本文源自：金融界AI电报 蔚来汽车：2025年12月交付48,135辆汽车，同比增长54.6%。2025年第四季度交付124,807辆汽车，同比 增长71.7% ...

Core Viewpoint - NIO Inc. achieved a record high in vehicle deliveries in December 2025, with a total of 48,135 vehicles delivered, marking a year-on-year increase of 54.6% [1] Group 1: December Deliveries - NIO brand delivered 31,897 vehicles in December 2025, also a record high, with a year-on-year increase of 54.8% and continuous growth for five consecutive months [1] - The Ladao brand delivered 9,154 vehicles in December 2025 [1] - The Firefly brand delivered 7,084 vehicles in December 2025, a record high with a month-on-month increase of 16.4%, also showing continuous growth for five consecutive months [1] Group 2: Annual Deliveries - In 2025, NIO Inc. delivered a total of 326,028 vehicles, setting a new historical record with a year-on-year increase of 46.9% [1] - The NIO brand accounted for 178,806 vehicles delivered in 2025 [1] - The Ladao brand delivered 107,808 vehicles in 2025 [1] - The Firefly brand delivered 39,414 vehicles in 2025 [1]

极氪汽车公布：2025年12月交付新车30267台，月销首次超过3万台，创历史新高，同比增长11.3%，环 比增长4.9%。2025全年极氪总计交付224133台，较2024年实现同比增长，稳居中国高端豪华新能源汽 车市场头部阵营，全球累计交付近65万台。其中，旗舰SUV极氪9X作为年度现象级爆款，继11月成为 50万以上大型 SUV销冠后，12月交付首破10000台。009持续引领40万以上豪华MPV市场，其他主力车 型如001、7X也成为各细分市场标杆。 据悉，除国内市场外，极氪还积极开拓全球市场，目前已进入50多个国家和地区，全球门店超640家， 在中国香港、东南亚、澳洲、巴西、埃及等多个地区展现出强大的市场号召力。有行业人士认为，极氪 回归一个吉利后，在深厚的体系力及技术力支撑下，专注豪华市场，已成为中国豪华品牌向上突破、走 向全球的典范。 ...

经济观察网今日极氪汽车公布：2025年12月交付新车30267台，月销首次超过3万台，创历史新高，同比 增长11.3%，环比增长4.9%。2025全年极氪总计交付224133台，较2024年实现同比增长，持续引领中国 高端豪华新能源汽车市场，全球累计交付近65万台。其中，旗舰SUV极氪9X作为年度现象级爆款，继 11月成为50万以上大型SUV销冠后，12月交付首破10000台。 市场分析认为，面对激烈的市场竞争，极氪能够实现逆势增长，源于极氪在2025年一系列积极的变化， 尤其用户沟通方面更加积极坦诚和透明，包括提前发布产品改款预告、推出阳光服务公约、引入用户监 督机制等，一系列举措引发市场积正向反馈，用户口碑持续向好。 ...

人民财讯1月1日电，1月1日，蔚来创始人、董事长、CEO李斌在开年直播中宣布，一月份，蔚来品牌换 电体系将新增超4200块长续航电池包，其中包括1200块100kWh电池包和超3000块102kWh电池包。后 续，蔚来换电体系还将根据用户需要，持续补充长续航电池包。 ...

Core Insights - The company, Wanjie, achieved a record delivery of over 57,000 new vehicles in December 2025, totaling over 420,000 deliveries for the year, leading the high-end electric vehicle market [1] - Since its launch, Wanjie has delivered over 970,000 new vehicles, establishing itself as a significant player in the Chinese new energy market [1] Group 1: Product Launches and Market Position - In 2025, Wanjie launched several models including the Wanjie M9 2025 version, Wanjie M8 range-extended and electric versions, and the all-new Wanjie M7, enhancing its product lineup and driving strong sales growth [3] - The Wanjie M9 has maintained its position as the best-selling luxury SUV in the 500,000 yuan and above segment for 20 consecutive months, with over 260,000 units delivered since its launch [3] - The Wanjie M8 has quickly captured the high-end SUV market priced at 400,000 yuan, with over 150,000 units delivered in just 8 months [3] - The Wanjie M7, launched in September 2025, has become a value choice in the 300,000 yuan SUV segment, with over 370,000 units delivered [3] Group 2: Service Expansion and Future Strategy - Wanjie is expanding its offline presence, adding over 80 user centers in 2025, resulting in a service network covering over 200 cities with nearly 400 centers [5] - The company employs smart measures such as remote diagnostics and OTA upgrades to enhance user experience [5] - In 2026, Wanjie aims to uphold its "smart reshaping luxury" philosophy, focusing on user-centric approaches and integrating traditional luxury with technological advancements to lead the high-end new energy vehicle market [5]

