乘联分会数据显示，8月狭义乘用车零售预计达194.0万辆，其中新能源车型预计售出110.0万辆，渗透率 攀升至56.7%。进入8月，各地以旧换新补贴陆续重启，多省份细化补贴发放机制，叠加地方刺激政策 加码，车市呈现"逐周回暖"态势。 近日，多家造车新势力陆续公布8月交付量/销量数据。 零跑、小鹏以及蔚来交付均创单月历史新高，分别为57,066台、37,709台和31,305台。鸿蒙智行8月交付 44,579台，继续保持在第一梯队。紧随其后的是小米汽车和理想汽车，前者未公布具体数字，交付超 30,000台；后者交付近30,000辆为28,529辆。 | 品牌名称 | 8月交付量(辆) | 同比 | | --- | --- | --- | | 零跑 | 57066 | 88% | | 鸿蒙智行 | 44579 | 1 | | 小鹏 | 37709 | 169% | | 蔚来 | 31305 | 55% | | 小米 | 30000+ | 200% | | 理想 | 28529 | -41% | | 极氮品牌 | 17626 | 1 | | 岚图 | 13505 | 119% | | 阿维塔 | 10565 | 1 ...

9月1日，各新能源汽车品牌不约而同公布了8月的最新销量"成绩单"。 从各家车企的销售数据来看，零跑汽车8月交付量"拔得头筹"。零跑汽车发布的数据显示，8月全系车型 交付量为57066辆，同比增长超88%，月销量再创新高。今年1~8月，零跑汽车共交付新车328859辆，同 比增长136.4%。 值得注意的是，8月20日，零跑汽车宣布其累计交付量突破90万辆。《每日经济新闻》记者了解到，按 照目前的趋势测算，零跑汽车大概率将于今年年内实现第100万辆汽车的交付。 据零跑汽车创始人、董事长兼CEO朱江明透露，"零跑汽车正加速全球化布局，9月，零跑将再次亮相慕 尼黑车展，零跑Lafa5也将迎来全球首秀。" 小鹏单月交付量再创新高 再来看8月其他造车新势力的交付情况。 紧随零跑汽车之后的小鹏汽车，8月共交付新车37709辆，同比增长168.7%，环比增长2.7%，单月交付 量再创历史新高。其中，小鹏MONA M03交付超1.5万辆，这也是该车型上市以来连续12个月取得交付 超万辆的成绩。 据《每日经济新闻》记者了解，今年1~8月，小鹏汽车累计交付新车271615辆，同比增长330%。 小鹏汽车方面表示："8月27日，全 ...

Core Insights - The Chinese new energy vehicle market showed significant differentiation in August, driven by policy support and technological innovation, with various new players redefining market rules through differentiated strategies [1] Group 1: Company Performance - Leap Motor achieved a record delivery of 57,066 vehicles in August, marking a year-on-year increase of over 88%, and has surpassed 900,000 cumulative deliveries, setting a solid foundation for its annual target of 580,000 to 650,000 vehicles [3] - Hongmeng Zhixing delivered 44,579 vehicles in August, with a cumulative total exceeding 900,000, and an average transaction price of 380,000 yuan, indicating strong competitiveness in the high-end market [5] - Xiaopeng Motors delivered 37,709 vehicles in August, a year-on-year increase of 169%, and announced an expansion of its strategic cooperation with Volkswagen Group, enhancing its technological output capabilities [7] - NIO delivered 31,305 vehicles in August, a year-on-year increase of 55.2%, with the Leado brand surpassing the NIO brand in sales for the first time, driven by the new model Leado L90 [9] - Xiaomi Motors maintained a delivery level above 30,000 vehicles for two consecutive months, with plans to expand its store network significantly [11] - Li Auto delivered 28,529 vehicles in August, falling out of the "30,000 club," highlighting challenges in its transition to pure electric vehicles [13] - Zeekr brand sold 17,626 vehicles in August, with strong competition in its segment, while Lantu Motors delivered 13,505 vehicles, achieving a historical high with a year-on-year increase of 119% [15] - Avita's sales reached 10,565 vehicles in August, a year-on-year increase of 185%, driven by strong performance from models Avita 07 and 06 [17] - IM Motors delivered 6,108 vehicles in August, facing challenges compared to leading brands, but saw promising pre-sale orders for its new LS6 model [19] Group 2: Market Trends - The new energy vehicle market is experiencing intensified competition among new players, with various companies launching new models and expanding their market presence [19] - The overall performance of new energy vehicle companies indicates a shift towards high-end markets and differentiated product offerings, reflecting changing consumer preferences and technological advancements [1][5][7]

