2026年开年首日，新能源车企集中晒出了2025年12月及全年"成绩单"。 零跑汽车公布的数据显示，2025年，其累计交付约59.66万辆新车，同比增长103%。其中，2025年12 月，零跑汽车全系交付约6.04万辆，同比增长42%，连续九个月保持增长。 | | | 2025年 12 月部分新势力交付量情况 | | | --- | --- | --- | --- | | | | (单位:万辆) | | | 车企 | 12 月交付量 | 同比增幅 | 全年累计销量 | | 零跑汽车 | 6.04 | 42% | 59.66 | | 小米汽车 | >5 | 1 | > 35 | | 蔚来 | 4.8 | 54.6% | 32.6 | | 理想汽车 | 4.42 | 1 | > 44 | | 小鹏汽车 | 3.75 | 1 | 42.94 | | | | | 数据来源:车企微信公众号 | 每经记者｜李星 每经编辑｜裴健如 制表：每经记者 李星 紧随其后的小米汽车，2025年12月交付量超过5万辆，这也是其月度交付量首次突破5万辆。"2025年， 小米汽车的交付量超过35万辆，品牌累计交付量已突破50万辆。"202 ...

凤凰网科技讯1月1日，蔚来汽车今日公布了2025年12月及全年交付数据。数据显示，蔚来公司在2025年 全年共交付新车326,028台，同比增长46.9%，创下年度交付历史新高。截至目前，蔚来公司已累计交付 新车逼近百万大关，达到997,592台。 在基础设施与服务保障方面，蔚来宣布滇藏换电路线于今日全线贯通，全长超2,700公里的路线上布局 了19座换电站。目前，蔚来全国换电站总数已超3,600座。为满足出行需求，蔚来换电体系将于本月新 增超4,200块长续航电池包。值得注意的是，随着2026年1月1日起车辆购置税优惠政策调整为减半征 收，蔚来方面表示，采用BaaS电池租用方案购买旗下三大品牌车型，依据产品价格差异，用户可额外 节省1,770元至9,558元不等的购置税成本。 具体车型方面，高端市场表现尤为引人注目。全新ES8在12月交付22,256台，刷新了40万元以上车型单 月交付纪录。该车型自2025年9月下旬开启交付以来，交付速度显著提升，第四个"1万台"交付仅耗时11 天，成为40万元以上市场中交付最快突破4万台的车型。此外，乐道L90上市5个月累计交付43,439台， 位居年度大型纯电SUV销量 ...

从品牌细分数据来看，蔚来三大品牌均实现稳步增长。其中，蔚来品牌交付18393台，连续四个月保持增长势头； 乐道品牌交付11794台，同比增幅高达132.1%；firefly萤火虫品牌交付6088台，连续四个月创下历史新高。累计交 付方面，蔚来品牌达797712台，乐道品牌119415台，firefly萤火虫品牌32330台，品牌布局成效持续显现。 蔚来品牌旗下车型表现尤为突出。全新ES8自9月21日开启交付以来，仅用70天便完成第20000台新车交付，创造 了40万元以上纯电车型交付破两万台的最快纪录。据了解，12月全新ES8的生产交付将进一步大幅加速，以满足 市场旺盛需求。与此同时，蔚来ES6迎来第30万台交付里程碑，成为中国30万元以上纯电汽车市场中首个达成这 一成就的车型，稳坐该细分市场累计销量冠军宝座。 12月1日，蔚来汽车正式公布2025年11月交付数据。数据显示，蔚来公司当月交付新车36275台，同比增长 76.3%，多品牌矩阵协同发力，呈现强劲增长态势。截至目前，蔚来公司累计交付新车已达949457台，距离百万 交付里程碑仅一步之遥。 定位高端小车市场的firefly萤火虫品牌，11月同样传来捷 ...

格隆汇12月1日丨蔚来-SW(09866.HK)公布，公司于2025年11月交付36,275辆汽车，同比增长76.3%。有 关交付包括公司旗下蔚来品牌的高端智能电动汽车18,393辆，公司乐道品牌的家庭智能电动汽车11,794 辆，以及公司萤火虫品牌的智能电动高端小车6,088辆。公司于2025年至今交付277,893辆汽车，同比增 长45.6%。截至2025年11月30日，公司累计汽车交付量达949,457辆。 ...

