{"id":859,"date":"2026-06-30T06:34:52","date_gmt":"2026-06-29T21:34:52","guid":{"rendered":"https:\/\/www.kabutec.jp\/blog\/?p=859"},"modified":"2026-06-30T06:34:52","modified_gmt":"2026-06-29T21:34:52","slug":"byd%e5%88%86%e6%9e%90-%e2%80%95%e3%80%8c%e6%94%bb%e5%8b%a2%e3%81%ae%e9%99%90%e7%95%8c%e7%82%b9%e3%80%8d%e3%81%ab%e9%81%94%e3%81%97%e3%81%9f%e7%8e%8b%e8%80%85%e3%81%af%e3%80%81%e5%a4%96%e7%b7%9a","status":"publish","type":"post","link":"https:\/\/www.kabutec.jp\/blog\/?p=859","title":{"rendered":"BYD\u5206\u6790 \u2015\u300c\u653b\u52e2\u306e\u9650\u754c\u70b9\u300d\u306b\u9054\u3057\u305f\u738b\u8005\u306f\u3001\u5916\u7dda\u3067\u751f\u304d\u6b8b\u308c\u308b\u304b"},"content":{"rendered":"\n

\u3010\u7d50\u8ad6\u3011<\/h2>\n\n\n\n

BYD\u306f\u4f9d\u7136\u3068\u3057\u3066\u4e16\u754c\u6700\u5927\u306eNEV(\u65b0\u30a8\u30cd\u30eb\u30ae\u30fc\u8eca)\u30e1\u30fc\u30ab\u30fc\u3067\u3042\u308a\u3001\u5782\u76f4\u7d71\u5408\u3068\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u3068\u3044\u3046\u300c\u91cd\u5fc3(Schwerpunkt)\u300d\u306b\u304a\u3044\u3066\u3001\u4ed6\u306e\u8ffd\u968f\u3092\u8a31\u3055\u306a\u3044\u3002\u3060\u304c2026\u5e74\u306b\u5165\u3063\u3066\u304b\u3089\u306e\u6570\u5b57\u304c\u7a81\u304d\u3064\u3051\u3066\u3044\u308b\u306e\u306f\u3001\u3053\u306e\u738b\u8005\u304c\u4e2d\u56fd\u56fd\u5185\u6226\u7dda\u3067\u30af\u30e9\u30a6\u30bc\u30f4\u30a3\u30c3\u30c4\u306e\u8a00\u3046\u300c\u653b\u52e2\u306e\u9650\u754c\u70b9(Kulminationspunkt)\u300d\u306b\u5230\u9054\u3057\u305f<\/strong>\u3068\u3044\u3046\u4e8b\u5b9f\u3060\u3002\u3053\u308c\u4ee5\u4e0a\u30b7\u30a7\u30a2\u3092\u53d6\u308a\u306b\u884c\u3051\u3070\u3001\u81ea\u3089\u306e\u30de\u30fc\u30b8\u30f3\u3092\u5931\u8840\u6b7b\u3055\u305b\u308b\u3068\u3053\u308d\u307e\u3067\u6765\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

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\n

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8\u6708\u4e0b\u65ec\u306e\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u304c\u3001\u6d77\u5916\u30b7\u30d5\u30c8\u306b\u3088\u308b\u5229\u76ca\u56de\u5fa9\u3092\u6570\u5b57\u3067\u78ba\u8a8d\u3059\u308b\u307e\u3067\u306f\u3001\u3053\u308c\u306f**\u300c\u6ce8\u8996\u305b\u3088\u3001\u305f\u3060\u3057\u8ffd\u3046\u306a\u300d**\u306e\u5c40\u9762\u3067\u3042\u308b\u3002\u305d\u3057\u3066\u65e5\u672c\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066BYD\u306f\u3001\u305d\u308c\u81ea\u4f53\u304c\u6295\u8cc7\u5bfe\u8c61\u3067\u3042\u308b\u4ee5\u524d\u306b\u3001\u30c8\u30e8\u30bf(7203)\u4ee5\u4e0b\u306e\u56fd\u5185\u81ea\u52d5\u8eca\u682a\u304c\u76f4\u9762\u3057\u3066\u3044\u308b\u8105\u5a01\u3092\u6e2c\u308b\u305f\u3081\u306e\u300c\u3082\u306e\u3055\u3057\u300d\u3067\u3082\u3042\u308b\u3002<\/p>\n\n\n\n

\n\n\n\n

1. \u653b\u52e2\u306e\u9650\u754c\u70b9 \u2015\u2015 \u306a\u305c\u4e2d\u56fd\u3067\u982d\u6253\u3061\u306b\u306a\u3063\u305f\u306e\u304b<\/h2>\n\n\n\n

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\n\n\n\n

2. \u6570\u5b57\u304c\u8a9e\u308b\u300c\u4e8c\u91cd\u69cb\u9020\u300d\u2015\u2015 \u4e00\u3064\u306e\u30c6\u30a3\u30c3\u30ab\u30fc\u3092\u5171\u6709\u3059\u308b\u4e8c\u3064\u306e\u4f1a\u793e<\/h2>\n\n\n\n

