Group 1 - Xiaopeng's delivery volume reached a new high in August, with a year-on-year increase of 168.7% and a month-on-month increase of 2.7%, totaling 37,709 units [4] - NIO's delivery volume exceeded 30,000 units in a single month, with a year-on-year increase of 55.2% and a month-on-month increase of 49.0%, totaling 31,305 units [4] - Li Auto's delivery volume decreased by 40.7% year-on-year and 7.2% month-on-month, totaling 28,529 units [4] Group 2 - Tesla Model YL was officially launched on August 19, with a starting price of 339,000 yuan and accumulated orders reaching 120,000 units by September 3 [5] - The new NIO ES8 began pre-sales on August 21, with a price range of 416,800 to 456,800 yuan, compared to the old ES8 price of 498,000 to 578,000 yuan [5] - The Huawei ADS4.0 equipped H5 started pre-sales on August 25, with a pre-sale price of 169,800 yuan, and saw over 50,000 small orders within 18 hours [5] Group 3 - Tesla's delivery cycles for the domestic Model 3 and Model Y remain stable, with financial policies including 5 years of zero interest and insurance subsidies available until September 30 [6] - Li Auto's delivery cycles for models L6 and L9 remain at 1-3 weeks and 4-6 weeks respectively, with the L7 and L8 cycles shortened to 2-4 weeks [6] - NIO's delivery cycles for various models are stable, with slight adjustments in delivery times for certain models [6] Group 4 - Xiaomi's delivery volume exceeded 30,000 units in August, with extended delivery cycles for certain models [7] - Huawei's Hongmeng Smart Travel saw a year-on-year increase of 32.3% in delivery volume, totaling 45,000 units, despite a month-on-month decrease of 6.6% [7]
【汽车】小鹏月销量再创新高，蔚来单月销量突破3万辆——特斯拉与新势力8月销量跟踪报告（倪昱婧/邢萍）
光大证券研究·2025-09-09 23:08