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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].
零跑汽车将于11月启动巴西市场销售;特斯拉推出售价39,990美元的新版Model Y丨汽车交通日报
创业邦· 2025-10-08 03:20
1.【零跑汽车将于11月启动巴西市场销售】 与斯泰兰蒂斯Stellantis合作开拓国际市场的零跑汽车在 圣保罗举行发布会称,11月初将在巴西启动销售。销售将从巴西主要城市的36家经销店开始。首批 上市的车型是进口自中国的B10和C10。零跑汽车预计将在巴西上市前几天启动智利的销售。(新浪 科技) 2.【特斯拉推出售价39,990美元的新版Model Y】 10月8日消息,特斯拉推出售价39,990美元的新 版Model Y,让旗下这款最畅销的车型价格更亲民,以应对美国电动汽车补贴取消带来的影响。根据 公司官网信息,这一新款起售价比此前基础版Model Y便宜约11%。新款的预计续航里程为321英 里,比高配版低约10%,取消了第二排触控屏,扬声器数量不到高配版的一半。(IT之家) 扫码可订阅产业日报 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。 国家高新 小时一手资讯 技术企业 C 3 7 + # 创投人物 投融资及收并购事件 热门产业 C 创新机会 F F 海 2万+LP数据 全生命周期 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 El ...
金九卖车榜来了零跑狂飙超6万辆极氪9X 13分钟大定破万理想垫底蔚小理
Xin Lang Cai Jing· 2025-10-05 07:54
Core Insights - The automotive industry is experiencing a surge in sales as companies rush to capitalize on the "golden September and silver October" period, with over 70 new models launched in September, predominantly SUVs [1] Group 1: New Energy Vehicle Sales - In September, new energy vehicle companies saw significant sales growth, with Li Auto's deliveries declining while others like Leap Motor, Xpeng, and Xiaomi achieved record numbers [2][3] - Leap Motor's sales reached approximately 66,770 units, marking it as the first new force brand to surpass 60,000 monthly sales [3] - Xpeng delivered 41,670 units in September, a 95% year-on-year increase, with a total of 312,000 units delivered in the first nine months [4] - Xiaomi also broke the 40,000 monthly delivery mark for the first time, indicating strong growth potential [4] Group 2: Company Performance - NIO delivered about 34,700 vehicles in September, a 64% increase year-on-year, with a total of 201,200 units delivered in the first nine months [4] - Li Auto's September deliveries were 34,000 units, showing a 19% month-on-month increase but a nearly 40% decline year-on-year [6] - Zeekr's sales reached 18,300 units in September, with a strong pre-sale performance for its flagship model, the Zeekr 9X [8] - The brand's rapid growth is attributed to its comprehensive product lineup, with the C10 and C16 models leading in their respective categories [3] Group 3: Traditional Automakers - BYD's September sales slightly decreased by 5.52% to 396,300 units, primarily due to a significant drop in plug-in hybrid vehicle sales [11] - Great Wall Motors achieved sales of 133,600 units in September, a 23.29% increase, with both new energy and overseas sales reaching new highs [11] - Geely's sales reached 273,100 units in September, a 35% year-on-year increase, with new energy vehicle sales growing by 81.27% [11]
“金九”卖车榜来了:零跑狂飙超6万辆,极氪9X 13分钟大定破万
Guo Ji Jin Rong Bao· 2025-10-05 07:19
Core Insights - The automotive industry is experiencing a surge in new vehicle launches, particularly in the SUV segment, as companies aim to boost sales during the "golden September and silver October" period [1] Group 1: New Energy Vehicle Sales - In September, several new energy vehicle companies reported significant sales growth, with Li Auto being a notable exception [3][6] - Leap Motor achieved a monthly delivery of approximately 66,700 units, marking a record for the brand and contributing to a cumulative total of 395,670 units for the year, achieving 60% to 68% of its annual target [3] - Xiaopeng Motors delivered 41,600 units in September, a 95% year-on-year increase, with a total of 312,700 units delivered in the first nine months, reaching 82.37% of its annual target [4] - Xiaomi also surpassed 40,000 units in September deliveries, indicating a potential increase in sales for the remaining months of the year [4] Group 2: Performance of Established Brands - NIO delivered approximately 34,700 vehicles in September, a 64% increase year-on-year, with a total of 201,200 units delivered in the first nine months, achieving 45.73% of its annual target [5] - BYD's September sales slightly decreased by 5.52% to 396,300 units, primarily due to a significant drop in plug-in hybrid vehicle sales [11] - Geely and Great Wall Motors both reported record sales in September, with Geely achieving 273,100 units, a 35% year-on-year increase, and Great Wall Motors reaching 133,600 units, a 23.29% increase [11] Group 3: Emerging Brands and Market Trends - Zeekr's sales reached 18,300 units in September, driven by the launch of its flagship model, the Zeekr 9X, which saw high pre-order numbers [8] - The overall market is witnessing a trend where new energy vehicles are gaining traction, with companies like Geely achieving a 60.49% penetration rate in September [11] - The competitive landscape is intensifying as new entrants and established brands alike strive to capture market share in the rapidly evolving automotive sector [1][3][11]
人均年入40万!?新能源销售这么赚?潜入零跑门店揭秘真相!
