比亞迪2022年一季報發佈:營收668.25億 淨利8.08億

4月27日晚間,比亞迪(002594)發佈2022年第一季度業績報吿:公司當期實現營業收入668.25億元,同比增長63.02%;歸屬於上市公司股東的淨利潤8.08億元,同比增長240.59%,保持了較快的增長勢頭。
行業增長強勁
2022年第一季度,儘管面臨宏觀經濟下行、疫情散發等因素的不利影響,但新能源汽車行業總體延續了快速增長的勢頭,行業變革速度不斷加快。據乘聯會數據,一季度新能源汽車銷量達125.7萬輛,同比增長138.6%,前三月市場滲透率達19.3%,較2021年全年提高了5.9個百分點。
在行業發展不斷向好的趨勢下,比亞迪新能源汽車業務順勢而上,3月新能源汽車全系銷售達10.5萬輛,同比上漲333.1%;第一季度累計銷量超28.6萬輛,同比增長423.0%。其中,截至3月,比亞迪漢家族累計銷量已突破19萬輛,穩居中國品牌中大型轎車Top1;3月DM插混銷售50674輛,同比增615.2%。

新車型密集亮相
比亞迪堅持DM插混、EV純電"兩條腿、齊步走"的戰略,在新能源市場持續發力。
今年2月,比亞迪元PLUS正式上市,該款車型搭載e平台3.0、超安全刀片電池、DiLink4.0智能網聯繫統,並採用Dragon Face 3.0家族設計語言,深受消費者認可,上市即熱銷,預售訂單破20000台。值得一提的是,元PLUS作為比亞迪出海戰略中的首款全球車型,在海外市場同步上市,憑藉核心技術優勢進軍海外市場,開拓中國新能源汽車出海新格局。

在混動市場,比亞迪DM-i主打"以電為主",兼顧續航與動力,適應多元的用車場景。3月比亞迪推出了新車宋MAX DM-i,彌補了當前新能源汽車市場家用MPV車型的一大缺口。同月,海洋網旗下首款轎車驅逐艦05上市,專為年輕用户打造,以DM-i超混技術為核心優勢,攻入以合資車型為主的緊湊級轎車市場。
4月,全新漢EV創世版、漢千山翠限量版、漢DM-i與漢DM-p正式上市,截止4月10日累計訂單近5萬輛。隨着DM-i混動車型的引入,比亞迪漢產品競爭力進一步提升。

據瞭解,海豹、騰勢MPV、護衞艦07等多款車型將陸續上市。隨着新車型的推出,比亞迪的產品矩陣會愈加完善。
據券商預計,2022年比亞迪銷量維持高速增長。基於e平台3.0和DM-i的技術優勢,通過產品品類的進一步細分,有望帶動比亞迪產品銷量和品牌溢價的同步提升。
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