理想汽车：2025年5月20日理想MEGA Home家庭特别版在理想汽车北京绿色智能制造基地正式下线， 并将于5月23日陆续开启全国交付。 ...

近日，不少车企公布了4月的销量成绩。从车企公布的数据来看，绝大多数企业都实现了销量同比增 长，多家造车新势力连续取得月销超3万辆的成绩。 据乘联分会综合估算，4月，狭义乘用车零售总量约为175万辆，同比增长14.4%，环比下降9.8%，新能 源零售量预计可达90万辆，渗透率51.4%。 乘联分会方面认为，4月车市销量呈现"前低后高"特征。其中，受清明假期等因素影响，4月前两周日均 零售同比增速放缓、环比降幅超13%，后两周随着市场回暖及"五一"假期来临，商家节前冲量，日均零 售同比增速升至17%以上，环比降幅也明显收窄。 零跑再夺新势力月度销冠 造车新势力方面，零跑汽车继3月之后，再次夺得4月造车新势力销冠。 5月1日，零跑汽车公布的4月销售数据显示，4月交付量为41039辆，同比增长173%；其中，最新上市的 零跑B10交付量超过10000辆，中高配车型占比高达95%。据记者了解，零跑C10已累计交付约10万辆。 紧随零跑汽车之后的是小鹏汽车。4月，小鹏汽车共交付新车35045辆，同比增长273%，已连续6个月交 付量超过3万辆。 数据显示，4月，理想汽车交付新车33939辆，同比增长31.6%，但较3月的 ...

4 月销量环比小幅下滑预计受终端需求与新老款交替影响，焕新版上市 在即、销量有望迎来向上拐点。 2025 年 05 月 05 日 理想汽车-W(02015.HK) 4 月销量符合预期，焕新版上市在即、销量拐点可期 事件：理想汽车发布公告，4 月交付量 3.4 万台，同比+32%，环比-7%。 1） 我们认为公司 4 月交付量同比提升主要系去年同期 L6 未开启大规模 交付；环比下滑预计系虽 4 月终端购车优惠及 3 年 0 息金融方案延续对销 量有拉动作用，但老款开始清库（L 系列老款部分配置、MEGA 老款下架）， 新老款交替对 4 月销量产生一定影响。 2） MEGA 焕新版销量有望持续突破：4 月 23 日，理想 MEGA Ultra 焕新版 &Home 家庭特别版正式上市，其中 Ultra 焕新版升级 ATL 全天候激光雷达、 Thor-U 芯片、副驾准零重力皇后座、21.4 英寸后舱娱乐屏等，Home 版在 此基础上升级了零重力旋转座椅、前排静音电关门等，产品力均有大幅提 升；同时随着超充站布局日益完善（截至 4 月底已布局超充站 2267 个、充 电桩 12340 个）、产品口碑逐渐积累、营销思路 ...

5月1日，比亚迪交出4月"成绩单"：销量达38.01万辆，同比增长21.34%，环比增长0.71%。 同时，多家新能源车企披露的4月"成绩单"显示，新能源车企竞争重回"三国杀"格局。 具体来看，4月，零跑汽车月度交付量首次站上4万辆大关，小鹏汽车、理想汽车守住3万辆关口，成为新能源车企头部阵营的重要成员。 月度交付量（销量）达3万辆，成为新能源车企进入头部阵营的重要门槛。埃安在4月失守3万辆关口；小米汽车不仅再次止步3万辆关口，而 且4月交付量首次环比下降。 总结可见，新能源车企之间的竞争持续激烈。此前已有车企掌门人预判2025年将迎来"淘汰赛"，但当前竞争格局尚未稳固，将给每位参与方 都带来机会。 | 品牌 | 销量或交付量(辆) | 同比 | 环比 | | --- | --- | --- | --- | | 比亚迪 | 380089 | 21.34% | 0. 71% | | 吉利新能源 | 125563 | 144% | 5% | | 零胸 | 41039 | 173. 50% | 10. 63% | | 小鹏 | 35045 | 273. 10% | 5. 54% | | 理想 | 33939 | 3 ...

