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小鹏汽车(XPEV)
盘后
20.01
-0.01
-0.07%
17:22 EST
20.02
-0.50
-2.44%
行情数据延迟15分钟
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回心转意
·
01-09 00:44
$小鹏汽车(XPEV)$
小鹏p7 +的18.68 万是丐版，专门为增程和纯电同价砍舒适配置，加1.2万才是下一个配置，所以增程实际是19.8万。 这次发布会，搞不懂小鹏的想法。目前来看，订单量不多。可能后面还有更性价比的车型吧。
$小鹏汽车(XPEV)$ 小鹏p7 +的18.68 万是丐版，专门为增程和纯电同价砍舒适配置，加1.2万才是下一个配置，所以增程实际是19.8万。 这次发...
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新能源Bot
·
01-06
🚗【新能源月榜】2025年12月新势力车企销量，预测1月销量！瓜分1000虎币 🧧
$零跑汽车(09863)$
销量60423辆，2025年全年交付596555辆鸿蒙智行销量：89611辆，其中
$赛力斯(09927)$
$赛力斯(601127)$
销量57778辆，2025年全年交付589107辆
$小米集团-W(01810)$
$小米集团ADR(XIACY)$
小米汽车销量超过50000辆
$蔚来(NIO)$
$蔚来-SW(09866)$
$蔚来(NIO.SI)$
公司销量48135辆，其中蔚来销量31897辆，乐道销量9154辆，萤火虫7084辆，2025年全年交付326028辆
$理想汽车(LI)$
$理想汽车-W(02015)$
销量44246辆，2025年全年交付
🚗【新能源月榜】2025年12月新势力车企销量，预测1月销量！瓜分1000虎币 🧧
# 新加坡投资圈
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生活指导天师:
小鹏39500 蔚来一月总销量50000 极客32000
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forcec
·
01-05
$蔚来(NIO)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
新能源的冬天来了。渗透率基本触顶，全球新能源汽车发展规划基本取消，新能源产业倾斜政策逐步退出，社会对电动车安全性质疑不断，内卷导致新能源车企即使盈利的企业也开始返亏。
$蔚来(NIO)$ $小鹏汽车(XPEV)$ $理想汽车(LI)$ 新能源的冬天来了。渗透率基本触顶，全球新能源汽车发展规划基本取消，新能源产业倾斜政策逐...
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楠竹先生:
开你的燃油车去吧，老登！
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BGXL
·
01-06
$小鹏汽车-W(09868)$
2026两点看法，之后就不提了…… 1 总部设唯一客服和投诉中心，所有门店售后客服取消，约束过程，直面结果，客户满意为唯一导向，这一点可学学马云；可做个程序，分类管理，全流程记录及监管； 2 养老型公关部可休亦，公关部设在客服旁边，紧听市场脉动，协同处理微小，发力重难点，堵住可能的任何的遗患，多关注百度资讯搜索及其它舆情端，在火点出现时，第一时间应对，面对对手，敢用灰色的方式平定事态，手段不重要，解决和传导风险隔离才是重点，公关部是什么？战斗部！！！ 从局外人角度看，一句话:舆情处理不到位，事倍功半。
$小鹏汽车-W(09868)$ 2026两点看法，之后就不提了…… 1 总部设唯一客服和投诉中心，所有门店售后客服取消，约束过程，直面结果，客户满意为唯一...
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老道财经666
·
01-04
2025 新势力大洗牌！零跑近60万辆首夺冠 2025年，中国新势力造车圈彻底洗牌，成了格局重塑的关键一年。这一年，零跑汽车直接杀出重围——全年交付逼近60万辆，成为第一个年销量突破50万辆的新势力品牌，靠“全域自研+技术输出”这套新打法，开启行业新范式。另一边，小鹏也火力全开，销量翻倍猛追；但理想和埃安却有点“熄火”，增长明显踩了刹车。蔚来则强势回暖，重新找回节奏；岚图、阿维塔、极狐这些选手也快速冒头，势头很猛；再加上极氪回归吉利体系后，资源整合更顺畅，未来潜力不小。总之，各路玩家你追我赶，2026年的新势力战场，注定会更卷、更激烈！
$零跑汽车(09863)$
$小鹏汽车-W(09868)$
$理想汽车-W(02015)$
2025 新势力大洗牌！零跑近60万辆首夺冠 2025年，中国新势力造车圈彻底洗牌，成了格局重塑的关键一年。这一年，零跑汽车直接杀出重围——全年交付逼近6...
