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大宝二宝麻麻
大宝二宝麻麻
·
01-31
东哥，面相淳朴，老实憨厚
刘强东雷军久违同框开会，太有排面了！
刘强东雷军同框开会，大佬们又参加高规格会议了。昨天，中英企业家委员会会议在北京举行，刘强东、雷军等作为中国企业家代表参加会议。据雷军透露，小米英国业务已经做了有几年，去年一年收入大约10亿人民币。未来四年内，小米还计划在英国开出150家门店，把从手机、智能穿戴设备，到家电、汽车的所有业务线覆盖全面。京东在英国的目标同样是全面发展。
刘强东雷军久违同框开会，太有排面了！
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大宝二宝麻麻
大宝二宝麻麻
·
01-28
标题是汽车订单破10万，内容是汽车模型破10万。究竟是小米汽车订单破10万，还是汽车模型破10万
雷军宣布每周晒车主提车照，小米汽车颜值受女生青睐订单破10万
此前，雷军曾亲自参与车主提车环节，与每位车主握手合影，这一举动不仅拉近了品牌与消费者之间的距离，更成为许多人选择购买小米汽车的重要原因之一。近日，雷军在社交媒体上宣布，小米官方微博将每周更新车主提车美照，并欢迎用户投稿分享。从首批分享的照片中可以看出，女性车主占比显著，她们大多外形靓丽，与小米汽车的高颜值相得益彰。
雷军宣布每周晒车主提车照，小米汽车颜值受女生青睐订单破10万
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大宝二宝麻麻
大宝二宝麻麻
·
01-26
也太毛坯了
“廉价版”特斯拉正式开售！
韩国市场的低价策略凸显了特斯拉通过降价扩大市场份额的决心。除了亚洲市场，廉价版Model 3也已在美国、英国和中东市场上市，表明特斯拉正在全球范围内推广这一入门级车型。近日，特斯拉中国官网短暂上线廉价版Model Y页面，预示着市场期待已久的低价特斯拉车型即将登陆中国市场。通过推出廉价版Model 3，特斯拉有望切入这一主流价格带，应对自主品牌围攻。
“廉价版”特斯拉正式开售！
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大宝二宝麻麻
大宝二宝麻麻
·
01-16
是团购吗
美团宣布进军汽车销售业务
美团宣布将开展汽车销售业务，正式进入出行硬件领域。
美团宣布进军汽车销售业务
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大宝二宝麻麻
大宝二宝麻麻
·
01-06
理想产品线已经出来了L I 后面应该还有X [笑哭]
理想汽车调整产品线
2026年开年，理想汽车第二产品线总裁张骁离职，理想汽车重新梳理产品线组织架构。据了解，此前理想汽车内部按照售价区间构建了三条主要产品线：由汤靖负责的第一产品线，覆盖40万元以上车型；由张骁负责的第二产品线主要覆盖30万至40万元价格区间；由李昕旸负责的第三产品线，覆盖30万元以下车型。2025年，理想汽车2025年累计交付40.63万辆，下滑18.81%。
理想汽车调整产品线
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大宝二宝麻麻
大宝二宝麻麻
·
01-02
年底都在冲量
交付量狂飙！车企12月收官榜出炉，车市1月开门红稳了？
靴子落地利空渐出尽2025年已落幕，各大车企陆续披露12月销量成绩单，为全年收官。车企12月成绩出炉今日，多家新能源车企相继披露全年及12月交付数据。鸿蒙智行12月单月交付89611台，连续三个月创月度交付历史新高；全年累计交付589107台，年同比增长32%。1月有望实现“开门红”2025年底，促消费重磅利好政策密集出台。他同时判断，全年整体车市增速应该高于零增长，且1月份会实现“开门红”的良好走势。
交付量狂飙！车企12月收官榜出炉，车市1月开门红稳了？
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大宝二宝麻麻
大宝二宝麻麻
·
2025-12-02
昨天看新闻说，中国所有的新能源汽车利润都不急丰台一半，太卷了
利好突袭！暴增112%！
零跑汽车11月份交付70327辆，同比增长超75%，持续刷新月销纪录，并已连续九个月保持强劲增长态势。赛力斯发布11月份产销快报。小鹏汽车11月份交付新车36728辆，同比增长19%。小米汽车11月份交付量持续超过4万辆。上汽集团披露，11月份整车销量合计46.08万辆。其中，新能源汽车销量20.94万辆，同比增长19.75%。吉利汽车11月份的汽车总销量为31.04万辆，较去年同期增长约24%；其中，极氪品牌11月实现汽车销售量28843辆，同比增长7%。
利好突袭！暴增112%！
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大宝二宝麻麻
大宝二宝麻麻
·
2025-11-06
比亚迪产品线太多了，王朝系列+海洋系列，一共几十款车型。 价格从几十万到几万不等。 这是别的车企没法比的
10月新能源汽车厂商销量一览：至少14家创历史新高
快科技11月5日消息，乘联分会公布了2025年10月新能源乘用车批发销量榜单。10月，吉利汽车、长安汽车、奇瑞汽车、零跑汽车、赛力斯汽车、东风汽车、长城汽车、小鹏汽车、蔚来汽车、极狐汽车、一汽奔腾、智己汽车、广汽丰田、长安马自达等厂商的新能源批发销量创出历年各月历史新高。而上汽通用五菱、上汽乘用车、北京现代等车企也创出历年各月历史月度次新高的优异表现。
10月新能源汽车厂商销量一览：至少14家创历史新高
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大宝二宝麻麻
大宝二宝麻麻
·
2025-09-30
为什么美团的股票掉到了100，阿里的却涨到了170[流泪]
数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！
运力，才是即时零售战场上最硬的通货。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。其中，美团全职骑手APP以人均每日290分钟高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。即时零售的本质，是“零售”与“即时物流”的深度融合。
数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！
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大宝二宝麻麻
大宝二宝麻麻
·
2025-09-28
完全可以。蔚来也是靠乐道翻盘的。
从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？
2023年，理想汽车交付量达37.6万辆，同比激增182.2%，营收首次突破千亿大关，一举奠定新势力头部地位。2025年，理想汽车的增长压力全面显现。从 “款款爆款” 到全线承压，理想急需一款重磅产品稳住市场信心。9 月 26 日上市的理想 i6，由此肩负起 “破局者” 的使命。理想 i6 能否成为扭转颓势的 “救世主”？原文标题 : 从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？
从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？
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21:00","market":"hk","language":"zh","title":"刘强东雷军久违同框开会，太有排面了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2607401000","media":"跨境前沿","summary":"刘强东雷军同框开会，大佬们又参加高规格会议了。昨天，中英企业家委员会会议在北京举行，刘强东、雷军等作为中国企业家代表参加会议。据雷军透露，小米英国业务已经做了有几年，去年一年收入大约10亿人民币。未来四年内，小米还计划在英国开出150家门店，把从手机、智能穿戴设备，到家电、汽车的所有业务线覆盖全面。京东在英国的目标同样是全面发展。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260130230000788v201ha1w32fkwg2\"/><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/MZhCz4KK4v5QpqA5W6hibV3XczN6f9AEV9BWl9hHhPD7chJT0PkN8xteGqf1rHfyElzxddbtgibBfMEfp4XZC3Bg/0?wx_fmt=png&from=appmsg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260130230034143v201cda2f056mm2\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260130230035743v201rxr5vs5rkjd\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260130230037769v201voa6rs1li0w\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260130230049191v2011z3kvyb7rgi\"/><p>刘强东雷军同框开会，大佬们又参加高规格会议了。</p><p>昨天，<a href=\"https://laohu8.com/S/300936\">中英</a>企业家委员会会议在北京举行，刘强东、雷军等作为中国企业家代表参加会议。</p><p>据雷军透露，<a href=\"https://laohu8.com/S/XIACY\">小米</a>英国业务已经做了有几年，去年一年收入大约10亿人民币。未来四年内，<a href=\"https://laohu8.com/S/01810\">小米</a>还计划在英国开出150家门店，把从手机、智能穿戴设备，到家电、汽车的所有业务线覆盖全面。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>在英国的目标同样是全面发展。其中，零售业务，在线购物平台Joybuy已在英国试运营，主打品牌旗舰店模式。物流方面，京东在英国布局了9个高标准物流园，可覆盖英国90%人口；此外，京东还在英国投用首个海外“智狼仓”，部署近200台智能机器人。</p><p>不得不说，谈到中企出海，京东、<a href=\"https://laohu8.com/S/81810\">小米</a>这些互联网巨头们依然是走在最前沿的代表。 @跨境前沿</p></article></body></html>","source":"tencent","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\" />\n<title>刘强东雷军久违同框开会，太有排面了！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n刘强东雷军久违同框开会，太有排面了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 21:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130230051a469c94d&s=b><strong>跨境前沿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>刘强东雷军同框开会，大佬们又参加高规格会议了。昨天，中英企业家委员会会议在北京举行，刘强东、雷军等作为中国企业家代表参加会议。据雷军透露，小米英国业务已经做了有几年，去年一年收入大约10亿人民币。未来四年内，小米还计划在英国开出150家门店，把从手机、智能穿戴设备，到家电、汽车的所有业务线覆盖全面。京东在英国的目标同样是全面发展。其中，零售业务，在线购物平台Joybuy已在英国试运营，主打品牌...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130230051a469c94d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","86618":"京东健康-R","89618":"京东集团-SWR","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA 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SGD-H1"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130230051a469c94d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2607401000","content_text":"刘强东雷军同框开会，大佬们又参加高规格会议了。昨天，中英企业家委员会会议在北京举行，刘强东、雷军等作为中国企业家代表参加会议。据雷军透露，小米英国业务已经做了有几年，去年一年收入大约10亿人民币。未来四年内，小米还计划在英国开出150家门店，把从手机、智能穿戴设备，到家电、汽车的所有业务线覆盖全面。京东在英国的目标同样是全面发展。其中，零售业务，在线购物平台Joybuy已在英国试运营，主打品牌旗舰店模式。物流方面，京东在英国布局了9个高标准物流园，可覆盖英国90%人口；此外，京东还在英国投用首个海外“智狼仓”，部署近200台智能机器人。不得不说，谈到中企出海，京东、小米这些互联网巨头们依然是走在最前沿的代表。 @跨境前沿","news_type":1,"symbols_score_info":{"81810":0.6,"86618":0.6,"89618":0.6,"01810":1.87,"XIACY":1.87,"MIUmain":0.6,"HXXD.SI":0.6,"JD":1.85,"09618":1.85}},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526651990237880,"gmtCreate":1769556773907,"gmtModify":1769556776600,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"title":"","htmlText":"标题是汽车订单破10万，内容是汽车模型破10万。