【导读】极氪8X部分信息提前出现，极氪称重视产品发布秩序与信息公平 2月3日，极氪发布官方声明称，近期，部分关于极氪8X的内容提前出现，打乱了既定的信息发布节奏。 极氪是吉利汽车旗下高端智能电动汽车品牌，而极氪8X是极氪计划在2026年上半年发布的最重要全新车型。 来源：极氪官方微博 重申重视产品发布秩序与信息公平 部分关于极氪8X的内容提前出现，主要是宣发环节失控所致。极氪在声明中表示，希望借此机会，重申对产品发布秩序与信息公平的重视。 公开信息显示，近期有非授权渠道流出极氪8X的多项产品细节，与此前工业和信息化部官网披露的极氪8X信息吻合。 "极氪8X宣发的每一个重要节点，都是基于车辆真实状态，向市场与用户同步信息的过程。"极氪发布声明称，期待与所有合作伙伴共同维护这一基础共 识。 回顾来看，极氪在1月5日发布极氪8X的首条实车视频，并且喊出"2026年最值得期待的车"的口号；1月7日，极氪8X首组预告图发布；1月10日，极氪8X 在工业和信息化部申报的信息公开。 对于极氪8X与极氪9X的差异，极氪方面曾表示，极氪8X在车身线条、细节雕琢及尾部造型上与极氪9X风格迥异，运动属性更突出。 极氪8X进入量产前 ...

Group 1: Market Trends - The Chinese automotive industry is experiencing a seasonal overall decline, with major automotive groups like BYD and Chery reporting a year-on-year sales drop of 30% and nearly 11% respectively in January [1] - New energy vehicle sales from companies like XPeng and Li Auto also saw significant declines, with year-on-year decreases of 34% and 7.5% respectively [1] - Despite some companies achieving year-on-year growth, the growth rates have significantly narrowed, with declines of 30%-60% observed in month-on-month comparisons [1] Group 2: Luxury Vehicle Demand - The luxury vehicle segment is witnessing a "golden age," with NIO's ES8 model showing a remarkable year-on-year delivery increase of 96.1% in January, contributing to nearly 64.9% of NIO's total deliveries [3] - The demand for high-priced models is driven by new national subsidy policies favoring vehicles priced above 16.67 million yuan, which incentivizes consumers to opt for higher-end models [4] - The trend is reflected across various brands, with BYD's high-end models like the Fangchengbao experiencing a 247% increase in sales, while GAC's premium brand Aion also saw a 171.63% growth [6] Group 3: Supply Chain Challenges - The automotive industry is facing rising costs for key components and electronic parts, with memory chip prices expected to significantly impact profit margins [12] - The price of essential raw materials such as copper, aluminum, and lithium carbonate has also surged, potentially leading to increased vehicle prices or reduced profit margins for manufacturers [14] - Companies are aware that the rising costs may not be fully absorbed by the supply chain, leading to potential price hikes or margin compression if sales volumes do not stabilize [14] Group 4: Future Product Plans - Several automotive companies have announced new product plans for their 8-series and 9-series models in 2026, indicating a continued focus on high-end offerings [10] - NIO plans to launch the ES9, while other brands like Zeekr and Xiaomi are also preparing to introduce new high-end models [10] - The introduction of L3-level assisted driving technology and changes in subsidy policies are expected to further benefit high-end vehicle market penetration [14]

扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【保时捷中国总裁及CEO潘励驰：保时捷的"过冬"手册，收缩、重仓与不妥协】2025年，保时捷 全球交付27.94万辆新车，同比下滑10%，创下自2009年以来的最大年度跌幅。而在中国市场的销 量滑坡更为惊人，2025全年仅售出4.19万辆，同比下滑26%，几乎跌回十年前水平。 "这样的结果 在我们的预期之内。"保时捷中国总裁及CEO潘励驰（Alexander Pollich）在接受媒体采访时表现得 十分理性："我们不会舍本逐末，竭尽所能地追求销量、追求市场份额，我们要维持供需平衡，保持 品牌和产品的价值。"（21财经） 2. 【吉利银河M7官图发布，搭载1.5L插混系统，纯电续航225公里】吉利银河于近期正式发布全新 插混SUV车型—— 银河M7的官方图片，该车作为银河M系列首款电混SUV，定位介于银河星舰7与 银河M9之间，主打家用出行市场，新车搭载1.5L插混系统，拥有225km的纯电续航以及1730km的 综合续航，计划2026年上半年上市，上市后将对标比亚迪宋Pro DM-i、哈弗枭龙MA ...

