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Steven S
02-14
$理想汽车-W(02015)$
我就看你空头能坚持到什么时候 来跌使劲跌跌死我 不跌到90以下我都看不起你
Steven S
02-05
什么腊鸡都来发表言论
抱歉，原内容已删除
Steven S
02-05
易你吗🖊️ 价格区间都不一样 🧠有包？！
抱歉，原内容已删除
去老虎APP查看更多动态
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15:23","market":"sh","language":"zh","title":"新势力销冠的位置，易主了","url":"https://stock-news.laohu8.com/highlight/detail?id=2508737433","media":"虎嗅网","summary":"造车新势力格局正在发生变化。2月初，车企接连交出了今年的首份战报。在一众新能源汽车品牌中，小鹏汽车成为了最大的黑马。小鹏的快速崛起夺走了理想的新势力销冠位置。不仅如此，乐道汽车在春节前经历了员工购车政策的舆论风波，这一事件损害了品牌声誉。2025是新能源汽车市场竞争尤为关键的一年，也是淘汰窗口收窄，场内选手加速出局的一年。","content":"<html><body><p>造车新势力格局正在发生变化。</p><p>2月初，车企接连交出了今年的首份战报。尽管1月期间有春节放假因素，但从各家的交付表现来看，多家车企交付出现同比倍增的情况。</p><p><img src=\"https://x0.ifengimg.com/res/2025/36464C846372E56719A762FD015C1A82D287E6A7_size32_w1000_h508.jpg\"/></p><p>在一众新能源汽车品牌中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>成为了最大的黑马。1 月，小鹏交付量达到 30,350 辆，同比增长 268%，这是小鹏汽车连续第三个月的月度交付量超过 3 万。</p><p>新车 MONA M03 和小鹏 P7 + 功不可没，小鹏 MONA M03 的交付量超过 1.5 万辆，小鹏P7+交付也接近10000辆，上市2个月已累计交付超2万辆。</p><p>可见，小鹏在经历了内部体系变革之后，一系列的渠道改革和产品打法已经出现明显效果。但小鹏目前的主销产品售价整体偏低，在产品走量之后能否带来可观的利润表现还将保持观察。</p><p>小鹏的快速崛起夺走了理想的新势力销冠位置。<a href=\"https://laohu8.com/S/LI\">理想汽车</a> 1 月仅交付 29927 辆，同比减少 4.1%，环比下降 48.9% ，环比减少主要因为理想在去年 12 月推出了促销政策，提前透支了部分销量。</p><p>同样呈现环比下降的车企还有零跑和问界。<a href=\"https://laohu8.com/S/09863\">零跑汽车</a> 1 月交付 25170 辆，问界汽车 1 月销量跌至 21900 辆，创下 14 个月以来的新低，其中问界 M5 销量显著下降，导致整体交付量大幅减少。</p><p>小米、深蓝等车企同样实现交付超 2 万，深蓝交付 24575 辆，小米并未公布具体数额，但外界预计小米交付可能达到 22000 辆。</p><p><a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、埃安等车企 1 月交付量都在两万大关之外，分别为 11942 辆、13863 辆、14393 辆。</p><p>值得注意的是，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>主品牌交付 7951 台，担当走量重任的乐道品牌仅交付了 5912 台，后者在去年 12 月实现销量破万后交付量却出现断崖式下滑，销售增长态势难以维持稳态。</p><p>不仅如此，乐道汽车在春节前经历了员工购车政策的舆论风波，这一事件损害了品牌声誉。乐道汽车总裁艾铁成此前立下的 2025 年 3 月破 2 万辆目标，如今来看，乐道距离这一目标越来越远。</p><p>蔚来正在挽救销量增长疲态。2月1日，蔚来宣布推出5年0息的限时金融优惠政策，以响应国家积极扩大新能源汽车消费的号召。2月1日至2月28日，客户支付定金购买蔚来汽车，可享5年0息金融方案，首付仅需20%，手续费全免。</p><p>另外，埃安交付的大幅跌落已经映射出其在消费市场的增长困境，新车埃安 RT 的竞争力难抵小鹏 MONA M03，此前网约车市场的增量给埃安带来了生存和发展空间，但随着 B 端市场空间受限，广汽埃安亟需一款具备竞争力的爆款车型来支撑销量。</p><p>传统车企方面，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>依旧居于榜首，1 月销售新车 30 万辆，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a> 1 月销量突破 266,737 辆，创单月销量历史新高；奇瑞集团整体销售汽车 224,323 辆。