比亚迪、理想、小鹏，都爆了！

看财经官微10-05

刚刚过去的“金九”，中国新能源车企纷纷刷新历史纪录，集体“卖爆”。有三大主要看点：1、比亚迪已经成为全球第三大车企；2、传统大厂第二梯队的吉利、奇瑞爆发式增长；3、理想汽车正在赶超BBA（奔驰、宝马、奥迪）我们先说说比亚迪。9月国内销量排名第一的比亚迪，以41.76万辆刷新销量纪录。这样的单月销量，已经全面超越日产、本田、通用。现在，排在比亚迪前面的，只有德国大众和日本丰田了。不过，平心而论，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410051631569f2aad5a&s=b><strong>看财经官微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>刚刚过去的“金九”，中国新能源车企纷纷刷新历史纪录，集体“卖爆”。有三大主要看点：1、比亚迪已经成为全球第三大车企；2、传统大厂第二梯队的吉利、奇瑞爆发式增长；3、理想汽车正在赶超BBA（奔驰、宝马、奥迪）我们先说说比亚迪。9月国内销量排名第一的比亚迪，以41.76万辆刷新销量纪录。这样的单月销量，已经全面超越日产、本田、通用。现在，排在比亚迪前面的，只有德国大众和日本丰田了。不过，平心而论，...</p>\n\n<a 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exploded!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.9,"00285":1,"01211":0.9,"02015":0.7,"09866":0.7,"002594":0.6,"09618":0.6,"BYDDY":0.6},"content_text":"刚刚过去的“金九”，中国新能源车企纷纷刷新历史纪录，集体“卖爆”。有三大主要看点：1、比亚迪已经成为全球第三大车企；2、传统大厂第二梯队的吉利、奇瑞爆发式增长；3、理想汽车正在赶超BBA（奔驰、宝马、奥迪）我们先说说比亚迪。9月国内销量排名第一的比亚迪，以41.76万辆刷新销量纪录。这样的单月销量，已经全面超越日产、本田、通用。现在，排在比亚迪前面的，只有德国大众和日本丰田了。不过，平心而论，比亚迪想要超越大众和丰田，难度还是很大的。目测比亚迪要在全球老三的位置上呆很长一段时间了。原因很简单，其实全球第三到第五，差距大不大，月销量大约30万辆左右。不过想要跻身全球第二，单月销量就要拉到七八十万辆以上了。2023年，大众和丰田的平均单月销量分别是77万和93万辆。也就是说，除非比亚迪单月销量再翻番，否则暂时依然无法挑战大众和丰田。我们再看看吉利和奇瑞。目前看，在发力新能源的传统大车厂中，比亚迪属于第一梯队，奇瑞、吉利组成第二梯队，长城、广汽、上汽等，明显掉队，短期难以逆袭。吉利新能源和奇瑞新能源9月均创下单月销售纪录，两家品牌各有亮点：吉利新能源9月销量涨幅高达76%，主要归功于银河E5。8月首月上市，交付就突破了1万辆，创造了中国纯电SUV单月销量最快破万的纪录。9月银河E5持续火爆，9月银河品牌销量为2.9万辆，其中银河E5的交付量很可能占据一半以上。目前看，第四季度，还有吉利星愿、极氪7X等车型发布，吉利新能源月销突破10万指日可待。奇瑞新能源这边，去年还以微型车为主，今年已经全面开花，捷途、奇瑞风云、ICAR表现均不错。奇瑞与比亚迪属于同一时期开始涉足新能源汽车领域，却起了个大早赶了个晚集。直到去年9月份，奇瑞新能源汽车的内部占比仅为7%，到今年9月，已经达到24.1%。接下来谈谈理想。理想9月交付也创了历史纪录。理想主流车型价格在25万元以上，对标的合资品牌是BBA。9月，在中国市场，奥迪卖了6.55万辆，奔驰卖了6.16万辆，宝马还没公布9月数据，不过，8月宝马只卖了3.48万辆，而9月前三周仅3万辆不到。估计宝马9月整体销量不会太好看。也就是说，目前理想在国内的销量已经超过宝马，即将追上奔驰和奥迪。如果不是理想尝试的第一款纯电豪车MEGA失利（销售未达预期），此时理想销量恐怕已经破6万辆了。从不被看好，到成为中国的BBA，理想确实做到了。除了以上三大看点外，值得注意的还有：新势力中零跑异军突起成为黑马。零跑曾经长期不温不火，月销量1万多，不过，进入2024年，零跑突然发力。9月零跑卖了3.3万辆，在新势力中，仅次于理想和华为系（包括问界、智界和享界三大品牌的鸿蒙智行）零跑为啥突然爆火？核心原因就一个：平替理想。零跑汽车全面对标理想，但主打便宜，号称“半价理想”。事实上今年8月零跑交付就首度超过3万，值得注意的是，从销量破2万到破3万，理想花了4个月，而零跑只花了3个月。小鹏月销量再度超过蔚来。小鹏在危难之际，迎来了Mona M03的热销，订单大爆10万，上市首月交付就过万了。销量再次突破2万台，达21,352台，创历史新高，再次超过蔚来（上次是2023年12月）。总之，9月，是中国新能源车的大丰收月，不管是传统大厂，还是新势力，都集体刷新了历史纪录。虽然外部挑战依然巨大，但中国汽车工业的崛起，已经势不可挡。个人观点，仅供参考","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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