比亚迪2023年年度报告

Company Profile ˢ ԭ ٰࠔ΅ Ϟࠢ ʮ̡€˜ˢ ԭ ࠔ™א˜͉ ʮ̡ ™d ஹ Ν其 ڝ᙮ ʮ̡୕ ၈˜͉ ණྠ ™א˜ණྠ ™iٰ ΅ ˾ ໮ jHٰj 01211€港࿆ ᓞ台i 81211€ɛ͏࿆ ᓞ台iAٰj002594˴ࠅ੽ԫ˸อঐ๕汽車މ˴ٙ汽車ุਕ、手機部件及組裝ุਕd二ϣ̂ཥཥϫ及ΈͿุਕdΝࣛл͜ІԒٙҦஔᎴැጐ฽۬࢝ן̹ ࠐ༸ʹஷุਕჯਹf BYD Company Limited (“BYD” or the “Company” together with itssubsidiaries, “the Group”; stock code: H shares: 01211 (HKD counter);81211 (RMB counter); A shares: 002594) is principally engaged inautomobile business which mainly includes new energy vehicles,handset components and assembly services, rechargeable batteries andphotovoltaics business. Meanwhile, with its technological advantage, theGroup actively develops urban rail transportation business segment. ЪމΌଢอঐ๕汽車Бุ΋Б٫ձჯኬ٫dණྠኯᔟίਗɢཥϫ、ཥ機、ཥછഃჯਹٙඪێҦஔጐଢ଼dஷཀҦஔٙܵ ᚃ௴อd͂ி̈ڗಂ、̙ܵ ᚃٙࣨ ːᘩنᎴැdఢ֛ə͉ණྠ׵Όଢอঐ๕汽車Бุٙ ჯኬ地Зd̋஺પਗΌଢ汽車產ุᔷۨʺॴආ೻f͉ As a pioneer and leader in the global new energy vehicle industry, relyingon its strong technological accumulation in the fields of power batteries,motors and electronic control, and through continuous technologicalinnovation, the Group has developed its long-term and sustainable corecompetitive advantages which established the leading position of theGroup in the global new energy vehicle industry and accelerated thetransformation and upgrade of the global automobile industry. ණྠމΌଢჯ΋ٙ二ϣ̂ཥཥϫႡிਠʘɓfऊ൬ᗳཥϫჯਹd͉ණྠ͛ 產ٙ቞ᕎɿཥϫᄿعᏐ͜׵΢ᗳऊ൬ᗳཥɿ產品及อۨ ౽ঐ產品ჯਹd˴܄ࠅ˒包括三、݋Dell、ᑌซഃऊ൬ᗳཥɿ產品ჯኬᅀਠfਗɢཥϫჯਹd͉ණྠක೯ə৷ܓτΌٙᐟა᚛቞ཥϫ–˜ɠ˪ཥϫ™dһλ༆Ӕ̹ ఙτΌ೨ᓃd̋ ஺ᐟა᚛቞ཥϫࠠΫਗɢཥϫ˴ݴᒄ༸fᎷঐཥϫჯਹd͉ණྠίཥၣᎷঐ、ʈਠุᎷঐ、ࢬ࢕ᎷঐഃᏐ͜ჯਹ೯ɢd܄މ˒౤Զһ̋૶ᆎ̙ܵᚃٙᎷঐ༆Ӕ˙ࣩf BYD is one of the leading rechargeable battery manufacturers in theworld. As to the field of consumer batteries, the Group’s li-ion batteriesare widely used in various consumer electronics products and newintelligent products. Major clients include leading consumer electronicsmanufacturers such as Samsung, Dell and Lenovo. As to the field of powerbatteries, the Group has developed “Blade Batteries”, the highly safe LFPbatteries, to better meet the urgent demand of safety in the market, andto speed up the pace of LFP batteries returning to the mainstream marketof power batteries. As to the field of energy storage batteries, the Groupfocuses on applications such as power grid energy storage, industrialand commercial energy storage and household energy storage to providecleaner and more sustainable energy storage solutions to customers. ΈͿุਕЪމ͉ණྠί૶ᆎঐ๕ჯਹٙࠠ ࠅб҅ʘɓdኹϞٞ˪、ཥϫ˪、ΈͿ組件、ΈͿӻ୕Ꮠ͜ഃΌ產ุᗡб҅d͂ஷঐ๕੽іϗ、πᎷՑᏐٙ͜ ΢ࡈᐑືf͉ණྠਗ਼ጐ฽б҅อҦஔdપਗ產品ʔᓙʺॴf As an important move of the Group in the field of clean energy, thephotovoltaics