电动车公社· 2025-10-02 16:03
就在昨天,车企们公布的9月新能源销量一出,不仅带来了金九银十的小小震撼,也通过再创新高的业绩表现,让大家再一次看到了新能源的大势所趋。 那么,网传新能源销售年均收入40万,到底是真是假?他们到底够不够专业? 而作为新势力销量一哥的零跑,周末两天狂卖8000辆,最新月销接近7万辆,累计下线100万辆……到底凭什么能获得这么多用户的认可? 为了同时解答这两个问题,我们决定伪装成买家,潜入离我们最近的零跑门店找寻真相。 (老规矩,文字版给大家附在后面了) 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 出于真实考虑,郝人一个先给自己贴上了几个标签:纯电指标、未婚上班族、通勤刚需、预算明确,就差把诚意二字写在脸上了。 不来不知道,一来吓一跳。我们这次去的是零跑汽车北京五方天雅店,没想到选址就是个神操作:跟理想汽车肩并肩,而且从占地面积到展厅大小,都不落下 风。 关注 「电动车公社」 和我们一起重新思考汽车 难道,这就是"年轻人更理想的家?" 有意思的是,店里的"体验工程师"(类似于销售岗)重点介绍的先是零跑8月份、1-8月份的销量,都是新势力第一,用销量来给品牌做背书。 我们简单问了一下,他本人当月卖了24台 ...
港股异动 | 零跑汽车(09863)涨近4% 9月销量首次突破六万台大关 连续七个月领跑新势力交付榜
智通财经网· 2025-10-02 06:58
智通财经APP获悉,零跑汽车(09863)涨近4%,截至发稿,涨3.84%,报68.9港元,成交额1.63亿港元。 消息面上,10月1日,零跑汽车公布9月交付量。零跑汽车9月全系交付再创新高,达66657台,同比增长 超97%,月销量首次突破六万台大关,刷新了造车新势力的单月交付最高纪录,并连续七个月领跑新势 力交付榜。在产品方面,零跑旗下各车型持续获得市场广泛认可,零跑C10在新势力中型SUV榜中,连 续4个月销冠,1-8月累计销量稳居第一;零跑C16市场表现同样亮眼,在20万内中大型SUV榜中,连续8 个月稳居销量第一。 群益证券近期指出,公司近期即将发布多款新品,产品矩阵进一步丰富。零跑D19将在10月16日发布, 该车定位豪华旗舰全尺寸SUV,是零跑首款20万元以上的车型,预计将于26Q1上市。9月8日纯电两厢 车零跑Lafa5在慕尼黑车展首次亮相,较现有产品定位更加年轻运动,已经开启盲订。公司目前销量稳 步上升,未来新品上市将助力公司进一步拓宽市场空间。 ...
零跑汽车涨近4% 9月销量首次突破六万台大关 连续七个月领跑新势力交付榜
Zhi Tong Cai Jing· 2025-10-02 06:53
消息面上,10月1日,零跑汽车公布9月交付量。零跑汽车9月全系交付再创新高,达66657台,同比增长 超97%,月销量首次突破六万台大关,刷新了造车新势力的单月交付最高纪录,并连续七个月领跑新势 力交付榜。在产品方面,零跑旗下各车型持续获得市场广泛认可,零跑C10在新势力中型SUV榜中,连 续4个月销冠,1-8月累计销量稳居第一;零跑C16市场表现同样亮眼,在20万内中大型SUV榜中,连续8 个月稳居销量第一。 零跑汽车(09863)涨近4%,截至发稿,涨3.84%,报68.9港元,成交额1.63亿港元。 群益证券近期指出,公司近期即将发布多款新品,产品矩阵进一步丰富。零跑D19将在10月16日发布, 该车定位豪华旗舰全尺寸SUV,是零跑首款20万元以上的车型,预计将于26Q1上市。9月8日纯电两厢 车零跑Lafa5在慕尼黑车展首次亮相,较现有产品定位更加年轻运动,已经开启盲订。公司目前销量稳 步上升,未来新品上市将助力公司进一步拓宽市场空间。 ...