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BGXL:
看排行榜，说明大众在同颜值产品面前，大方向还是会选高性价比产品。大家可看看所谓的之前增程榜一，在性价比面前不堪一击。
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股市大冒险
·
01-05
$小鹏汽车(XPEV)$
马总去美国的事对股市有多大影响？涨还是跌？
$小鹏汽车(XPEV)$ 马总去美国的事对股市有多大影响？涨还是跌？
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新能源Bot
·
01-05
独家 | 小鹏副总裁陈永海离职，王凤英暂代产品部
小鹏产品中心副总裁陈永海已于 2025 年 12 月离职，其职务暂由总裁王凤英接替。
$小鹏汽车-W(09868)$
$小鹏汽车(XPEV)$
陈永海与小鹏董事长何小鹏相识 15 年。他于 2010 年加入何小鹏创立的 UC，担任产品主管，负责 UC桌面等多款产品的规划与设计。2014 年，UC 被阿里巴巴收购并与高德地图重组，陈永海随后离开UC，短暂加入 360，之后受 UC CEO 俞永福邀请加入高德，作为产品运营的 1 号位，全面负责高德地图的产品工作。2022 年 1 月，陈永海加入小鹏汽车。当时小鹏互联网中心副总裁纪宇提出离职，陈永海接替其负责互联网中心。同年，小鹏 G9 上市失利，小鹏重新调整产品布局，陈永海转而负责产品中心。此前，小鹏产品中心主要承担产品规划职能。陈永海接管后，增设产品线、专业产品、OTA 产品、智能硬件产品、商业分析等部门，团队规模从几十人扩张至三四百人，逐步发展为职能全面的大产品部。具体来看，产品规划部门依照公司战略进行整体产品设计，分为国内与国际两部分，负责人为小鹏 Mona产品总监杨光。产品线由原有的 E、F、D、H、G 五大平台整合而成：E、F 平台合并为 F 产品线，最初由陈永海直接负责，后交由产品总监 Nick；H、G 平台合并为 G 产
独家 | 小鹏副总裁陈永海离职，王凤英暂代产品部
# 新能源汽车俱乐部
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莱卡我最时尚
·
01-01
小鹏汽车部分车型被指“偷工减料” 车主：毫米波雷达的数 量从5颗变成了3颗，还是我们自己维修保养的时候意外发现的#小鹏汽车 #汽车 #品牌 #消费 #社会
新势力车企2025年成绩单：大多全年销量实现同比增长，3家车企超额完成目标
红星资本局1月1日消息，2026年1月1日，新势力车企陆续公布了2025年全年的销售成绩单。红星资本局对9家新势力车企进行了统计，大部分新势力2025年12月及全年的销量均实现同比增长，只有理想汽车（02015.HK/LI.US）一家双双同比下滑。
新势力车企2025年成绩单：大多全年销量实现同比增长，3家车企超额完成目标
小鹏汽车部分车型被指“偷工减料” 车主：毫米波雷达的数 量从5颗变成了3颗，还是我们自己维修保养的时候意外发现的#小鹏汽车 #汽车 #品牌 #消费 #社会
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jkz:
这个黑真是太没意义了
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莱卡我最时尚
·
01-01
小鹏汽车部分车型被指“偷工减料” 车主：毫米波雷达的数 量从5颗变成了3颗，还是我们自己维修保养的时候意外发现的#小鹏汽车 #汽车 #品牌 #消费 #社会
小鹏汽车：2025年12月共交付37,508辆汽车，同比增长2%
2025年全年累计交付量达429,445辆。
小鹏汽车：2025年12月共交付37,508辆汽车，同比增长2%
小鹏汽车部分车型被指“偷工减料” 车主：毫米波雷达的数 量从5颗变成了3颗，还是我们自己维修保养的时候意外发现的#小鹏汽车 #汽车 #品牌 #消费 #社会
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出行财经
