北京商报讯（记者 蔺雨葳）2月27日，蔚来全新ES8在温州完成第70000辆交付。2026年1月，全新ES8 零售销量17645辆，连续两个月斩获大型SUV销量冠军及40万元以上车型销量冠军。 ...

公告显示，主要受以下因素综合影响，2025年第四季度销量持续增长，有利的产品组合推动汽车毛利率优化，持续推行全面降本增效措施。 首度实现盈利！ 其中，2025年第四季度销量持续增长有力推动蔚来盈利。数据显示，2025年四季度，蔚来累计交付124807辆，达成12万至12.5万辆的交付指引，三品牌协同 效应逐步显现。蔚来全新ES8大幅热销形成有力驱动，1月18日，蔚来宣布全新ES8开启交付后的第120天，交付量突破5万辆。 近日，根据蔚来在港交所发布公告显示，公司预计2025年第四季度首次实现单季度经调整经营利润（非公认会计准则），盈利区间为人民币7亿元至12亿 元，同比去年实现大幅扭亏为盈。同时，按公认会计准则计量，蔚来预计2025年第四季度经营利润为人民币2亿至7亿元（约0.29亿美元至1亿美元），同样 实现盈利。 蔚来汽车董事长李斌表示，2026年的经营目标是整年盈利，结合供应链持续降本，销售、研发、管理费用控制持续优化，2026年综合毛利率有望达到20%。 南方+记者 拱千舒 ...

Core Insights - New energy vehicle companies in China reported mixed delivery results for January, with some experiencing significant growth while others faced declines in both year-over-year and month-over-month metrics [1][4]. Delivery Data Summary - Hongmeng Zhixing led the delivery rankings with 57,915 units, a year-over-year increase of 65.6% [5]. - Xiaomi delivered over 39,000 units, marking a 95% increase compared to January 2025 [5]. - Leap Motor delivered 32,059 units, a year-over-year increase of 27% but a month-over-month decline of 47% [5][6]. - Li Auto delivered 27,668 units, down 7.6% year-over-year and 37.5% month-over-month [7]. - NIO delivered 27,182 units, showing a 96.1% year-over-year increase but a 43.5% month-over-month decline [8]. - XPeng delivered 20,011 units, down 34.1% year-over-year and 46.7% month-over-month [10]. - Lantu delivered 10,515 units, a year-over-year increase of 31% [11]. Market Trends and Insights - The overall retail sales of passenger vehicles in China dropped by 28% year-over-year and 37% month-over-month, with new energy vehicles experiencing a notable decline [4]. - The penetration rate of new energy vehicles fell from 59.1% in December to 45.9% in January [4]. - A new energy vehicle company executive attributed the market downturn to the traditional off-peak season and the expiration of tax exemption policies, which led to demand being pulled forward [4][11].

Core Insights - The automotive industry faced a significant downturn at the beginning of 2026, with many companies reporting disappointing sales figures compared to December 2025, despite some year-on-year growth due to low bases from the previous year [1][4][6] - The market is experiencing a reshuffling, with new entrants like AITO and Xiaomi gaining traction while established players like Li Auto and Xpeng are struggling [3][12][20] Group 1: Market Performance - January 2026 saw a 28% year-on-year decline in retail sales of passenger vehicles, with a 37% drop compared to December 2025 [6] - The new energy vehicle (NEV) market specifically experienced a 16% year-on-year decline and a 52% month-on-month decline [6] - AITO led the new energy vehicle segment with a delivery of 40,016 units, marking a significant year-on-year increase of 83% [13] Group 2: Company-Specific Performance - Xiaomi and AITO both reported over 39,000 units delivered in January, while Li Auto and Xpeng fell below the 30,000 mark [3][15] - Li Auto's deliveries were 27,668 units, showing a 37% month-on-month decline and an 8% year-on-year decline due to battery supply issues [20][22] - NIO delivered 27,182 units, a 96.1% year-on-year increase but a 43% month-on-month decline, with the new ES8 model being a key contributor [22][23] Group 3: Competitive Strategies - Companies are responding to market pressures by adjusting pricing strategies, with BMW reducing prices on 31 models and some brands offering zero-interest loans [6][7] - AITO and Xiaomi are launching new financial purchase plans to stimulate sales, including low-interest financing options [11][23] - The competitive landscape is intensifying, with companies like Geely and BYD also adjusting their strategies to maintain market share [26][28] Group 4: Traditional Automakers - Geely emerged as the top-selling automaker in January 2026 with 270,000 units sold, surpassing BYD's 210,000 units [26][28] - BYD's sales dropped by 30.11% year-on-year, with a significant 50.04% decline from December 2025 [28][30] - Chery and Great Wall Motors also reported declines, with Chery's sales at 200,269 units and Great Wall's at 90,312 units, reflecting broader market challenges [33][35]

