周报:2026新势力重新排位,央国车企新能源还在追赶,民企分化严重

汽车之家资讯01-11

[汽车之家行业] 本周总结了2025年度各大车企的销量情况，零跑以60万辆首次打破新势力销量记录，新势力头部完成换挡，小鹏、小米位于第二梯队；理想落后，还在调整期。展望2026，多家车企发布2026年销量目标,新一年车市仍将激烈竞争，国内新车上市节奏不断加快，竞争激烈程度难以缓和。新势力方面，雷军宣布2026年小米汽车交付目标55万辆新年直播回应质疑，对于“小字营销”，雷军坦诚承认这是行业陋习。...

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2025总结：新势力重新排位从销量与盈利两个维度看，2025年称得上新势力造车第一次真正意义上的“分层之年”。这一年里，零跑把年销量拉到接近60万辆，鸿蒙智行以“五界”总销量逼近同一量级。与此同时，40万辆成为一条清晰的分界线，一批新势力站上新台阶，也有企业在目标与现实之间被迫修正节奏。如果只看榜单，2025年的变化仅是名次洗牌，但把数据拆到月度与产品结构，则会看到更深层的分化。零跑以60万辆首次打破新势力销量记录，新势力头部完成换挡2025年，新势力阵营第一次出现了接近60万辆级别的单一品牌玩家。据企业公开数据，零跑2025年共交付约59.7万辆，同比增长103%，不仅创下历史新高，也超额完成50万辆的年度目标。12月，其交付超过6万辆，同比增长42%，规模效应开始在月度层面显现。支撑这轮上冲的是一套更贴近主流市场的产品与节奏。60万辆的出现，意味着新势力第一次完成了从“头部玩家”向“规模型车企”的切换。而在这条线之下，竞争正在从单一品牌之间的较量，延伸至平台与体系层面的对照。小鹏位于第二梯队：40万辆60万辆代表第一梯队，40万辆成为新势力第二梯队的准入门槛。2025年，小鹏全年交付近43万辆，同比增长126%，超额完成38万辆目标。蔚来：第三梯队30万辆，终极问题是何时盈利2025年，蔚来全年交付 32.6万辆，同比增长47%，完成44万辆年度目标的74%。在头部新势力中，这一体量并不算低，但与多品牌并行、组织结构持续扩张的运行模式相比，30万辆级别的规模仍显吃紧。理想汽车则处在一个明显的调整周期2025年，理想全年交付40.6万辆，仅完成下调后65万辆目标的 64%。其中，12月交付44246辆，同比下滑24%，但环比增长33%，出现回升迹象。电动车产品线的阶段性失利对理想形成实质性拖累。后续i6的快速接棒，以及L系列销量反弹，成为其止跌的重要支点。传统央国车集团“创二代新能源”，成功的不多在央企阵营中，东风与长安是“创二代”布局最完整的两家。2025年长安旗下启源、深蓝和阿维塔三大“创二代”合计销量约86.4万辆；同期，东风旗下奕派科技、岚图和猛士合计约43.6万辆。东风体系内，奕派科技是“创二代”中的主要承载者，2025年全年销量约27.6万辆，同比增长28.3%。民营车企的新品牌表现同样呈现出明显分化：吉利偏慢、比亚迪激进、智己在追赶2025年，吉利旗下极氪全年销量约22.4万辆，较上一年仅实现小幅增长，全年仅完成32万辆目标的七成左右。比亚迪旗下的方程豹在2025年实现了更为激进的放量。全年累计销量约23.5万辆，同比增长316%。不过，其增长并非来自高端车型，而是钛3(参数|询价)、钛7等价格带下探产品迅速放大用户基础。广汽在整合昊铂与埃安后，以昊铂埃安BU的形式披露数据，2025年12月销量已站上4万辆，但增长仍主要由埃安支撑。北汽旗下极狐在回归主流价格带后，2025年全年销量突破16万辆，逐步走出调整期。上汽旗下智己仍处在追赶阶段。2025年累计销量约8.1万辆，虽刷新品牌纪录，并在年末首次实现全成本口径盈利，但仅完成目标销量的八成，目前的销量规模仍不足以支撑其长期稳定运行。短评：整体来看，2025年的传统集团“创二代”竞争，已经从“有没有新品牌”，转向“能否跑出稳定模式”。无论是央企还是民营阵营，真正完成这一跃迁的，仍然只是少数。回顾2025，无论造车新势力还是“创二代”，谁已跑出规模，谁仍在为规模付出代价，谁在被增长结构反噬，轮廓正变得清晰。更重要的是，随着“反内卷”政策落地，现金流与盈利能力重新被摆到台前，新势力的竞争逻辑正从“谁卖得多”，转向“谁能高质量持续交付”。","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":1,"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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