新势力车企10月交付9家过万：理想首破4万直逼埃安，问界挤进前十

市场资讯2023-11-02

来源：时代在线　　十月，汽车市场火热势头延续。　　11月1日，各家新势力车企陆续披露了10月份的销售/交付数据，广汽埃安不出意料的稳居榜首。官方数据显示，埃安10月销量达到41503辆，同比增长38%，但较上月销量有所回落。　　理想汽车10月交付量突破4万辆，达到40422辆，屈居次席，同比增长302.1%。　　此外，小鹏汽车10月交付量首破2万辆，达到20002辆，一举反超蔚来和零跑，...

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论股谈票
2023-11-02
论股谈票
国内新能源汽车不断发展，相关的充电服务市场值得关注。能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。近期能链智电与红旗智能达成合作，完善辽宁地区充电服务生态。
- 相识于缘:
  买入的股票，必须多关注其行业新闻动向
- 十年识一剑客:
  国内新能源汽车不断发展，会促进产业链发展
- 夜探美股:
  这股拖真多啊
- 斯呆芬库:
  截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。
- 纵横四海0110:
  国内新能源汽车不断发展，相关的充电服务市场值得关注。

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href=\"https://finance.sina.com.cn/stock/hkstock/2023-11-02/doc-imztevxq5675950.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1588","symbol_name":"回港中概股","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/2023-11-02/doc-imztevxq5675950.shtml","article_id":"2380538984","we_media_id":null,"thumbnails":[],"rights":{"source":"highlight_sina","url":"https://finance.sina.com.cn/stock/hkstock/2023-11-02/doc-imztevxq5675950.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}","selectors":".art_box, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .fl_popup, 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ten","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02015":1,"LI":0.6},"content_text":"来源：时代在线\n　　十月，汽车市场火热势头延续。\n　　11月1日，各家新势力车企陆续披露了10月份的销售/交付数据，广汽埃安不出意料的稳居榜首。官方数据显示，埃安10月销量达到41503辆，同比增长38%，但较上月销量有所回落。\n　　理想汽车10月交付量突破4万辆，达到40422辆，屈居次席，同比增长302.1%。\n　　此外，小鹏汽车10月交付量首破2万辆，达到20002辆，一举反超蔚来和零跑，位列理想之后。\n　　值得注意的是，沉寂了大半年的问界汽车10月交付量终于交出了满意的成绩，顺利突破了1万辆，达到12700辆，“杀入”月交付万辆行列。\n　　据时代周报记者统计，10月一共有9家新势力车企交付量超过1万辆，在10月总共交付达到了189578辆。\n　　同天，比亚迪公布了10月单月销量首次突破30万辆，达到301833万辆。也就是说虽然这9家新势力车企目前虽然势头较好，但总量上还不敌比亚迪一家。\n　　乘联会近日分析指出，作为传统旺季，10月终端优惠及促销政策力度延续，“十一”叠加中秋超长假期，各地方车展及促销活动较多，促进双节期间终端热度增长，但接踵而至的降价浪潮也使得终端消费者观望情绪加重，终端促销边际效益递减，十月旺季热度增长也相对有限。\n　　理想奋起直追，小鹏强势反弹\n　　在交付榜上，广汽埃安今年初以来一直稳居交付榜首位。今年10月，埃安销量41503辆，同比增长38%，但环比减少19.56%。\n　　另一边，理想汽车奋起直追，在10月份交付量首次突破4万辆大关，达到40422辆，同比增长302.1%，环比增长12.1%。\n　　10月10日，理想汽车董事长兼CEO李想就曾在微博表示，这个月可以提前挑战一下四万的交付量；10月31日，李想再度表示，三款车月交付量突破4万辆后，将挑战月交付5万辆。\n　　时代周报记者注意到截至10月末，理想汽车全国零售中心达到372家，覆盖了133个城市；售后维修中心及授权钣喷中心达到315家，覆盖了210个城市。\n　　此外，年初以来交付量缓慢爬坡的小鹏汽车在10月份迎来突破式增长，首次突破2万辆大关，达到20002辆，同比增长292%，环比增长31%。\n　　10月24日，小鹏汽车董事长何小鹏在1024小鹏汽车科技日上宣布了智能辅助驾驶系统XNGP的最新量产落地计划，无高精地图区域城市导航辅助驾驶功能第一阶段将开放20城，今年内将增至50城。\n　　另外，零跑、蔚来、深蓝10月交付量均超过1.5万辆。其中，零跑汽车交付18202辆，同比增长159%，环比增长15.2%；蔚来交付16074辆，同比增长59.8%，环比增长2.77%；深蓝汽车交付15513辆，环比减少10.69%。\n　　极氪汽车10月交付量稳步提升至13077辆，同比增长29.23%，环比增长8.5%，新势力车企排名前进一位。\n　　值得注意的是，9月刚发布问界新M7系列的问界汽车10月交付量迎来爆发，顺利拿下1万辆大关，达到12700辆，从而进入月交付万辆行列。\n　　同时，问界汽车还披露，问界新M7上市50天累计大定已突破8万辆。\n　　不过，哪咤汽车10月交付量略显疲软，为12085辆，同比减少32.92%，环比减少8.52%\n\n　　理想年销量完成率遥遥领先，哪咤仍未过半\n　　从前十个月整体交付来看，广汽埃安、理想汽车、蔚来稳居前三，分别达到39.25万辆、28.46万辆、12.61万辆。