关注 「电动车公社」 和我们一起重新思考汽车 都说金九银十，9月份不少车企新能源销量再创新高，已经先打了个样。 而到了10月份，更是有不少车企晒出国庆期间的销量成绩单，带起了一波"月销破万，周订单也要破万"的攀比风气 。 就拿方程豹钛7来说，上市后30天就取得了11674台的交付成绩，其中顶配版占比85%。即便10月的产能攀升到2万台，交车也要等8周以上，可见其火爆程度。 那么，方程豹钛7为什么能获得这么多用户的认可？体验究竟如何？ （老规矩，文字版给大家附在后面了） 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 比亚迪这次的宣传，真的挺接地气的。在产品手册里，他们直接说这台车是" 路虎的面子、理想的里子、 方程豹的乐子 " 。 不可否认的是，路虎的SUV造型确实值得学习，以至于很多车型身上都有路虎的影子，这台钛7也不例外。 但我开下来，最直观的感觉是这是一台方程豹豹8的平替，而且替得有点厉害！ 为什么这么说， 我们先来过一下外观。 它依旧是豹8那种有棱有有角的样子，尤其是前脸的大灯组和这个虎头虎脑的造型，车身也只比豹8短了20cm，但轴距相同，都是2920mm。 所以作为一台大5座，它比6/7座的 ...

今年9月的车市，热闹得不太寻常。翻开9月的新车日历，各大车企像是约好了一般把最重要的产品都押注在了这个月。刷刷朋友圈，隔三差五就是某个品 牌的新车发布会，翻翻汽车媒体的推送，几乎每周都有"重磅上市"的标题。 9月新车多，原本不是什么新鲜事，但今年确实有点格外疯狂了：方程豹钛7上旬上市，上市5天交付破千台；极狐T1身居纯电小车市场，上市1小时大定 破2.6万；享界S9T以鸿蒙智行首款旅行车上市，后面跟着全新问界M7和被寄予厚望的尚界H5；奥迪E5 Sportback、领克10 EM-P、腾势N9、极氪9X也都 陆续上市。 在Q4到来前，各大车企仿佛听到了同一个发令枪响，把所有筹码都压在了这个起跑线上。这背后有着多方面的原因，即将到期的政策窗口是一方面，年 度KPI的不断催促也不可忽视，所有车企都陷入了一场抢时间的豪赌，中国车市的红火和压力肉眼可见。 倒计时：购置税减免的最后百天 让今年9月与众不同的，首先是一个明确的截止日期：今年年底新能源汽车购置税减免政策就将到期，明年1月1日开始改为"减半征收"，每辆减税额不超 过1.5万元，优惠力度有所退坡。对一台30万的新能源车来说，购置税减免就是近3万的实打实优惠。这 ...

今年国庆中秋假期，广西打出"财政补贴+商家让利+场景创新"组合拳，覆盖汽车、家电、餐饮等重点领域。自治区商务厅数据显示，从10月1日至7日， 全区消费品以旧换新累计带动商品销售超640万件，补贴金额近61亿元，直接拉动商品销售额超420亿元。其中，汽车购新补贴带动新车销售破1万辆，销 售额达13.7亿元。 假期"三街两巷"游人如织。 ■补贴政策显实效 大宗消费马力足 作为消费市场的"压舱石"，汽车、家电等大宗消费在"双节"期间迎来消费高峰。南宁市举办2025国庆广西车交会，吸引超5万人次观展，带动汽车销售超 3400辆，销售额达5.1亿元。各大车企也积极推出特色活动。腾势方程豹汽车广西直营市场部覃涵介绍，"双节"期间，腾势、方程豹品牌各推出8台特供 车，开展限时政府补贴保底享活动，至高可享7.7万元购车优惠。假期腾势N8L在广西斩获预售订单150多台，方程豹钛7销售订单达200多台，门店日均客 流量超500人次，同比增长18%。 在南宁市区一汽车销售门店，市民咨询新能源汽车情况。 家电消费同样热力十足。京东电器联合政府发放惠民消费券，消费者最高可享1000元补贴。"趁着优惠给家里换了洗衣机和冰箱，算下来省了近 ...

