【汽车】2月小鹏继续领跑，特斯拉FSD正式入华智能战或升级——特斯拉与新势力2月销量跟踪报告（倪昱婧）

Core Viewpoint - The article discusses the performance and trends of various electric vehicle (EV) manufacturers in China, highlighting delivery figures, new model launches, and the impact of technological advancements on the industry. Group 1: Delivery Performance - Xiaopeng delivered 30,453 vehicles in February, a year-on-year increase of 570.0% and a month-on-month increase of 0.3%, with significant contributions from the MONA M03 and P7 models [2] - Li Auto's delivery reached 26,263 vehicles, showing a year-on-year increase of 29.7% but a month-on-month decrease of 12.2% [2] - NIO delivered 13,192 vehicles, marking a year-on-year increase of 62.2% but a month-on-month decrease of 4.8%, with the L60 model experiencing a significant drop in deliveries [2] Group 2: New Model Launches and Promotions - Tesla's domestic Model 3 delivery cycle remains at 1-3 weeks, while the new Model Y has a delivery cycle of 2-10 weeks, with various financing promotions extended [4] - Li Auto has reduced delivery cycles for several models and introduced promotional offers, including a significant reduction in final payment for L series models [4] - NIO's delivery cycles vary by model, with the ET9 having a longer cycle of 11-12 weeks, while other models have shorter cycles [4] - Xiaopeng has also adjusted delivery cycles for its models, with the G6 model set to launch in March [4] - Xiaomi's delivery exceeded 20,000 units in February, with the SU7 Ultra model recently launched [4] Group 3: Technological Advancements - Tesla's Full Self-Driving (FSD) features are being introduced in China, focusing on specific urban scenarios, which may accelerate the technological upgrades among domestic automakers [3] - Li Auto announced that all models will receive an upgraded intelligent driving version in May, enhancing their technological capabilities [5] - The article suggests that the trend towards intelligent driving technology is expected to continue, with a recommendation for companies that demonstrate strong cost control and the ability to deliver on intelligent driving features [6]