究竟是小米汽车订单破10万，还是汽车模型破10万","listText":"标题是汽车订单破10万，内容是汽车模型破10万。究竟是小米汽车订单破10万，还是汽车模型破10万","text":"标题是汽车订单破10万，内容是汽车模型破10万。究竟是小米汽车订单破10万，还是汽车模型破10万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526651990237880","repostId":"2606213755","repostType":2,"repost":{"id":"2606213755","kind":"news","pubTimestamp":1769548382,"share":"https://www.laohu8.com/m/news/2606213755?lang=zh_CN&edition=full","pubTime":"2026-01-28 05:13","market":"hk","language":"zh","title":"雷军宣布每周晒车主提车照，小米汽车颜值受女生青睐订单破10万","url":"https://stock-news.laohu8.com/highlight/detail?id=2606213755","media":"ITBEAR科技资讯","summary":"此前，雷军曾亲自参与车主提车环节，与每位车主握手合影，这一举动不仅拉近了品牌与消费者之间的距离，更成为许多人选择购买小米汽车的重要原因之一。近日，雷军在社交媒体上宣布，小米官方微博将每周更新车主提车美照，并欢迎用户投稿分享。从首批分享的照片中可以看出，女性车主占比显著，她们大多外形靓丽，与小米汽车的高颜值相得益彰。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车近期在市场上掀起了一股热潮，尤其是新款车型发布后，迅速吸引了大量消费者的目光。据统计，该车型已收获超过10万份订单，这一成绩充分证明了其在市场上的受欢迎程度。其中，年轻群体成为购买主力军，他们普遍认为<a href=\"https://laohu8.com/S/01810\">小米</a>汽车的设计风格时尚前卫，与自身追求潮流的审美需求高度契合，因此被亲切地称为“年轻人的第一辆车”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260128060542942d1631zb5jov97av\"/><p>除了产品本身的吸引力，<a href=\"https://laohu8.com/S/81810\">小米</a>创始人雷军的营销策略也备受关注。此前，雷军曾亲自参与车主提车环节，与每位车主握手合影，这一举动不仅拉近了品牌与消费者之间的距离，更成为许多人选择购买小米汽车的重要原因之一。不少消费者表示，能够与雷军面对面交流并合影留念，是一种独特的体验，也是对品牌认同感的一种体现。</p><p>近日，雷军在社交媒体上宣布，小米官方微博将每周更新车主提车美照，并欢迎用户投稿分享。这一举措进一步激发了消费者的参与热情，同时也为品牌营造了更加活跃的互动氛围。从首批分享的照片中可以看出，女性车主占比显著，她们大多外形靓丽，与小米汽车的高颜值相得益彰。这一现象也反映出，女性消费者对汽车外观设计的关注度较高，而小米汽车恰好满足了这一需求。</p></article></body></html>","source":"tencent","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\" />\n<title>雷军宣布每周晒车主提车照，小米汽车颜值受女生青睐订单破10万</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军宣布每周晒车主提车照，小米汽车颜值受女生青睐订单破10万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 05:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128060553a45d6e21&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米汽车近期在市场上掀起了一股热潮，尤其是新款车型发布后，迅速吸引了大量消费者的目光。据统计，该车型已收获超过10万份订单，这一成绩充分证明了其在市场上的受欢迎程度。其中，年轻群体成为购买主力军，他们普遍认为小米汽车的设计风格时尚前卫，与自身追求潮流的审美需求高度契合，因此被亲切地称为“年轻人的第一辆车”。除了产品本身的吸引力，小米创始人雷军的营销策略也备受关注。此前，雷军曾亲自参与车主提车环节，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128060553a45d6e21&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1615":"港股-互联网","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128060553a45d6e21&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2606213755","content_text":"小米汽车近期在市场上掀起了一股热潮，尤其是新款车型发布后，迅速吸引了大量消费者的目光。据统计，该车型已收获超过10万份订单，这一成绩充分证明了其在市场上的受欢迎程度。其中，年轻群体成为购买主力军，他们普遍认为小米汽车的设计风格时尚前卫，与自身追求潮流的审美需求高度契合，因此被亲切地称为“年轻人的第一辆车”。除了产品本身的吸引力，小米创始人雷军的营销策略也备受关注。此前，雷军曾亲自参与车主提车环节，与每位车主握手合影，这一举动不仅拉近了品牌与消费者之间的距离，更成为许多人选择购买小米汽车的重要原因之一。不少消费者表示，能够与雷军面对面交流并合影留念，是一种独特的体验，也是对品牌认同感的一种体现。近日，雷军在社交媒体上宣布，小米官方微博将每周更新车主提车美照，并欢迎用户投稿分享。这一举措进一步激发了消费者的参与热情，同时也为品牌营造了更加活跃的互动氛围。从首批分享的照片中可以看出，女性车主占比显著，她们大多外形靓丽，与小米汽车的高颜值相得益彰。这一现象也反映出，女性消费者对汽车外观设计的关注度较高，而小米汽车恰好满足了这一需求。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.95,"01810":1.95,"MIUmain":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526011804332608,"gmtCreate":1769397167089,"gmtModify":1769397169605,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"title":"","htmlText":"也太毛坯了","listText":"也太毛坯了","text":"也太毛坯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526011804332608","repostId":"2606026077","repostType":2,"repost":{"id":"2606026077","kind":"news","pubTimestamp":1769394864,"share":"https://www.laohu8.com/m/news/2606026077?lang=zh_CN&edition=full","pubTime":"2026-01-26 10:34","market":"us","language":"zh","title":"“廉价版”特斯拉正式开售！","url":"https://stock-news.laohu8.com/highlight/detail?id=2606026077","media":"电动知家","summary":"韩国市场的低价策略凸显了特斯拉通过降价扩大市场份额的决心。除了亚洲市场，廉价版Model 3也已在美国、英国和中东市场上市，表明特斯拉正在全球范围内推广这一入门级车型。近日，特斯拉中国官网短暂上线廉价版Model Y页面，预示着市场期待已久的低价特斯拉车型即将登陆中国市场。通过推出廉价版Model 3，特斯拉有望切入这一主流价格带，应对自主品牌围攻。","content":"<html><body><article><p>电动知家消息，近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>廉价版Model 3在亚洲市场悄然上市。泰国、菲律宾和韩国消费者已可订购这款更便宜的特斯拉车型，韩国市场补贴后价格低至<strong>17.4万元人</strong><strong>民币</strong>，创下特斯拉Model 3全球最低价纪录。这些亚洲市场销售的廉价版Model 3均产自特斯拉上海超级工厂。业内专家预测，随着特斯拉在中国市场面临的竞争加剧，廉价版Model 3很可能很快在中国上市。</p><img src=\"https://inews.gtimg.com/om_bt/OJF7gCJElujc3KWFf9zmYGEVYeBCjKJxpELlt-lp2gFYEAA/0\"/><p>特斯拉廉价版Model 3在亚洲三国的定价策略显示，<strong>韩国市场性价比最高</strong>。在韩国，该车型官方指导价为4199万韩元（约合19.8万元人民币），叠加当地补贴后，实际购买价格降至17.4万元人民币。泰国市场的廉价版Model 3售价为25.48万元人民币，菲律宾市场为21.7万元人民币。韩国市场的低价策略凸显了特斯拉通过降价扩大市场份额的决心。除了亚洲市场，廉价版Model 3也已在美国、英国和中东市场上市，表明特斯拉正在全球范围内推广这一入门级车型。</p><img src=\"https://inews.gtimg.com/om_bt/O9dCckUY2zHOmlZWALMV6kTgETLUEFLbRk-48srq9CyY0AA/0\"/><p>廉价版Model 3在配置上做了明显精简。这款被特斯拉官方称为“Model 3 Standard RWD”（标准后驱版）的车型，续航方面，韩国版车型续航为<strong>382公里</strong>，相比原有入门版的583公里续航减少了201公里。性能方面，百公里加速时间从5.2秒延长至6.2秒。内饰配置变化更为明显：音响系统从9个扬声器减为7个，取消后排控制屏幕，方向盘由电动调节变为手动调节。座椅材质从皮革变为织物，同时取消了氛围灯和车门储物照明灯等舒适性配置。特斯拉官方强调“安全方面绝不妥协”，主动安全配置与高配版保持一致。</p><img src=\"https://inews.gtimg.com/om_bt/OTJjaZP9T71wXWT4C94RHCGcNW2QWyFMmQF25difwCD-4AA/0\"/><p>中国市场可能很快迎来廉价版Model 3。2025年12月31日发布的《减免车辆购置税的新能源汽车车型目录》中出现了一款“Model 3 标准续航升级版”车型。近日，特斯拉中国官网短暂上线廉价版Model Y页面（相关页面已更改），预示着市场期待已久的低价特斯拉车型即将登陆中国市场。据业内人士透露，<strong>廉价版Model 3将率先上市</strong>，随后推出廉价版Model Y。基于亚洲市场的定价策略和上海工厂的<span>成本优势</span>，业内预测中国市场的廉价版Model 3售价可能进一步下探。</p><p>特斯拉全球副总裁陶琳2025年5月曾表示，上海超级工厂生产的Model 3/Y已有<strong>超过95%的零部件实现本土化采购</strong>，使中国消费者能享受全球最低价。若参照韩国市场标准版比原有入门版便宜约5万元人民币的定价策略，中国市场的廉价版Model 3起售价有望降至19万元以内。考虑到免购置税政策，实际入手价格可能低至17-18万元区间，若此价格成真，将具有巨大“杀伤力”。目前Model 3国内售价23.55万起，Model Y国内售价26.35万。</p><img src=\"https://inews.gtimg.com/om_bt/O6yIUbh_UiD_Q4_KBO6HO2LAFeGbxjd9GdbK0DCzO0_p0AA/0\"/><p>特斯拉推出廉价车型背后是增长压力。2025年，特斯拉在中国市场销量为62.56万辆，占比特斯拉全球销量规模超38%。与此同时，15万-20万元区间是中国最大的新能源汽车细分市场，占比超40%。通过推出廉价版Model 3，特斯拉有望切入这一主流价格带，应对自主品牌围攻。不过廉价版车型也面临挑战，包括中国消费者对配置的高要求和品牌形象可能被稀释的风险。<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、小鹏等本土品牌已在15-20万元市场建立产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>，廉价版Model 3将面临激烈竞争。</p><p>随着特斯拉在亚洲市场推出廉价版Model 3，中国消费者正密切关注这款车型的本土化进展。华尔街分析师认为，特斯拉的<strong>品牌吸引力结合更具竞争力的价格</strong>，可能重塑中国新能源汽车市场格局。特斯拉的“先海外试水、后国内铺开”策略已为廉价版Model 3的国内上市铺平道路，中国新能源汽车市场的价格战一触即发。</p></article></body></html>","source":"tencent","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\" />\n<title>“廉价版”特斯拉正式开售！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“廉价版”特斯拉正式开售！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-26 10:34 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260126104057a6ac3243&s=b><strong>电动知家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动知家消息，近日，特斯拉廉价版Model 3在亚洲市场悄然上市。泰国、菲律宾和韩国消费者已可订购这款更便宜的特斯拉车型，韩国市场补贴后价格低至17.4万元人民币，创下特斯拉Model 3全球最低价纪录。