2月1日，造车新势力零 跑、理想、蔚来和小鹏先后发布1月交付量。其中， 二 家车企实现同 比增长，但 相较于去年12月，交付表现出现 明显下滑。 "因为年初是传统的市场淡季，再叠加去年底免征车辆购置税政策的截止，提前透支了一部分需求，导致今年市场大盘下滑幅度整体比较 大。"一位新势力车企负责人对财联社记者表示。 | | | | 部分造车新势力2026年1月交付情况(单位:辆) | | | | | --- | --- | --- | --- | --- | --- | --- | | | 2026年1月 | 2025年12月 | 同比 | 环比 | 2026年累计 | 累计同比 | | 零跑汽车 | 32,059 | 60.423 | 27.37% | -46.94% | 32,059 | 27.37% | | 理想汽车 | 27,668 | 44,246 | -7.55% | -37.47% | 27,668 | -7.55% | | 蔚来汽车 | 27,182 | 48.135 | 96.08% | -43.53% | 57,109 | 96.08% | | 其中:NIO | 20,894 | 31.897 ...

以下文章来源于36氪汽车 ，作者肖漫 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 理想面临一场"守擂"硬战。 文 ｜ 肖漫 编辑 ｜ 李勤 杨轩 来源｜ 36氪汽车（ID：EV36kr） 封面来源 ｜ 视觉中国 2025年负增长的理想汽车，计划在2026年发起绝地反击。他们的第一目标就是加固增程和高端市场的基本盘。 市场消息预测，理想汽车已经为2026年初步制定了约40%的增长计划，也即对应约55万辆销量任务（去年约41万辆）。 这与其他车企给出的增长趋势相对接近。36氪汽车此前在报道中指出，小鹏将在2026年冲击55万-60万销量目标；蔚来李斌也曾表示销量年增长率要达到 40%-50%，意味着2026年将锚定45万辆的目标；即使是一路高歌猛进的小米汽车，2026年的销量目标也定在55万辆。 围绕全新的销量目标，理想正在重新聚焦其最具确定性的业务基础，整体战略方向是"2026年重回增程产品领先地位"。 而在智能化层面，理想自研智驾芯片M100即将首次上车L9，"这在内部已经成了死命令"。智能座舱方面，前排屏幕将升级为大连屏，软件层面提升可玩 性与实用性，座舱芯片也将切换至高通新一代 ...

Core Viewpoint - Xiaopeng Motors is increasingly positioning itself as an AI company, focusing on software and AI capabilities rather than just hardware in its new vehicle releases [6][8]. Group 1: New Vehicle Launches - On January 8, 2026, Xiaopeng launched four new models: P7+, G7 extended range version, 2026 G6, and 2026 G9, all featuring self-developed Turing AI chips [6][7]. - The new models will utilize Xiaopeng's second-generation VLA model, enabling basic Level 4 (L4) assisted driving capabilities [6][7]. - The Turing chip in the MAX version has an effective computing power of 750 TOPS, while the Ultra SE version uses two Turing chips for intelligent driving, and the Ultra version uses three chips [7]. Group 2: Strategic Focus on AI - Xiaopeng's CEO emphasizes that the value of AI will surpass traditional performance upgrades, with software's contribution to vehicle value expected to rise from 10% to 50% over the next decade [8][14]. - The company is committed to developing both the models and the software for chips, believing that the best AI companies will choose to customize their chips [17]. Group 3: Market Position and Sales Strategy - Xiaopeng has sold over 400,000 vehicles in the past year, showing significant growth, and plans to expand its product lineup with multiple new models in 2026 [10][24]. - The company aims to enhance its global supply chain and channel management, with plans to expand into more countries and regions [9][10]. Group 4: Future Outlook and Challenges - The CEO predicts that 2026 will be a pivotal year for the automotive industry, with a significant shift towards AI integration in vehicles [14][20]. - Xiaopeng is aware of the competitive landscape in the Chinese automotive market and acknowledges the uncertainties associated with its AI strategy [7][8].

