摘要 纯电市场已重新掌握增长主动权。 纯电车型正在摆脱此前的增长乏力。 近期，英伟达CEO黄仁勋在链博会上直言"中国电动汽车令人惊叹"，并隔空喊话"想买小米汽车却 买不到"。 这一看似偶然的"种草"行为，恰是2025年上半年中国纯电市场强势反弹的生动注脚。 现象级车型引爆市场 纯电增速已超插混 纯电市场的反弹，以小米汽车的爆发为鲜明起点。 其SU7与YU7两款车型展现出惊人的市场号召力，尤其是YU7三分钟狂销20万辆的战绩，不仅刷 新了行业销售纪录，更直接带动了市场情绪的逆转。 （图片来源：小米汽车） 这种单品带品类的效应，成为纯电市场复苏的直观信号。 这一信号很快被行业级数据印证。 中汽协数据显示，2025年1-6月，中国纯电车型累计销售 441.5万辆，同比增长46.2%。这一增速不仅远超2023年（24.9%）和2024年（15.5%）的水 平，更实现了超越同期插混车型31.1%的同比增幅，终结了插混车型连续四年"增速领跑"的格 局。 对比此前市场格局更能凸显这一转向的意义： 2021-2024年，插混车型增速分别高达140%、 151.6%、84.7%和84.5%，2024年狭义插混批发销量391万辆 ...

Core Insights - The overall sales performance of leading electric vehicle manufacturers such as Xiaopeng and NIO remains strong, with Xiaopeng achieving a monthly sales figure of 34,600 units in June, a year-on-year increase of 224%, while NIO's sales reached 24,900 units, up 17.5% year-on-year [1][2] - Despite the impressive sales figures, many models from these brands are struggling, with some achieving only single-digit monthly sales, indicating a disparity between popular and underperforming models within their product lines [3][11] Group 1: Sales Performance - Xiaopeng's monthly sales in June were 34,600 units, a 3.24% increase from May [2] - NIO's sales for June were 24,900 units, reflecting a 7.29% increase from May [2] - Avita's sales reached 10,200 units in June, marking a 117% year-on-year growth [1] Group 2: Underperforming Models - Models like Xiaopeng P7 and NIO EC7 have seen significant declines in sales, with the P7 selling only 82 units in May and the EC7 dropping to 94 units [5][7] - Other models, including NIO ES7 and Volkswagen ID.7 VIZZION, have recorded single-digit sales, indicating they are largely overlooked in the market [10][11] Group 3: Market Challenges - The presence of underperforming models is attributed to several factors, including misalignment with market trends and consumer preferences, as well as a lack of clear product differentiation [11][23] - The competitive landscape has intensified, leading to internal competition among similar models within the same brand, which can dilute sales [11][29] Group 4: Financial Implications - The financial strain on companies is evident, with NIO reporting a net loss of 22.6 billion yuan in 2024 and a continued loss of 6.75 billion yuan in Q1 2025 [23][26] - Xiaopeng also reported a net loss of 9.67 billion yuan in 2024, with Q1 2025 losses reaching 664 million yuan, highlighting the urgent need for cost reduction and profitability [26][28] Group 5: Strategic Recommendations - Companies are encouraged to consider eliminating underperforming models to optimize their product lines and focus resources on more promising vehicles [29][30] - Successful brands will need to balance the removal of these models with maintaining customer trust and providing adequate support for existing owners of discontinued models [29][30]

这是自年初一汽-大众调整近30位中层干部后后，再度从组织架构层面大动"手术"。而此次涉及市场、 营销、客户、渠道、商品和售后六大板块的系统性变革从开始到落地运转，仅用时不到两个月。 组织架构频繁快速的调整，折射出一汽-大众新能源转型焦虑。尽管仍为合资品牌销冠，但一汽-大众市 场份额从2023年的8.5%降至2024年的7%，今年1至5月继续跌至6.8%。 第三方平台数据显示，一汽-大众依靠经典燃油车维系销量，三款在售的新能源车型5月合计零售销量只 有2617辆，仅约占整体销量的2%。其中，ID.6 CROZZ和ID.7 VIZZION月销量已降至两位数。 智通财经记者两度实地走访一汽-大众门店发现，一汽-大众新能源车型所拥有的营销资源相当有限，仅 有一款ID.4 CROZZ摆放在门店边缘位置，而ID.6 CROZZ和ID.7 VIZZION已经没有了展车。一些销售人 员甚至不能向潜在客户详细介绍产品特性。 一位一汽-大众销售告诉智通财经，到店客户多是在燃油车时代信任大众品牌的老车主。在智通财经探 店的一个多小时时间里，五组客户也均是奔着燃油车而来。 智通财经记者｜周姝祺 魏勇猛 新能源汽车销量难有起色的一汽- ...