Core Insights - NIO-SW (9866.HK) saw a 4.5% increase in early trading, reaching HKD 57.1 [1] - NIO announced a record delivery of 40,397 vehicles in October 2025, representing a year-on-year growth of 92.6% [1] - Year-to-date deliveries for 2025 reached 241,618 vehicles, showing a year-on-year increase of 41.9% [1] - The new ES8 model has surpassed 10,000 deliveries, with expectations for accelerated deliveries in November [1] - NIO's Vice President of Brand and Communication, Ma Lin, indicated a projected 70% increase in production capacity compared to October [1]

Core Insights - NIO delivered 40,397 new vehicles in October 2025, representing a year-on-year increase of 92.6% [1] - The breakdown of deliveries includes 17,143 vehicles from the NIO brand, 17,342 from the Ladao brand, and 5,912 from the Firefly brand [1] - Cumulatively, NIO has delivered a total of 913,182 new vehicles to date [1] Delivery Breakdown - NIO brand cumulative deliveries stand at 779,319 vehicles [1] - Ladao brand cumulative deliveries total 107,621 vehicles [1] - Firefly brand cumulative deliveries amount to 26,242 vehicles [1]

Core Insights - NIO reported a total delivery of 34,749 vehicles in September 2025, representing a year-on-year increase of 64% [1] - The breakdown of deliveries includes 13,728 vehicles from the NIO brand, 15,246 from the Ladao brand, and 5,775 from the Firefly brand [1] - Cumulatively, NIO has delivered 872,785 vehicles to date, with 762,176 from the NIO brand, 90,279 from the Ladao brand, and 20,330 from the Firefly brand [1] Delivery Performance - In September 2025, NIO's vehicle deliveries increased by 64% compared to the same month last year [1] - The NIO brand contributed 13,728 vehicles to the total deliveries, while the Ladao brand led with 15,246 vehicles [1] - The Firefly brand accounted for 5,775 vehicles delivered in the same month [1] Cumulative Deliveries - As of now, NIO has achieved a total of 872,785 vehicle deliveries since its inception [1] - The NIO brand's cumulative deliveries stand at 762,176 vehicles [1] - The Ladao brand has delivered a total of 90,279 vehicles, and the Firefly brand has delivered 20,330 vehicles [1]

Overall Analysis - The total delivery of passenger cars reached 524,000 units from August 25 to August 31, representing a month-on-month increase of 9.47%. New energy vehicles accounted for 289,000 units, with a month-on-month growth of 8.11%, resulting in a penetration rate of 55.21%. The overall delivery across brands showed significant improvement, with the top eight brands each delivering over 10,000 units, indicating a clear trend of end-of-month push for sales. The upcoming Chengdu Auto Show is expected to boost the new energy vehicle market in September with the introduction of new products [1]. Brand-Specific Analysis - **BYD**: The Ocean and Dynasty series delivered 69,400 units this week, with the two series accounting for 92.1% of total sales. The company has adjusted its annual sales target from 5.5 million to 4.6 million, indicating pressure to break through in higher-end segments. The delivery of the Haiyan 06 EV+DMI reached 6,700 units, an increase of nearly 1,000 units compared to the previous week [3][4][5]. - **Geely**: Total deliveries reached 37,000 units, the highest in the past five weeks. The Lynk & Co brand has improved its smart driving and cockpit capabilities, with the Lynk 900 model delivering 1,600 units. The Lynk 08 EM-P has maintained good sales since its launch, with weekly deliveries around 1,000 units [6][7]. - **Li Auto**: The company delivered 8,400 units this week, a significant increase of nearly 3,000 units compared to the previous week, driven by the ramp-up of i8 deliveries and increased sales of the MEGA model [8]. - **NIO**: The ET5T model saw deliveries of 1,280 units this week, while the ES6 and ET5 models also showed stable performance [9]. - **Xpeng**: The company delivered 8,400 units this week, with the new P7 model delivering 380 units in just four days, indicating a stable performance [10]. Market Trends - The penetration rate of new energy vehicles remains stable between 55% and 57%, while traditional fuel vehicles continue to struggle [1]. - The introduction of new models and upgrades from various brands is expected to enhance competition and drive sales in the upcoming months [6][7]. Supply Chain Insights - BYD is focusing on balancing performance and cost in its battery cell procurement strategy, while CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector [13].