Core Viewpoint - Xiaopeng Motors' CEO He Xiaopeng believes that 2026 will mark the true beginning of fully autonomous driving in both China and the U.S., positioning the company to transition from an automotive manufacturer to a physical AI enterprise [1] Group 1: Company Strategy and Performance - Xiaopeng Motors has undergone a three-year internal restructuring, focusing on cost reduction and efficiency, with a return to core automotive manufacturing principles [1] - In 2022, Xiaopeng Motors delivered 429,000 vehicles globally, a 126% year-on-year increase, surpassing competitors like Li Auto and Xiaomi, making it the second-largest among new car manufacturers [1] - The company plans to launch seven range-extended models this year, including the P7+ and G7 range-extended versions, which maintain pricing below 200,000 yuan [13] Group 2: Technological Advancements - He Xiaopeng emphasizes the rapid evolution of AI technology, predicting that software capabilities will increase from 10% to 50% of vehicle value over the next decade, significantly altering transportation methods [5] - The second-generation VLA (Vision-Language-Action) model, which eliminates the "language translation" step, is expected to enhance the vehicle's ability to respond to real-world interactions, improving decision-making in unfamiliar scenarios [6] - Xiaopeng Motors' self-developed Turing chip has begun mass production, with the new models featuring varying configurations of this chip to support advanced AI functionalities [10] Group 3: Market Challenges and Consumer Behavior - Despite advancements, the market perception of AI in vehicles has not yet aligned with the technological vision, as consumers remain focused on practical factors like range and cost-effectiveness [11] - The dual sales strategy of range-extended and pure electric vehicles may complicate the company's manufacturing and supply chain processes, potentially leading to brand confusion among consumers [14] - The market for range-extended vehicles is projected to decline, with a 1.1% drop in wholesale sales expected by 2025, indicating a shift in consumer preference towards pure electric vehicles [13]

Core Viewpoint - The article highlights the recent developments in the electric vehicle (EV) market, focusing on new model launches, company collaborations, and government initiatives to promote green consumption in the automotive sector [2][3][111]. New Car Launches - The new XPeng P7+ was launched with a price range of 186,800 to 198,800 yuan, offering both pure electric and extended range versions [3][11]. - The XPeng G6 was introduced at a price of 176,800 to 186,800 yuan, maintaining the design of its predecessor [13][20]. - The XPeng G7 extended range version is priced between 195,800 and 205,800 yuan, featuring upgraded technology and design [21][30]. - The XPeng G9 was launched with a price range of 248,800 to 278,800 yuan, showcasing new color options and advanced features [32][39]. - BYD's new Qin PLUS DM-i is priced at 79,800 to 99,800 yuan, maintaining its design while enhancing battery capacity [42][57]. - The BYD Qin L DM-i was launched at 96,800 to 126,800 yuan, featuring improved battery specifications [48][55]. - The BYD Song Pro DM-i was introduced at a price of 99,800 to 127,800 yuan, focusing on battery upgrades [59][65]. - The new Xiaomi SU7 is available for pre-sale at 229,900 to 309,900 yuan, with significant upgrades in technology and design [66][75]. - The Geely Galaxy V900 is set for pre-sale at 319,800 to 389,800 yuan, featuring a spacious interior and advanced powertrain [76][86]. Company Dynamics - BAIC Arcfox has partnered with Sinopec Kunlun Network Electric to enhance charging network services, with the first batch of charging stations already operational in Beijing [87][91]. - BMW Group announced a target of delivering 2,463,715 vehicles globally by 2025, with a focus on increasing electric vehicle sales [92][93]. - Porsche and Bentley have announced recalls for specific models due to safety concerns, highlighting ongoing quality control measures in the luxury automotive sector [97][100]. - NIO celebrated the production of its one millionth vehicle, marking a significant milestone in its growth trajectory [107][110]. Government Initiatives - The Ministry of Commerce and nine other departments have issued a notice to promote green consumption in the automotive sector, supporting the purchase of new energy vehicles [111][114]. - The initiative aims to strengthen the automotive industry chain and explore potential in the used car market, car rentals, and other related sectors [112][114].

