【DT新材料】 获悉， 8月1日，新能源车企相继发布7月交付量或销量。其中，新势力车企交付排名中， 零跑汽车、小鹏汽车、理想汽车 交付量位居 前列。其中，零跑汽车稳居第一，7月交付突破5万辆，小鹏汽车交付量超过理想汽车，位居第二。 具体来看： 7月， 比亚迪 新能源汽车销量34.43万辆；今年以来累计销量249.03万辆，同比增长27.35%， 环比下降8.8%，这是公司。1-7月累计汽车销量249万 辆，同比增长27%。 7月， 零跑汽车 交付新车5.01万辆，同比增长超126%， 这是零跑汽车单月交付首次突破5万辆，并连续5个月稳居新势力月交付领先位置 。7月，零跑 汽车发布了全新C11、以及B系列首款轿车B01。其中，B01上市7天，便取得了1万辆量产下线的亮眼成绩。 7月， 极氪科技 销量44193台，同比增长19.7%，环比增长2.7%。其中，极氪品牌7月销量16977台，领克品牌7月销量27216台。 近日， 吉利控股 集团 宣布，旗下吉利汽车将与极氪合并， 极氪将成为公司的全资附属公司，并于纽交所退市，极氪股份将自动注销。 说明： 本文部分素材来自于网络公开信息，由作者重新编写，系作者个人观点， ...

比亚迪：销售344296辆 8月1日，多家企业公布新能源汽车销量数据。零跑汽车月销量首次突破5万辆，小鹏汽车创下单月交付量历史新高，小米汽车交付量也再上新台阶，单月 交付超过3万辆。此外，上汽通用五菱、岚图、智己环比均实现增长。 | 变亦/智能 | 销量(辆) | | --- | --- | | 比亚迪 | 344296 | | 上汽通用五菱 (新能源) | 73901 | | 零跑 | 50129 | | 小鹏 | 36717 | | 理想 | 30731 | | 小米 | 30000+ | | 深蓝 | 27169 | | 广汽埃安 | 26557 | | 蔚来 | 21017 | | 极氪品牌 | 16977 | | 岚图 | 12135 | | 阿维塔 | 10062 | | 极狐 | 9436 | | 智己 | 7027 | | 鸿蒙智行 | 47752 | 比亚迪7月销量为344296辆，较去年同期的342383辆有所增长；乘用车及皮卡海外销售80178辆，同比增长159.5%。其中，王朝/海洋销售315136辆，方程 豹销售14180辆，腾势销售11375辆，仰望销售339辆。集团本年累计销量为 ...

编辑丨安安 8月1日，部分新势力车企陆续公布7月交付数据。 零跑再次登顶新势力交付榜第一，交付50129台，同比增长超126%，这也是其首次月销突破5万台；鸿蒙智行稳居第一阵营，全系销量达到47752辆；小鹏以 36717台的交付成绩跃升至第一阵营，排名第三。 理想7月交付新车30731辆，同比下滑约40%；小米依旧未公布具体数量，仅称交付超30000辆；深蓝交付27169辆，同比增长62%；蔚来难以挤进第二梯队， 交付量徘徊在2万台左右，为21017台，同比增长2.53%。 作者丨彭鑫 | 品牌名称 | 7月交付量 (辆) | 同比增幅(%) | | --- | --- | --- | | 零跑 | 50129 | 126% | | 鸿蒙智行 | 47752 | 8.30% | | 小鹏 | 36717 | 229% | | 理想 | 30731 | -40% | | 小米 | 30000+ | 1 | | 深蓝 | 27169 | 62% | | 蔚来 | 21017 | 2.53% | | 极気 | 16977 | 8.40% | | 岚图 | 12135 | 101.70% | | 阿维塔 | 100 ...

8月1日，国内不少车企相继对外发布2025年7月交付数据。 从车企公布的数据来看，零跑、小鹏汽车、小米汽车等创下单月交付纪录。部分车企7月都可以用一个词来形容，那就是"突破"。 车企七月战报 小鹏汽车：单月交付量创新高 7月份，小鹏汽车共交付新车36717台，同比增长229%，环比增长6%，创单月交付量历史新高；1-7月累计交付233906辆，同比增长270%。 并且，小鹏汽车今年上半年累计交付了197189台新车，已经超过了2024年全年交付量。 作为小鹏的爆款车型，小鹏MONA M037月交付超15000台。小鹏MONA上市至今已连续11个月交付超万台，截至7月累计交付超过15万台，持续刷新了A 级纯电轿车市场纪录。 此外，小鹏汽车此前宣布小鹏P7+将于今年下半年进入欧洲。而今年上半年，品牌成功驶入英国、意大利、爱尔兰等新市场。至此，小鹏汽车已进入全球 46个国家和地区。 零跑汽车：月销量首破5万台 7月，零跑汽车全系交付再创历史新高，达到了50129台，同比增长超126%，这也是其首破5万大关。1-7月，零跑汽车累计交付271793辆，位居新势力前 三阵营。 并且，零跑汽车6月中旬就曾宣布，累计交付达到 ...

