NO.2 零跑汽车完成26亿元内资股增发 每经记者｜董天意 实习生 张艺彤 每经编辑｜余婷婷 | 2025年9月4日 星期四 | NO.1 乘联分会：8月全国乘用车新能源市场零售107.9万辆 9月3日，乘联分会数据显示，初步统计，8月，全国乘用车新能源市场零售107.9万辆，同比增长5%， 环比增长9%，全国新能源市场零售渗透率55.3%，今年以来累计零售753.5万辆，同比增长25%；8月， 全国乘用车厂商新能源批发129.2万辆，同比增长23%，环比增长9%，新能源厂商批发渗透率53.6%，今 年以来累计批发892.6万辆，同比增长33%。 9月3日，公众号"中信证券发布"发文称，8月29日，零跑汽车完成内资股定向发行，募集资金总额合计 26亿元。中信证券担任本次发行的主办券商。零跑汽车本次发行引入武义县金投产发控股集团有限公 司、金华市产业基金有限公司、湖州信创股权投资合伙企业（有限合伙）和杭州禾合零跑股权投资合伙 企业（有限合伙）四名国资股东。 点评：零跑汽车成功完成内资股定向发行引入国资股东，这不仅拓展了公司的资本基础，也显示出国资 对其发展潜力的认可。随着资金的注入，零跑有望加速其市场战略布局， ...

9月1日，各新能源汽车品牌不约而同公布了8月的最新销量"成绩单"。 从各家车企的销售数据来看，零跑汽车8月交付量"拔得头筹"。零跑汽车发布的数据显示，8月全系车型 交付量为57066辆，同比增长超88%，月销量再创新高。今年1~8月，零跑汽车共交付新车328859辆，同 比增长136.4%。 值得注意的是，8月20日，零跑汽车宣布其累计交付量突破90万辆。《每日经济新闻》记者了解到，按 照目前的趋势测算，零跑汽车大概率将于今年年内实现第100万辆汽车的交付。 据零跑汽车创始人、董事长兼CEO朱江明透露，"零跑汽车正加速全球化布局，9月，零跑将再次亮相慕 尼黑车展，零跑Lafa5也将迎来全球首秀。" 小鹏单月交付量再创新高 再来看8月其他造车新势力的交付情况。 紧随零跑汽车之后的小鹏汽车，8月共交付新车37709辆，同比增长168.7%，环比增长2.7%，单月交付 量再创历史新高。其中，小鹏MONA M03交付超1.5万辆，这也是该车型上市以来连续12个月取得交付 超万辆的成绩。 据《每日经济新闻》记者了解，今年1~8月，小鹏汽车累计交付新车271615辆，同比增长330%。 小鹏汽车方面表示："8月27日，全 ...

长城汽车8月销售新车11.56万辆，同比增长22.33%，创历史最佳8月销量表现。1-8月，长城已累计销售新车78.97万辆，同比增长5.94%。 新势力公布的业绩战报中，零跑、小鹏、蔚来的交付量创下历史新高，理想和鸿蒙智行则出现环比连降。 具体来看，比亚迪8月销量为37.36万辆，与去年同期的37.31万辆基本持平。1-8月，比亚迪已累计销售286.39万辆，其中海外累计销售63.07万辆。 排在它后面的上汽集团8月销售整车36.3万辆，同比大涨41%，环比增长7.7%。1-8月，上汽已累计实现整车批售275.3万辆，同比增长17.9%。 中国一汽8月整车销售突破27.78万辆，同比增长3.7%。1-8月，中国一汽累计销量突破208.13万辆，同比增长5.5%。 吉利汽车8月乘用车销量达25.02万辆，同比大增38%，环比增长5%。1-8月，吉利已累计销售189.71万辆，同比增长47%，全年销量目标达成率 63%。 奇瑞集团8月销售汽车24.27万辆，同比增长14.6%。值得一提的是，8月奇瑞出口汽车12.95万辆，同比增长32.3%，创单月出口新纪录，已连续四 个月出口突破10万辆。今年1-8月，奇瑞集 ...

每经记者｜孙磊 每经编辑｜陈柯名 裴健如 9月1日，各新能源汽车品牌不约而同公布了8月的最新"成绩单"。 从各家数据来看，零跑汽车8月交付量"拔得头筹"。当月，零跑汽车全系交付57066辆，同比增长超88%，月销量再创新高。今年1~8月，零跑汽车共交付 新车328859辆，同比增长136.4%。值得一提的是，8月20日，零跑汽车宣布其累计交付量突破90万辆。按照目前的趋势测算，零跑汽车大概率将于今年年 内实现第100万辆汽车的交付。 | | | 2025年8月部分新势力交付情况 (单位: 辆) | | | | | --- | --- | --- | --- | --- | --- | | 变业 | 本月交付 | 上月交付 | 同比增幅 | 环比增幅 | 今年累计交付 | | 零跑汽车 | 57066 | 50129 | 88.3% | 13.8% | 328859 | | 小鹏汽车 | 37709 | 36717 | 168.7% | 2.7% | 271615 | | 蔚来 | 31305 | 21017 | 55.2% | 49.0% | 166472 | | 小米汽车 | >30000 | >30000 ...