2月3日，极氪在官方微博发布声明称， 近期，部分关于 极氪8X 的内容提前出现，打乱了既定的信息发布节奏， 对此已与相关方进行沟 通，希望借此机会再次重申极氪对产品发布秩序与信息公平的重视。 作为极氪2026年上半年最重要的全新车型，极氪8X目前已进入量产前大规模 测试阶段。极氪在声明中强调，将严格遵循大吉利体系的完 整标准，确保交付车辆具备可靠性能与成熟品质。 "极氪8X宣发的每一个重要节点，都是基于车辆真实状态，向市场与用户同步信息的过程。这不仅关乎产品信息的准确性与节奏，也关乎对 所有认真关注、耐心等待的用户和媒体伙伴的尊重。我们期待与所有合作伙伴共同维护这一基础共识。"极氪方面表示。 图片来源：极氪官方微博 极氢Zeekr 图 3小时前 来自 微博网页版 声明: 感谢大家对极氪8X的关注与期待。 近期,部分关于极氪8X的内容提前出现,打乱了既定的信息发 布节奏。对此,我们已与相关方进行沟通,也希望借此机会,再 次重申极氪对产品发布秩序与信息公平的重视。 作为SEA-S超级电混架构下的高性能旗舰,极氪8X是极氪 上半年最重要的全新车型,目前已进入量产前的大规模测试 阶段。极氪始终坚持"好车不怕晚,慢就是 ...

Core Viewpoint - The new energy vehicle market in China is experiencing a seasonal downturn in January 2026, with most new car manufacturers showing a month-on-month decline in sales due to various factors such as the end of purchase tax subsidies and the upcoming Spring Festival [1] Group 1: Sales Performance - The top three new energy vehicle brands in January 2026 are Hongmeng Zhixing, Xiaomi Auto, and Leap Motor, all surpassing 30,000 units in sales [3] - Hongmeng Zhixing leads with 57,915 units sold, marking a 66% year-on-year increase, driven primarily by its core brand, Aito, which contributed over 40,000 units [2][3] - Xiaomi Auto achieved over 39,000 units, a 95% year-on-year increase, attributed to the YU7 model while preparing for the new generation SU7 launch [5] - Leap Motor sold 32,059 units, a 27% year-on-year increase, but faced a 46.9% month-on-month decline [7] Group 2: Second and Third Tiers - Li Auto delivered 27,668 units, experiencing a 7.5% year-on-year decline and a 37.5% month-on-month decline, attributed to its L series model being in the mid-product lifecycle [8] - NIO delivered 27,182 units, a 96.1% year-on-year increase but a 43.5% month-on-month decline, with the new ES8 model being a significant contributor [10] - Zeekr reported 23,582 units sold, a 99.7% year-on-year increase, but a 21.2% month-on-month decline, indicating its competitive position in the high-end electric vehicle market [11] - XPeng delivered 20,011 units, a 34% year-on-year decline and a 46.6% month-on-month decline, with the XPeng X9 model showing strong performance [13] - Lantu achieved 10,515 units, a 31% year-on-year increase, continuing its growth trend in January [13] - Zhiji faced a significant seasonal impact with 5,017 units sold, down from over 10,000 units at the end of 2025, but is expected to recover with new models [14] Group 3: Market Dynamics - The overall market performance in January indicates that new energy vehicle brands are facing month-on-month pressure, influenced by multiple external factors rather than a fundamental decline in market demand [16] - Future product iterations and market strategies will be crucial for new energy vehicle brands in maintaining competitiveness throughout the year [16]

2月3日，极氪在官方微博发布声明称，近期部分关于极氪8X的内容提前出现，打乱了既定的信息发布 节奏，对此已与相关方进行沟通，希望借此机会再次重申极氪对产品发布秩序与信息公平的重视。极氪 8X是极氪上半年最重要的全新车型，目前已进入量产前的大规模测试阶段。 ...

