此外，重磅新车型极氪8X也将在今年上半年上市，定位45万级别超级电混高性能旗舰，将与宝马 X5M、奔驰GLE AMG、奥迪RS Q8等BBA主力性能车型展开差异化竞争，被网友评为"2026年最值得期 待的新车"，有望进一步打开高端性能车市场增量空间。目前极氪已进入全球50多个国家和地区，全球 累计销量近67万台。 中国豪华新能源汽车品牌极氪1月交付成绩出炉。受益于9X的持续热销以及焕新001、焕新7X订单快速 增长，带动极氪品牌整体销量攀升，本月交付达23852台，同比劲增99.7%，成为增速最快的豪华新能 源品牌。这在传统汽车销售淡季，行业普遍面临电池、芯片等核心零部件供应挑战的背景下，极氪成绩 亮眼，为高端豪华汽车市场注入强劲信心，同时也为自身回归一个吉利"极氪向上"的总体战略开启了新 的里程碑。 ...

责任编辑：常福强 责任编辑：常福强 新浪科技讯 2月1日下午消息，极氪公布1月交付成绩，受益于9X的热销以及焕新001、焕新7X订单增 长，带动极氪品牌整体销量攀升，本月交付达23852台，同比增长99.7%，成为增速最快的豪华新能源 品牌。 此外，新车型极氪8X也将在今年上半年上市，定位45万级别超级电混高性能旗舰，将与宝马X5M、奔 驰GLE AMG、奥迪RS Q8等BBA主力性能车型展开差异化竞争。目前极氪已进入全球50多个国家和地 区，全球累计销量近67万台。 新浪科技讯 2月1日下午消息，极氪公布1月交付成绩，受益于9X的热销以及焕新001、焕新7X订单增 长，带动极氪品牌整体销量攀升，本月交付达23852台，同比增长99.7%，成为增速最快的豪华新能源 品牌。 此外，新车型极氪8X也将在今年上半年上市，定位45万级别超级电混高性能旗舰，将与宝马X5M、奔 驰GLE AMG、奥迪RS Q8等BBA主力性能车型展开差异化竞争。目前极氪已进入全球50多个国家和地 区，全球累计销量近67万台。 ...

Group 1: Market Overview - The UK is becoming a significant overseas market for Chinese automobiles, with sales projected to reach 196,000 units by 2025, capturing a market share of 9.7%, nearly doubling from 2024 [2] - BYD's sales in the UK are expected to hit 51,000 units in 2025, marking a fivefold increase year-on-year, making the UK its largest single market in Europe [2] - Chinese automakers are projected to sell 811,000 units in the European market in 2025, with the UK accounting for nearly a quarter of this total [2] Group 2: Industry Challenges and Government Response - The UK automotive industry is facing a decline, with total production expected to fall to 765,000 units in 2025, the lowest level since 1952 [2] - The UK government is focusing on integrating more Chinese automakers to revitalize the automotive sector, enhancing digital and electric vehicle development capabilities [3] - The introduction of new EU regulations on electric vehicles poses challenges for Chinese automakers entering the UK market, necessitating local production to avoid tariffs [6] Group 3: Investment and Collaboration - Chinese automakers have been investing in the UK since 2006, with significant investments from companies like Geely, which has invested £500 million in Coventry [8] - Several Chinese brands, including BYD and Chery, are planning to enter the UK market by 2026, with BYD already expanding its presence significantly [9] - Collaboration between Chinese companies and UK institutions is emphasized, with Chery planning to establish local engineering centers and partnerships with universities [11] Group 4: Future Prospects - The UK market is seen as a strategic entry point for Chinese automakers to access the European market, with predictions that their market share could reach 20% within three years [9] - The UK government is increasing subsidies for electric vehicles, with a total of £1.3 billion allocated for EV incentives and charging infrastructure [11] - Despite challenges, the recent visit of the UK Prime Minister to China may open new opportunities for Chinese electric vehicles in the UK market [12]

值得注意的是，据此前报道，近期小米二手车行情出现大幅下滑，三款车型中SU7价格低至15万，SU7 Ultra 跌幅最大，YU7相对跌幅较小。懂车帝数据显示，当前全国均价为41.2万元，二手准新车较原价普 遍下跌超过10万元。部分1万公里左右二手车跌幅更是超过15万元。 据懂车帝等平台数据，2025年12月小米SU7 Ultra销量为45辆。 据蓝鲸新闻报道，此前小米SU7 Ultra销量最高的月份为2025年3月，卖出3101辆。从2025年3月到8月， 小米SU7 Ultra的月销量基本维持在2000至3000辆之间，然而自9月起，销量出现大幅下滑，当月仅售出 488辆。10月销量进一步跌至130辆，11月已不足百辆，直至12月已不足50辆。 小米SU7 Ultra是小米汽车高端化战略下的核心产品，2025年2月27日正式上市，售价52.99万元。 从年度数据看，小米SU7 Ultra累计销量已突破1万辆，完成了雷军此前设定的目标，不过该车型主要销 量在上半年完成，下半年仅售出约3000辆，后期下滑明显。 值得一提的是，SU7 Ultra对标车型为保时捷Taycan、极氪001 FR 、特斯拉Model S ...