Industry Regulation and Market Dynamics - The Ministry of Industry and Information Technology, along with other departments, held a meeting to regulate the competition order in the power and energy storage battery industry, highlighting rapid development and competitive advantages but also irrational behaviors like blind construction and price competition that need to be addressed [1] - The Secretary-General of the Passenger Car Association stated that by 2025, promotions and price reductions in the passenger car industry will return to rationality, with a notable improvement in market order, as the number of price reductions for various vehicle types has decreased compared to the previous year [1] Automotive Innovations and Developments - XPeng Motors launched four new models, including the new XPeng G6 and G9 electric versions, and plans to scale production of humanoid robots and flying cars this year [2] - Geely Auto received an L3 autonomous driving road test license for its Zeekr 9X model, covering an area of 9,224 square kilometers in Hangzhou, including over 1,500 kilometers of dual-direction expressways [3] - BYD introduced new models of the Qin L DM-i, with a starting price of 116,800 yuan and a pure electric range of 210 kilometers, along with a limited-time tax exemption for new energy vehicle purchases [4] Strategic Partnerships and Financial Support - The Taizhou Municipal Government signed a strategic cooperation framework agreement with Geely Holding Group to enhance investment and industrial layout, aiming to establish Taizhou as a high-end new energy vehicle manufacturing base [5] - XPeng Motors secured a 10 billion yuan financing support commitment from the Industrial and Commercial Bank of China, Guangdong Branch, for the next five years [6] Sales Performance and Market Trends - Jianghuai Automobile reported a total sales volume of 384,100 vehicles for 2025, reflecting a year-on-year decline of 4.72%, while December sales showed a significant increase of 42.24% [7] - Tesla announced the production of its 5 millionth electric drive system at its Shanghai Gigafactory, marking a significant milestone in its manufacturing capabilities [8]

Core Viewpoint - The article highlights the launch of several new electric vehicle models from Xiaopeng and BYD, emphasizing their competitive pricing and advanced features in the electric vehicle market [1][38]. Group 1: Xiaopeng New Models - The new Xiaopeng P7+ was launched with a price range of 186,800 to 198,800 yuan, offering both pure electric and extended range versions [1][3]. - The P7+ features a design with frameless doors, hidden door handles, and a new active grille, with dimensions of 5071mm in length, 1937mm in width, and 1512mm in height, positioning it as a mid-large vehicle [5]. - The interior includes new color options, an upgraded 8.8-inch instrument panel, and a 29-inch HUD, along with advanced features like AI predictive functions and a high-voltage platform [7]. - The powertrain options for the pure electric version include 180kW and 230kW motors with battery capacities of 61.7kWh and 74.9kWh, offering a CLTC range of 615km and 725km respectively [9]. Group 2: Xiaopeng G6 and G7 Launches - The Xiaopeng G6 was launched at a price of 176,800 to 186,800 yuan, featuring a design similar to the current model and dimensions of 4758mm in length, 1920mm in width, and 1650mm in height [11][14]. - The G6 includes a 15.6-inch floating central control screen and offers a CLTC range of 625km with a 218kW motor and a 68.5kWh battery [18]. - The Xiaopeng G7 extended range version is priced between 195,800 and 205,800 yuan, maintaining a similar design to the current model and offering a CLTC range of 602km to 702km [20][27]. Group 3: Xiaopeng G9 Launch - The Xiaopeng G9 was launched with a price range of 248,800 to 278,800 yuan, featuring a new design with a moonlight matte silver color and dimensions of 4891mm in length, 1937mm in width, and 1670mm in height [28][30]. - The G9 includes advanced features such as a dual-screen setup and a high-voltage platform, with powertrain options offering a range of 625km to 725km [35]. Group 4: BYD New Models - The new BYD Qin PLUS DM-i was launched at a price range of 79,800 to 99,800 yuan, maintaining a similar design to the current model with dimensions of 4780mm in length, 1837mm in width, and 1515mm in height [38][40]. - The Qin PLUS DM-i features a powertrain with a 74kW 1.5L engine and a 120kW motor, offering a CLTC range of 128km to 210km [44]. - The BYD Qin L DM-i was also launched with a price range of 96,800 to 126,800 yuan, featuring similar design elements and a powertrain that includes a 74kW engine and options for 120kW and 160kW motors [46][53]. - The upgrades in battery capacity for both models aim to meet the requirements for tax exemptions while enhancing the electric driving range without increasing prices, showcasing BYD's strong technological capabilities [55].