截至发稿，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>等暂未公布总体销量。</p><p>1月的车市竞争已经告一段落，但受春节假期、去年年底冲量等多方面因素影响，各家车企竞争节奏并不统一，难以作为全年趋势的判断标准和维度，毕竟，车企手上还有很多牌没出。</p><p>多家车企将在今年冲刺更高目标。蔚来李斌表示，2025年全年交付量将同比增长一倍，达到44万辆左右，由三大品牌合力完成；小鹏汽车2025年全年交付量将达到 35 万辆；理想全年销量目标突破 80 万辆。</p><p>小鹏汽车的增长除了主要来自于 Mona M03 和 P7+ ，其将在 2025年推出的至少四款新产品——首款增程车、一款大型SUV，计划于第四季度推出。此外，小鹏汽车还将升级现有产品包括G6和G9。</p><p>理想汽车则准备在2025年中期推出大型纯电动SUV，售价区间为20万至25万元人民币，填补其产品线在20万元以下市场的空白。此外，理想汽车还可能在下半年推出一款超大型SUV。</p><p>其他新势力品牌同样给出了乐观的增长目标，<a href=\"https://laohu8.com/S/601127\">赛力斯</a>说要在未来三年内成为年销达百万量级的品牌。小米则准备在今年卖掉30万辆车，据悉，小米将推出SUV 车型 YU7，且小米二期工厂将于今年 6 月完工。</p><p>传统车企也在不断丰富产品矩阵。比亚迪 2025 年计划推出 10 余款新车和改款车型，吉利银河计划推出 5 款全新新能源汽车产品。长安汽车计划推出阿维塔 06、深蓝 S09、长安启源 C789 等 13 款新能源汽车产品，岚图汽车 2025 年将有四款以上全新或改款车上市 。</p><p>2025是新能源汽车市场竞争尤为关键的一年，也是淘汰窗口收窄，场内选手加速出局的一年。</p><p>新能源汽车市场已经渗透率过半，很难再继续维持往日那样动辄超过50%的高增速。新能源汽车离真正的断奶也不远了。</p><p>中汽协专务副秘书长许之前接受媒体采访时海东表示，2026年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车免交购置税的政策将会调整为减半征收，因此2025年可能底还会对新能源汽车的消费带来一波提振。</p><p>到了2026年时，无论是外部趋势还是行业格局，翻盘或者幸存的概率都会变低。2025年是大部分车企最后的机会。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新势力销冠的位置，易主了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新势力销冠的位置，易主了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-04 15:23 北京时间 <a href=https://tech.ifeng.com/c/8ghVyhILJYg><strong>虎嗅网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>造车新势力格局正在发生变化。2月初，车企接连交出了今年的首份战报。尽管1月期间有春节放假因素，但从各家的交付表现来看，多家车企交付出现同比倍增的情况。在一众新能源汽车品牌中，小鹏汽车成为了最大的黑马。1 月，小鹏交付量达到 30,350 辆，同比增长 268%，这是小鹏汽车连续第三个月的月度交付量超过 3 万。新车 MONA M03 和小鹏 P7 + 功不可没，小鹏 MONA M03 的交付量超过...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ghVyhILJYg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","09866":"蔚来-SW","09868":"小鹏汽车-W","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LI":"理想汽车","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1575":"同股不同权","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1607":"新IT概念","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0823426308.USD":"法巴中国股票基金","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG 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EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC"},"source_url":"https://tech.ifeng.com/c/8ghVyhILJYg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508737433","content_text":"造车新势力格局正在发生变化。