点 击 蓝 字 关 注 我 们 本文全文共 1580 字，阅读全文约需 5 分钟 中国新能源汽车市场走势 中国新能源汽车市场，2025年7月销售126.2万辆，环比下降5.0%，同比增长27.3%，渗透率达到 48.7%，渗透率维持较高水平 。 中国新能源汽车市场结构 2025年7月，新能源轿车份额占比43.7%，比去年同期下滑0.3个百分点。新能源SUV份额占比达到 46.3%，份额较同期下滑2.0个百分点。2025年7月，细分市场全部实现增长，商用车增速整体高于乘 用车，乘用车市场中MPV车型实现较大增幅 。 其中新能源乘用车销售119.5万辆，同比增长25.4%；新能源商用车销售6.7万辆，同比增长74.9% 。 以旧换新和地方促消费政策持续发力，部分车企通过"一口价"优惠、赠送权益等方式促销，叠加新 能源新车放量，持续推动市场增长，呈现出淡季不淡特征。同时，车企竞争的焦点转向产品力与全 球化布局，价格波动压力有所缓解。 装车率统计 ——级别分布 2025年1-6月新能源乘用车L2级及以上的辅助驾驶功能装车率达到82.6%，16万以下市场中智驾装车 率进一步增长。随着技术的跃进式提升，叠加硬件和软件成本 ...

Group 1 - The recent period has been challenging for Xiaomi, particularly due to the trust crisis triggered by the fatal accident involving the Xiaomi SU7, prompting a reevaluation of smart driving technology in the industry [1] - The market for smart driving features remains strong, with a survey indicating that nearly 30% of consumers are willing to pay over 10,000 yuan for advanced driving assistance systems [3] - The penetration rate of L2 and above driving assistance features in the new energy passenger car market reached 66.3% in early 2025, indicating a growing consumer focus on smart driving capabilities [3] Group 2 - The penetration rate of new energy vehicles in China surpassed that of fuel vehicles, reaching 51.5% in April, with predictions suggesting it will exceed 70% by 2030 [6] - The competition among new energy vehicle manufacturers is intensifying, with Leap Motor achieving a 173% year-on-year increase in deliveries, becoming the top seller in April [10] - The Leap B10 model, which features a lower price point for laser radar technology, significantly contributed to its sales, highlighting the importance of competitive pricing in the smart driving market [12] Group 3 - The smart driving market is characterized by a split between safety ethics and rising consumer demand, leading to a search for balance within the industry [9] - The market is dominated by three main models: third-party solutions like Momenta, vertical integration by Huawei, and in-house development by companies like XPeng [18] - Momenta holds a 60% market share in the urban NOA supply chain, while Huawei's HI model accounts for nearly 30%, indicating the strong position of domestic suppliers in the smart driving sector [19][20] Group 4 - Traditional automotive giants are recognizing new opportunities in the smart driving space, particularly in safety, which has become a competitive advantage [23] - The competition in the smart driving sector is evolving from merely stacking features to a multidimensional battle focusing on safety experience, scale, and ecosystem [23]