经济观察网1月1日，蔚来创始人、董事长、CEO李斌在开年直播中宣布，一月份，蔚来品牌换电体系将 新增超4200块长续航电池包，其中包括1200块100kWh电池包和超3000块102kWh电池包。后续，蔚来换 电体系还将根据用户需要，持续补充长续航电池包。 ...

Core Insights - Tesla has officially launched its annual holiday update, introducing over ten new features that enhance entertainment, convenience, and driving record capabilities for users [1][3] Group 1: New Features - The update includes a "phone left behind reminder" feature that alerts users if their phone is detected inside the vehicle, addressing common user pain points [1] - The dashcam functionality has been expanded to not only record video but also capture critical driving details such as speed and steering angle, aiding in accident analysis [1] - For pet owners, the new version allows real-time temperature monitoring inside the vehicle when in "dog mode" and includes a door ajar reminder for enhanced safety [1] Group 2: Entertainment Enhancements - Tesla has introduced the "Tesla Photo Booth," transforming the car interior into a social space with customizable outfits and filters for selfies [2] - The "Paint Shop" feature allows users to change the displayed color of their vehicle through the car's UI, along with enhanced holiday light shows and the "Rave Cave" mode, enriching the interaction during parking breaks [2] Group 3: Update Frequency and Strategy - Tesla has maintained a high frequency of over ten OTA updates annually since 2022, optimizing nearly a hundred features, which is crucial for sustaining product competitiveness and user engagement [2]

格隆汇1月1日｜零跑汽车：2025年，零跑全年累计交付达596555台，同比增长103%，保持强劲增长态 势，展现出品牌实力与市场竞争力。12月，零跑汽车全系交付达60423台，同比增长42%。2026年，我 们将继续坚守初心，向"世界级智能电动车企"目标前进。 ...

Core Viewpoint - In 2025, the Chinese electric vehicle market is entering a highly competitive phase, with GAC Aion achieving significant sales growth, particularly with the launch of the Aion i60, which sold over 10,000 units in its first month, contributing to a total monthly sales of 40,066 units in December, marking a new annual sales high [1][12]. Group 1: Product and Market Strategy - The Aion i60, as the first "national extended-range 5-seat SUV," effectively addresses mainstream family users' demands for "high value and low anxiety" travel, lowering the consumption threshold for high-quality electric vehicles [3][5]. - Aion's product matrix is expanding with models like Aion V home and Aion UT super, enhancing sales structure and increasing the proportion of C-end users, indicating a solid market foundation [5][10]. - Aion has introduced the "three responsibilities" policy, addressing user concerns regarding safety, smart applications, and battery life, enhancing user trust and brand responsibility [5][12]. Group 2: User Engagement and Operational Strategy - Aion is transitioning from "car manufacturing" to "co-creating life" through user engagement initiatives like "User Festival," fostering deeper connections with customers in major cities [6][12]. - The company is investing in its charging network, maintaining the highest number of 1000V fast charging stations among car manufacturers, effectively alleviating users' range anxiety [8][12]. Group 3: Quality and Customer Satisfaction - Aion has been recognized as the top brand in the annual China automotive quality rankings for three consecutive years, reflecting its commitment to quality and service [8][9]. - In customer satisfaction surveys, Aion scored 86.39, outperforming many competitors, indicating strong market approval [9]. Group 4: International Expansion and Future Outlook - Aion is solidifying its international presence, with models like AION Y and Aion UT entering European markets, contributing to sales growth [10][12]. - The company is preparing for intensified competition in 2026 by enhancing its product matrix and user operations, supported by the establishment of the Haobo Aion BU for resource integration and optimization [12][14]. - Upcoming product launches, including the Aion N60 and the Haobo A800, are set to diversify offerings and enhance market competitiveness [14][16].