零跑汽车再创新高!9月交付6.67万台
Ju Chao Zi Xun· 2025-10-02 02:12
产品端,零跑C10连续4个月稳居新势力中型SUV销量冠军,1-8月累计销量第一;零跑C16连续8个月领跑20万元 内中大型SUV榜单。2026款C16、C10更包揽20万元内新能源SUV净推荐值(NPS)前两名。世界杯冠军奥利维耶· 吉鲁成为第160,000位零跑C10车主,进一步提升品牌国际影响力。 零跑汽车表示,将以第一百万台整车下线为新起点,持续为用户创造超越期待的产品与体验,以更坚定步伐加速 前行。 旗舰技术平台与全新产品节奏同步推进。10月,零跑D19将全球首秀,定位品牌首款旗舰车型;9月德国慕尼黑国 际车展,零跑Lafa5完成全球首秀,计划2025年第四季度在中国内地亮相,B10亦同步宣布海外市场上市,彰显零 跑技术创新与全球化拓展决心。车展期间,零跑科技董事长朱江明与知名媒体人鲁豫就行业趋势及品牌战略展开 深度对话。 10月1日,零跑汽车公布:9月全系交付达66,657台,同比增长97%,首次突破6万台大关,刷新品牌单月交付纪 录。至此,零跑第一百万台整车于9月25日正式下线,完成从1到1,000,000的规模化跨越。 ...
9月电车成绩单:零跑交付首破6万,小鹏与小米双双突破4万
Hua Er Jie Jian Wen· 2025-10-01 23:23
Core Insights - The Chinese new energy vehicle (NEV) industry has shown remarkable growth in September, with multiple companies achieving record delivery numbers, indicating a strong performance during the peak sales season [1] Group 1: Company Deliveries - Leap Motor achieved a delivery volume of 66,657 units in September, marking a year-on-year increase of over 97% [26] - Xiaopeng Motors and Xiaomi both surpassed 40,000 units in September, with Xiaopeng delivering 41,581 units, a 95% year-on-year increase [2][4] - Li Auto delivered 33,951 units in September, with a total of 93,211 units delivered in Q3, maintaining a leading position in the SUV market above 200,000 yuan [8][9] - NIO delivered 34,749 units in September, a 64% year-on-year increase, contributing to a cumulative total of 872,785 units [12][14] - Zeekr achieved a delivery of 51,159 units in September, with a year-on-year growth of 8.5% [31][32] - Lantu Motors delivered 15,224 units in September, a 52% year-on-year increase, with a cumulative total of 96,992 units for the year [41] Group 2: Market Trends - The NEV industry in China is experiencing a significant surge, with companies like BYD reporting a total NEV sales of 396,270 units in September, showing an 18.64% year-on-year growth [23][25] - The overall market is characterized by a strong performance in the "golden September" sales season, with various brands achieving historical highs in delivery numbers [1][26] - The competitive landscape is intensifying as companies like Xiaopeng and Xiaomi emerge as significant players in the market, reflecting a shift towards more established competition in the NEV sector [4][2] Group 3: Future Outlook - Leap Motor plans to showcase its flagship technology platform and the first flagship model D19 in October, aiming to set a new standard in the luxury segment [27] - Lantu Motors is expanding its product matrix with new models and has seen significant interest, with over 10,000 orders for the 2026 model within 18 hours of its launch [53] - The global expansion of Chinese automakers is accelerating, with companies like Zeekr and Xiaopeng entering multiple international markets, indicating a strategic focus on global growth [56]
9月电车成绩单:零跑交付首破6万,小鹏与小米双双突破4万,理想、蔚来交付再创新高
Hua Er Jie Jian Wen· 2025-10-01 10:18
中国新能源造车新势力在9月份交出了一份强劲的成绩单,多家车企交付量创下历史新高。 10月1日,最新数据显示,零跑汽车9月交付量首次突破6万台大关,同比增速超过97%。与此同时,极氪科技月交付量站上5万的台阶,小鹏汽车 与小米汽车双双突破4万大关,创历史新高。蔚来公司交付新车34749台,再创历史新高。 理想汽车和岚图汽车也保持了稳健的增长势头。理想汽车9月交付超3万辆,同时理想i6发布并签约易烊千玺。岚图汽车交付量同比劲增52%,再 创历史新高。 这一系列创纪录的数据,标志着中国新能源汽车行业在"金九"销售旺季取得了显著成果。 小鹏与小米:双双突破4万大关,创历史新高 小鹏汽车和小米汽车在9月均跨过了月交付四万台的门槛。 2025年9月,小鹏汽车共交付新车41,581台,同比增长95%,环比增长10%,单月交付量突破4万台,创下历史新高。2025年1-9月,小鹏汽车累计 交付新车313,196台,同比增长218%。 具体车型方面,小鹏MONA M03交付超10,000台,上市至今累计交付超18万台,并且连续13个月交付破万台。 同时,小米汽车在9月的交付量也超过了40000台,成为市场中一股不可忽视的新兴力量 ...