<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 月在北京車展上展出的仰望 U7。圖片來源：CnEVPost</p><blockquote>
<ul>
<li>王傳福表示，比亞迪將通過前瞻性規劃和把握關鍵里程碑，為股東帶來更好的回報。</li>
<li>他預計比亞迪將在 2030 年成為真正的全球規模第一。</li>
</ul>
</blockquote><p>比亞迪（HKEX: 1211）董事長兼總裁王傳福表示，這家中國新能源汽車（NEV）製造商的股價被市場低估，並呼籲投資者保持耐心。</p><p>王傳福是在週二舉行的 2025 年年度股東大會上發表上述言論的。在過去一年中，比亞迪在香港交易的股票經歷了大幅滑坡，從每股 132.2 港元跌至 88.40 港元，跌幅達 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>加入我們的 Telegram 或 Google News</p><p>他承諾將通過持續的技術創新提升公司業績，並預計公司將在 2030 年成為按規模計算全球最大的汽車製造商。</p><p>針對投資者對市值縮水的擔憂，王傳福表示，雖然市場廣泛認可比亞迪的增長潛力，但當前的股價表現未能準確反映公司的真實價值。</p><p>“代表管理層，我理解並感謝你們的支持，” 王傳福對出席會議的投資者表示。</p><p>他敦促股東保持耐心，並堅信通過科學、前瞻性的規劃以及在關鍵里程碑上的精準執行，公司必將為股東帶來更好的回報。</p><p>這家總部位於深圳的汽車製造商今年早些時候經歷了一段艱難時期。</p><p>王傳福承認，由於從 2026 年 1 月起中國新能源汽車購置税優惠減半，去年年底國內市場需求被透支。這導致新能源汽車行業在今年第一季度經歷了其 “最黑暗的時刻”。</p><p>然而，最糟糕的時期似乎已經過去。在全球油價上漲和新技術迭代的推動下，比亞迪的銷量在 3 月和 4 月開始逐月反彈。</p><p>5 月份，公司新能源汽車批發交付量達到 383,453 輛，同比微增 0.26%。</p><p>這一輕微但至關重要的增長正式結束了比亞迪此前連續八個月的銷量下滑勢頭。</p><p>王傳福將近期的銷量波動歸因於生產線的全面改造。公司正從第一代刀片電池過渡到具備超快閃充能力的第二代產品。</p><p>這次技術升級導致了短期的產能瓶頸，延長了多款主流車型的交付週期。不過，王傳福透露，目前第二代刀片電池的產能正以每月 2 萬至 3 萬輛的速度攀升。</p><p>王傳福表示，預計到今年年底，公司的現金流、生產和銷售量將完全恢復到此前的水平。</p><p>在鞏固國內市場的同時，海外市場的爆發式增長正在重塑比亞迪的收入結構。</p><p>5 月份，公司海外銷量創下 160,644 輛的歷史新高，同比激增 80.40%。</p><p>王傳福指出，包括比亞迪在內的中國汽車製造商在產品競爭力、技術和用户體驗方面已經超越了當地同行。</p><p>他表示，公司 2026 年的原始海外銷量目標為 150 萬輛，但鑑於目前的強勁勢頭，這一預期很可能被打破。</p><p>為支持巨大的出口需求，比亞迪正在加速構建全球化生產網絡。</p><p>其泰國工廠已投產，印尼工廠即將開始大規模生產。與此同時，巴西製造基地進展迅速，位於歐洲匈牙利的新工廠也接近投產。</p><p>除了規模擴張，進軍高端市場也是比亞迪提高利潤率的核心戰略。</p><p>王朝系列首款 D 級旗艦 SUV“大唐” 電動車將於 6 月 17 日正式上市，預售價格區間為 25 萬元至 32 萬元人民幣（約合 36,854 美元起）。</p><p>在開啓預售的前兩週內，這款全尺寸 SUV 的訂單迅速突破 10 萬輛。</p><p>王傳福表示，汽車本質上是關乎安全的交通工具，只有減少炒作，迴歸技術基本面，才能真正贏得中高端消費者的認可。</p><p>展望未來，比亞迪也在為即將到來的自動駕駛革命奠定基礎。</p><p>王傳福預測，L3 和 L4 級自動駕駛技術必將提前實現商業化。公司已在歐洲、南美、東南亞和中東等地區準備了培訓中心。</p><p>在國內外市場的雙重驅動下，王傳福對公司的長期願景充滿信心。</p><p>他預計比亞迪在未來三到五年內將保持持續增長，並在 2030 年成為真正的全球規模第一。</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>比亞迪董事長稱今年銷量取決於電池產量，明年銷量將更大</p><p>王傳福在股東大會上表示，第二代刀片電池的產能正以每月 2 萬至 3 萬輛的增量攀升。</p><p>（1 美元 = 6.7834 元人民幣）</p>

比亞迪

比亞迪股份

比亞迪(ADR)