2月3日，极氪在官方微博发布声明称，近期部分关于极氪8X的内容提前出现，打乱了既定的信息发布节奏， 对此已与相关方进行沟通，希望借此机会再次重申极氪对产品发布秩序与信息公平的重视。极氪8X是极氪上 半年最重要的全新车型，目前已进入量产前的大规模测试阶段。 ...

每经AI快讯，2月3日，极氪发布声明称，近期部分关于极氪8X的内容提前出现，打乱了既定的信息发布节奏，对此已与相关方进行沟通，希望借此机会再 次重申极氪对产品发布秩序与信息公平的重视。 （文章来源：每日经济新闻） ...

2月3日消息，极氪官微发布声明表示，近期，部分关于极氪8X的内容提前出现，打乱了既定的信息发 布节奏。对此，极氪已与相关方进行沟通，也希望借此机会，再次重申极氪对产品发布秩序与信息公平 的重视。 极氪8X宣发的每一个重要节点，都是基于车辆真实状态，向市场与用户同步信息的过程。这不仅关乎 产品信息的准确性与节奏，也关乎对所有认真关注、耐心等待的用户和媒体伙伴的尊重。我们期待与所 有合作伙伴共同维护这一基础共识。 以下为声明全文： 感谢大家对极氪8X的关注与期待。 近期，部分关于极氪8X的内容提前出现，打乱了既定的信息发布节奏。对此，我们已与相关方进行沟 通，也希望借此机会，再次重申极氪对产品发布秩序与信息公平的重视。 作为SEA-S超级电混架构下的高性能旗舰，极氪8X是极氪上半年最重要的全新车型，目前已进入量产前 的大规模测试阶段。极氪始终坚持"好车不怕晚，慢就是快"的造车理念，严格遵循大吉利体系在新车质 量验证、全场景测试、供应质量管理及生产工艺等方面的完整标准，确保未来交付给用户的每一台极氪 8X，都具备可靠的性能、成熟的品质与稳定的质量。 极氪8X宣发的每一个重要节点，都是基于车辆真实状态，向市场与用户同 ...

Core Insights - The automotive market in January 2026 shows a clear distinction between traditional domestic brands, which are performing strongly, and new energy vehicle (NEV) startups, which are facing challenges [1][5] Traditional Domestic Brands Performance - Major traditional automakers like SAIC, Geely, and Chery reported over 20% year-on-year sales growth in January 2026, with SAIC leading the market [2][3] - SAIC sold 327,400 vehicles in January, a 23.9% increase year-on-year, with 214,000 units from its own brands, marking a 39.6% increase [2] - Geely's sales reached 270,200 units, a 1% year-on-year increase, with NEV sales contributing significantly [2] - Chery's sales totaled 200,300 units, with exports accounting for 119,600 units, a 48.1% increase year-on-year [3] - GAC Group saw a significant increase in sales, reaching 116,600 units, up 18.47% year-on-year, driven by its new energy and overseas sales [3] New Energy Vehicle Startups Challenges - In contrast, nine major NEV startups experienced a collective decline in sales, with month-on-month drops ranging from 21.2% to 47.0% [5][6] - Despite the downturn, some brands like NIO and Zeekr reported year-on-year growth exceeding 95% [6][7] - The decline in NEV sales is attributed to short-term factors such as policy changes and seasonal demand fluctuations [6][7] - The market is expected to stabilize post-policy transition, with a potential recovery in sales anticipated in February and March 2026 [7] Market Dynamics and Future Outlook - The automotive industry is witnessing a restructuring of brand rankings, with traditional brands solidifying their positions while new entrants face increasing competition [1][5] - The long-term growth logic of the NEV sector remains intact, with expectations for a gradual recovery as new products are launched and market conditions improve [7]