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9月新势力排位洗牌:零跑断层领跑 小鹏/小米首破4万改写格局
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 ...
车企新能源目标完成率:传统车企向好 新势力仅小鹏、零跑达标
Sou Hu Cai Jing· 2025-10-11 06:13
10月伊始,多家新能源汽车企业公布9月销量成绩,前三季度"战报"也随之揭晓。据经济观察报不完全统计,在12家新造车企业中,10家在"金九"实现销量 增长。1—9月,11家企业均实现增长,呈现良好发展态势。 然而,从年度目标完成率来看,新势力车企的形势却并不乐观,仅两家企业超过75%的标准线,9家企业目标完成率均低于50%。这意味着,第四季度诸多 新造车企业达标压力巨大。 记者 周菊 相比之下,在公布了新能源销量目标的传统车企中,达标情况相对乐观,有三家完成率达70%以上,有望达成年度销量目标。 | 排名 | 车企/品牌 | 1-9月销量 (万辆) | | --- | --- | --- | | T | 零跑汽车 | 39.6 | | 2 | 鸿蒙智行 | 34.4 | | 3 | 小鹏汽车 | 31.3 | | 6 | 理想汽车 | 29.7 | | 5 | 小米汽车 | 25.0 | | 7 | 深蓝汽车 | 23.2 | | イ | 蔚来汽车 | 20.1 | | 8 | 极氪汽车 | 14.4 | | g | 岚图汽车 | 9.7 | | 11 | 极狐汽车 | 9.2 | | 10 | 阿维塔 | 9 ...
新势力车企们2025年的年度KPI,还差多少没有完成?
3 6 Ke· 2025-10-10 11:50
Group 1 - The sales completion rates of various new energy vehicle manufacturers in the first three quarters of 2025 show significant disparities, indicating differing levels of success among companies [1][3] - Xiaopeng Motors leads with a completion rate of 89.5%, achieving cumulative sales of 313,000 units, exceeding its annual target of 350,000 units due to its strategic focus on product differentiation and advancements in smart driving [1][3] - Leap Motor follows with a completion rate of 79.1%, having sold 396,000 units, and is expected to meet its annual target of 500,000 units [1][3] Group 2 - Xiaomi ranks third with a completion rate of 71.4% and cumulative sales exceeding 250,000 units, but faces challenges in production capacity and supply chain management [3] - NIO's completion rate is only 45.7%, with cumulative sales falling short of expectations, despite the positive market response to its new models [3][5] - Other brands like Li Auto and Zeekr also show low completion rates, indicating challenges such as long product iteration cycles and heightened market competition [3][5] Group 3 - BYD has sold over 3.26 million units in the first nine months of 2025, achieving a completion rate of approximately 70.87%, and is expected to see further sales growth in the fourth quarter [5][7] - The upcoming peak sales period in the fourth quarter is critical for companies to meet their annual targets, with established players like BYD and Geely likely to exert pressure on new entrants [5][7] - The focus of competition is shifting from sales volume to comprehensive capabilities, technological strength, and global positioning, emphasizing the need for long-term strategies over short-term gains [9]
降价近7万!还有车型补贴5万,购车潮来了
21世纪经济报道· 2025-10-10 07:46
这一销售高峰与9月以来的"新车潮"密切相关。 据21世纪经济报道记者不完全统计,仅9月22 日至28日,国内车市就有18款新车上市或亮相,包括理想i6、问界M7、尚界H5等多款车型。 多款新车的集中发布直接带动了门店客流与订单量的攀升。一位鸿蒙智行销售人员透露,以新 款智界R7为例,假期期间订车仍需等待4至6周才能交付。 (鸿蒙智行一批新车正等待交付 本报记者焦文娟/摄) 行业层面,"金九"成色初步显现。 乘联会数据显示,9月1日至27日,乘用车市场零售销量达 177.6万辆,环比增长12%。 记者丨 焦文娟 编辑丨包芳鸣 金珊 国庆中秋假期(下文简称:"双节"),车市热度延续。记者发现,有品牌车型价格一口气 下 调近7万元,还有部分车型补贴高达5万元。 10月8日晚间,鸿蒙智行公布假期大定数据,9月30日至10月7日累计大定突破4.85万辆。 一是明确从2026年1月1日起,新能源汽车购置税将"免征"改为"减半征收" ,这意味着消费者 购车成本将最高增加1.5万元。 二是国家层面的"以旧换新"补贴政策在部分省份已于9月提前 结束。 一位经销商人士分析称,这种"错过就不再"的预期,促使大量观望中的消费者选择 ...
