智通财经APP获悉，蔚来-SW(09866)涨近4%，截至发稿，涨3.77%，报41.84港元，成交额6065.88万港 元。 消息面上，蔚来汽车12月29日宣布，在正式交付开启后的第100天，蔚来全新ES8成功实现交付破四万 辆。全新一代蔚来ES8车型于今年9月20日正式上市。新车共推出3款车型，售价为40.68至44.68万元， 采用电池租赁方案售价为29.88至33.88万元。 方正证券此前研报指出，25Q4期间，随着ES8车型开始放量，公司指引整车ASP上升且毛利率进一步升 至18%，并实现25Q4单季度盈亏平衡。展望2026年，车型与销售方面，公司将于全年推出3款大型新 车，其中Q2/Q3分别上市2/1款，加之ES8和L90仍处在强势新车型周期内，该行预计5款车型有望达到单 月销售峰值超5万/月，2026年化销量有望冲刺60万辆。 ...

经济观察网据央视新闻客户端消息，中国电动汽车百人会昨天(16日)发布信息，预计2026年国内汽车市 场将实现微增长，其中新能源汽车销量将继续保持较快增长，有望达到2000万辆。 中国电动汽车百人会相关负责人表示，国内汽车市场将进入高销量低增长的周期，预计2026年国内汽车 市场实现2%的微增长。其中，新能源汽车销量有望达到2000万辆，新能源汽车保有量占比将从2025年 的10%，增长到2026年的15%。 ...

Core Insights - The article highlights the surge in the electric vehicle (EV) market driven by the impending end of the new energy vehicle purchase tax exemption policy, leading to a year-end consumption peak [2][3] - The battery supply chain is experiencing a rare high production rhythm in December, with material prices rising across the board, prompting several battery companies to announce or plan price increases [2][8] Group 1: Market Performance - In November, the production and sales of new energy vehicles reached 1.88 million and 1.823 million units respectively, both showing a year-on-year increase of 20%, with a penetration rate exceeding 53% [2] - From January to November, cumulative production and sales of new energy vehicles reached 14.907 million and 14.78 million units, respectively, with year-on-year growth exceeding 31% and a penetration rate of 47.5% [2] - Several major automakers, including Li Auto and NIO, have achieved or exceeded their annual sales targets ahead of schedule due to consumer demand driven by the tax policy change [3][4] Group 2: Sales Growth and Market Concentration - Notable sales growth in November includes Leap Motor with a 75.1% year-on-year increase, and Xiaomi Auto with a 99.7% increase [4] - The top fifteen new energy vehicle manufacturers collectively sold 14.072 million units from January to November, representing a year-on-year growth of 32.6% and accounting for 95.2% of total sales [5] - The top three manufacturers (BYD, Geely, SAIC) hold a combined market share of 50.5%, indicating a strengthening head effect in the market [5] Group 3: Battery Production and Pricing - The battery production in December is expected to remain stable at around 220 GWh, marking the first time since late 2022 that production has not decreased in December [6] - The demand from non-power sectors is contributing significantly to the overall production stability, supporting high operational levels in the supply chain [7] - Battery companies are initiating price increases due to rising raw material costs, with Dejia Energy announcing a 15% price hike effective December 16 [9][10]

吉利控股集团以10%的全球BEV市场份额位列全球第三，第三季度销量同比增长51%。集团旗下银河与 极氪两大品牌在中国经济型及中端电动车市场表现突出，持续推动销量增长。 中新网北京12月11日电(记者 吴涛)10日，科技研究咨询公司Counterpoint Research发布数据报告称， 2025年第三季度，全球新能源汽车销量同比大幅增长32%。 特斯拉以超过13%的全球份额排名第二，2025年第三季度销量同比增长7%。今年特斯拉销量提升主要 受益于改款Model Y的表现，以及在中国推出的长轴距版Model Y。(完)【编辑:于晓艳】 在车企层面，比亚迪集团在2025年第三季度以近60万辆的BEV继续稳居全球市场第一，同比增长33%。 该公司在欧洲、东南亚和拉美等海外市场表现强劲，出口量超过15万辆，海外市场贡献率达27%。 其中，纯电动车(BEV)继续占据主导地位，占全球电动汽车销量的三分之二，其销量较去年同比增长 32%。插电式混合动力汽车(PHEV)也实现温和增长，同比增长6%。 报告称，第三季度BEV普及率创下新高，占全球乘用车销量的18%，高于去年同期的14%。中国仍是全 球增长的核心动力，贡献了 ...

江淮汽车：2025年11月新能源乘用车销量达3299辆，同比增长8.66%。 ...

