2.【蔚小理等9家车企推"7年低息"】2月1日，蔚来推出2月限时金融购车方案。当月订购蔚来ET5、 ET5T、ES6、EC6并成功锁单的用户，可享限时7年84期金融购车方案，首付低至20%起，年化费 率低至0.49%。据不完全统计，目前已经有特斯拉，小鹏，理想，小米，吉利等9家车企推出了低息 金融购车方案，其中部分方案低至0首付。（第一财经） 3.【小米否认与福特探索成立电车合资企业】英国《金融时报》周六援引知情人士报道称，福特汽车 (F.N)曾与小米就合作事宜举行谈判，探讨在美国成立合资企业制造电动汽车。对此小米方面回应称， 有关小米正与福特汽车公司商谈合资企业的报道是虚假的。小米目前未在美国销售其产品和服务，也 未就此进行谈判。（易车网） 1.【车企一月成绩单出炉：小米汽车交付量超过39000台 问界交付量同比增83%】车企一月成绩单2 月1日陆续出炉，截至目前： 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 创业邦 着 睿兽分析 4.【阿维塔06旅行车谍照曝光，预计采用贯穿式尾灯】2月1日，一组阿维塔06旅行车谍照在社交平 台曝光，虽然裹着厚厚的伪装皮肤，但还 ...

来源：第一财经 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 2月1日，蔚来推出2月限时金融购车方案。当月订购蔚来ET5、ET5T、ES6、EC6并成功锁单的用户，可享限时7年84期金融购车方案，首付低至20%起， 年化费率低至0.49%。 据不完全统计，目前已经有特斯拉、小鹏、理想、小米、吉利等9家车企推出了低息金融购车方案，其中部分方案低至0首付。 福耀科技大学50名大一学生被企业抢光？校长王树国回应 男子用SIM卡炼出191克黄金，价值21万元？当事人最新回应 ...

【#蔚来推出低息购车方案#：首付低至20%起，年化费率低至0.49%】#9家车企推7年低息# 2月1日，蔚 来推出2月限时金融购车方案。当月订购蔚来ET5、ET5T、ES6、EC6并成功锁单的用户，可享限时7年 84期金融购车方案，首付低至20%起，年化费率低至0.49%。据不完全统计，目前已经有特斯拉、小 鹏、理想、小米、吉利等9家车企推出了低息金融购车方案，其中部分方案低至0首付。（一财） ...

2026.02. 01 作者 | 第一财经 葛慧 2月1日，蔚来推出2月限时金融购车方案。当月订购蔚来ET5、ET5T、ES6、EC6并成功锁单的用 户，可享限时7年84期金融购车方案，首付低至20%起，年化费率低至0.49%。 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 飞天茅台价格全线上涨 EST p s top p Readlines Nederlands Committee Lro a di 图 KWEICHOW MOUTAICO.LTD Alley 据不完全统计，目前已经有特斯拉、小鹏、理想、小米、吉利等9家车企推出了低息金融购车方案， 其中部分方案低至0首付。 微信编辑 | 雨林 ...

2月1日，蔚来推出2月限时金融购车方案。当月订购蔚来ET5、ET5T、ES6、EC6并成功锁单的用户，可 享限时7年84期金融购车方案，首付低至20%起，年化费率低至0.49%。据不完全统计，目前已经有特斯 拉，小鹏，理想，小米，吉利等9家车企推出了低息金融购车方案，其中部分方案低至0首付。 （文章来源：第一财经） ...