一批新势力车企公布4月交付量。其中， 蔚来4月交付新车23900台，同比增长53%；小鹏汽车4月共交付新车35,045台，同比增长 273%；理想汽车4月交付新车33,939辆，同比增长31.6%；小米汽车4月交付超28000台；零跑汽车4月交付41039台，同比增长173%； 极氪科技集团4月销量同比增长18.7%；阿维塔4月销量11681台，同比增长122.6%；岚图汽车4月销量10019辆，同比增长150% 。 其中， 零跑汽车时隔3个月后再次实现单月交付量突破4万辆，位列交付榜排名第一；小鹏汽车和理想汽车当月交付均超3万辆，且小鹏连续 6个月交付量超3万 。 尽管理想将发力点落在了5月，但市场最为关注的无疑是其将于7月推出的全新纯电i系列首款车型理想i8。对理想而言，仅靠增程车型目前 已增长乏力，新品的推出或将一定程度上提升消费者对其的关注度。 1-4月，零跑、小鹏和理想累计交付量成胶着状态，最大差距不足3000辆。相对落后的蔚来时隔四个月后，再次实现单月交付量突破2万 辆，但前四个月累计交付量与前三者差距明显。 蔚来4月交付新车23,900辆，同比增长53.01%。其中，蔚来品牌交付新车19,269 ...

Group 1: New Energy Vehicle Sales Performance - Leap Motor achieved a delivery volume of 41,039 units in April, representing a year-on-year increase of 173%, with over 10,000 units of the newly launched Leap B10 delivered [1] - Xpeng Motors delivered 35,045 new vehicles in April, a year-on-year increase of 273%, marking the sixth consecutive month of deliveries exceeding 30,000 units [1] - Li Auto delivered 33,939 new vehicles in April, a year-on-year increase of 31.6%, but a month-on-month decrease of 7.5% compared to March [3] - NIO delivered 23,900 new vehicles in April, showing a year-on-year increase of 53% and a month-on-month increase of 58.9% [3] Group 2: Traditional Automaker Performance - SAIC-GM-Wuling reported a global sales volume of 126,455 units in April, a year-on-year increase of 22%, with new energy vehicle sales reaching 69,678 units, up 83.2% [4] - Toyota's sales in April reached 65,024 units, a year-on-year increase of 32%, with electric models accounting for 54% of total sales [4] - Zeekr Technology Group announced April sales of 41,316 units, a year-on-year increase of 18.7% [4] Group 3: Market Overview - The total retail market for narrow passenger vehicles in April was approximately 1.75 million units, a year-on-year increase of 14.4%, while new energy retail is expected to reach 900,000 units, with a penetration rate of 51.4% [5] - The sales pattern in April exhibited a "front low and back high" characteristic, with the first two weeks experiencing a slowdown in year-on-year growth due to the Qingming holiday and adverse weather conditions [5]

【文/观察者网 周盛明 编辑/ 高莘】2025年4月23日，理想汽车携理想MEGA和理想L系列亮相上海国际 汽车工业展览会，正式发布理想MEGA家族新成员——理想MEGA Home家庭特别版，以及全新升级的 理想MEGA Ultra智能焕新版和理想L6智能焕新版。 理想MEGA Home家庭特别版售价为55.98万元，理想MEGA Ultra智能焕新版售价为52.98万元。此外， 理想L6智能焕新版售价为24.98—27.98万元。 理想MEGA Home家庭特别版二排配备两把零重力旋转座椅，座椅旋转45度配合电动滑移门，有效增加 了上下车便利性。 此外，理想MEGA Home家庭特别版座椅旋转90度能够解决儿童座椅拆装的不便，搭配小桌板还可打造 露营观景座椅；单侧座椅180度旋转形成"对坐亲子模式"，儿童座椅倒坐面对三排家长，便于家长面对 面照顾的同时，二排和三排用户无需调整座椅即可自由通行。 理想MEGA Home家庭特别版 理想汽车 理想MEGA Home二排双侧座椅旋转180度进入"大客厅模式"，对坐空间达到1694毫米。新车二、三排 过道241毫米的上下车空间，也保证了后排用户进出的便利性。 值得注 ...

