比亚迪2025逆袭特斯拉登顶全球纯电销冠 彰显中国智造硬核实力
比亚迪2025逆袭特斯拉登顶全球纯电销冠 彰显中国智造硬核实力
当2025年全球新能源汽车市场的年度成绩单正式揭晓，一个足以载入中国汽车工业史册、震动全球汽车产业格局的消息，以席卷之势传遍了世界各个角落——中国自主品牌比亚迪，以225,7万辆的纯电动汽车年销量，成功逆袭常年盘踞全球纯电销冠宝座的特斯拉，一举登顶全球纯电汽车销量冠军。这一成绩，不仅是比亚迪自身发展历程中一座里程碑式的丰碑，更是中国汽车工业从“跟随模仿”向“引领领跑”转型的标志性事件，是中国智造打破全球高端制造垄断、实现弯道超车的生动实践。对于每一个关注中国汽车产业发展的人而言，这事儿既让人倍感意外，又让人由衷振奋；意外的是，曾经被认为难以撼动的特斯拉霸权，竟被中国品牌如此干脆利落地超越；振奋的是，咱们中国自主培育的汽车品牌，终于在全球新能源汽车这一核心赛道上，站在了世界之巅，用实打实的销量，证明了中国智造的硬核实力，也为中国制造业高质量发展注入了强劲的信心与动力。
when the annual report card of the global new energy vehicle market in 2025 was officially released, a news that is enough to be recorded in the history of china's automobile industry and shake the global automobile industry pattern spread rapidly around the world —— byd, a chinese independent brand, successfully reversed tesla, which had long occupied the top spot in global pure electric vehicle sales, and won the global pure electric vehicle sales championship with an annual sales volume of 2257000 pure electric vehicles, this achievement is not only a milestone in byd's own development process, but also a landmark event for china's automobile industry to transform from "following and imitating" to "leading", and a vivid practice for chinese intelligent manufacturing to break the monopoly of global high-end manufacturing and achieve a curve overtaking, for everyone concerned about the development of china's automobile industry, this matter is both surprising and inspiring; what is surprising is that the once unshakable tesla hegemony has been so neatly surpassed by a chinese brand; what is inspiring is that the automobile brand independently cultivated in china has finally stood at the top of the world in the core track of global new energy vehicles, proving the hard power of chinese intelligent manufacturing with solid sales volume, and also injecting strong confidence and motivation into the high-quality development of china's manufacturing industry,
回望过去十几年全球新能源汽车产业的发展历程，特斯拉几乎一直是“行业标杆”般的存在。从最初推出Roadster车型，打破人们对电动汽车“续航短、性能差”的固有认知，到后来Model S、Model 3、Model Y等一系列车型的推出，逐步构建起覆盖中高端市场的产品矩阵，特斯拉凭借其领先的电池技术、智能化水平和品牌影响力，长期垄断着全球纯电汽车销量冠军的位置，甚至一度被视为“新能源汽车行业的天花板”。在很长一段时间里，无论是行业内的从业者、专业的分析师，还是普通的消费者，都默认新能源汽车的头部市场是特斯拉的天下——仿佛特斯拉的技术优势、品牌优势是不可逾越的，其他品牌只能在其身后追赶，难以形成真正的威胁。尤其是对于中国自主品牌而言，在新能源汽车发展的初期，我们面临着核心技术“卡脖子”、产业链不完善、品牌影响力薄弱等诸多困境，彼时的比亚迪，虽然已经在新能源汽车领域布局多年，但在大众的认知中，依然难以与特斯拉相提并论，甚至很多人都认为，中国自主品牌想要超越特斯拉，至少还需要十几年甚至更久的时间。
looking back at the development history of the global new energy vehicle industry over the past ten years or so, tesla has almost always been an "industry benchmark", from the initial launch of the roadster model, which broke people's inherent perception of electric vehicles as "short range and poor performance", to the subsequent launch of a series of models such as model s, model 3, and model y, which gradually built a product matrix covering the mid-to-high-end market, tesla has long monopolized the top spot in global pure electric vehicle sales with its leading battery technology, intelligence level and brand influence, and was even once regarded as the "ceiling of the new energy vehicle industry", for a long time, whether it is industry practitioners, professional analysts, or ordinary consumers, they all default that the high-end market of new energy vehicles is dominated by tesla —— as if tesla's technological advantages and brand advantages are insurmountable, and other brands can only catch up behind it, unable to form a real threat, especially for chinese independent brands, in the early stage of new energy vehicle development, we faced many difficulties such as "neck sticking" in core technologies, imperfect industrial chain, and weak brand influence, at that time, although byd had been布局 in the new energy vehicle field for many years, in the public's perception, it was still difficult to compare with tesla, and even many people thought that it would take at least ten years or more for chinese independent brands to surpass tesla,
但事实证明，所谓的“天花板”，从来都是用来被打破的；所谓的“垄断”，在持续的创新与坚守面前，也终将被打破。比亚迪用225,7万辆的纯电销量成绩，给了全球汽车行业一个大大的惊喜，也彻底改写了全球新能源汽车的行业格局。这一成绩绝非偶然，更不是运气使然——每一辆比亚迪纯电汽车的交付，每一份销量数据的增长，背后都是比亚迪数十年如一日的技术深耕、产业链布局和市场深耕，是无数比亚迪人默默付出的心血与汗水，是“技术为王、创新为本”理念的生动践行。225,7万辆，这个数字看似简单，但其背后蕴含的意义却极为深远：它意味着，比亚迪每一年、每一个月、每一天，都在以惊人的速度向全球消费者交付高品质的纯电汽车；它意味着，比亚迪的产品已经得到了全球市场的广泛认可，无论是在技术、品质、性能，还是在性价比、智能化等方面，都已经超越了曾经的“标杆”特斯拉；它更意味着，中国汽车工业已经彻底摆脱了“落后挨打”的局面，在新能源汽车这一未来汽车产业的核心赛道上，实现了从“追赶者”到“领跑者”的华丽转身，成为全球新能源汽车产业发展的核心驱动力。
but facts have proved that the so-called "ceiling" is always meant to be broken; the so-called "monopoly" will eventually be broken in the face of continuous innovation and perseverance, byd has given the global automobile industry a big surprise with its pure electric sales volume of 2257000 units, and has completely rewritten the industry pattern of global new energy vehicles, this achievement is by no means accidental, nor is it due to luck —— every delivery of byd's pure electric vehicles and every growth in sales data are backed by byd's decades of continuous technological deepening, industrial chain layout and market deepening, the hard work and sweat of countless byd people, and the vivid practice of the concept of "technology is king, innovation is the foundation", 