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\u6307\u6a19<\/th>2025\u5e74\u901a\u671f<\/th>2026\u5e74Q1<\/th>2026\u5e745\u6708(\u5358\u6708)<\/th><\/tr><\/thead>
NEV\u8ca9\u58f2\u53f0\u6570<\/td>\u7d04460\u4e07\u53f0(BEV+PHEV)<\/td>700,463\u53f0(\u524d\u5e74\u6bd4 \u221230%<\/strong>)<\/td>383,453\u53f0(\u524d\u5e74\u6bd4 +0.3%)<\/td><\/tr>
\u3046\u3061\u6d77\u5916<\/td>100\u4e07\u53f0\u8d85(\u521d\u3001+150%)<\/td>321,165\u53f0(+56%\u3001\u5168\u4f53\u306e46%)<\/td>160,644\u53f0(\u904e\u53bb\u6700\u9ad8\u3001+80%<\/strong>\u3001\u5168\u4f53\u306e\u7d0443%)<\/td><\/tr>
\u3046\u3061\u56fd\u5185<\/td>\u2015<\/td>\u5927\u5e45\u6e1b<\/td>222,809\u53f0(\u524d\u5e74\u6bd4 \u221224%<\/strong>)<\/td><\/tr>
\u7d14\u5229\u76ca<\/td>\u7d04326\u5104\u5143(\u524d\u5e74\u6bd4 \u2212\u7d0420%)<\/td>40.9\u5104\u5143(\u524d\u5e74\u6bd4 \u221255%<\/strong>)<\/td>\u2015<\/td><\/tr>
\u58f2\u4e0a\u9ad8<\/td>8,000\u5104\u5143\u898f\u6a21<\/td>1,502\u5104\u5143(\u524d\u5e74\u6bd4 \u221212%)<\/td>\u2015<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u6ce8\u76ee\u3059\u3079\u304d\u306f\u30012025\u5e74\u901a\u671f\u306e\u7d14\u5229\u76ca\u304c\u300c4\u5e74\u3076\u308a\u306e\u6e1b\u76ca<\/strong>\u300d\u3060\u3063\u305f\u3053\u3068\u3002\u305d\u3057\u30662025\u5e74\u306e\u7c97\u5229\u7387\u306f17.74%\u3068\u3001\u524d\u5e74\u306e19.44%\u304b\u30891.7\u30dd\u30a4\u30f3\u30c8\u4f4e\u4e0b\u3057\u3066\u3044\u308b\u30028,000\u5104\u5143\u898f\u6a21\u306e\u58f2\u4e0a\u306b\u5bfe\u3057\u3066\u3001\u3053\u306e1.7\u30dd\u30a4\u30f3\u30c8\u306f\u6570\u767e\u5104\u5143\u306e\u5229\u76ca\u304c\u6d88\u3048\u305f\u8a08\u7b97\u306b\u306a\u308b\u3002<\/p>\n\n\n\n

5\u6708\u306e\u5358\u6708\u8ca9\u58f2\u306f\u300c9\u30f6\u6708\u3076\u308a\u306e\u524d\u5e74\u6bd4\u30d7\u30e9\u30b9\u300d\u3068\u5831\u3058\u3089\u308c\u3001\u898b\u51fa\u3057\u3060\u3051\u898b\u308c\u3070\u56de\u5fa9\u306b\u898b\u3048\u308b\u3002\u3060\u304c\u4e2d\u8eab\u306f\u56de\u5fa9\u3057\u3066\u3044\u306a\u3044<\/strong>\u3002\u524d\u5e74\u6bd4\u3067\u30d7\u30e9\u30b9\u306b\u306a\u3063\u305f\u5206\u306f\u4e00\u53f0\u6b8b\u3089\u305a\u8f38\u51fa\u5411\u3051\u3067\u3001\u56fd\u5185\u306f\u4f9d\u713624%\u6e1b\u3002\u6d77\u5916\u6bd4\u7387\u304c\u521d\u3081\u306640%\u3092\u8d85\u3048\u305f(\u7d0443%)\u3068\u3044\u3046\u3053\u306e\u4e8b\u5b9f\u3053\u305d\u304c\u3001\u3044\u307e\u306eBYD\u306e\u6b63\u4f53\u3060\u3002\u4e00\u3064\u306e\u4f1a\u793e\u3068\u3044\u3046\u3088\u308a\u3001\u300c\u4e2d\u56fd\u3067\u7e2e\u5c0f\u3057\u3066\u3044\u308b\u4f1a\u793e\u300d\u3068\u300c\u4e16\u754c\u3067\u6025\u6210\u9577\u3057\u3066\u3044\u308b\u4f1a\u793e\u300d\u304c\u3001\u305f\u307e\u305f\u307e\u540c\u3058\u682a\u5f0f\u30b3\u30fc\u30c9\u3092\u5171\u6709\u3057\u3066\u3044\u308b\u3068\u898b\u305f\u307b\u3046\u304c\u5b9f\u614b\u306b\u8fd1\u3044\u3002<\/p>\n\n\n\n

