Mier_Ma
01-02
鸿蒙杂牌汇把什么赛力斯 江淮等等公司的数据都拿过来了吧,真**啊
霸榜热搜!大爆发 来了
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class=\"title\">\n霸榜热搜!大爆发 来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-02 09:04 北京时间 <a href=http://finance.eastmoney.com/a/202601023607530423.html><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【导读】多家车企冲上微博科技热搜,超额完成年度目标成关键词 2026年1月1日,微博科技热搜一度被车企霸榜,主要与车企交付量(销量)有关。 车企月度竞争仍是“你追我赶”的态势。2025年12月,蔚来、小米等车企的交付量(销量)均创新高,而在此前多个月份是零跑等车企遥遥领先。 多家车企人士向记者表示,基于年底车企冲刺销量的需求,以及2026年新能源汽车购置税减半等政策变化,大部分车企在2025...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601023607530423.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","81810":"小米集团-WR","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","NIO":"蔚来","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1580":"烟草概念","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) 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多家车企人士向记者表示,基于年底车企冲刺销量的需求,以及2026年新能源汽车购置税减半等政策变化,大部分车企在2025年12月的销量会比较高。 对比全年交付量(销量),更能凸显汽车市场竞争的激烈。比亚迪、理想作为2024年的“大赢家”,2025年的增长势头落后于吉利汽车、零跑、小米等车企。 多家车企掌门人在受访时表示,汽车行业就像是一场没有尽头的马拉松,一时的领先很正常,困难的是持续能赢,或者退一步后要一直能在“牌桌”上。谁是2025年“大赢家”?小米、NIO\" target=\"_blank\" web=\"1\">蔚来表现惊艳 2026年1月1日,蔚来、小米均登上微博科技热搜,主要是两家车企的交付量突出。 具体来看,蔚来2025年12月的交付量达4.81万辆,同比增长54.60%,再创单月交付量新高;2025年第四季度的交付量达12.48万辆,同比增长71.70%。来源:蔚来 此前,蔚来给出2025年第四季度的交付指引是12万辆至12.50万辆。即蔚来2025年第四季度的实际交付量,逼近2025年第四季度交付指引的上限。 小米的月度交付量首次迈过5万辆大关,2025年12月的交付量超5万辆。对比2025年全年,月度交付量超5万辆的造车新势力,此前仅有零跑。 回顾2025年全年的交付情况,小米提前完成35万辆的2025年全年交付目标,又给出2025年全年交付40万辆的新交付目标。 乘联会数据显示,2025年前11个月,小米的交付量达36.16万辆。加上小米2025年12月超5万辆的交付量,2025年全年的交付量将超41万辆。 超额完成2025年全年交付目标的造车新势力,还有小鹏汽车。数据显示,小鹏汽车2025年全年的交付量达42.94万辆,同比增长126.02%。 虽然小鹏汽车未明确给出2025年全年交付目标,但是小鹏汽车董事长兼CEO何小鹏此前表示:“2025年,我们有信心实现交付量同比翻一番。” 小鹏汽车2024年全年的交付量为19万辆。以此估算,小鹏汽车2025年全年的交付目标是38万辆。 吉利汽车是传统车企中的“大赢家”,2025年全年的销量达302.46万辆,同比增长39%,超额完成2025年全年300万辆的销量目标。 吉利汽车执行董事桂生悦近日表示,吉利汽车在两年前提出的新能源转型战略,已经开始全面落地见效,特别是吉利银河的表现,验证了稳健战略的有效性。 2025年全年,吉利汽车的新能源汽车销量达168.78万辆,同比增长90%;其中吉利银河的销量达124万辆,超额完成“百万银河”的销量目标。2025年谁被赶超?比亚迪国内月度销量跌幅扩大 比亚迪、理想均是2024年的“大赢家”,分别拿下新能源汽车销冠、造车新势力销冠,但是在2025年未能持续惊艳市场。 