Core Insights - Leap Motor's D19 model aims to position itself as a flagship vehicle in the high-end electric vehicle market, showcasing advanced technology and competitive pricing strategies [2][4][5]. Group 1: Product Features - The D19 is a large SUV with dimensions exceeding 5.2 meters in length, nearly 2 meters in width, and an axle distance of over 3.1 meters, reflecting its high-end positioning [2]. - It incorporates two Qualcomm Snapdragon 8797 chips, achieving a computing power of 640 TOPS, along with advanced features like air suspension and Bosch's One-box brake control system [3]. - The vehicle is designed with premium aesthetics, including features like Maybach S-Class style wheels and a two-tone body [2]. Group 2: Pricing Strategy - Leap Motor's pricing strategy for the D19 is based on cost-plus pricing, with a target price range of 250,000 to 300,000 RMB, significantly lower than competitors [5]. - The company emphasizes efficiency and platformization to enhance profit margins while maintaining affordability [5]. Group 3: Market Positioning - Leap Motor aims to capture a significant share of the 200,000 to 300,000 RMB market segment with the D series, while also launching the Lafa5 targeting the younger demographic at around 100,000 RMB [6]. - The company plans to expand its product lineup with 2-3 additional D series models and 2 A series models in the coming year, covering a complete price range from 60,000 to 300,000 RMB [6]. Group 4: Brand Strategy - Leap Motor is focused on building a comprehensive brand system, aiming to compete directly with mainstream brands like Li Auto and AITO in the high-end market [6][7]. - The company maintains a "good but not expensive" brand positioning, emphasizing technological leadership and high-quality configurations without pursuing high profit margins [7][19]. Group 5: Future Outlook - The company is optimistic about achieving its annual sales target of 500,000 units ahead of schedule, with expectations for significant growth in 2026 [7]. - Leap Motor's strategy includes continuous innovation and self-research to enhance product capabilities and maintain competitive pricing [13][19].

聚焦新平台、新旗舰，零跑旗舰D平台以百万级体验和多项首创技术，有力地推动了旗舰市场从"价格 竞争"迈向"价值重构"的新阶段。其致力于解决用户在续航、智能、驾控、安全与舒适方面的核心痛 点，D平台汇聚了多项创新技术：旗舰增程，以80.3度电池实现500km纯电续航；同时，创新采用发电 驱动为一体的智能四驱增程系统，实现性能与节能的兼得；旗舰千伏纯电，首发115kWh超级混合电 芯，成功破解电池"能量-安全-寿命"的"不可能三角"；旗舰智能，首发双8797中央域控，提供1280TOPS 算力，实现VLA辅助驾驶与端侧大模型座舱；旗舰驾控，LMC2.0底盘系统集成高速双轮爆胎控制、凌 波微步平顺体验及3.6米级圆规掉头等顶级功能；旗舰舒适，将车规级制氧机融入汽车，打造"森野氧 舱"，开创健康出行新维度。 零跑汽车不止要更大规模，还要追求向上突围。 零跑汽车高级副总裁对D平台进行技术解读时提到："把最好的技术，用最高效的方式整合在一起，让 它们之间产生1+1>2的效果，这才是真正的本事。" 10月16日，零跑汽车正式发布其全域自研最新成果——零跑旗舰D平台，并全球首秀基于该平台打造的 首款全尺寸旗舰SUV零跑D19， ...

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 2026-2027新能源免征购置税政策出台 10月9日， 工业和信息化部、财政部、税务总局联合发布公告，对2026—2027年减免车辆购置税的新能源汽车产品技术要求进行调整，进一步明确新能源汽 车享受购置税减免的技术门槛。 1、 2026-2027新能源免征购置税政策出台 ； 新款吉利星愿上市，限时售价6.58-9.58万元 ； 多款新车登录工信部； 简单来说，就是2026/2027年依然会延续现有的新能源购置税减半征收的政策，但纯电车能耗过高的、插混/增程车纯电续航不足100km的或亏电油耗不达标 的车型，均不予补贴。这也就意味着，未来两年车企们不仅需要拼价格，更需要拼技术。新能源行业，也会进入最终的淘汰赛。 2、 新款吉利星愿上市，限时售价6.58-9.58万元 10月10日，新款吉利星愿上市。新车共推出6款车型，限时售价6.58-9.58万元。 | 车型 | 上市指导价 | 限时权益价 | | --- | --- | - ...