2257000 units, this number seems simple, but it has extremely far-reaching significance behind it: it means that byd is delivering high-quality pure electric vehicles to global consumers at an amazing speed every year, every month and every day; it means that byd's products have been widely recognized by the global market, and have surpassed the once "benchmark" tesla in terms of technology, quality, performance, cost performance and intelligence; it also means that china's automobile industry has completely got rid of the situation of "being backward and beaten", and has achieved a gorgeous turn from a "follower" to a "leader" in the core track of the future automobile industry —— new energy vehicles, becoming the core driving force for the development of the global new energy vehicle industry,
要真正理解比亚迪2025年的逆袭奇迹，就必须深入探究其背后的核心竞争力——那就是比亚迪独步全球的全产业链技术布局和垂直供应链整合能力。在全球新能源汽车行业，绝大多数车企都采用“分工合作”的模式：核心零部件（如电池、电机、电控）依赖外部供应商采购，自己主要负责整车设计、组装和销售。这种模式虽然可以降低初期的研发和投入成本，但也存在诸多弊端——核心技术掌握在别人手中，容易被“卡脖子”；供应链环节过多，容易受到原材料价格波动、供应链中断等风险的影响；产品迭代速度受制于供应商，难以快速响应市场需求的变化。而比亚迪，则走出了一条截然不同的道路——自始至终坚持“全产业链自研自产”，构建起了从锂矿开采、电池原材料加工，到电池、电机、电控、芯片等核心零部件研发生产，再到整车设计、制造、销售、售后服务的完整产业链闭环，成为全球唯一掌握电池、电机、电控、芯片等核心技术的车企，90%以上的核心零部件都实现了自研自产，从根源上掌握了技术迭代与成本控制的主动权。
to truly understand byd's counterattack miracle in 2025, we must deeply explore the core competitiveness behind it —— that is byd's unique global full industrial chain technology layout and vertical supply chain integration capacity, in the global new energy vehicle industry, most automobile companies adopt a "division of labor and cooperation" model: core components (such as batteries, motors, and electronic controls) rely on purchases from external suppliers, and they are mainly responsible for vehicle design, assembly and sales, although this model can reduce the initial r&d and investment costs, it also has many drawbacks —— core technologies are in the hands of others, making it easy to be "stuck by the neck"; there are too many supply chain links, making it vulnerable to risks such as fluctuations in raw material prices and supply chain disruptions; the speed of product iteration is restricted by suppliers, making it difficult to quickly respond to changes in market demand, byd, however, has taken a completely different path —— adhering to "independent r&d and production of the entire industrial chain" from beginning to end, building a complete industrial chain closed loop from lithium ore mining, battery raw material processing, to the r&d and production of core components such as batteries, motors, electronic controls, and chips, and then to vehicle design, manufacturing, sales, and after-sales service, it has become the only automobile company in the world that masters core technologies such as batteries, motors, electronic controls, and chips, more than 90% of core components have achieved independent r&d and production, fundamentally seizing the initiative in technological iteration and cost control,
比亚迪的全产业链布局，并非一蹴而就，而是经过了数十年的精心规划和持续投入。早在1995年比亚迪成立之初，就以电池研发生产为起点，埋下了全产业链布局的种子。彼时的比亚迪，聚焦于二次充电电池的研发、生产和销售，凭借着过硬的产品质量和性价比，逐步在全球电池市场占据一席之地，甚至成为诺基亚、摩托罗拉等国际知名手机品牌的核心电池供应商。正是这段在电池领域的深耕经历，让比亚迪积累了丰富的电池技术经验，也让比亚迪看到了新能源产业的巨大潜力。随着全球能源结构转型的加速，比亚迪敏锐地捕捉到了电动汽车产业的发展机遇，果断决定进军新能源汽车领域，并确立了“全产业链自研自产”的发展战略——因为比亚迪深知，想要在新能源汽车领域站稳脚跟，摆脱对外部供应商的依赖，就必须掌握核心技术，构建自己的产业链体系。
byd's full industrial chain layout did not happen overnight, but through decades of careful planning and continuous investment, as early as the establishment of byd in 1995, it took battery r&d and production as the starting point, laying the foundation for the full industrial chain layout, at that time, byd focused on the r&d, production and sales of secondary rechargeable batteries, and gradually occupied a place in the global battery market with its excellent product quality and cost performance, and even became a core battery supplier for internationally renowned mobile phone brands such as nokia and motorola, it was this experience of deep cultivation in the battery field that enabled byd to accumulate rich battery technology experience and also made byd see the huge potential of the new energy industry, with the acceleration of the global energy structure transformation, byd keenly captured the development opportunities of the electric vehicle industry, resolutely decided to enter the new energy vehicle field, and established the development strategy of "independent r&d and production of the entire industrial chain" —— because byd deeply understood that to gain a firm foothold in the new energy vehicle field and get rid of dependence on external suppliers, it must master core technologies and build its own industrial chain system,
在电池技术领域，比亚迪的深耕细作更是行业内的典范。作为新能源汽车的“心脏”，电池技术直接决定了电动汽车的续航里程、充电速度、安全性能和使用寿命，也是新能源汽车行业竞争的核心焦点。比亚迪从进入新能源汽车领域之初，就将电池技术作为核心研发方向，投入了大量的人力、物力和财力，组建了专业的研发团队，建立了完善的研发体系。经过多年的技术攻坚，比亚迪在电池技术领域取得了一系列突破性成果，从最初的磷酸铁锂电池，到后来的刀片电池，再到如今的闪充电池，比亚迪的电池技术一直在不断迭代升级，始终走在全球行业的前列。