\u305d\u3057\u3066\u901a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9(500\u301c550\u4e07\u53f0)\u306f\u3001\u63a7\u3048\u3081\u306b\u8a00\u3063\u3066\u53b3\u3057\u3044\u30021\u301c5\u6708\u306e\u7d2f\u8a08\u304c141\u4e07\u53f0(\u524d\u5e74\u6bd4\u221220%)\u3067\u3042\u308b\u4ee5\u4e0a\u3001\u6b8b\u308a7\u30f6\u6708\u3067\u6708\u5e73\u574751\u301c59\u4e07\u53f0\u3092\u58f2\u308b\u5fc5\u8981\u304c\u3042\u308b\u30021\u301c5\u6708\u306e\u6708\u5e73\u5747\u306f\u7d0428\u4e07\u53f0\u3002\u500d\u8fd1\u3044\u30da\u30fc\u30b9\u30a2\u30c3\u30d7<\/strong>\u3092\u8981\u6c42\u3057\u3066\u304a\u308a\u3001\u984d\u9762\u3069\u304a\u308a\u306b\u306f\u53d7\u3051\u53d6\u308c\u306a\u3044\u3002<\/p>\n\n\n\n

\n\n\n\n

3. \u5175\u7ad9\u306e\u5d29\u308c \u2015\u2015 \u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3068\u3044\u3046\u4f0f\u5175<\/h2>\n\n\n\n

\u6226\u53f2\u306b\u304a\u3044\u3066\u3001\u653b\u52e2\u3092\u7834\u7dbb\u3055\u305b\u308b\u306e\u306f\u3057\u3070\u3057\u3070\u524d\u7dda\u306e\u6226\u95d8\u3067\u306f\u306a\u304f\u3001\u5f8c\u65b9\u306e\u5175\u7ad9(\u30ed\u30b8\u30b9\u30c6\u30a3\u30af\u30b9)\u3067\u3042\u308b\u3002BYD\u306e\u5834\u5408\u3001\u305d\u306e\u5175\u7ad9\u306b\u3042\u305f\u308b\u306e\u304c\u300c\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u91d1\u878d\u300d\u3068\u300c\u96fb\u6c60\u306e\u4f9b\u7d66\u80fd\u529b\u300d\u3060\u3002\u3053\u3053\u304c\u4eca\u3001\u9759\u304b\u306b\u5d29\u308c\u59cb\u3081\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u91d1\u878d\u306e\u906e\u65ad<\/strong>\u3002BYD\u306f\u9577\u5e74\u3001\u90e8\u54c1\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u652f\u6255\u3044\u3092\u5b9f\u8cea\u7684\u306aIOU(\u652f\u6255\u3044\u7336\u4e88)\u3067\u7e70\u308a\u5ef6\u3079\u3001\u305d\u306e\u5206\u3092\u904b\u8ee2\u8cc7\u91d1\u3068\u3057\u3066\u6d3b\u7528\u3057\u3066\u304d\u305f\u3002\u652f\u6255\u3044\u307e\u3067\u306e\u5e73\u5747\u65e5\u6570\u306f127\u65e5\u306b\u9054\u3057\u3066\u3044\u305f\u3068\u3055\u308c\u308b\u3002\u3053\u308c\u306f\u300c\u81ea\u793e\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u3092\u4f7f\u308f\u305a\u306b\u653b\u3081\u7d9a\u3051\u308b\u300d\u305f\u3081\u306e\u3001\u6975\u3081\u3066\u52b9\u7387\u7684\u306a\u5175\u7ad9\u8853\u3060\u3063\u305f\u3002\u3068\u3053\u308d\u304c\u5317\u4eac\u653f\u5e9c\u306f\u53cd\u5185\u5dfb\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u81ea\u52d5\u8eca17\u793e\u306b\u652f\u6255\u3044\u30b5\u30a4\u30c8\u309260\u65e5\u306b\u77ed\u7e2e\u3055\u305b\u308b<\/strong>\u8a93\u7d04\u3092\u53d6\u308a\u4ed8\u3051\u305f\u3002<\/p>\n\n\n\n

\u7d50\u679c\u3001\u4f55\u304c\u8d77\u304d\u305f\u304b\u30024\u5e74\u9593\u30cd\u30c3\u30c8\u00b7\u30ad\u30e3\u30c3\u30b7\u30e5(\u5b9f\u8cea\u7121\u501f\u91d1)\u3060\u3063\u305fBYD\u306e\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u306f\u3001\u30cd\u30c3\u30c8\u8ca0\u50b5\/\u81ea\u5df1\u8cc7\u672c\u6bd4\u7387\u304c\u7d0425%\u307e\u3067\u4e0a\u6607\u3002\u7121\u5229\u5b50\u3067\u56de\u3057\u3066\u3044\u305f\u8cc7\u91d1\u304c\u3001\u5229\u5b50\u306e\u4ed8\u304f\u6709\u5229\u5b50\u8ca0\u50b5\u306b\u7f6e\u304d\u63db\u308f\u3063\u305f\u3002Q1\u306e\u91d1\u878d\u8cbb\u7528\u306f\u524d\u5e74\u540c\u671f\u6bd4210%\u5897<\/strong>\u306e21\u5104\u5143\u3002\u70ba\u66ff\u8981\u56e0(\u7d0440\u5104\u5143\u898f\u6a21\u306e\u5f71\u97ff)\u3082\u91cd\u306a\u3063\u305f\u3002\u653b\u3081\u306e\u8cc7\u91d1\u7e70\u308a\u3068\u3044\u3046\u3001\u898b\u3048\u306b\u304f\u304b\u3063\u305f\u7af6\u4e89\u512a\u4f4d\u304c\u3001\u653f\u7b56\u306b\u3088\u3063\u3066\u4e00\u3064\u5265\u304c\u3055\u308c\u305f\u308f\u3051\u3067\u3042\u308b\u3002<\/p>\n\n\n\n