这些亚洲市场销售的廉价版Model 3均产自特斯拉上海超级工厂。业内专家预测，随着特斯拉在中国市场面临的竞争加剧，廉价版Model 3很可能很快在中国上市。特斯拉廉价版Model 3在亚洲三国的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260126104057a6ac3243&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF 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3售价为25.48万元人民币，菲律宾市场为21.7万元人民币。韩国市场的低价策略凸显了特斯拉通过降价扩大市场份额的决心。除了亚洲市场，廉价版Model 3也已在美国、英国和中东市场上市，表明特斯拉正在全球范围内推广这一入门级车型。廉价版Model 3在配置上做了明显精简。这款被特斯拉官方称为“Model 3 Standard RWD”（标准后驱版）的车型，续航方面，韩国版车型续航为382公里，相比原有入门版的583公里续航减少了201公里。性能方面，百公里加速时间从5.2秒延长至6.2秒。内饰配置变化更为明显：音响系统从9个扬声器减为7个，取消后排控制屏幕，方向盘由电动调节变为手动调节。座椅材质从皮革变为织物，同时取消了氛围灯和车门储物照明灯等舒适性配置。特斯拉官方强调“安全方面绝不妥协”，主动安全配置与高配版保持一致。中国市场可能很快迎来廉价版Model 3。2025年12月31日发布的《减免车辆购置税的新能源汽车车型目录》中出现了一款“Model 3 标准续航升级版”车型。近日，特斯拉中国官网短暂上线廉价版Model Y页面（相关页面已更改），预示着市场期待已久的低价特斯拉车型即将登陆中国市场。据业内人士透露，廉价版Model 3将率先上市，随后推出廉价版Model Y。基于亚洲市场的定价策略和上海工厂的成本优势，业内预测中国市场的廉价版Model 3售价可能进一步下探。特斯拉全球副总裁陶琳2025年5月曾表示，上海超级工厂生产的Model 3/Y已有超过95%的零部件实现本土化采购，使中国消费者能享受全球最低价。若参照韩国市场标准版比原有入门版便宜约5万元人民币的定价策略，中国市场的廉价版Model 3起售价有望降至19万元以内。考虑到免购置税政策，实际入手价格可能低至17-18万元区间，若此价格成真，将具有巨大“杀伤力”。目前Model 3国内售价23.55万起，Model Y国内售价26.35万。特斯拉推出廉价车型背后是增长压力。2025年，特斯拉在中国市场销量为62.56万辆，占比特斯拉全球销量规模超38%。与此同时，15万-20万元区间是中国最大的新能源汽车细分市场，占比超40%。通过推出廉价版Model 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00:25","market":"hk","language":"zh","title":"美团宣布进军汽车销售业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2603984433","media":"DoNews","summary":"美团宣布将开展汽车销售业务，正式进入出行硬件领域。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/MPNGY\">美团</a>宣布将开展汽车销售业务，正式进入出行硬件领域。</p></article></body></html>","source":"tencent","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\" />\n<title>美团宣布进军汽车销售业务</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260116002726a4c862df&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" 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","text":"理想产品线已经出来了L I 后面应该还有X [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518894019002896","repostId":"2601894930","repostType":2,"repost":{"id":"2601894930","kind":"highlight","pubTimestamp":1767700920,"share":"https://www.laohu8.com/m/news/2601894930?lang=zh_CN&edition=full","pubTime":"2026-01-06 20:02","market":"hk","language":"zh","title":"理想汽车调整产品线","url":"https://stock-news.laohu8.com/highlight/detail?id=2601894930","media":"新京报","summary":"2026年开年，理想汽车第二产品线总裁张骁离职，理想汽车重新梳理产品线组织架构。据了解，此前理想汽车内部按照售价区间构建了三条主要产品线：由汤靖负责的第一产品线，覆盖40万元以上车型；由张骁负责的第二产品线主要覆盖30万至40万元价格区间；由李昕旸负责的第三产品线，覆盖30万元以下车型。2025年，理想汽车2025年累计交付40.63万辆，下滑18.81%。","content":"<div>\n<p>新京报贝壳财经讯（记者王琳琳）1月6日，新京报贝壳财经记者从理想汽车方面了解到，理想汽车产品线组织将调整为两条产品线，第一产品线对MEGA、L9、L8、L7产品负责，由汤靖担任负责人。第二产品线对i系列和L6负责，由李昕旸担任负责人。2026年开年，理想汽车第二产品线总裁张骁离职，理想汽车重新梳理产品线组织架构。据了解，此前理想汽车内部按照售价区间构建了三条主要产品线：由汤靖负责的第一产品线，覆盖...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/1767697191129078.html\">网页链接</a>\n\n</div>\n","source":"highlight_bjnews","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\" />\n<title>理想汽车调整产品线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n理想汽车调整产品线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-06 20:02 北京时间 <a href=https://www.bjnews.com.cn/detail/1767697191129078.html><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新京报贝壳财经讯（记者王琳琳）1月6日，新京报贝壳财经记者从理想汽车方面了解到，理想汽车产品线组织将调整为两条产品线，第一产品线对MEGA、L9、L8、L7产品负责，由汤靖担任负责人。第二产品线对i系列和L6负责，由李昕旸担任负责人。2026年开年，理想汽车第二产品线总裁张骁离职，理想汽车重新梳理产品线组织架构。据了解，此前理想汽车内部按照售价区间构建了三条主要产品线：由汤靖负责的第一产品线，覆盖...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/1767697191129078.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://media.bjnews.com.cn/cover/2026/01/06/5672683235738461101.jpg?x-oss-process=image/resize,m_lfit,w_365/quality,q_80","relate_stocks":{"BK1575":"同股不同权","02015":"理想汽车-W","BK4099":"汽车制造商","BK4526":"热门中概股","BK4563":"昨日强势股","BK1587":"次新股","BK4585":"ETF&股票定投概念","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK4503":"景林资产持仓","BK4555":"新能源车","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LI":"理想汽车","BK1119":"汽车制造商","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK1588":"回港中概股","LU1720050803.USD":"安联全方位中国股票基金"},"source_url":"https://www.bjnews.com.cn/detail/1767697191129078.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601894930","content_text":"新京报贝壳财经讯（记者王琳琳）1月6日，新京报贝壳财经记者从理想汽车方面了解到，理想汽车产品线组织将调整为两条产品线，第一产品线对MEGA、L9、L8、L7产品负责，由汤靖担任负责人。第二产品线对i系列和L6负责，由李昕旸担任负责人。2026年开年，理想汽车第二产品线总裁张骁离职，理想汽车重新梳理产品线组织架构。据了解，此前理想汽车内部按照售价区间构建了三条主要产品线：由汤靖负责的第一产品线，覆盖40万元以上车型；由张骁负责的第二产品线主要覆盖30万至40万元价格区间；由李昕旸负责的第三产品线，覆盖30万元以下车型。2025年，理想汽车2025年累计交付40.63万辆，下滑18.81%。此前理想汽车董事长兼首席执行官李想表示，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。理想汽车要坚定地回到创业公司的管理模式，以此来面对新时代、新技术的挑战。校对 穆祥桐","news_type":1,"symbols_score_info":{"02015":1.95,"EVS.SI":0.6,"LI":1.95}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517437308436520,"gmtCreate":1767356750507,"gmtModify":1767356752750,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"title":"","htmlText":"年底都在冲量","listText":"年底都在冲量","text":"年底都在冲量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517437308436520","repostId":"1178926270","repostType":2,"repost":{"id":"1178926270","kind":"news","weMediaInfo":{"introduction":"早报天天读，汇集天下事，做最好听的有声财经播报。","home_visible":1,"media_name":"格隆汇APP","id":"11","head_image":"https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d"},"pubTimestamp":1767303869,"share":"https://www.laohu8.com/m/news/1178926270?lang=zh_CN&edition=full","pubTime":"2026-01-02 05:44","market":"hk","language":"zh","title":"交付量狂飙！车企12月收官榜出炉，车市1月开门红稳了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1178926270","media":"格隆汇APP","summary":"靴子落地利空渐出尽2025年已落幕，各大车企陆续披露12月销量成绩单，为全年收官。车企12月成绩出炉今日，多家新能源车企相继披露全年及12月交付数据。鸿蒙智行12月单月交付89611台，连续三个月创月度交付历史新高；全年累计交付589107台，年同比增长32%。1月有望实现“开门红”2025年底，促消费重磅利好政策密集出台。他同时判断，全年整体车市增速应该高于零增长，且1月份会实现“开门红”的良好走势。","content":"<html><head></head><body><blockquote><p>靴子落地利空渐出尽</p></blockquote><p>2025年已落幕，各大车企陆续披露12月销量成绩单，为全年收官。</p><p>从交付表现来看，鸿蒙智行单月交付89611台，零跑交付60423台，小米交付量超5万台紧随其后；蔚来交付48135台创下月度新高，理想、小鹏分别交出44246辆、37508辆的成绩单；极氪也实现突破，月交付量首次迈过3万台门槛。</p><h2 id=\"id_4278095800\" style=\"text-align: left;\">车企12月成绩出炉</h2><p>今日，多家新能源车企相继披露全年及12月交付数据。</p><p>鸿蒙智行12月单月交付89611台，连续三个月创月度交付历史新高；全年累计交付589107台，年同比增长32%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d199a5d98edb2d61aca6fc996475dd62\" tg-width=\"1024\" tg-height=\"670\"/></p><p>零跑汽车12月全系交付60423台，同比增长42%；全年累计交付596555台，同比增幅达103%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6758939c2fa08af5a199390651b51923\" tg-width=\"1000\" tg-height=\"697\"/></p><p>小米汽车12月交付量超5万台，产品矩阵扩张计划同步曝光。据产业端信息，其2026年拟推出4款新车，包括SU7改款、SU7行政版，以及一款增程五座SUV和一款增程七座SUV，其中SU7改款与增程七座SUV计划上半年推出，另外两款则安排在下半年至年底亮相。