2026年刚刚开启，"比亚迪问鼎2025年全球纯电销量冠军"的消息就刷了屏，并迅速冲上热搜，并连续多 日维持热度。 其实，如果仅从"单项冠军"这个角度看，坐上制造业世界冠军宝座的中国企业并不少，比如在钢铁、光 伏、玻璃、水泥等生产领域，都不乏中国企业的身影，但为何比亚迪问鼎全球纯电车型却受到如此广泛 的关注？ 曹开阳 如今比亚迪新能源汽车的业务已遍布全球六大洲、119个国家和地区，在南美、亚太等多个重要市场， 比亚迪已成为当地新能源汽车消费者的主流选择之一。事实上，除了比亚迪，近年来奇瑞、吉利、上汽 等多家中国车企在海外市场的成绩也有目共睹，中国车企由此既展现了创新上的锐度，也凸显了"集体 优势"的厚度。也许，这才是比亚迪问鼎2025年全球纯电车型销冠如此受重视的原因。 展望未来，纯电车型的比拼一方面是对"三电"技术的进一步优化，另一方面则是对智能辅助驾驶技术的 进一步提升，而从产业的集成整合来看，中国车企在这两个方面都已跑在前列，如今要做的不再是逆 袭，而是扩大领先优势。这让我们有理由相信，当中国车企再次夺得纯电车型销冠，这样的消息或许将 不会再有这么高的热度，因为人们会逐渐习以为常。 【作者：曹开阳】 【 ...

当元旦节日氛围正浓，中国汽车行业却迎来一场无声的战役。 各大汽车公司相继于1月初公布2025年最后一个月的销量成绩，全年终局榜单也随之揭晓。这张成绩单揭开行业现 实，传统巨头正在以前所未有的速度扩张版图，而造车新势力阵营却正在经历残酷的座次洗牌。 新能源转型的洪流中，有人乘风破浪，也有人黯然退潮。 传统巨头阵营鼎立，强者恒强 刚刚过去的2025年，传统自主品牌巨头表现堪称强势。 比亚迪毫无悬念地继续领跑，2025年全年累计销量突破460万辆，同比增长接近8%。其中纯电车型全年累计销量 225.67万辆，同比大增27.86%。由此，比亚迪继续斩获中国汽车市场车企、品牌双料销量冠军，以及全球新能源市场 销量冠军。 尤其值得注意的是，比亚迪海外市场年销量首次突破百万大关，乘用车及皮卡海外销量达104.96万辆，同比激增 145%。这意味着，中国汽车销冠正在加速成长为世界级选手。 图片来源：比亚迪汽车 紧跟比亚迪的步伐，吉利汽车在2025年上演一出追逐大戏。全年累计销量超302万辆，超额完成全年300万辆销售目 标，同比激增39%，创下历史新高。吉利强劲增长的动力来源于其新能源转型全面提速，全年新能源车销量接近169 ...

来源|凤凰网财经《公司研究院》 当元旦节日氛围正浓，中国汽车行业却迎来一场无声的战役。 各大汽车公司相继于 1月初公布2025年最后一个月的销量成绩，全年终局榜单也随之揭晓。这张成绩单揭开行业现实，传统巨头正在以前所未有的速 度扩张版图，而造车新势力阵营却正在经历残酷的座次洗牌。 新能源转型的洪流中，有人乘风破浪，也有人黯然退潮。 01 传统巨头阵营鼎立，强者恒强 刚刚过去的 2025年，传统自主品牌巨头表现堪称强势。 比亚迪毫无悬念地继续领跑， 2025年全年累计销量突破460万辆，同比增长接近8%。其中纯电车型全年累计销量225.67万辆，同比大增27.86%。 由此，比亚迪继续斩获中国汽车市场车企、品牌双料销量冠军，以及全球新能源市场销量冠军。 尤其值得注意的是，比亚迪海外市场年销量首次突破百万大关，乘用车及皮卡海外销量达 104.96万辆，同比激增145%。这意味着，中国汽车销冠 正在加速成长为世界级选手。 图片来源：比亚迪汽车 紧跟比亚迪的步伐，吉利汽车在 2025年上演一出追逐大戏。全年累计销量超302万辆，超额完成全年300万辆销售目标，同比激增39%，创下历史 新高。吉利强劲增长的动力来源于其 ...