business has a complete industrial chain layout coveringsilicon wafer, solar cells, photovoltaic modules and photovoltaic systemapplication, etc. It connects all processes from energy collection, storageto application. The Group will proactively develop new technologies topromote the continuous upgrade of its products. ЪމΌଢჯ΋ٙ ৷߅Ҧ௴อ產品౤ԶਠdԱৄ ཥɿڦࢹҦஔ、ɛʈ౽ঐҦஔ、5GձيᑌၣҦஔ、ᆠ၍ଣҦஔ、อҿࣘҦஔ、ၚ੗ᅼՈҦஔձᅰοʷႡிҦஔഃࣨːᎴැdމΌଢ܄˒౤Զɓ१ό產品༆Ӕ˙ࣩf產品଄ႊ౽ঐ手機、̻ؐ ཥ໘、౽ঐ֢࢕ 、༷ Ꮥ೷件、ೌ ɛ機、AIਕኜ、3D͂Ι機、يᑌၣ、機ኜɛ、ஷڦண௪、ᔼᐕ਄ੰண௪ഃεʩʷ̹ٙ ఙჯਹdʮ̡ٙ ৷ٜۧܓ዆ΥঐɢԴ੻ʮ̡̙ ˸܄މ˒౤ԶΌٙࠦ ਕdһҞձһϞࣖଟ地ΫᏐ̹ఙʔᓙᜊʷٙცӋf̹۬ The Group is a global leading provider of high-tech and innovativeproducts, providing customers around the world with one-stop productsolutions relying on its core advantages in electronic information, AI, 5Gand Internet of Things, thermal management, new materials, precisionmolds and digital manufacturing technologies. The Group engages indiversified market segments, such as smart phones, tablet computers,smart home devices, game hardware, drones, AI servers, 3D printers,Internet of Things, robots, communication equipment and medical andhealth equipment. The competence of the Company in highly verticalintegration enhances its ability to provide customers with a full range ofservices, and quickly and efficiently respond to changing demands. ࠐ༸ʹஷุਕ͉݊ ණྠ͊ Ը೯ٙ࢝ ኷ଫ˙Σʘɓfኯᔟίอঐ๕ุ ਕჯਹุ ʊܔͭٙ Ҧஔձϓ͉ Ꮄැdණྠϓ̌޼೯̈৷ࣖଟ、Эϓ͉ٙ 中༶ඎ™ࠐථ˜ձЭ༶ඎ˜ථˋ™產品dৣΥอঐ๕汽車ྼତ࿁̹۬ ʮ΍ʹஷٙͭ᜗ʷᔧႊdίᏍп̹۬ ༆Ӕʹஷኹੁձ٤ंϮٙݑΝࣛdྼତණྠٙڗჃ及̙ܵᚃ೯࢝f Urban rail transportation business is an important area for the Group’sfuture development. With its technology and cost advantages in the areaof new energy, the Group has successfully developed medium-capacity“SkyRail” and low-capacity “SkyShuttle” with high efficiency and low cost,which, together with new energy vehicles, achieves the three-dimensionalcoverage of urban public transportation, and drives the long-term andsustainable development of the Group while addressing urban traffic jamand reducing air pollution. Contents 2Financial Highlightsࠅৌਕ࿜8Corporate Informationʮ̡༟ࣘ10Chairman’s Statement˴ࢩజѓࣣ20Management Discussion and Analysis၍ଣᄴীሞၾʱؓ55Directors, Supervisors and Senior Management໨ԫ、္ԫ及৷ॴ၍ଣᄴ67Corporate Governance ReportΆุ၍طజѓ88Report of the Directors໨ԫึజѓ103Report of the Supervisory Committee္ԫึజѓ105Audit Reportజѓࠇᄲ115Consolidated Balance SheetΥԻ༟產ࠋවڌ118Consolidated Income StatementΥԻлᆗڌ120Consolidated Statement of Changes in Owners’ EquityΥԻٰ؇ᛆूᜊਗڌ122Consolidated Cash Flow StatementڌඎݴږΥԻତ125Company Balance Sheetʮ̡༟產ࠋවڌ127Compa