\n　　其后，哪咤汽车、零跑汽车、深蓝汽车、小鹏汽车前十个月累计交付均超过10万辆，分别为10.99万辆、10.7万辆、10.24万辆、10.14万辆。\n　　其中，哪咤汽车凭借上半年的优异表现，得以暂居前十月交付榜第四位；而小鹏汽车则已走出上半年的阴霾，携2024款小鹏G9上演强势归来，在四季度首月达成月交付2万的目标。\n　　此外，极氪汽车前十个月累计交付9.21万辆。另一边，问界汽车今年并未每月披露交付量，只是偶尔披露数据，因此未能统计出前十个月的完整交付量。\n　　从前十个月的年销量目标完成率来看，理想汽车以94.88%的年销量完成率遥遥领先；广汽埃安以78.5%的年销量完成率稳居第二位；极氪汽车以65.79%的年销量完成率位居第三位。\n　　值得注意的是，经过了十月份的奋力追赶，零跑汽车、蔚来、深蓝汽车、小鹏汽车的年销量完成率终于超过五成，分别为53.51%、52.53%、51.21%、50.72%。\n　　但是，哪咤汽车的年销量完成率仍未过半，仅为43.94%。\n\n　　乘联会秘书长崔东树表示，四季度是完成全年目标的关键期，促销政策还会持续。\n　　方正证券研究报告也显示，近期的房地产刺激政策力度较大但投资房产风险大，购车消费需求替代居民炒房投资的趋势愈发明显；并且随着诸如问界M7，比亚迪仰望等亮点车型的重磅推出，全民汽车消费需求依然旺盛。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":237156182872232,"gmtCreate":1698932303896,"gmtModify":1698933323823,"author":{"id":"4107612084981750","authorId":"4107612084981750","name":"论股谈票","avatar":"https://static.tigerbbs.com/bde6a9082ae48edb315b3271715e6214","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4107612084981750","authorIdStr":"4107612084981750"},"htmlText":"国内新能源汽车不断发展，相关的充电服务市场值得关注。能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。近期能链智电与红旗智能达成合作，完善辽宁地区充电服务生态。","listText":"国内新能源汽车不断发展，相关的充电服务市场值得关注。能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。近期能链智电与红旗智能达成合作，完善辽宁地区充电服务生态。","text":"国内新能源汽车不断发展，相关的充电服务市场值得关注。能链智电（NASDAQ：NAAS）服务国内主流充电运营商及80%主机厂，包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日，能链智电累计覆盖充电枪超76.7万把，连接充电站超7.3万座。近期能链智电与红旗智能达成合作，完善辽宁地区充电服务生态。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/237156182872232","repostId":2380538984,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8083386,"gmtCreate":1699234202254,"gmtModify":1699234205970,"authorId":4158811605906340,"author":{"id":4158811605906340,"idStr":"4158811605906340","authorId":4158811605906340,"name":"相识于缘","avatar":"https://static.tigerbbs.com/1dc1fef3eb0e844fe815e6118c42e116","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237156182872232,"type":1,"supId":0,"prevId":0,"content":"买入的股票，必须多关注其行业新闻动<u>向</u>","text":"买入的股票，必须多关注其行业新闻动<u>向</u>","html":"买入的股票，必须多关注其行业新闻动<u>向</u>"},{"id":8082586,"gmtCreate":1699004427236,"gmtModify":1699004430998,"authorId":4157535605330800,"author":{"id":4157535605330800,"idStr":"4157535605330800","authorId":4157535605330800,"name":"十年识一剑客","avatar":"https://static.tigerbbs.com/f43575b5bba953d5ec2f60cf595db637","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237156182872232,"type":1,"supId":0,"prevId":0,"content":"国内新能源汽车不断发展，会促进产业链发<u>展</u>","text":"国内新能源汽车不断发展，会促进产业链发<u>展</u>","html":"国内新能源汽车不断发展，会促进产业链发<u>展</u>"},{"id":8082577,"gmtCreate":1699003021533,"gmtModify":1699003025347,"authorId":4117519872340860,"author":{"id":4117519872340860,"idStr":"4117519872340860","authorId":4117519872340860,"name":"夜探美股","avatar":"https://static.tigerbbs.com/9a3a65060f844719da53a727a055c9b2","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c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