Core Insights - The new energy vehicle market in China is experiencing a mixed performance, with Leap Motor achieving significant growth while Li Auto faces challenges in meeting its delivery targets [1][9][12]. Group 1: Leap Motor Performance - Leap Motor delivered 66,700 vehicles in September, marking a year-on-year increase of over 97%, setting a new monthly sales record for new energy vehicle startups in China [1][3]. - For the first nine months of 2025, Leap Motor's total deliveries reached 395,500 units, representing a year-on-year growth of 128.8% [4]. - The company celebrated the production of its one-millionth vehicle in September 2025, highlighting its rapid growth trajectory [4]. Group 2: Li Auto Challenges - Li Auto's September deliveries were 34,000 units, a year-on-year decline of 36.8%, placing it sixth among new energy vehicle startups [11]. - Cumulatively, Li Auto delivered 297,100 vehicles in the first nine months of 2025, down 13.07% year-on-year, and only achieved 46.42% of its revised annual target of 640,000 units [12][14]. - The company has adjusted its sales target from an initial 700,000 units to 640,000 units for 2025, indicating difficulties in meeting market expectations [14]. Group 3: Other Competitors - NIO reported a 64% increase in September deliveries, totaling 34,700 vehicles, with cumulative deliveries reaching 872,800 units [8]. - Xpeng Motors delivered 41,600 vehicles in September, achieving a year-on-year growth of approximately 95%, with a total of 313,200 units delivered in the first nine months of 2025, up about 218% [7]. - Hongmeng Zhixing delivered 52,900 vehicles in September, with a total of over 950,000 units delivered, and reported a record high of over 110,000 new car orders in September [6].

以下文章来源于远川汽车评论 ，作者母智婕 从瓦伦西亚的街头构想到如今的百万整车下线，零跑用十年时间完成了一场制造业的硬核跋涉，成为中国第二家跨入"百万俱乐部"的新势力。而从第50万台到第 100万台，零跑仅用343天，再创行业记录。 零跑百万台下线 远川汽车评论 . 不止是汽车 多年以后的今天，当朱江明站在零跑第100万辆整车下线仪式现场时，他或许会想起2015年在西班牙瓦伦西亚街头的那个夏天。 十年前，身为大华股份CTO的朱江明在西班牙度假，一辆雷诺Twizy电动车吸引了这位理工男的目光，从那之后，造车的种子便在心中埋下，当年年底，零跑汽车 正式注册成立，那年，他已经48岁。 回望来路，质疑和挑战从未缺席。资质门槛、融资寒冬、技术壁垒、交付压力以及愈演愈烈的行业内卷如影随形。 两年前，恐怕朱江明自己也不会想到，在高手如林和血海搏杀的中国，零跑会成为新势力销量的带头大哥，月销量在半年内从3万辆跃升至6.6万辆，断层领先其他 新势力。 这不仅是零跑单月交付量的首次跨越式突破，更一举刷新了造车新势力诞生以来的单月交付历史纪录。 若将视野从新能源阵营拉至整个汽车市场，这份成绩更具分量：2025年9月，零跑6.6万台 ...

Core Insights - Leap Motor has achieved significant order growth, with over 17,000 new orders in the week prior and more than 25,000 during the National Day holiday, indicating strong market demand [1] - The CEO of Leap Motor, Zhu Jiangming, reported a record high in sales during the holiday period, with a year-on-year increase of 62%, and noted that dealer inventory is maintained at less than one month, reflecting a healthy production and sales balance [1] - Leap Motor's new flagship model, the D19, is set to debut globally on October 16, targeting the high-end SUV market with advanced technology [1] - The D series SUV is positioned as Leap Motor's first flagship product priced around 300,000 yuan, aiming to compete in the full-size SUV segment with leading industry technology [1] - In September, Leap Motor announced a record high in total deliveries, reaching 66,657 units, which represents a year-on-year growth of over 97%, with monthly sales surpassing 60,000 units for the first time [1]

Core Insights - Multiple electric vehicle brands reported their September sales figures, with Leap Motor achieving a record delivery of 66,657 vehicles, marking a year-on-year growth of over 97% [1] - Xpeng Motors followed closely with a delivery of 41,581 vehicles in September, a year-on-year increase of approximately 95% [2] - NIO delivered 34,749 vehicles in September, reflecting a year-on-year growth of 64% [2] - Li Auto maintained its leading position in the SUV market above 200,000 yuan, with a total delivery of 33,951 vehicles in September [3] Company Performance - Leap Motor's total deliveries from January to September reached 395,516 vehicles, representing a year-on-year increase of 128.8% [1] - Xpeng Motors achieved a cumulative delivery of 313,196 vehicles in the first nine months of the year, showing a year-on-year growth of approximately 218% [2] - NIO's cumulative deliveries reached 872,785 vehicles, with the NIO brand accounting for 762,176 vehicles [2] - Li Auto's total cumulative deliveries reached 1,431,021 vehicles as of September 30, 2025 [2] Market Trends - The overall retail market for narrow passenger vehicles in September is estimated at around 2.15 million units, with a month-on-month growth of 6.5% and a year-on-year growth of 2.0% [5] - The retail sales of new energy vehicles are expected to reach approximately 1.25 million units, with a penetration rate of 58.1% [5] - The market is anticipated to enter a new phase of rapid growth for new energy vehicles, driven by the release of new models and increasing consumer interest [5]

