加入轩辕同学 ， 成就新汽车人! 撰文 | 魏 微 编辑 | 张 南 设计 | 甄 尤 美 2025年11月1日，9点、10点、11点、12点……各家车企掐着表排队发布上个月销量数据数据，本以为是常规动作，万万没想到的是，车市来到 2025年第四季度第一个月，"历史新高"竟然成为销量成绩单上出现次数最多的词。 零跑、小鹏、蔚来、北汽新能源、一汽奔腾、领克、奕派科技，都在这个十月收获了单月销量历史新纪录。 如果说以上车企要新车有新车，要爆款有爆款，抓住了车市"金九银十"的机遇，实现了销量突破。那也要看到这背后的车市格局、车企排名座次仍 在不停变动。 比如，同样是月销4万多辆，对于领克来说是整合到极氪科技之后顺理成章的爆发，对于蔚来而言，却仍不是进入安全区的信号。 再比如，对于同样月销3万多辆的车企，理想汽车正面临着至暗时刻，新车产能、交付也面临严峻考验，但对于北汽新能源来说，却意味着军心更 加稳定、冲刺速度更加有力。 《汽车商业评论》在梳理各车企销量时再次感受到，多生孩子好打架的时代已经彻底过去，大单品大爆款已经成为品牌突出重围的密码。 换句话说，N款销量平平的车合起来，也不如一个大爆款产品对车企的正向价值大。 ...

11月1日，小米汽车、理想汽车、小鹏汽车等多家汽车品牌纷纷公布10月交付量数据。 图片来源：小米汽车微博 理想汽车在官微宣布，2025年10月交付了31767辆汽车。 截至2025年10月31日，理想汽车历史累计交付量为1462788辆。 "理想i6上市后销售火爆，订单超过七万台，远超我们的预期。我们正在联合供应商解决产能问题，加快交付进度，感谢大家的耐心等待。 理想增程系列车型正在加快出海进程，10月我们在乌兹别克斯坦开设了海外首家授权零售中心，面向当地市场销售理想L9、理想L7和理想 L6，11月哈萨克斯坦的两家零售中心也将陆续开业。理想汽车会优先拓展中亚、中东、欧洲以及亚太市场，加快自我迭代速度，坚定推进 全球化布局。"理想汽车董事长兼CEO李想说。 图片来源：每日经济新闻 刘国梅 摄 据小米汽车微博， 小米汽车宣布，2025年10月，小米汽车交付量持续超过40000台。 截至2025年10月31日，理想汽车在全国已有551家零售中心，覆盖157个城市；售后维修中心及授权钣喷中心554家，覆盖225个城市。 理想汽车在全国已投入使用3508座理想超充站，拥有19417个充电桩。 智己汽车宣布，10月销售 ...

每经编辑｜段炼 杜宇 11月1日，小米汽车、理想汽车、小鹏汽车等多家汽车品牌纷纷公布10月交付量数据。 据小米汽车微博，小米汽车宣布，2025年10月，小米汽车交付量持续超过40000台。 理想汽车在官微宣布，2025年10月交付了31767辆汽车。 截至2025年10月31日，理想汽车历史累计交付量为1462788辆。 "理想i6上市后销售火爆，订单超过七万台，远超我们的预期。我们正在联合供应商解决产能问题，加快交付进度，感谢大家的耐心等待。理想增程系列 车型正在加快出海进程，10月我们在乌兹别克斯坦开设了海外首家授权零售中心，面向当地市场销售理想L9、理想L7和理想L6，11月哈萨克斯坦的两家 零售中心也将陆续开业。理想汽车会优先拓展中亚、中东、欧洲以及亚太市场，加快自我迭代速度，坚定推进全球化布局。"理想汽车董事长兼CEO李想 说。 截至2025年10月31日，理想汽车在全国已有551家零售中心，覆盖157个城市；售后维修中心及授权钣喷中心554家，覆盖225个城市。理想汽车在全国已投 入使用3508座理想超充站，拥有19417个充电桩。 智己汽车宣布，10月销售13159台。上汽旗舰智己LS9将于11 ...

