10月新能源汽车迎来狂飙时刻：比亚迪首破30万台，问界重回万辆以上｜钛度车库

钛媒体2023-11-03

11月1日，各家新能源车企陆续公布了上月的成绩单。从公布的销量数字和企业数量来看，竞争的烈度和紧张的氛围再上一个台阶。比亚迪毫无悬念地占据了榜首位置，但其他选手也不甘示弱。如果说10月初问界新M7用一波接一波的大定数字提前开启了年终冲刺，那么从11月1日开始的“交付战”则加剧了年底冲刺的紧张氛围。尤其是10月还是“金九银十”传统销售旺季的关键月份。而做好了10月份的成绩，也能为四季度冲刺开一个好头...

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老陈股市论坛
2023-11-03
老陈股市论坛
关注国内充电服务市场，能链智电（NASDAQ：NAAS）是中国充电服务第一股，Q3财报显示，2023年Q3，能链智电订单量达5920万，同比增长58%。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。
- 看股票的球哥:
  静等能链的上涨
- 十年识一剑客:
  财报数据不错
- 红红火火的丽丽:
  股市中的股票涨跌是正常的
- 斯呆芬库:
  同问，为什么会下跌啊？
- 新能源八卦小报:
  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。

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garage","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.9,"00285":1,"01211":1,"002594":0.6,"BYDDY":0.6},"content_text":"11月1日，各家新能源车企陆续公布了上月的成绩单。从公布的销量数字和企业数量来看，竞争的烈度和紧张的氛围再上一个台阶。比亚迪毫无悬念地占据了榜首位置，但其他选手也不甘示弱。如果说10月初问界新M7用一波接一波的大定数字提前开启了年终冲刺，那么从11月1日开始的“交付战”则加剧了年底冲刺的紧张氛围。尤其是10月还是“金九银十”传统销售旺季的关键月份。而做好了10月份的成绩，也能为四季度冲刺开一个好头。因此可以看到，不论是传统势力，还是新势力，都在10月份铆足了劲卖车。大厂反击战：集体创纪录每月1日往往是新势力公布销量的日子，但本月比亚迪、长城、吉利等老牌大厂也早早地公布了上月成绩。主要因素是这些老牌大厂在10月实在卖得太好了。越早公布，越有利于博得更多关注。10月比亚迪首次实现月销量30万辆以上。包括比亚迪品牌的王朝网、海洋网，以及腾势品牌，比亚迪10月销售了30.18万辆新车，同比增长39%，环比增长5%；1-10月的累计销量已达238.15万辆，同比增长70.36%。比亚迪今年的销量目标为300万辆，剩下2个月只要月均卖出超过30万辆，其将顺利完成全年目标。当然，比亚迪仍毫无悬念地继续蝉联了销量王。但吉利和长城在新能源领域表现也不错，吉利10月销售了6.2万辆新能源车，同比增长100%，新能源车渗透率提升至34.36%，已达行业整体水平。其中，纯电车销量3.66 万辆，同比增长 37%；插混车销量达 2.55 万辆，同比增长 495%。吉利10月新能源车销售成绩位居比亚迪之后，排名第二。其新能源车逐渐开始走量的主要因素是旗下的多品牌战略开始奏效。纯电赛道分布着极氪、几何、睿蓝三大品牌；混动赛道主要靠吉利银河序列和领克品牌支撑。主品牌吉利仍以燃油车销售为主。长城新能源总算在10月打了一场翻身仗，其10月新能源车销量首次突破3万辆，达到30461辆，同比增长178.08%。截止10月底，长城新能源车今年累计销量已超20万辆，同比增长85.93%。从年初的月销6000余台，到10月底的单月超30000台，长城新能源销量今年也一直处于增长状态。值得指出的是，除了比亚迪、吉利和长城这三家民营老牌车企外，上汽大众ID.家族、岚图、智己、阿维塔、极狐等拥有老牌大厂基因的企业也在10月创下近几年最好的销量成绩。比如，东风旗下的岚图10月交付6067辆，同比增长138%；北汽旗下的极狐10月交付达3107辆，月交付首次超过3000辆。可以说，10月不仅是一众老牌大厂创纪录的月份，也是集体展现后发优势的1个月。“金九银十”变成“银九金十”相较传统势力在10月份集体展现后发优势的一面，新势力则展现了多面性——既有一路高歌猛进继续创新高的，也有掉队趋势加剧的，当然也有不上不下的，比如蔚来。理想、小鹏和零跑是10月新势力阵营的赢家，三家都取得了创单月交付新高的成绩。其中，理想汽车10月交付40422辆，同比增长302%，首次将单月交付量做到4万辆级水平。月交付首次突破4万辆后，理想汽车创始人李想再度立下FLAG：理想本季度将正式挑战三款车5万辆/月的交付。小鹏同样在10月迎来久违的高光时刻，其10月交付达20002辆，同比增长292%，环比增长31%，这是小鹏历史上月交付首次突破2万辆。对此，小鹏汽车董事长何小鹏点评道：“花了一年的时间，从去年10月份的最低点向上重新拉起，真不容易。”据了解，10月小鹏G6生产首次到达万台并且月交付提升至8741辆。据了解，10月小鹏不仅月交付突破2万辆，新增订单也超过了2万辆。目前，小鹏汽车App显示，G6车型的交付周期为4-6周，较10月初的7-8周有所改善。另一个在10月创下月度交付新高的新势力是零跑汽车，其10月交付18202辆，同比增长159%。前不久，零跑汽车获得了来自全球第四大汽车集团——Stellantis集团抛来的橄榄枝，后者向零跑注资了15亿欧元以换取20%的股份。这一举动，被认为是有力提升了零跑的品牌影响力。略显可惜的是，在同行们都庆祝10月的大丰收成绩时，哪咤汽车显得有些失落。其10月交付12085辆，同比下跌33%，环比下滑9%，是10月唯一环比同比均为负的新能源车企。如何重新找到增长密码，是哪咤汽车在当下的紧急课题。总体来看，10月的新能源车企迎来了难得的狂飙时刻。钛媒体App统计的19家车企中，有13家月交付创下了历史新高，这样的时刻可谓前有未见。根据乘联会预估，10月新能源乘用车厂商批发销量89万辆，同比增长32%，环比增长7%；今年1-10月初步测算批发680万辆，同比增长36%。此前乘联会预测2023年中国新能源乘用车销量将达到850万辆，目前正朝着这一预期目标迈进。由此可见，“金九银十”可谓变成了“银九金十”。