作者丨彭鑫 编辑丨安安 近日，多家造车新势力陆续公布8月交付量/销量数据。 零跑、小鹏以及蔚来交付均创单月历史新高，分别为57,066台、37,709台和31,305台。鸿蒙智行8月交付44,579台，继续保持在第一梯队。紧随其后的是小米 汽车和理想汽车，前者未公布具体数字，交付超30,000台；后者交付近30,000辆为28,529辆。 | 品牌名称 | 8月交付量(辆) | F | | --- | --- | --- | | 로 10 | 57066 | 889 | | 鸿蒙智行 | 44579 | 1 | | 小鹏 | 37709 | 169 | | 蔚来 | 31305 | રકત | | 小米 | 30000+ | 200 | | 理想 | 28529 | -41 | | 极気品牌 | 17626 | 1 | | 岚图 | 13505 | 119 | | 阿维塔 | 10565 | 185 | | 智己 | 6108 | / | 极氪品牌交付量持续向好，8月销量为17,626台。岚图和阿维塔本月销量同比增长超100%，前者销量为13,505辆，同比增长119% ；后者销量为10,565辆，同 比增长 ...

8 月新能源汽车行业洞察 汽车 证券研究报告 行业点评报告 / 2025.09.02 投资评级:看好(维持) 最近 12 月市场表现 -4% 9% 22% 34% 47% 60% 汽车 沪深300 上证指数 分析师 邢重阳 SAC 证书编号：S0160522110003 xingcy01@ctsec.com 分析师 李渤 SAC 证书编号：S0160521050001 libo@ctsec.com 相关报告 1. 《中大排量车型景气依旧，国内市场稳步 向好》 2025-08-19 2. 《7 月新能源汽车行业洞察》 2025- 08-03 3. 《7 月重卡行业洞察》 2025-08-01 零跑、小鹏、蔚来单月交付量均创历史新高 核心观点 请阅读最后一页的重要声明！ 信息披露 ⚫ 分析师承诺 作者具有中国证券业协会授予的证券投资咨询执业资格，并注册为证券分析师，具备专业胜任能力，保证报告所采用的数 据均来自合规渠道，分析逻辑基于作者的职业理解。本报告清晰地反映了作者的研究观点，力求独立、客观和公正，结论 不受任何第三方的授意或影响，作者也不会因本报告中的具体推荐意见或观点而直接或间接收到任何形式的补偿。 ❖ ...

Core Viewpoint - The competition in the new energy vehicle market continues to intensify in August, with BYD leading the market with over 370,000 units delivered, while other brands like Leap Motor and Xpeng also show significant growth in delivery numbers [1][2]. Group 1: BYD Performance - BYD's August sales reached 373,626 units, with a cumulative total exceeding 13.4 million units [3][5]. - The breakdown of BYD's sales includes 342,838 units from the Dynasty and Ocean series, 16,265 units from the Fangchengbao brand, 11,993 units from the Tengshi brand, and 405 units from the Yangwang brand [5]. Group 2: Leap Motor Performance - Leap Motor achieved a record delivery of 57,066 units in August, marking an 88.3% year-on-year increase [2][8]. - The company has adjusted its annual sales target to between 580,000 and 650,000 units and aims to challenge the 1 million unit mark next year [8]. Group 3: Other Brands' Performance - Hongmeng Zhixing delivered 44,579 units in August, with total deliveries surpassing 900,000 units [10]. - Xpeng Motors reported 37,709 units delivered in August, a 169% year-on-year increase, with a cumulative total of 271,615 units for the year [12]. - NIO delivered 31,305 units in August, a 55.2% increase year-on-year, with the new ES8 model launched [16]. - Xiaomi delivered over 30,000 units in August, maintaining a consistent delivery rate [19]. - Li Auto delivered 28,529 units in August, with a total of 1,397,070 units delivered historically [22]. - Deep Blue delivered 28,234 units, with the Deep Blue S05 model performing well [26]. - Aion delivered 27,044 units, with the Aion i60 model in the pipeline [29]. - Zeekr delivered 17,626 units, with the Zeekr 9X model pre-selling well [31]. - Lantu delivered 13,505 units, with the Lantu Taishan model set to open for blind orders [34]. - Avita delivered 10,565 units, with the Avita 06 Ultra model recently launched [38]. - Arcfox delivered 10,554 units, with the Arcfox T1 model set to launch soon [40]. - Zhiji delivered 6,108 units, with the new Zhiji LS6 model receiving significant pre-orders [41]. Conclusion - Multiple brands are launching high-cost performance intelligent electric vehicles, providing consumers with a wider range of choices, which will drive the industry forward [42].

