今年的国庆中秋假期，你开新能源汽车出行了吗？ 国家能源局数据显示，国庆中秋假期，新能源汽车充电量创历史同期新高。这从一个侧面表明，我国新 能源汽车市占率和使用率在加速提升。 汽车产业是国民经济的战略性支柱产业，更是新一轮科技革命和产业变革的重要载体。作为新质生产力 的典型代表，新能源汽车不仅引领着当前汽车产业加速转型升级，对我国经济社会的贡献也日益突出。 过去5年，我国抢抓汽车电动化、智能化发展的机遇，推动产业整体竞争力显著提升。2024年我国新能 源汽车整车消费超过2万亿元，不仅重塑了汽车产业创新链、供应链、价值链生态体系，而且有力带动 了产业链上下游和相关产业的快速发展，形成了巨大的经济社会效益，为经济高质量发展作出重要贡 献。 在传统燃油车时代，欧美日韩车企凭借百年积累的技术壁垒、完善的供应链体系和成熟的品牌认知，长 期占据全球市场的主导地位。自主品牌乘用车不仅市场占有率低，而且大部分位于产业链和价值链中低 端。 电动化与智能化引发新一轮产业变革，为中国汽车产业换道超车带来难得机遇。在新能源汽车强劲驱动 下，今年前8个月，自主品牌乘用车销量达1264.2万辆，占有率接近七成。更重要的是，在以蔚来ES8、 ...

Core Viewpoint - BYD's aggressive price cuts are losing effectiveness as competition intensifies, leading to a decline in sales and potential brand value erosion [3][14][25] Price Strategy - BYD has reduced the price of its Qin model by 10,000 yuan, bringing the starting price to 69,800 yuan, marking the first time a hybrid A-class car is priced below 70,000 yuan [2][5] - The price cuts have not yielded the expected results, with BYD's total sales in September dropping by 5.5% year-on-year to 396,300 units [3][14] - The price war has led to a vicious cycle, compressing profit margins and creating consumer hesitation regarding future price drops [4][25] Market Trends - The market is witnessing a shift towards pure electric vehicles, with sales of pure electric cars reaching 607,000 units in July, a 24.5% year-on-year increase, while plug-in hybrid sales fell by 0.2% [8] - BYD's reliance on plug-in hybrid models is evident, with plug-in hybrid sales in August 2024 being approximately 1.5 times that of pure electric models [9] Competitive Landscape - Competitors like Geely and Changan are also engaging in price wars, with Geely's sales in September reaching 273,000 units, a 35% increase year-on-year [11][19] - Geely's strategy of offering higher specifications at lower prices is undermining BYD's price-cutting efforts, leading to increased competition [20][21] Brand Perception - Frequent price cuts are damaging BYD's brand image, particularly for high-end models like the Han, which saw a 49.38% year-on-year decline in sales in August [22][25] - The cycle of price cuts leading to brand devaluation and declining sales of premium models is becoming evident [25] Technological Focus - As price competition intensifies, the industry is shifting focus towards smart driving technologies, an area where BYD has been relatively conservative [26][27] - Competitors like Huawei are launching advanced driving systems, posing a direct challenge to BYD's market position [29][31] - BYD's strategy of offering basic smart driving features at lower price points may not be sufficient to compete with higher-end offerings from rivals [31]

国庆中秋假期，开新能源汽车出行成为越来越多人的选择。国家能源局的数据显示，国庆中秋假期，新 能源汽车充电量创历史同期新高。这也从一个侧面表明，我国新能源汽车市占率和使用率在加速提升。 在传统燃油车时代，欧美日韩车企凭借百年积累的技术壁垒、完善的供应链体系和成熟的品牌认知，长 期占据全球市场的主导地位。自主品牌乘用车不仅市场占有率低，而且大部分位于产业链和价值链中低 端。电动化与智能化引发新一轮产业变革，为中国汽车产业换道超车带来难得机遇。在新能源汽车强劲 驱动下，今年前8个月，自主品牌乘用车销量达1264.2万辆，占有率接近七成。更重要的是，在以蔚来 ES8、问界M9等为代表的高端车型带动下，自主品牌产品攻进了BBA堡垒，实现了品牌溢价能力向上 突破，推动了中国汽车工业从"规模领先"向"价值引领"转型。 从出口看，新能源汽车也在加速驶入全球市场。今年前8个月，我国汽车出口429.2万辆，同比增长 13.7%。其中，新能源汽车出口153.2万辆，同比增长87.3%。当前，新能源汽车不仅已成为我国汽车市 场主导力量，身边绿牌车随处可见，而且在一些传统汽车强国的大街上，中国品牌的新能源汽车也越来 越多。在上个月举行 ...

国庆中秋假期，开新能源汽车出行成为越来越多人的选择，国家能源局的数据显示，国庆中秋假期，新 能源汽车充电量创历史同期新高，这也从一个侧面表明，我国新能源汽车市占率和使用率在加速提升。 从出口看，新能源汽车也在加速驶入全球市场。今年前8个月，我国汽车出口429.2万辆，同比增长 13.7%。其中，新能源汽车出口153.2万辆，同比增长87.3%。当前，新能源汽车不仅已成为我国汽车市 场主导力量，身边绿牌车随处可见，而且在一些传统汽车强国的大街上，中国品牌的新能源汽车也越来 越多。在上个月举行的慕尼黑国际车展上，一名德国观众试驾后称，中国新能源汽车的驾驶体验和交互 水平已经超过很多传统欧洲品牌，"新鲜正转化为信任"。在引领全球消费者，特别是年轻消费群体消费 需求的同时，中国新能源汽车为全球汽车产业电动化转型注入强大动能。 中国新能源汽车的蓬勃发展，不仅深刻改变全球汽车产业竞争格局，也在加快重塑全球汽车供应链。前 不久《美国汽车新闻》（Automotive News）发布了2025全球汽车零部件供应商百强榜，中国已有15家 汽车零部件企业上榜。其中，宁德时代居第五位。与中国整车和供应链企业合作，搭载来自中国的电池 ...