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/060d0d9e2fca377c2c15fd81636a5378\" tg-width=\"1036\" tg-height=\"630\"/></p><p>蔚来12月交付新车48135台，同比增长54.6%，创下月度交付历史新高；全年累计交付326028台，同比增长46.9%，同样刷新年度交付纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bdc4db2e0f4637882edc656131e5e49\" tg-width=\"1050\" tg-height=\"808\"/></p><p>理想汽车12月交付44246辆，第四季度总交付量达109194辆。截至2025年12月31日，理想汽车历史累计交付量为1,540,215辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f70ca7573a9bdbccdd46e56afc524bff\" tg-width=\"1051\" tg-height=\"778\"/></p><p>小鹏汽车12月交付37508辆，实现同环比双增长；全年累计交付429445辆，同比增幅高达126%，刷新历史年度交付记录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19032dd7e50d90cc0cb47f7e21e6ebf8\" tg-width=\"1054\" tg-height=\"784\"/></p><p>极氪汽车12月交付量首次突破3万台，达30267台，同比增长11.3%、环比增长4.9%，创下月度销量新高；2025年全年累计交付224133台，较2024年实现同比增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e98139d3f88a87dd2d68acfb4d376c0e\" tg-width=\"1048\" tg-height=\"835\"/></p><p>此外，智己汽车2025年销量达81017台，全年销量再创新高；岚图汽车2025年累计交付150169辆，实现交付“十连涨”，同比增长87%。</p><h2 id=\"id_4035533993\" style=\"text-align: left;\">1月有望实现“开门红”</h2><p>2025年底，促消费重磅利好政策密集出台。</p><p>12月30日，国家发展改革委、财政部印发《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》</p><p>紧接着31日，商务部等8部门又发布了《2026年汽车以旧换新补贴实施细则》。其中明确，对报废符合条件旧车并购买新能源乘用车的，最高按新车销售价格的12%给予补贴，补贴金额最高2万元。</p><p>随后，上海、深圳、贵州、海南、黑龙江等地也迅速跟上，陆续推出了当地的配套补贴政策。</p><p>对此，乘联分会秘书长崔东树解读称，<strong>2026年汽车报废更新补贴相关政策超预期，且有利于政策平稳过渡、促进消费升级。</strong>他提到，之前业内有预计2026年政策可能会收缩，车市可能会出现负增长，但2026年由于国家政策给力，会总体拉动销量更好的增长。</p><p>在车市走势判断上，崔东树预计，2026年中国车市将呈现“前低后高”走势，实现“十五五”开局的良好局面。他同时判断，<strong>全年整体车市增速应该高于零增长，且1月份会实现“开门红”的良好走势。</strong></p><p>中国汽车流通协会也给出积极预判，认为此次政策红利将覆盖更广泛消费群体，让更多老旧车型车主切实享受到补贴福利，进而加速老旧车辆迭代更新，充分释放消费潜力。据初步测算，享受补贴的乘用车有望超过1200万辆，拉动新车消费近150万辆，2026年汽车以旧换新政策将惠及比2025年更多的消费者。</p><p>开源证券指出，整车板块预期相对较差的情况或已过去。<strong>预计后续随着2026Q1淡季逐步过去，三四月份开启新品密集发布期，叠加以旧换新政策延续，乘用车需求有望迎来复苏。</strong></p><p>方正证券表示，靴子落地利空渐出尽，关注板块调整后中长期复苏空间。从行业角度来看，<strong>预计2026年一季度行业内销景气度触底后，有望开启全年重点布局窗口。</strong>整车层面，2026年预计为整车估值驱动出海化元年，建议重视出海端带来的利润结构和估值切换，内需寻找“黑马”贡献弹性，出海寻找“龙头”贡献确定性。</p></body></html>","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\" />\n<title>交付量狂飙！车企12月收官榜出炉，车市1月开门红稳了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n交付量狂飙！车企12月收官榜出炉，车市1月开门红稳了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/11\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2026-01-02 05:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>靴子落地利空渐出尽</p></blockquote><p>2025年已落幕，各大车企陆续披露12月销量成绩单，为全年收官。</p><p>从交付表现来看，鸿蒙智行单月交付89611台，零跑交付60423台，小米交付量超5万台紧随其后；蔚来交付48135台创下月度新高，理想、小鹏分别交出44246辆、37508辆的成绩单；极氪也实现突破，月交付量首次迈过3万台门槛。</p><h2 id=\"id_4278095800\" style=\"text-align: left;\">车企12月成绩出炉</h2><p>今日，多家新能源车企相继披露全年及12月交付数据。</p><p>鸿蒙智行12月单月交付89611台，连续三个月创月度交付历史新高；全年累计交付589107台，年同比增长32%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d199a5d98edb2d61aca6fc996475dd62\" tg-width=\"1024\" tg-height=\"670\"/></p><p>零跑汽车12月全系交付60423台，同比增长42%；全年累计交付596555台，同比增幅达103%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6758939c2fa08af5a199390651b51923\" tg-width=\"1000\" tg-height=\"697\"/></p><p>小米汽车12月交付量超5万台，产品矩阵扩张计划同步曝光。据产业端信息，其2026年拟推出4款新车，包括SU7改款、SU7行政版，以及一款增程五座SUV和一款增程七座SUV，其中SU7改款与增程七座SUV计划上半年推出，另外两款则安排在下半年至年底亮相。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/060d0d9e2fca377c2c15fd81636a5378\" tg-width=\"1036\" tg-height=\"630\"/></p><p>蔚来12月交付新车48135台，同比增长54.6%，创下月度交付历史新高；全年累计交付326028台，同比增长46.9%，同样刷新年度交付纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bdc4db2e0f4637882edc656131e5e49\" tg-width=\"1050\" tg-height=\"808\"/></p><p>理想汽车12月交付44246辆，第四季度总交付量达109194辆。截至2025年12月31日，理想汽车历史累计交付量为1,540,215辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f70ca7573a9bdbccdd46e56afc524bff\" tg-width=\"1051\" tg-height=\"778\"/></p><p>小鹏汽车12月交付37508辆，实现同环比双增长；全年累计交付429445辆，同比增幅高达126%，刷新历史年度交付记录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19032dd7e50d90cc0cb47f7e21e6ebf8\" tg-width=\"1054\" tg-height=\"784\"/></p><p>极氪汽车12月交付量首次突破3万台，达30267台，同比增长11.3%、环比增长4.9%，创下月度销量新高；2025年全年累计交付224133台，较2024年实现同比增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e98139d3f88a87dd2d68acfb4d376c0e\" tg-width=\"1048\" tg-height=\"835\"/></p><p>此外，智己汽车2025年销量达81017台，全年销量再创新高；岚图汽车2025年累计交付150169辆，实现交付“十连涨”，同比增长87%。</p><h2 id=\"id_4035533993\" style=\"text-align: left;\">1月有望实现“开门红”</h2><p>2025年底，促消费重磅利好政策密集出台。</p><p>12月30日，国家发展改革委、财政部印发《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》</p><p>紧接着31日，商务部等8部门又发布了《2026年汽车以旧换新补贴实施细则》。其中明确，对报废符合条件旧车并购买新能源乘用车的，最高按新车销售价格的12%给予补贴，补贴金额最高2万元。</p><p>随后，上海、深圳、贵州、海南、黑龙江等地也迅速跟上，陆续推出了当地的配套补贴政策。</p><p>对此，乘联分会秘书长崔东树解读称，<strong>2026年汽车报废更新补贴相关政策超预期，且有利于政策平稳过渡、促进消费升级。</strong>他提到，之前业内有预计2026年政策可能会收缩，车市可能会出现负增长，但2026年由于国家政策给力，会总体拉动销量更好的增长。</p><p>在车市走势判断上，崔东树预计，2026年中国车市将呈现“前低后高”走势，实现“十五五”开局的良好局面。他同时判断，<strong>全年整体车市增速应该高于零增长，且1月份会实现“开门红”的良好走势。</strong></p><p>中国汽车流通协会也给出积极预判，认为此次政策红利将覆盖更广泛消费群体，让更多老旧车型车主切实享受到补贴福利，进而加速老旧车辆迭代更新，充分释放消费潜力。据初步测算，享受补贴的乘用车有望超过1200万辆，拉动新车消费近150万辆，2026年汽车以旧换新政策将惠及比2025年更多的消费者。</p><p>开源证券指出，整车板块预期相对较差的情况或已过去。<strong>预计后续随着2026Q1淡季逐步过去，三四月份开启新品密集发布期，叠加以旧换新政策延续，乘用车需求有望迎来复苏。</strong></p><p>方正证券表示，靴子落地利空渐出尽，关注板块调整后中长期复苏空间。从行业角度来看，<strong>预计2026年一季度行业内销景气度触底后，有望开启全年重点布局窗口。</strong>整车层面，2026年预计为整车估值驱动出海化元年，建议重视出海端带来的利润结构和估值切换，内需寻找“黑马”贡献弹性，出海寻找“龙头”贡献确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"01810":"小米集团-W","09866":"蔚来-SW","02015":"理想汽车-W","09868":"小鹏汽车-W","LI":"理想汽车","09863":"零跑汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://mp.weixin.qq.com/s/qWUMKy7S90X4YD9mwqRDRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178926270","content_text":"靴子落地利空渐出尽2025年已落幕，各大车企陆续披露12月销量成绩单，为全年收官。从交付表现来看，鸿蒙智行单月交付89611台，零跑交付60423台，小米交付量超5万台紧随其后；蔚来交付48135台创下月度新高，理想、小鹏分别交出44246辆、37508辆的成绩单；极氪也实现突破，月交付量首次迈过3万台门槛。车企12月成绩出炉今日，多家新能源车企相继披露全年及12月交付数据。鸿蒙智行12月单月交付89611台，连续三个月创月度交付历史新高；全年累计交付589107台，年同比增长32%。零跑汽车12月全系交付60423台，同比增长42%；全年累计交付596555台，同比增幅达103%。小米汽车12月交付量超5万台，产品矩阵扩张计划同步曝光。据产业端信息，其2026年拟推出4款新车，包括SU7改款、SU7行政版，以及一款增程五座SUV和一款增程七座SUV，其中SU7改款与增程七座SUV计划上半年推出，另外两款则安排在下半年至年底亮相。蔚来12月交付新车48135台，同比增长54.6%，创下月度交付历史新高；全年累计交付326028台，同比增长46.9%，同样刷新年度交付纪录。理想汽车12月交付44246辆，第四季度总交付量达109194辆。截至2025年12月31日，理想汽车历史累计交付量为1,540,215辆。小鹏汽车12月交付37508辆，实现同环比双增长；全年累计交付429445辆，同比增幅高达126%，刷新历史年度交付记录。极氪汽车12月交付量首次突破3万台，达30267台，同比增长11.3%、环比增长4.9%，创下月度销量新高；2025年全年累计交付224133台，较2024年实现同比增长。此外，智己汽车2025年销量达81017台，全年销量再创新高；岚图汽车2025年累计交付150169辆，实现交付“十连涨”，同比增长87%。1月有望实现“开门红”2025年底，促消费重磅利好政策密集出台。12月30日，国家发展改革委、财政部印发《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》紧接着31日，商务部等8部门又发布了《2026年汽车以旧换新补贴实施细则》。