蔚来、小鹏等15家新能源车企涨价_老虎社区_美港股上老虎

蔚来、小鹏等15家新能源车企涨价

21世纪经济报道05-28

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者|张旭　　编辑|郑玮　　5月以来，“新能源汽车涨价”话题一度掀起各界热议。21世纪经济报道记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。　　在这轮“涨价潮”背后，2026年的中国新能源汽车市场，正在上演一场结构性变局。　　乘联会数据显示，4月新能源车零售渗透率首次突破...

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xxclzzzz
·05-28
谁给你说蔚来涨价了
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　　记者|张旭\n　　编辑|郑玮\n　　5月以来，“新能源汽车涨价”话题一度掀起各界热议。21世纪经济报道记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。\n　　在这轮“涨价潮”背后，2026年的中国新能源汽车市场，正在上演一场结构性变局。\n　　乘联会数据显示，4月新能源车零售渗透率首次突破60%达61.4%——每卖出10辆新车，就有超过6辆是新能源车。与此同时，行业一季度利润率却降至3.2%，创下近十年新低，远低于下游工业企业6%的平均水平。\n　　一边是渗透率节节攀升，一边是利润在底部徘徊。这种“量增利减”的悖论，折射出一个信号：持续三年的价格战已走到尽头，中国新能源汽车产业正站在从“以价换量”的粗放增长，转向以技术、产品与服务为核心的价值竞争的关键关口。\n\n　　北京海淀区一家商场内陈列的特斯拉汽车。拍摄：张旭\n　　“以价换量”的终结\n　　过去三年，中国新能源汽车市场经历了一场价格混战。从特斯拉率先降价，到比亚迪喊出“电比油低”，这一策略给消费者带来了实惠，然而代价也在同步累积。\n　　中汽协数据显示，2026年前4个月，国内新车销量644.7万辆，同比下降20.6%。2026年一季度，汽车行业利润率降至3.2%，行业收入微降、成本上升，呈现“收降利减”特征。\n　　早在今年1月，工业和信息化部装备工业一司、国家发展改革委产业发展司、市场监管总局价格监督检查和反不正当竞争局就联合召开新能源汽车行业企业座谈会，部署规范新能源汽车产业竞争秩序相关工作，明确要求坚决抵制无序“价格战”，推动构建优质优价、公平竞争的市场秩序。\n　　直面持续加大的监管力度与市场变化，近期已有多个汽车品牌宣布涨价或收紧终端优惠。记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。例如，小米SU7全系上调4000元，长安启源Q07上调3000元，比亚迪则将“天神之眼B”智驾选装包从9900元涨至1.2万元。\n　　中国汽车流通协会专家委员会委员章弘表示，背后原因包括动力电池原材料（如碳酸锂）、存储芯片等成本大幅上涨，车企单车成本增加3000-7000元，利润空间被严重压缩，继续低价竞争难以维持运营。\n　　更为关键的是，消费者的态度也在悄然转变。\n　　“现在新能源汽车优惠比之前少了，燃油车降价的多了。”最近准备换车的张先生在逛4S店时发现，看中的新能源SUV涨价了，他既担心买了以后会降价，又担心不买会继续涨价。\n　　麦肯锡最新发布的《2026中国汽车消费者洞察》显示，在过去一年内购车的消费者中，对价格战持消极态度的比例达22.2%，已超过持积极态度的16.5%。“刚提车就降价”的普遍顾虑，让消费者固化“晚买必有折扣”的心理定势，每一轮集体降价都诱发新一轮持币待购。\n　　章弘向21世纪经济报道记者表示，市场正在从“价格内卷”转向“价值竞争”，消费者更关注智能化体验、安全性能、品牌服务等，车企需通过提升产品价值而非低价吸引客户。\n　　车企“争夺”技术溢价\n　　2026年4月，中国新能源汽车国内零售渗透率历史性地突破60%大关，达到61.4%。与此同时，麦肯锡报告显示，技术迭代与配置升级带来的净积极消费影响达20.7%，较去年的10.8%近乎翻倍。\n　　这意味着，消费者已经不再满足于低价，而是愿意为更好的智能座舱、更精准的辅助驾驶掏出溢价。\n　　在4月落幕的2026北京国际车展上，国内主流车企发布的旗舰产品无不以硬核技术作为卖点。中国品牌集中发布了42项核心新技术，覆盖智能驾驶、自研芯片、电池能源、整车架构、智能座舱五大领域。\n　　其中，电池技术迎来迭代拐点，比亚迪硫化物全固态电池完成全球首次实车展示，CLTC纯电续航突破1218公里；在智能驾驶领域，L3级有条件自动驾驶也进入商业化落地的关键窗口期，城区NOA（自动辅助导航驾驶）功能渗透率持续提高。\n　　从宏观政策层面看，5月26日，工业和信息化部发布《2026年汽车标准化工作要点》进一步明确，要推动产业全面提质升级，面向汽车人工智能、新形态汽车等未来产业方向，开展标准前瞻突破行动，提前开展标准规划布局。\n　　而这一轮涨价逻辑也在不同层级市场中呈现明显分化。\n　　高端品牌凭借高毛利率与高价值用户群体黏性，具备定价权；蔚来、理想、极氪等玩家可凭借新一代高算力平台、超快充技术等，让涨价服务于品牌溢价；中低端车企则因成本控制能力弱，涨价难度较大，可能面临销量下滑，行业马太效应加剧。\n\n　　新一代小米SU7。