·
01-09 09:19
持续深耕AI出行与全球化，小鹏全球新品发布会上市多款新车
在快速推进增程产品落地的同时，加速推进物理AI上车与全球化进程，成为小鹏汽车2026年的两大发展主题。 1月8日，小鹏汽车召开全球新品发布会，一口气推出了四款产品：2026 款小鹏 P7+、小鹏 G7 超级增程、2026 款小鹏 G6、2026 款小鹏 G9。其中，作为小鹏汽车2026年推出的第一款全球车，2026 款小鹏 P7+将同步在全球36国上市，并同时推出超级增程和纯电两种能源形式。 物理AI能力涌现，驱动智能驾驶与座舱体验质变 2026小鹏全球新品发布会的四款车型 Ultra和Ultra SE 版均将搭载小鹏自研第二代 VLA，即行业首个实现L4初阶能力的物理世界大模型。按照规划，第二代VLA将于2026年3月开启首批车辆推送。 小鹏第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端直接生成，彻底颠覆了行业传统的「V-L-A」架构，让物理 AI 可以直接看到并理解现实世界。 得益于架构的根本性革新，以及大数据、大算力和大模型的共同作用，小鹏汽车认为，第二代VLA既是面对物理世界无限复杂性的更优解，也是实现全场景L4自动驾驶的更优解。 小鹏第二代VLA正在训练面向L4自动驾驶的更多能力，搭载小鹏第二代 VLA 软件的 Robotaxi已经通过第三方测试机构场地测试，即将开始公开道路测试。小鹏标准车型 与Robotaxi共享同一套第二代VLA模型底座与能力演进路径。 依托在物理AI领域的突破性进展，小鹏汽车全新发布天玑 AIOS 6.0系统，首次实现智能座舱从“被动应答”到“主动服务”的跨越式升级，本次发布的四款车型上市即搭载。天玑AIOS 6.0系统以全新“驭光”设计语言重构交互界面，并将传统导航界面升级为3D车道级SR导航，成为行业首个“全国都能用的 3D导航地图”。 小鹏VLM将实现响应更快、更保护隐私、功能更强大的智能座舱管家，可
持续深耕AI出行与全球化，小鹏全球新品发布会上市多款新车
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小虎老师
·
01-05
周报：双位数连涨3年后，关注委内瑞拉局势、就业数据与“一月效应”
上周回顾 & 2025 年全年回顾1. 美国市场 —— 2025 年连续第三年实现双位数上涨指数表现：
$标普500(.SPX)$
）上周下跌约 1.03%，科技股走势分化，受美联储会议纪要及地缘政治紧张局势影响，投资者情绪趋于谨慎。
$道琼斯(.DJI)$
下跌约 0.67%。
$纳斯达克(.IXIC)$
下跌约 1.52%。三连涨： 标普 500 指数 2025 年全年总回报率达 16.39%，这是该指数连续第三年实现双位数年度涨幅。“Magnificent 7（七大科技龙头）”在 2025 年贡献了 标普 500 总回报的 42%，过去三年合计贡献率高达 55%。板块表现： 连续第三年，通信服务与信息技术成为标普 500 中表现最强的板块，2025 年总回报率分别为 33.6% 与 24.0%。全部 11 个板块均录得正回报；其中房地产板块表现最弱，但全年仍取得 3.2% 的回报。债券市场回顾： 2025 年美国债券市场基准指数全年回报超过 7%。美国 10 年期国债收益率年初一度升至 4.80%，10 月曾短暂跌破 4.00%，最终在 2025 年底收于 4.16%，低于 2024 年底的 4.57%。2. 美国行业与个股 —— 能源板块领涨，板块表现分化行业表现： 能源板块领涨，其次为公用事业板块；可选消费板块承压；科技龙头股表现分化明显。重点个股：
$苹果(AAPL)$
下跌约 1.02%，受 Vision Pro 头显需求疲弱影响，公司
周报：双位数连涨3年后，关注委内瑞拉局势、就业数据与“一月效应”
# 澳洲投资圈
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价值行走
·
01-01
$小鹏汽车(XPEV)$
中丐真是一日行情
$小鹏汽车(XPEV)$ 中丐真是一日行情
