国内车企相继交出2025年“成绩单”，超过一半品牌未完成全年目标 | 大鱼财经_老虎社区_美港股上老虎

国内车企相继交出2025年“成绩单”，超过一半品牌未完成全年目标 | 大鱼财经

新黄河01-04

元旦假期，国内各大车企陆续披露2025年销量成绩单。记者梳理13家主流品牌销售数据发现，有7家品牌未能完成全年目标，超过总数的一半。从行业整体发展格局来看，过去一年中，传统车企加速新能源转型进程，新势力车企则在激烈竞争中经历着残酷的洗牌，销量座次频繁发生改变。传导到市场端，合资品牌市场份额下降，国外豪华车品牌纷纷降价。车企间的合作进一步加剧，诸如一汽37.44亿元投资零跑、大众与小鹏汽车合力打造...

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Finance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"601633":1.85,"XPEV":1.87,"02015":1.86,"GELYY":1.88,"GWLLY":1.85,"HYDD.SI":0.6,"00285":0.87,"01211":1.93,"02333":1.85,"01810":0.9,"NIO":1.84,"LI":1.86,"09866":1.84,"002594":1.93,"NIO.SI":1.84,"00175":1.88,"09863":0.9,"BYDDY":1.93,"09868":1.87},"content_text":"元旦假期，国内各大车企陆续披露2025年销量成绩单。记者梳理13家主流品牌销售数据发现，有7家品牌未能完成全年目标，超过总数的一半。从行业整体发展格局来看，过去一年中，传统车企加速新能源转型进程，新势力车企则在激烈竞争中经历着残酷的洗牌，销量座次频繁发生改变。传导到市场端，合资品牌市场份额下降，国外豪华车品牌纷纷降价。车企间的合作进一步加剧，诸如一汽37.44亿元投资零跑、大众与小鹏汽车合力打造超快充网络等。有观察人士预测，2026年车企间的竞争将进一步白热化，产业格局有望迎来变革。图据“广州国际汽车展”新势力分化严重，零跑小米小鹏脱颖而出在新势力车企阵营中，各品牌的销量完成情况呈现出显著的分化特征。仅有零跑、小米、小鹏三家成功完成了年度销量目标，成为新势力中的佼佼者。2025年，零跑汽车“一黑到底”，全年保持着强劲的增长势头，以59.66万辆的交付成绩一举刷新新势力年销量纪录，荣膺新势力销冠宝座，年目标达成率超过119.3%。小米汽车紧随其后，全年销量目标完成率约为117.14%。作为2025年最具关注度的车企，小米汽车仅依靠SU7和YU7两款车型，在11月就已经提前完成了全年35万辆的销量目标，全年销量轻松突破40万辆。1月3日晚，雷军在直播中定下了今年交付55万台的年度目标。小鹏汽车是另一家完成年度目标的新势力车企，完成率超113%。据披露，小鹏年初的销售目标是38万辆，全年累计交付42.94万辆，同比大幅增长126%。与上述三家超额完成形成鲜明对比的是，多数新势力品牌并未能达成年度目标。理想汽车全年交付40.63万辆，同比下滑18.81%，年初定下的70万辆年销目标，年中调整为64万辆，最终目标完成度63.48%。蔚来汽车全年销售32.6万辆，同比增长46.9%，但仍未达成44万辆的年度目标，目标完成率为74.1%。鸿蒙智行全年累计交付58.91万辆，同比增长32%，虽然历时43个月实现了“百万交付”里程碑，且最近连续三个月创下月度交付历史新高，但距离100万辆的年度目标仍有较大差距，仅完成了58.91%。传统巨头表现各异，比亚迪吉利领跑在传统车企阵营中，比亚迪和吉利汽车“双雄”表现稳定。比亚迪完成率100.1%，以460.24万辆的销量成绩毫无悬念地继续领跑中国汽车市场，同时蝉联全球新能源车市场销量冠军。值得一提的是，其海外市场年销量首次突破100万辆。而且，比亚迪纯电动汽车新车销量为225.67万辆，超越特斯拉登顶全球年度电动汽车销量榜。比亚迪的老对手吉利汽车同样表现出色，全年累计销量达302.46万辆，同比增长39%，超额完成300万辆的年度目标，亦创下历史新高。其中，新能源车型累计销量达168.78万辆，同比增长90%，吉利银河品牌全年累计销量为123.58万辆，超额完成“百万银河”销量目标。除了比亚迪和吉利，东风汽车达成新能源汽车和自主乘用车“双百万”销量目标，2025年新能源汽车销量达到104万辆。长安汽车、奇瑞汽车、长城汽车、一汽则未能完成年度销量目标。其中，长安汽车全年销量为291.3万辆，目标完成度97.1%；一汽累计整车销量突破330.2万辆，目标完成度为95.7%；奇瑞集团全年累计销售汽车280.64万辆，距离326万辆的冲刺目标仍存在较大缺口，目标完成度86.1%；长城汽车2025年销售汽车132.37万辆，与400万辆的既定目标差距较大，目标完成度仅33.09%。2025年市场格局生变，未来竞争更趋激烈如果说2024年国内汽车市场因“价格战”“油电同价”而备受瞩目，那么2025年的国内汽车市场则可以概括为“智能驾驶”驱动的发展新阶段。年初，比亚迪率先喊出“智驾平权”口号，并逐步把高阶智驾下放至10万元以下级车型，实现全价位车型覆盖。据称，到2025年底，比亚迪已完成天神之眼基础版全域推送。说到智驾最不可能绕开的是鸿蒙智行。有关数据显示，鸿蒙智行全年累计辅助驾驶里程已达43.6亿公里，全年累计避免可能的碰撞次数为165.6万次，且辅助驾驶用户活跃率达98%，这反映出鸿蒙智行车主对其依赖程度已经相当之高。值得一提的是，年底随着官方政策的推进，我国L3级自动驾驶商业化应用更进一步。2025年12月15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适配城市拥堵、高速路段的车型在北京、重庆指定区域开展上路试点。同时，固态电池在技术突破及产业化进程中也取得了诸多成绩。比如宁德时代、奇瑞汽车的能量密度显著提升，奇瑞旗下600Wh/kg的全固态电池模组更是创下行业新高。上汽、比亚迪等的半固态电池也逐步实现规模化上车。回顾2025年国内汽车行业，还发生了很多事情。年末，玛莎拉蒂、宝马等豪华车品牌纷纷大幅降价，以应对市场竞争和库存压力。与此同时，部分传统车品牌经销商承压，改换门庭转而投向其他品牌，市场竞争加剧。2026年国内汽车市场发展如何？汽车行业观察人士东东认为，随着2026年购置税退坡，市场竞争大概率将全面回归产品力、技术实力与品牌价值的比拼。他表示，新能源汽车购置税减半征收政策，虽会对市场产生一定影响，但整体市场仍将保持增长趋势，新能源汽车渗透率有望进一步提升。而对于车企而言，各大品牌在VLA世界模型辅助驾驶中的投入将持续增加，未来市场竞争的重点会聚焦在技术突破、用户体验、成本控制等要素上。而国内汽车行业也将在电动化、智能化的驱动下，上演一场更为激烈的竞争和变革。记者:张博 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