中国新能源车的困境：谁都想活着，但谁都活不好

Ofweek光电信息网12-08 16:20

按照机构的数据，整个2025年，国内新能源汽车的渗透率，都超过了50%。也就是说每卖出2台车中，就必有一台是新能源汽车。而从总销量来看，2025年1-10月，中国新能源汽车销量为1294.3万辆，同比增长约33%，在当前的形势之下，明显增长还是相当厉害的。不过，虽然看起来渗透率也高了，销量也增长了，但是中国新能源汽车，也陷入了一个非常大的困境，那就是：谁都想活着，但谁都活不好。为什么这么说，这...

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well","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"399417":1.71,"515030":1.67,"601127":1.64,"09927":0.9,"01810":0.9,"HXXD.SI":0.6,"MIUmain":0.6},"content_text":"按照机构的数据，整个2025年，国内新能源汽车的渗透率，都超过了50%。也就是说每卖出2台车中，就必有一台是新能源汽车。而从总销量来看，2025年1-10月，中国新能源汽车销量为1294.3万辆，同比增长约33%，在当前的形势之下，明显增长还是相当厉害的。不过，虽然看起来渗透率也高了，销量也增长了，但是中国新能源汽车，也陷入了一个非常大的困境，那就是：谁都想活着，但谁都活不好。为什么这么说，这是因为整个行业的利润率都在下滑，之前赚钱的车企中，大部分的车企，利润都下降了，利润率自然也下降了。至于没赚钱的车企，也有非常多，并且说不定未来很长一段时间，都依然赚不到钱。且随着接下来整个汽车市场销量见顶，竞争可能会更激烈，到时候大家还要打价格战，而在价格战之下，大家的利润还会下滑，到时候活的就更难了。为什么会这样，我觉得关键原因还是品牌太多了，目前国内的新能源汽车品牌，不说几百家，几十家还是有的吧。品牌这么多，导致大家的销量都不是太高，特别是一些新势力，月销能达到5万的，都没有几家，于是大家纷纷你打我，我打你，仗打的似乎是很爽，但问题是打来打去，谁都没赚到钱。上一个数据，这是2025前三季度，14大上市车企的业绩情况，可以看到总营收高达2.07万亿元，增长很猛，但是利润只有364亿元，整体净利润率只有1.76%，创下新低。这14家车企中，一半在亏钱，一半盈利，就算赚钱的，赚的钱也不多，很多营收增长，但增利润下滑，增收不增利。且这个情况，预计到明年会更严重，所以我才说，看起来谁都还活着，但活的都不好，因为没赚到钱，日子还越来越难过。那么怎么来改变这种现状呢，我觉得最终还是要倒掉一批车企，让大家不再这么内卷才行。同时车企一定要有自己的拿手的核心科技，而不是做出来的车和友商也差不多，那么就只能打价格战，谁便宜买谁的，那就谁都赚不到钱。比如问界M9,有着自己的独特魅力，卖的贵，但卖的多，因此赛力斯的利润率也高，它就是大家能活的不错的样本。还有小米，卖的多，毛利率也不错，也是大家学习的榜样，如果大家没什么核心技术，只能打价格战的话，肯定活的不如意。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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 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