12月电车成绩单：小米首破5万大关，蔚来、鸿蒙智行交付再创新高，零跑同增超四成_老虎社区_美港股上老虎

12月电车成绩单：小米首破5万大关，蔚来、鸿蒙智行交付再创新高，零跑同增超四成

华尔街见闻01-02

2026年开年伊始，各大车企相继发布2025年12月产销数据，为全年收官定调。在新能源汽车市场的年末冲刺阶段，头部企业普遍刷新单月交付纪录，全年销量格局日趋明朗。比亚迪凭借42万辆的月销表现持续巩固行业领先地位，而造车新势力及跨界入局企业则在最后一月展现出显著的环比增长态势，为全年业绩注入强劲动能。具体来看，比亚迪12月新能源汽车销量达42.04万辆，全年累计销量460.24万辆，同比增长...

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达成年度目标比亚迪2025年12月新能源汽车产量41.98万辆，销量42.04万辆。全年累计产量453.74万辆，同比增长5.42%；累计销量460.24万辆，同比增长7.73%，与年度目标持平。数据显示，2025年比亚迪海外年销量首次突破100万辆，同比增长145%。小米汽车12月交付量突破5万大关小米汽车延续强劲增长态势，12月交付量突破5万辆大关。为进一步提振销售，小米YU7首次推出新年专项金融政策，全系可享“3年0息”分期方案。用户在2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全新政策。同期下订用户还可享48000元限时购车权益。此外还有预约试驾赠送合金车模，邀请好友锁单可获得8000积分等福利。小米方面表示，小米汽车开年全新的金融方案的推出，响应了广大用户希望拥有更优的金融方案的诉求，也大幅降低高品质SUV的拥有门槛和购车成本。蔚来三品牌齐创纪录12月，蔚来公司交付新车48135台，创历史新高，同比增长54.6%。其中蔚来品牌交付31897台，创历史新高，同比增长54.8%，交付量连续五个月增长；乐道品牌交付新车9154台；firefly萤火虫品牌交付新车7084台，创历史新高，环比增长16.4%，交付量连续五个月增长。2025年第四季度，蔚来公司实现新车交付124,807台，创单季度历史新高，同比增长达71.7%。旗下三大品牌季度交付量同步刷新纪录：主品牌蔚来交付67,433台，同比增长27.8%；面向家庭市场的乐道品牌交付38,290台，同比增长92.1%；聚焦年轻与入门市场的萤火虫品牌交付19,084台，环比增长52.8%。2025年全年，蔚来累计交付新车326,028台，同样创下年度历史新高，同比增长46.9%。三大品牌中，蔚来品牌全年交付178,806台，乐道品牌交付107,808台，萤火虫品牌交付39,414台，形成阶梯化、差异化的产品矩阵。值得关注的是，从2026年1月1日起，车辆购置税优惠政策将由免征调整为减半征收。新政利好可车电分离的换电车型，用BaaS电池租用方案买蔚来、乐道、firefly萤火虫车型，可享额外购置税减免。小鹏全年交付量同增126% 理想全年突破154万辆小鹏汽车2025年12月交付新车37,508辆，实现同比2%的稳健增长，并呈现环比回升态势。2025年全年，公司累计交付量达429,445辆，同比大幅增长126%，展现出强劲的市场扩张力与产品竞争力。理想汽车在2025年第四季度共交付新车约10.92万辆，其中12月单月交付44,246辆，持续保持稳定的市场表现。截至2025年底，理想汽车累计交付量突破154万辆，成为国内首个达成这一成绩的新势力品牌，标志着其规模化发展进入新阶段。理想汽车董事长兼CEO李想表示，2026年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。数据显示，零跑汽车12月交付达60,423台，同比增长42%；全年累计交付达596,555台，同比增长103%，成为增速最快的新势力之一。鸿蒙智行12月交付量创新高鸿蒙智行12月交付89,611台，连续三个月创月度交付历史新高。2025年全年累计交付589,107台，同比增长32%。具体来看，问界M9累计20个月交付量获五十万级销冠；问界M8连续6个月蝉联40万级销冠。享界S9T在9-11月跻身30万以上新能源中大型轿车销量TOP1；尊界S800连续3个月占据70万级豪华轿车销量榜首。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}