格隆汇10月9日｜民生证券研报指出，比亚迪9月新能源汽车批发销售39.6万辆，同比-5.5%，环比 +6.1%；新能源乘用车批发销售39.3万辆，同比-5.9%，环比+5.8%。分品牌看，9月王朝海洋、腾势、方 程豹、仰望销量分别35.6万辆、12,407辆、24,121辆、758辆。9月批发环比增长出海稳步推进。方程豹 钛7带动品牌销量向上高端化稳步突破。该车采用硬派风格的"方盒子"造型设计，轴距达2,920mm，空 间表现优秀，全系标配前双叉臂后五连杆豪华底盘、全车真皮舒芙蕾座椅、全车座椅通风加热，高配车 型搭载的天神之眼B-智能驾驶辅助激光版，配备激光雷达和英伟达Orin-X芯片，可支持高速NOA、自 动变道、记忆泊车等高阶功能，首周订单突破1万辆，带动品牌高端化。看好公司技术驱动产品力与品 牌力向上，加速出海，同时高端化稳步推进，维持"推荐"评级。 ...

公司发布9月产销快报，9月新能源汽车批发销售39.6万辆，同比-5.5%，环比+6.1%；新能源乘用车批发销售39.3万辆，同比-5.9%，环比+5.8%。分品牌看，9月王 朝海洋、腾势、方程豹、仰望销量分别35.6万辆、12,407辆、24,121辆、758辆。 0 2 分 析 判 断 ► 9月批发环比增长 出海稳步推进 公司9月新能源乘用车批发销售39.3万辆，同比-5.9%，环比+5.8%，批发环比提升受益部分地区补贴延续刺激主流市场观望需求落地，终端需求有所回暖。1-9月新能 源乘用车累计批发321.9万辆，同比+17.6%。9月，插混乘用车销售18.8万辆，同比-25.6%，环比+9.4%；纯电乘用车销售20.5万辆，同比+24.3%，环比+2.7%。分 品牌看，王朝海洋销量35.6万辆，腾势/仰望/方程豹销量分别1.2/0.07/2.4万辆，合计3.7万辆，占比9.4%，高端化加速突破。 ► 方程豹钛7带动品牌销量向上 高端化稳步突破 公司近期高端化品牌作出众多调整，比亚迪腾势品牌此前初完成管理层调整，旨在强化品牌体系化建设，突破高端化瓶颈。李慧作为比亚迪20年老将，以战略统筹与 直营体系搭建见长 ...

造车新势力之后，不少传统主机厂也交出了自己9月的最新"成绩单"。 《每日经济新闻》记者梳理发现，比亚迪（002594）以39.63万辆的销量成绩领跑。具体来看，9月，比 亚迪插混车型的销量为18.80万辆；纯电车型的销量为20.51万辆，同比上涨24.31%。今年前9个月，比 亚迪全年累计销量已达326万辆，累计同比增长18.64%。 中信证券研报认为，比亚迪在9月发布的方程豹钛7销量超市场预期，叠加后续仍有新车型批量上市，比 亚迪有望在旺季迎来销量爆发。2025年，公司的全球化、高端化、智能化、电动化战略持续推进，全球 竞争力与品牌价值持续凸显，看好比亚迪作为全球新能源汽车龙头的投资价值。 吉利9月销量创新高 而就在9月，奇瑞控股集团完成了港股IPO(首次公开募股)。据公司招股书披露，本次IPO募集资金净额 的35%将用于多车型研发以扩大产品组合，25%投入下一代汽车及先进技术研发(含10%电动化技术升级 与15%智能驾驶研发)。按奇瑞控股集团计划，2025年将推出60余款新车型和新版本乘用车，覆盖燃油 与新能源车全品类，为持续增长注入动能。 从招股书披露信息来看，今年前3个月，奇瑞控股集团来自新能源车的收 ...