新能源汽车越来越"多见"的背后，是新能源汽车"更好开了"。"十四五"期间，行业企业加大投入， 攻克一批技术难题，显著提升了产品的质量性能。例如，纯电动乘用车平均续驶里程接近500公里，动 力电池单体成本降低30%，但寿命却提高40%，充电速率也提升3倍多，具备组合辅助驾驶功能的乘用 车新车占比从2020年的16.2%提升到今年上半年的62.1%。与此同时，充电桩、换电站等基础设施日趋 完善。截至今年8月底，我国电动汽车充电基础设施(枪)总数达到1734.8万个，同比增长53.5%。其中， 全国配建大功率充电设备的充电站达到13379座，大功率充电枪超10万个。这些新基建，有效提升了新 能源汽车用户的使用体验。 汽车产业是国民经济的战略性支柱产业，更是新一轮科技革命和产业变革的重要载体。作为新质生 产力的典型代表，新能源汽车不仅引领着当前汽车产业加速转型升级，对我国经济社会的贡献也日益突 出。过去5年，我国抢抓汽车电动化、智能化发展的机遇，推动产业整体竞争力显著提升。2024年我国 新能源汽车整车消费超过2万亿元，不仅重塑了汽车产业创新链、供应链、价值链生态体系，而且有力 带动了产业链上下游和相关产业的快速发展 ...

国庆中秋假期，开新能源汽车出行成为越来越多人的选择。国家能源局的数据显示，国庆中秋假期，新 能源汽车充电量创历史同期新高。这也从一个侧面表明，我国新能源汽车市占率和使用率在加速提升。 新能源汽车是全球汽车产业绿色发展转型升级的重要方向，也是我国从汽车大国向汽车强国转变的必由 之路。2024年，我国新能源汽车保有量达到3140万辆，比"十三五"时期末的492万辆增长5倍多。《新能 源汽车产业发展规划（2021—2035年）》提出，到2025年新能源汽车新车销售量达到汽车新车销售总量 的20%左右。今年前8个月，我国新能源汽车新车销量已达到汽车新车总销量的45.5%，到年底这一数字 有望突破50%。这意味着，"十四五"时期新能源汽车产业规划目标已提前超额完成。 新能源汽车越来越"多见"的背后，是新能源汽车"更好开了"。"十四五"期间，行业企业加大投入，攻克 一批技术难题，显著提升了产品的质量性能。例如，纯电动乘用车平均续驶里程接近500公里，动力电 池单体成本降低30%，但寿命却提高40%，充电速率也提升3倍多，具备组合辅助驾驶功能的乘用车新 车占比从2020年的16.2%提升到今年上半年的62.1%。与此同时， ...

国庆中秋假期，开新能源汽车出行成为越来越多人的选择。国家能源局的数据显示，国庆中秋假期，新 能源汽车充电量创历史同期新高。这也从一个侧面表明，我国新能源汽车市占率和使用率在加速提升。 新能源汽车是全球汽车产业绿色发展转型升级的重要方向，也是我国从汽车大国向汽车强国转变的必由 之路。2024年，我国新能源汽车保有量达到3140万辆，比"十三五"时期末的492万辆增长5倍多。《新能 源汽车产业发展规划（2021—2035年）》提出，到2025年新能源汽车新车销售量达到汽车新车销售总量 的20%左右。今年前8个月，我国新能源汽车新车销量已达到汽车新车总销量的45.5%，到年底这一数字 有望突破50%。这意味着，"十四五"时期新能源汽车产业规划目标已提前超额完成。 新能源汽车越来越"多见"的背后，是新能源汽车"更好开了"。"十四五"期间，行业企业加大投入，攻克 一批技术难题，显著提升了产品的质量性能。例如，纯电动乘用车平均续驶里程接近500公里，动力电 池单体成本降低30%，但寿命却提高40%，充电速率也提升3倍多，具备组合辅助驾驶功能的乘用车新 车占比从2020年的16.2%提升到今年上半年的62.1%。与此同时， ...

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]

关注 「电动车公社」 和我们一起重新思考汽车 在一票新车助推下，今年的 大三排 SUV ， 真是成功破圈了。 前有乐道 L90 月交付破万、问界 M8 月交付连续破 2 万、吉利银河 24 小时大定 2.3 万，后有蔚来 ES8 一夜之间卖完今年 4 万台规划产能，让人不禁有些感 慨： 而就在前段时间，极氪的旗舰 SUV ——极氪 9X 也正式上市了。 相比于友商主要在价格上做文章，极氪 9X 似乎采取了 高举高打 的方式，直接给出了 46.59-59.99 万元的高定价。 即便如此，极氪 9X 依然拿到了上市 13 分钟，大定突破 1 万台的成绩单；就连顶配三电机车型锁单的占比，也高达 70% 。 刚巧，社长前段时间试到了 极氪 9X 的 Hyper 版。 今天，我们将会分成设计、技术和体验这三个部分，和大家来简单聊一聊。 01. 不像劳斯像宾利？ 在极氪 9X 造型发布之前，就有网友因为前脸的超大镀铬格栅实在太过显眼，给极氪 9X 起了个外号，叫杭州湾库里南 。 但实话说，极氪 9X 在外观的 原创度还是挺高的， 和库里南不怎么沾边。 我们就拿侧面这个看起来最容易"抄"的地方来说，会发现几点不一样—— | ...

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].