每经编辑|杜宇 11月1日，小米汽车、理想汽车、小鹏汽车等多家汽车品牌纷纷公布10月交付量数据。 图片来源：每日经济新闻 刘国梅 摄 据小米汽车微博，小米汽车宣布，2025年10月，小米汽车交付量持续超过40000台。 图片来源：小米汽车微博 理想汽车在官微宣布，2025年10月交付了31767辆汽车。截至2025年10月31日，理想汽车历史累计交付量为1462788辆。 "理想i6上市后销售火爆，订单超过七万台，远超我们的预期。我们正在联合供应商解决产能问题，加快交付进度，感谢大家的耐心等待。理想增程系列车 型正在加快出海进程，10月我们在乌兹别克斯坦开设了海外首家授权零售中心，面向当地市场销售理想L9、理想L7和理想L6，11月哈萨克斯坦的两家零售 中心也将陆续开业。理想汽车会优先拓展中亚、中东、欧洲以及亚太市场，加快自我迭代速度，坚定推进全球化布局。"理想汽车董事长兼CEO李想说。 截至2025年10月31日，理想汽车在全国已有551家零售中心，覆盖157个城市；售后维修中心及授权钣喷中心554家，覆盖225个城市。理想汽车在全国已投入 使用3508座理想超充站，拥有19417个充电桩。 智己汽车宣布， ...

Core Viewpoint - The article discusses the newly launched Changan Qiyuan A06, highlighting its features, pricing, and customer feedback during the pre-sale phase [1]. Pricing and Availability - The new car arrived at the dealership on October 1, with only 2 units available: one pure electric version priced at 159,900 yuan and one range-extended version whose price is yet to be announced [2][3]. - The pre-sale price for the pure electric version ranges from 119,900 to 159,900 yuan, with pre-sale ending on October 28. Customers can place a small deposit of 199 yuan to receive a discount of 2,000 yuan or a larger deposit of 1,999 yuan for a discount of 4,000 yuan [4]. - Additional discounts of 1,000 yuan are available for civil servants and other specific professions [5]. Customer Interest and Feedback - An average of 2-3 customer groups visit the dealership daily, primarily aged between 25-30, which differs from the manufacturer's target demographic of 30-40 years [9]. - Customers are attracted to the car's aesthetics and features but express concerns about the pricing being on the higher side [9][12]. Competitive Analysis - Customers compare the A06 with competitors such as Xiaopeng MONA M03, BYD Qin L, and Nissan N7, with a notable focus on the BYD Qin L due to proximity [11]. - Advantages of the A06 include a more stylish appearance and faster charging capabilities with its 800V high-voltage platform and 6C fast charging [12]. - Disadvantages include the high pre-sale price and the new model's lesser-known brand recognition [12]. Sales and Financing Options - The dealership offers financing options during the pre-sale period, including a 0% interest loan for amounts up to 100,000 yuan over 24-36 months [19]. - The current market for new energy vehicles remains stable, with limited price reductions expected, making it a reasonable time for interested customers to place orders [20]. Sales Insights - Sales staff, primarily from the post-90s and post-00s generations, find the new model appealing and believe it has significant potential in the market [14]. - The car's dimensions and features, such as a 656L dual-layer trunk and 145° electric zero-pressure rear seats, are highlighted as key selling points [15].

高速路领航辅助驾驶、城市NOA等智驾功能不仅成为新能源车主"减负"的得力工具，也为降低城市拥 堵、提升交通效率带来新的希望。而智能座舱中的语音交互，卫星通信等技术的应用，则为用户长途驾 驶带来更多乐趣。数据显示，今年1～7月，我国乘用车市场中L2级辅助驾驶渗透率达到62％，在北上 广等大型城市，这一比例甚至达到70％。 来源：中国汽车报 国家能源局日前发布的数据显示，从10月1日零时至10月8日24时，全国高速公路新能源汽车充电次数共 计516.9万次，总充电量达到12287.32万千瓦时，日均充电量1535.91万千瓦时，是今年平日的2.59倍，比 今年"五一"假期增长23.61％，比去年国庆假期增长45.73％，创历史新高。 新能源汽车用电量增长的背后，不仅是新能源汽车数量的快速增长，更反映出产品技术水平、使用便利 和消费者接受度的极大提升。 工信部数据显示，今年1～8月，新能源汽车销售962万辆，同比增长36.7％，新能源汽车新车销量达到 新车总销量的45.5％。有预测称，今年我国新能源汽车销量有望达到1600万辆，有望超过去年，在新车 市场中占比过半，角色将从市场的"生力军"转变为"主力军"。同时，新 ...

