2025年9月车企销量盘点及三季度数据分析

芝能汽车2025-10-02

芝能汽车出品国庆第一天大部分车企已经披露自己的销量信息，因为这个批售数据是包含出口的，所以也不能完全对应国内的销量关系。汇总已经披露的如下所示，基本涵盖了大部分的车企和集团。新势力车企的月度销量我们可以能看到分为3万、4万和6万一档，如果按照Q3的季度来看：◎零跑 Q1到Q3连续大幅增长，累计销量39.5万辆，Q3单季交付17.4万辆，按照这个趋势Q4能破20万台◎理想 Q3销量9.32万辆，环比...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2572593566?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-02 11:36","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2572593566","market":"us","top_or_hot":-1,"title":"2025年9月车企销量盘点及三季度数据分析","media":"芝能汽车","content":"<div>\n<p>芝能汽车出品国庆第一天大部分车企已经披露自己的销量信息，因为这个批售数据是包含出口的，所以也不能完全对应国内的销量关系。汇总已经披露的如下所示，基本涵盖了大部分的车企和集团。新势力车企的月度销量我们可以能看到分为3万、4万和6万一档，如果按照Q3的季度来看：◎零跑 Q1到Q3连续大幅增长，累计销量39.5万辆，Q3单季交付17.4万辆，按照这个趋势Q4能破20万台◎理想 Q3销量9.32万辆，环比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251002114637a6aaa72c&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>2025年9月车企销量盘点及三季度数据分析</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\n2025年9月车企销量盘点及三季度数据分析\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-02 11:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251002114637a6aaa72c&s=b><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芝能汽车出品国庆第一天大部分车企已经披露自己的销量信息，因为这个批售数据是包含出口的，所以也不能完全对应国内的销量关系。汇总已经披露的如下所示，基本涵盖了大部分的车企和集团。新势力车企的月度销量我们可以能看到分为3万、4万和6万一档，如果按照Q3的季度来看：◎零跑 Q1到Q3连续大幅增长，累计销量39.5万辆，Q3单季交付17.4万辆，按照这个趋势Q4能破20万台◎理想 Q3销量9.32万辆，环比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251002114637a6aaa72c&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":"BK4526","symbol_name":"热门中概股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251002114637a6aaa72c&s=b","article_id":"2572593566","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251002114637a6aaa72c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2572593566","pubTimestamp":1759376169,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"◎比亚迪以39.63万辆的成绩居榜首，2025年累计销量突破326万辆，其中出口超过70万辆，国内市场销量达到255万辆◎吉利9月销量27.31万辆，累计销量达到217万辆，其中30万辆来自海外市场，国内销量则187万辆◎长城汽车9月销量13.36万辆，累计交付92.34万辆，出口贡献超过33万辆，国内市场近59万辆◎奇瑞的9月数据还没有披露。预计国内的终端数据，突破200万，最近这段时间车企在努力扩大订单池。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80175":"吉利汽车-R","81810":"小米集团-WR","82333":"长城汽车-R","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4534":"瑞士信贷持仓","02015":"理想汽车-W","BK4555":"新能源车","02333":"长城汽车","02944":"比亚迪股份-五百","09863":"零跑汽车","BK4505":"高瓴资本持仓","09866":"蔚来-SW","BK4504":"桥水持仓","09868":"小鹏汽车-W","NIO":"蔚来","NIO.SI":"蔚来","BK4588":"碎股","00175":"吉利汽车","BK4548":"巴美列捷福持仓","01810":"小米集团-W","LI":"理想汽车","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","XPEV":"小鹏汽车","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","01211":"比亚迪股份","BK4531":"中概回港概念","BK4099":"汽车制造商"},"translate_title":"Sales inventory of car companies in September 2025 and data analysis in the third quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.9,"81810":0.9,"82333":0.9,"09863":0.9,"LI":0.9,"XPEV":0.9,"01211":0.9,"02333":0.9,"09866":0.6,"09868":0.9,"00175":0.9,"02015":0.9,"NIO":0.68,"EVS.SI":0.6,"02944":0.9,"NIO.SI":0.6,"01810":0.9},"content_text":"芝能汽车出品国庆第一天大部分车企已经披露自己的销量信息，因为这个批售数据是包含出口的，所以也不能完全对应国内的销量关系。汇总已经披露的如下所示，基本涵盖了大部分的车企和集团。新势力车企的月度销量我们可以能看到分为3万、4万和6万一档，如果按照Q3的季度来看：◎零跑 Q1到Q3连续大幅增长，累计销量39.5万辆，Q3单季交付17.4万辆，按照这个趋势Q4能破20万台◎理想 Q3销量9.32万辆，环比Q2下滑16%， 接下来要看i6的表现◎小鹏汽车从Q1的9.4万辆提升到Q3的11.6万辆，累计销量31.3万辆，稳定性强◎小米汽车Q3首次突破10万辆，环比大涨23%◎蔚来Q1最低只有4.2万辆，但Q3已经做到8.7万辆，环比增长21%，L90+ES8两台车的销量对均价的影响拉动很明显◎鸿蒙智行公布最新销量数据，9月全系共交付新车52916台，Q3为14.5万台主要的车企，大家比较关注的趋势如下大部分豪华品牌（定价20万以上的）都卡在了1-2万台，这个销量瓶颈比较难突破。◎比亚迪以39.63万辆的成绩居榜首，2025年累计销量突破326万辆，其中出口超过70万辆，国内市场销量达到255万辆◎吉利9月销量27.31万辆，累计销量达到217万辆，其中30万辆来自海外市场，国内销量则187万辆◎长城汽车9月销量13.36万辆，累计交付92.34万辆，出口贡献超过33万辆，国内市场近59万辆◎奇瑞的9月数据还没有披露。小结总体来看9月的数据比较活跃，都在拼命卖车。预计国内的终端数据，突破200万，最近这段时间车企在努力扩大订单池。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2572593566","isCrawlerRequest":true}