多家车企交付量翻番 零跑汽车8月交付新车57066辆，同比增长88%，再创单月交付量历史新高，并再次成为造车新势力月度销量冠军。今年上半年，零跑汽车（9863.HK）实 现盈利，成为第二家实现半年度盈利的造车新势力车企。零跑方面透露，全新个性战略新品零跑Lafa5车型将于9月在慕尼黑车展首秀亮相。就零跑Lafa5 具体产品定位、价格策略等情况，时代财经向零跑汽车方面发去了采访，截至发稿未获回复。 鸿蒙智行紧随零跑其后，8月全系交付新车44579辆。8月25日，鸿蒙智行"第五界"尚界首款车型尚界H5开启预售，预售价16.98万元起。8月26日，尚界汽 车宣布尚界H5开启预售18小时后小订订单超过5万辆。 "蔚小理"方面，小鹏汽车8月交付新车37709辆，同比增长169%。今年前八个月，小鹏汽车累计交付新车271615辆，同比增长252%。小鹏汽车 （9868.HK）董事长兼CEO何小鹏在8月19日的2025年Q2业绩电话会上表示："今年四季度开始，我们将进入一车双能的大产品周期。"据悉，小鹏汽车将 在今年四季度发布首款增程式混动SUV车型小鹏X9，小鹏汽车将由此正式从纯电领域切入增程赛道，开启"一车双能"产品布 ...

蔚来8月交付新车31305辆，同比增长55.2%，创历史新高。 鸿蒙智行8月全系交付新车44579辆，累计交付突破90万辆。 零跑汽车8月全系交付再创历史新高，达57066辆，同比增长超 88%。全新个性战略新品零跑Lafa5将于9 月8日亮相慕尼黑车展。 极氪科技旗下极氪汽车与领克汽车8月共交付车辆44843辆，同比增长10.6%。 凤凰网科技讯 9月2日，汽车博主@孙少军09发布各大汽车品牌8月销量排名。 图中显示，零跑（57066辆）、鸿蒙智行（44579辆）、小鹏汽车（37709辆）排名前三。排名4-10的分 别是：蔚来、小米、理想、深蓝、极氪、方程豹、岚图。 进入9月，各大车企陆续公布8月销量数据。其中，2025年8月，小鹏汽车共交付智能电动汽车37709辆， 同比增长169%，较上月增长 3%，创下单月交付新纪录。 ...

【#零跑汽车8月交付57066辆#，同比增长超88%再创新高】9月1日，@零跑汽车 在微博发文宣布，8月 交付达57066台，同比增长超88%，再创新高。零跑汽车还预告到，全新个性战略新品零跑Lafa5将于9 月8日亮相慕尼黑车展。#小鹏汽车8月交付37709辆##小米汽车8月交付量持续超30000台# ...

要闻提示 NEWS REMIND 今日头条 HEADLINE NEWS 华为拟推新合作模式，车企将保留更多主导权 近日，据媒体从多个信源获悉，华为将在年内正式发布一套全新车企合作模式。与HI模式中"全栈技术供 应商"的身份不同，也区别于华为终端主导品牌营销的"智选车"路径，新模式意在构建一种车企主导、华 为深度嵌入的协同架构，涉及智能开发、生态连接与市场规划等多个维度。 知情人士虽未透露新模式的正式命名，但在一些合作项目中，已经出现了"HI Plus"的试验性称呼。其 中，东风猛士被视为这一路径的典型试点。这款定位越野市场的M817车型，搭载了华为乾崑ADS 4高阶 智驾、鸿蒙座舱5、乾崑车云、乾崑车控、鲸鲮信号系统等五大技术模块，是目前"含华量"最高的越野车 型。值得注意的是，华为还对该车型立下销量"军令状"。可即便如此，在知情人士看来，这也只是HI模式 向新模式过渡的中间态。 1. 华为拟推新合作模式，车企将保留更多主导权 2. 上市不到一月，特斯拉降价1万，年内股价下跌约12% 3. 暗戳戳嘲讽！罗永浩刚叫「十字路口」，郑刚更名「红绿灯」 4.上汽ALL IN尚界：投入独立资源保障、专属造型团队、完善供 ...