in the field of battery technology, byd's intensive cultivation is a model in the industry, as the "heart" of new energy vehicles, battery technology directly determines the driving range, charging speed, safety performance and service life of electric vehicles, and is also the core focus of competition in the new energy vehicle industry, since entering the new energy vehicle field, byd has taken battery technology as the core r&d direction, invested a lot of human, material and financial resources, set up a professional r&d team, and established a complete r&d system, after years of technological tackling, byd has achieved a series of breakthrough results in the field of battery technology, from the initial lithium iron phosphate batteries, to the later blade batteries, and now to the flash charge batteries, byd's battery technology has been constantly iterated and upgraded, always leading the global industry,
比亚迪刀片电池的推出，堪称新能源汽车电池技术领域的一次“革命”。这款电池采用了独特的长电芯、薄厚度设计，外形酷似“刀片”，因此被命名为刀片电池。与传统的三元锂电池相比，刀片电池在安全性能、续航能力、空间利用率等方面都具有压倒性的优势。在安全性能上，刀片电池通过了极为严苛的针刺测试——这是行业内公认的最难通过的电池安全测试，传统三元锂电池在针刺测试中会瞬间起火爆炸，而刀片电池在针刺测试中，不仅没有起火、没有爆炸，甚至没有出现明显的温度升高，彻底解决了电动汽车“自燃”的安全隐患，重新定义了新能源汽车电池的安全标准。在续航能力上，刀片电池通过优化电芯结构、提升能量密度，使得搭载刀片电池的比亚迪纯电汽车，续航里程得到了大幅提升——以比亚迪汉EV为例，搭载刀片电池后，最大续航里程可达715公里，彻底解决了消费者的“续航焦虑”问题。在空间利用率上，刀片电池可以直接作为车身结构件使用，替代了传统的电池包外壳，使得电池包的空间利用率提升了50%以上，不仅可以为车内腾出更多的乘坐空间和储物空间，还能提升车身的刚性和安全性。
the launch of byd's blade battery can be called a "revolution" in the field of new energy vehicle battery technology, this battery adopts a unique design of long cells and thin thickness, and its shape is similar to a "blade", so it is named blade battery, compared with traditional ternary lithium batteries, blade batteries have overwhelming advantages in safety performance, driving range, space utilization and other aspects, in terms of safety performance, the blade battery has passed the extremely strict needle prick test —— which is recognized as the most difficult battery safety test in the industry, traditional ternary lithium batteries will catch fire and explode instantly in the needle prick test, while the blade battery not only did not catch fire or explode in the needle prick test, but even did not have a significant temperature rise, completely solving the safety hazard of electric vehicle "spontaneous combustion" and redefining the safety standard of new energy vehicle batteries, in terms of driving range, the blade battery has greatly improved the driving range of byd pure electric vehicles equipped with it by optimizing the cell structure and improving the energy density —— taking byd han ev as an example, after being equipped with the blade battery, the maximum driving range can reach 715 kilometers, completely solving the problem of consumers' "range anxiety", in terms of space utilization, the blade battery can be directly used as a body structural part, replacing the traditional battery pack shell, so that the space utilization rate of the battery pack is increased by more than 50%, which not only can free up more riding space and storage space in the car, but also can improve the rigidity and safety of the body,
而在2025年，比亚迪推出的兆瓦闪充技术，则再次刷新了全球电动汽车充电技术的标杆，彻底解决了消费者的“充电焦虑”问题。随着电动汽车的普及，充电速度已经成为制约新能源汽车发展的重要瓶颈之一——传统的慢充模式，充满一辆电动汽车需要数小时甚至十几个小时，严重影响了消费者的使用体验；而传统的快充模式，虽然充电速度有所提升，但依然需要30分钟以上才能将电池充至80%，且长期使用快充还会对电池寿命造成一定的影响。比亚迪兆瓦闪充技术的出现，彻底改变了这一局面。该技术采用了全新的充电架构和电池管理系统，充电功率最高可达1000kW，能够实现“充电10分钟，续航400公里”的惊人效果——也就是说，消费者在休息一杯咖啡的时间里，就能够为自己的电动汽车充入足够行驶400公里的电量，完全可以媲美燃油车的加油速度。
in 2025, byd's megawatt flash charging technology once again set a new benchmark for global electric vehicle charging technology, completely solving the problem of consumers' "charging anxiety", with the popularization of electric vehicles, charging speed has become one of the important bottlenecks restricting the development of new energy vehicles —— the traditional slow charging mode takes several hours or even more than ten hours to fully charge an electric vehicle, which seriously affects the consumer experience; while the traditional fast charging mode, although the charging speed has been improved, still takes more than 30 minutes to charge the battery to 80%, and long-term use of fast charging will also have a certain impact on the battery life, the emergence of byd's megawatt flash charging technology has completely changed this situation, this technology adopts a new charging architecture and battery management system, with a maximum charging power of 1000kw, which can achieve the amazing effect of "10 minutes of charging, 400 kilometers of driving range" —— that is to say, consumers can charge enough electricity for their electric vehicles to drive 400 kilometers in the time of resting for a cup of coffee, which is completely comparable to the refueling speed of fuel vehicles,
更值得一提的是，比亚迪的兆瓦闪充技术不仅充电速度快，还具有充电效率高、安全性强、兼容性好等诸多优势。在充电效率上，兆瓦闪充技术的充电效率高达98%以上，远高于行业平均水平，能够最大限度地减少充电过程中的能量损耗，既节能又环保。在安全性上，兆瓦闪充技术配备了多重安全保护机制，能够实时监测充电过程中的电压、电流、温度等参数，一旦出现异常情况，会立即切断充电电路，确保充电过程的安全可靠，彻底消除消费者对“快充不安全”的顾虑。在兼容性上，兆瓦闪充技术不仅适用于比亚迪自身的纯电车型，还能够兼容其他品牌的电动汽车，未来比亚迪还计划将这一技术开放给全行业，推动全球新能源汽车充电技术的共同进步。
