Core Insights - Tesla's global delivery in Q3 2025 exceeded expectations, with a year-on-year increase of 7.4% and a quarter-on-quarter increase of 29.4%, reaching 497,000 units [4] - The launch of the standard versions of Model 3 and Model Y in North America has seen a price reduction of $5,500 and $5,000 respectively, with new starting prices at $36,990 and $39,990 [4] - Xpeng's sales surpassed 40,000 units in September, marking a year-on-year increase of 94.7%, while NIO's sales also showed growth with a 64.1% year-on-year increase [5] Group 1: Tesla - Tesla's global delivery volume reached 497,000 units in Q3 2025, with Model 3 and Model Y contributing 481,000 units [4] - The new standard versions of Model 3 and Model Y were launched at significantly lower prices, enhancing their market competitiveness [4] Group 2: Xpeng and NIO - Xpeng's delivery volume in September was 41,581 units, reflecting a year-on-year growth of 94.7% and a quarter-on-quarter increase of 10.3% [5] - NIO's delivery volume reached 34,749 units in September, with a year-on-year increase of 64.1% and a quarter-on-quarter increase of 11.0% [5] - Li Auto's delivery volume decreased by 36.8% year-on-year but increased by 19.0% quarter-on-quarter, totaling 33,951 units [5] Group 3: Market Trends - The upcoming peak season is expected to drive high order volumes for car manufacturers, with extended delivery times for several models indicating strong demand [6] - Tesla's delivery cycles for the domestic Model 3 and Model Y have been extended, suggesting increased order backlogs [6] - New energy vehicle manufacturers are also experiencing varied delivery timelines, with some models seeing shorter delivery cycles due to improved production efficiency [6][7]

2025年9月，新势力车企延续"金九"旺势，多家品牌交付量创下历史新高。零跑汽车以66657辆的交付量稳坐榜首，鸿蒙智行、小鹏紧随其后，小米汽车则以 超4万辆的成绩首次跻身前四，头部阵营竞争愈发白热化。 9月的新势力销量榜中，零跑汽车以66657辆的交付量蝉联榜首，同比增长超97%，成为首个月销突破6万辆的新势力品牌。这一成绩的背后，是零跑对10万 元-20万元主流新能源市场的精准深耕，其坚持的"高性价比+智能配置标配"的策略，精准击中家庭用户的刚需。 鸿蒙智行延续强劲销量增长势能，9月全系共交付新车52916辆。同时，截至9月，鸿蒙智行全系累计交付突破95万辆，距离百万交付里程碑仅一步之遥。据 悉，9月全系获得大定11万辆，创单月历史新高，这反映出市场对鸿蒙智行产品组合的认可度持续走高，也为后续的销量增长提供了充足的保障。 小鹏汽车以41581辆的成绩位列第三，同比增长95%，环比增长10%，单月交付量突破4万辆，创下历史新高。MONA M03持续贡献核心销量，9月交付超1万 辆，自上市以来累计交付已突破18万辆；全新小鹏P7第1万辆也在9月下线，是小鹏汽车所有车型中新产线最快达成40JPH（每小时产量40 ...

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].

有"金九银十"之称的9月、10月历来是车企抢抓市场先机、达成全年目标的关键时间节点。记者观察 到，近期中国车市火热，促销创新举措不断。 多款新车扎堆上市，旨在通过新技术和新车型吸引消费者。从8月开始，车企频繁推出新车，抢滩"金九 银十"汽车消费传统旺季。仅在9月后半月就有超过20款新车上市，覆盖了5万元至50万元各个价格区 间。其中，9月23日一天就有广汽丰田、吉利、问界、尚界、江铃新能源等6个品牌的9款车型同时上市 或预售。上汽奥迪A5L Sportback、全新小鹏P7、全新岚图知音等多款新车上市后迅速获得不俗销量。 记者了解到，10月份预计还将有多款新车上市，包括五菱星光730、奇瑞风云T11、新款极氪001等。众 多新车集中上市，为车市的销售旺季奠定了基础。 "全国统一价、在哪儿买都一样"成为车企营销的新卖点。今年以来，很多车企推出"一口价"策略，设定 一个固定、公开透明的销售价格，并承诺全国统一。专家表示，这一模式不仅消除了消费者比价、议价 的烦恼，还增强了品牌信誉，有助于规范销售渠道，避免价格混乱，进一步提振消费者购车信心。 置换补贴成为打动消费者的主要营销策略之一。商务部数据显示，截至9月10日 ...