我怕除夕的鞭炮太响，我怕初一的祝福太多，所以在还有小一个月才过年的今天，脖子哥在这里给各位差友拜年啦。 预祝大伙在新的一年读书的高分上班的挣钱，饺子饺子饺饺子。 而在编辑部都在东摸西摸准备放假的同时，有不少车企也发布了自家在 2026 年的销量目标。 对比各家去年定下的目标和最后的达成率，有些选手今年可以说是依旧相当激进，干就完了。 有另一部分选手则是选择了激流勇退，明年过得差不多就得了。当然，也有一些你绝对想不到的品牌做出了一些你想不到的决定。 挺有意思，脖子哥这就带各位股东快速审阅一下。大家也能看看自己喜欢或者想买的品牌，在明年会是个啥状态。 那么首先第一个，处在风口浪尖的车企小米。前一阵在直播的时候，小米的老大雷军表示自家的汽车业务在 2026 年的目标，是一个 " 不高不低 " 的 55 万 辆。 对比小米去年 41 万台的交付量，这个数字好像确实不算离谱，增量 " 只有 "普通的 34% 。但不要忘了，小米在去年最初定下的全年目标可只有 30 万台， 已经非常夸张的超额完成目标了。 这一方面让刚上市没没多久的小米成了随处可见的爆款，也让一般需要好几年才能慢慢提高的新车产能变得十分吃紧。 去年年底的时 ...

Core Viewpoint - Tesla's stock price dropped 4.14% on January 6, resulting in a market value loss of $66.23 billion, attributed to disappointing sales figures for 2025 [1][2]. Group 1: Sales Performance - In 2025, Tesla's global deliveries reached 1.636 million units, a year-on-year decline of 8.6%, marking the first time it lost its title as the global leader in pure electric vehicle sales [3]. - In China, Tesla's sales for the first 11 months of 2025 were 531,900 units, down 7.37% from 574,200 units in the same period last year, while the domestic electric vehicle market continued to grow [5]. - Tesla's sales in China showed a pattern of "overall weakness with a short-term year-end rebound," indicating a struggle against increasing competition from local brands [4]. Group 2: Competitive Landscape - BYD's pure electric vehicle sales reached 2.2567 million units in 2025, a year-on-year increase of 27.86%, highlighting the competitive pressure on Tesla [5]. - Tesla's Shanghai Gigafactory contributed 52% of its global deliveries in 2025, but the demand in China was significantly affected by local brands [5]. - Local brands like Xiaomi and BYD are rapidly gaining market share through frequent product updates and better alignment with consumer preferences, contrasting with Tesla's slower product iteration [8]. Group 3: Product and Market Adaptation - Tesla's slower product updates and lack of localized adaptations are seen as core issues contributing to its declining sales [8]. - The absence of Tesla's Full Self-Driving (FSD) system in China, limited by regulatory constraints, further hampers its competitive edge [9]. - Analysts suggest that Tesla needs to accelerate localization efforts to transition from "Tesla China" to "China Tesla," emphasizing the importance of aligning with local market demands and consumer values [9].

Core Insights - The new energy vehicle (NEV) industry in 2025 has shown a clear division between leading brands and those lagging behind, with a notable performance from new entrants like Leap Motor, Hongmeng Zhixing, and Xiaopeng, which have solidified their positions in the first tier of the market [2][5][6] - Traditional automakers' second-generation brands, such as Deep Blue, Zhiji, and Avita, despite having strong backing, have struggled to compete and remain in the second tier [2][5] Market Performance - In 2025, the top three new car brands were Leap Motor (596,555 units, +103%), Hongmeng Zhixing (589,107 units, +32%), and Xiaopeng (429,445 units, +126%) [5][7] - Other notable brands included Xiaomi Auto (over 411,625 units), Li Auto (406,343 units), and Deep Blue (333,117 units) [5][7] - The bottom performers were Avita (128,772 units), Zhiji (81,000 units), and Deep Blue (150,169 units), with Zhiji being the only brand with sales below 100,000 units [6][7][8] Competitive Landscape - The NEV market is transitioning from growth to intensified competition, with a resurgence of price wars as seen with BMW's significant price cuts across multiple models [3][4][14] - The first-tier brands are primarily pure new car manufacturers, while many second-tier brands are traditional automakers' second-generation brands, which have shown promising growth rates despite lower overall sales [8][11] Future Outlook - The NEV market is expected to see slower growth in 2026, with predictions of only about 2% increase in sales, leading to a more competitive environment [14][15] - Brands like Lantu and Deep Blue are anticipated to perform well in 2026, with Lantu expected to expand its product lineup significantly and Deep Blue achieving high delivery rates [19][21] - Conversely, brands like Avita and Zeekr may face challenges in maintaining momentum due to market saturation and pricing pressures [22][25] Consumer Sentiment - Consumers show a preference for traditional automakers' NEV brands, citing concerns over the stability and reliability of newer entrants [26][27] - The backing of established manufacturers provides a sense of security for consumers, influencing their purchasing decisions [26][27]

