汽车图谱｜7月出海和新能源“挑大梁”，比亚迪居首，零跑月销破10万辆

新京报12:31

7月，车市传统淡季，叠加6月冲量后的需求透支和高温天气“劝退”到店客流，国内乘用车大盘降温。据中国汽车流通协会乘联分会预估，2026年7月狭义乘用车零售约152万辆，环比下降5.1%。　　总量承压，在存量竞争的行业新阶段，结构性变化正在改写自主车企的竞争格局。推动这一变化的力量，集中在三个维度：自主品牌份额的持续提升、产品结构向高端化与新能源化优化，以及出口量的爆发式增长。　　此次统计的6家车企...

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202%，成为统计的国内车企集团中海外销量增幅最大的一家。其中，7月新能源车型出口超6.26万辆，同比增长616%，新能源车型在整体出口销量中的占比已达59%，新能源出海已成为吉利海外增长的核心主力。　　把比亚迪、奇瑞、吉利三家头部自主车企的销量变化放在一起不难看出，销量增长的核心引擎，正从国内市场的存量厮杀，切换为海外市场的增量突围与新能源技术的深度渗透。　　在头部自主车企稳步增长的同时，新势力车企赛道的分化态势正在急剧加剧。头部新势力车企单月销量跨过10万辆门槛，腰部在3万辆阵营混战，叠加尾部阵营的下滑，共同勾勒出一个加速分化的竞争格局。　　具体来看，零跑汽车成为7月新势力车企最大亮点，销量同比增长102%至10.13万辆，成为国内首个达成单月交付超10万辆量级的造车新势力。按照年初规划，零跑2026年全年销量目标为百万辆。数据显示，1-7月零跑累计交付约45.78万辆，下半年的冲量压力依旧不小。　　相较于零跑的跨越式增长，同为新势力车企的小鹏、蔚来、极氪、理想、小米汽车5家7月交付量则均保持在3万辆体量，形成了新势力赛道竞争最胶着、最激烈的腰部混战带。　　而其余新势力品牌已逐渐被头部梯队拉开差距，销量断层愈发明显。从月销近3万辆到不足6000辆，销量差距直观可见，这张榜单越往后翻，越能感受到淘汰赛的残酷。（文章来源：新京报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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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汽车图谱 ｜7月出海和新能源“挑大梁”，比亚迪居首，零跑月销破10万辆

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汽车图谱｜7月出海和新能源“挑大梁”，比亚迪居首，零跑月销破10万辆