记者 吴丹璐 这个国庆中秋假期，上海车市在"金九银十"的传统旺季中，迎来了销售"黄金档"。 记者在假期尾声走访市场发现，新车"高手过招"、政策"红包"加码是市场火热的两大原因。一方 面，新车为市场贡献了大量热度，上海车企9月销量环比普增，如智己在大热车型新款LS6带动下，9月 销量环比增加80%，特斯拉暌违六年发布的新车型也带动了"以旧换新"消费。 另一方面，为了助推"金九银十"车市，上海各区在国庆节前集中发布新一轮补贴政策，最高补贴达 5500元，也为四季度汽车消费增添了强大推力。 超长假期车市热卖 此外，在这个"金九银十"，还有多家上海车企销量增长明显。在上汽系中，上汽乘用车9月零售销 量超9.7万辆，环比增长超37%；上汽通用9月销量为47695辆，环比增长6.1%；上汽大众9月销售为9.13 万辆，环比上升1.4%；上汽与华为合作的新品牌"尚界"首款车型于9月23日才正式上市，尚未形成完整 月度交付数据，但截至9月底，其购车意向订单已突破16万辆。 据孙嘉泽介绍，除了嘉定南翔印象城，兴业太古汇、宜家荟聚、龙之梦购物中心、七宝世纪汇、周 浦万达等商圈的客流量也非常大。综合来看，家庭用户是国庆期间购车的主 ...

Core Insights - The demand for new energy vehicles (NEVs) in the wedding car market has surged during the National Day holiday, with orders exceeding the total for the first nine months of the year [1][4] - Young couples are increasingly choosing NEVs like Xiaomi SU7, Xpeng P7, NIO ET5, and Tesla Model Y as wedding cars, shifting away from traditional luxury brands [1][4][11] - The trend reflects a generational shift, with younger consumers prioritizing personal expression and unique experiences over conventional notions of prestige associated with brands like BMW, Mercedes-Benz, and Audi (BBA) [3][14] Market Trends - A significant increase in wedding car orders for NEVs has been reported, with some rental businesses experiencing a five to six-fold increase in demand compared to the previous year [1][9] - The wedding car rental market is undergoing a generational transformation, with NEVs expected to capture over 60% of the market share by 2025, while traditional luxury cars will still hold around 40% [4][11] - The rise of social media has facilitated a new service model where NEV owners organize wedding car services through community groups, creating a more flexible and cost-effective rental option [5][10] Consumer Behavior - Young consumers are redefining the concept of "face" in weddings, favoring unique and personalized vehicles over traditional luxury options [3][14] - Many couples are opting to use their own vehicles as wedding cars, enhancing the personal significance of the occasion [3][11] - Despite the growing popularity of NEVs, traditional luxury brands still maintain a presence in high-end wedding and business events due to their established reputation [14] Competitive Landscape - The market is witnessing a shift in competitive dynamics, with domestic brands like BYD, Li Auto, and NIO gaining market share at the expense of traditional luxury brands [11][12] - The sales of traditional luxury brands have shown signs of decline, while domestic brands continue to achieve record sales [11][12] - The wedding car rental sector is adapting to the increasing demand for NEVs, with traditional rental companies planning to establish dedicated teams to cater to this emerging market [9][10]