其中明确，对报废符合条件旧车并购买新能源乘用车的，最高按新车销售价格的12%给予补贴，补贴金额最高2万元。随后，上海、深圳、贵州、海南、黑龙江等地也迅速跟上，陆续推出了当地的配套补贴政策。对此，乘联分会秘书长崔东树解读称，2026年汽车报废更新补贴相关政策超预期，且有利于政策平稳过渡、促进消费升级。他提到，之前业内有预计2026年政策可能会收缩，车市可能会出现负增长，但2026年由于国家政策给力，会总体拉动销量更好的增长。在车市走势判断上，崔东树预计，2026年中国车市将呈现“前低后高”走势，实现“十五五”开局的良好局面。他同时判断，全年整体车市增速应该高于零增长，且1月份会实现“开门红”的良好走势。中国汽车流通协会也给出积极预判，认为此次政策红利将覆盖更广泛消费群体，让更多老旧车型车主切实享受到补贴福利，进而加速老旧车辆迭代更新，充分释放消费潜力。据初步测算，享受补贴的乘用车有望超过1200万辆，拉动新车消费近150万辆，2026年汽车以旧换新政策将惠及比2025年更多的消费者。开源证券指出，整车板块预期相对较差的情况或已过去。预计后续随着2026Q1淡季逐步过去，三四月份开启新品密集发布期，叠加以旧换新政策延续，乘用车需求有望迎来复苏。方正证券表示，靴子落地利空渐出尽，关注板块调整后中长期复苏空间。从行业角度来看，预计2026年一季度行业内销景气度触底后，有望开启全年重点布局窗口。整车层面，2026年预计为整车估值驱动出海化元年，建议重视出海端带来的利润结构和估值切换，内需寻找“黑马”贡献弹性，出海寻找“龙头”贡献确定性。","news_type":1,"symbols_score_info":{"NIO":2,"XPEV":2,"09866":2,"09863":2,"09868":2,"02015":2,"LI":2,"01810":2}},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506290932863952,"gmtCreate":1764636860988,"gmtModify":1764636863478,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"title":"","htmlText":"昨天看新闻说，中国所有的新能源汽车利润都不急丰台一半，太卷了","listText":"昨天看新闻说，中国所有的新能源汽车利润都不急丰台一半，太卷了","text":"昨天看新闻说，中国所有的新能源汽车利润都不急丰台一半，太卷了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506290932863952","repostId":"2588779862","repostType":2,"repost":{"id":"2588779862","kind":"news","pubTimestamp":1764601860,"share":"https://www.laohu8.com/m/news/2588779862?lang=zh_CN&edition=full","pubTime":"2025-12-01 23:11","market":"hk","language":"zh","title":"利好突袭！暴增112%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2588779862","media":"券商中国","summary":"零跑汽车11月份交付70327辆，同比增长超75%，持续刷新月销纪录，并已连续九个月保持强劲增长态势。赛力斯发布11月份产销快报。小鹏汽车11月份交付新车36728辆，同比增长19%。小米汽车11月份交付量持续超过4万辆。上汽集团披露，11月份整车销量合计46.08万辆。其中，新能源汽车销量20.94万辆，同比增长19.75%。吉利汽车11月份的汽车总销量为31.04万辆，较去年同期增长约24%；其中，极氪品牌11月实现汽车销售量28843辆，同比增长7%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251201231357062v201z7wf7nyo2ll\"/><p>新能源汽车行业传来利好数据！</p><p>12月1日，多家新能源车企发布11月销量“成绩单”。其中，<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>子公司北汽新能源11月销量超3万辆，同比增长112.71%；<a href=\"https://laohu8.com/S/NIO\">蔚来</a>11月交付新车36275辆，同比增长76.3%；<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>11月交付达70327辆，同比增长超75%，持续刷新月销纪录；<a href=\"https://laohu8.com/S/601127\">赛力斯</a>11月新能源汽车销量55203辆，同比增长49.84%，再创历史新高。</p><p>另外，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>11月新能源汽车销量48.02万辆；<a href=\"https://laohu8.com/S/LI\">理想汽车</a>11月交付新车33181辆；<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车11月交付量超过4万辆。</p><p>乘联分会秘书长崔东树发文表示，2025年10月的世界汽车销量达到864万辆，同比增4%，环比增1%。2025年1—10月世界汽车销量7925万辆，同比增长6%。中国汽车的世界份额不断提升，10月中国的世界份额回升到38%的较好水平，较去年提升1个百分点。2024年中国达到世界汽车份额的34.2%；2025年1—10月中国达到世界汽车份额的34.9%，10月份额高于年度份额3个百分点。</p><p>有券商指出，四季度为新能源汽车销售旺季，预计2025年国内新能源汽车销量同比有望保持高增，带动电池和材料需求增长。</p><p><strong>车企11月销量数据披露</strong></p><p>12月1日，北汽蓝谷、<a href=\"https://laohu8.com/S/09927\">赛力斯</a>、<a href=\"https://laohu8.com/S/09866\">蔚来</a>、零跑汽车、<a href=\"https://laohu8.com/S/02015\">理想汽车</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等多家车企披露了11月份的销量及交付数据。</p><p>北汽蓝谷披露，11月份，子公司北汽新能源的产量为31935辆，同比增长180.57%；销量为32328辆，同比增长112.71%；2025年1—11月份，北汽新能源累计产量为17.07万辆，同比增长115.30%；累计销量达17.44万辆，同比增长78.93%。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>11月份交付新车36275辆，同比增长76.3%。其中，蔚来品牌交付新车18393辆；乐道品牌交付新车11794辆；firefly萤火虫品牌交付新车6088辆。截至目前，蔚来公司已累计交付新车94.95万辆。</p><p>零跑汽车11月份交付70327辆，同比增长超75%，持续刷新月销纪录，并已连续九个月保持强劲增长态势。此前披露的财报显示，零跑汽车第三季度实现<span>营业收入</span>194.5亿元，较2024年同期增长97.3%，毛利率提升至14.5%，并保持正向<span>经营现金流</span>与<span>自由现金流</span>。</p><p>赛力斯发布11月份产销快报。数据显示，赛力斯新能源汽车11月销量55203辆，同比增长49.84%，再创历史新高；今年1—11月累计销量达41.13万辆。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>11月份交付新车36728辆，同比增长19%。2025年1—11月，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>累计交付39.19万辆，同比增长156%。</p><p>理想汽车11月份交付新车33181辆。截至2025年11月30日，理想汽车历史累计交付量为149.6万辆。公司预计，理想i6的月产能将在明年初提升至2万辆，OTA8.1预计于2025年12月初推送。</p><p><a href=\"https://laohu8.com/S/01810\">小米</a>汽车11月份交付量持续超过4万辆。数据来源于<a href=\"https://laohu8.com/S/81810\">小米</a>汽车数据中心，统计时间为2025年11月1日0点至11月30日24点，以全系整车实际交付为口径。</p><p><a href=\"https://laohu8.com/S/01211\">比亚迪</a>11月份新能源汽车销量48.02万辆；2025年1—11月累计销量418.2万辆，同比增长11.3%。公司2025年11月新能源汽车动力电池及储能电池装机总量约为27.669GWh，2025年累计装机总量约为258.282GWh。</p><p><a href=\"https://laohu8.com/S/600104\">上汽集团</a>披露，11月份整车销量合计46.08万辆。其中，新能源汽车销量20.94万辆，同比增长19.75%。公司2025年1—11月份累计实现整车销量410.81万辆，同比增长16.38%。</p><p><a href=\"https://laohu8.com/S/00175\">吉利汽车</a>11月份的汽车总销量为31.04万辆，较去年同期增长约24%；其中，<a href=\"https://laohu8.com/S/ZK\">极氪</a>品牌11月实现汽车销售量28843辆，同比增长7%。</p><p><a href=\"https://laohu8.com/S/601633\">长城汽车</a>11月份汽车销量为13.32万辆，同比增长4.57%；11月新能源汽车销量为40113辆。2025年1—11月，<a href=\"https://laohu8.com/S/02333\">长城汽车</a>累计销量为119.965万辆，同比增长9.26%。</p><p><strong>行业利好消息不断</strong></p><p>近日，财政部、工业和信息化部联合发布《新能源汽车政府采购需求标准（征求意见稿）》（以下简称《意见》）。《意见》要求，采购人应当加强公务用车政府采购需求管理，结合实际使用需要，带头使用新能源汽车。</p><p>《意见》同时明确采购的新能源汽车种类，包括纯电动汽车、插电式混合动力（含增程式）汽车、燃料电池（氢能）汽车。这意味着，燃料电池汽车被纳入政府采购目录。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>指出，新能源汽车政府采购政策支持力度持续加码，从2024年12月要求年度公务用车采购总量中新能源汽车占比原则上不低于30%，到2025年3月将氢燃料电池公交车纳入新能源城市公交车更新补贴范围，每辆更新车辆平均补贴8万元，再到本次《意见》，新能源汽车和燃料电池行业迎来持续政策利好。</p><p>上述券商指出，在国家层面政策规范与补贴引导下，地方政府及相关国企也频繁推出燃料电池汽车大额采购项目。当前，燃料电池行业尚处于商业化的初期阶段，市场的产销规模总体偏小。政府直接采购，不仅是燃料电池汽车行业的重要政策助力，也带来订单增长、技术升级等多方面的正向推动。</p><p>另外，中国汽车工业协会近日发布的数据显示，10月份，我国新能源汽车月销量171.5万辆，同比增长20%，单月销量在汽车新车月度总销量中的占比达到51.6%，首次超过50%。这意味着，在我国，新能源汽车对传统燃油汽车的替代迈入新阶段。</p><p>湘财证券指出，渗透率跨越50%的同时，新能源汽车销量增速仍保持20%以上，显示行业已由补贴驱动过渡到市场驱动。原材料价格回落、电池成本下降使整车价格持续下探，叠加油价高企、充电基础设施三年行动计划加快落地，使用端经济性凸显。车企自研电池、操作系统和域控制器，形成垂直整合优势，进一步摊薄成本并缩短迭代周期，为销量持续扩张提供内生动力。</p><p>投资建议方面，湘财证券指出，随着智能化技术的加速落地，部分车企凭借领先的智能驾驶与智能座舱技术，正处于新品周期与技术周期的共振阶段，有望推动销量持续增长。同时，政策对汽车消费的持续支持，以及新能源汽车渗透率的不断提升，为整车企业提供了广阔的市场空间。</p><p>在零部件领域，智能化零部件如智能座舱、HUD、线控制动等的渗透率正快速提升，相关企业有望充分受益。此外，新能源汽车的快速发展也带动了动力电池、电驱动系统等零部件的需求增长。同时，具备全球竞争力的零部件企业，有望在国产替代和全球化进程中实现份额提升。总体而言，汽车及零部件行业在智能化、电动化和全球趋势化的背景下投资机会显著，上述券商建议关注相关领域的优质企业。</p><p>（文章来源：券商中国）</p></article></body></html>","source":"tencent","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\" />\n<title>利好突袭！暴增112%！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n利好突袭！暴增112%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-01 23:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201231357a4c61285&s=b><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新能源汽车行业传来利好数据！12月1日，多家新能源车企发布11月销量“成绩单”。其中，北汽蓝谷子公司北汽新能源11月销量超3万辆，同比增长112.71%；蔚来11月交付新车36275辆，同比增长76.3%；零跑汽车11月交付达70327辆，同比增长超75%，持续刷新月销纪录；赛力斯11月新能源汽车销量55203辆，同比增长49.84%，再创历史新高。