\u96fb\u6c60\u306e\u4f9b\u7d66\u80fd\u529b<\/strong>\u3002\u3082\u3046\u4e00\u3064\u306e\u5175\u7ad9\u554f\u984c\u304c\u3001\u7b2c1\u4e16\u4ee3\u304b\u3089\u7b2c2\u4e16\u4ee3\u30d6\u30ec\u30fc\u30c9\u30d0\u30c3\u30c6\u30ea\u30fc\u3078\u306e\u751f\u7523\u30e9\u30a4\u30f3\u5168\u9762\u5207\u308a\u66ff\u3048\u306b\u4f34\u3046\u3001\u4f9b\u7d66\u903c\u8feb\u3060\u3002\u738b\u4f1d\u798f\u4f1a\u9577\u81ea\u8eab\u304c\u300c\u96fb\u6c60\u80fd\u529b\u306e\u6df1\u523b\u306a\u4e0d\u8db3\u300d\u3092\u8b66\u544a\u3057\u3066\u304a\u308a\u3001\u4e3b\u529b\u30e2\u30c7\u30eb\u306e\u7d0d\u8eca\u30b5\u30a4\u30af\u30eb\u304c\u4f38\u3073\u308b\u4e8b\u614b\u3068\u306a\u3063\u3066\u3044\u308b\u3002\u6b21\u4e16\u4ee3\u6280\u8853\u3078\u306e\u79fb\u884c\u671f\u306b\u751f\u3058\u308b\u300c\u30a8\u30a2\u30dd\u30b1\u30c3\u30c8\u300d\u3067\u3042\u308a\u3001\u3044\u305a\u308c\u89e3\u6d88\u3059\u308b\u6027\u8cea\u306e\u3082\u306e\u3060\u304c\u3001\u56de\u5fa9\u5c40\u9762\u306e\u8db3\u3092\u5f15\u3063\u5f35\u308b\u4e00\u6642\u8981\u56e0\u3068\u3057\u3066\u7121\u8996\u3067\u304d\u306a\u3044\u3002<\/p>\n\n\n\n

\n\n\n\n

4. \u5916\u7dda\u3078\u306e\u8ee2\u9032 \u2015\u2015 \u95a2\u7a0e\u306e\u58c1\u3068\u3001\u8584\u3044\u30de\u30fc\u30b8\u30f3<\/h2>\n\n\n\n

\u5185\u7dda\u3067\u982d\u6253\u3061\u306b\u306a\u3063\u305f\u8ecd\u306f\u3001\u5916\u7dda\u306b\u6d3b\u8def\u3092\u6c42\u3081\u308b\u3002BYD\u306e\u6d77\u5916\u30b7\u30d5\u30c8\u306f\u3001\u6226\u7565\u3068\u3057\u3066\u6975\u3081\u3066\u6b63\u3057\u3044\u3002\u554f\u984c\u306f\u3001\u5916\u7dda\u306e\u300c\u5730\u5f62\u300d\u304c\u898b\u305f\u76ee\u307b\u3069\u6709\u5229\u3067\u306f\u306a\u3044\u3053\u3068\u3060\u3002<\/p>\n\n\n\n

\u660e\u308b\u3044\u6570\u5b57\u304b\u3089\u3002\u6d77\u5916\u8ca9\u58f2\u306f5\u6708\u306b\u904e\u53bb\u6700\u9ad8\u306e160,644\u53f0(\u524d\u5e74\u6bd4+80%)\u30021\u301c5\u6708\u7d2f\u8a08\u3067\u7d0462\u4e07\u53f0(\u540c+65%)\u3002\u5e74\u9593\u6d77\u5916\u76ee\u6a19\u306f\u5f53\u521d\u306e130\u4e07\u53f0\u304b\u3089150\u4e07\u53f0\u306b\u4e0a\u65b9\u4fee\u6b63<\/strong>\u3055\u308c\u305f\u3002\u9577\u671f\u7684\u306b\u306f\u5e74\u95931,000\u4e07\u53f0\u00b7\u3046\u3061\u534a\u5206\u3092\u6d77\u5916\u3067\u3001\u3068\u3044\u3046\u306e\u304c\u540c\u793e\u306e\u30d3\u30b8\u30e7\u30f3\u3067\u3042\u308a\u30012030\u5e74\u306b\u306f\u6d77\u5916\u3092\u56fd\u5185\u58f2\u4e0a\u3092\u4e0a\u56de\u3089\u305b\u308b\u8a08\u753b\u3060\u3002\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u00b7\u30b5\u30c3\u30af\u30b9\u306f\u300c\u8cb7\u3044\u300d\u3092\u7dad\u6301\u3057\u30012030\u5e74\u306b\u306f\u6d77\u5916\u304c\u5229\u76ca\u306e62%\u3092\u5360\u3081\u308b\u300c\u7b2c\u4e8c\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u300d\u306b\u306a\u308b\u3068\u8a66\u7b97\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u3060\u304c\u5730\u5f62\u3092\u51b7\u9759\u306b\u898b\u308b\u3068\u3001\u4e8c\u3064\u306e\u58c1\u304c\u3042\u308b\u3002<\/p>\n\n\n\n

