港股详情

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比亚迪电子

50.000

+0.3000.60%

成交量：1,569.98万

成交额：7.95亿

市值：1,126.60亿

市盈率：25.98

高：51.900

开：50.950

低：49.200

收：49.700

数据加载中...

总览公司新闻公告

韶能股份：为比亚迪广汽埃安等国内知名整车厂商供货

今日两只新股申购，宁德时代、比亚迪供应商等在列 | 打新早知道

21世纪经济报道

【中信建投：智驾平权背景下智驾渗透率将快速提升车载电子元件需求有望爆发】中信建投研报指出，2025年2月10日，比亚迪在其智驾发布会展示了智驾系统研发和商业成果，其2025年高阶智驾将向10万元甚至7万元车型下沉，该战略将使得同行业车企跟进，带来全行业的智驾下沉。根据亿欧智库，2024年L2+（高速NOA）渗透率达到8%，L2+（城市NOA）则为0%，预计到2030年L2+（高速NOA）和L2+（城市NOA）的渗透率分别达到55%、25%。智驾平权背景下，智驾渗透率将快速提升，对应地，激光雷达、摄像头、算力芯片、域控制器等环节将迎来出货量增长和配置升级机会，车载电子元件需求有望爆发。

比亚迪“小伙伴” 冲击港股IPO！

中国基金报

千亿投研智驾，比亚迪迈向下一个万亿市值

21世纪经济报道

比亚迪“智驾平权”葫芦里卖的什么药？

Ofweek维科网

比亚迪、大疆、华为联合研发，方程豹豹8无人机版3月2日发布

凤凰网科技

瀚川智能：公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求

比亚迪、华为、大疆三强合一！方程豹豹8无人机版官宣3月2日发布

快科技官方

【摩根大通认股证牛熊证】汽车股受市场关注比亚迪曾升穿400元大关可留意比迪购13850/沽13837

阿斯达克财经

三花智控：公司与比亚迪合作紧密

三花智控(002050.SZ)：公司与比亚迪合作紧密

申万宏源：FSD入华取得进展国内智驾鲶鱼效应将起

20天，这些企业市值涨了30%！

盖世汽车每日速递

《大行》野村：比亚迪(01211.HK)推智驾显示在价格竞争减少进取性上调盈测及目标价

阿斯达克财经

沸腾了！蔚来大涨11%！理想、小鹏、比亚迪等全部涨了发生了什么？

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车载电子元件需求有望爆发】中信建投研报指出，2025年2月10日，比亚迪在其智驾发布会展示了智驾系统研发和商业成果，其2025年高阶智驾将向10万元甚至7万元车型下沉，该战略将使得同行业车企跟进，带来全行业的智驾下沉。根据亿欧智库，2024年L2+（高速NOA）渗透率达到8%，L2+（城市NOA）则为0%，预计到2030年L2+（高速NOA）和L2+（城市NOA）的渗透率分别达到55%、25%。智驾平权背景下，智驾渗透率将快速提升，对应地，激光雷达、摄像头、算力芯片、域控制器等环节将迎来出货量增长和配置升级机会，车载电子元件需求有望爆发。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514521783","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514521783?lang=zh_cn&edition=fundamental","pubTime":"2025-02-28 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冲击港股IPO！","url":"https://stock-news.laohu8.com/highlight/detail?id=2514894603","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514894603?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 23:15","pubTimestamp":1740669300,"startTime":"0","endTime":"0","summary":"近日，河北海伟电子新材料科技股份有限公司向港交所递交招股书，正式开启港股IPO征程。反观下游，海伟电子与比亚迪深度绑定。深度绑定比亚迪招股书显示，海伟电子的主要产品为电容器薄膜，该产品为薄膜电容器的关键组成部分。同年，比亚迪成为海伟电子的第一大客户，并持续至今。其中，2022年、2023年及2024年前三季度，海伟电子对第一大供应商的采购金额占总采购金额的比例分别为73.7%、45.3%和44.8%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025022723171398951a33&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:08","pubTimestamp":1740661733,"startTime":"0","endTime":"0","summary":"上半场，比亚迪切断退路，坚定电动化。2022年4月，比亚迪成为全球首个正式宣布“停产燃油车”的车企。今年2月10日，比亚迪宣布将高阶智驾下沉到7万元级市场。四天后，比亚迪重回万亿市值，达1.01万亿元。摩根士丹利认为，这将巩固比亚迪的市场份额。花旗银行也在比亚迪发布智驾后上调了对比亚迪的股价预期。与小鹏等车企相比，比亚迪落后了一步。在7万级车型搭载高阶智驾背后是比亚迪的成本控制能力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227211413a25664c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:33","pubTimestamp":1740648794,"startTime":"0","endTime":"0","summary":"2025年2月10日，比亚迪正如去年5月发布的“DM 5.0”技术，聚焦于”电比油低“（混动续航大幅提升，油耗大幅降低）带给行业的震动一样，又再次掀起了“智驾平权”的新一代浪潮，具体发布会纪要详见《比亚迪（纪要）：智驾平权时代来临》。而在发布会召开的次日，比亚迪股份（1211.HK）收跌0.7%，似乎在说明资金一定程度上已经提前定价此轮智驾预期, 但截至2月19号，比亚迪相比于智驾发布会召开前又收","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271734259894bb90&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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DM-i等多款车型也申报了配备车载无人机的版本。