随着上半年的结束，国内各地区的热销车型排行榜陆续出炉。 近期，易车平台发布了《2025年1—6月各省车型终端销量数据》，各个区域中，消费者欢喜的车型各有不同。 根据数据，长三角地区新势力车型统治榜单头部，上海、江苏、浙江车型销量里特斯拉ModelY登上榜首，小米su7紧随其后，小鹏MONA M03分别以第六 名和第九名在三地持续走俏。同时，豪华品牌中高端车型稳定渗透长三角地区，宝马3系以及奔驰GLC 在该区域仍有市场。 | 排行 | | 年系 | 终端销量 | | | | --- | --- | --- | --- | --- | --- | | 01 | T | Model Y | | | 10649辆 | | 02 | כלים | 秦PLUS新能源 | | 6265辆 | | | 03 | כלית | 奏L | | 5597辆 | | | 04 | રે | 帕萨特 | | 4955辆 | | | 05 | והם | 小米SU7 | | 4751辆 | | | 06 | T | Model 3 | | 4461辆 | | | 07 | 8 | 奥迪A6L | | 3828辆 | | | 08 | ર ...

新能源战场激战正酣，当家庭用户的核心关切聚焦于"安全"，10-15万区间成为兵家必争之地。2025款 eπ007、日产N7与小鹏MONA M03在此狭路相逢。其中，2025款eπ007以军工级安全为基石，凭借越级 驾控与出色的感官品质，一举成为该价位段罕有的"六边形战士"，重新定义了全能家轿的价值标准。 竞品核心亮点 军工级可靠车身：笼式结构融合71.5%高强钢+20.3%热成型钢（关键部位1500MPa），铸就移动堡垒。 C-NCAP碰撞得分率93.78%（儿童保护满分），安全实力有据可依。 马赫电池极限验证：10针贯穿穿刺/电芯腰斩/高空跌落零起火，安全冗余远超同级。 全系标配20项智驾功能（AEB+全速自适应巡航等），安全防护时刻在线。 超越期待的驾乘与感官盛宴 在顶级安全架构之上，2025款eπ007于六大维度实现全面突破： 同级至美颜值 拥有同级中堪称最高的颜值：宽体轿跑比例动感流畅，设计时尚的溜背线条勾勒出迷人侧影。 个性锋芒尽显：无框车门+电动尾翼，光影流转间尽显超高颜值与未来感。 领先同级的驾控实力 2025款eπ007：军工安全筑基，定义全能新标准 钢筋铁骨的安全堡垒 智能座舱体验流畅 科技 ...

Core Viewpoint - The launch of the Leapmotor B01, a pure electric sedan targeting the 100,000 RMB market, is expected to drive significant sales growth for the company, positioning it as a strong competitor against established models like Tesla's Model 3 [4][6][8]. Product Launch and Features - Leapmotor's B01 was officially launched on July 24, with a price range of 89,800 to 119,800 RMB, aimed at urban consumers aged 25 to 35 [5][6]. - The B01 boasts a range of 650 kilometers, low energy consumption, advanced driving assistance features, and a 0-100 km/h acceleration time of 6.4 seconds [5][6]. - The vehicle is marketed as a "half-price Model 3," with a price approximately half that of Tesla's offering, making it an attractive option in the electric vehicle market [6][8]. Market Positioning - The B01 targets the rapidly growing 100,000 to 150,000 RMB price segment, which has seen a penetration rate increase from 8.5% in 2021 to over 50% by 2025 [7]. - The market has been dominated by lower-end electric vehicles and hybrids, indicating a gap for a high-quality, long-range sedan that meets consumer demands for performance, space, and safety [7]. Competitive Landscape - Other competitors in the same price range include models from Xiaopeng and BYD, with Xiaopeng's MONA M03 being a significant player with over 10,000 units delivered monthly [7]. - Leapmotor's management acknowledges the challenges in the electric sedan market, emphasizing the need for strong execution to avoid being relegated to the ride-hailing segment [7]. Sales and Growth Projections - Leapmotor's product lineup includes the B10, B01, and the upcoming B05, with the B10 already achieving significant sales success [8]. - The company anticipates that the B01 will enhance monthly sales, building on the momentum from the B10, with a target of 50,000 units sold this year and aspirations for 4 million annual sales in the future [8][9]. - Leapmotor's recent inclusion in the Fortune China 500 list at position 423 reflects its growing market presence and ambition [8].