国庆车市情况
数说新能源· 2025-10-10 02:41
分组1 - BYD: Orders increased by over 30% month-on-month, with an expected 130,000 to 150,000 orders during the National Day holiday; sufficient inventory and multiple new models launched, returning to a cost-performance route with prices lower than expected, leading to positive order response [1] - AITO M7: Orders account for 50% of single-store sales, with over 60% year-on-year growth; expected to reach 30,000 orders during the 8-day holiday [1] - Li Auto: The Li L6 model saw strong orders, attracting users from competitors like YU7, Model Y, and others; approximately 15,000 new orders in the first five days before the holiday, with a total expected to reach nearly 70,000 by the weekend; orders recovered well after a price cut announced on October 2 [1] 分组2 - Zeekr: Zeekr X received over ten orders daily during the exhibition; pre-sale orders for Zeekr 9X exceeded 60,000, with a lock-in rate of 50-60%, and user budgets mostly above 500,000 [1] - Xpeng: Orders at single stores were less than 40 units in the first seven days of the holiday, with an expected total of 40,000 for the month [1] - Tesla, Xiaomi, and Leap Motor: Month-on-month performance remained stable, but year-on-year growth was significant [1] 分组3 - SAIC H5: Product strength is average, with high pricing, facing pressure to maintain a steady monthly sales of 10,000 units [1]
零跑汽车“拔头筹”月交付首破6万辆 理想汽车销量跌36.8%仅列新势力第六
Chang Jiang Shang Bao· 2025-10-10 01:57
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].
新车潮遇上政策礼 引爆“双节”购车热
国庆中秋假期(下文简称"双节"),车市热度延续。10月8日晚间,鸿蒙智行公布假期大定数据,9月30 日至10月7日累计大定突破4.85万辆。 这一销售高峰与9月以来的"新车潮"密切相关。据21世纪经济报道记者不完全统计,仅9月22日至28日, 国内车市就有18款新车上市或亮相,包括理想i6、问界M7、尚界H5等多款车型。多款新车的集中发布 直接带动了门店客流与订单量的攀升。一位鸿蒙智行销售人员透露,以新款智界R7为例,假期期间订 车仍需等待4至6周才能交付。 具体来看,理想汽车推出智能焕新版L系列限时置换补贴1.5万元,并提供1.99%的低息金融方案;小鹏 汽车则在假期推出"5年0利息0首付"限时福利,最高贴息55700元,老车主还可享受充电免服务费权益。 广汽丰田部分车型在"双节"限时促销中最高优惠可达5.1万元,但扣除日常已有的3万元左右优惠后,实 际额外优惠空间有限。若不涉及置换等额外补贴,消费者实际能享受到的额外优惠可能在3000元左右。 部分品牌车型则在线上电商平台推出"双节"限时优惠,以期吸引更多客户。 行业层面,"金九"成色初步显现。乘联会数据显示,9月1日至27日,乘用车市场零售销量达177. ...
新车潮遇上政策礼,引爆“双节”购车热
(原标题:新车潮遇上政策礼,引爆"双节"购车热) 国庆中秋假期(下文简称:"双节"),车市热度延续。10月8日晚间,鸿蒙智行公布假期大定数据,9月30日至10月7日累计大定突破4.85万辆。 这一销售高峰与9月以来的"新车潮"密切相关。据21世纪经济报道记者不完全统计,仅9月22日至28日,国内车市就有18款新车上市或亮相,包括 理想i6、问界M7、尚界H5等多款车型。多款新车的集中发布直接带动了门店客流与订单量的攀升。一位鸿蒙智行销售人员透露,以新款智界R7 为例,假期期间订车仍需等待4至6周才能交付。 (鸿蒙智行一批新车正等待交付 本报记者焦文娟/摄) 21世纪经济报道记者 焦文娟 行业层面,"金九"成色初步显现。乘联会数据显示,9月1日至27日,乘用车市场零售销量达177.6万辆,环比增长12%。 新车密集上市之外,各地限时优惠政策的推出也进一步刺激了消费。部分主机厂与经销商推出了涵盖现金补贴、置换补贴、定金抵扣、金融政 策、限时特价及积分等多种形式的优惠,力度从千元至万元不等,燃油车市场更普遍采用"一口价"模式拉动销量。 政策窗口期催生购车潮 假期车市的升温,主要受两项全国性政策调整推动。 一是明确从 ...