Group 1 - The core viewpoint of the article highlights the positive performance of the ChiNext New Energy ETF (华夏, 159368), which rose by 1.85%, with significant gains in its constituent stocks such as Robotech (罗博特科) increasing over 10%, Feirongda (飞荣达) over 5%, and Defu Technology (德福科技) over 4% [1] - According to the China Passenger Car Association, the wholesale volume of new energy passenger vehicles in China is expected to reach 1.72 million units in November 2025, representing a year-on-year growth of 20% and a month-on-month increase of 7%. Cumulatively, 13.78 million units have been wholesaled this year, marking a 29% year-on-year increase [1] - Zhongyin Securities anticipates that the fourth quarter will be a peak sales season, projecting that domestic new energy vehicle sales in 2025 will continue to grow significantly year-on-year, which will drive demand for batteries and materials [1] Group 2 - The ChiNext New Energy ETF (华夏, 159368) is the largest ETF fund tracking the ChiNext New Energy Index, which encompasses various sectors within the new energy and new energy vehicle industries, including batteries and photovoltaics [1] - The ETF has the highest elasticity with a potential increase of up to 20%, the lowest fee structure with a total management and custody fee of only 0.2%, and the largest scale, reaching 829 million yuan as of October 31 [1] - The ETF has a significant storage capacity of 59% and a solid-state battery content of 32%, aligning well with current market trends [1]

Core Insights - The automotive market in November showed strong resilience and vitality, driven by traditional peak season sales, intensified promotions, and sustained demand for new energy vehicles [1] Group 1: Sales Performance - BYD topped the sales chart in November with 480,200 units sold, setting a new record for the year, with overseas sales exceeding 130,000 units [1] - SAIC Motor achieved sales of 460,800 units in November, with over 310,000 units from its own brands and 209,000 units from new energy vehicles, marking a new monthly record [1] - Geely Group's sales reached 310,400 units in November, a year-on-year increase of approximately 24%, with a new energy penetration rate exceeding 64% [2] - Chery Group sold 272,500 vehicles in November, with new energy vehicle sales reaching 116,800 units, a year-on-year increase of 50.1% [2] - China FAW sold 306,000 vehicles in November, with continued growth in its own new energy vehicles [2] - Great Wall Motors achieved sales of 133,200 units in November, with significant contributions from its Tank and Wey brands [2] - Changan Automobile reported sales of 283,000 units in November, with new energy vehicle sales reaching 125,000 units, setting a new record [2] Group 2: Market Trends - The November automotive market exhibited three notable characteristics: widespread sales growth among mainstream automakers, increasing sales proportion of new energy vehicles, and enhanced competitiveness of domestic brands [3] - The overall performance in November has laid a solid foundation for many automakers' year-end sales push, with the recovery of terminal demand influencing their annual performance and strategic positioning for 2026 [4] Group 3: Year-End Targets - BYD is on track to meet its adjusted target of 4.6 million units, having sold 4.18 million units in the first 11 months, with potential to approach its initial target of 5.5 million units depending on December performance [3] - SAIC Motor is close to its annual target of 4.5 million units, having sold 4.1 million units in the first 11 months [3] - Geely Group is nearing its annual target of 3 million units, with cumulative sales of 2.78 million units in the first 11 months [4] - Chery Group has surpassed 2.56 million units in cumulative sales, making its annual target of 3.1 million units achievable [4] - China FAW and Great Wall Motors face more significant challenges in meeting their annual targets, with cumulative sales of 2.995 million and 1.1996 million units, respectively [4]

长安汽车（000625）(000625.SZ)发布公告，公司2025年11月新能源汽车销量126,167辆，同比增长 23.32%;2025年1-11月新能源汽车销量994,891辆，同比增长54.66%。2025年1-11月，长安汽车销量 2,658,199辆，其中：海外销量583,894辆。 ...

点 击 蓝 字 关 注 我 们 本文全文共 691 字，阅读全文约需 2 分钟 11月新能源乘用车市场预判 随着年末新能源车辆购置税免税政策到期，11月车市步入年末抢购阶段，叠加厂商"双十一"促销活动，市 场热度应该持续攀升。但截至月中，全国大多数省份置换更新与以旧换新补贴出现不同程度的调整，加剧了消 费者的观望情绪，也为十一月车市带来较大的冲击。部分厂商及时调整新能源生产节奏，降低库存风险。 根据乘联分会最新数据，全国乘用车市场2025年10月新能源销量万辆以上厂商的批发销量占总体新能源 乘用车当月销量的93.4%。根据月初步汇总数据，这些10月新能源销量万辆以上厂商企业的11月销量为161万 辆。目前绝大部分厂商销量基本都已经锁定，因此按照上月结构占比结合本月数据，测算11月的全国新能源乘 用车批发销量为172万辆。 综上，根据月度初步乘联数据综合预估：11月1-30日，全国乘用车厂商新能源批发172万辆，同比增长 20%，环比增长7%。今年以来累计批发1,378万辆，同比增长29%。 注:乘联快报数据为初稿，与厂商终稿数据可能有差异，请不要与历史终稿数据直接对比，以防误导。 11月乘用车主力厂商新能源批 ...

格隆汇12月1日丨赛力斯(601127.SH)公布，2025年11月份新能源汽车销量55203辆，同比增长 49.84%；其中赛力斯汽车销量51677辆，同比增长59.73%。2025年1—11月份新能源汽车销量411288 辆，同比增长5.58%。 ...