If you enjoyed this analysis, consider subscribing to Green Growth Giants . With its focus on a high performing and dynamic nuclear energy portfolio, the service regularly updates subscribers on key stock related developments and also on the sector, among a number of other updates.On the face of it, 2025 wasn't a bad year for the Chinese EV manufacturer and brand NIO ( NIO ). After all, it saw a 17% price uptick. But seen in the context of the sector, the performanceLong Term Tips focuses on the generationa ...

"蔚来还活着，活着就有机会"。 1月6日，被屡次质疑"还能够活多久"后，蔚来正式迎来了第100万辆量产车的交付，正式加入车企百万 俱乐部。 蔚来董事长李斌在现场发出了上述感慨。 而在造车新势力的阵营中，这一刻或许比此前任何一家车企的百万庆典都更具分量。 不同于增程模式的"曲线救国"，也不同于内卷的以价换量，蔚来是用"高端纯电+换电模式"这一hard模 式跑通了商业闭环。李斌坦言，"自从做了蔚来，感觉进入到了一个无尽的游戏，泥泞路上的马拉松， 确实很辛苦"。好在蔚来在行业一轮轮洗牌中，依旧跟上了大部队。 正如蔚来联合创始人秦力洪所言，汽车行业的100万辆，对一个公司的成长来说是一个重要的里程碑， 也是一个是否能够长期存活的重要观察指标，意味着蔚来真正进入决赛圈。对于经历过"命悬一线"的蔚 来而言，这也是对"长期主义"的奖励。 过去几年，蔚来曾无数次被舆论问及"还能活多久"，而站在百万辆的节点回望，蔚来之所以能活下来并 迎来增长，核心在于做对了两件极难的事：敢于在底层技术上进行"死磕式"投入，以及在基建服务上坚 持"笨功夫"。 李斌透露，蔚来累计在研发上投入了超过650亿人民币，这种投入深入到了最底层的硬骨头。甚 ...

来源|凤凰网财经《公司研究院》 曾几何时，中国汽车市场尤其新能源车型的高歌猛进，让不少制造商在制定年度目标时动辄以倍数设定增长标杆，仿佛上涨曲线永远陡峭，市场容量 永无边界。 当野蛮生长逐渐成为过去式，更多车企在 2026回归冷静。 新能源汽车购置税减半政策的实施及 "两新"补贴政策的调整延续，为国内汽车市场带来了新的变量。在此背景下，销量基数较高的传统车企普遍定下 更为谨慎的增长目标，而过去凭借本能冲动扩张的造车新势力尽管对市场依旧保持乐观，但"冲击X倍增长"的豪言壮语已然消散。 去年中旬整合东风奕派、东风风神和东风纳米三大品牌成立的奕派科技，将是新年东风发力的重点。面向 2026年，奕派科技计划推出6款全新车型。 奇瑞 则 宣布 2026年集团目标320万辆，较2025年增长14.03%。 刚刚过去的一年， 在销量、出口、新能源 领域 ，奇瑞均创历史新高 。此前集团 还表示， 2026年力争全年销量增长率再超行业增速10至20个百分点。 长城汽车 2025年累计销量为132.4万辆，新能源累计销售40.4万辆。若按2021年长城汽车董事长魏建军定下的2025年销量目标400万辆计算， 2025年仅完成目标 ...

Core Insights - The article highlights the contrasting fates of new energy vehicle manufacturers in China, with Leap Motor achieving significant sales success while Neta Auto faces bankruptcy [2] - The landscape of new car manufacturers has drastically changed since 2015, with only a few remaining competitive players in the market [2] Group 1: Leap Motor's Success - Leap Motor is projected to sell nearly 600,000 vehicles in 2025, marking a 103% year-on-year increase and securing the title of sales champion among new car manufacturers [3] - The company shifted its strategy to target the mainstream market, launching models like the T03 and C11, which contributed to its sales growth [3] - Leap Motor has formed strategic partnerships with Stellantis and FAW, enhancing its brand credibility and accelerating its international expansion [3] Group 2: Hongmeng Zhixing's Rise - Hongmeng Zhixing, formerly Huawei Smart Selection, has seen rapid growth, with total deliveries reaching 589,000 units in 2025, a 32% increase from the previous year [4][5] - The AITO Wenjie brand, particularly the Wenjie M7, has been a significant contributor to this growth, with 420,000 units delivered in 2025, accounting for 71% of total sales [5] Group 3: Xiaomi's Entry - Xiaomi, entering the automotive sector later than its competitors, achieved sales of 412,000 vehicles in 2025, surpassing its target and ranking fifth among new energy vehicle manufacturers [5] - Despite its success, Xiaomi has faced challenges, including negative publicity related to safety incidents and design issues [5] Group 4: The Decline of "Wei Xiao Li" - The trio of "Wei Xiao Li" (NIO, Li Auto, and Xpeng) has experienced a divergence in performance, with NIO's sales declining to 326,000 units in 2025, despite a 47% year-on-year increase [6][7] - Xpeng led the trio with sales of 429,000 units, a 126% increase, while Li Auto's sales fell by 19.6% to 405,900 units, marking a significant drop from its previous leadership position [7][8] Group 5: Industry Challenges and Failures - The article discusses the decline of many new energy vehicle manufacturers, categorizing them into three groups: those that failed before mass production, those that made strategic errors, and those that faced funding issues [9][10] - Notable failures include companies like LeEco and Byton, which struggled with financial sustainability and market competition [10] Group 6: Future Outlook - The article suggests that the next decade will be more challenging for remaining players, emphasizing the need for operational efficiency and cost control to survive in a competitive environment [10][11] - New entrants continue to emerge, indicating ongoing interest in the automotive sector despite the challenges faced by existing manufacturers [11]

