10月1日，理想汽车公布了其2025年9月份的最新交付成绩。数据显示，理想汽车在9月交付新车33,951 辆，较8月28,529辆交付量增长19%。理想整个第三季度累计交付量达到93,211辆。截至2025年9月30 日，理想汽车自成立以来的历史总交付量已成功突破143万大关，达到了1,431,021辆。 根据理想汽车方面的信息，其在售价20万元以上的SUV市场中保持着较为稳固的地位，并且指出，今年 以来在该细分市场的累计销量已超越特斯拉。从具体车型来看，理想MEGA在今年第三季度50万元以上 纯电及MPV市场中均取得了销量首位。 凤凰网科技讯 10月10日，理想汽车公布2025年第40周（9.29-10.5）销量数据：0.57万辆。 另据汽车博主"孙少军"消息，理想上周新增订单破23K。 ...

Group 1 - The most profitable business for Yingshi Juifeng is e-commerce, with a single T-shirt selling 200,000 units this year, shifting focus from traditional video production and content creation [3][5] - The revenue share from TVC advertising has decreased to around 10% from being the most profitable segment previously [3] - Tim Pan Tianhong, the founder, emphasizes the significant scale effect in e-commerce, where user-driven product promotion leads to high sales [3] Group 2 - Xiaopeng Motors has appointed Liu Xianming, head of the world base model, as the new leader of its autonomous driving center, replacing Li Liyun [8] - OPPO has made personnel adjustments, with Liu Zuohua overseeing overseas markets and Duan Yaohui managing the headquarters marketing team [9] - Alibaba has entered the embodied intelligence sector, forming a team led by the head of its Qwen large language model technology [10] Group 3 - The U.S. Walmart has listed the Yushu G1 humanoid robot at a price of $21,600, reflecting a 55% premium compared to its price in China [10][13] - The G1 robot is becoming a preferred experimental platform for AI and robotics developers due to its competitive pricing and performance [13] - Yushu Technology is preparing for a potential IPO, aiming to expand its sales channels and developer ecosystem [13] Group 4 - Li Auto's MEGA model delivered 3,271 units in September, accounting for nearly 10% of the brand's total deliveries for the month [21][22] - The overall delivery of Li Auto vehicles reached 33,951 units in September, with a total of 143,102 units delivered historically [21][22] Group 5 - Xiaopeng Motors plans to announce significant breakthroughs in physical AI at its upcoming AI Technology Day, focusing on advancements in its world base model [23] - The company has been developing its physical AI base model for over a year, aiming to enhance its capabilities in autonomous driving [23] Group 6 - Apple CEO Tim Cook is reportedly stepping down, with John Ternus, the senior vice president of hardware engineering, being the leading candidate for succession [26][27] - Volkswagen is restructuring its software department, with the Cariad team nearly disbanded, aiming to enhance its competitiveness against Tesla and Chinese EV makers [27] Group 7 - Google has tightened its remote work policy, limiting employees to a maximum of four weeks of remote work per year, with any remote work day counting as a full week [28] - Microsoft is migrating GitHub's infrastructure to its Azure cloud platform over the next two years, aiming to address capacity challenges and support AI growth [29]

具体情况如下： 1，订单情况： 均店新增大定：65~70台 进店量占比：50% 进店量上：150~200% 预售转定比例：30~40% 需要注意： -上市后价格符合客户预期，进店、试驾、订单迎来爆发，国庆后进店回归稳态。 -上市前有巡展，预售客户基本都看过实车，所以上市后转定速度非常快，客户关注提车时间。 2，客户画像：35~55岁，男性比例：90% 需要注意： -对比预售阶段，上市后一线城市客户比例明显上升。传统豪华品牌SUV增换购比例增加， 跟路虎、卡宴、普拉多车主高度重叠。 -基本是以男性为主，老板和高管为主，经济实力较强，决策速度很快，看重极氪9X外观以及驾控性能，关注智能体验。 3，配置选择： hyper版+曜黑版：70~80% 外观颜色： 极夜黑（主销） 内饰颜色： 琥珀棕（主销） 需要注意： -巡展看过实车后，客户对极氪9X外观、内饰非常认可，极夜黑外观认可度超预期。 - -上市后客户集中在hyper版以上，国庆期间Ultra比例增高，其他配置更多考虑有较快的提车周期。 4，竞品对比：10个客户里，3个对比问界M9、1个蔚来ES8、1个理想mega、1个奔驰GLS 需要注意： -提及路虎的比例依 ...

Core Insights - Multiple electric vehicle brands reported their September sales figures, with Leap Motor achieving a record delivery of 66,657 vehicles, marking a year-on-year growth of over 97% [1] - Xpeng Motors followed closely with a delivery of 41,581 vehicles in September, a year-on-year increase of approximately 95% [2] - NIO delivered 34,749 vehicles in September, reflecting a year-on-year growth of 64% [2] - Li Auto maintained its leading position in the SUV market above 200,000 yuan, with a total delivery of 33,951 vehicles in September [3] Company Performance - Leap Motor's total deliveries from January to September reached 395,516 vehicles, representing a year-on-year increase of 128.8% [1] - Xpeng Motors achieved a cumulative delivery of 313,196 vehicles in the first nine months of the year, showing a year-on-year growth of approximately 218% [2] - NIO's cumulative deliveries reached 872,785 vehicles, with the NIO brand accounting for 762,176 vehicles [2] - Li Auto's total cumulative deliveries reached 1,431,021 vehicles as of September 30, 2025 [2] Market Trends - The overall retail market for narrow passenger vehicles in September is estimated at around 2.15 million units, with a month-on-month growth of 6.5% and a year-on-year growth of 2.0% [5] - The retail sales of new energy vehicles are expected to reach approximately 1.25 million units, with a penetration rate of 58.1% [5] - The market is anticipated to enter a new phase of rapid growth for new energy vehicles, driven by the release of new models and increasing consumer interest [5]

