中汽协：11月中国品牌乘用车销量同比增长5.8%；宁德时代骐骥换电网络里程最长干线贯通 | 汽车早参

每日经济新闻2025-12-25

| 2025年12月25日星期四 |　　NO.1 岚图卢放：许多企业追求短期利益，往往选择抄袭和模仿　　12月24日，岚图汽车董事长卢放在社交平台发文指出，“内卷”现象表面上看是企业之间的激烈竞争，实则反映出行业内同质化严重、创新不足的根本问题。许多企业追求短期利益，往往选择抄袭和模仿，而非基于用户需求进行原始的创新。这种低水平的竞争使得产品在价格、参数等方面相互攀比，最终导致市场上充斥着大量“伪...

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岚图卢放：许多企业追求短期利益，往往选择抄袭和模仿　　12月24日，岚图汽车董事长卢放在社交平台发文指出，“内卷”现象表面上看是企业之间的激烈竞争，实则反映出行业内同质化严重、创新不足的根本问题。许多企业追求短期利益，往往选择抄袭和模仿，而非基于用户需求进行原始的创新。这种低水平的竞争使得产品在价格、参数等方面相互攀比，最终导致市场上充斥着大量“伪创新”，无法真正满足用户需求。他认为，摆脱“内卷”路径需要“回归用户原点、回归创新原点，回归经营原点”。　　点评：卢放的发言揭示了当前汽车行业的核心困境——同质化和创新不足。这不仅影响到企业的长期发展和盈利能力，也将对整个汽车板块的投资情绪产生深远影响。在竞争日益激烈的环境中，企业如不转变思路，优先关注用户需求与原创设计，可能会被市场所抛弃。行业必须打破“内卷”循环，否则整体市场可能面临创新乏力的风险。　　NO.2 中汽协：11月中国品牌乘用车销量同比增长5.8%　　12月24日，公众号“中汽协会数据”发文称，据中国汽车工业协会统计分析，2025年11月，中国品牌乘用车共销售216.9万辆，环比增长1%，同比增长5.8%，占乘用车销售总量的71.4%，销量占有率比去年同期提升3.1个百分点。　　2025年1至11月，中国品牌乘用车共销售1897.8万辆，同比增长19.4%，占乘用车销售总量的69.6%，销量占有率比去年同期提升4.6个百分点。　　点评：11月，中国品牌乘用车的销售表现出色，销售量和市场占有率均显著提升。这一增长趋势不仅展示了国内品牌在竞争激烈的市场中逐渐增强的影响力，也为整个汽车行业注入了信心。随着消费者对国产品牌的认同度提升，股市的消费板块也可能迎来新的投资机会。　　NO.3 乘联分会：12月1至21日，全国乘用车新能源市场零售同比增长1%　　12月24日，乘联分会公众号发布周度分析文章称，12月1至21日，全国乘用车新能源市场零售78.8万辆，同比增长1%，较上月同期增长3%，全国乘用车市场新能源零售渗透率60.6%；今年以来累计零售1226万辆，同比增长18%。同期，全国乘用车市场零售130.0万辆，同比下降19%，较上月同期增长5%；今年以来累计零售2278.3万辆，同比增长4%。　　点评：12月新能源车零售逆势微增，渗透率站稳60%，全年已破1226万辆印证市场基盘稳固。年末收官新能源车虽增速放缓，但全年18%增幅亮眼，已成车市增长的核心引擎。　　NO.4 宁德时代骐骥换电网络里程最长干线贯通　　12月23日，宁德时代骐骥换电沪蓉干线川渝鄂段通车活动在重庆巫山举行，标志着这条连接东西部的物流主干线正式进入电动化、高效运营的新阶段。本次贯通的川渝鄂段，单向全长1250公里，是骐骥换电网络中迄今里程最长的干线。活动现场，中国重汽与巴蜀物流签署了千台底盘换电重卡战略协议并完成首批交付。　　点评：宁德时代骐骥换电沪蓉干线川渝鄂段通车，打通了东西物流电动化动脉。随着监管政策的推进和环保意识的增强，电动物流行业或将迎来新的机遇，对整体市场信心也将起到提振作用。（文章来源：每日经济新闻）","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":"dataReport","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; 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