在中东市场，中国汽车企业也收获颇丰。今年4月，小鹏汽车正式进军巴林市场，与巴林知名汽车集团 Ebrahim K. Kanoo达成战略合作。后者在巴林汽车市场的丰富经验和强大的销售网络为小鹏汽车提供强 有力的支持，引入小鹏G6、小鹏G9、小鹏X9等车型，满足巴林消费者对高品质智能电动汽车的需求。 此次合作标志着小鹏汽车"出海2.0"战略在中东地区实现纵深突破，全球化布局版图进一步扩大。 但与此同时，中国新能源汽车出口仍面临一些挑战。欧盟对华电动汽车反补贴调查背后交织着贸易保护 主义、地缘政治博弈与产业竞争升级三重矛盾。9月10日，墨西哥总统公布了关税改革提案，其中针对 汽车整车和零部件的税率最高达50%。这些因素都将对中国新能源汽车出口产生一定影响。 对此，中国机电产品进出口商会汽车国际化专业委员会秘书长孙晓红表示，中国新能源汽车在全球市场 上的影响力正在不断扩大，这与中国汽车行业的国际化提速有关。虽然出口贸易仍然为当前的主流，但 头部车企纷纷加快了海外本地化生产的步伐，且对海外经营和品牌塑造的理解也日益深刻。（记者 刘 叶琳） 转自：国际商报 8月27日，比亚迪宣布正式进入阿根廷市场，并在阿根廷开启首轮独家预 ...

Core Insights - The automotive industry is experiencing a surge in sales as companies rush to capitalize on the "golden September and silver October" period, with over 70 new models launched in September, predominantly SUVs [1] Group 1: New Energy Vehicle Sales - In September, new energy vehicle companies saw significant sales growth, with Li Auto's deliveries declining while others like Leap Motor, Xpeng, and Xiaomi achieved record numbers [2][3] - Leap Motor's sales reached approximately 66,770 units, marking it as the first new force brand to surpass 60,000 monthly sales [3] - Xpeng delivered 41,670 units in September, a 95% year-on-year increase, with a total of 312,000 units delivered in the first nine months [4] - Xiaomi also broke the 40,000 monthly delivery mark for the first time, indicating strong growth potential [4] Group 2: Company Performance - NIO delivered about 34,700 vehicles in September, a 64% increase year-on-year, with a total of 201,200 units delivered in the first nine months [4] - Li Auto's September deliveries were 34,000 units, showing a 19% month-on-month increase but a nearly 40% decline year-on-year [6] - Zeekr's sales reached 18,300 units in September, with a strong pre-sale performance for its flagship model, the Zeekr 9X [8] - The brand's rapid growth is attributed to its comprehensive product lineup, with the C10 and C16 models leading in their respective categories [3] Group 3: Traditional Automakers - 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] - Great Wall Motors achieved sales of 133,600 units in September, a 23.29% increase, with both new energy and overseas sales reaching new highs [11] - Geely's sales reached 273,100 units in September, a 35% year-on-year increase, with new energy vehicle sales growing by 81.27% [11]

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]

为了征服欧洲这块汽车业的高地，中国企业正在合作一切可以合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽车品牌生态链条。 作者：刘晓林 封图：视觉中国 过去20天，欧洲汽车业的危机感再次达到峰值。以刚结束的慕尼黑车展为标志，中国汽车企业的入欧计划进入相继落地期。9月25日，地平线宣布募资58 亿元，首要用途是扩大海外市场业务；9月26日，小鹏汽车宣布正式进入欧洲五国市场。近几日新消息更多：小米官宣在慕尼黑设立研发中心，宁德时代 被传出准备输送2000人到欧洲造电池…… 在欧洲高关税的倒逼下，中国车企的欧洲本土化在今年全面加速。目前，从生产到销售各环节，各种形式的合作都在快速达成，包括与有着"代工皇帝"之 称的麦格纳达成合作、与博世等全球一级零部件供应商联合开发，以及与欧洲各国头部经销商集团合作进行市场推广等等。为了征服欧洲这块汽车业的高 地，中国企业正在合作一切可以合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽车品牌生态链条。 这些合作，在以轻资产模式打通中国汽车品牌入欧通道的同时，也将开启中国电动智能产品向欧洲市场的输出。与此同时，对欧洲市场的用户教育和技 术"孵化"过程也将正式展开。是接受欧洲 ...