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]

肉呆这个视频最大的指向是大量买L6的车主更希望的是表达自我，不足够认同理想此前刻意谋求传 统家庭叙事。 TOP2信息茧房内不少信息也有同样的倾向。 肉呆基于214位L6车主给的依据锚点主要有： 原视频： 1.L6消费溢出仅36%，低于L9的48%，MEGA的55%，远低于Model Y的66%，仅18%用户购买了超过 2个原创配件。 肉呆认为任何产品的消费溢出效应衡量的不是一辆车本身的价值，而是这辆车能否成为用户生活方式 的一部分，成为他们表达自我、连接他人、激发探索的载体。 2.考虑预算下一辆车是否选本品牌，不考虑预算下一辆车是否考虑本品牌，基于家人建议，下一辆车 会选什么品牌。L6分别为22%/15%/8%，特斯拉分别为38%/24%/19%，小米分别为67%/56%/61%。 3.女性用户比例虽然没有小米特斯拉那么高，但也有27%，其中单身女性占整个女性群体28%。此外 L6购买决策里68%受老婆女朋友影响。 61%的女性希望别人认为自己选L6是因为"自主自立，有独立主见的女性"，仅7%的女性希望别人认 为选L6是因为"重视家庭，踏实可靠的形象"。 L6男性车主里40%单身，超过一半的男性用户更专注的是 ...

申明：TOP2对MEGA设计理念、用户/非用户评价、月度销量变化期间发生了什么较为熟悉，高频调 查研究。对Cybertrcuk以上三个维度完全不熟悉。建议读者对TOP2关于MEGA观点赋予较高参考权重 （同时也建议充分批判性看待），对TOP2关于Cybertruck观点赋予低参考权重。 MEGA 25Q3季度交付数据9208，25年7-9月分别为2816/3121/3271。 CyberTruck 25Q2销量4306，25Q1销量6406，24Q2 8755。25Q3销量还没出，从趋势来看超过MEGA 9208的概率很低。 MEGA 25Q3的好销量不能全部归功于Home旋转座椅，在Home发布前（25年4月23日），24款MEGA 就有1500-2000左右月销的潜力，旋转座椅放大了MEGA的优势。 | | MEGA | L6 | L7 | Г8 Го | | | --- | --- | --- | --- | --- | --- | | 2025年6月 | 2304 | 16471 | 8273 | 4338 | 4893 | | 2025年5月 | 994 | 18781 | 10016 | 5312 ...

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]

Core Insights - Li Auto reported a total delivery of 33,951 vehicles in September 2025, with a cumulative delivery of 93,211 vehicles in Q3 2025, and a historical total of 1,431,021 vehicles as of September 30, 2025 [2] - The company continues to lead the market for SUVs priced above 200,000 yuan, surpassing Tesla in cumulative sales [2] - The newly launched Li MEGA achieved the highest sales in both the pure electric and MPV categories for vehicles priced above 500,000 yuan in Q3 [2] - The production of the six-seat pure electric SUV, Li i8, is ramping up, aiming to create a popular model in its segment [2] - The five-seat SUV, Li i6, was officially launched on September 26, 2025, featuring advanced technology such as the VLA driver model and self-developed components [2] - Li Auto has signed Yi Yangqianxi as its first brand ambassador in ten years, reflecting a new phase in the brand's development [2] - The company aims to enhance the concept of "home" for users, focusing on creating a unique space experience and continuous innovation in technology and products [2] - As of September 30, 2025, Li Auto operates 542 retail centers across 157 cities and has established 546 after-sales service and authorized repair centers in 225 cities [2] - The company has deployed 3,420 supercharging stations and has a total of 18,897 charging piles nationwide [2]

《每日经济新闻》记者注意到，从各家数据来看，零跑汽车9月交付量再次"拔得头筹"。当月，零跑汽车全系交付66657辆，首次突破六万辆大关，同比增 长超97%。今年1至9月，零跑汽车共交付新车395516辆，同比增长128.8%。 | | | 2025年9月部分新势力交付情况 (单位: 辆) | | | | | --- | --- | --- | --- | --- | --- | | र्ण के की किया था। इस बार की में बाद में बाद में बाद में कि में बाद में कि में बाद में कि में बाद में कि में बाद में कि में बाद में कि में कि की है कि को बाद कर की है कि को | 本月交付 | 上月交付 | 同比增幅 | 环比增幅 | 今年累计交付 | | 零跑汽车 | 66657 | 57066 | 97.4% | 16.8% | 395516 | | 小鹏汽车 | 41581 | 37709 | 94.7% | 10.3% | 313196 | | 小米汽车 ...