| 企业名称 | 2026年目标 | 2025年目标 | 2025年销量 | 2025年完成率 | | --- | --- | --- | --- | --- | | 吉利汽车 | 345万 | 300万 | 302. 46万 | 100. 80% | | 长安汽车 | 330万 | 300万 | 291.3万 | 97. 10% | | 东风集团 | 325万 | 未明确披露 | 约250万 | | | 奇瑞集团 | 320万 | 326万 | 280.64万 | 86. 10% | | 长城汽车 | ≥180万 | 400万 (原) | 132.37万 | 33.10% | | 零跑汽车 | 100万 | 50万 | 59.7万 | 119. 30% | | 小米汽车 | 55万 | 35万 | 超41万 | 114. 30% | | 蔚来汽车 | 45.6-48.9万 | 44万 | 32.6万 | 74. 10% | | 比亚迪 | 未明确披露 | 460万 | 460.24万 | 100. 10% | | 小鹏汽车 | 未明确披露 | 38万 | 42.94万 | 113.00% | 资料来源：企业 ...

Group 1 - The core viewpoint is that Chinese automaker NIO is set to enter the Australian and New Zealand markets this year as part of its overseas expansion strategy amid increasing competition in China's auto market [1] Group 2 - NIO's move into Australia and New Zealand reflects its efforts to diversify and grow its market presence internationally [1] - The expansion comes at a time when competition within the Chinese auto market is intensifying, indicating a strategic response to domestic market pressures [1]

Core Insights - NIO achieved a significant milestone with the production of its one millionth vehicle on January 6, 2026, marking a return to rapid growth and setting new sales records for December 2025 and the entire year [1][2] - CEO Li Bin emphasized the need for continuous effort and strategic focus in his internal communication, highlighting the importance of building a solid foundation for long-term development [1][10] Sales Performance - In December 2025, NIO delivered 48,135 vehicles, a year-on-year increase of 54.6%, and for the fourth quarter, total deliveries reached 124,807, up 71.7% year-on-year [1] - The total vehicle deliveries for 2025 amounted to 326,028, reflecting a 46.9% year-on-year growth, all of which are historical highs for the company [1] Growth Strategy - NIO is entering a third growth phase, aiming for annual growth rates of 40-50% while focusing on maintaining stable and rapid growth [2] - The company plans to expand into lower-tier markets by opening integrated stores for its three brands: NIO, Lado, and Firefly [7] Product Development and Market Position - The new ES8 model achieved a record monthly delivery of 22,256 units, setting a new benchmark for vehicles priced above 400,000 yuan [6] - The multi-brand strategy is proving effective, with the Firefly model also surpassing 7,000 units in monthly sales, indicating a successful synergy among NIO's brands [6] Technological Advancements - NIO's investments in technology and infrastructure are beginning to yield results, with the launch of self-developed platforms and chips enhancing product competitiveness and reducing costs [6][12] - The company has established nearly 3,700 battery swap stations nationwide, significantly alleviating range anxiety for electric vehicle users [7] Organizational Efficiency - Li Bin noted that organizational changes have strengthened operational efficiency and cost control, which are crucial for competing in the market [9][10] - The implementation of the CBU (Core Business Unit) mechanism has led to a more focused approach on core operations, enhancing execution capabilities [9][10] Market Outlook - Li Bin predicts that by 2030, the penetration rate of new energy vehicles will exceed 90%, with pure electric vehicles accounting for over 80% of the market [11][16] - The market is shifting favorably for NIO, as pure electric vehicles are becoming the dominant choice, with significant growth in the large SUV segment [18]