Core Viewpoint - The article highlights the rising popularity of new energy vehicles (NEVs) in the wedding car market, particularly among younger generations, as they seek to express individuality and modernity, moving away from traditional luxury brands like BBA (Benz, BMW, Audi) [1][6][21]. Group 1: Market Trends - During the National Day holiday, the order volume for NEV wedding cars exceeded the total for the first nine months of the year, with significant increases noted in various regions [1][11]. - In Jiangxi, a Xiaomi car owner club reported over 120 wedding car orders, leading to a halt in accepting new orders [1][11]. - In Zhejiang, orders for Li Auto wedding cars increased five to six times compared to the previous year [1][11]. Group 2: Changing Consumer Preferences - More young couples are choosing models like Xiaomi SU7, Xpeng P7, NIO ET5, and Tesla Model Y as wedding cars, viewing them as stylish symbols rather than mere transportation [1][6]. - The shift is driven by the younger generation (post-95s and post-00s) who prioritize aesthetics, cost-effectiveness, and unique experiences over traditional luxury [1][6][21]. Group 3: New Business Models - A new service model has emerged where NEV owners organize wedding car services through social media and car owner groups, creating a community-driven approach to wedding car rentals [7][15]. - For example, a Xiaomi SU7 club has turned wedding car rentals into a "light entrepreneurship project," managing orders and vehicle allocation through their community [11][15]. Group 4: Market Data and Projections - According to a report by Zhongyan Puhua, by 2025, traditional luxury cars will still hold 40% of the market, but new themes and NEV wedding cars are expected to grow rapidly, surpassing 30% [6]. - The penetration rate of NEV wedding cars is projected to exceed 60% due to favorable policies and changing consumer preferences [6]. Group 5: Competitive Landscape - The overall automotive market is seeing a shift, with NEVs accounting for 40.9% of new car sales in 2024, indicating a significant market share for domestic brands [16][21]. - Traditional luxury brands are losing market share to domestic brands like BYD, AITO, and Li Auto, which are achieving record sales [16][21]. - Tesla's sales in China have shown a decline, with a notable drop in year-on-year figures, highlighting the competitive pressure from domestic brands [16][21]. Group 6: Redefining Status Symbols - For the "Z generation" couples, weddings are becoming a platform for personal expression, with NEVs offering a unique aesthetic compared to traditional luxury vehicles [21]. - The trend indicates a shift in how status is perceived, moving from brand logos to personal taste and emotional resonance [21].

2025年9月，小鵬汽車智能導航輔助駕駛（XNGP）的城區智駕月度活躍用戶滲透率達 83%。本公司已推出VLA驅動版XNGP，具備全場景車位到車位智能輔助駕駛系統 （ADAS）功能，並已首先應用於全新小鵬P7和G7 Ultra車型。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦 不發表聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因依賴該等內容而引致之任何損失 承擔任何責任。 自願公告 2025 年 9 月及第三季度智能車交付數據 XPeng Inc. （「本公司」或「小鵬汽車」）之董事會欣然宣佈其2025年9月及第三季度 車輛交付數據。 2025年9月，小鵬汽車創記錄交付智能電動汽車41,581輛，同比增長95%，較上月增長 10%，超過每月交付40,000輛的里程碑。2025年第三季度，小鵬汽車共交付智能電動汽 車116,007輛，同比增長149%。2025年前九個月，小鵬汽車累計交付量達到313,196輛， 較2024年同期增長218%。 2025年9月，第10,000輛全新小鵬P7正式下線，小鵬P7成為本公司車型中在新生產線上 最快達成40JP ...

Core Insights - The 2025 Nanjing International Auto Show and Nanjing RV Show opened with nearly 1,000 vehicles from 58 brands, covering an area of approximately 80,000 square meters, showcasing a significant focus on new energy vehicles [1][2] Group 1: Event Overview - The auto show features a variety of promotional measures aimed at boosting consumer spending, including a vehicle renewal policy offering subsidies up to 8,000 yuan for new car purchases [1][3] - Over 80% of the vehicles on display are new energy models, reflecting a nearly 10 percentage point increase from the previous year, indicating a growing penetration of electric vehicles [1][2] Group 2: Brand Participation - BYD showcased its full brand matrix, including the debut of the Yangwang U8L and several other models, emphasizing its technological advancements [2] - Traditional luxury brands are accelerating their electrification efforts, with models like the Audi A5L and Volvo XC70 highlighting the integration of luxury and new energy technology [3] Group 3: Market Trends - In the first eight months of the year, China's automotive production and sales both exceeded 20 million units, with new energy vehicle production and sales reaching approximately 9.63 million units each [3] - The Nanjing auto show is part of a broader initiative to stimulate automotive consumption, supported by government subsidies and promotional activities [3][4] Group 4: Consumer Engagement - The event includes interactive experiences such as test drives and a lottery for fuel receipts, enhancing consumer engagement and excitement around vehicle purchases [4][6] - The introduction of free ticket registration aims to make the event more accessible, encouraging higher attendance and participation [6]

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 ...