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8hJfVlWzWJ9","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0348767384.USD","01211","LU1868837565.USD","LU0348766576.USD","BK1607","LU0359201612.USD","LU1781817850.SGD","81211","BK1119","BK1594","BK1540","LU2097828474.EUR","LU0274383008.USD","LU2360107325.USD","LU0516422440.USD","LU2476274308.USD","BK1515","LU2097828714.EUR","BYDDY","LU2580892862.HKD","LU2097828805.USD","BK0264","EVS.SI","BK1589","LU0348805143.USD","LU0823426308.USD","002594","LU0211977185.USD","HYDD.SI","BK1580","LU2580892789.USD","BK0196","LU1242518857.USD","LU1861219969.SGD","LU0052750758.USD","BK0188","LU1023057109.AUD","SG9999015986.USD","SG9999015978.USD","LU1146622755.USD","LU0214875030.USD","LU0531970944.HKD","LU2778985437.USD","00285","LU0359202008.SGD","LU2148510915.USD","LU0143863198.USD","BK1582","BK0014","BK0070"],"gpt_icon":1},{"id":"2514824648","title":"瀚川智能：公司生产的全自动高速传输线束生产设备，服务于比亚迪的业务需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2514824648","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514824648?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 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比亚迪曾升穿400元大关 可留意比迪购13850/沽13837","url":"https://stock-news.laohu8.com/highlight/detail?id=2514233478","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514233478?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 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14:22","pubTimestamp":1740637379,"startTime":"0","endTime":"0","summary":"FSD入华取得进展，短期性能属于L2级别。申万宏源主要观点如下：FSDv13迭代核心变化2024年12月向AI4用户大面积推送。FSDv13入华的鲶鱼效应1)高阶智驾渗透率提升。FSD本质是软件溢价，将带动特斯拉特定车型销量提升，全产业链受益3)基础设施配套。国内汽车销售价格承压，比亚迪“智驾平权”进一步缩小利润空间，中小厂商可能存在较大生存压力，市场份额有望进一步向头部厂商集中。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1255146.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1540","BK1575","BK1589","BK1504","BK1144","BK1564","01274","BK1119","BK1580","LU0593848301.USD","BK0276","BK1587","BK1582","BK1607","LU0348767384.USD","LU1794554557.SGD","LU0274383008.USD","BK1147","BK0012","BK1539","000166","BK0188","BK1179","BK1515","06806","BK1588","LU0348766576.USD","LU1720050803.USD","BK1149","BK0183","00285","BK1610","BK0028"],"gpt_icon":1},{"id":"2514849945","title":"20天，这些企业市值涨了30%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2514849945","media":"盖世汽车每日速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514849945?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 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11:37","pubTimestamp":1740627420,"startTime":"0","endTime":"0","summary":"野村发表报告，指比亚迪推出“天神之眼”智驾系统，相信中国电动车市场领导者进入下一阶段的汽车业演变，即智能化。此举将进一步改善其在市场发展速度上对比同业的竞争优势，该行亦相信此举显示公司试图今年在价格竞争上减少进取性，意利利润率压力减少。该行上调对比亚迪H股目标价，由375元上调至496元，维持“买入”评级。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230710124611248_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230710124611248_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1420670/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01211","00285","002594"],"gpt_icon":0},{"id":"2514800817","title":"沸腾了！蔚来大涨11%！理想、小鹏、比亚迪等全部涨了 发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2514800817","media":"东方财富","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514800817?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 11:08","pubTimestamp":1740625687,"startTime":"0","endTime":"0","summary":"2月27日早盘，港股蔚来、小鹏、理想、吉利、比亚迪等中国汽车企业全线上涨。截至发稿，蔚来涨超11%，小鹏涨超7%，吉利汽车涨超4%。昨夜美股，蔚小理等也纷纷大涨，涨幅均超过10%。消息面上，近期多家车企公布新车消息。小鹏CEO何小鹏宣布，新款小鹏G6将于2月28日正式亮相。此外，何小鹏表示，公司计划在2025年推出准L3和L3自动驾驶，相关技术架构能复用至人形机器人的脚、手结构，并且公司有信心成为中国最早量产L3机器人的企业之一。理想方面，2月25日，理想公布旗下首款纯电SUV i8的外观造型信息。（文章来源：每日经济新闻）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202502271108229631f443&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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