what's more worth mentioning is that byd's megawatt flash charging technology not only has a fast charging speed, but also has many advantages such as high charging efficiency, strong safety and good compatibility, in terms of charging efficiency, the charging efficiency of megawatt flash charging technology is as high as more than 98%, which is much higher than the industry average, which can minimize energy loss during charging, which is both energy-saving and environmentally friendly, in terms of safety, the megawatt flash charging technology is equipped with multiple safety protection mechanisms, which can real-time monitor parameters such as voltage, current and temperature during charging, once an abnormal situation occurs, it will immediately cut off the charging circuit to ensure the safety and reliability of the charging process, completely eliminating consumers' concerns about "unsafe fast charging", in terms of compatibility, the megawatt flash charging technology is not only applicable to byd's own pure electric models, but also compatible with electric vehicles of other brands, in the future, byd also plans to open this technology to the whole industry to promote the common progress of global new energy vehicle charging technology,
除了电池技术和充电技术，比亚迪在电机、电控、芯片等核心零部件领域，也同样实现了全面自主研发和突破，构建起了强大的“技术铁三角”——刀片电池+DM技术+天神之眼智能驾驶辅助系统，形成了难以复制的技术优势。在电机领域，比亚迪自主研发的永磁同步电机，具有功率密度高、能耗低、噪音小、寿命长等诸多优势，最大功率可达494kW，最大扭矩可达930N·m，能够为电动汽车提供强劲的动力输出，让比亚迪纯电车型的加速性能远超同级别燃油车和其他品牌的电动汽车。以比亚迪唐EV为例，其百公里加速时间仅为3,7秒，堪比豪华跑车，彻底打破了人们对电动汽车“性能差”的固有认知。
in addition to battery technology and charging technology, byd has also achieved comprehensive independent r&d and breakthroughs in core components such as motors, electronic controls and chips, building a strong "technological iron triangle" —— blade battery + dm technology + tian shen zhi yan intelligent driving assistance system, forming an irreplicable technological advantage, in the field of motors, the permanent magnet synchronous motor independently developed by byd has many advantages such as high power density, low energy consumption, low noise and long service life, its maximum power can reach 494kw, and its maximum torque can reach 930n·m, which can provide strong power output for electric vehicles, making the acceleration performance of byd pure electric models far exceed that of fuel vehicles of the same level and electric vehicles of other brands, taking byd tang ev as an example, its 100-kilometer acceleration time is only 3,7 seconds, comparable to that of luxury sports cars, completely breaking people's inherent perception of electric vehicles as "poor performance",
在电控领域，比亚迪自主研发的电控系统，是电动汽车的“大脑”，负责协调和控制电池、电机等核心零部件的工作，直接影响电动汽车的动力性能、能耗水平和智能化程度。比亚迪的电控系统采用了先进的控制算法和芯片技术，能够实现对电池和电机的精准控制，最大限度地发挥电池和电机的性能，同时降低能耗。例如，在车辆行驶过程中，电控系统能够根据驾驶员的操作习惯、路况等因素，实时调整电机的输出功率和电池的放电速度，确保车辆在动力充足的同时，实现最低的能耗。此外，比亚迪的电控系统还具有很强的兼容性和扩展性，能够适配不同类型、不同规格的电池和电机，为比亚迪产品的快速迭代提供了有力的支撑。
in the field of electronic control, the electronic control system independently developed by byd is the "brain" of the electric vehicle, which is responsible for coordinating and controlling the work of core components such as batteries and motors, and directly affects the power performance, energy consumption level and intelligence degree of the electric vehicle, byd's electronic control system adopts advanced control algorithms and chip technology, which can realize precise control of batteries and motors, maximize the performance of batteries and motors, and reduce energy consumption at the same time, for example, during vehicle driving, the electronic control system can real-time adjust the output power of the motor and the discharge speed of the battery according to factors such as the driver's operating habits and road conditions, ensuring that the vehicle achieves the lowest energy consumption while having sufficient power, in addition, byd's electronic control system also has strong compatibility and scalability, which can adapt to different types and specifications of batteries and motors, providing strong support for the rapid iteration of byd's products,
在芯片领域，比亚迪更是打破了国外品牌的垄断，实现了车规级芯片的自主研发和量产。芯片是电动汽车智能化的核心，也是制约中国新能源汽车产业发展的“卡脖子”环节之一。在很长一段时间里，全球车规级芯片市场都被英特尔、高通、英伟达等国外巨头垄断，中国自主品牌车企只能依赖进口，不仅成本高昂，还面临着供应不稳定、技术封锁等诸多风险。为了摆脱对国外芯片的依赖，比亚迪早在多年前就开始布局芯片研发，投入了大量的研发资金和人力，组建了专业的芯片研发团队，并最终实现了车规级芯片的自主研发和量产。
in the field of chips, byd has broken the monopoly of foreign brands and achieved independent r&d and mass production of automotive-grade chips, chips are the core of electric vehicle intelligence, and also one of the "neck sticking" links restricting the development of china's new energy vehicle industry, for a long time, the global automotive-grade chip market has been monopolized by foreign giants such as intel, qualcomm and nvidia, chinese independent brand automakers can only rely on imports, which not only has high costs, but also faces many risks such as unstable supply and technological blockade, in order to get rid of dependence on foreign chips, byd began to layout chip r&d many years ago, invested a lot of r&d funds and manpower, set up a professional chip r&d team, and finally achieved independent r&d and mass production of automotive-grade chips,
比亚迪自主研发的车规级芯片，涵盖了功率芯片、控制芯片、智能芯片等多个品类，能够全面满足比亚迪纯电汽车的智能化需求。其中，比亚迪自主研发的SiC功率芯片，具有耐高温、耐高压、低损耗等诸多优势，能够大幅提升电动汽车的动力性能和续航里程，降低能耗。与传统的硅基芯片相比，SiC功率芯片的能量损耗降低了50%以上，能够让电动汽车的续航里程提升10%-15%，同时还能提升充电速度和电机效率。目前，比亚迪的SiC功率芯片已经大规模应用于旗下的汉EV、唐EV等高端纯电车型上，不仅提升了产品的竞争力，还降低了芯片采购成本，进一步巩固了比亚迪的成本优势。