Core Viewpoint - Leap Motor aims to achieve annual sales of 500,000 units by launching three models in the B series by 2025, targeting the competitive 100,000 yuan electric vehicle market [2][6]. Group 1: Product Launch and Market Strategy - The first model of the B series, Leap Motor B01, was officially launched on July 24, with a starting price of 89,800 yuan, positioning it as a high-quality smart car for young consumers [2]. - The B series will include three models: B01, B10, and B05, all likely to target the 100,000 yuan market segment, which is crucial for testing automakers' cost control capabilities [2][6]. - Leap Motor's strategy includes leveraging its "full-domain self-research" advantage to maintain competitive pricing while offering high specifications [2]. Group 2: Technical Specifications and Performance - The B01 features advanced technology, including Qualcomm Snapdragon 8295P and 8650 chips, enabling comprehensive intelligent driving capabilities [3]. - The vehicle's chassis is co-developed with Stellantis, featuring a 50:50 weight distribution for improved stability and handling, with a minimum turning radius of 5.25 meters [4]. - The B01 offers two motor options (132kW and 160kW) and battery capacities (56.2kWh and 67.1kWh), with a CLTC range of 430km to 650km, and fast charging capabilities [6]. Group 3: Financial Performance and Future Outlook - Leap Motor achieved over 220,000 vehicle deliveries in the first half of 2025 and reported a revenue of 32.16 billion yuan in 2024, marking a 92% year-on-year growth [6]. - The company anticipates launching five to six new models in 2026, including new A series vehicles and a flagship model, aiming for significant sales growth [6]. - The CEO expressed a commitment to achieving the 500,000 sales target for this year and aims to become a world-class electric vehicle manufacturer with a long-term goal of 4 million units [6].

Core Viewpoint - Leap Motor is targeting the 100,000 yuan intelligent sedan market with its new B01 model, which is priced at 89,800 yuan, aiming to capture a significant share of this growing segment [2][3][4]. Market Opportunity - The automotive market is experiencing a shift in consumer behavior, with a 51% increase in sales of vehicles priced below 100,000 yuan in the first five months of this year, while sales of vehicles over 300,000 yuan have declined [3][4]. - Analysts predict that sales of vehicles under 100,000 yuan could exceed 6 million units this year, accounting for over 25% of total passenger vehicle sales [3]. Product Features - The B01 is designed to appeal to young consumers' desire for a comprehensive vehicle experience, combining aesthetics, performance, and advanced technology [4][5]. - The B01 features a sleek design, high-quality interior, and advanced technology, including a Qualcomm SA8295P chip and laser radar for enhanced driving capabilities [5][6]. Competitive Landscape - The B01 enters a competitive market with players like Xiaopeng's MONA and BYD's Seal, which have established strong sales figures [8]. - Leap Motor aims to differentiate itself by offering a high level of technology and design at a lower price point, positioning the B01 as a "half-price Model 3" [5][21]. Sales Strategy and Goals - Leap Motor has set an ambitious sales target of 500,000 units for the year, with a long-term goal of reaching 4 million units annually [11][18]. - The company plans to launch multiple models across different series in the coming years to maintain momentum and market presence [11][18]. Production and Profitability - Leap Motor emphasizes its self-research capabilities to maintain competitive pricing while ensuring profitability, with a focus on increasing gross margins [9][16]. - The company acknowledges the challenges of maintaining profitability in the sub-100,000 yuan market but believes its integrated development approach will provide a competitive edge [9][16].

Price Prediction Range - The base model (low configuration) is priced between 79,800 to 89,800 yuan, targeting the lower market segment with a range of features including a 400 km range and simplified functionalities [5] - The main laser radar version is priced between 119,800 to 129,800 yuan, featuring a 650 km range and advanced driving capabilities supported by high-end configurations [5] - The top configuration is set to be below 150,000 yuan, aiming to balance brand premium and cost, with a strategy to capture the market by offering lower prices compared to competitors [5] Competitive Benchmarking - The pricing strategy is compared with competitors like Xpeng MONA M03 and BYD Seal 06 EV, indicating a need for lower pricing to gain market share [5] Brand Strategy - The company aims to achieve sales targets of 500,000 to 600,000 units by 2025, with the B01 model being crucial for entering the 100,000 yuan sedan market [5] - The core strategy is to offer "high configuration at low prices," emphasizing extreme cost-performance ratio [5]