每经AI快讯，1月1日，比亚迪发布2025年12月产销快报，当月新能源汽车销量420,398辆，同比下滑约 18.2%；2025年全年累计销量4,602,436辆，同比增长7.73%。其中纯电车型12月销量190,712辆，全年累 计2,256,714辆，同比大增27.86%。 ...

纯电车型续航焦虑缓解、充电速度提升以及燃油车大幅降价带来销量回暖，都对增程车的销量趋冷产生了不小的影响。蔚来汽车董事长、CEO李斌在广州车 展期间透露，10月纯电大三排SUV上险量远超增程车型，市场格局正在发生根本性转变，纯电大三排SUV的黄金时代已经到来。李斌认为，纯电技术的发展 已经解决了续航焦虑这一痛点，同时纯电车型的"体重"控制更好，带来更好的操控体验、安全性能和更低的持有成本。 增程车的销量已经连续四个月同比下滑了。乘联分会的数据显示，今年10月，增程车的批发销量为12.1万辆，同比下滑1.9%，零售销量更是同比下降7.7%。 与此同时，增程车在新能源汽车批发销量中的占比也出现了下降，从2024年底的9.1%下降至今年10月的7.5%。2024年，增程车销量达到116.7万辆，同比增 长78.7%，增速远超纯电的22.6%和插混的76.3%。但随着如今越来越多的车企涌入增程赛道，加上纯电车型开始普及800V架构，市场格局开始重构。 凭借增程车的强势表现，理想汽车成为了第一家盈利的新势力车企，但今年第三季度，理想汽车终结了连续11个季度盈利的纪录。这背后，与增程车的销量 同比下滑有很大关系。今年7月， ...

Overall Situation - In November 2025, China's passenger car terminal sales reached 2.005 million units, a month-on-month decrease of 4.3% [1] - New energy passenger car sales totaled 1.223 million units, showing a month-on-month increase of 2.3% [1] - Breakdown of new energy vehicle sales: pure electric vehicles sold 774,000 units (up 0.6%), plug-in hybrid vehicles sold 335,000 units (up 3.4%), and range-extended vehicles sold 114,000 units (up 11.7%) [1] - Notably, the monthly penetration rate of new energy vehicles surpassed 60% for the first time [1] Market Overview - Since mid to late October, orders have started to decline, with November showing a further slight weakening in market conditions after excluding short-term purchase orders from late October [3] - The decline is attributed to the exhaustion of national subsidy quotas and consumers entering a "wait-and-see" mode [3] - The used car replacement subsidy has been strong, leading to an unexpected growth in the car market in 2025 [3] - However, in 2026, the reduction of new energy vehicle purchase tax by 5% will result in over 100 billion yuan in tax benefits being lost, creating significant pressure on market growth [3] - To ensure a good start for the 14th Five-Year Plan, it is expected that the end of 2025 will need to stabilize without overextending next year's growth potential [3]

一边是市场渗透率跃上50%的关键节点，一边是头部企业利润承压，中国新能源汽车产业正在经历一场 看似"分裂"的成长。 度将逐渐回落，即国内市场将从增量扩张阶段，逐步进入存量替代阶段。 作为新能源汽车行业的领头羊，比亚迪财报显示，今年第三季度营收同比降3%，净利润下滑了33%， 称主要受行业竞争加剧和持续的价格战影响。与之形成微妙对比的，是整个行业在10月份迎来了历史性 时刻——新能源汽车的单月新车销量占比首次超过一半，达到51.6%。 图片来源：视觉中国 渗透率过半后，中国新能源汽车的新长征宣告开启。尽管像比亚迪这样的龙头企业出现了业绩波动，但 目前尚难断言整个行业由此进入下行周期，更有可能的是行业从早期的"普及期"迈入了"淘汰升级期"， 竞争的核心逻辑正在发生根本性转变。 跨过拐点，新能源汽车市场步入新常态 51.6%这一数字，标志着新能源汽车已经从政策驱动的"新物种"，转变为市场主导的"新常态"。 中国汽车工业协会的数据显示，今年1-8月，新能源汽车销量突破960万辆，同比增长36.7%，新车销量 占比达到45.5%。渗透率曲线呈现出典型的S型增长特征，意味着新能源汽车处在从早期采纳者向早期 大众过渡的陡峭 ...