Group 1 - Geely Auto has obtained the L3 autonomous driving road test license in Hangzhou, covering an area of 9,224 square kilometers, including over 1,500 kilometers of dual-direction expressways, making it the largest in the country [2] - Faraday Future announced a cumulative production and sales target of 400,000 to 500,000 vehicles over the next five years, focusing on the FX Super One and FX 4 models, with a goal of achieving positive operating cash flow and a gross margin exceeding 20% [2] - XPeng Motors launched four new models, including the new XPeng G6 and G9, and plans to scale production of humanoid robots and flying cars, aiming for global deliveries of 429,000 vehicles by 2025, a 126% increase year-on-year [2] Group 2 - Chinese automotive brands are performing well in Ecuador, with a projected new car sales volume of 124,500 units in 2025, a 15% increase from the previous year, and BYD's sales expected to grow by 243.1% [3] - The report indicates that electric vehicle sales in Ecuador will reach 4,276 units in 2025, a 202% increase, with significant growth in hybrid vehicle sales from brands like Dongfeng and Great Wall [3]

Core Insights - Xiaopeng Motors (XPEV.US) saw a pre-market increase of nearly 2%, reaching $20.27 per share [1] Group 1: New Product Launch - Xiaopeng Motors held its 2026 global product launch event, introducing four new vehicles: the new Xiaopeng G6 electric version, the new Xiaopeng G9 electric version, the Xiaopeng G7 range-extended version, and the Xiaopeng P7+ in both electric and range-extended versions [1] - The CEO of Xiaopeng Motors, He Xiaopeng, announced that all four new models will feature the company's second-generation VLA (Vision-Language-Action) large model, which is the industry's first physical world large model capable of achieving L4 level initial capabilities [1] Group 2: Future Developments - Xiaopeng Motors is set to implement physical AI and scale production this year, which includes the operation of Robotaxi services, mass production of humanoid robots, and flying cars [1]

Core Insights - Xpeng Motors launched four new vehicles, including the new Xpeng G6 electric version, new Xpeng G9 electric version, Xpeng G7 range-extended version, and Xpeng P7+ in both electric and range-extended versions [1] - CEO He Xiaopeng announced that all four new models will feature the second-generation VLA (Vision-Language-Action) large model, which is the industry's first physical world model achieving L4-level initial capabilities [1] - In 2025, Xpeng Motors aims to deliver 429,000 vehicles globally, representing a year-on-year growth of 126% [1] - Xpeng has entered 60 countries and regions globally, with total deliveries of 45,000 vehicles in overseas markets [1] Product Launch - The four new models include: - New Xpeng G6 electric version - New Xpeng G9 electric version - Xpeng G7 range-extended version - Xpeng P7+ in both electric and range-extended versions [1] Technology Advancement - The second-generation VLA model will enable advanced features in the new vehicles, marking a significant technological advancement in the industry [1] - The company plans to operationalize Robotaxi services and scale production of humanoid robots and flying cars this year [1]