司的 Denza Z9 GT 轎車（首款採用新技術的車型）等待時間達到四到五週。得益於快充電池，比亞迪 5 月份的銷售量增加了 0.26%，達到 383,453 輛，結束了連續八個月的同比下降。5 月份的增長與其國內市場的下滑形成對比，因 1 月份補貼的撤回，零售銷售量同比下降 7.5%，約為 95 萬輛。由於政府激勵措施的減少，比亞迪在 2026 年初的表現緩慢，2 月份的月度電動車銷售首次跌破 20 萬輛，第一季度淨利潤同比暴跌 55%。隨着產能的提升，比亞迪的汽車銷售預計今年將增長 6%，達到 490 萬輛，德意志銀行亞洲汽車及汽車科技證券研究負責人王斌表示。王估計，比亞迪第二季度的淨利潤將達到 1000 萬元，同比增長 59%。上海汽車前瞻諮詢公司的董事總經理張穎表示，比亞迪的閃充技術，加上充電站建設速度超出預期，是其目前的護城河。但他警告稱，考慮到競爭激烈和油價可能下跌，明年銷售的任何改善可能與今年相比微不足道。在股東大會上，比亞迪董事長王傳福表示，他預計國內和海外市場將實現 “雙引擎增長”，新技術將在未來兩年內推出，使 “中國技術能夠走向全球”。在汽車製造商將重點轉向出口市場以彌補國內需求減弱後，海外市場的銷售預計將增長。5 月份，海外銷售同比激增 80%，達到創紀錄的 160,644 輛。今年前五個月，比亞迪的全球業務佔其總汽車銷售的近 44%。比亞迪將全年出口目標從 1 月份的 130 萬輛上調至 3 月份的 150 萬輛，因為中東衝突引發的油價震盪推動了對電動車的需求。</p>

<p>比亞迪預計明年全球銷售將更強勁，因為它正在加大對刀片電池 2.0 和閃充技術的生產以滿足需求。董事長王傳福表示，增加電池產能將推動國內和國際市場的增長，海外銷售在 5 月份激增 80%。儘管由於補貼削減，2026 年開局緩慢，比亞迪將全年出口目標修訂為 150 萬輛，旨在通過新技術實現 “雙引擎增長”</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>中國電動車（EV）巨頭比亞迪預計，隨着其最新快充電池的產量提升，明年在國內和全球的銷售將更加強勁，這可能幫助其重新奪回市場主導地位。在週二於深圳舉行的公司年度股東大會上，董事長兼總裁王傳福告訴股東，其刀片電池 2.0 和閃充技術在國內外市場獲得了熱烈反響，但電池單元的生產仍然不足以滿足需求。王表示，比亞迪正在將電池生產能力提高 2 萬到 3 萬個單位每月。他補充説，今年的汽車銷售量將受到最新電池供應的影響。“一旦我們的 [電池] 生產在明年趕上，我們有信心國內和國際市場都會看到強勁增長，” 這家全球最大的電動車製造商的老闆在週一表示。這家總部位於深圳的電動車巨頭在 3 月初推出並開始大規模生產其第二代刀片電池，該電池能夠在九分鐘內從 10% 充電至 97%，在 4 月的北京車展上引發了國內電池製造商之間的充電速度競爭，包括寧德時代（CATL）和國軒高科（CALB）。德意志銀行在週二的一份報告中表示，比亞迪還將新電池和充電技術的應用擴展到至少 12 款車型，這導致了電池單元的短缺。這導致該公司的 Denza Z9 GT 轎車（首款採用新技術的車型）等待時間達到四到五週。得益於快充電池，比亞迪 5 月份的銷售量增加了 0.26%，達到 383,453 輛，結束了連續八個月的同比下降。5 月份的增長與其國內市場的下滑形成對比，因 1 月份補貼的撤回，零售銷售量同比下降 7.5%，約為 95 萬輛。由於政府激勵措施的減少，比亞迪在 2026 年初的表現緩慢，2 月份的月度電動車銷售首次跌破 20 萬輛，第一季度淨利潤同比暴跌 55%。隨着產能的提升，比亞迪的汽車銷售預計今年將增長 6%，達到 490 萬輛，德意志銀行亞洲汽車及汽車科技證券研究負責人王斌表示。王估計，比亞迪第二季度的淨利潤將達到 1000 萬元，同比增長 59%。上海汽車前瞻諮詢公司的董事總經理張穎表示，比亞迪的閃充技術，加上充電站建設速度超出預期，是其目前的護城河。但他警告稱，考慮到競爭激烈和油價可能下跌，明年銷售的任何改善可能與今年相比微不足道。在股東大會上，比亞迪董事長王傳福表示，他預計國內和海外市場將實現 “雙引擎增長”，新技術將在未來兩年內推出，使 “中國技術能夠走向全球”。在汽車製造商將重點轉向出口市場以彌補國內需求減弱後，海外市場的銷售預計將增長。5 月份，海外銷售同比激增 80%，達到創紀錄的 160,644 輛。今年前五個月，比亞迪的全球業務佔其總汽車銷售的近 44%。比亞迪將全年出口目標從 1 月份的 130 萬輛上調至 3 月份的 150 萬輛，因為中東衝突引發的油價震盪推動了對電動車的需求。</p>
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比亞迪希望通過追趕快速充電電池容量來提升銷量