另外，比亚迪11月新能源汽车销量48.02万辆；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201231357a4c61285&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA 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SGD-H","LU0594300419.USD":"富达中国消费基金A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201231357a4c61285&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588779862","content_text":"新能源汽车行业传来利好数据！12月1日，多家新能源车企发布11月销量“成绩单”。其中，北汽蓝谷子公司北汽新能源11月销量超3万辆，同比增长112.71%；蔚来11月交付新车36275辆，同比增长76.3%；零跑汽车11月交付达70327辆，同比增长超75%，持续刷新月销纪录；赛力斯11月新能源汽车销量55203辆，同比增长49.84%，再创历史新高。另外，比亚迪11月新能源汽车销量48.02万辆；理想汽车11月交付新车33181辆；小米汽车11月交付量超过4万辆。乘联分会秘书长崔东树发文表示，2025年10月的世界汽车销量达到864万辆，同比增4%，环比增1%。2025年1—10月世界汽车销量7925万辆，同比增长6%。中国汽车的世界份额不断提升，10月中国的世界份额回升到38%的较好水平，较去年提升1个百分点。2024年中国达到世界汽车份额的34.2%；2025年1—10月中国达到世界汽车份额的34.9%，10月份额高于年度份额3个百分点。有券商指出，四季度为新能源汽车销售旺季，预计2025年国内新能源汽车销量同比有望保持高增，带动电池和材料需求增长。车企11月销量数据披露12月1日，北汽蓝谷、赛力斯、蔚来、零跑汽车、理想汽车、比亚迪等多家车企披露了11月份的销量及交付数据。北汽蓝谷披露，11月份，子公司北汽新能源的产量为31935辆，同比增长180.57%；销量为32328辆，同比增长112.71%；2025年1—11月份，北汽新能源累计产量为17.07万辆，同比增长115.30%；累计销量达17.44万辆，同比增长78.93%。蔚来11月份交付新车36275辆，同比增长76.3%。其中，蔚来品牌交付新车18393辆；乐道品牌交付新车11794辆；firefly萤火虫品牌交付新车6088辆。截至目前，蔚来公司已累计交付新车94.95万辆。零跑汽车11月份交付70327辆，同比增长超75%，持续刷新月销纪录，并已连续九个月保持强劲增长态势。此前披露的财报显示，零跑汽车第三季度实现营业收入194.5亿元，较2024年同期增长97.3%，毛利率提升至14.5%，并保持正向经营现金流与自由现金流。赛力斯发布11月份产销快报。数据显示，赛力斯新能源汽车11月销量55203辆，同比增长49.84%，再创历史新高；今年1—11月累计销量达41.13万辆。小鹏汽车11月份交付新车36728辆，同比增长19%。2025年1—11月，小鹏汽车累计交付39.19万辆，同比增长156%。理想汽车11月份交付新车33181辆。截至2025年11月30日，理想汽车历史累计交付量为149.6万辆。公司预计，理想i6的月产能将在明年初提升至2万辆，OTA8.1预计于2025年12月初推送。小米汽车11月份交付量持续超过4万辆。数据来源于小米汽车数据中心，统计时间为2025年11月1日0点至11月30日24点，以全系整车实际交付为口径。比亚迪11月份新能源汽车销量48.02万辆；2025年1—11月累计销量418.2万辆，同比增长11.3%。公司2025年11月新能源汽车动力电池及储能电池装机总量约为27.669GWh，2025年累计装机总量约为258.282GWh。上汽集团披露，11月份整车销量合计46.08万辆。其中，新能源汽车销量20.94万辆，同比增长19.75%。公司2025年1—11月份累计实现整车销量410.81万辆，同比增长16.38%。吉利汽车11月份的汽车总销量为31.04万辆，较去年同期增长约24%；其中，极氪品牌11月实现汽车销售量28843辆，同比增长7%。长城汽车11月份汽车销量为13.32万辆，同比增长4.57%；11月新能源汽车销量为40113辆。2025年1—11月，长城汽车累计销量为119.965万辆，同比增长9.26%。行业利好消息不断近日，财政部、工业和信息化部联合发布《新能源汽车政府采购需求标准（征求意见稿）》（以下简称《意见》）。《意见》要求，采购人应当加强公务用车政府采购需求管理，结合实际使用需要，带头使用新能源汽车。《意见》同时明确采购的新能源汽车种类，包括纯电动汽车、插电式混合动力（含增程式）汽车、燃料电池（氢能）汽车。这意味着，燃料电池汽车被纳入政府采购目录。中信建投指出，新能源汽车政府采购政策支持力度持续加码，从2024年12月要求年度公务用车采购总量中新能源汽车占比原则上不低于30%，到2025年3月将氢燃料电池公交车纳入新能源城市公交车更新补贴范围，每辆更新车辆平均补贴8万元，再到本次《意见》，新能源汽车和燃料电池行业迎来持续政策利好。上述券商指出，在国家层面政策规范与补贴引导下，地方政府及相关国企也频繁推出燃料电池汽车大额采购项目。当前，燃料电池行业尚处于商业化的初期阶段，市场的产销规模总体偏小。政府直接采购，不仅是燃料电池汽车行业的重要政策助力，也带来订单增长、技术升级等多方面的正向推动。另外，中国汽车工业协会近日发布的数据显示，10月份，我国新能源汽车月销量171.5万辆，同比增长20%，单月销量在汽车新车月度总销量中的占比达到51.6%，首次超过50%。这意味着，在我国，新能源汽车对传统燃油汽车的替代迈入新阶段。湘财证券指出，渗透率跨越50%的同时，新能源汽车销量增速仍保持20%以上，显示行业已由补贴驱动过渡到市场驱动。原材料价格回落、电池成本下降使整车价格持续下探，叠加油价高企、充电基础设施三年行动计划加快落地，使用端经济性凸显。车企自研电池、操作系统和域控制器，形成垂直整合优势，进一步摊薄成本并缩短迭代周期，为销量持续扩张提供内生动力。投资建议方面，湘财证券指出，随着智能化技术的加速落地，部分车企凭借领先的智能驾驶与智能座舱技术，正处于新品周期与技术周期的共振阶段，有望推动销量持续增长。同时，政策对汽车消费的持续支持，以及新能源汽车渗透率的不断提升，为整车企业提供了广阔的市场空间。在零部件领域，智能化零部件如智能座舱、HUD、线控制动等的渗透率正快速提升，相关企业有望充分受益。此外，新能源汽车的快速发展也带动了动力电池、电驱动系统等零部件的需求增长。同时，具备全球竞争力的零部件企业，有望在国产替代和全球化进程中实现份额提升。总体而言，汽车及零部件行业在智能化、电动化和全球趋势化的背景下投资机会显著，上述券商建议关注相关领域的优质企业。（文章来源：券商中国）","news_type":1,"symbols_score_info":{"81810":0.6,"01211":0.9,"09866":0.9,"09868":0.9,"09927":0.9,"01810":0.9,"02333":0.9,"09863":0.9,"02015":0.9,"HXXD.SI":0.6,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497126982959992,"gmtCreate":1762392197852,"gmtModify":1762392200296,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"title":"","htmlText":"比亚迪产品线太多了，王朝系列+海洋系列，一共几十款车型。 价格从几十万到几万不等。 这是别的车企没法比的","listText":"比亚迪产品线太多了，王朝系列+海洋系列，一共几十款车型。 价格从几十万到几万不等。 这是别的车企没法比的","text":"比亚迪产品线太多了，王朝系列+海洋系列，一共几十款车型。 价格从几十万到几万不等。 这是别的车企没法比的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497126982959992","repostId":"2581793097","repostType":2,"repost":{"id":"2581793097","kind":"news","pubTimestamp":1762296772,"share":"https://www.laohu8.com/m/news/2581793097?lang=zh_CN&edition=full","pubTime":"2025-11-05 06:52","market":"us","language":"zh","title":"10月新能源汽车厂商销量一览：至少14家创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2581793097","media":"快科技","summary":"快科技11月5日消息，乘联分会公布了2025年10月新能源乘用车批发销量榜单。10月，吉利汽车、长安汽车、奇瑞汽车、零跑汽车、赛力斯汽车、东风汽车、长城汽车、小鹏汽车、蔚来汽车、极狐汽车、一汽奔腾、智己汽车、广汽丰田、长安马自达等厂商的新能源批发销量创出历年各月历史新高。而上汽通用五菱、上汽乘用车、北京现代等车企也创出历年各月历史月度次新高的优异表现。","content":"<html><body><article><p>快科技11月5日消息，乘联分会公布了2025年10月新能源乘用车批发销量榜单。</p><p><strong>10月，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/09973\">奇瑞汽车</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>汽车、东风汽车、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、极狐汽车、一汽奔腾、智己汽车、广汽丰田、长安马自达等厂商的新能源批发销量创出历年各月历史新高。</strong></p><p>而<a href=\"https://laohu8.com/S/600104\">上汽</a>通用五菱、上汽乘用车、北京现代等车企也创出历年各月历史月度次新高的优异表现。</p><p><strong><a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>以436856辆的批发销量断层式领跑</strong>，较第二名吉利汽车（177882辆）拉开超25万辆的差距，继续巩固“新能源一哥”地位。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251105065815882d201zd1tdahhg52\"/><p>新势力阵营表现尤为亮眼，<strong>零跑汽车以70289辆跻身第一梯队</strong>，小鹏（42013辆）、<a href=\"https://laohu8.com/S/09866\">蔚来</a>（40397辆）均实现稳定增长，而<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车也交出40000辆+的成绩单，成为新能源赛道最受瞩目的“新玩家”。</p><p>传统车企转型成果显著，吉利、上汽通用五菱、长安、奇瑞均突破10万辆大关，其中吉利以近17.8万辆的成绩稳居第二，在混动和纯电领域的双线布局成效显著。</p><p>特斯拉中国交付61497辆，保持高端市场竞争力；赛力斯汽车凭借问界的热卖交付48700辆，增长势头迅猛。</p><img src=\"https://img1.mydrivers.com/img/20251105/s_114ba4f4aba54d6f84c917a721781e40.png\"/></article></body></html>","source":"tencent","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\" />\n<title>10月新能源汽车厂商销量一览：至少14家创历史新高</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n10月新能源汽车厂商销量一览：至少14家创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 06:52 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105065838a6e16ca0&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月5日消息，乘联分会公布了2025年10月新能源乘用车批发销量榜单。10月，吉利汽车、长安汽车、奇瑞汽车、零跑汽车、赛力斯汽车、东风汽车、长城汽车、小鹏汽车、蔚来汽车、极狐汽车、一汽奔腾、智己汽车、广汽丰田、长安马自达等厂商的新能源批发销量创出历年各月历史新高。而上汽通用五菱、上汽乘用车、北京现代等车企也创出历年各月历史月度次新高的优异表现。比亚迪以436856辆的批发销量断层式领跑，较...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105065838a6e16ca0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSYW.SI":"TESLA 3xLongSG261006","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl 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INC","BK4598":"佩洛西持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251105065838a6e16ca0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2581793097","content_text":"快科技11月5日消息，乘联分会公布了2025年10月新能源乘用车批发销量榜单。10月，吉利汽车、长安汽车、奇瑞汽车、零跑汽车、赛力斯汽车、东风汽车、长城汽车、小鹏汽车、蔚来汽车、极狐汽车、一汽奔腾、智己汽车、广汽丰田、长安马自达等厂商的新能源批发销量创出历年各月历史新高。而上汽通用五菱、上汽乘用车、北京现代等车企也创出历年各月历史月度次新高的优异表现。比亚迪以436856辆的批发销量断层式领跑，较第二名吉利汽车（177882辆）拉开超25万辆的差距，继续巩固“新能源一哥”地位。新势力阵营表现尤为亮眼，零跑汽车以70289辆跻身第一梯队，小鹏（42013辆）、蔚来（40397辆）均实现稳定增长，而小米汽车也交出40000辆+的成绩单，成为新能源赛道最受瞩目的“新玩家”。