Core Insights - The domestic passenger car market in June showed strong growth, with retail sales reaching 2.084 million units, a year-on-year increase of 18.1% and a month-on-month increase of 7.6% [1] - Cumulative retail sales for the year reached 10.901 million units, reflecting a year-on-year growth of 10.8% [1] - In the new energy vehicle (NEV) sector, June retail sales hit 1.111 million units, marking a year-on-year increase of 29.7% and a month-on-month increase of 8.2% [1] Market Performance - The retail penetration rate of NEVs in June reached 53.3%, up 4.8 percentage points from the same period last year, maintaining above 50% for four consecutive months [1] - Among 13 A/H share listed automakers, 10 companies reported year-on-year sales growth in June, representing 77% of the sample [1] Company Highlights - BYD's June sales reached 382,585 units, a year-on-year increase of 11.98%, with cumulative sales for the first half of the year at 2.146 million units, up 33.04% [2] - SAIC Motor's June sales were 365,331 units, a year-on-year increase of 21.56%, with NEV sales at 120,696 units, up 29.19% [3] - Geely's June sales reached 236,036 units, a year-on-year increase of 42.12%, with NEV sales at 122,367 units, up 85.52% [3] New Energy Vehicle Growth - Changan's June sales were 235,098 units, with NEV sales at 100,815 units, reflecting a year-on-year increase of 57.11% [4] - Leap Motor and Xpeng Motors reported significant growth, with Leap Motor's June deliveries at 48,006 units, up 138.65%, and Xpeng's at 34,611 units, up 224.44% [4] Emerging Brands - New brands like Xiaomi and Huawei are gaining traction, with Xiaomi's new model YU7 achieving over 289,000 pre-orders in one hour [5] - The overall market is benefiting from government consumption promotion policies and local initiatives, contributing to a robust June performance [5]

Group 1 - The core viewpoint of the article highlights a significant growth in the national passenger car market retail during the first 18 days of May, with a year-on-year increase of 12% and a month-on-month increase of 18% [1] - The total retail sales of passenger cars from January to May this year reached 7.804 million units, reflecting an 8% year-on-year growth [1] - In the new energy vehicle market, retail sales reached 484,000 units from May 1 to 18, marking a 32% year-on-year increase and a 15% month-on-month increase, with a market penetration rate of 52% [1] Group 2 - Cumulatively, the retail sales of new energy vehicles for the year have reached 3.808 million units, showing a robust year-on-year growth of 35% [1]

Market Overview - The global aluminum battery box market for electric vehicles is experiencing strong growth, with sales expected to reach $2.29 billion in 2024 and projected to soar to $13.81 billion by 2031, reflecting a compound annual growth rate (CAGR) of 29.7% [3][5]. Market Analysis and Development Trends - The rapid development of electric vehicles is a key driver for the growth of the aluminum battery box market. Global electric vehicle sales surpassed 10 million units in 2022, marking a 61% year-on-year increase, with China and Europe being the main growth engines. In 2022, China's production and sales of new energy vehicles reached 7.058 million and 6.887 million units, respectively, representing year-on-year growth of 96.9% and 93.4% [5][6]. Technological Innovations and Trends - Technological advancements are significantly impacting the development of the aluminum battery box market. Improvements in lightweight, high strength, and corrosion resistance are enhancing the role of aluminum battery boxes in electric vehicles. As battery technology progresses and costs decrease, the demand for aluminum battery boxes is expected to grow further [7]. Application Areas and Market Segmentation - The aluminum battery box market for electric vehicles is witnessing rapid growth across various application areas, including both civilian and military sectors. There is an increasing demand for customized solutions tailored to different vehicle models and usage scenarios, necessitating comprehensive and professional consulting services to meet diverse customer needs [8]. Competitive Landscape and Leading Enterprises - The competitive landscape of the aluminum battery box market for electric vehicles is taking shape, with leading enterprises leveraging advanced technologies and strong market influence. However, there remains ample opportunity for emerging companies to enter the market. As technology continues to advance and the market matures, the competitive landscape is expected to optimize further, providing growth opportunities for more enterprises [9].

毫无悬念的是，4月，比亚迪以38.01万辆的成绩继续稳坐国内新能源车销量榜第一。其中，王朝网和海洋网累计销量为34.71万辆，腾势汽 车售出新车1.54万辆，方程豹月销超过1万辆，同比增长375.8%。 紧随其后的吉利汽车4月新能源（包含吉利、领克、极氪）销量为12.56万辆，同比增长144%。从销量占比来看，新能源销量已占吉利汽车 4月总销量的54%。吉利银河成为吉利新能源车的销量主力，4月销量逼近10万辆，同比增长281%。 在4月新能源销量的比拼上，奇瑞集团与长安汽车"不相上下"。其中长安汽车新能源车零售7.13万辆，同比增长46.7%。长安旗下三大新能 源品牌中深蓝汽车销量2.01万辆，同比增长58%；阿维塔销量1.17万辆，同比增长122.6%；启源销量也超过1万辆。 奇瑞集团销售新能源汽车6.12万辆，同比增长85.5%。其中旗下新能源车品牌iCAR销售汽车6947辆，智界品牌销售汽车4461辆。 相较之下，长城汽车4月的新能源车销量虽同比增长了28.42%，但总量仅为2.88万辆，不及多个造车新势力企业。零跑汽车继3月之后继续 摘得4月造车新势力销冠，其4月交付量为4.1万辆，同比增长173%。 ...