the automotive-grade chips independently developed by byd cover multiple categories such as power chips, control chips and intelligent chips, which can fully meet the intelligent needs of byd pure electric vehicles, among them, the sic power chip independently developed by byd has many advantages such as high temperature resistance, high voltage resistance and low loss, which can greatly improve the power performance and driving range of electric vehicles and reduce energy consumption, compared with traditional silicon-based chips, the energy loss of sic power chips is reduced by more than 50%, which can increase the driving range of electric vehicles by 10%-15%, and at the same time improve the charging speed and motor efficiency, at present, byd's sic power chips have been widely used in its high-end pure electric models such as han ev and tang ev, which not only improves the competitiveness of the products, but also reduces the chip procurement cost, further consolidating byd's cost advantage,
除了核心零部件技术的突破，比亚迪在智能化领域的快速迭代，也是其能够逆袭特斯拉的重要原因之一。在新能源汽车产业发展的初期，电动汽车的竞争主要集中在电池技术、动力性能等方面；而随着产业的不断发展，智能化已经成为新能源汽车行业竞争的新焦点，也是消费者选购电动汽车的重要考量因素。特斯拉之所以能够长期占据全球纯电销冠的位置，其领先的智能化水平是重要的支撑——特斯拉的Autopilot自动辅助驾驶系统、Full Self-Driving完全自动驾驶系统，在行业内处于领先地位，能够为消费者提供更加便捷、安全的驾驶体验。
in addition to the breakthrough in core component technology, byd's rapid iteration in the field of intelligence is also one of the important reasons why it can reverse tesla, in the early stage of the development of the new energy vehicle industry, the competition of electric vehicles mainly focused on battery technology, power performance and other aspects; with the continuous development of the industry, intelligence has become a new focus of competition in the new energy vehicle industry, and also an important consideration for consumers to buy electric vehicles, the reason why tesla has long occupied the top spot in global pure electric sales is that its leading intelligence level is an important support —— tesla's autopilot automatic driving assistance system and full self-driving system are in a leading position in the industry, which can provide consumers with a more convenient and safe driving experience,
面对特斯拉在智能化领域的优势，比亚迪没有选择被动追赶，而是主动出击，加大了在智能化领域的研发投入，加快了技术迭代的速度，最终实现了对特斯拉的超越。2025年2月，比亚迪发布“全民智驾”战略，以“天神之眼”智能驾驶辅助系统技术矩阵为核心，通过三个版本覆盖高端到主流市场，构建起了完善的智能化技术体系。其中，天神之眼A(三激光版)用于仰望品牌，主打极致的智能驾驶体验；天神之眼B(激光版)服务腾势及比亚迪主品牌，兼顾性能与性价比；天神之眼C(三目版)适配方程豹及比亚迪品牌，满足不同细分市场的需求。
faced with tesla's advantages in the field of intelligence, byd did not choose to catch up passively, but took the initiative to increase r&d investment in the field of intelligence, accelerate the speed of technological iteration, and finally achieved overtaking tesla, in february 2025, byd released the "national intelligent driving" strategy, with the "tian shen zhi yan" intelligent driving assistance system technology matrix as the core, covering the high-end to mainstream markets through three versions, building a complete intelligent technology system, among them, tian shen zhi yan a (three-laser version) is used for the yangwang brand, focusing on the ultimate intelligent driving experience; tian shen zhi yan b (laser version) serves the denza and byd main brands, balancing performance and cost performance; tian shen zhi yan c (three-camera version) is adapted to the fang cheng bao and byd brands, meeting the needs of different market segments,
“天神之眼”智能驾驶辅助系统，采用了先进的激光雷达、摄像头、毫米波雷达等传感器融合技术，能够实现360度无死角的环境感知，精准识别车辆、行人、非机动车、路标、红绿灯等道路元素，即使在复杂的路况下，也能保持稳定的感知能力。该系统不仅支持常规的ACC自适应巡航、AEB自动紧急制动、LKA车道保持辅助等基础功能，还支持高速领航辅助驾驶、城市道路领航辅助驾驶、自动泊车、遥控泊车等高级功能，能够大幅降低驾驶员的驾驶负担，提升驾驶的安全性和便捷性。
the "tian shen zhi yan" intelligent driving assistance system adopts advanced sensor fusion technologies such as lidar, camera and millimeter wave radar, which can achieve 360-degree dead-angle-free environment perception, accurately identify road elements such as vehicles, pedestrians, non-motor vehicles, road signs and traffic lights, and can maintain stable perception ability even under complex road conditions, this system not only supports basic functions such as conventional acc adaptive cruise, aeb automatic emergency braking and lka lane keeping assistance, but also supports advanced functions such as high-speed navigation assistance driving, urban road navigation assistance driving, automatic parking and remote parking, which can greatly reduce the driver's driving burden and improve the safety and convenience of driving,
例如，在高速领航辅助驾驶模式下，驾驶员只需开启相应功能，车辆就能够自动保持在当前车道行驶，自动跟车、自动变道、自动超车、自动驶入驶出匝道，全程无需驾驶员过多干预，极大地减轻了驾驶员在长途驾驶中的疲劳感。在城市道路领航辅助驾驶模式下，车辆能够精准识别城市道路中的复杂路况，如路口转弯、避让行人、避让非机动车、礼让红绿灯等，实现城市道路的半自动驾驶，让城市通勤变得更加轻松便捷。在自动泊车功能方面，比亚迪的智能化系统能够自动识别可用车位，无论是垂直车位、平行车位，还是斜列车位，都能够实现自动泊车，驾驶员只需坐在车内，无需操作方向盘、油门和刹车，车辆就能够精准停入车位，彻底解决了“停车难”的问题。