产销快报显示,比亚迪2025年12月的销量达42.04万辆,同比下降18.34%,环比下降12.45%。 这意味着,比亚迪在2025年第四季度,连续三次未能突破月销50万辆的关口。2025年10月、11月,比亚迪的销量分别为44.17万辆、48.02万辆。 对比2024年全年,比亚迪自10月开始,连续三个月的月度销量均超50万辆,并且呈现持续上升态势。 比亚迪的销量主要来自国内和海外,其中海外销量持续创新高,2025年10月、11月、12月分别为8.39万辆、13.19万辆、13.32万辆。 也就是说,比亚迪月度销量不佳,主要是国内销量受挫所致。以2025年12月为例,比亚迪国内销量为28.72万辆,同比下降37.24%,环比下降17.52%。 比亚迪的国内月度销量,同比降幅持续加大。2025年10月、11月,比亚迪的国内月度销量同比分别下降24.11%、26.81%。 比亚迪正在被其他对手紧追。2025年全年,比亚迪的销量达460.24万辆,同比增长7.73%。目前,上汽集团未披露2025年全年销量,但2025年前11月的销量为410.81万辆。 比亚迪董事长王传福近日表示,2025年比亚迪国内市场销量下滑,核心原因包括技术领先的惊艳度下降,以及技术成果的差异化优势正在被行业的同质化竞争稀释。 视角转向理想,其2025年12月的交付量达4.42万辆,同比下降24.38%;2025年全年的交付量达40.63万辆,同比下降18.82%。 在造车新势力中,理想2024年全年交付量排名第一,但2025年全年交付量排名第四,落后于零跑、小鹏、小米。 部分车企人士分析称,理想此前受益于增程技术快速发展,但新能源汽车市场转向纯电技术后,理想向纯电技术路线转型的成效尚未显现。 理想自2025年下半年开始进行内部变革。理想董事长兼CEO李想表示,2026年,公司会继续以创业公司的管理模式,集中精力和资源做真正的价值创造,让汽车成为更懂用户需求、自动和主动为用户提供服务的智能伙伴。迎战2026年部分车企给出全年目标 目前,仅有吉利汽车、奇瑞集团等车企,给出了2026年全年销量目标。而在2025年初,车企集体喊出了2025年全年的销量目标。 以吉利汽车为例,其2026年全年的销量目标为345万辆,同比增长约14%;其中新能源汽车的销量目标为222万辆,同比增长约32%。 吉利汽车方面透露,公司将在“一个吉利”的战略协同下,开启新一轮高质量发展的征程,计划2026年推出约10款全新车型。 除了通过推出新车型提振销量,吉利汽车试图展现“双轮驱动”的优势。 桂生悦近日表示,吉利汽车坚持多动力形式布局,当前燃油车占比为40%左右,新能源政策退坡对燃油车构成利好。 自2026年1月1日起,中国新能源汽车的购置税开启减半征收模式,成为业内各方的热议话题。部分车企人士担心,新能源汽车将受到燃油车的猛烈反攻。 部分车企高管认为,从汽车市场发展的终局来看,新能源汽车是大势所趋,但短期承压在所难免,车企需要寻求更多方式来适应新常态。 蔚来试图展现其车电分离的换电车型优势。蔚来方面称,用户采取BaaS(电池即服务)电池租用方案购买蔚来旗下车型,可享受额外的购置税减免,依据产品价格,分别可节省1770元至9558元不等。 奔向海外是车企寻求增量的共同出路。2025年12月,比亚迪、奇瑞集团、吉利汽车等车企的海外销量均创新高,其中奇瑞集团的销量达14.44万辆,同比增长46.80%。 造车新势力方面,小鹏、理想在加大力度驶向海外市场。李想表示,2025年12月,理想L9、理想L7和理想L6三款主力车型,同步登陆埃及、哈萨克斯坦和阿塞拜疆市场,品牌开启横跨中亚、高加索地区及非洲的核心市场布局。(文章来源:中国基金报)","news_type":1,"symbols_score_info":{"80175":0.6,"81211":0.6,"81810":0.6,"HXXD.SI":0.6,"NIO":1.91,"XIACY":0.6,"XPEV":1.85,"09866":1.91,"01810":0.83,"09868":1.85,"002594":1.92,"NIO.SI":1.91,"BYDDY":1.92,"EVS.SI":0.6,"HYDD.SI":0.6,"MIUmain":0.6,"GELYY":1.89}},"isVote":1,"tweetType":1,"viewCount":939,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09927","601127"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":59,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/517363090998464"}
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