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$比亚迪(SZ002594)$ $比亚迪股份(01211)$

比亚迪刚刚公布了九月份销量,在上个月基础上又增长了1万的销量,历史新高并首次超过月销8万辆。具体分项情况如下图:
一,纯电车:九月份销量36,306辆,同比增长197.3%,环比上个月增长19.5%;

从图上看趋势明显加速抬头。
二,插电车:九月份销量33,716辆,同比增长427.55%,环比上个月增长11.9%;

比亚迪插电车订单大量累积,销量增长环比增幅比上个月的20%,有下降。相比纯电车的5,924量环比增量,插电车环比3,590辆的增量,显得低于预期。这是公司产能侧的进度问题。可能因为DMi的供应还在动态建设中。
三,新能源乘用车销量;九月份销量70,022辆,同比增长276.4%,环比上个月增长15.7%;

虽然DMi的产能不及预期,但是整体比亚迪新能源乘用车销量的趋势还是突飞猛进。
四,商用车:九月份销量1,077辆,同比减少15.7%,环比上个月增长19.5%;

五,燃油车:九月份销量9,015辆,同比减少60%,环比上个月增长26.5%;

比亚迪燃油车处于收尾阶段了。
六,电池装机量:九月份装机量4.204G,同比增长231%,环比上个月增长19.4%;

比亚迪的动力电池装机量,这个月的看点是跟松下的全球第三的位置争夺。
最后再做一组对比
A,纯电车销量,比亚迪vs蔚小理之和

B,新能源汽车销量,比亚迪vs蔚小理之和

四季度,期待比亚迪销量跟特斯拉销量之间的对决。
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