月销再破十万辆零跑断层领先，二到七名都挤在三万+

第一财经09-01

9月1日，多家造车新势力相继交出8月成绩单。　　在7月首破10万辆之后，零跑汽车8月再次跨越10万辆大关，将新势力头部标杆牢牢锁定在“六位数”的量级。月销稳定在10万辆级别，意味着零跑的规模已触及汽车集团的量级，在新势力阵营中形成了“断层式”领先。　　然而，真正的“修罗场”在3万辆区间。小鹏、理想、极氪、昊铂埃安BU、蔚来、小米六家车企全部聚集在3万至4万辆的狭窄区间。今年7月和8月两个月份，...

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03势能持续释放，进一步扩大小鹏汽车的用户覆盖。　　理想汽车8月交付37679辆，同比增长32.1%，环比大幅增长23.67%。理想汽车董事长兼CEO李想在理想汽车2026年第二季度财报电话会上表示，目前增程车型和纯电车型的订单占比基本五五开。随着9月新一代理想MEGA、理想i9等新车将陆续上市，理想也将进一步完善纯电产品矩阵。　　极氪8月交付36981辆，再创历史新高，同比增长109.8%，连续7个月实现同环比双增长。目前极氪旗下的产品也均为纯电产品。　　作为坚守纯电路线的代表，蔚来8月交付35836辆，同比增长14.5%，与上月基本持平。　　小米汽车本月官方交付口径仍为“30000+”辆。　　据鸿蒙智行公布的数据，8月交付42101辆，同环比双双下滑。具体来看，上年同期为44579辆，同比下滑约5.6%；环比7月的45046辆也下降了6.5%。赛力斯公布的销量快报显示，赛力斯汽车8月销量仅20652辆，连续两个月掉出3万阵营。　　国央企培育的新势力中，广汽昊铂埃安BU销量36383辆，同环比均有增长；深蓝汽车8月全球销量28659辆，环比微降1.9%；北汽蓝谷披露的数据显示，新能源（含极狐、享界）8月销量17573辆，同比增长67.78%，环比上月大幅下滑23%；岚图汽车8月交付13003辆，与7月基本持平；阿维塔8月交付8082辆，环比微增6%，但同比去年过万的销量仍处于下滑态势。　　截至发稿，奕派科技、智己等品牌尚未公布8月交付数据。　　乘联分会近期预测称，8月国内狭义乘用车零售约158万辆，同比降幅仍大于20%。其中新能源零售量预计104万辆左右，渗透率可达65.8%。乘联分会表示，由于消费预期与基本面无大幅改善，市场仍维持在同比降幅超20%的低平台运行，真正的旺季尚未到来。（文章来源：第一财经）","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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