2月初，车企接连交出了今年的首份战报。尽管1月期间有春节放假因素，但从各家的交付表现来看，多家车企交付出现同比倍增的情况。在一众新能源汽车品牌中，小鹏汽车成为了最大的黑马。1 月，小鹏交付量达到 30,350 辆，同比增长 268%，这是小鹏汽车连续第三个月的月度交付量超过 3 万。新车 MONA M03 和小鹏 P7 + 功不可没，小鹏 MONA M03 的交付量超过 1.5 万辆，小鹏P7+交付也接近10000辆，上市2个月已累计交付超2万辆。可见，小鹏在经历了内部体系变革之后，一系列的渠道改革和产品打法已经出现明显效果。但小鹏目前的主销产品售价整体偏低，在产品走量之后能否带来可观的利润表现还将保持观察。小鹏的快速崛起夺走了理想的新势力销冠位置。理想汽车 1 月仅交付 29927 辆，同比减少 4.1%，环比下降 48.9% ，环比减少主要因为理想在去年 12 月推出了促销政策，提前透支了部分销量。同样呈现环比下降的车企还有零跑和问界。零跑汽车 1 月交付 25170 辆，问界汽车 1 月销量跌至 21900 辆，创下 14 个月以来的新低，其中问界 M5 销量显著下降，导致整体交付量大幅减少。小米、深蓝等车企同样实现交付超 2 万，深蓝交付 24575 辆，小米并未公布具体数额，但外界预计小米交付可能达到 22000 辆。极氪、蔚来、埃安等车企 1 月交付量都在两万大关之外，分别为 11942 辆、13863 辆、14393 辆。值得注意的是，蔚来主品牌交付 7951 台，担当走量重任的乐道品牌仅交付了 5912 台，后者在去年 12 月实现销量破万后交付量却出现断崖式下滑，销售增长态势难以维持稳态。不仅如此，乐道汽车在春节前经历了员工购车政策的舆论风波，这一事件损害了品牌声誉。乐道汽车总裁艾铁成此前立下的 2025 年 3 月破 2 万辆目标，如今来看，乐道距离这一目标越来越远。蔚来正在挽救销量增长疲态。2月1日，蔚来宣布推出5年0息的限时金融优惠政策，以响应国家积极扩大新能源汽车消费的号召。2月1日至2月28日，客户支付定金购买蔚来汽车，可享5年0息金融方案，首付仅需20%，手续费全免。另外，埃安交付的大幅跌落已经映射出其在消费市场的增长困境，新车埃安 RT 的竞争力难抵小鹏 MONA M03，此前网约车市场的增量给埃安带来了生存和发展空间，但随着 B 端市场空间受限，广汽埃安亟需一款具备竞争力的爆款车型来支撑销量。传统车企方面，比亚迪依旧居于榜首，1 月销售新车 30 万辆，吉利汽车 1 月销量突破 266,737 辆，创单月销量历史新高；奇瑞集团整体销售汽车 224,323 辆。截至发稿，长安汽车、上汽集团等暂未公布总体销量。1月的车市竞争已经告一段落，但受春节假期、去年年底冲量等多方面因素影响，各家车企竞争节奏并不统一，难以作为全年趋势的判断标准和维度，毕竟，车企手上还有很多牌没出。多家车企将在今年冲刺更高目标。蔚来李斌表示，2025年全年交付量将同比增长一倍，达到44万辆左右，由三大品牌合力完成；小鹏汽车2025年全年交付量将达到 35 万辆；理想全年销量目标突破 80 万辆。小鹏汽车的增长除了主要来自于 Mona M03 和 P7+ ，其将在 2025年推出的至少四款新产品——首款增程车、一款大型SUV，计划于第四季度推出。此外，小鹏汽车还将升级现有产品包括G6和G9。理想汽车则准备在2025年中期推出大型纯电动SUV，售价区间为20万至25万元人民币，填补其产品线在20万元以下市场的空白。此外，理想汽车还可能在下半年推出一款超大型SUV。其他新势力品牌同样给出了乐观的增长目标，赛力斯说要在未来三年内成为年销达百万量级的品牌。小米则准备在今年卖掉30万辆车，据悉，小米将推出SUV 车型 YU7，且小米二期工厂将于今年 6 月完工。传统车企也在不断丰富产品矩阵。比亚迪 2025 年计划推出 10 余款新车和改款车型，吉利银河计划推出 5 款全新新能源汽车产品。长安汽车计划推出阿维塔 06、深蓝 S09、长安启源 C789 等 13 款新能源汽车产品，岚图汽车 2025 年将有四款以上全新或改款车上市 。2025是新能源汽车市场竞争尤为关键的一年，也是淘汰窗口收窄，场内选手加速出局的一年。新能源汽车市场已经渗透率过半，很难再继续维持往日那样动辄超过50%的高增速。新能源汽车离真正的断奶也不远了。中汽协专务副秘书长许之前接受媒体采访时海东表示，2026年我国新能源汽车免交购置税的政策将会调整为减半征收，因此2025年可能底还会对新能源汽车的消费带来一波提振。到了2026年时，无论是外部趋势还是行业格局，翻盘或者幸存的概率都会变低。2025年是大部分车企最后的机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400307692683480,"gmtCreate":1738757463206,"gmtModify":1738759379411,"author":{"id":"3548035630775276","authorId":"3548035630775276","name":"Steven 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