for example, in the high-speed navigation assistance driving mode, the driver only needs to turn on the corresponding function, and the vehicle can automatically keep driving in the current lane, automatically follow the car, automatically change lanes, automatically overtake, and automatically enter and exit the ramp, the driver does not need too much intervention throughout the process, which greatly reduces the driver's fatigue during long-distance driving, in the urban road navigation assistance driving mode, the vehicle can accurately identify complex road conditions in urban roads, such as turning at intersections, avoiding pedestrians, avoiding non-motor vehicles, yielding to traffic lights, etc,, realizing semi-autonomous driving on urban roads, making urban commuting more relaxed and convenient, in terms of automatic parking function, byd's intelligent system can automatically identify available parking spaces, whether it is a vertical parking space, a parallel parking space, or an inclined parking space, it can realize automatic parking, the driver only needs to sit in the car without operating the steering wheel, accelerator and brake, and the vehicle can accurately park into the parking space, completely solving the problem of "difficult parking",
更值得一提的是，比亚迪的智能化系统还具有很强的学习能力和迭代能力。通过车联网技术，比亚迪能够收集全球范围内车辆的行驶数据和驾驶习惯数据，利用人工智能算法对这些数据进行分析和挖掘，不断优化智能驾驶辅助系统的算法和功能，提升系统的性能和可靠性。同时，比亚迪还通过OTA远程升级技术，能够为车辆实时推送系统更新，让消费者无需到店，就能够享受到最新的智能化功能和优化服务，实现“车辆常用常新”。数据显示，比亚迪智驾车型渗透率已达71%，在2025年广州国际车展上，比亚迪宣布汉L、唐L车型迎来OTA升级，涵盖全新车机桌面、车位到车位智能辅助驾驶功能，进一步提升了车辆的智能化水平和用户体验。
what's more worth mentioning is that byd's intelligent system also has strong learning ability and iteration ability, through the internet of vehicles technology, byd can collect driving data and driving habit data of vehicles around the world, analyze and mine these data using artificial intelligence algorithms, continuously optimize the algorithms and functions of the intelligent driving assistance system, and improve the performance and reliability of the system, at the same time, byd also uses ota remote upgrade technology to push system updates to vehicles in real time, allowing consumers to enjoy the latest intelligent functions and optimization services without going to the store, realizing "vehicles are always new", data shows that the penetration rate of byd's intelligent driving models has reached 71%, at the 2025 guangzhou international auto show, byd announced that the han l and tang l models have ushered in ota upgrades, including a new vehicle machine desktop and parking space-to-parking space intelligent driving assistance functions, further improving the intelligence level and user experience of the vehicles,
相比之下，特斯拉的智能化系统虽然起步较早，但近年来在技术迭代速度上已经逐渐落后于比亚迪。特斯拉的Autopilot自动辅助驾驶系统和Full Self-Driving完全自动驾驶系统，虽然在功能上较为全面，但在复杂路况的适应性、系统的稳定性和安全性等方面，还存在诸多不足。例如，在极端天气（如暴雨、大雾、大雪）情况下，特斯拉的智能驾驶辅助系统容易出现感知失灵的情况，影响驾驶安全；在城市道路中，对于复杂的路口、行人闯红灯、非机动车逆行等突发情况，特斯拉的系统响应速度和处理能力也不如比亚迪的“天神之眼”系统。此外，特斯拉的OTA升级频率和功能优化速度，也明显慢于比亚迪，导致很多消费者反馈“购买特斯拉后，智能化功能更新缓慢，难以满足日益增长的智能化需求”。
in contrast, although tesla's intelligent system started earlier, it has gradually lagged behind byd in the speed of technological iteration in recent years, although tesla's autopilot automatic driving assistance system and full self-driving system are relatively comprehensive in functions, they still have many deficiencies in the adaptability to complex road conditions, the stability and safety of the system, for example, in extreme weather conditions (such as heavy rain, heavy fog, heavy snow), tesla's intelligent driving assistance system is prone to perception failure, affecting driving safety; in urban roads, for sudden situations such as complex intersections, pedestrians running red lights, and non-motor vehicles running in the opposite direction, the response speed and processing capacity of tesla's system are not as good as byd's "tian shen zhi yan" system, in addition, the frequency of ota upgrades and the speed of function optimization of tesla are also significantly slower than those of byd, leading many consumers to feedback that "after buying tesla, the update of intelligent functions is slow, which is difficult to meet the growing demand for intelligence",
除了技术优势，比亚迪的垂直供应链整合能力，也是其能够在全球市场竞争中脱颖而出、逆袭特斯拉的重要支撑。比亚迪构建了全球最完整的新能源产业生态，从锂矿开采到整车制造，除轮胎和玻璃外几乎所有核心部件均实现自给自足，形成“锂矿-电池-电机-电控-整车”的全产业链闭环。这种垂直供应链模式，不仅能够有效抵御原材料价格波动的风险，还能创造极致的成本优势，同时加快产品迭代速度，提升市场响应能力。
in addition to technological advantages, byd's vertical supply chain integration capacity is also an important support for it to stand out in the global market competition and reverse tesla, byd has built the most complete new energy industry ecosystem in the world, from lithium ore mining to vehicle manufacturing, almost all core components except tires and glass are self-sufficient, forming a full industrial chain closed loop of "lithium ore - battery - motor - electronic control - vehicle", this vertical supply chain model can not only effectively resist the risk of fluctuations in raw material prices, but also create extreme cost advantages, while accelerating the speed of product iteration and improving market response capacity,
在原材料采购环节，比亚迪通过布局锂矿资源，实现了 lithium 原材料的自给自足，有效规避了全球锂矿价格波动带来的成本风险。近年来，随着全球新能源汽车产业的快速发展，锂矿作为电动汽车电池的核心原材料，价格波动剧烈，给很多依赖进口锂矿的车企带来了巨大的成本压力。而比亚迪早在多年前就开始布局全球锂矿资源，在智利、阿根廷、澳大利亚等锂矿资源丰富的国家和地区，通过投资、合作等方式，获得了大量的锂矿开采权，建立了自己的锂矿供应链体系。目前，比亚迪的锂矿自给率已经达到了60%以上，不仅能够满足自身电池生产的需求，还能将多余的锂矿资源对外销售，进一步提升企业的盈利能力。