\u7b2c\u4e00\u306b\u3001\u5148\u9032\u56fd\u5e02\u5834\u306e\u95a2\u7a0e\u969c\u58c1<\/strong>\u3002\u6700\u3082\u5132\u304b\u308b\u306f\u305a\u306e\u5e02\u5834\u304c\u3001\u8ed2\u4e26\u307f\u58c1\u3067\u56fa\u3081\u3089\u308c\u3066\u3044\u308b\u3002\u7c73\u56fd\u306f100%\u95a2\u7a0e\u3068\u30b3\u30cd\u30af\u30c6\u30c3\u30c9\u30ab\u30fc\u306e\u30bd\u30d5\u30c8\u898f\u5236\u3067\u5b9f\u8cea\u7de0\u3081\u51fa\u3057\u3002EU\u306f\u4e2d\u56fd\u88fdBEV\u306b\u95a2\u7a0e\u3002\u30ab\u30ca\u30c0\u3001\u30e1\u30ad\u30b7\u30b3\u3082\u8b66\u6212\u3092\u5f37\u3081\u3066\u3044\u308b\u3002BYD\u306e\u5bfe\u6297\u7b56\u306f\u73fe\u5730\u751f\u7523\u3060 \u2015\u2015 \u30cf\u30f3\u30ac\u30ea\u30fc\u5de5\u5834\u304c2026\u5e741\u6708\u306b\u8a66\u9a13\u751f\u7523\u3092\u958b\u59cb(\u5e74\u5185\u306b\u91cf\u7523\u3078)\u3001\u30c8\u30eb\u30b3\u306b\u3082\u5de5\u5834\u3002\u73fe\u5730\u751f\u7523\u306fEU\u95a2\u7a0e\u3092\u56de\u907f\u3067\u304d\u308b\u304c\u3001\u7acb\u3061\u4e0a\u3052\u306b\u306f\u9ad8\u30b3\u30b9\u30c8\u3068\u9577\u3044\u6642\u9593\u304c\u304b\u304b\u308b\u3002\u3055\u3089\u306b\u76f4\u8fd1\u3067\u306f\u7c73\u56fd\u306eSection 232\u6539\u6b63(6\u67088\u65e5\u767a\u52b9)\u3084USMCA\u306e\u73fe\u5730\u30b3\u30f3\u30c6\u30f3\u30c4\u8981\u6c42\u306a\u3069\u3001\u4e2d\u56fdOEM\u306e\u6d77\u5916\u5de5\u5834\u305d\u306e\u3082\u306e\u3092\u6a19\u7684\u306b\u3059\u308b\u65b0\u305f\u306a\u95a2\u7a0e\u30b5\u30a4\u30af\u30eb<\/strong>\u304c\u52d5\u304d\u59cb\u3081\u3066\u3044\u308b\u3002\u58c1\u306f\u4eca\u3082\u9ad8\u304f\u306a\u308a\u7d9a\u3051\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\u7b2c\u4e8c\u306b\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u30b5\u30a6\u30b9\u306e\u30de\u30fc\u30b8\u30f3\u306e\u8584\u3055<\/strong>\u3002\u5148\u9032\u56fd\u304c\u9589\u3058\u3066\u3044\u308b\u4ee5\u4e0a\u3001\u91cf\u306f\u30d6\u30e9\u30b8\u30eb\u00b7\u30d9\u30eb\u30ae\u30fc\u00b7\u30e1\u30ad\u30b7\u30b3\u00b7\u6771\u5357\u30a2\u30b8\u30a2\u3068\u3044\u3063\u305f\u5e02\u5834\u3067\u7a3c\u3050\u3057\u304b\u306a\u3044\u3002\u3068\u3053\u308d\u304c\u65b0\u8208\u56fd\u5e02\u5834\u3067\u53d6\u308c\u308b\u30de\u30fc\u30b8\u30f3\u306f\u3001\u5148\u9032\u56fd\u5e02\u5834\u306e\u305d\u308c\u3088\u308a\u69cb\u9020\u7684\u306b\u5c0f\u3055\u3044\u3002\u300c\u53f0\u6570\u306f\u4f38\u3073\u308b\u304c\u30b0\u30eb\u30fc\u30d7\u5168\u4f53\u306e\u5229\u76ca\u7387\u306f\u8584\u307e\u308b\u300d\u3068\u3044\u3046\u5c55\u958b\u306f\u3001\u5341\u5206\u306b\u3042\u308a\u3046\u308b\u3002\u6d77\u5916\u30b7\u30d5\u30c8\u306f\u751f\u5b58\u6226\u7565\u3068\u3057\u3066\u6b63\u3057\u3044\u304c\u3001\u305d\u308c\u304c\u53ce\u76ca\u6027\u306e\u56de\u5fa9<\/strong>\u307e\u3067\u4fdd\u8a3c\u3059\u308b\u304b\u306f\u5225\u554f\u984c\u3060 \u2015\u2015 \u3053\u308c\u304c\u672c\u7a3f\u306e\u6838\u5fc3\u3067\u3042\u308b\u3002<\/p>\n\n\n\n