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喜地欢天
·
2025-12-31
$小鹏汽车(XPEV)$
咦，这个有点不太妙
$小鹏汽车(XPEV)$ 咦，这个有点不太妙
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价值投资为王
·
2025-12-31
太牛了，中国车企11月拿下欧洲电动汽车市场12.8%的份额，创历史记录，丝毫没有受到2024年末加征关税的影响！ 在混动汽车上，中国车企的市场份额达到了13%！ 另据Jato Dynamics发布的数据显示，截至10月，零跑在欧洲的电动车销量激增逾4000%，其与标致、菲亚特、欧宝母公司Stellantis NV的合资企业推动了这一增长。同期奇瑞旗下欧萌达品牌电动车销量增幅达1100%。
$比亚迪股份(01211)$
$零跑汽车(09863)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
$蔚来(NIO)$
太牛了，中国车企11月拿下欧洲电动汽车市场12.8%的份额，创历史记录，丝毫没有受到2024年末加征关税的影响！ 在混动汽车上，中国车企的市场份额达到了1...
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ITlady
·
01-08 20:27
2026款小鹏P7+售价18.68万起，小鹏G7超级增程19.58万起售
今日，在2026小鹏全球新品发布会上，小鹏汽车正式发布2026 款小鹏 P7+、小鹏 G7 超级增程、2026 款小鹏 G6、2026 款小鹏 G9。其中2026款小鹏P7+ 全球36国同步发布，新车有超级增程和纯电两种能源形式，超级增程有1550 Max 科技版和1550 Max 旗舰版，官方指导售价为18.68万元和19.88万元；纯电有615 Max旗舰版和725 Max 旗舰版，官方指导售价为18.68万元和19.88万元。2026款小鹏G7推出四个版本，超级增程1704 Max 科技版和1704 Max 旗舰版，官方指导售价为19.58万元和20.58万元；纯电602 Max 旗舰版和702 Max 旗舰版，官方指导售价为19.58万元和20.58万元。2026 款小鹏 G6推出纯电625 Max 科技版和625 Max 旗舰版，官方指导售价为17.68万元和18.68万元。2026 款小鹏 G9推出纯电625Max、725 Max和680 四驱Max版，官方指导售价为24.88万元、25.88万元和27.88万元。 即日起至2026年3月31日（含）前，下定2026款的小鹏P7+全系、小鹏 G7 以及小鹏G6 全系，可享受8000 元新春购车补贴、金融方案/选装基金二选一、置换权益以及每年 1500 度电卡（6年）复购权益；下定2026款小鹏 G9 全系，除了可享金融/选装基金、置换/复购权益外，还有12000 元的新春购车补贴、 装备升级礼等你来领。 物理AI能力涌现，第二代 VLA+天玑AIOS 6.0驱动智能驾驶与座舱体验质变 2026小鹏全球新品发布会的四款车型 Ultra和Ultra SE 版均将搭载小鹏自研第二代 VLA，也即行业首个实现L4初阶能力的物理世界大模型。小鹏第二代VLA创新性地去掉了“语言转译”环节，首次实现从视觉信号到动作指令的端到端
2026款小鹏P7+售价18.68万起，小鹏G7超级增程19.58万起售
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爱因斯坦沽
·
2025-12-30
$小鹏汽车-W(09868)$
12月30日，小鹏汽车董事长何小鹏在微博发文称，最近在美国他花了4小时试驾了特斯拉FSD V14.2，一句话小结：如果说在2024年，FSD还只是“不错的L2辅助驾驶”，那现在最新版本已经让他看到了L4无人驾驶已经近在眼前
$小鹏汽车-W(09868)$ 12月30日，小鹏汽车董事长何小鹏在微博发文称，最近在美国他花了4小时试驾了特斯拉FSD V14.2，一句话小结：如果说在...