小米SU7 Ultra是小米汽车高端化战略下的核心产品，2025年2月27日正式上市，售价52.99万 元。 从年度数据看，小米SU7 Ultra累计销量已突破1万辆，完成了雷军此前设定的目标，不过该车 型主要销量在上半年完成，下半年仅售出约3000辆，后期下滑明显。 值得一提的是，SU7 Ultra对标车型为保时捷Taycan、极氪001 FR、特斯拉Model S 等。横向 比较来看，尽管销量有所下滑，但在细分市场中仍属表现较佳的车型。 据懂车帝等平台数据，2025年12月小米SU7 Ultra销量为45辆。 据蓝鲸新闻报道，此前小米SU7 Ultra销量最高的月份为 2025年 3月，卖出3101辆。从 2025年 3月到8月，小米SU7 Ultra的月销量基本维持在2000至3000辆之间，然而自9月起，销量出现 大幅下滑，当月仅售出488辆。10月销量进一步跌至130辆，11月已不足百辆，直至12月已不 足50辆。 SU7 Ultra销量的下滑，与小米汽车旗下另两款车型的表现形成反差。2025年12月，小米SU7 销量为11123辆，YU7销量更是突破39000辆，连续数月创下销量新高。 值得注意的 ...

Core Viewpoint - The market is concerned about the declining market value of Seres despite its strong performance in sales and revenue, leading to a significant drop in stock price and market capitalization [1][15]. Sales Performance - In 2025, Seres is projected to achieve sales of 472,000 electric vehicles, a year-on-year increase of 10.63%, with the AITO brand accounting for over 420,000 units [3][17]. - The AITO M9 model has sold over 260,000 units, maintaining its position as the top-selling luxury vehicle in China for 20 consecutive months [3][17]. - For the first three quarters of 2025, Seres' revenue surpassed 110 billion yuan, with a net profit of 5.3 billion yuan and a gross margin of 29.37%, all showing year-on-year growth [3][18]. Market Concerns - Despite strong sales figures, the stock price has declined due to concerns over diluted channel advantages as the AITO brand's sales channels are shared with other brands under the HarmonyOS ecosystem [4][19]. - The proportion of AITO sales within the HarmonyOS ecosystem is expected to drop from 87% in 2024 to approximately 71% in 2025 [5][20]. - The initial advantage of Huawei's technology as the primary platform for AITO is diminishing, as new models are now competing for launch opportunities [6][21]. Brand Perception - Seres acquired all 919 trademarks of the AITO brand from Huawei for 2.5 billion yuan, indicating a shift from a supplier relationship to a more integrated strategic partnership [9][23]. - There is a growing recognition among consumers that AITO represents a combination of Seres manufacturing and Huawei technology, leading to a disconnect in brand perception [9][23]. Competitive Landscape - In the luxury vehicle market, AITO M9 captures 70% of the target demographic, but faces increasing competition from brands like Zeekr, Li Auto, and others targeting the same high-income consumer base [8][22]. - The competitive pressure is heightened as these brands are actively targeting consumers who are considering switching from traditional luxury brands [8][22]. Cost Structure Concerns - The gross margin of 29.37% is above the critical threshold of 20%, indicating a healthy financial position [10][24]. - However, the costs associated with Huawei's technology and marketing services are rising, with payments to Huawei for core components reaching 75 billion yuan from 2022 to mid-2025, averaging 136,000 yuan per vehicle [10][25]. - Marketing and service fees have surged from 4.036 billion yuan in 2022 to 18.111 billion yuan in 2024, indicating a heavy reliance on Huawei's brand for maintaining high margins [10][25]. Future Goals - Seres aims to produce its one-millionth vehicle by January 2026, with a target of achieving 550,000 to 600,000 units in 2026 [11][26]. - The company plans to expand its international presence, with 20% of its Hong Kong IPO proceeds allocated for overseas sales and charging network development [12][26]. - Increased investment in R&D, amounting to approximately 5.06 billion yuan in the first three quarters of 2025, is aimed at building a robust manufacturing foundation for future growth [13][26]. Strategic Challenges - As the Huawei brand's influence wanes, Seres must establish a sustainable competitive advantage in technology, distribution, and brand recognition to avoid being overshadowed by competitors [14][27].