\u9000\u5374\u6226\u306f\u3001\u6226\u8853\u306e\u4e2d\u3067\u6700\u3082\u96e3\u6613\u5ea6\u304c\u9ad8\u3044\u3002\u524d\u9032\u3059\u308b\u8ecd\u306f\u52e2\u3044\u306b\u4e57\u308c\u308b\u304c\u3001\u6226\u529b\u3092\u4fdd\u3063\u305f\u307e\u307e\u9663\u5730\u3092\u79fb\u3059\u8ee2\u9032\u306f\u3001\u4e00\u6b69\u9593\u9055\u3048\u308c\u3070\u7dcf\u5d29\u308c\u306b\u306a\u308b\u3002BYD\u306f\u3044\u307e\u3001\u305d\u306e\u6700\u96e3\u5ea6\u306e\u6a5f\u52d5\u3092\u5b9f\u884c\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

\n\n\n\n

5. \u6280\u8853\u306e\u91cd\u5fc3\u306f\u672c\u7269\u304b \u2015\u2015 \u5800(\u30e2\u30fc\u30c8)\u306e\u6b63\u4f53<\/h2>\n\n\n\n

\u5f31\u6c17\u306e\u8a71\u3092\u7d9a\u3051\u3066\u304d\u305f\u304c\u3001BYD\u306e\u6280\u8853\u7af6\u4e89\u529b\u306f\u672c\u7269\u3060\u3002\u3053\u3053\u3092\u8efd\u8996\u3059\u308b\u306e\u306f\u516c\u6b63\u3067\u306a\u3044\u3002<\/p>\n\n\n\n

\u7b2c2\u4e16\u4ee3\u30d6\u30ec\u30fc\u30c9\u30d0\u30c3\u30c6\u30ea\u30fc<\/strong>(LFP)\u306f\u3001CLTC\u822a\u7d9a1,000km\u8d85\u3092\u5b9f\u73fe\u3002\u4f1a\u793e\u767a\u8868\u30d9\u30fc\u30b9\u3067\u306f\u3001\u6700\u59271,500kW\u306e\u300c\u30d5\u30e9\u30c3\u30b7\u30e5\u5145\u96fb\u300d\u306710\u219270%\u3092\u308f\u305a\u304b5\u5206\u300110\u219297%\u309210\u5206\u3067\u88dc\u5145\u3067\u304d\u308b\u3068\u3044\u3046\u3002\u5e74\u5185\u306b20,000\u57fa\u306e\u8d85\u6025\u901f\u5145\u96fb\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u3092\u6574\u5099\u3059\u308b\u8a08\u753b\u3067\u3001\u3053\u308c\u304c\u5b9f\u73fe\u3059\u308c\u3070\u3001EV\u6700\u5f8c\u306e\u5f31\u70b9\u3067\u3042\u308b\u300c\u5145\u96fb\u306e\u4e0d\u4fbf\u3055\u300d\u3092\u304b\u306a\u308a\u6f70\u305b\u308b\u3002<\/p>\n\n\n\n

\u5168\u56fa\u4f53\u96fb\u6c60<\/strong>\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3082\u5177\u4f53\u7684\u3060\u3002\u786b\u5316\u7269\u7cfb\u3092\u30d9\u30fc\u30b9\u306b\u30012027\u5e74\u306b\u9ad8\u7d1a\u30e2\u30c7\u30eb\u5411\u3051\u3067\u5c11\u91cfdemonstration\u751f\u7523(\u822a\u7d9a1,200km\u7d1a)\u30012030\u5e74\u9803\u306b\u91cf\u7523\u30fb\u30b3\u30b9\u30c8\u309270\u30c9\u30eb\/kWh(\u73fe\u884c\u306e\u6db2\u7cfb\u4e26\u307f)\u307e\u3067\u5727\u7e2e\u3059\u308b\u8a08\u753b\u3002\u4e26\u884c\u3057\u3066\u7b2c3\u4e16\u4ee3\u30ca\u30c8\u30ea\u30a6\u30e0\u30a4\u30aa\u30f3\u96fb\u6c60(\u6700\u592710,000\u30b5\u30a4\u30af\u30eb)\u3082\u9032\u3081\u3066\u3044\u308b\u3002ADAS\u9762\u3067\u306f\u81ea\u793e\u306e\u300cGod’s Eye(\u5929\u795e\u4e4b\u773c)\u300d\u306b\u52a0\u3048\u3001\u300c\u4e2d\u56fd\u521d\u306e4nm\u77e5\u80fd\u904b\u8ee2\u30c1\u30c3\u30d7\u300d\u3092\u8b33\u3046\u7384\u74a3A3\u3092\u516c\u958b\u3057\u305f\u3002<\/p>\n\n\n\n