另一款车型理想L6智能焕新版全系标配ATL全天候激光雷达，AD Pro辅助驾驶升级更适配大模型运行 的地平线征程6M芯片，AD Max高级辅助驾驶升级NVIDIA Thor-U辅助驾驶芯片。 理想L6 Pro智能焕新版的硬件升级转化为安全性的显著提升，其主动安全能力全面看齐搭载AD Max高 级辅助驾驶的车型。在雨夜湿滑路面上，理想L6 Pro智能焕新版面对前方事故车能够从120公里/小时速 度刹停；同时，新增自动紧急转向（AES）功能，夜间以120公里/小时速度遇到儿童"鬼探头"横穿马路 时，也能够精准避让。面对更极端场景，理想L6智能焕新版全系标配的增强型自动紧急转向（AES）功 能还可以在夜间实现对障碍物的连续避让，且功能工作速度最高支持120公里/小时，真正让夜晚像白天 一样安全。 此外，理想L6智能焕新版新增外观颜色天青色特别版珍珠漆、全新黑棕双色内饰选项，以及全新设计 的20英寸、21英寸轮毂，为用户带来更多个性化的选择。 转自：北京日报客户端 理想汽车亮相近日开幕的上海国际汽车工业展览会，正式发布理想MEGA家族新成员——理想MEGA Home家庭特别版，以及全新升级的理想MEGA Ultra智 ...

Core Viewpoint - The 2025 Shanghai Auto Show, themed "Embrace Innovation and Win the Future," opened on April 23, showcasing advancements in automotive technology and attracting nearly a thousand domestic and international exhibitors, with a record scale and nearly a hundred new car models unveiled [1][2]. Industry Highlights - The auto show highlighted a focus on smart technology, with several automakers launching new products, including Li Auto's new family member, the Li Auto MEGA Home, and upgraded versions of the Li Auto MEGA Ultra and Li L6 [3]. - XPeng Motors showcased its humanoid robot IRON, which stands 178 cm tall and can perform various movements, emphasizing the importance of full-body intelligence in robotics [2][3]. - SAIC Group and Huawei introduced a new brand "SAIC Shangjie," marking a significant collaboration in the smart vehicle sector [3]. - Horizon Robotics presented its new urban driving assistance system, Horizon SuperDrive, and has partnered with over 40 automakers, achieving over 8 million units in pre-production deliveries [4]. Investment Strategy - The automotive sector is advised to focus on undervalued leading manufacturers and component suppliers due to performance improvements, particularly in the fields of new energy and smart technology [5]. - Recommended companies include BYD, Changan Automobile, Geely, and Li Auto in the new energy sector, as well as stable, undervalued component leaders like Huayu Automotive and Fuyao Glass [5]. - Key focus companies for the week include BYD, Li Auto, Top Group, Desay SV, and Sheng Electronics [6].

Core Insights - Dolby Laboratories showcased its next-generation in-cabin entertainment experience featuring Dolby Vision HDR imaging and Dolby Atmos immersive audio at the 2025 Shanghai Auto Show [1] - Over 25 automotive brands have adopted Dolby experiences, doubling the number from 12 months ago [8] Group 1: Industry Trends - The automotive industry is evolving from a mere transportation tool to a diversified mobile living space, with increasing consumer demand for high-quality in-cabin entertainment experiences [3] - Dolby is strategically positioning itself in the in-car entertainment market by collaborating with automotive manufacturers and streaming content platforms to enhance the in-car entertainment experience [3] Group 2: Consumer Insights - A survey by Counterpoint revealed that 97% of Chinese car owners are aware of Dolby's innovative technology, with 80% recognizing its significant enhancement of entertainment content quality [7] - Among consumers planning to purchase a vehicle in the next six months, 90% expressed interest in models equipped with Dolby Vision and Dolby Atmos, with 20% considering these features as crucial decision factors and willing to pay a premium [7] Group 3: Product Launches - Several automotive brands introduced new models supporting Dolby experiences at the auto show, including Li Auto's MEGA Ultra and MEGA Home, which are the first to offer both Dolby Vision and Dolby Atmos [8][10] - Zeekr, WEY, and other brands also announced models featuring Dolby Atmos, highlighting the growing trend of integrating Dolby technology into various vehicle types [10] Group 4: Future Collaborations - Dolby aims to deepen partnerships with automotive manufacturers and streaming content platforms to provide car owners with a diverse and high-quality entertainment experience comparable to home and mobile settings [10]