Core Insights - Domestic automakers in China reported record delivery numbers for August 2025, with several companies achieving significant year-on-year growth in electric vehicle sales [1][5][11][12][13][16][17][18][19][20] Group 1: BYD - BYD's electric vehicle sales reached 373,626 units in August 2025, a decrease from 373,100 units in the same month last year, but cumulative sales for the first eight months of 2025 increased by 23% to 2.864 million units [1] - In August, BYD exported a total of 80,813 electric vehicles [1] Group 2: Geely - Geely's total vehicle sales for August 2025 were 250,200 units, marking a 38% increase year-on-year [5] - Pure electric vehicle sales reached 93,400 units, up 98% year-on-year, while plug-in hybrid vehicle sales were 54,000 units, up 90% [5] - Geely's new energy vehicle sales exceeded 147,000 units in August, with cumulative sales surpassing one million units for the year [5] Group 3: SAIC Motor - SAIC Motor reported electric vehicle sales of 129,800 units in August 2025, a year-on-year increase of 49.89% [11] - The total vehicle production for August was 376,900 units, up 44.05% year-on-year, with cumulative production for the year reaching 2.8346 million units, a 22.58% increase [11] Group 4: Great Wall Motors - Great Wall Motors sold 115,600 vehicles in August 2025, a 22% increase year-on-year, with electric vehicle sales at 37,500 units [12] - Cumulative vehicle sales for the year are approximately 790,000 units, reflecting a 5.94% increase [12] Group 5: Leap Motor - Leap Motor delivered 57,066 vehicles in August 2025, achieving over 88% year-on-year growth [13] Group 6: NIO - NIO delivered 31,305 vehicles in August 2025, a 55.2% increase year-on-year, with cumulative deliveries reaching 838,000 units [13] - The August deliveries included 10,525 high-end smart electric vehicles and 16,434 family smart electric vehicles [13] Group 7: Xpeng Motors - Xpeng Motors delivered 37,709 smart electric vehicles in August 2025, a 169% year-on-year increase, setting a new monthly delivery record [16] - Cumulative deliveries for the first eight months of 2025 reached 271,615 units, up 252% from the previous year [16] Group 8: Li Auto - Li Auto delivered 28,529 new vehicles in August 2025, with a total cumulative delivery of 1,397,070 vehicles [17] - The CEO expressed confidence in achieving sales targets for new electric SUV models [17] Group 9: Xiaomi Auto - Xiaomi Auto continued to deliver over 30,000 vehicles in August 2025, with plans to expand its retail presence [18] Group 10: Lantu Motors - Lantu Motors delivered 13,505 vehicles in August 2025, marking a 119% year-on-year increase [19] Group 11: Harmony Auto - Harmony Auto reported total new vehicle deliveries of 44,579 in August 2025, with cumulative deliveries surpassing 900,000 units [20]

Core Insights - Li Auto announced updated delivery timelines for its Li i8 model, with first deliveries starting on August 20 and a target of over 8,000 units by the end of September [1] - The company aims to challenge a delivery goal of 10,000 units before the National Day holiday, indicating strong demand and production capabilities [1] - Following a price adjustment, the daily order volume for the Li i8 has significantly increased, with optimistic sales forecasts from analysts [2] Group 1 - Li Auto updated the expected delivery time for the Li i8 on its official platforms, allowing confirmed customers to check the latest delivery information via the app [1] - The first batch of Li i8 deliveries is set to begin on August 20, with a commitment to exceed 8,000 units by the end of September [1] - Customers have reported changes in their delivery timelines, with some seeing their expected delivery time reduced to as little as 1-3 weeks [1] Group 2 - The Li i8 was officially launched on July 29, receiving approximately 3,000-5,000 pre-orders within the first 24 hours [1] - Following a configuration adjustment and price reduction from 369,800 to 339,800 yuan, the daily order volume has seen a notable increase [2] - Goldman Sachs maintains a positive outlook, predicting monthly sales for the Li i8 could reach 6,000 units [2]