乘联分会：8月全国新能源乘用车厂商批发销量130万辆，同比增长24% 据乘联分会预估，8月全国新能源乘用车厂商批发销量130万辆，同比增长24%，环比增长10%；今年1-8 月累计批发893万辆，同比增长34%。 特斯拉Model Y L全国首批交付启动 9月2日，特斯拉官方微博宣布，Model Y L正式开启全国首批交付，新车33.9万元起售。 蔚来：第二季度营收190.1亿元，同比增长9.0% 9月2日，蔚来发布2025年二季度财报。蔚来公司二季度交付72056台，同比增长25.6%，环比增长 71.2%。二季度营收190.1亿元，同比增长9.0%，环比增长57.9%。二季度综合毛利率10.0%，现金储备 272亿元，研发投入30.1亿。三季度交付指引87000台至91000台，同比增长40.7%至47.1%，三季度营收 指引218.1亿元至228.8亿元。 极氪朱凌调任沃尔沃，任亚太区运营负责人 据蓝鲸财经，据沃尔沃内部知情人士处消息，朱凌已加盟沃尔沃，担任亚太区运营负责人。据悉，朱凌 此前为极氪科技集团副总裁、领克品牌产品组长，今年8月26日，其曾通过社交媒体发文透露，接下来 由于工作岗位的变动，不再 ...

Core Insights - SAIC-GM-Wuling achieved a total sales volume of 126,413 units in June 2025, representing a year-on-year increase of 32.1%. The sales of new energy vehicles reached 70,357 units, up 73.8% year-on-year [1] - In the first half of the year, the company's global cumulative sales reached 764,544 units, a growth of 18.3%, with new energy vehicle sales totaling 413,314 units, maintaining over 50% year-on-year growth for six consecutive months [1] - The company exported 125,539 units in the same period, marking a 17.1% increase, with new energy vehicle exports growing over 200% for three consecutive months [1] Wuling Red Label - Wuling Red Label recorded cumulative sales of 309,928 units in the first half of the year, a year-on-year increase of 10.4%. New energy vehicle sales reached 66,289 units, surging 293%, with sales proportion exceeding 23% for three consecutive months [4] - Specific models include the Wuling Yangguang family with cumulative sales of 28,580 units and the Wuling Hongguang family with 66,761 units, reflecting a growth of 45.7% [4] Wuling Silver Label - Wuling Silver Label achieved cumulative sales of 311,537 units in the first half of the year, up 27.4%. The Hongguang MINIEV family sold 171,064 units, a growth of 105.4%, surpassing 1.6 million cumulative sales [6] - The Bingguo family recorded 95,209 units sold, increasing by 33.1%, while the Xingguang family reached cumulative sales of 27,230 units [6] Baojun Automotive - Baojun Automotive's cumulative sales in the first half of the year reached 17,540 units, a year-on-year increase of 25.7%, maintaining growth for five consecutive months [8] - The brand focuses on technology application, with the Baojun Xiangjing premium version serving various governmental scenarios [8] Globalization Strategy - SAIC-GM-Wuling is actively expanding its overseas market presence, with products now available in 104 countries and regions. In June, the company exported 25,589 units, a 50.3% increase, with new energy vehicle exports reaching 8,448 units, also growing over 200% for three consecutive months [9] - The company aims to enhance its core competitiveness through a focus on "electrification, digitalization, and globalization" amid intense market competition [11] - The company has initiated local production and supply chain strategies in Indonesia and is exploring partnerships in Malaysia and Brazil to further its regional integration strategy [11]