2026年1月6日，蔚来公司第100万台量产车下线，达成新的里程碑。早些时候，蔚来公布了2025年 12月及全年销量，两项数据均创历史新高。 然而，就在这个公司重回高速增长，百万台里程碑时刻即将到来之时，1月1日，蔚来创始人、董事 长、CEO李斌却发布了一封充满危机感的内部全员信。他在这封题为《日拱一卒，久久为功》的信 中表示："我们没有片刻放松的资格。2026年，我们要继续结硬寨，打呆仗，为当下和更长周期的发 展夯实底盘，积蓄力量。" 经过年初的调整，和下半年的爬坡，蔚来公司在年底交出了一份创纪录的答卷。2 0 2 5年1 2 月，蔚来公司交付新车4 8 , 1 3 5台，位列新势力第三，同比增长5 4 . 6%；2 0 2 5年第四季度， 蔚 来 公 司 交 付 新 车 1 2 4 , 8 0 7 台 ， 同 比 增 长 7 1 . 7%；2 0 2 5 年 全 年 ， 蔚 来 公 司 共 交 付 新 车 3 2 6 , 0 2 8台，同比增长4 6 . 9%，三个数字均创历史新高。 1月6日，蔚来公司第1 0 0万台量产车下线，蔚来跻身"百万台俱乐部"。 这些成绩意味着，蔚来彻底走出了2 0 2 5年初 ...

Core Viewpoint - The newly launched NIO ES8 has gained significant popularity due to its competitive pricing and enhanced features compared to the previous generation, leading to a stable order volume despite a waiting period of 4-5 months for delivery [2][3]. Sales Performance - The new ES8 is approximately 100,000 yuan cheaper than its predecessor, which has contributed to its strong market performance [2]. - The best-selling configuration is the six-seat Executive Luxury version priced at 406,800 yuan, followed by the six-seat Executive Signature version at 446,800 yuan [3]. Customer Demographics - The primary buyers of the ES8 are business owners, including those in construction, logistics, and high-level executives, predominantly aged between 40-55 years [5]. - A notable customer profile includes individuals from humble backgrounds who aspire to own luxury vehicles, viewing NIO as a prestigious brand comparable to traditional luxury brands [7][9]. Consumer Preferences - Customers are attracted to the NIO brand for its luxury image and strong business attributes, as well as the mature technology of the third-generation ES8, which offers battery swapping options [11]. - The most frequently compared model is the AITO M9, with buyers often swayed by Huawei's brand reputation and the M9's advanced driving assistance features [12][13]. Purchase Options - The most common financing option is a 5-year plan with 2 years of zero interest, along with a Battery-as-a-Service (BaaS) rental scheme [15]. - For the six-seat Executive Luxury version under the BaaS plan, the monthly battery rental is 1,128 yuan, with the vehicle price set at 298,800 yuan [15]. Customer Feedback - Current customer complaints include the inadequacy of the advanced driving assistance system and the limited availability of battery swap stations in rural areas [21]. - Maintenance costs for the ES8 are relatively low, with the first service free and subsequent services costing between 600-800 yuan [20]. Recent Customer Rights - Recent customer rights include a newly announced trade-in policy for old vehicles [29].

1.多家车企公布2026销量目标！吉利汽车今年要卖345万辆 2.雷军回应被指"营销大师"： 被竞争对手利用了， 听到营销两个字 很恶心 3.长安汽车辟谣取消年终奖，或发4.3月薪+3000！网友：我自己成小丑了 6. 车主买极狐汽车，4S店承诺送黄金！车到了，黄金却没到 7.特斯拉遭遇滑铁卢：2025 欧洲销量大跌 28%，主要市场几乎全军覆没 8.苹果创始人乔布斯的遗物被拍卖：Apple I 原型机 5 万美元起拍，高中领结等私人物品现身 4.realme回归OPPO，李炳忠将负责全部子品牌业务 5. 宜家中国宣布关闭7家商场 今日头条 HEADLINE NEWS 要闻提示 NEWS REMIND 东风集团设定了2026年汽车总销量325万辆的目标，目标增长率或超过30%。其中新能源汽车170万辆， 增长63%；出口60万辆，目标相对其他传统车企较为激进。奇瑞集团2026年集团目标320万辆，较2025 年增长14%；旗下奇瑞汽车五大品牌，将实现300万辆销量目标，同比增长14%。已连续多年未达成年度 目标的长城汽车，下调了2026年员工持股计划业绩考核目标，将原计划中2026年的汽车销量考核目标从 不低 ...