拍摄：张旭\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"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":[{"id":569230905606880,"gmtCreate":1779976599857,"gmtModify":1779976693627,"author":{"id":"3541415169882922","authorId":"3541415169882922","name":"xxclzzzz","avatar":"https://static.tigerbbs.com/9bc0252ab727779ccb4df5ab759889b9","vip":1,"crmLevel":8,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"ed59ff8abb2e40a58b8c1442c70110e3-1","name":"2026元宝x1","description":"2026年度投资收益超越10万美金","smallImgUrl":"https://static.tigerbbs.com/c30c473ad357518e9fa3b534ab6b31ef","bigImgUrl":"https://static.tigerbbs.com/f6201d4617e1ae2ee84d4a42681c4161","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"authorIdStr":"3541415169882922","idStr":"3541415169882922"},"htmlText":"谁给你说蔚来涨价了","listText":"谁给你说蔚来涨价了","text":"谁给你说蔚来涨价了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569230905606880","repostId":2638166751,"repostType":2,"repost":{"id":"2638166751","kind":"news","pubTimestamp":1779964800,"share":"https://www.laohu8.com/m/news/2638166751?lang=zh_CN&edition=full","pubTime":"2026-05-28 18:40","market":"sg","language":"zh","title":"蔚来、小鹏等15家新能源车企涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2638166751","media":"21世纪经济报道","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　5月以来，“新能源汽车涨价”话题一度掀起各界热议。21世纪经济报道记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。　　过去三年，中国新能源汽车市场经历了一场价格混战。","content":"<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　记者|张旭\n　　编辑|郑玮\n　　5月以来，“新能源汽车涨价”话题一度掀起各界热议。21世纪经济报道记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。\n　　在这轮“涨价潮”背后，2026年的中国新能源汽车市场，正在上演一场结构性变局。\n　　乘联会数据显示，4月新能源车零售渗透率首次突破...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-05-28/doc-inhzmyer8231114.shtml\">网页链接</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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　　记者|张旭\n　　编辑|郑玮\n　　5月以来，“新能源汽车涨价”话题一度掀起各界热议。21世纪经济报道记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。\n　　在这轮“涨价潮”背后，2026年的中国新能源汽车市场，正在上演一场结构性变局。\n　　乘联会数据显示，4月新能源车零售渗透率首次突破...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2026-05-28/doc-inhzmyer8231114.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0359202008.SGD":"Blackrock China 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ACC","LU0823426480.USD":"法巴中国股票经典Dis"},"source_url":"https://finance.sina.com.cn/wm/2026-05-28/doc-inhzmyer8231114.