\u305f\u3060\u3057\u3001\u3053\u3053\u3067\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u4e00\u6b69\u5f15\u3044\u3066\u898b\u308b\u3079\u304d\u306f \u2015\u2015 \u5168\u56fa\u4f53\u306f\u5800\u306b\u306a\u308b\u306e\u304b?<\/strong> \u3068\u3044\u3046\u70b9\u3060\u30022027\u5e74\u3068\u3044\u3046\u540c\u3058\u30b4\u30fc\u30eb\u306b\u5411\u3051\u3066\u3001CATL\u3001SAIC\u3001\u9577\u5b89\u3001\u5947\u745e\u3001\u305d\u3057\u3066\u30c8\u30e8\u30bf\u307e\u3067\u304c\u4e00\u6589\u306b\u8d70\u3063\u3066\u3044\u308b\u3002\u6280\u8853\u305d\u308c\u81ea\u4f53\u306f\u65e9\u6669\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5316\u3057\u3001\u300c\u6301\u3063\u3066\u3044\u306a\u3044\u3068\u8ca0\u3051\u308b(table stakes)\u300d\u3082\u306e\u306b\u306a\u308b\u516c\u7b97\u304c\u9ad8\u3044\u3002<\/p>\n\n\n\n

BYD\u306e\u771f\u306e\u5800\u306f\u3001\u7279\u5b9a\u306e\u96fb\u6c60\u6280\u8853\u3067\u306f\u306a\u304f\u3001**\u300c\u96fb\u6c60\u306e\u5185\u88fd \u00d7 \u90e8\u54c1\u306e\u5782\u76f4\u7d71\u5408 \u00d7 \u958b\u767a\u30b9\u30d4\u30fc\u30c9(\u6b27\u7c73\u65e5\u306e2\u301c3\u500d\u901f)\u00d7 20\u301c30%\u306e\u30b3\u30b9\u30c8\u512a\u4f4d\u300d**\u3068\u3044\u3046\u3001\u6a21\u5023\u3057\u306b\u304f\u3044\u7d44\u307f\u5408\u308f\u305b\u306e\u307b\u3046\u306b\u3042\u308b\u3002\u306a\u304a\u96fb\u6c60\u5358\u4f53\u3067\u306fBYD\u306f\u30b7\u30a7\u30a217.2%\u3067\u3001CATL(37.9%)\u306b\u6b21\u3050\u4e16\u754c2\u4f4d\u3002\u96fb\u6c60\u3067\u3082\u76df\u4e3b\u3067\u306f\u306a\u3044\u70b9\u306f\u3001\u7559\u610f\u3057\u3066\u304a\u304d\u305f\u3044\u3002<\/p>\n\n\n\n

\n\n\n\n

6. \u5bfe\u30c6\u30b9\u30e9 \u2015\u2015 BEV\u738b\u5ea7\u306e\u9006\u8ee2\u304c\u793a\u3059\u3082\u306e<\/h2>\n\n\n\n

\u65e5\u672c\u306e\u8aad\u8005\u306e\u591a\u304f\u304c\u6c17\u306b\u3059\u308b\u300c\u30c6\u30b9\u30e9\u3068\u306e\u6bd4\u8f03\u300d\u3082\u89e6\u308c\u3066\u304a\u304f\u3002\u3053\u3053\u306b\u3001\u3044\u307e\u306eBYD\u306e\u5f31\u70b9\u304c\u51dd\u7e2e\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n

2025\u5e74\u901a\u671f\u3001BYD\u306fBEV(\u7d14\u96fb\u6c17\u81ea\u52d5\u8eca)\u8ca9\u58f2\u3067225\u4e07\u53f0<\/strong>\u3092\u58f2\u308a\u3001\u30c6\u30b9\u30e9\u306e164\u4e07\u53f0\u309260\u4e07\u53f0\u4ee5\u4e0a\u5f15\u304d\u96e2\u3057\u3066\u3001\u521d\u3081\u3066\u5e74\u9593BEV\u4e16\u754c\u4e00\u306b\u7acb\u3063\u305f\u3002\u300c\u3064\u3044\u306b\u30c6\u30b9\u30e9\u3092\u629c\u3044\u305f\u300d\u3068\u3044\u3046\u898b\u51fa\u3057\u304c\u4e16\u754c\u3092\u99c6\u3051\u305f\u3002<\/p>\n\n\n\n