in the raw material procurement link, byd has achieved self-sufficiency in lithium raw materials by laying out lithium ore resources, effectively avoiding the cost risk caused by fluctuations in global lithium ore prices, in recent years, with the rapid development of the global new energy vehicle industry, lithium ore, as the core raw material for electric vehicle batteries, has experienced drastic price fluctuations, bringing huge cost pressure to many automakers that rely on imported lithium ore, as early as many years ago, byd began to layout global lithium ore resources, in countries and regions rich in lithium ore resources such as chile, argentina and australia, it has obtained a large number of lithium ore mining rights through investment and cooperation, and established its own lithium ore supply chain system, at present, byd's lithium ore self-sufficiency rate has reached more than 60%, which can not only meet the needs of its own battery production, but also sell the surplus lithium ore resources to the outside world, further improving the profitability of the enterprise,
在生产制造环节，比亚迪通过垂直供应链整合，实现了核心零部件的自研自产，大幅降低了生产成本。例如，电池自供使动力系统成本比外购低40%，IGBT芯片打破国外垄断，车规级MCU自给率达95%，整车制造成本较合资品牌低20%-30%。这种成本优势，让比亚迪能够在保证产品质量和性能的前提下，制定更具竞争力的价格策略，吸引更多的消费者。例如，比亚迪Model 3的同级别车型比亚迪秦PLUS EV，起售价仅为12,98万元，而特斯拉Model 3的起售价为23,19万元，比亚迪的价格优势极为明显。正是这种价格优势，让比亚迪在全球中低端新能源汽车市场占据了主导地位，同时也逐步向高端市场渗透。
in the production and manufacturing link, byd has achieved independent r&d and production of core components through vertical supply chain integration, greatly reducing production costs, for example, self-supply of batteries reduces the cost of the power system by 40% compared with external procurement, igbt chips break foreign monopolies, the self-sufficiency rate of automotive-grade mcu reaches 95%, and the total vehicle manufacturing cost is 20%-30% lower than that of joint-venture brands, this cost advantage allows byd to formulate a more competitive pricing strategy on the premise of ensuring product quality and performance, attracting more consumers, for example, the starting price of byd qin plus ev, a model of the same level as tesla model 3, is only 129,800 yuan, while the starting price of tesla model 3 is 231,900 yuan, byd's price advantage is extremely obvious, it is this price advantage that has allowed byd to occupy a dominant position in the global mid-to-low-end new energy vehicle market, and also gradually penetrate into the high-end market,
同时，垂直供应链整合还加快了比亚迪产品的迭代速度。在传统的供应链模式下，车企想要更新产品，需要与多个供应商沟通协调，等待供应商完成核心零部件的研发和生产，整个过程耗时漫长，往往需要1-2年甚至更久的时间。而比亚迪的垂直供应链模式，使得核心零部件的研发、生产和整车制造能够实现无缝衔接——比亚迪的研发团队可以根据市场需求的变化，快速调整核心零部件的设计和性能，同时协调内部生产部门，加快零部件的生产和整车的组装，使得产品迭代速度大幅提升。例如，比亚迪的秦PLUS EV车型，从2021年推出以来，每年都会进行一次重大升级，不断优化电池技术、智能化水平和外观内饰设计，始终保持产品的竞争力；而特斯拉的Model 3车型，自2017年推出以来，虽然也进行过多次升级，但升级幅度较小，迭代速度明显慢于比亚迪。
at the same time, vertical supply chain integration has also accelerated the iteration speed of byd's products, in the traditional supply chain model, if an automaker wants to update its products, it needs to communicate and coordinate with multiple suppliers, waiting for the suppliers to complete the r&d and production of core components, the whole process is time-consuming, often taking 1-2 years or even longer, byd's vertical supply chain model enables seamless connection between the r&d, production of core components and vehicle manufacturing —— byd's r&d team can quickly adjust the design and performance of core components according to changes in market demand, and at the same time<Img Src="http://G.Sucaz.Cn。398+760"><Img Src="http://G.Fqwnb.Cn。398+761"><Img Src="G.Sckop.Cn。398+762"><Img Src="G.Ekluv.Cn。398+763"><Img Src="G.Kprtw.Cn。398+764"><Img Src="G.Sxtvn.Cn。398+765"><Img Src="G.M81m.Cn。398+766"><Img Src="G.Wnqrz.Cn。398+767"><Img Src="G.Nbxqj.Cn。398+768"><Img Src="G.T34d.Cn。398+769"><Img Src="G.4jwk.Cn。398+770"><Img Src="G.L81m.Cn。398+771"><Img Src="G.Qerxil.Cn。398+772"><Img Src="G.7hxr.Cn。398+773"><Img Src="G.Rzxnt.Cn。398+774"><Img Src="G.Mprtx.Cn。398+775"><Img Src="G.Ghlqd.Cn。398+776"><Img Src="G.Qtwya.Cn。398+777"> coordinate internal production departments to accelerate the production of components and the assembly of vehicles, so that the product iteration speed is greatly improved, for example, since its launch in 2021, byd's qin plus ev model has undergone a major upgrade every year, constantly optimizing battery technology, intelligence level and exterior and interior design, and always maintaining the competitiveness of the product; while tesla's model 3 model, since its launch in 2017, has been upgraded many times, but the upgrade range is small, and the iteration speed is significantly slower than that of byd,
此外，比亚迪还通过组建自营远洋运输船队，进一步完善了全球供应链体系，降低了物流成本。为保障全球供应链稳定，比亚迪组建了一支由8艘自营大型滚装船构成的远洋运输船队，专门用于全球范围内比亚迪汽车和零部件的运输。这支船队的投入使用，不仅降低了比亚迪的海运成本30%以上，还避免了依赖外部航运公司带来的运输延误、运力不足等风险，确保了比亚迪海外市场的产品供应稳定。尤其是在全球疫情、地缘政治冲突等不确定因素增多的背景下，自营远洋运输船队成为比亚迪全球供应链稳定的重要保障，也进一步提升了比亚迪在全球市场的抗风险能力。
