新能源汽车市场：订单环比下滑

Group 1 - The order volume has shown a month-on-month decline since mid to late October, primarily due to the exhaustion of national subsidy quotas and consumers entering a "wait-and-see" mode [1] - Despite several automakers announcing that they would bear additional purchase tax for certain models if consumer orders cannot be delivered by 2025, the positive impact of this measure appears limited as consumers still seem to be waiting for national subsidies [1] - The new car launch phase in the market has concluded, and no further demand catalysts are expected for the remainder of 2025 [1] Group 2 - Weekly order figures for various brands indicate that BYD's weekly orders fell below 70,000 units, while Geely's Galaxy brand had weekly orders below 30,000 units [2] - Leap Motor reported weekly orders exceeding 10,000 units, driven mainly by the launch of the Lafa 5 model; however, excluding this new model, weekly orders also showed a month-on-month decline [2]