中新网北京1月30日电 (陈昊星)想买到一款国产高配的新能源车型，除了要花费高昂的购车成本，往往 还需要经历一个较为漫长的等车周期。 新能源高配车交付周期偏长现象并非个例。小米汽车App显示，目前高配版YU7 Max车型的交付周期为 28—31周；蔚来App也显示，其旗舰车型ES8的交付周期在11—12周左右。 目前，消费者普遍反映交付周期偏长的问题，主要集中在高配车型。以极氪9X为例，其低配版本和中 配版本在极氪App上显示的交付周期约为2—6周，而高配和顶配版本的交付周期则长达19—22周，两者 交付时间相差约15周。 受访专家认为，高配车型交不到车的原因一部分与当前有三类汽车零部件存在供应压力有关。汽车研发 工程师杨悦卿在接受中新网采访时表示，高配车型相较中低配车型更难交付，主要原因在于其功能配置 更多，需要更多的控制模块，系统交互和控制逻辑也更加复杂。 第二个原因在于电池价格上涨及供应趋紧。自2025年6月以来，电池级碳酸锂价格持续走高。在此背景 下，电池上游原材料成本压力逐步向中下游传导，不仅显著推高了动力电池的采购成本，也在一定程度 上影响了整车企业的产能释放和交付节奏，尤其对搭载大容量电池包的高 ...

Group 1 - The Chinese automotive market is entering a competitive phase in 2026, with major automakers launching new products focused on electrification and intelligence across various segments [1] - New products will cater to diverse consumer needs, including sedans and SUVs, as domestic brands, joint ventures, and new forces compete [1] Group 2 - The all-new Chery QQ3, an electric city car, will be launched in February, featuring AI models and the Falcon 500 driver assistance system [2][4] - The new Kia Sportage will be released on February 7, with updated design and upgraded 2.0T engine, enhancing its appearance and performance [5][7] - The Zeekr 8X, a high-performance flagship SUV, is expected to launch in Q1, offering two battery capacities and a powerful hybrid system [8][10] - The Buick Envista E7, a new mid-size SUV, will debut in Q1, featuring advanced driver assistance and hybrid technology [11][13] - The GAC Toyota BZ7, a large electric sedan, is set to launch in March, equipped with Huawei's DriveOne electric drive system and a minimalist interior design [14][16] - The Chery Fengyun T9L, a large five-seat SUV, will be released after the Spring Festival, featuring advanced driving assistance and a powerful hybrid system [17][19] - The Chery iCAR V27, a smart hard-core SUV, will showcase a classic design with modern technology and a long-range hybrid system [20][22]

车身侧面是简约的流线型，腰线微微隆起，勾勒力量感。该车配备常规式车门把手，搭配亮黑色轮圈和红色刹车卡钳，进一步提升运动感。 车尾外延的后扰流板强调了运动定位。尾灯采用上下分层设计，上层为贯穿式，下层为非贯穿式，之间由断点衔接，整体与头灯相互呼应，十分具有辨 识度。 1月5日，极氪发布浩瀚超级电混架构第二台旗舰SUV的最新谍照，定名极氪8X。 动力方面，预计主打高性能和高效补能，兼顾性能与续航表现。 新车在延续家族风格的基础上，融入诸多运动与科技元素。前脸预计采用直瀑式中网搭配矩阵式灯组，灯组呈微微上扬的态势，显得更加运动。 ...

Core Insights - The 2025 Automotive Resale Value Report reveals the competitive landscape and changing consumer demands in the Chinese automotive market, highlighting the performance of various brands and models in terms of resale value [1][3]. Group 1: Overall Resale Value Rankings - Porsche leads the three-year resale value rankings with 67.34%, followed by Lexus at 60.22%, making them the only brands exceeding 60% [3][4]. - GAC Trumpchi ranks first among domestic brands with a three-year resale value of 56.82%, outperforming renowned Japanese brands like Honda and Toyota [3][4]. - Tesla is the only electric vehicle manufacturer with a three-year resale value exceeding 50%, while Li Auto is the only domestic new energy brand in the top 10 [4][6]. Group 2: Specific Model Performance - The Mercedes-Benz G-Class has the highest three-year resale value at 89.5%, while the Xiaomi SU7 leads the new energy vehicle category with an impressive one-year resale value of 86.05% [5][6]. - The AITO M9, a plug-in hybrid, ranks first in its category with a one-year resale value of 83.14%, surpassing the Porsche Cayenne [10][11]. Group 3: Market Trends and Consumer Behavior - Traditional joint venture brands maintain strong resale value, with models like the Toyota Highlander and Honda Fit retaining over 65% after three years, indicating their long-term stability in the second-hand market [12]. - In contrast, some luxury brands are experiencing a decline in resale value, with models like the Land Rover Range Rover Evoque and Volvo S60 dropping to around 40% [12]. - The second-hand market is seeing a shift towards higher-value models, with younger consumers prioritizing vehicle condition and overall value over low prices [18][19].