Group 1: Economic and Market Updates - Australia has entered Daylight Saving Time, resulting in financial market trading hours and economic data release times being advanced by one hour compared to Standard Time [2] - The total cross-regional personnel flow in China is expected to exceed 306.66 million during the holiday period, marking an 8.0% year-on-year increase [6] - Key retail and catering enterprises in China reported a 3.3% year-on-year increase in sales during the first four days of the National Day and Mid-Autumn Festival holiday [6] Group 2: Corporate Developments - Spring Airlines is considering a potential listing in Hong Kong, with discussions ongoing and expected financing possibly reaching several hundred million dollars [16] - Guolian Minsheng Securities' Hong Kong subsidiary has officially obtained a trading license from the SFC, allowing it to expand its core business areas including investment banking and stock trading [18] Group 3: Automotive Industry Insights - Dongfeng Motor reported sales of 231,000 vehicles in September, a 6.2% year-on-year increase, with new energy vehicle sales growing by 20.4% [22] - BYD's production of the new model, the Ti7, has commenced ahead of schedule, indicating strong market demand and production capabilities [20]

每经编辑｜陈鹏程 胡玲 1 台风红色预警！"麦德姆"今日登陆广东电白至海南琼海沿海 中央气象台10月5日6时继续发布台风红色预警：今年第21号台风"麦德姆"已于10月5日早晨5点钟由台风级加强为强台风级。预计，"麦德姆"将以每小时20- 25公里的速度向西偏北方向移动，强度还将有所加强，并将于5日中午前后在广东吴川至海南文昌一带沿海登陆（强台风级，14级，42-45米/秒），登陆后 强度逐渐减弱。 据央视新闻，根据《国家防汛抗旱应急预案》及有关规定，国家防总决定于10月4日19时将针对广东、海南的防汛防台风应急响应提升至三级，维持针对广 西的防汛四级应急响应，前期派出的工作组继续在广东、广西协助指导防汛防台风工作。 2 10月4日全社会跨区域人员流动量预计超3亿人次 10月4日下午，汽车博主陈震在微博发文就车祸事件道歉："我都看到了，是我的问题，一切负面照单全收，全力配合解决问题中，不会有丝毫懈怠，事故经 过以官方公告、车辆EDR数据为准，造成了这么大的负面影响，在此向对方车辆道歉，向大家道歉…… " 5 2025国庆档新片总票房破11亿 据猫眼专业版数据，截至10月4日18时13分，2025年国庆档档期票房 ...

Group 1: Company Performance - BYD leads the market with a total sales volume of 396,300 units in September, including 188,000 plug-in hybrid vehicles and 205,100 pure electric vehicles, representing a year-on-year increase of 24.31% [1] - Geely's sales reached approximately 273,000 units in September, a year-on-year growth of 35%, with new energy vehicle sales of about 165,000 units, up 81% [2] - Chery's sales in September were around 280,000 units, a year-on-year increase of 14.7%, with new energy vehicle sales of approximately 92,000 units, up 55.4% [2] Group 2: Industry Trends - The automotive market in September experienced a surge in sales, attributed to the traditional peak season and the implementation of national and local subsidies, which boosted consumer purchasing enthusiasm [5] - The release of numerous new models following the Chengdu Auto Show has intensified competition in the market, with a focus on high-end models, although there is a noted lack of entry-level popular models [6] - The fourth quarter is expected to see intensified competition among manufacturers as they aim to meet year-end sales targets [7] Group 3: Future Outlook - BYD is expected to see a surge in sales due to the launch of new models and a strong market position, with a projected cumulative sales volume of 3.26 million units for the first nine months of the year, reflecting an 18.64% year-on-year growth [1] - Chery plans to use 35% of the funds raised from its IPO for multi-model development and 25% for next-generation vehicle and advanced technology research, aiming to launch over 60 new models by 2025 [3] - Geely's new energy vehicle penetration rate reached 60.49% in September, indicating a significant shift towards electric vehicles [2]

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]