Core Insights - The domestic automotive market in September 2025 shows a dual trend of growth in both new energy vehicles (NEVs) and traditional fuel vehicles, with significant competition among new energy brands and a structural recovery in fuel vehicles [1][7]. New Energy Vehicle Market - Leap Motor achieved a record monthly delivery of 66,657 units in September, marking a 97% year-on-year increase and becoming the top new energy brand [2]. - Other leading brands like Hongmeng Zhixing, Xiaopeng, and Xiaomi also reported monthly deliveries exceeding 40,000 units, indicating a heightened competitive threshold in the new energy sector [2]. - NIO and Li Auto delivered 34,749 and 33,951 units respectively, with NIO showing a 64% year-on-year growth, while Li Auto's deliveries rebounded with a 19% month-on-month increase [3]. Traditional Fuel Vehicle Market - The fuel vehicle market is experiencing a structural recovery, with approximately 9 models selling over 10,000 units in September, accounting for about 20% of total fuel vehicle sales [4][7]. - Notable models include the Nissan Sylphy, which sold 16,900 units, followed by the Geely Boyue L and Volkswagen Lavida [4]. - Traditional automakers like Changan and Chery reported significant growth in their fuel vehicle sales, with Changan's sales reaching 266,000 units, a 25% year-on-year increase, and Chery's sales exceeding 280,000 units, up 14.7% [3]. Market Dynamics and Trends - The fuel vehicle market is seeing increased concentration, with a few top models dominating sales, while lower-ranked models struggle to compete [7]. - The sales of fuel vehicles have been supported by price reductions and policy incentives, with some brands offering substantial discounts to stimulate demand [5][6]. - The transition to new energy vehicles is posing challenges for traditional fuel vehicle manufacturers, who must innovate and adapt to new standards to remain competitive [8].

Core Insights - The domestic automotive market in September 2025 shows a dual trend of growth in both new energy and traditional fuel vehicles, with significant competition among new energy brands and a structural recovery in fuel vehicles [1][6][11] New Energy Vehicle Market - Leap Motor achieved a record monthly delivery of 66,657 units in September, marking a 97% year-on-year increase and becoming the top new energy brand [2] - Other leading new energy brands, such as Hongmeng Zhixing and Xiaopeng, also reported monthly deliveries exceeding 40,000 units, indicating a heightened competitive threshold in the market [2][4] - Xiaomi's automotive division has raised its annual delivery target from 300,000 to 350,000 units, with over 250,000 units delivered by September [2] Traditional Fuel Vehicle Market - The fuel vehicle market is experiencing a structural recovery, with approximately 9 models selling over 10,000 units in September, accounting for about 20% of total fuel vehicle sales [6][10] - Notable models like the Nissan Sylphy and CR-V are capitalizing on family user needs, with competitive fuel efficiency [9] - Traditional automakers are seeing growth in their new energy models, with Changan and Chery reporting significant year-on-year increases in sales [4][5] Market Dynamics - The fuel vehicle market is becoming increasingly concentrated, with a few top models dominating sales, leading to challenges for smaller brands [10][11] - The recovery of fuel vehicles is supported by price reductions and policy incentives, which have stimulated demand [7][9] - Future competitiveness for fuel vehicles will depend on their ability to innovate and differentiate in terms of technology and user experience, rather than relying solely on price competition [11][12]

Core Viewpoint - Leap Motor (09863) has achieved a record high in September deliveries, reaching 66,657 units, representing a year-on-year growth of over 97%, marking the first time monthly sales have surpassed 60,000 units [1] Group 1: Delivery Performance - Leap Motor's September delivery volume sets a new record for the company and the new energy vehicle sector, leading the delivery rankings for seven consecutive months [1] - The C10 model has been the best-selling medium-sized SUV among new energy vehicles for four consecutive months, while the C16 model has maintained the top sales position in the large SUV category under 200,000 yuan for eight months [1] Group 2: Product Development - The company is set to launch multiple new products, enhancing its product lineup [1] - The D19 model, a luxury flagship full-size SUV, is scheduled for release on October 16, with an expected market entry in Q1 2026 [1] - The Lafa5, a pure electric hatchback, made its debut at the Munich Auto Show on September 8, targeting a younger, sportier demographic and is currently open for blind orders [1] Group 3: Market Outlook - The steady increase in sales and the upcoming new product launches are expected to further expand the company's market presence [1]