比亚迪李云飞：比亚迪海外年销量首次突破100万辆，同比增长145%。 63,@比亚迪李云飞 ...

2026年1月1日，随着德钦梅里雪山蔚来(09866)换电站正式上线，蔚来滇藏换电路线正式贯通。蔚来滇藏换电路线始于云南昆明，全长超2700公里，沿途19 座换电站串联起大理、丽江、香格里拉、林芝、拉萨、日喀则等重要旅游城市，平均每142公里就有一座换电站。云南用户可经由昆明全程换电抵达珠峰大 本营，全国用户可依托超3670座蔚来换电站，全程换电直达珠峰大本营，获得和加油一样便捷、高效的补能体验。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 香港，2026年1月1日 奇瑞汽車股份有限公司（「本公司」，連同其附屬公司統稱為「本集團」）董事會欣然 宣佈，本集團於二零二五年十二月的五大品牌總銷量為232,308輛汽車，較去年同 期減少約16%。詳細如下： | | | | | | 去年同期 | | | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年同期 | | 今年累計 | 累計 | | | 品牌 | （輛） | （輛） | 同比變動 | （輛） | （輛） | 同比變動 | | 奇瑞 | 157,871 | 168,319 | -6% | 1,700,940 | 1,611,374 | 6% | | 星途 | 10,903 | 12,521 | -13% | 120,369 | 140,959 | -15% | | 捷途 | 48,851 | 66,020 | -26% | 622,590 ...

Core Viewpoint - Tesla Inc. experienced a significant rise in stock value driven by investor enthusiasm for autonomous vehicles, but actual vehicle sales did not meet expectations, indicating a disconnect between investor sentiment and consumer demand [1][2]. Sales Performance - Tesla is expected to report approximately 440,900 vehicle deliveries in the fourth quarter, reflecting an 11% decline year-over-year, with some estimates suggesting a 15% drop [3]. - Analysts' projections for Tesla's vehicle deliveries in 2026 have decreased sharply from over 3 million two years ago to around 1.8 million [4]. Investor Sentiment - Investors are focusing on Tesla's long-term potential rather than short-term sales figures, although concerns about financial headwinds are growing [5]. - Despite challenges, Tesla's stock rebounded significantly, adding over $915 billion in market capitalization within eight months, reaching an all-time high in December [9]. Challenges in Sales - Tesla's vehicle sales faced difficulties due to production line retooling for the redesigned Model Y and backlash against CEO Elon Musk's political involvement [6]. - The company has struggled to convince consumers to adopt its Full Self-Driving (FSD) features, which still require human oversight, and faces allegations of misleading marketing [11]. Competitive Landscape - In China, Tesla's efforts to differentiate itself with driver-assistance features have not been successful, as competitors like BYD and Xiaomi offer similar capabilities as standard [12]. - Analysts predict that BYD will continue to outsell Tesla in battery-electric vehicles globally, marking a fifth consecutive quarter of higher sales [13]. Future Outlook - Tesla is anticipated to face another annual sales decline in 2026, compounded by the cessation of federal tax credits for electric vehicle purchases, which could lead to challenging financial quarters [14]. - Despite these challenges, some analysts see potential benefits in reduced competition from other manufacturers pulling back on EV investments [14]. - Anticipation is building for Tesla's Cybercab, a compact car designed for future regulations, which may help stabilize the company's market position [15][16].

Core Insights - Lantu Automotive reported a cumulative delivery of approximately 150,200 new vehicles in 2025, representing a year-on-year growth of 87% [1] Group 1: Vehicle Launches - In 2025, Lantu launched multiple new models, including the Lantu Dreamer, Lantu Taishan, and Lantu Zhaiguang L, collectively referred to as the "three flagships" [1] - The Lantu FREE+ and the all-new Lantu Zhiyin were introduced as the "SUV twin stars" [1] Group 2: Pricing - The average transaction price for the Lantu Dreamer exceeded 400,000 yuan [1]

每经AI快讯，1月1日，理想汽车-W(02015.HK)发布公告，2025年12月，理想汽车交付新车4.42万辆； 2025年第四季度，理想汽车交付10.92万辆。截至2025年12月31日，理想汽车历史累计交付量为154.02万 辆。 ...

比亚迪：12月汽车销量420398辆。 ...

Core Viewpoint - Great Wall Motors (601633) is projected to achieve a record high in new car sales in 2025, with a total of 1.3237 million units sold, marking a year-on-year increase of 7.33% [1] Sales Performance - Total new car sales are expected to reach 1.3237 million units in 2025, representing a growth of 7.33% compared to the previous year [1] - Sales of new energy vehicles (NEVs) are anticipated to be 403,700 units, reflecting a significant year-on-year increase of 25.44% [1] - Overseas sales are projected to hit 506,100 units, which is an 11.68% increase year-on-year [1] Record Achievements - Both new energy vehicle sales and overseas sales are set to break previous records, indicating strong growth in these segments [1]

格隆汇1月1日｜比亚迪股份(1211.HK)公告，2025年12月新能源汽车产量41.98万辆，销量42.04万辆；本 年累计产量453.74万辆，累计同比增5.42%，累计销量460.24万辆，累计同比增7.73%。 ...

比亚迪：累计汽车销量460万辆。 ...