特斯拉vs比亚迪纯电车型：2025年一季度销量数据后面的行业风向

芝能汽车2025-04-18

芝能汽车出品2025年新能源汽车开局良好，1-3 月销量分别达到 70.2、65.3和96.5 万辆，与 2024 年同期相比增长不少。当然我们集中研究纯电动汽车部分，这个细分市场很关键其中1月-3月的纯电动汽车销量分别是38.8万、41.7万和63.4万，合计143.9万。而特斯拉的销量13.48 万辆，比亚迪纯电销量27.84 万辆，加起来大概在41万，大约是整个纯电动市场的28.7%。...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250418075241a45d28aa&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能汽车出品2025年新能源汽车开局良好，1-3 月销量分别达到 70.2、65.3和96.5 万辆，与 2024 年同期相比增长不少。当然我们集中研究纯电动汽车部分，这个细分市场很关键其中1月-3月的纯电动汽车销量分别是38.8万、41.7万和63.4万，合计143.9万。而特斯拉的销量13.48 万辆，比亚迪纯电销量27.84 万辆，加起来大概在41万，大约是整个纯电动市场的28.7%。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250418075241a45d28aa&s=b\">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":"TSYW.SI","symbol_name":"TESLA 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electric models: industry trends behind sales data in the first quarter of 2025","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.9,"01211":0.9,"TSYW.SI":0.6,"TSLA":1,"TSLL":1},"content_text":"芝能汽车出品2025年新能源汽车开局良好，1-3 月销量分别达到 70.2、65.3和96.5 万辆，与 2024 年同期相比增长不少。当然我们集中研究纯电动汽车部分，这个细分市场很关键其中1月-3月的纯电动汽车销量分别是38.8万、41.7万和63.4万，合计143.9万。而特斯拉的销量13.48 万辆，比亚迪纯电销量27.84 万辆，加起来大概在41万，大约是整个纯电动市场的28.7%。Part 1特斯拉和比亚迪在中国市场表现● 我们来看看两家企业的表现，特斯拉和比亚迪的情况◎1 月，比亚迪纯电销量为 6.3 万辆，特斯拉为 3.37 万辆；◎2 月，比亚迪纯电销量增长至 8.42 万辆，特斯拉为 2.93 万辆；◎3 月，比亚迪纯电销量进一步攀升至 13.12 万辆，特斯拉为 7.18 万辆。◎1 - 3 月比亚迪纯电车型累计销量达 27.84 万辆，特斯拉累计销量为 13.48 万辆，这里是2:1的关系。● 特斯拉在华销售主力车型 Model 3 和 Model Y 表现各有特点。◎2025 年年初 Model 3 销量有明显增长，1 月 0.8 万辆，2 月 1.94 万辆，3 月 2.52 万辆，◎Model Y 在 2024 年销量3 月达到 4.66 万辆，同比增长17.7%。特斯拉销量有增长，但与比亚迪等竞争对手相比，市场份额增长面临压力。当然我们可能也需要把比亚迪的纯电动销量结构整理出来。● 小型车：这块是主力，有2万级/月的销量◎海豚：7.98 - 12.58万元价格区间，小巧实用，累计销量22146辆，城市通勤好选择。◎海鸥：5.68 - 8.58万元亲民价，凭借高性价比，累计销量77591辆，成为入门纯电热门之选。◎元UP：8.68 - 11.98万元小型SUV，灵活好开，累计销量32236辆，满足多样出行需求。● 紧凑级：基本实现了月均1万的级别◎秦PLUS：9.98 - 17.38万元紧凑型车，经济实用，累计销量28766辆，销量表现稳定出色。◎元PLUS：10.58 - 14.58万元的紧凑型SUV，空间与性能兼备，累计销量39063辆，受家庭用户青睐。◎宋PLUS：13.98 - 18.08万元紧凑型SUV，综合表现佳，累计销量26451辆。● 中型和中大型 ：这里销量有限◎汉：16.98 - 23.58万元中大型车，豪华舒适，累计销量13507辆，彰显品牌高端形象。◎海豹06GT：12.88 - 18.68万元中型车，兼具运动与科技，累计销量16391辆，吸引追求个性用户。◎宋L：17.98 - 24.98万元中型SUV，造型时尚，累计销量5262辆，为年轻消费者带来新选择。● 其他车型：涵盖多种车型，1 - 3月累计销量12724辆Part 2纯电的销量分析我们从周度数据看可能更清晰，现在纯电明显有小型化的趋势，在特斯拉和比亚迪没有覆盖的市场，我们可以罗列出来：● 吉利：星愿8.15万台、熊猫Mini 3.2万台，合计近11.5万台；● 五菱：Mini EV 8.46万台、缤果3.45万台，合计近12万台；● 小鹏：Mona M03 4.86万台；● 长安：Lumin 3.1万台。在一季度，整个新能源销量在渗透率比较高的情况下，整个纯电的销量客观上出现了小型化的趋势。从趋势来看，目前特斯拉除了往Robotaxi方向发展，并没有给我们一个更明确的方向。后续如何在纯电领域能有好的发展模式，我们还需要仔细探索，毕竟之前抄作业的对象特斯拉已经没有给我们更多的答案。小结纯电往代步（低价）和小型化的方向的趋势是很明显的，这个发展模式可能和我们当初的设想差距比较大。","kind":"news","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":0,"need_auth":false,"code":"91000000","status":"200"},"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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