新势力销冠的位置，易主了

虎嗅网2025-02-04

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...

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梓坚
2025-02-06
梓坚
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Steven S
2025-02-05
Steven S
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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 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