<p>隨着過去一年股價下跌 33%，比亞迪董事長王傳福呼籲投資者保持耐心，並稱公司被低估。在 2025 年年度股東大會上，他承諾將通過技術創新和前瞻性規劃提供更好的回報，目標是到 2030 年成為全球規模領導者。儘管因升級至第二代刀片電池導致近期出現生產瓶頸，但銷量正在反彈，5 月份海外銷量激增 80.4%。比亞迪正加速全球製造擴張和高端產品發佈，以支持長期增長</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 月在北京車展上展出的仰望 U7。圖片來源：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>王傳福表示，比亞迪將通過前瞻性規劃和把握關鍵里程碑，為股東帶來更好的回報。</li>
<li>他預計比亞迪將在 2030 年成為真正的全球規模第一。</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>比亞迪（HKEX: 1211）董事長兼總裁王傳福表示，這家中國新能源汽車（NEV）製造商的股價被市場低估，並呼籲投資者保持耐心。</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>王傳福是在週二舉行的 2025 年年度股東大會上發表上述言論的。在過去一年中，比亞迪在香港交易的股票經歷了大幅滑坡，從每股 132.2 港元跌至 88.40 港元，跌幅達 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>加入我們的 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>他承諾將通過持續的技術創新提升公司業績，並預計公司將在 2030 年成為按規模計算全球最大的汽車製造商。</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>針對投資者對市值縮水的擔憂，王傳福表示，雖然市場廣泛認可比亞迪的增長潛力，但當前的股價表現未能準確反映公司的真實價值。</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>“代表管理層，我理解並感謝你們的支持，” 王傳福對出席會議的投資者表示。</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>他敦促股東保持耐心，並堅信通過科學、前瞻性的規劃以及在關鍵里程碑上的精準執行，公司必將為股東帶來更好的回報。</p></div><p>The Shenzhen-based automaker went through a difficult period earlier this year.</p>
<div class="lb-trans"><p>這家總部位於深圳的汽車製造商今年早些時候經歷了一段艱難時期。</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>王傳福承認，由於從 2026 年 1 月起中國新能源汽車購置税優惠減半，去年年底國內市場需求被透支。這導致新能源汽車行業在今年第一季度經歷了其 “最黑暗的時刻”。</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，最糟糕的時期似乎已經過去。在全球油價上漲和新技術迭代的推動下，比亞迪的銷量在 3 月和 4 月開始逐月反彈。</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，公司新能源汽車批發交付量達到 383,453 輛，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>這一輕微但至關重要的增長正式結束了比亞迪此前連續八個月的銷量下滑勢頭。</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>王傳福將近期的銷量波動歸因於生產線的全面改造。公司正從第一代刀片電池過渡到具備超快閃充能力的第二代產品。</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>這次技術升級導致了短期的產能瓶頸，延長了多款主流車型的交付週期。不過，王傳福透露，目前第二代刀片電池的產能正以每月 2 萬至 3 萬輛的速度攀升。</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>王傳福表示，預計到今年年底，公司的現金流、生產和銷售量將完全恢復到此前的水平。</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>在鞏固國內市場的同時，海外市場的爆發式增長正在重塑比亞迪的收入結構。</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，公司海外銷量創下 160,644 輛的歷史新高，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>王傳福指出，包括比亞迪在內的中國汽車製造商在產品競爭力、技術和用户體驗方面已經超越了當地同行。</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 年的原始海外銷量目標為 150 萬輛，但鑑於目前的強勁勢頭，這一預期很可能被打破。</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>為支持巨大的出口需求，比亞迪正在加速構建全球化生產網絡。</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>其泰國工廠已投產，印尼工廠即將開始大規模生產。與此同時，巴西製造基地進展迅速，位於歐洲匈牙利的新工廠也接近投產。</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>除了規模擴張，進軍高端市場也是比亞迪提高利潤率的核心戰略。</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 級旗艦 SUV“大唐” 電動車將於 6 月 17 日正式上市，預售價格區間為 25 萬元至 32 萬元人民幣（約合 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>在開啓預售的前兩週內，這款全尺寸 SUV 的訂單迅速突破 10 萬輛。</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>王傳福表示，汽車本質上是關乎安全的交通工具，只有減少炒作，迴歸技術基本面，才能真正贏得中高端消費者的認可。</p></div><p>Looking ahead, BYD is also laying the groundwork for the upcoming autonomous driving revolution.</p>
<div class="lb-trans"><p>展望未來，比亞迪也在為即將到來的自動駕駛革命奠定基礎。</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>王傳福預測，L3 和 L4 級自動駕駛技術必將提前實現商業化。公司已在歐洲、南美、東南亞和中東等地區準備了培訓中心。</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>在國內外市場的雙重驅動下，王傳福對公司的長期願景充滿信心。</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>他預計比亞迪在未來三到五年內將保持持續增長，並在 2030 年成為真正的全球規模第一。</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>比亞迪董事長稱今年銷量取決於電池產量，明年銷量將更大</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>王傳福在股東大會上表示，第二代刀片電池的產能正以每月 2 萬至 3 萬輛的增量攀升。</p></div><p>($1 = 6.7834 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7834 元人民幣）</p></div>

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

- BYD 主席王傳福預計到 2030 年將成為全球汽車巨頭。  
- 公司 5 月新能源汽車銷量達到 383,453 輛，同比微增 0.26%。  
- 海外銷售首次突破 16 萬台，年增 80.40%，支撐全球市場擴張。

比亞迪董事長呼籲投資者保持耐心，過去一年股價下跌33%