为了征服欧洲这块汽车业的高地，中国企业正在合作一切可以 合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽 车品牌生态链条。 作者：刘晓林 封图：视觉中国 过去20天，欧洲汽车业的危机感再次达到峰值。以刚结束的慕尼黑车展为标志，中国汽车企业的入欧计划进入相继落地期。 9月25日，地平线宣布募 资58亿元，首要用途是扩大海外市场业务；9月26日，小鹏汽车宣布正式进入欧洲五国市场。近几日新消息更多：小米官宣在慕尼黑设立研发中心， 宁德时代被传出准备输送2000人到欧洲造电池…… 在欧洲高关税的倒逼下，中国车企的欧洲本土化在今年全面加速。目前，从生产到销售各环节，各种形式的合作都在快速达成，包括与有着"代工皇 帝"之称的麦格纳达成合作、与博世等全球一级零部件供应商联合开发，以及与欧洲各国头部经销商集团合作进行市场推广等等。为了征服欧洲这块汽 车业的高地，中国企业正在合作一切可以合作的力量，以减少进入欧洲的阻力，快速在欧洲组建中国汽车品牌生态链条。 这些合作，在以轻资产模式打通中国汽车品牌入欧通道的同时，也将开启中国电动智能产品向欧洲市场的输出。 与此同时，对欧洲市场的用户教育和 技术"孵化"过程也将正式展开。是 ...

Core Insights - Multiple new energy vehicle manufacturers reported their September delivery figures, with Leap Motor achieving a record monthly delivery of over 60,000 units for the first time [1][4] - Other brands such as Xiaopeng and NIO also set new monthly delivery records [1] Delivery Performance - Leap Motor delivered 66,657 units in September, marking a year-on-year increase of 97% and a month-on-month increase of 16.8% [2][4] - Hongmeng Zhixing delivered 52,916 units, with a year-on-year growth of 1% and a month-on-month growth of 18.7% [2][5] - Xiaopeng delivered 41,581 units, reflecting a year-on-year increase of 95% and a month-on-month increase of 10.3% [2][5] - NIO's deliveries reached 34,749 units, up 64% year-on-year and 11% month-on-month [2][9] - Li Auto delivered 33,951 units, showing a year-on-year decline of 36.8% but a month-on-month increase of 19% [2][12] Market Overview - The retail sales of narrow passenger vehicles in September are expected to reach 2.15 million units, with a month-on-month growth of 6.5% and a year-on-year growth of 2% [3] - The retail sales of new energy passenger vehicles are projected to exceed 1.25 million units, with a penetration rate anticipated to rise to 58.1%, setting a new historical high [3] Strategic Developments - Leap Motor plans to launch its new model, the Lafa5, in mainland China by Q4 2025, following its global debut at the Munich International Motor Show [5] - Xiaopeng announced a partnership with Magna in Austria for localized production, with plans to produce models like the G6 and G9 [8] - NIO's new brand, Ladao, has contributed to its delivery growth, with the Ladao L90 model achieving significant sales since its launch [12] Competitive Landscape - Leap Motor has maintained its position as the top seller among new energy vehicle manufacturers for seven consecutive months [4] - Xiaopeng's cumulative deliveries for the year reached 313,196 units, reflecting a year-on-year increase of 218% [5] - Li Auto's performance has declined, with a notable drop in year-on-year deliveries, while it aims to stabilize its sales in the high-end electric vehicle market [12]

10月1日，小鹏汽车公布最新交付成绩：2025年9月共交付新车41,581台，同比增长95%，环比增长10%，单月交付首次突破4万台大关，刷新历史纪录；1-9 月累计交付313,196台，同比增长218%。 产品方面，全新小鹏P7第10,000台于9月正式下线，并创下小鹏新产线最快40 JPH（每小时40台）速度；MONA M03单月交付再破万台，上市至今累计交付 超18万台，连续13个月稳居A级纯电轿车头部。2025款小鹏X9在中国香港、泰国市场登顶纯电MPV销量冠军；G6、G9于瑞士、奥地利等地上市，1-9月G6 全系累计交付同比增长74%。AI智能家庭SUV小鹏G7累计交付已超15,000台，本月G7 Ultra车型首次OTA全量推送，新增全场景VLA、NGP、高速人机共 驾、AR-HUD辅助信息等功能。小鹏P7+累计交付突破77,000台，连续10个月蝉联15-20万级中大型纯电轿车销量第一。 国际化布局再提速。9月8日慕尼黑国际车展，小鹏携P7、G6、G9、X9、P7+五款主力车型及人形机器人、飞行汽车、陆地航母模型、SEPA扶摇架构等前沿 科技亮相，并举办"引领AI未来出行"发布会，宣布欧洲首个研 ...

