在中国电动汽车销量增长放缓, 之际，比亚迪预计该国的 电动汽车市场将扩大—，而规模较小的竞争对手蔚来汽车最近表示，行业的 "黄金时代" 已经结束。
At a time when electric vehicle sales growth in China has been slowing, BYD expects the country的 EV market to expand — quite in contrast to smaller rival Nio that recently said the industry的 "golden era" was over.
"With all the innovation technology introduced to the market, China的 market very quickly will push to ... close to 80% in EV penetration," BYD的 Executive Vice President Stella Li told CNBC的 Arjun Kharpal on Monday.
Thanks to state support and a flood of car options, the penetration rate of hybrid and battery-only vehicles has grown rapidly in just a few years, exceeding half of new passenger cars sold in 2024 and a record 62.9% last month, according to the Chinese Passenger Car Association.
国际能源署上个月表示，美国电动汽车普及率仍保持在 10%, 左右，而全球这一数字约为 25%,。
The U.S. electric car penetration rate remains at just around 10%, while that figure is roughly 25% globally, the International Energy Agency said last month.
U.S. tariffs of 100% on China-made electric cars have restricted local sales. BYD along with some other firms was put on the Pentagon的 list of Chinese military-affiliated companies on Monday.这家电动汽车制造商没有回应置评请求。
U.S. tariffs of 100% on China-made electric cars have restricted local sales. BYD along with some other firms was put on the Pentagon的 list of Chinese military-affiliated companies on Monday. The EV maker did not respond to a request for comment.
But BYD is optimistic about the domestic market, banking on improved battery technology.
目前国内对比亚迪的 电动汽车的需求大约是该公司目前可交付, 的两倍左右。李说, 得益于其快速充电技术，据报道，该技术能够在短短五分钟内实现 70% 的充电。
Domestic demand for BYD的 EVs now stands at around double what the company can currently deliver, Li said, thanks to its fast-charging technology that is reportedly capable of achieving a 70% charge in just five minutes.
Sales of gas-powered cars in China plunged by 39% in May from a year ago, the CPCA said Monday, citing the impact of higher oil prices amid ongoing hostilities in the Middle East.
Looking ahead, Li expects the next phase of competition to likely center on driver-assist features.
BYD on May 28 expanded insurance coverage for "L2+" driver-assist users, which Li said could boost customer utilization by 5 percentage points to at least 95%.该公司还展示了自己的驾驶辅助芯片。
BYD on May 28 expanded insurance coverage for "L2+" driver-assist users, which Li said could boost customer utilization by 5 percentage points to at least 95%. The company also revealed its own driver-assist chip.
目前, Li 表示，比亚迪将主要使用 Nvidia的 驾驶辅助芯片组,，尽管该汽车制造商雇佣了大约 7,000 名工程师进行半导体开发。根据 2025 年年度报告，这'只是该汽车制造商雇用,超过869,600名员工的一小部分。
For now, Li said BYD would largely use Nvidia的 driver-assist chipsets, even as the automaker employs roughly 7,000 engineers for semiconductor development. That的 just a fraction of the over 869,600 workers the automaker employs, as per its 2025 annual report.
阅读更多电动汽车故事
Read more electric car stories
专注于亚洲的咨询公司, YCP, 的移动业务主管 Leon Cheng, 指出，尽管 5 月份, 比亚迪的总销量有所复苏，但与去年同期相比基本持平。
Leon Cheng, head of the mobility practice at YCP, an Asia-focused consultancy, pointed out that despite a recovery in May, BYD的 total sales were essentially flat year over year.
"The question is not only whether BYD can maintain its leadership in China," he said, "but whether it can defend its position globally as more Chinese EV players compete aggressively in export markets."
In May, BYD sold nearly three times more cars in China than the second-largest automaker by new energy vehicle sales, association data showed, arresting an eight-month streak in declining sales.
BYD has struggled to grow locally, turning instead to export markets to buoy sales.
Li said the automaker aims to locally produce 75% of cars sold in Europe. She denied allegations from a New York-based watchdog of labor abuses during BYD的 Hungary factory construction, adding that the European Commission had yet to investigate the site.
欧盟上个月表示，此案属于匈牙利劳工当局的管辖范围。
The EU said last month the case fell under the jurisdiction of Hungarian labor authorities.
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