Core Viewpoint - The article discusses the rising trend of young consumers opting for second-hand electric vehicles (EVs) over new cars, highlighting the significant market shift and the strategies employed by platforms like Guazi to capitalize on this trend [4][6][55]. Group 1: Market Trends - Young consumers are increasingly turning to second-hand cars, particularly EVs, as they seek better value for money [4][6]. - The total transaction volume of second-hand cars in China is projected to exceed 20 million units for the first time this year, with a year-on-year growth of 2.95% [6]. - Platforms like Guazi have recognized the opportunity in the second-hand EV market and are investing heavily in this sector [9]. Group 2: Marketing Strategies - Guazi's marketing tactics have effectively captured the attention of young consumers, with campaigns promoting second-hand Teslas at prices as low as 99,000 yuan [11][18]. - The company utilizes creative advertising methods, including integrating promotions into popular content, to reach potential buyers [12][20]. - The marketing strategy emphasizes the affordability and quality of second-hand EVs, appealing to consumers' desire for value [24][30]. Group 3: Buyer and Seller Dynamics - The second-hand EV market is characterized by a stark contrast between sellers experiencing significant depreciation and buyers finding opportunities for great deals [32][35]. - Sellers often face harsh realities regarding the depreciation of their vehicles, with many reporting that actual offers are significantly lower than expected [36][39]. - The rapid technological advancements in EVs contribute to quick depreciation, making it challenging for sellers to maintain value [39][41]. Group 4: Market Evolution - The emergence of second-hand EVs is reshaping the entire second-hand car market, attracting various players, including traditional platforms and car manufacturers [46][49]. - Trust and transparency have become critical factors in winning over consumers, with platforms offering guarantees and detailed inspections to alleviate buyer concerns [49][51]. - The second-hand EV market is still in its early stages regarding evaluation standards, indicating a need for improved practices to ensure fair assessments [51][55]. Group 5: Future Outlook - The growth of the second-hand EV market is seen as an inevitable trend that addresses the needs of both new car owners looking to trade in and young consumers seeking affordable transportation [55][56]. - For the market to mature, collaboration among platforms, sellers, and buyers is essential to foster a healthy buying environment [55][56].

Core Viewpoint - Tesla's Q4 2025 global deliveries fell short of expectations, primarily due to the cancellation of the IRA subsidy in the U.S. and other factors [2] Group 1: Tesla Performance - In Q4 2025, Tesla's global delivery volume decreased by 15.6% year-on-year and 15.9% quarter-on-quarter, totaling 418,000 vehicles, with Model 3 and Model Y deliveries down by 13.8% year-on-year and 15.5% quarter-on-quarter to 407,000 vehicles [2] Group 2: NIO and Other New Energy Vehicles - NIO regained the top position among new energy vehicle manufacturers in December, with a delivery volume of 48,135 vehicles, representing a year-on-year increase of 54.6% and a quarter-on-quarter increase of 32.7% [3] - Ideal's delivery volume decreased by 24.4% year-on-year but increased by 33.3% quarter-on-quarter to 44,246 vehicles [3] - Xiaopeng's delivery volume increased by 2.2% year-on-year and 2.1% quarter-on-quarter to 37,508 vehicles [3] Group 3: New Year Purchase Incentives - Tesla announced that the domestic Model 3 will be delivered in February 2026, with various financing policies extended [4] - Ideal's delivery cycles for several models have been adjusted, with cash subsidies available for January purchases [4] - NIO and Xiaopeng also introduced various delivery cycle adjustments and promotional offers for their vehicles [4][5] Group 4: Policy Updates - The Ministry of Commerce and other departments released the implementation details for the 2026 vehicle trade-in subsidy, extending the policy for another year and adjusting the subsidy method [6]