据乘联分会消息，根据月度初步乘联数据综合预估，9月全国新能源乘用车厂商批发销量150万辆，同比 增长22%，环比增长16%；今年1-9月累计批发1044.6万辆，同比增长32%。 ...

人民财讯10月10日电，据乘联分会消息，根据月度初步乘联数据综合预估，9月全国新能源乘用车厂商 批发销量150万辆，同比增长22%，环比增长16%；今年1—9月累计批发1044.6万辆，同比增长32%。 ...

经济观察网10月10日，据乘联分会消息，根据月度初步乘联数据综合预估：9月全国新能源乘用车厂商 批发销量150万辆，同比增长22%，环比增长16%；今年1-9月累计批发1,044.6万辆，同比增长32%。 ...

Core Insights - The automotive industry is experiencing a surge in new vehicle launches, particularly in the SUV segment, as companies aim to boost sales during the "golden September and silver October" period [1] Group 1: New Energy Vehicle Sales - In September, several new energy vehicle companies reported significant sales growth, with Li Auto being a notable exception [3][6] - Leap Motor achieved a monthly delivery of approximately 66,700 units, marking a record for the brand and contributing to a cumulative total of 395,670 units for the year, achieving 60% to 68% of its annual target [3] - Xiaopeng Motors delivered 41,600 units in September, a 95% year-on-year increase, with a total of 312,700 units delivered in the first nine months, reaching 82.37% of its annual target [4] - Xiaomi also surpassed 40,000 units in September deliveries, indicating a potential increase in sales for the remaining months of the year [4] Group 2: Performance of Established Brands - NIO delivered approximately 34,700 vehicles in September, a 64% increase year-on-year, with a total of 201,200 units delivered in the first nine months, achieving 45.73% of its annual target [5] - BYD's September sales slightly decreased by 5.52% to 396,300 units, primarily due to a significant drop in plug-in hybrid vehicle sales [11] - Geely and Great Wall Motors both reported record sales in September, with Geely achieving 273,100 units, a 35% year-on-year increase, and Great Wall Motors reaching 133,600 units, a 23.29% increase [11] Group 3: Emerging Brands and Market Trends - Zeekr's sales reached 18,300 units in September, driven by the launch of its flagship model, the Zeekr 9X, which saw high pre-order numbers [8] - The overall market is witnessing a trend where new energy vehicles are gaining traction, with companies like Geely achieving a 60.49% penetration rate in September [11] - The competitive landscape is intensifying as new entrants and established brands alike strive to capture market share in the rapidly evolving automotive sector [1][3][11]

Core Viewpoint - In September, the sales of new energy vehicles reached approximately 1.25 million units, achieving a penetration rate of 58.1%, marking a historical high for the industry [1]. Group 1: Industry Performance - Most car manufacturers set delivery records in September, with significant year-on-year and month-on-month increases, benefiting from the traditional peak sales period [1]. - The new energy vehicle market is experiencing robust growth, with a notable increase in sales figures across various brands [1]. Group 2: Company-Specific Insights - BYD delivered 396,270 units in September, a 6.1% increase from August [2]. - Xiaomi's delivery exceeded 40,000 units for the first time, marking a significant milestone for the brand [2][3]. - Xiaomi currently has the highest number of outstanding orders among new energy vehicle brands, with an estimated backlog of at least 320,000 vehicles due to production capacity constraints [5][7]. - The company’s monthly new orders are approximately 60,000, suggesting a stable production capacity of around 60,000 units per month [9].

Group 1 - The core viewpoint of the article emphasizes the importance of balancing performance and cost in battery cell procurement for automotive manufacturers [7] - BYD is expanding its market presence in Southeast Asia, indicating a strategic move to capture growth in emerging markets [7] - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector, highlighting a shift in market dynamics [7]

Group 1: Company Actions - Elon Musk purchased 2.57 million shares of Tesla stock on September 12, with prices ranging from $372.37 to $396.54, totaling approximately $1 billion [1] - Tesla's stock price surged nearly 6% in pre-market trading following Musk's purchase, after a previous increase of 7.3% [1] Group 2: Sales Performance - In China, the estimated delivery time for the Model Y L has extended to November 2025, indicating that the model has sold out for October [2] - Tesla's sales in China for the first half of 2025 were 263,400 units, a year-on-year decline of 5.4%, while the overall new energy vehicle sales in China grew by 40.3% [4] - In August 2025, Tesla's wholesale sales in China were 83,192 units, showing a year-on-year decline of 4% but a quarter-on-quarter increase of 22.6% [4] - Tesla reduced the price of the Model 3 Long Range AWD from 269,500 yuan to 259,500 yuan, which may boost sales in China [4] Group 3: Market Challenges - Tesla's sales in Europe have significantly declined, with new car registrations in Germany dropping by 39% in August and 56% year-to-date [4] - In France, Tesla's registrations fell by 47.3%, while in Sweden, the decline exceeded 84% [4] - Despite challenges, Tesla saw a 21.3% increase in new car registrations in Norway and a 161% increase in Spain, although these figures still lag behind competitors like BYD [5] - The company faces multiple challenges in Europe, including a limited product lineup, increased competition, and backlash against Musk's political stance [5] - Tesla's German factory has adjusted its electric vehicle production upward for the second half of the year due to strong sales data, indicating a potential shift in the sales trend [5]