凤凰网科技讯 2月2日，安徽蔚来总经理余东明宣布，2026年1月，蔚来全新ES8交付17,646台，历时134 天，全新ES8完成第60,000台交付。2025年12月，全新ES8零售销量达22,258台。 全新蔚来ES8纯电SUV于去年9月20日晚正式上市，售价40.68万-44.68万元，租电方案29.88万-33.88万 元。 该车长达5280mm，轴距3130mm，是目前中国市场尺寸最大的纯电SUV之一。新车内饰配备了Skyline 天际线屏幕、悬浮式中控屏以及最新升级的NOMI系统。 动力方面，新车基于全域900V高压架构打造，双电机峰值功率520kW，峰值扭矩700N m，零百加速 3.97秒，100km/h到0制动距离34.9m，标配102kWh 4C电池包，CLTC续航635km，百公里能耗 16.6kWh。 ...

1月，蔚来公司交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1,024,774台。 蔚来全新ES8在广州完成第60,000台新车交付，历时134天。纯电大三排SUV的黄金时代已经到来。 蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道品牌针对乐道L60与L90推出7年超低息购车方案，7年 0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火虫品牌推出7年超低息购车方案，锁单赠 送马年新春奇遇礼包。蔚来换电次数已突破9,900万次，1亿次换电即将达成。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

Core Insights - NIO reported a delivery of 27,182 new vehicles in January 2026, representing a year-on-year increase of 96.1% [1] - The total cumulative delivery of NIO vehicles has reached 1,024,774 units [1] - The new ES8 model achieved its 60,000th delivery in Guangzhou within 134 days [1] Financing Options - NIO has introduced a 7-year low-interest financing plan for its new models ET5, ET5T, ES6, and EC6, with an annual interest rate of 0.49% and no financial service fees or prepayment penalties [1] - The Firefly brand has also launched a similar 7-year low-interest financing plan [1] Battery Swap Milestone - NIO's battery swap stations have completed over 99 million swaps, with the company approaching the milestone of 100 million swaps [1]

Core Viewpoint - NIO Inc. has achieved significant growth in vehicle deliveries, indicating a strong demand for electric vehicles in the market [1] Group 1: Company Performance - In January 2026, NIO delivered 27,182 new vehicles, representing a year-on-year increase of 96.1% [1] - The total cumulative deliveries of NIO vehicles have reached 1,024,774 units [1] - The new ES8 model has completed its 60,000th delivery in Guangzhou within 134 days [1] Group 2: Market Trends - The era of large three-row electric SUVs is emerging, highlighting a shift in consumer preferences towards larger electric vehicles [1] - NIO has introduced a 7-year low-interest financing plan for its new models, including ET5, ET5T, ES6, and EC6, with an annual interest rate of 0.49% and no financial service fees [1] - The Firefly brand has also launched a similar 7-year low-interest financing plan, offering promotional packages for early orders [1] Group 3: Infrastructure Development - NIO's battery swap stations have surpassed 99 million swaps, with the milestone of 100 million swaps expected to be reached soon [1]

2026年1月，蔚来公司交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1,024,774台。蔚来全新ES8在广州完成第60,000台新车交 付，历时134天。纯电大三排SUV的黄金时代已经到来。蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道品牌针对乐道L60与L90推出7年超低息购车方案， 7年0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火虫品牌推出7年超低息购车方案，锁单赠送马年新春奇遇礼包。蔚来换电次数已突破 9,900万次，1亿次换电即将达成。 I life B a ic ...

目前，蔚来换电次数已突破9900万次，1亿次换电即将达成。 北京商报讯（记者 蔺雨葳）2月1日，蔚来公司发布的数据显示，2026年1月，蔚来公司交付新车27182 台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1024774台。蔚来全新ES8在广州完成第 60000台新车交付，历时134天。 蔚来方面表示，纯电大三排SUV的黄金时代已经到来。蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道 品牌针对乐道L60与L90推出7年超低息购车方案，7年0.49%年化费率，0金融服务费，提前还款0违约 金。firefly萤火虫品牌也推出了7年超低息购车方案。 ...