车fans·2025-11-18 00:30Core Viewpoint - The article discusses the brands expected to experience the fastest sales growth in the coming year, focusing on year-on-year comparisons rather than overall sales volume [2]. Group 1: Brand Performance Predictions - BYD is highlighted for its impressive overseas market expansion and the successful launch of its popular model, the Titanium 7, with new technologies expected to enhance market performance next year [4]. - Geely is noted for its stable performance in the fuel vehicle market and successful low-price strategies, particularly with the Galaxy model, which has become a bestseller [4]. - Xiaomi's automotive division is recognized for its strong sales in October and a robust order pool, with expectations for increased sales driven by capacity improvements and new model releases [5]. Group 2: Growth Rate Estimates - Xiaomi is projected to have a significant growth rate, with Goldman Sachs predicting sales of 655,000 units by 2026, representing an approximate growth rate of 87% from a 2025 estimate of 350,000 units [6]. - Other brands like NIO and Li Auto are also expected to rebound quickly, with predictions of substantial growth based on low initial sales bases [8]. - The article mentions that new entrants like Leap Motor could see explosive growth, with estimates suggesting a potential increase of over 2000% in sales [10]. Group 3: Market Dynamics - The article emphasizes that the competitive landscape is shifting, with brands like Xiaomi and Geely employing various strategies to capture market share from established players like BYD [7]. - The rise of A0-level electric vehicles is noted as a significant trend, indicating a complete replacement of fuel vehicles in certain segments [10]. - The importance of product definition and marketing capabilities is highlighted, particularly for Xiaomi, which is expected to leverage its strong brand presence to drive sales growth [10].