Core Viewpoint - The article discusses the potential sales performance of Tesla's new model Y L, suggesting that it may attract a significant number of orders due to its brand appeal and the current market dynamics in China [2][3]. Sales Perspective - There is speculation that the Y L model has already received over 100,000 orders, indicating strong initial demand [4]. - Concerns are raised about the production capacity, with doubts about whether Tesla can sustain a production rate of 10,000 units per week [5]. - The article suggests that the Y L model may primarily convert existing interest in the Model Y rather than significantly expanding the customer base [7][10]. Product Insights - The Y L model is viewed as a new variant of the Model Y, but its practicality, especially regarding third-row seating, is questioned [6][12]. - The interior quality and space utilization of the Y L are criticized, with comparisons made to other brands that offer better comfort and design [6][12]. - The article highlights that many potential buyers may not require extensive comparisons or test drives before purchasing a Tesla, indicating strong brand loyalty [11][12]. Market Dynamics - The article notes that Tesla's brand recognition in China is akin to that of luxury brands, which may drive sales despite the presence of strong domestic competitors [3][16]. - There is skepticism regarding the authenticity of reported sales figures, with some industry insiders doubting the feasibility of achieving daily sales of 10,000 units [7][10]. - The discussion includes the notion that the demand for six-seat configurations may not be as high as anticipated, given changing consumer preferences [14][16].

Core Insights - NIO's CEO Li Bin announced that the company expects monthly sales to exceed 50,000 units in Q4, with NIO's own sales projected at over 25,000 units and the Lada brand also expected to reach 25,000 units [2] Delivery Performance - In August, NIO delivered a record 31,305 vehicles, representing a year-on-year increase of 55.2%. This includes 10,525 vehicles from the NIO brand, 16,434 from the Lada brand, and 4,346 from the Firefly brand [2] - For Q2 2025, NIO's vehicle deliveries are projected to be 72,056 units, marking a year-on-year growth of 25.6% and a quarter-on-quarter increase of 71.2%. The guidance for Q3 deliveries is set between 87,000 and 91,000 units [2] Production Capacity - Li Bin stated that the company aims for a production capacity of 15,000 units for the Lada L90 by October and for the ES8 by December [2] - The target for Q4 is to achieve an average monthly delivery of 50,000 units, totaling over 150,000 units for the quarter [2] Future Product Launches - In 2026, NIO plans to launch two new models, the ES7 and ES9, along with the Lada L80, resulting in three new large SUV models for the next year. The 5566 model will not undergo an annual update due to multiple upgrades this year [2]

9月2日，比亚迪法务部发文称，自媒体"龙猪-集车"及其相关账号因长期发布大量有关比亚迪的不实及侮辱诋毁信息，一审判决认定其构成侵权，判令被 告：赔礼道歉、删除侵权言论，并赔偿比亚迪经济损失等共计201.87万元；二审维持原判。 近期，经法院强制执行，判赔金额201.87万元已执行到账，同时自媒体"龙猪-集车"及相关账号的实控人向比亚迪予以书面致歉。 我们始终尊重并接受社会各界的建议和监督，但网络不是法外之地，对以任何形式的侮辱、造谣、抹黑等侵权行为，我们将持续以法律手段维护企业的合 法权益。 感谢大家一直以来对比亚迪的关注和支持！ 随后，比亚迪集团品牌及公关处总经理李云飞转发并发文称："比亚迪到了现在的位置和体量，如果有媒体就客观事实进行报道批评，都没问题！有些媒 体不了解情况，有些误解性的发布，我们也能接受！但对于黑公关、黑媒体，为了黑而黑，长期针对比亚迪，诋毁比亚迪，我们绝不容忍！本周，还将有 一批"黑媒体"将被起诉！" 据悉，比亚迪法务部在微博发布的首条博文，就和自媒体"龙猪-集车"有关。2023年7月4日，比亚迪法务部首条博文表示，将起诉微博用户@龙猪-集车 长 期发布不实信息、恶意诋毁品牌，要求其删 ...