传统车企转型成果显著，吉利、上汽通用五菱、长安、奇瑞均突破10万辆大关，其中吉利以近17.8万辆的成绩稳居第二，在混动和纯电领域的双线布局成效显著。特斯拉中国交付61497辆，保持高端市场竞争力；赛力斯汽车凭借问界的热卖交付48700辆，增长势头迅猛。","news_type":1,"symbols_score_info":{"09868":0.9,"09866":0.9,"TSYW.SI":0.6,"09973":0.9,"09927":0.9,"01211":0.9,"00175":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484044822565240,"gmtCreate":1759203470973,"gmtModify":1759203473434,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"为什么美团的股票掉到了100，阿里的却涨到了170[流泪] ","listText":"为什么美团的股票掉到了100，阿里的却涨到了170[流泪] ","text":"为什么美团的股票掉到了100，阿里的却涨到了170[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/484044822565240","repostId":"2571794395","repostType":2,"repost":{"id":"2571794395","kind":"news","pubTimestamp":1759196704,"share":"https://www.laohu8.com/m/news/2571794395?lang=zh_CN&edition=full","pubTime":"2025-09-30 09:45","market":"hk","language":"zh","title":"数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！","url":"https://stock-news.laohu8.com/highlight/detail?id=2571794395","media":"锐艺商业","summary":"运力，才是即时零售战场上最硬的通货。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。其中，美团全职骑手APP以人均每日290分钟高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。即时零售的本质，是“零售”与“即时物流”的深度融合。","content":"<html><body><article><p>运力，才是即时零售战场上最硬的通货。</p><p>近日，随着<a href=\"https://laohu8.com/S/BABA\">阿里</a>掌门人蒋凡公开表示“<a href=\"https://laohu8.com/S/09988\">阿里</a>市场份额已实现领先”，而<a href=\"https://laohu8.com/S/MPNGY\">美团</a>大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930101448829v163z4y92juhs6h\"/><p>大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？</p><p>口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。</p><p>毕竟，订单最终要靠骑手的一单一跑来完成。骑手在哪里聚集，哪里活跃度最高，订单的源头就在哪里。</p><p>我们不妨抛开公关话术，直接看向第三方数据机构QM的骑手APP洞察。这组数据，或许能为我们拨开迷雾。</p><p>///</p><p>运力不会说谎：<a href=\"https://laohu8.com/S/03690\">美团</a>的骑手生态依然“底盘”稳固</p><p>数据是最客观的裁判。8月份的数据显示：</p><p>1、在骑手规模上</p><p>主打众包模式的美团骑手APP，日活跃用户（DAU）高达490万。这个数字是什么概念？</p><p>它是阿里旗下“蜂鸟众包”APP的2倍，更是<a href=\"https://laohu8.com/S/JD\">京东</a>到家骑手APP的3倍。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。</p><p>2、在骑手粘性上</p><p>衡量骑手投入程度的“人均单日使用时长”指标，美团同样领先。其中，美团全职骑手APP以人均每日290分钟（近5小时）高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。</p><p>这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。更多的骑手意味着更广泛的覆盖和更快的响应速度；更长的在线时长则意味着运力池更稳定、更可靠。这直接决定了平台履约能力的上限。</p><p>///</p><p>深度解析：为何“运力”是决胜负的关键？</p><p>即时零售的本质，是“零售”与“即时物流”的深度融合。商品可以整合，流量可以购买，但一张高效、密集、响应迅速的即时配送网络，绝非一朝一夕可以<a href=\"https://laohu8.com/S/01630\">建成</a>。</p><p>1、美团的“高频打低频”逻辑依然有效</p><p>外卖是最高频的即时零售需求，它像一条永不干涸的河流，滋养着庞大的骑手队伍。基于外卖建立的运力网络，可以近乎零成本地复用给鲜花、药品、零食等零售业务，形成强大的协同效应。</p><p>阿里（饿了么）虽然也在努力拓展非餐业务，但其在外卖基本盘上相对弱势，导致其运力网络的“活水”来源不如美团充沛。</p><p>2、“众包+专送”双轮驱动的生态优势</p><p>数据显示中，美团无论是众包骑手的活跃度还是专送骑手的忠诚度都表现优异。这种混合模式兼具了弹性（应对波峰波谷）和稳定性（保障核心商圈和服务质量），构成了一个更有韧性的运力生态系统。</p><p>3、从“送外卖”到“送万物”，信任的迁移</p><p>用户对“准时”的极度敏感，培养出了对配送平台的信任。当用户想买一瓶水、一盒电池时，他本能会选择那个最能“准时”送到外卖的平台。这种由高频服务建立的信任感，会自然迁移到低频但更广阔的即时零售场景中。</p><p>///</p><p>领跑者依然是美团，但战争远未结束</p><p>蒋凡的“领先”宣言，并非空穴来风。它反映了阿里在整合饿了么、淘鲜达、盒马等资源后，在SKU丰富度、品牌商合作和流量导入上取得的显著进展。京东则依托其强大的供应链基础，在3C、家电等品类上具有独特优势。</p><p>然而，当前的战局表明，美团凭借其根深蒂固的运力网络和用户心智，在即时零售的“即时”这一核心维度上，依然保持着领跑地位。</p><p>王莆中的“不吭声”，或许正是一种基于实力沉淀的自信，因为数据已经替他发声。</p><p>未来的竞争，将是“商品力”与“履约力”的双重比拼。阿里、京东需要思考如何补足运力网络的短板；而美团则需要证明自己不仅能“送得快”，还能“货更全”、“价更优”。</p><p>那么，对于未来，你更看好谁呢？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 09:45 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b><strong>锐艺商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>运力，才是即时零售战场上最硬的通货。近日，随着阿里掌门人蒋凡公开表示“阿里市场份额已实现领先”，而美团大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。毕竟，订单最终要靠骑手的一单一跑来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","89988":"阿里巴巴-WR","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","09988":"阿里巴巴-W","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) 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JAPAN EQUITY PTF(AD","BK1583":"高瓴概念","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","MPNGY":"美团ADR","HMTD.SI":"Meituan HK SDR 5to1","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571794395","content_text":"运力，才是即时零售战场上最硬的通货。近日，随着阿里掌门人蒋凡公开表示“阿里市场份额已实现领先”，而美团大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。毕竟，订单最终要靠骑手的一单一跑来完成。骑手在哪里聚集，哪里活跃度最高，订单的源头就在哪里。我们不妨抛开公关话术，直接看向第三方数据机构QM的骑手APP洞察。这组数据，或许能为我们拨开迷雾。///运力不会说谎：美团的骑手生态依然“底盘”稳固数据是最客观的裁判。8月份的数据显示：1、在骑手规模上主打众包模式的美团骑手APP，日活跃用户（DAU）高达490万。这个数字是什么概念？它是阿里旗下“蜂鸟众包”APP的2倍，更是京东到家骑手APP的3倍。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。2、在骑手粘性上衡量骑手投入程度的“人均单日使用时长”指标，美团同样领先。其中，美团全职骑手APP以人均每日290分钟（近5小时）高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。更多的骑手意味着更广泛的覆盖和更快的响应速度；更长的在线时长则意味着运力池更稳定、更可靠。这直接决定了平台履约能力的上限。///深度解析：为何“运力”是决胜负的关键？即时零售的本质，是“零售”与“即时物流”的深度融合。商品可以整合，流量可以购买，但一张高效、密集、响应迅速的即时配送网络，绝非一朝一夕可以建成。1、美团的“高频打低频”逻辑依然有效外卖是最高频的即时零售需求，它像一条永不干涸的河流，滋养着庞大的骑手队伍。基于外卖建立的运力网络，可以近乎零成本地复用给鲜花、药品、零食等零售业务，形成强大的协同效应。阿里（饿了么）虽然也在努力拓展非餐业务，但其在外卖基本盘上相对弱势，导致其运力网络的“活水”来源不如美团充沛。2、“众包+专送”双轮驱动的生态优势数据显示中，美团无论是众包骑手的活跃度还是专送骑手的忠诚度都表现优异。这种混合模式兼具了弹性（应对波峰波谷）和稳定性（保障核心商圈和服务质量），构成了一个更有韧性的运力生态系统。3、从“送外卖”到“送万物”，信任的迁移用户对“准时”的极度敏感，培养出了对配送平台的信任。当用户想买一瓶水、一盒电池时，他本能会选择那个最能“准时”送到外卖的平台。这种由高频服务建立的信任感，会自然迁移到低频但更广阔的即时零售场景中。///领跑者依然是美团，但战争远未结束蒋凡的“领先”宣言，并非空穴来风。它反映了阿里在整合饿了么、淘鲜达、盒马等资源后，在SKU丰富度、品牌商合作和流量导入上取得的显著进展。京东则依托其强大的供应链基础，在3C、家电等品类上具有独特优势。然而，当前的战局表明，美团凭借其根深蒂固的运力网络和用户心智，在即时零售的“即时”这一核心维度上，依然保持着领跑地位。王莆中的“不吭声”，或许正是一种基于实力沉淀的自信，因为数据已经替他发声。未来的竞争，将是“商品力”与“履约力”的双重比拼。阿里、京东需要思考如何补足运力网络的短板；而美团则需要证明自己不仅能“送得快”，还能“货更全”、“价更优”。那么，对于未来，你更看好谁呢？","news_type":1,"symbols_score_info":{"83690":0.9,"89988":0.6,"METmain":0.6,"HMTD.SI":0.6,"MPNGY":0.6,"09988":0.9,"ALBmain":0.6,"03690":0.9,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":4209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4212141768207040","authorId":"4212141768207040","name":"三十功名尘与土_1429","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4212141768207040","authorIdStr":"4212141768207040"},"content":"因为阿里管理层会做市值营销，讲故事，一个月基本推出来的新闻消息都不带停的 [笑哭]","text":"因为阿里管理层会做市值营销，讲故事，一个月基本推出来的新闻消息都不带停的 [笑哭]","html":"因为阿里管理层会做市值营销，讲故事，一个月基本推出来的新闻消息都不带停的 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483515237732816,"gmtCreate":1759074760593,"gmtModify":1759074762775,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"完全可以。蔚来也是靠乐道翻盘的。","listText":"完全可以。蔚来也是靠乐道翻盘的。","text":"完全可以。蔚来也是靠乐道翻盘的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483515237732816","repostId":"2570463846","repostType":2,"repost":{"id":"2570463846","kind":"news","pubTimestamp":1759052614,"share":"https://www.laohu8.com/m/news/2570463846?lang=zh_CN&edition=full","pubTime":"2025-09-28 17:43","market":"us","language":"zh","title":"从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2570463846","media":"Ofweek维科网","summary":"2023年，理想汽车交付量达37.6万辆，同比激增182.2%，营收首次突破千亿大关，一举奠定新势力头部地位。