Core Insights - The rapid growth of electric vehicle (EV) usage in China is highlighted by record charging statistics during the National Day holiday, with 5.169 million charging sessions and a total charging volume of 12.28732 million kilowatt-hours, marking a 45.73% increase compared to last year's holiday [1] - The sales of new energy vehicles (NEVs) reached 9.62 million units from January to August, representing a year-on-year growth of 36.7%, with NEVs accounting for 45.5% of total new car sales [1] - The export market for NEVs is also thriving, with 1.532 million units exported from January to August, reflecting an impressive growth of 87.3% [2] Charging Infrastructure and Technology - The average daily charging volume during the holiday was 15.3591 million kilowatt-hours, which is 2.59 times higher than the average on regular days this year, indicating significant improvements in charging infrastructure and technology [1] - Advances in battery technology, particularly lithium iron phosphate batteries, have led to over 80% of new energy vehicles using these safer options, with major international companies like Tesla incorporating them into their supply chains [2] - The range of mainstream pure electric vehicles has increased significantly, with some models now exceeding 1000 kilometers on a single charge, thanks to innovations in fast-charging technologies [2] Social and Environmental Impact - The growing adoption of NEVs is contributing to energy conservation and emission reduction, aligning with China's dual carbon goals, as local governments integrate charging infrastructure with renewable energy sources [3] - Vehicle-to-grid (V2G) technology is gaining traction, allowing EVs to feed electricity back to the grid during peak demand, which could significantly enhance energy supply management [4] - NEVs are transforming lifestyles, offering features that enhance outdoor experiences and leisure activities, thus bridging technological advancements with societal needs [4] Conclusion - The surge in NEV usage during the National Day holiday not only showcases their multifaceted social value but also emphasizes their role in stimulating consumer activity and promoting a green transition in society [5]

Core Insights - The new energy vehicle market in China is experiencing a mixed performance, with Leap Motor achieving significant growth while Li Auto faces challenges in meeting its delivery targets [1][9][12]. Group 1: Leap Motor Performance - Leap Motor delivered 66,700 vehicles in September, marking a year-on-year increase of over 97%, setting a new monthly sales record for new energy vehicle startups in China [1][3]. - For the first nine months of 2025, Leap Motor's total deliveries reached 395,500 units, representing a year-on-year growth of 128.8% [4]. - The company celebrated the production of its one-millionth vehicle in September 2025, highlighting its rapid growth trajectory [4]. Group 2: Li Auto Challenges - Li Auto's September deliveries were 34,000 units, a year-on-year decline of 36.8%, placing it sixth among new energy vehicle startups [11]. - Cumulatively, Li Auto delivered 297,100 vehicles in the first nine months of 2025, down 13.07% year-on-year, and only achieved 46.42% of its revised annual target of 640,000 units [12][14]. - The company has adjusted its sales target from an initial 700,000 units to 640,000 units for 2025, indicating difficulties in meeting market expectations [14]. Group 3: Other Competitors - NIO reported a 64% increase in September deliveries, totaling 34,700 vehicles, with cumulative deliveries reaching 872,800 units [8]. - Xpeng Motors delivered 41,600 vehicles in September, achieving a year-on-year growth of approximately 95%, with a total of 313,200 units delivered in the first nine months of 2025, up about 218% [7]. - Hongmeng Zhixing delivered 52,900 vehicles in September, with a total of over 950,000 units delivered, and reported a record high of over 110,000 new car orders in September [6].

Core Insights - The article discusses the significant changes in the electric vehicle (EV) market during the "Golden September and Silver October" sales period, highlighting the competitive landscape among new energy vehicle brands in China [2][25]. Delivery Performance - The top three brands in terms of delivery volume are Li Auto, Xiaopeng, and Aion, with Li Auto delivering 66,657 units, a year-on-year increase of 97% [4][5]. - Xiaopeng achieved a record delivery of 41,581 units, marking a 95% year-on-year growth, while Aion's deliveries fell by 19% [4][5]. - Xiaomi's deliveries exceeded 40,000 units for the first time, showing a remarkable 300% year-on-year increase [4][5]. - NIO ranked fifth with 34,749 units delivered, reflecting a 64% year-on-year growth, while Li Auto ranked sixth with 33,951 units, down 37% year-on-year [4][5]. Market Dynamics - The article indicates that traditional automakers' EV brands are growing but struggle to pose a significant threat to the top six new energy brands [6]. - The monthly delivery threshold for leading brands has risen to 40,000 units, creating challenges for brands that cannot meet this benchmark [6]. Brand Strategies - Li Auto's strategy focuses on offering competitive pricing and features in mainstream models, which has resonated with cost-conscious consumers [9]. - Xiaopeng's growth was driven by aggressive promotional financing policies, including zero-interest loans and substantial trade-in subsidies [12]. - Aion's decline suggests a need for reevaluation of its market strategy, while BYD's sub-brand Fangchengbao saw a 345% increase in deliveries, indicating successful market penetration [5][6]. Emerging Trends - The article notes the increasing importance of production capacity, as Xiaomi's recent surge in deliveries was attributed to improved production capabilities [16]. - The introduction of new models, such as NIO's M7, is expected to bolster sales and strengthen market positioning in the high-end segment [13][14]. - The competitive landscape is evolving, with traditional luxury brands beginning to take the EV market seriously, as evidenced by the launch of new models like the Mercedes-Benz electric CLA [26]. Future Outlook - The article suggests that the future of the EV market will be characterized by technological advancements, increased competition from traditional automakers, and a need for brands to differentiate themselves through innovation and multi-brand strategies [27].