合作网落地 轻资产入欧 考虑到整车出口到欧洲的高成本和合规性风险，本土化生产已成为中国新能源车的必然选择。不过，并 非每家车企都选择在在欧洲自建工厂，最新披露的两起欧洲投产计划都是"借腹生子"的轻资产模式。 其中，零跑借助金主兼合资伙伴斯特兰蒂斯（Stellantis）集团的西班牙工厂进行生产，计划2026年就开 始投产零跑电动车型。小鹏则与欧洲零部件巨头麦格纳合作，利用其奥地利工厂生产小鹏电动车，今年 就将投产G6和G9。有消息称，广汽也正在寻求由麦格纳代工的可能性。 在本土化生产的支持下，小鹏汽车将同时进入欧洲五国，除了将在10月进入的奥地利市场，还将通过与 Hedin集团的合作，进入瑞士。同时，小鹏还将进入匈牙利、斯洛文尼亚和克罗地亚三国，计划通过与 AutoWallis集团和Salvador Caetano集团成立的合资公司来运营。 值得一提的是，小鹏选择的这些合作对象并非首次接触中国品牌，其中，瑞典经销商集团Hedin自2022 年起就与比亚迪合作，在瑞典、德国进行销售。去年8月，Hedin还将其德国子公司出售给比亚迪，包括 多家门店。而AutoWallis和Salvador Caetano也都是深 ...

Group 1 - The overall performance of the new energy vehicle market in September was strong, with many companies achieving record sales, indicating a potential breakthrough in the overall penetration rate of new energy vehicles in the automotive industry [1][2] - BYD's passenger car sales reached 393,060 units in September, with significant contributions from its various brands, indicating a stable monthly sales base of over 300,000 units [2][7] - Geely's new energy vehicle sales were 165,201 units in September, with a total sales volume of 273,125 units, showcasing its strong market presence and growth potential [8][9][13] Group 2 - Changan Automobile reported over 103,000 units in new energy vehicle sales in September, reflecting a clear product strategy across different price segments [14][18] - SAIC-GM-Wuling achieved new energy vehicle sales of 100,593 units, marking a significant milestone for the brand, particularly with its popular models [20] - Leap Motor's sales reached 66,657 units in September, driven by its commitment to technology and successful business model exploration [22] Group 3 - Great Wall Motors sold 45,961 new energy vehicles in September, with a focus on user-centric vehicle development [26][31] - XPeng Motors delivered 41,581 units, marking a significant increase in sales and a strategic focus on expanding into the European market [33] - Xiaomi Motors reported over 40,000 units in deliveries, with efforts to improve production capacity and customer satisfaction [38] Group 4 - NIO delivered 34,749 units in September, with a strong performance from its brands, indicating a positive trend towards profitability [39][46] - Li Auto's deliveries reached 33,951 units, with a focus on expanding its product offerings to meet market demands [48][51] - GAC Aion sold 29,113 units, maintaining stable sales amidst fierce competition [52] Group 5 - Dongfeng Yipai Technology achieved sales of 30,256 units, indicating a positive growth trajectory [53] - BAIC New Energy sold 20,539 units, with a notable contribution from its new model launches [54] - FAW Bestune's new energy vehicle sales reached 16,214 units, reflecting a successful transition towards electrification [59]

中国新能源造车新势力在9月份交出了一份强劲的成绩单，多家车企交付量创下历史新高。 10月1日，最新数据显示，零跑汽车9月交付量首次突破6万台大关，同比增速超过97%。与此同时，极氪科技月交付量站上5万的台阶，小鹏汽车 与小米汽车双双突破4万大关，创历史新高。蔚来公司交付新车34749台，再创历史新高。 理想汽车和岚图汽车也保持了稳健的增长势头。理想汽车9月交付超3万辆，同时理想i6发布并签约易烊千玺。岚图汽车交付量同比劲增52%，再 创历史新高。 这一系列创纪录的数据，标志着中国新能源汽车行业在"金九"销售旺季取得了显著成果。 小鹏与小米：双双突破4万大关，创历史新高 小鹏汽车和小米汽车在9月均跨过了月交付四万台的门槛。 2025年9月，小鹏汽车共交付新车41,581台，同比增长95%，环比增长10%，单月交付量突破4万台，创下历史新高。2025年1-9月，小鹏汽车累计 交付新车313,196台，同比增长218%。 具体车型方面，小鹏MONA M03交付超10,000台，上市至今累计交付超18万台，并且连续13个月交付破万台。 同时，小米汽车在9月的交付量也超过了40000台，成为市场中一股不可忽视的新兴力量 ...