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2638166751","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　记者|张旭\n　　编辑|郑玮\n　　5月以来，“新能源汽车涨价”话题一度掀起各界热议。21世纪经济报道记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。\n　　在这轮“涨价潮”背后，2026年的中国新能源汽车市场，正在上演一场结构性变局。\n　　乘联会数据显示，4月新能源车零售渗透率首次突破60%达61.4%——每卖出10辆新车，就有超过6辆是新能源车。与此同时，行业一季度利润率却降至3.2%，创下近十年新低，远低于下游工业企业6%的平均水平。\n　　一边是渗透率节节攀升，一边是利润在底部徘徊。这种“量增利减”的悖论，折射出一个信号：持续三年的价格战已走到尽头，中国新能源汽车产业正站在从“以价换量”的粗放增长，转向以技术、产品与服务为核心的价值竞争的关键关口。\n\n　　北京海淀区一家商场内陈列的特斯拉汽车。拍摄：张旭\n　　“以价换量”的终结\n　　过去三年，中国新能源汽车市场经历了一场价格混战。从特斯拉率先降价，到比亚迪喊出“电比油低”，这一策略给消费者带来了实惠，然而代价也在同步累积。\n　　中汽协数据显示，2026年前4个月，国内新车销量644.7万辆，同比下降20.6%。2026年一季度，汽车行业利润率降至3.2%，行业收入微降、成本上升，呈现“收降利减”特征。\n　　早在今年1月，工业和信息化部装备工业一司、国家发展改革委产业发展司、市场监管总局价格监督检查和反不正当竞争局就联合召开新能源汽车行业企业座谈会，部署规范新能源汽车产业竞争秩序相关工作，明确要求坚决抵制无序“价格战”，推动构建优质优价、公平竞争的市场秩序。\n　　直面持续加大的监管力度与市场变化，近期已有多个汽车品牌宣布涨价或收紧终端优惠。记者走访发现，从今年二季度开始，已有蔚来、小鹏、极氪等15个品牌涨价或收紧终端优惠。例如，小米SU7全系上调4000元，长安启源Q07上调3000元，比亚迪则将“天神之眼B”智驾选装包从9900元涨至1.2万元。\n　　中国汽车流通协会专家委员会委员章弘表示，背后原因包括动力电池原材料（如碳酸锂）、存储芯片等成本大幅上涨，车企单车成本增加3000-7000元，利润空间被严重压缩，继续低价竞争难以维持运营。\n　　更为关键的是，消费者的态度也在悄然转变。\n　　“现在新能源汽车优惠比之前少了，燃油车降价的多了。”最近准备换车的张先生在逛4S店时发现，看中的新能源SUV涨价了，他既担心买了以后会降价，又担心不买会继续涨价。\n　　麦肯锡最新发布的《2026中国汽车消费者洞察》显示，在过去一年内购车的消费者中，对价格战持消极态度的比例达22.2%，已超过持积极态度的16.5%。“刚提车就降价”的普遍顾虑，让消费者固化“晚买必有折扣”的心理定势，每一轮集体降价都诱发新一轮持币待购。\n　　章弘向21世纪经济报道记者表示，市场正在从“价格内卷”转向“价值竞争”，消费者更关注智能化体验、安全性能、品牌服务等，车企需通过提升产品价值而非低价吸引客户。\n　　车企“争夺”技术溢价\n　　2026年4月，中国新能源汽车国内零售渗透率历史性地突破60%大关，达到61.4%。与此同时，麦肯锡报告显示，技术迭代与配置升级带来的净积极消费影响达20.7%，较去年的10.8%近乎翻倍。\n　　这意味着，消费者已经不再满足于低价，而是愿意为更好的智能座舱、更精准的辅助驾驶掏出溢价。\n　　在4月落幕的2026北京国际车展上，国内主流车企发布的旗舰产品无不以硬核技术作为卖点。中国品牌集中发布了42项核心新技术，覆盖智能驾驶、自研芯片、电池能源、整车架构、智能座舱五大领域。\n　　其中，电池技术迎来迭代拐点，比亚迪硫化物全固态电池完成全球首次实车展示，CLTC纯电续航突破1218公里；在智能驾驶领域，L3级有条件自动驾驶也进入商业化落地的关键窗口期，城区NOA（自动辅助导航驾驶）功能渗透率持续提高。\n　　从宏观政策层面看，5月26日，工业和信息化部发布《2026年汽车标准化工作要点》进一步明确，要推动产业全面提质升级，面向汽车人工智能、新形态汽车等未来产业方向，开展标准前瞻突破行动，提前开展标准规划布局。\n　　而这一轮涨价逻辑也在不同层级市场中呈现明显分化。\n　　高端品牌凭借高毛利率与高价值用户群体黏性，具备定价权；蔚来、理想、极氪等玩家可凭借新一代高算力平台、超快充技术等，让涨价服务于品牌溢价；中低端车企则因成本控制能力弱，涨价难度较大，可能面临销量下滑，行业马太效应加剧。\n\n　　新一代小米SU7。拍摄：张旭\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","news_type":1,"symbols_score_info":{"81211":0.6,"EVS.SI":0.6,"XPEG":0.6,"NIOG":0.6,"09866":1.89,"HYDD.SI":0.6,"XPEV":1.88,"NIO.SI":1.89,"NIO":1.89,"01211":1.85,"002594":1.85,"BYDDY":1.85,"09868":1.88}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}