Core Viewpoint - The automotive market in September saw significant activity with nearly 80 new models launched, leading to record sales for several companies, particularly in the new energy vehicle sector [2]. Group 1: BYD - In September, BYD achieved total sales of 396,270 vehicles, a year-on-year decline of approximately 5.52% but a month-on-month increase of about 6.06% [3]. - Cumulatively, BYD sold 3.26 million vehicles from January to September, representing a year-on-year growth of 18.64% [3]. - Overseas sales of passenger cars and pickups reached 70,851 units in September, marking a year-on-year increase of 107% [3]. Group 2: SAIC Motor - SAIC Motor's sales for September included over 97,000 units from the Roewe and MG brands, a year-on-year increase of over 52% [4]. - The sales of Zhiji Automotive reached 11,107 units in September, a month-on-month increase of 81.8%, setting a brand record [4]. - The total sales for SAIC Volkswagen in September were 91,300 units, with a month-on-month growth of 1.4% [4]. Group 3: China FAW Group - In September, China FAW Group sold over 302,000 vehicles, a year-on-year increase of 6.3% [5]. - The Hongqi brand saw cumulative sales of 340,000 units, with a year-on-year growth of 8.8% [5]. - The sales of the new energy segment under the Benni brand increased by 164.5% year-on-year [5]. Group 4: Chery Group - Chery Group sold 280,469 vehicles in September, a year-on-year increase of 14.7% [5]. - The group’s new energy vehicle sales reached 91,590 units in September, a year-on-year increase of 55.4% [5]. - Cumulatively, Chery Group surpassed 2 million vehicle sales in 2023, achieving this milestone at the fastest pace in its history [5]. Group 5: Geely Automobile - Geely's September sales reached 273,125 vehicles, a year-on-year increase of 35% [6]. - The total sales for Geely from January to September reached 2.17 million units, a year-on-year growth of 46% [6]. - Geely's new energy vehicle sales in September were 165,201 units, with a year-on-year increase of 81% [6]. Group 6: Changan Automobile - Changan's total sales in September were 266,000 vehicles, a year-on-year increase of 25% [7]. - New energy vehicle sales reached 103,000 units, marking a year-on-year increase of 87% [7]. - The sales of the Deep Blue brand reached 33,626 units in September, a year-on-year increase of 48.1% [7]. Group 7: Great Wall Motors - Great Wall Motors sold 133,639 vehicles in September, a year-on-year increase of 23.29% [8]. - The sales of Great Wall's new energy vehicles reached 45,961 units, a year-on-year increase of 52.55% [8]. - Cumulatively, Great Wall Motors sold 923,358 vehicles from January to September, a year-on-year growth of 8.15% [8]. Group 8: Dongfeng Motor - Dongfeng's sales in September reached 157,000 vehicles, a year-on-year increase of 1.3% [9]. - The sales of the Yipai brand reached 30,256 units, a year-on-year increase of 15.8% [9]. - The Lantu brand delivered 15,224 vehicles in September, a year-on-year increase of 52% [9]. Group 9: GAC Group - GAC's Aion brand sold 29,113 vehicles in September, a month-on-month increase of 7.65% [10]. - Aion's sales in Portugal marked the brand's entry into the European market [10]. Group 10: New Energy Vehicle Startups - Leap Motor achieved a record monthly delivery of approximately 66,700 vehicles in September, a year-on-year increase of 97% [10]. - XPeng Motors delivered about 41,600 vehicles in September, a year-on-year increase of 95% [11]. - Xiaomi Motors also surpassed 40,000 deliveries in September, exceeding the figures of Li Auto and NIO [12].