比亚迪:淡季销量承压 看好高端化与全球化扩张

华创证券
Aug 05

事项:公司发布2025 年7 月销量:1) 新能源总销量:34.4 万辆/同比+1%、环比-10%;2) BEV:17.8 万辆/同比+37%、环比-14%;3) PHEV:16.3 万辆/同比-23%、环比-4%;4) 海外:8.1 万辆/同比+169%、环比-10%;5) 锂电出货:22.4Gwh/同比+35%、环比-17%。评论:7 月淡季销量下降,海外增长依旧亮眼。7 月总销量34.4 ...

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