Group 1: Market Trends and Collaborations - The 2025 Guangzhou International Auto Show highlights the significant demand for electric vehicles (EVs) in China, prompting multinational car manufacturers to launch new products tailored for the Chinese market and accelerate local collaborations in the EV sector [1][5] - Audi emphasizes that China is a crucial market in its global strategy, collaborating with SAIC Group to integrate German quality and safety standards with China's digital ecosystem [3] - Ford's representatives note that the acceleration of partnerships with China in the EV sector is primarily due to China's robust and well-established EV supply chain [5][7] Group 2: Technological Innovations - Mercedes-Benz introduced its first pure electric model featuring technology inspired by Formula 1 racing, showcasing its commitment to developing EVs in both global and Chinese markets [9] - The company is enhancing localization efforts through innovation centers in Beijing and Shanghai, leveraging China's strong supply chain and technological ecosystem [11] - The automotive industry is undergoing a transformation with the integration of artificial intelligence and big data, which are reshaping the sector [12][15] Group 3: Data Utilization and Industry Development - The establishment of a trusted data space by the China Automotive Industry Association aims to break down data silos within the industry, integrating various stakeholders such as manufacturers, parts suppliers, and research institutions [16] - The trusted data space has shown significant results in the intelligent driving insurance sector by connecting data from consumers, manufacturers, and insurance companies to create a complete loop for accident responsibility determination [17] - The accumulation of over 17,000 wind tunnel data points by the China Automotive Engineering Research Institute is enhancing AI's ability to accurately assess vehicle aerodynamic performance, thereby improving development efficiency [19] Group 4: Expansion into Robotics - Automotive companies in Guangdong are leveraging their strong industrial chain advantages to venture into the robotics industry, exemplified by GAC Group's humanoid robot providing services at a metro station [20][22] - The chairman of XPeng Motors predicts that many companies in China's automotive industry will transition into physical AI companies in the coming decade [26] - The development of humanoid robots is seen as a significant direction in intelligent robotics, although it remains primarily in the research phase [27]

Core Viewpoint - The 2025 Guangzhou International Auto Show highlights the accelerating collaboration between multinational automotive companies and local Chinese firms in the electric vehicle (EV) sector, driven by China's substantial demand for new energy vehicles [1][5]. Group 1: Multinational Companies' Strategies - Several multinational car manufacturers are launching new products tailored for the Chinese market, emphasizing local collaboration in the new energy sector [1]. - Audi's CEO emphasizes that China is a crucial market for Audi's global strategy, utilizing a collaborative R&D model that integrates German quality with China's digital ecosystem [3]. - Ford's representatives note that the acceleration of partnerships with China is primarily due to the country's robust and comprehensive EV supply chain [5][6]. - Mercedes-Benz showcases its commitment to the Chinese market by introducing its first fully electric F1 car, indicating increased R&D investment in China [8][10]. Group 2: Data and Technology Integration - Big data is emerging as a new driving force in the automotive industry, with AI and data technologies reshaping the sector [11]. - The establishment of a trusted data space by the China Automotive Industry Association aims to eliminate data silos within the industry, integrating various stakeholders [13][15]. - The application of this data space in smart driving insurance has shown significant results by connecting data from consumers, manufacturers, and insurance companies to create a complete accident responsibility framework [16]. Group 3: Robotics and New Production Forces - Automotive companies are venturing into the robotics industry, leveraging their strong supply chain advantages [20][23]. - GAC Group's humanoid robot is designed to enhance service efficiency, representing a shift towards new productive forces in the automotive sector [21]. - Industry leaders suggest that many automotive companies will transition into AI-focused entities in the coming decade, emphasizing the importance of thorough feasibility studies to avoid redundant investments [25][27].

Core Insights - The trend towards pure electric vehicles (EVs) is becoming increasingly clear in the automotive industry [1] - Market data indicates a 20% increase in pure electric vehicle sales in October, while range-extended models saw a 20% decline [1][2] Group 1: Industry Trends - The automotive industry requires product decisions to be made two to three years in advance, making it challenging to predict future trends [1] - There has been a shift in consumer mindset, with users becoming more accepting of the development of pure electric technology [2] Group 2: Company Positioning - The company will continue to adhere to a technology route that aligns with market trends and will improve products and business models based on market feedback [2] - The founder of the company expressed that large battery range-extended vehicles compromise on design aspects to accommodate their transitional role, affecting battery usability, range, cost, and weight compared to pure electric products [1]