10月首周销量榜：问界再超小米重夺亚军，特斯拉暴跌超七成

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受国庆假期及9月末车企冲量的双重影响，10月首周国内汽车终端市场呈现大幅下降态势。据统计，10月首周（9.29-10.5）国内乘用车总销量为46.9万辆，环比大降28%。细分市场中，新能源车表现更为承压。同期新能源车销量达23.5万辆，环比降幅高达 37%，不过渗透率仍保持在50%的水平。从品牌表现来看，新能源品牌TOP20榜单内所有品牌的周销量均出现明显环比下滑，其中特斯拉、埃安、极狐、比亚迪、...

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34.6%，虽较上月高点回落，但旗下星愿车型仍维持稳定贡献，新上市的银河M9后续潜力值得关注。五菱以1.67万辆居第三，28.9%的环比降幅相对可控，旗下宏光MINIEV周销量仍保持在上万辆，展现出亲民市场的抗风险韧性。而特斯拉则遭遇 “断崖式” 下跌，销量从上周的1.93万辆骤降至0.5万辆，环比暴跌74.1%，排名跌至第九位，除假期因素外，国产竞品冲击、价格策略调整引发的观望情绪以及其每月季度初的重心在欧洲等成为重要影响因素。#02新势力阵营：零跑保冠，问界重返亚军新势力阵营虽普遍下滑，但头部排位出现微妙变动。零跑以0.99万辆的销量卫冕新势力周榜十一连冠，尽管环比下降近40%，但其全栈自研带来的高性价比优势仍支撑其保持领先。值得关注的是，问界凭借0.76万辆的销量再次超越小米，重返新势力亚军位置，这一表现得益于新款M7、M8 车型的前期热销积淀，其中国庆假期问界M7订单量达1.56万辆，成为销量主力；问界M8订单量达8934辆。两款车型的产能释放将为问界的后续增长注入动力。小米与小鹏分别以0.74万辆、0.65万辆位列新势力第三、四位，环比降幅均超30%，小米仍维持相对稳定的规模，产能爬坡效应有待进一步释放，小鹏则需新车型补位以丰富产品布局。理想以0.57万辆居第五，环比下降 33.7%，L6车型稳固了基本盘，已上市的理想i6 被业内视为销量 “强心剂”，有望在产能释放后拉动品牌回升。博主孙少军日前爆料，理想国庆订单突破2.3万辆，理想i6表现强劲。而9月实现翻倍增长的蔚来，10月首周未进入新能源品牌榜前20，前期增长动力未能在假期市场持续。但随着新款蔚来ES8的大规模交付，蔚来有望冲击新势力榜前五。#03第三梯队抗风险能力分化，少数展现韧性榜单中腰部及尾部品牌表现分化明显，抗风险能力差异凸显。埃安、极狐成为降幅最大的品牌之一，分别以45.2%、43.4%的环比跌幅位居前列。相比之下，乐道、极氪表现相对稳健，分别以13.2%、14.7%的环比降幅成为榜单中跌幅最小的两个品牌，展现出一定的市场韧性。此外，新入榜的长安启源以0.3万辆销量位列第十八，虽9月最后一周的数据暂时没有，但为市场增添了新的竞争变量。总体来看，10月首周新能源市场的下滑属短期调整，随着长假结束，终端门店客流与购车需求将逐步回归常态，市场热度有望稳步回升。后续市场竞争的激烈程度将进一步升级：一方面，小米 YU7、理想 i6、新款问界 M7/M8 等多款重点车型正持续释放产能，这些此前已验证市场认可度的产品，将凭借稳定的交付能力进一步抢占市场份额；另一方面，特斯拉低价版Model 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