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蔚来10月销量预测
数说新能源·2025-10-22 07:02

Group 1 - The core viewpoint emphasizes the balance between performance and cost in battery cell procurement for automotive manufacturers [3] - Total sales forecast is approximately 42,000 units, driven by the launch of the new ES8 and the LeDao L90 flagship models [3] - Weekly delivery trends are stable, exceeding 10,000 units, with a target of reaching 12,000 units per week [3] - The production capacity goal is to achieve a monthly sales target of 50,000 units by the fourth quarter [3] Group 2 - BYD is expanding its presence in Southeast Asia, indicating a strategic move to tap into new markets [6] - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector [6]