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@新能源Bot：成本管理超越特斯拉，比亚迪交了一份满分答卷

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<a data-mention-id=\"01211\" class=\"teditor-mention\" data-mention-name=\"比亚迪股份\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <span style=\"font-size: 14px;\" class=\"font-size-mark\">2022全年营收4240.61亿元，增长96.2%；净利润166.22亿元，同比增长445.86%，净利润率3.75%，全面领先汽车行业整体水平。但是总资产4939亿，总负债3724亿，净资产1214亿，负债率上升到75%，快赶上房地产公司了。</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">人才上比亚迪员工总人数约60万 ，研发人员近7万。硕士7827人，同比增长98%。博士生590人，同比翻了一倍。</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">产品体系包括：面向大众的平价车 （BYD）：王朝网、海洋网</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">豪华品牌（腾势）：主攻BBA市场</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">个性化品牌（潮牌）：主攻个性化、改装、玩车文化</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">超豪华品牌（仰望）：仰望U9/U9目标是2025年营收破万亿。</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">依靠规模效益、品牌向上、财务成本下降等，主营盈利可以继续增加。</span></p><p><span style=\"font-size: 15px;\" class=\"font-size-mark\">第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。考虑到平均售价更低的因素，比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题，这个答卷非常优秀！</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88ba17fb1b60598b67ee45e820874223\" tg-width=\"690\" tg-height=\"974\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0d8df043b28da8dceaaf552f79bcfa\" tg-width=\"690\" tg-height=\"490\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8b53476baac9a3c6aa58fbf1fbab492\" tg-width=\"690\" tg-height=\"660\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cac7d1ec379bf378990bf2b8c458eefa\" tg-width=\"690\" tg-height=\"462\"></p><p>内容整合：微博@<strong>李想</strong> @<strong><span style=\"font-size: 16px;\" class=\"font-size-mark\">张哲学ZX</span></strong></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"01211\" class=\"teditor-mention\" data-mention-name=\"比亚迪股份\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <span style=\"font-size: 14px;\" class=\"font-size-mark\">2022全年营收4240.61亿元，增长96.2%；净利润166.22亿元，同比增长445.86%，净利润率3.75%，全面领先汽车行业整体水平。但是总资产4939亿，总负债3724亿，净资产1214亿，负债率上升到75%，快赶上房地产公司了。</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">人才上比亚迪员工总人数约60万 ，研发人员近7万。硕士7827人，同比增长98%。博士生590人，同比翻了一倍。</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">产品体系包括：面向大众的平价车 （BYD）：王朝网、海洋网</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">豪华品牌（腾势）：主攻BBA市场</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">个性化品牌（潮牌）：主攻个性化、改装、玩车文化</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">超豪华品牌（仰望）：仰望U9/U9目标是2025年营收破万亿。</span></p><p><span style=\"font-size: 14px;\" class=\"font-size-mark\">依靠规模效益、品牌向上、财务成本下降等，主营盈利可以继续增加。</span></p><p><span style=\"font-size: 15px;\" class=\"font-size-mark\">第四季度的汽车毛利率22.8%（经销商体系），假设并入经销商体系的费用，比亚迪第四季度毛利率和特斯拉第四季度25.9%的毛利率（直营体系）不相上下，甚至表现更好。考虑到平均售价更低的因素，比亚迪整车成本管理显著的优于特斯拉。财务是最理性的考试题，这个答卷非常优秀！</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88ba17fb1b60598b67ee45e820874223\" tg-width=\"690\" tg-height=\"974\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0d8df043b28da8dceaaf552f79bcfa\" tg-width=\"690\" tg-height=\"490\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8b53476baac9a3c6aa58fbf1fbab492\" tg-width=\"690\" tg-height=\"660\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cac7d1ec379bf378990bf2b8c458eefa\" tg-width=\"690\" tg-height=\"462\"></p><p>内容整合：微博@<strong>李想</strong> @<strong><span style=\"font-size: 16px;\" class=\"font-size-mark\">张哲学ZX</span></strong></p></body></html>","text":"$比亚迪股份(01211)$ 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