2025年，理想汽车的增长压力全面显现。从 “款款爆款” 到全线承压，理想急需一款重磅产品稳住市场信心。9 月 26 日上市的理想 i6，由此肩负起 “破局者” 的使命。理想 i6 能否成为扭转颓势的 “救世主”？原文标题 : 从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？","content":"<html><body><article><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>的发展轨迹始终与 “家庭用户” 标签深度绑定：产品始于理想ONE的市场验证，真正爆发则依托L系列车型的精准卡位。</p><p>2023年，<a href=\"https://laohu8.com/S/02015\">理想汽车</a>交付量达37.6万辆，同比激增182.2%，营收首次突破千亿大关，一举奠定新势力头部地位。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250928174338397d2063aa2pcdjuev\"/><p>即便2024年增速放缓至33%，仍以 50 万辆的交付成绩完成年度目标，全年营收攀升至 1445 亿元，成为其发展史上的重要里程碑，但这份 “<a href=\"https://laohu8.com/S/002296\">辉煌</a>” 背后已暗藏隐忧，<span>净利润</span>同比下滑31.9% 至80亿元，且随着竞争对手纷纷加码家庭用车市场，其优势阵地逐渐面临挤压。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250928174348292d2060p08ckds2ku\"/><p>2025年，理想汽车的增长压力全面显现。不仅增速进一步回落，二季度更出现营收与净利润双双下滑的局面，距离年度目标的差距持续拉大。</p><p>作为新势力中首家实现盈利的企业，若此态势延续，不仅目标恐难达成，甚至可能再度陷入亏损。</p><p>面对危机，理想汽车的自救行动早已启动，而核心方向便是从增程式向纯电赛道的转型。</p><p>理想MEGA曾被寄予纯电转型的 “破冰厚望”，但 2024 年上市后便遭遇销量滑铁卢。</p><p>现在再来看这款高端MPV的失利原因，可以归结为三重关键点：其一，高端MPV细分市场容量远小于预期。</p><p>其二，对纯电市场的核心痛点把握不足，彼时充电设施布局尚未完善，难以缓解用户补能焦虑。</p><p>其三，公司运营体系未能支撑起千亿级市场的纯电产品运作。</p><p>此外，前卫却小众的外观设计、缺少后轮转向等配置短板，也让其错失不少潜在用户。这款承载转型希望的车型最终未能突破，使理想汽车的纯电之路陷入瓶颈。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member12888/202509/wx_article__895afee9891c653b75370f40bde1bcee.jpg\"/><p>紧急补位的理想 i8，更像是仓促应战的产物。</p><p>7 月底上市时推出 Pro、Max、Ultra 三个版本，售价覆盖 32.18 万 - 36.98 万元，但其配置策略引发广泛争议：低配版本砍掉了理想标志性的二排娱乐屏与智能冰箱，且与高配车型仅差 2-4 万元，被用户吐槽 “丢掉了核心优势”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250928174410227d206o4ra1bzn99p\"/><p>迫于市场压力，理想在 8 月 5 日紧急调整策略：取消 Pro 与 Ultra 版本，仅保留 Max 版并降价 1000 元至 33.98 万元，同时赠送价值 1 万元的铂金音响，将后排娱乐屏套装设为选装。</p><p>即便诚意加码，这款车的市场表现仍未达预期 ——8 月首个完整交付月仅售 2212 辆，成为销量拖后腿的车型。</p><p>同期销量数据更能反映理想的困境：2025 年 8 月，曾创下单月 2.7 万辆峰值的 L6 销量降至 11217 辆，同比下滑 54.95%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250928174425332d206vs0dgkwgija\"/><p>理想L7、L8、L9 分别交付 5381 辆、2639 辆、3959 辆，较 2023 年的 “月销过万” 巅峰状态近乎腰斩。</p><p>此前低迷的 MEGA 虽实现销量翻倍，但 3121 辆的成绩仍难担爆款重任。从 “款款爆款” 到全线承压，理想急需一款重磅产品稳住市场信心。</p><p>9 月 26 日上市的理想 i6，由此肩负起 “破局者” 的使命。吸取此前教训，理想此次采用极简策略：仅推出一款车型，官方指导价 24.98 万元，首销期叠加 1 万元现金减免，还免费赠送双腔魔毯空悬、智能冷暖冰箱、全车静音电吸门三大核心配置，直接拉满性价比。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250928174432966d206aou24up4flm\"/><p>对比主要竞品<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> Model 3/Y（26.35 万 - 33.9 万元）与<a href=\"https://laohu8.com/S/XIACY\">小米</a> SU7（25.35 万 - 32.99 万元），理想 i6 在价格与配置组合上形成显著优势。更关键的是，这款车并非 “期货”，上市次日便启动交付，展现出成熟的生产调度能力。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member12888/202509/wx_article__0ea0292c13c839d2f3f6f3bc82af1420.jpg\"/><p>理想 i6 的底气，还来自于补能体系的快速完善。2025 年 6 月至 9 月，理想超充站数量从 2451 座激增至 3219 座，3 个月新增 768 座，相当于行业第二名 2024 年全年的建站总量。</p><p>其中 100 余座全 5C 超充站覆盖高速干线、城市商圈与县域市场，实现 “300 公里内找到超充站” 的概率达 91%，充电等待时间从 18 分钟缩短至 5.3 分钟。</p><p>数据显示，在超充覆盖城市，理想市占率达 27%，远超非覆盖城市的 14%，且 62% 的新用户将 “3 公里内有超充站” 列为购车首要条件。这套 “桩 - 车 - 电池” 协同的补能生态，恰好弥补了此前纯电车型的短板。</p><p>但爆款的诞生从来不是 “性价比 + 补能” 就能决定的。理想 i6 需面对的，是特斯拉的品牌积淀、<a href=\"https://laohu8.com/S/01810\">小米</a>的生态协同，以及自身纯电产品力尚未完全验证的现状。</p><p>不过，从 L 系列积累的 68% 高复购率，到补能网络构建的竞争壁垒，理想仍手握关键筹码。</p><p>理想 i6 能否成为扭转颓势的 “救世主”？答案或许仍需市场检验，但可以肯定的是，这款凝聚了教训与诚意的车型，连同快速铺开的超充网络，正在成为理想汽车走出销量低迷期的重要赌注。这场从增程王者到纯电玩家的转型攻坚战，才刚刚进入关键回合。</p><p>原文标题 : 从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？</p></article></body></html>","source":"tencent","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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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-28 17:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092817445797aec754&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想汽车的发展轨迹始终与 “家庭用户” 标签深度绑定：产品始于理想ONE的市场验证，真正爆发则依托L系列车型的精准卡位。2023年，理想汽车交付量达37.6万辆，同比激增182.2%，营收首次突破千亿大关，一举奠定新势力头部地位。即便2024年增速放缓至33%，仍以 50 万辆的交付成绩完成年度目标，全年营收攀升至 1445 亿元，成为其发展史上的重要里程碑，但这份 “辉煌” 背后已暗藏隐忧，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092817445797aec754&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02015":"理想汽车-W","BK4588":"碎股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","LI":"理想汽车","BK4503":"景林资产持仓","BK4555":"新能源车","BK4551":"寇图资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092817445797aec754&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570463846","content_text":"理想汽车的发展轨迹始终与 “家庭用户” 标签深度绑定：产品始于理想ONE的市场验证，真正爆发则依托L系列车型的精准卡位。2023年，理想汽车交付量达37.6万辆，同比激增182.2%，营收首次突破千亿大关，一举奠定新势力头部地位。即便2024年增速放缓至33%，仍以 50 万辆的交付成绩完成年度目标，全年营收攀升至 1445 亿元，成为其发展史上的重要里程碑，但这份 “辉煌” 背后已暗藏隐忧，净利润同比下滑31.9% 至80亿元，且随着竞争对手纷纷加码家庭用车市场，其优势阵地逐渐面临挤压。2025年，理想汽车的增长压力全面显现。不仅增速进一步回落，二季度更出现营收与净利润双双下滑的局面，距离年度目标的差距持续拉大。作为新势力中首家实现盈利的企业，若此态势延续，不仅目标恐难达成，甚至可能再度陷入亏损。面对危机，理想汽车的自救行动早已启动，而核心方向便是从增程式向纯电赛道的转型。理想MEGA曾被寄予纯电转型的 “破冰厚望”，但 2024 年上市后便遭遇销量滑铁卢。现在再来看这款高端MPV的失利原因，可以归结为三重关键点：其一，高端MPV细分市场容量远小于预期。其二，对纯电市场的核心痛点把握不足，彼时充电设施布局尚未完善，难以缓解用户补能焦虑。其三，公司运营体系未能支撑起千亿级市场的纯电产品运作。此外，前卫却小众的外观设计、缺少后轮转向等配置短板，也让其错失不少潜在用户。这款承载转型希望的车型最终未能突破，使理想汽车的纯电之路陷入瓶颈。紧急补位的理想 i8，更像是仓促应战的产物。7 月底上市时推出 Pro、Max、Ultra 三个版本，售价覆盖 32.18 万 - 36.98 万元，但其配置策略引发广泛争议：低配版本砍掉了理想标志性的二排娱乐屏与智能冰箱，且与高配车型仅差 2-4 万元，被用户吐槽 “丢掉了核心优势”。迫于市场压力，理想在 8 月 5 日紧急调整策略：取消 Pro 与 Ultra 版本，仅保留 Max 版并降价 1000 元至 33.98 万元，同时赠送价值 1 万元的铂金音响，将后排娱乐屏套装设为选装。即便诚意加码，这款车的市场表现仍未达预期 ——8 月首个完整交付月仅售 2212 辆，成为销量拖后腿的车型。同期销量数据更能反映理想的困境：2025 年 8 月，曾创下单月 2.7 万辆峰值的 L6 销量降至 11217 辆，同比下滑 54.95%。理想L7、L8、L9 分别交付 5381 辆、2639 辆、3959 辆，较 2023 年的 “月销过万” 巅峰状态近乎腰斩。此前低迷的 MEGA 虽实现销量翻倍，但 3121 辆的成绩仍难担爆款重任。从 “款款爆款” 到全线承压，理想急需一款重磅产品稳住市场信心。9 月 26 日上市的理想 i6，由此肩负起 “破局者” 的使命。吸取此前教训，理想此次采用极简策略：仅推出一款车型，官方指导价 24.98 万元，首销期叠加 1 万元现金减免，还免费赠送双腔魔毯空悬、智能冷暖冰箱、全车静音电吸门三大核心配置，直接拉满性价比。对比主要竞品特斯拉 Model 3/Y（26.35 万 - 33.9 万元）与小米 SU7（25.35 万 - 32.99 万元），理想 i6 在价格与配置组合上形成显著优势。更关键的是，这款车并非 “期货”，上市次日便启动交付，展现出成熟的生产调度能力。理想 i6 的底气，还来自于补能体系的快速完善。2025 年 6 月至 9 月，理想超充站数量从 2451 座激增至 3219 座，3 个月新增 768 座，相当于行业第二名 2024 年全年的建站总量。其中 100 余座全 5C 超充站覆盖高速干线、城市商圈与县域市场，实现 “300 公里内找到超充站” 的概率达 91%，充电等待时间从 18 分钟缩短至 5.3 分钟。数据显示，在超充覆盖城市，理想市占率达 27%，远超非覆盖城市的 14%，且 62% 的新用户将 “3 公里内有超充站” 列为购车首要条件。这套 “桩 - 车 - 电池” 协同的补能生态，恰好弥补了此前纯电车型的短板。但爆款的诞生从来不是 “性价比 + 补能” 就能决定的。理想 i6 需面对的，是特斯拉的品牌积淀、小米的生态协同，以及自身纯电产品力尚未完全验证的现状。不过，从 L 系列积累的 68% 高复购率，到补能网络构建的竞争壁垒，理想仍手握关键筹码。理想 i6 能否成为扭转颓势的 “救世主”？答案或许仍需市场检验，但可以肯定的是，这款凝聚了教训与诚意的车型，连同快速铺开的超充网络，正在成为理想汽车走出销量低迷期的重要赌注。这场从增程王者到纯电玩家的转型攻坚战，才刚刚进入关键回合。原文标题 : 从爆款神话到销量承压，理想汽车的突围之战，理想i6能否救场？","news_type":1,"symbols_score_info":{"02015":0.9,"EVS.SI":0.6,"LI":1.5}},"isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}