每经AI快讯，据蔚来官微，2026年2月6日22:33:18，蔚来1亿次换电正式达成，第1亿次换电用户是来自 浙江省海宁市的ET5T用户。 ...

Core Viewpoint - The January 2026 performance of the new energy vehicle market was relatively flat, but new forces in the industry showed better year-on-year performance compared to the overall market [3]. Group 1: January Delivery Data - Leap Motor delivered 32,059 vehicles in January, a year-on-year increase of 27.4% but a month-on-month decrease of 31.9% [2]. - Li Auto delivered 27,668 vehicles, down 7.5% year-on-year and down 37.5% month-on-month [7]. - NIO delivered 27,182 vehicles, marking a significant year-on-year increase of 96.1% but a month-on-month decrease of 14.2% [6]. - Zeekr delivered 23,852 vehicles, with a year-on-year increase of 99.7% and a month-on-month decrease of 9.3% [8]. - Xpeng delivered 20,011 vehicles, down 34.1% year-on-year and down 38.0% month-on-month [5]. - Xiaomi delivered over 39,000 vehicles in January [8]. Group 2: Market Performance Analysis - The total retail market for narrow passenger cars in January was approximately 1.8 million units, a month-on-month decrease of 20.4% but a slight year-on-year increase [3]. - The new energy vehicle retail market is expected to reach 800,000 units, with a penetration rate of 44.4% [3]. - The five sample new force car companies (excluding Xiaomi and Aion) delivered a total of 130,772 vehicles, a year-on-year increase of 17.5% but a month-on-month decrease of 28.0% [3]. Group 3: Company-Specific Insights - Leap Motor's growth is attributed to strong product offerings like the C10 and B01, with plans to launch new models in 2026 [4]. - Xpeng's delivery decline is noted, but the company plans to launch multiple new models in 2026 [5]. - NIO's delivery increase is supported by strong sales of the ES8 and new software updates enhancing user experience [6]. - Li Auto's stable sales are backed by the L series, with ongoing expansion in the charging infrastructure [7]. - Zeekr's growth is driven by the success of the 7X model and plans for new model launches [8]. Group 4: Industry Trends - The smart driving technology is accelerating, with companies like Xpeng and Huawei leading the charge in promoting intelligent driving features [9]. - The industry is expected to see a shift towards more affordable smart driving solutions, enhancing competitiveness against joint venture brands [9]. - The rise of intelligent capabilities is becoming a critical factor in competition among automakers, with a focus on autonomous driving and user acceptance [10].

Investment Rating - The report maintains a positive investment rating for the new energy vehicle sector, indicating a favorable outlook for the industry [7]. Core Insights - The performance of the new energy vehicle market in January 2026 was relatively flat, with a total retail market size of approximately 1.8 million vehicles, a month-on-month decrease of 20.4%, but a slight year-on-year increase. The penetration rate for new energy vehicles reached 44.4% [4]. - Five key new energy vehicle companies (excluding Xiaomi and Aion) delivered a total of 130,772 vehicles in January, representing a year-on-year increase of 17.5% but a month-on-month decrease of 28.0%, outperforming the industry average [4]. - The report anticipates a stabilization and recovery in automotive demand post-Chinese New Year, driven by the rollout of local government subsidies and the introduction of new models [4]. Summary by Relevant Sections Delivery Performance - Leap Motor delivered 32,059 vehicles in January, a year-on-year increase of 27.4% but a month-on-month decrease of 31.9%. The strong performance is attributed to the competitive pricing of models C10 and B01 [5]. - Ideal Auto reported 27,668 vehicles delivered, a year-on-year decrease of 7.5% and a month-on-month decrease of 37.5%. The company is focusing on enhancing user experience through software updates and expanding its service network [9]. - NIO delivered 27,182 vehicles, marking a significant year-on-year increase of 96.1% but a month-on-month decrease of 14.2%. The ES8 model was the top performer [6]. - Zeekr delivered 23,852 vehicles, with a year-on-year increase of 99.7% and a month-on-month decrease of 9.3% [10]. - Xpeng delivered 20,011 vehicles, reflecting a year-on-year decrease of 34.1% and a month-on-month decrease of 38.0% [6]. Market Trends - The report highlights the ongoing trend of intelligent driving technology adoption, with companies like Xpeng and Huawei leading the charge. The expectation is that advancements in intelligent driving will lower hardware costs and expand market access [12]. - The report suggests that the intelligent driving capabilities will become a key competitive factor for automakers, with a focus on companies that are leading in this area [12]. Investment Recommendations - The report recommends focusing on companies with strong intelligent driving capabilities and those that are well-positioned in the new energy vehicle supply chain. Specific companies highlighted include Geely, Xpeng, and BYD [12].