in addition, byd has further improved its global supply chain system and reduced logistics costs by establishing its own ocean-going shipping fleet, to ensure the stability of the global supply chain, byd has established an ocean-going shipping fleet composed of 8 self-operated large ro-ro ships, which are specially used for the transportation of byd vehicles and components around the world, the commissioning of this fleet not only reduces byd's shipping costs by more than 30%, but also avoids the risks of transportation delays and insufficient capacity caused by relying on external shipping companies, ensuring the stable supply of byd's products in overseas markets, especially in the context of increasing uncertainties such as the global epidemic and geopolitical conflicts, the self-operated ocean-going shipping fleet has become an important guarantee for the stability of byd's global supply chain, and also further improved byd's risk resistance capacity in the global market,
强大的技术优势和供应链优势，最终转化为比亚迪在全球市场的强劲竞争力，推动其销量实现了爆发式增长。2025年，比亚迪纯电汽车全球销量达到225,7万辆，同比增长78,3%，远超特斯拉的187,2万辆，成功登顶全球纯电销冠。从区域市场来看，比亚迪的销量增长呈现出“国内市场稳扎稳打、海外市场多点开花”的良好态势，无论是欧洲老牌汽车强国，还是亚太、南美这些新兴市场，比亚迪的销量都实现了大幅增长，海外工厂的落地也让本地化运营更加顺畅，进一步推动了销量的提升。
the strong technological advantages and supply chain advantages have finally been transformed into byd's strong competitiveness in the global market, driving its sales to achieve explosive growth, in 2025, byd's global sales of pure electric vehicles reached 2257000 units, a year-on-year increase of 78,3%, far exceeding tesla's 1872000 units, successfully winning the global pure electric sales championship, from the perspective of regional markets, byd's sales growth shows a good trend of "steady progress in the domestic market and blooming in overseas markets", whether in the traditional european automobile powers or emerging markets such as asia-pacific and south america, byd's sales have achieved substantial growth, the landing of overseas factories has also made local operation more smooth, further promoting the growth of sales,
在国内市场，比亚迪早已占据了主导地位。2025年，中国新能源汽车市场持续保持快速增长态势，全年新能源汽车产销分别完成1662,6万辆和1649万辆，同比分别增长29%和28,2%，新能源汽车新车销量达到汽车新车总销量的47,9%。在这样的市场环境下，比亚迪凭借着完善的产品矩阵、领先的技术优势和较高的品牌影响力，持续领跑国内新能源汽车市场。2025年，比亚迪在国内纯电汽车市场的销量达到120,8万辆，同比增长65,2%，市场占有率达到38,7%，远超特斯拉（国内销量45,3万辆，市场占有率14,5%）和其他中国自主品牌。
in the domestic market, byd has long occupied a dominant position, in 2025, china's new energy vehicle market continued to maintain a rapid growth trend, the annual production and sales of new energy vehicles completed 16,626 million units and 16,49 million units respectively, a year-on-year increase of 29% and 28,2% respectively, the sales volume of new energy vehicles accounted for 47,9% of the total sales volume of new vehicles, in such a market environment, byd continues to lead the domestic new energy vehicle market with its complete product matrix, leading technological advantages and high brand influence, in 2025, byd's sales volume in the domestic pure electric vehicle market reached 1,208 million units, a year-on-year increase of 65,2%, with a market share of 38,7%, far exceeding tesla (domestic sales of 453,000 units, market share of 14,5%) and other chinese independent brands,
比亚迪在国内市场的成功，得益于其“全价格带覆盖+细分市场深耕”的产品策略。与特斯拉长期依赖Model 3、Model Y两款车型的单一布局不同，比亚迪构建了汽车工业史上最完整的产品矩阵，以王朝网+海洋网+腾势+方程豹+仰望五大品牌为支柱，实现3万-100万+价格区间的全覆盖，能够精准满足不同消费群体的需求。
byd's success in the domestic market is due to its product strategy of "full price range coverage + in-depth cultivation of segmented markets", different from tesla's single layout which has long relied on two models, model 3 and model y, byd has built the most complete product matrix in the history of the automobile industry, with five major brands —— wangchao network, haiyang network, denza, fang cheng bao and yangwang —— as the pillars, realizing full coverage of the price range of 30,000 to over 1 million yuan, which can accurately meet the needs of different consumer groups,
在10-20万主流市场，比亚迪的宋家族、秦PLUS系列成为了绝对的“爆款”车型。其中，宋家族单月销量达8,9万辆，全年销量突破100万辆，成为国内新能源汽车市场销量最高的车型系列；秦PLUS DM-i以7,98万元的起售价和210km的纯电续航，成为燃油车用户转型新能源的首选，2025年销量达到85,6万辆，同比增长58,7%。在20-30万中高端市场，比亚迪汉系列、唐系列表现突出，凭借着高端的配置、领先的智能化水平和出色的性能，成为国内中高端纯电汽车市场的标杆车型。2025年，汉系列全年销量达到32,7万辆，唐系列全年销量达到28,9万辆，均实现了两位数的同比增长。
in the 100,000-200,000 yuan mainstream market, byd's song family and qin plus series have become absolute "bestselling" models, among them, the monthly sales volume of the song family reached 89,000 units, and the annual sales volume exceeded 1 million units, becoming the best-selling model series in the domestic new energy vehicle market; the qin plus dm-i, with a starting price of 79,800 yuan and a pure electric range of 210km, has become the first choice for fuel vehicle users to switch to new energy, in 2025, its sales volume reached 856,000 units, a year-on-year increase of 58,7%, in the 200,000-300,000 yuan mid-to-high-end market, byd's han series and tang series performed outstandingly, becoming benchmark models in the domestic mid-to-high-end pure electric vehicle market with their high-end configuration, leading intelligence level and excellent performance, in 2025, the annual sales volume of the han series reached 327,000 units, and the annual sales volume of the tang series reached 289,000 units, both achieving double-digit year-on-year growth,
在30万以上高端市场，比亚迪通过腾势、方程豹、仰望三大品牌，实现了全面突破，打破了国外豪华品牌的垄断。腾势品牌在30-50万中高端市场实现突围，2025年销量增长24,7%，均价超30万元，其旗舰车型腾势D9、腾势Z9GT凭借着豪华的内饰、先进的智能化配置和出色的乘坐体验，深受国内高端消费者的喜爱；方程豹填补硬派越野细分市场空白，2025年销量暴涨316,1%，占据该领域65%的份额，其首款车型方程豹豹5，凭借着DMO超级混动越野平台、云辇智能车身控制系统等领先技术，成为硬派越野市场的“黑马”；仰望品牌以U8、U9两款旗舰车型打破国产车价格天花板，80万元的均价彰显了中国品牌的技术自信与豪华实力，其中仰望U8作为一款高端硬派越野电动车，不仅具有强劲的动力性能和出色