现在，新势力们的牌面儿又变了

Ofweek光电信息网2025-12-08

2025年倒数第二个月，新势力们的角逐依然异彩纷呈。零跑继续延续着Bug级表现，连续第二个月站上7万辆。更夸张的是，鸿蒙智行破天荒地将单月销量刷到了8万+。小米、小鹏、蔚来也都延续着增长势头。今年以来，多家新势力集体开启了狂飙模式，销量实现了连续11个月同比增长。去年下半年就展现强劲势头的零跑，今年单月销量连续突破5万、6万和7万辆。此前先后掉队的小鹏和蔚来，今年同样相继跨过3万辆和4万辆。今年...

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M03的强大竞争力同样成了推进器。上市以来，小梦MONA M03通常会占到小鹏单月整体销量的40%左右，最高占比一度达到了55%。不难看出，零跑、小鹏和蔚来的增长背后，性价比成了重要推手。而这，也是理想有所欠缺的。当前的中国汽车市场，不仅新品频出，而且价格不断下探。目前，很多中大型SUV的起售价已经下探到20万以下。理想的产品线都维持着较高的售价水平。在一众“半价理想”面前，理想L系列的品牌溢价正在被稀释。理想MEGA、理想i8等纯电产品的性价比也不突出。在不久前的闭门战略会上，理想汽车董事长李想表示，将平台大迭代缩短两年一次，同时回归“单品爆款”逻辑，该卷就卷。此前有报道称，理想汽车的增程车型将于明年迎来“史诗级”大换代，其中理想L9的顶配版将使用73度电池、支持5C超充、配备主动底盘悬架等，内饰也会有大改动。另外，新一代增程器、电机、自研芯片也将全系标配。更关键的是，新车的价格或许和现款理想L9旗舰版保持一致。另外，理想汽车还将重投AI，目前其自研的第一代芯片今年年初已经成功流片并回片，目前正在进行车载测试，预计明年将其部署在旗舰车型上并交付给用户。第二代芯片预计在两年后推出。有分析指出，当前的理想汽车正处于阵痛期，以此判定其发展前景为时尚早。当然，外界也都在看着，理想尽早完成蜕变。（图片来源于网络，侵权删除）","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 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