\u3068\u3053\u308d\u304c2026\u5e74Q1\u3001\u30c6\u30b9\u30e9\u304cBEV\u9996\u4f4d\u3092\u596a\u3044\u8fd4\u3057\u305f<\/strong>\u3002\u30c6\u30b9\u30e9358,023\u53f0(+6.5%)\u306b\u5bfe\u3057\u3001BYD\u306eBEV\u306f310,389\u53f0(\u221225.5%)\u3002\u5dee\u306f\u7d044.8\u4e07\u53f0\u3002\u4e2d\u56fd\u5e02\u5834\u306e\u5931\u901f\u304c\u3001BYD\u306eBEV\u90e8\u9580\u3092\u76f4\u6483\u3057\u305f\u5f62\u3060\u3002<\/p>\n\n\n\n

\u3053\u3053\u304b\u3089\u8aad\u307f\u53d6\u308c\u308b\u3053\u3068\u306f\u4e8c\u3064\u3002\u7b2c\u4e00\u306b\u3001BYD\u306e\u5f37\u3055\u306fPHEV\u6bd4\u7387\u3068\u4e2d\u56fd\u5e02\u5834\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u9762\u304c\u5927\u304d\u304f\u3001\u7d14EV\u306e\u4e16\u754c\u3067\u306f\u8db3\u5143\u304c\u5fc5\u305a\u3057\u3082\u76e4\u77f3\u3067\u306a\u3044\u3053\u3068\u3002\u7b2c\u4e8c\u306b\u3001\u4e21\u793e\u306e\u512a\u4f4d\u306e\u8cea\u304c\u9055\u3046\u3053\u3068 \u2015\u2015 \u30c6\u30b9\u30e9\u306f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30d6\u30e9\u30f3\u30c9\u30fb\u5145\u96fb\u7db2\u30fb\u53ce\u76ca\u6027\u3067\u52dd\u3061\u3001BYD\u306f\u53f0\u6570\u30fb\u30b3\u30b9\u30c8\u30fb\u8eca\u7a2e\u306e\u5e45\u30fb\u751f\u7523\u80fd\u529b\u3067\u52dd\u3064<\/strong>\u3002\u30d0\u30ea\u30e5\u30fc\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u6700\u5f8c\u306b\u52b9\u3044\u3066\u304f\u308b\u306e\u306f\u53ce\u76ca\u6027\u306e\u307b\u3046\u3060\u3002\u3053\u306e\u4e00\u70b9\u3067\u3001BYD\u306f\u307e\u3060\u30c6\u30b9\u30e9\u306b\u5bfe\u3057\u3066\u8a3c\u660e\u3092\u7d42\u3048\u3066\u3044\u306a\u3044\u3002<\/p>\n\n\n\n

\n\n\n\n

7. \u6295\u8cc7\u3068\u3057\u3066\u3069\u3046\u898b\u308b\u304b<\/h2>\n\n\n\n

\u3053\u3053\u307e\u3067\u3092\u6295\u8cc7\u5224\u65ad\u306b\u843d\u3068\u3057\u8fbc\u3080\u3002\u306a\u304a\u3001\u79c1\u306f\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3067\u306f\u306a\u304f\u3001\u4ee5\u4e0b\u306f\u6700\u7d42\u7684\u306a\u5224\u65ad\u6750\u6599\u306e\u63d0\u4f9b\u306b\u3059\u304e\u306a\u3044\u3002<\/p>\n\n\n\n

\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3<\/strong>\u3002\u9999\u6e2f\u682a(1211.HK)\u306f\u5e74\u521d\u306e\u6700\u9ad8\u5024\u304b\u3089\u7d0430%\u4e0b\u843d\u3057\u305f\u6c34\u6e96\u3002\u4e88\u60f3PER\u306f\u304a\u3088\u305d17\u301c20\u500d(\u5b9f\u7e3e\u30d9\u30fc\u30b9\u306f\u60c5\u5831\u6e90\u306b\u3088\u308a18\u301c27\u500d\u3068\u3070\u3089\u3064\u304f)\u3002\u4e16\u754c\u6700\u5927\u306eNEV\u30e1\u30fc\u30ab\u30fc\u3068\u3057\u3066\u306f\u300c\u5272\u9ad8\u3067\u306f\u306a\u3044\u300d\u304c\u3001\u5229\u76ca\u304c\u524d\u5e74\u6bd4\u534a\u6e1b\u3057\u3066\u3044\u308b\u5c40\u9762\u3067\u3042\u308b\u3053\u3068\u3092\u8003\u3048\u308c\u3070\u3001\u300c\u660e\u78ba\u306a\u5272\u5b89\u300d\u3068\u3082\u8a00\u3044\u5207\u308c\u306a\u3044\u3002\u6e1b\u76ca\u30c8\u30ec\u30f3\u30c9\u304c\u5e95\u6253\u3061\u3057\u3066\u3044\u306a\u3044\u682a\u306ePER\u306f\u3001\u5206\u6bcd(\u5229\u76ca)\u304c\u4e0b\u304c\u308b\u3053\u3068\u3067\u5b9f\u614b\u4ee5\u4e0a\u306b\u4f4e\u304f\u898b\u3048\u308b\u70b9\u306b\u6ce8\u610f\u304c\u3044\u308b\u3002<\/p>\n\n\n\n

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