（本文首发钛媒体App，作者｜王瑞昊，编辑｜张敏）","kind":null,"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":237491876106448,"gmtCreate":1699014183567,"gmtModify":1699016709883,"author":{"id":"4138420184610170","authorId":"4138420184610170","authorIdStr":"4138420184610170","name":"老陈股市论坛","avatar":"https://static.tigerbbs.com/f0d6da5d2144d86f8eecd2356fd876bc","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4138420184610170"},"htmlText":"关注国内充电服务市场，能链智电（NASDAQ：NAAS）是中国充电服务第一股，Q3财报显示，2023年Q3，能链智电订单量达5920万，同比增长58%。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。","listText":"关注国内充电服务市场，能链智电（NASDAQ：NAAS）是中国充电服务第一股，Q3财报显示，2023年Q3，能链智电订单量达5920万，同比增长58%。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。","text":"关注国内充电服务市场，能链智电（NASDAQ：NAAS）是中国充电服务第一股，Q3财报显示，2023年Q3，能链智电订单量达5920万，同比增长58%。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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/237491876106448","repostId":2380994555,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8083380,"gmtCreate":1699231865406,"gmtModify":1699231869102,"authorId":4157530215330100,"author":{"id":4157530215330100,"authorId":4157530215330100,"name":"看股票的球哥","avatar":"https://static.tigerbbs.com/ac6947b721130ed5a480c8595d82e8f8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237491876106448,"type":1,"supId":0,"prevId":0,"content":"静等能链的<u>上涨</u>","text":"静等能链的<u>上涨</u>","html":"静等能链的<u>上涨</u>"},{"id":8083254,"gmtCreate":1699170005934,"gmtModify":1699170009646,"authorId":4157535605330800,"author":{"id":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":237491876106448,"type":1,"supId":0,"prevId":0,"content":"财报数据<u>不错</u>","text":"财报数据<u>不错</u>","html":"财报数据<u>不错</u>"},{"id":8083251,"gmtCreate":1699168624222,"gmtModify":1699168627853,"authorId":4157535218330590,"author":{"id":4157535218330590,"authorId":4157535218330590,"name":"红红火火的丽丽","avatar":"https://static.tigerbbs.com/be1b3973e7792045b4b072e1ee1eb26a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237491876106448,"type":1,"supId":0,"prevId":0,"content":"股市中的股票涨跌是正常<u>的</u>","text":"股市中的股票涨跌是正常<u>的</u>","html":"股市中的股票涨跌是正常<u>的</u>"},{"id":8083237,"gmtCreate":1699163814728,"gmtModify":1699163818423,"authorId":4160139618976430,"author":{"id":4160139618976430,"authorId":4160139618976430,"name":"斯呆芬库","avatar":"https://static.tigerbbs.com/a972d3c5bfcaceb9b22798d575428d88","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237491876106448,"type":1,"supId":0,"prevId":0,"content":"同问，为什么会下跌啊？<br>","text":"同问，为什么会下跌啊？<br>","html":"同问，为什么会下跌啊？<br>"},{"id":8082959,"gmtCreate":1699081349232,"gmtModify":1699081352926,"authorId":4160139703976500,"author":{"id":4160139703976500,"authorId":4160139703976500,"name":"新能源八卦小报","avatar":"https://static.tigerbbs.com/3d3f40862d461054790b5038c04deac3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":237491876106448,"type":1,"supId":0,"prevId":0,"content":"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。<br>","text":"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。<br>","html":"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。<br>"}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