9月车市保持增长新势力高端亮眼 | 投研报告
小鹏41,581辆,同比+94.7%,环比+10.3%; 蔚来34,749辆,同比+64.1%,环比+11.0%; 民生证券近日发布新势力系列点评二十三:乘联会初步推算本月狭义乘用车零售总市场 规模约为215.0万辆左右,同比+2.0%,环比+6.5%,其中新能源零售预计可达125万,渗透 率约为58.1%。9月6家样本新势力车企(不含小米)合计交付224,308辆,同比+19.9%,环比 +12.6%。9月国家继续规范新能源汽车竞争秩序,市场终端折扣维持稳定,价格体系趋于稳 定;渗透率持续攀升并创历史新高,对整体车市形成有力支撑。 以下为研究报告摘要: 事件概述: 2025年9月重点新能源车企交付量发布,据各公司披露数据:零跑66,657辆,同比 +97.4%,环比+16.8%; 零跑:据公司披露,9月交付66,657辆,同比+97.4%,环比+16.8%,我们判断,公司整 体销量同比增长得益于C10、B01在20万以内的强势产品及性价比优势。随着B系列新车在今 年逐步推出,公司销量有望持续提升。主要车型8月销量中,C10交付1.5万辆,占公司当月 交付量27.1%;B01交付1.0万辆,占17.8%。新车 ...
9月新势力销量:零跑6万,「鹏界米」4万
Xin Lang Ke Ji· 2025-10-09 02:41
Core Insights - The article discusses the significant changes in the electric vehicle (EV) market during the "Golden September and Silver October" sales period, highlighting the competitive landscape among new energy vehicle brands in China [2][25]. Delivery Performance - The top three brands in terms of delivery volume are Li Auto, Xiaopeng, and Aion, with Li Auto delivering 66,657 units, a year-on-year increase of 97% [4][5]. - Xiaopeng achieved a record delivery of 41,581 units, marking a 95% year-on-year growth, while Aion's deliveries fell by 19% [4][5]. - Xiaomi's deliveries exceeded 40,000 units for the first time, showing a remarkable 300% year-on-year increase [4][5]. - NIO ranked fifth with 34,749 units delivered, reflecting a 64% year-on-year growth, while Li Auto ranked sixth with 33,951 units, down 37% year-on-year [4][5]. Market Dynamics - The article indicates that traditional automakers' EV brands are growing but struggle to pose a significant threat to the top six new energy brands [6]. - The monthly delivery threshold for leading brands has risen to 40,000 units, creating challenges for brands that cannot meet this benchmark [6]. Brand Strategies - Li Auto's strategy focuses on offering competitive pricing and features in mainstream models, which has resonated with cost-conscious consumers [9]. - Xiaopeng's growth was driven by aggressive promotional financing policies, including zero-interest loans and substantial trade-in subsidies [12]. - Aion's decline suggests a need for reevaluation of its market strategy, while BYD's sub-brand Fangchengbao saw a 345% increase in deliveries, indicating successful market penetration [5][6]. Emerging Trends - The article notes the increasing importance of production capacity, as Xiaomi's recent surge in deliveries was attributed to improved production capabilities [16]. - The introduction of new models, such as NIO's M7, is expected to bolster sales and strengthen market positioning in the high-end segment [13][14]. - The competitive landscape is evolving, with traditional luxury brands beginning to take the EV market seriously, as evidenced by the launch of new models like the Mercedes-Benz electric CLA [26]. Future Outlook - The article suggests that the future of the EV market will be characterized by technological advancements, increased competition from traditional automakers, and a need for brands to differentiate themselves through innovation and multi-brand strategies [27].