然而，来自欧洲市场的数据显示情况并非如此。今年5月，德国的电动汽车销量同比增长近45%。 作为 特斯拉主要电动汽车竞争对手，比亚迪5月份在德国的销量增长了8倍，创造了中国电动汽车制造商的最 强劲表现。今年4月，比亚迪在欧洲的纯电动汽车销量首次超过了特斯拉。尽管欧盟在2024年对其征收 了17%的关税，但比亚迪仍在拓展欧洲市场。 德国联邦汽车运输管理局的数据显示，比亚迪5月在德国售出了1857辆纯电动汽车和插电式混合动力 车，同比增长824%。 虽然马斯克已不再担任白宫相关职务，但他涉足政治的行为仍对特斯拉的销量造成影响。今年4月，特 斯拉称其第一季度汽车销量同比下滑13％，利润也跌至四年来的最低水平。(作者/箫雨) 特斯拉在其他欧洲国家的销量同样低迷。上个月，特斯拉法国销量下滑超过67%，西班牙销量下降了 29%。唯一的例外是挪威，特斯拉5月在该国售出2600辆汽车，是去年同期的三倍多，主要得益于其最 受欢迎车型Model Y焕新版的交付。在德国的邻国瑞典，大众最新款电动车ID.7的销量几乎是特斯拉新 款Model Y的两倍，而特斯拉在该国的整体销量则下滑了53%。 面对这一局面，特斯拉CEO埃隆·马斯克(E ...

Core Insights - Tesla's car sales in multiple European markets have significantly declined for five consecutive months, attributed to CEO Elon Musk's political activities and an aging vehicle lineup [1][3] Sales Performance - In Sweden, Tesla's new car sales dropped by 53.7% year-on-year in May, while Portugal saw a decline of 68%. Notably, overall electric vehicle sales in these markets grew by nearly 25% [3] - Sales in Denmark decreased by 30.5%, in the Netherlands by 36%, in Spain by 19%, and in France by 67% [3] - Conversely, Norway showed a positive trend with Tesla's Model Y sales increasing from 690 units to 2,346 units, marking a 213% rise [3] Competitive Landscape - Since 2020, Tesla has not launched new mainstream models, facing intensified competition from traditional automakers and Chinese rivals like BYD entering the European market [4] - In Sweden, the Volkswagen ID.7 outsold the Model Y nearly twofold, and Tesla's Model 3 sales lagged behind models from Porsche, BYD, and Xpeng [4] - The founder of FairCharge noted that while Tesla's price cuts have stimulated sales, the brand's future outlook appears bleak due to limited popular models [4] Market Strategy - Tesla is offering financial incentives in Sweden, Germany, the UK, and France to stimulate demand, and is providing interest-free loans for the new Model Y in Norway [3] - The new Model Y is expected to start deliveries in Germany, the UK, France, and Italy, which may not yet be reflected in sales data [3]

大众中国在位于场馆不远的上海外滩国际电竞文化中心举办"大众之夜"，当晚的重头戏是旗舰车型 纯电ID.7。这款车仅是亮相，尚未量产。 一汽-大众计划当年年底上市，上汽大众原计划紧跟此后。 当晚或准确地说是当年，所有合资传统车企产品和传播都及其虚弱，既没有新势力的科技感也无新 势力的话题。 那天的活动现场布置，展示了ID.7的安全、环保，座椅的人体工学，勉强智能的辅助驾驶，再没有 能与大众在华江湖地位匹配的亮点。而另一边，新势力正演示他们先进的智驾与智舱。 撰 文 / 张霖郁 设 计 / 琚 佳 2023年4月17日，上海车展前一晚。 当晚发布会结束，展台上的两台ID.7被观众例行包围，这款车是基于MEB平台的纯电车型，从外观 到内饰，和之前的ID系列差别不大，很多观众看完后便离场。 营业利润为191亿欧元，同比下降15%，营业利润率为5.9%。据大众集团表示，营业利润下降的主 要原因是固定成本的大幅增加，其中包括净额达26亿欧元的特殊支出，主要用于企业内部重组。 2024财年净利润124亿欧元，同比下降30.6%。 经过数次危机当下的大众集团，在全球各区域市场都在逐渐转身，两年前制定的战略正展露成果， 中国市场 ...