Core Insights - NIO reported a strong sales performance with 27,182 vehicles delivered in January 2026, marking a year-on-year growth of 96.1% [2] - The total cumulative deliveries have surpassed 1 million units, reaching 1,024,774 vehicles, solidifying NIO's position in the high-end electric vehicle market [2] - The new ES8 model celebrated its 60,000th owner within just 134 days of launch, indicating robust demand for large electric SUVs [2] Group 1: Sales Performance - NIO delivered 27,182 vehicles in January 2026, achieving a remarkable year-on-year growth of 96.1% [2] - The cumulative delivery milestone of 1,024,774 vehicles has been reached, officially crossing the 1 million mark [2] - The new ES8 model reached 60,000 deliveries in only 134 days, showcasing strong market demand [2] Group 2: Product and Technology - NIO continues to lead in technology upgrades with the rollout of the latest 1.4.0 version of its intelligent system across multiple models [2] - The new features include enhanced world model-assisted driving capabilities, promising a smarter and safer driving experience [2] Group 3: Financial and Service Initiatives - NIO introduced attractive financing options with a 7-year low-interest purchase plan, offering rates as low as 0.49% [3] - The company announced that its global battery swap network has surpassed 99 million swaps, expected to reach 100 million soon, reflecting user acceptance of the battery swap model [3]

1月，蔚来公司交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1,024,774台。 蔚来全新ES8在广州完成第60,000台新车交付，历时134天。纯电大三排SUV的黄金时代已经到来。 蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道品牌针对乐道L60与L90推出7年超低息购车方案，7年 0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火虫品牌推出7年超低息购车方案，锁单赠 送马年新春奇遇礼包。蔚来换电次数已突破9,900万次，1亿次换电即将达成。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

2月1日，多家主流车企陆续披露了2026年1月的销量数据。作为2026年首个完整销售月，头部新能源车品牌多数实现了销量 的同比正增长。 从各汽车品牌官方公布的数据来看，2026年1月，车企销量呈现明显的阵营分化特征，新能源车成为各车企销量增长的核心 驱动力。 据比亚迪股份公告披露的数据，2026年1月，比亚迪新能源汽车销量约21万辆。 鸿蒙智行官方数据显示，其1月交付量达5.79万辆，同比增长65.6%，环比下滑35.3%。其中，问界车型是其绝对主力，1月 交付超4万辆，同比增长83%。 小米汽车官方宣布，1月交付量超3.9万辆，较2025年12月超5万辆的交付量下降22%。 对此，小米集团创始人、董事长兼CEO雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶 段，本月主力交付车型为YU7，新一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。 雷军发布微博称："SU7马上改款，目前主要交付的是YU7。" 值得一提的是，如今，小米汽车不仅是2026年1月的造车新势力销冠，而且拉开了与第二名零跑汽车的差距。 据零跑汽车官微披露，其1月交付量约3.2万辆，同比增长27%，环比下滑 ...

新京报贝壳财经讯 2月1日蔚来公布，2026年1月蔚来公司交付新车27182台，同比增长96.1%。截至目 前，蔚来公司已累计交付新车1024774台。蔚来全新ES8在广州完成第60000台新车交付，历时134天。 蔚来品牌针对新ET5、ET5T、ES6和EC6，乐道品牌针对乐道L60与L90推出7年超低息购车方案，7年 0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火虫品牌也推出7年超低息购车方案。目前 蔚来换电次数已突破9900万次，1亿次换电即将达成。 ...

纯电大三排SUV的黄金时代已经到来。蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道品牌针对乐道 L60与L90推出7年超低息购车方案，7年0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火 虫品牌推出7年超低息购车方案，锁单赠送马年新春奇遇礼包。蔚来换电次数已突破9900万次，1亿次换 电即将达成。 经济观察网2026年1月，蔚来公司交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付 新车1,024,774台。蔚来全新ES8在广州完成第60,000台新车交付，历时134天。 ...

2026年1月，蔚来公司交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1,024,774台。蔚来全新ES8在广州完成第60,000台新车交 付，历时134天。纯电大三排SUV的黄金时代已经到来。蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道品牌针对乐道L60与L90推出7年超低息购车方案， 7年0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火虫品牌推出7年超低息购车方案，锁单赠送马年新春奇遇礼包。蔚来换电次数已突破 9,900万次，1亿次换电即将达成。 I life B a ic ...

目前，蔚来换电次数已突破9900万次，1亿次换电即将达成。 北京商报讯（记者 蔺雨葳）2月1日，蔚来公司发布的数据显示，2026年1月，蔚来公司交付新车27182 台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1024774台。蔚来全新ES8在广州完成第 60000台新车交付，历时134天。 蔚来方面表示，纯电大三排SUV的黄金时代已经到来。蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道 品牌针对乐道L60与L90推出7年超低息购车方案，7年0.49%年化费率，0金融服务费，提前还款0违约 金。firefly萤火虫品牌也推出了7年超低息购车方案。 ...