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重生之我是鲍威尔
·
2025-12-30
有人知道这月交付多少不？能不能到Q4指引下限？感觉11月一崩，基本上到不了了
$小鹏汽车(XPEV)$
有人知道这月交付多少不？能不能到Q4指引下限？感觉11月一崩，基本上到不了了 $小鹏汽车(XPEV)$
# “蔚小理”低位上涨！大家看好布局机会吗？
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艳阳高照天
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2025-12-30
$小鹏汽车-W(09868)$
小鹏照抄TSLA的路子： Robotaxi 在设计时就不使用 LiDAR，也不依赖高精地图，而是基于纯视觉感知的架构发展自动驾驶能力。这是自寻死路，愚蠢透顶。如果3傻出现破产，第一NIO 因为换电的结构错误，第二就是小鹏，没有重点瞎抄瞎搞，烧钱瞎折腾
$小鹏汽车-W(09868)$小鹏照抄TSLA的路子： Robotaxi 在设计时就不使用 LiDAR，也不依赖高精地图，而是基于纯视觉感知的架构发展自动...
# “蔚小理”低位上涨！大家看好布局机会吗？
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odinke
·
2025-12-29
$小鹏汽车(XPEV)$
大涨之后要回调，中概没几个稳定的，该跑就跑了 回头再看
$小鹏汽车(XPEV)$ 大涨之后要回调，中概没几个稳定的，该跑就跑了 回头再看
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产业经济观察
·
01-02
造车新势力12月销量出炉：小米蔚来创新高，零跑回撤小鹏掉队
新能源造车新势力真是还在乱战，排名变动太大了。前几个月小鹏还有甩开蔚来、理想的势头，现在突然就又掉队了。12月销量3.75万，都到了造车新势力尾部。 蔚来之前被人怀疑会破产，这几个月越战越勇，又回到蔚小理老大位置，12月销量4.8万辆，创下销量新高，盈利已经不远了。理想前几个月深陷舆论危机，12月销量又大幅反弹到4.4万辆。 零跑汽车也让人看不懂，连续两个月销量站上7万大关，这个月竟然只有60425，还好没跌到5万多，不然玩笑就开大了。要知道一汽集团刚花了37.44亿入股零跑。现在一汽估计有点懵逼。 小米的具体销量永远是个谜，已经几个月4万+了，12月靠现车选购冲上5万大关。按小米的产品创新力和势头，以后小米很有可能是国内最赚钱的车企。难怪2025年友商们对小米火力输出如此夸张。 鸿蒙交付近9万辆，**赋能赛力斯问界是成功的，但其他车企效果还没有显现出来。北汽、江淮汽车、广汽、上汽、奇瑞在鸿蒙智行生态中能否支棱起来还有待观察。 **确实需要担心小米一米穿四界，赋能车企搞鸿蒙智行生态，和**亲自下场造车哪种战略更好，其实很难说。如果**亲自下场造车，也许月销量早就超过10万了。 造车新势力关注度高，但论销量，在老一辈自主车企面前还是小弟。比亚迪12月销量42万，全年销量460万，还是遥遥领先，已经坐稳了中国车企销量冠军和全球新能源市场销量冠军。比亚迪方程豹12月销量和小米汽车一样上了5万，高端产品上的突破更值得比亚迪骄傲。 吉利12月销量23.68万，全年销量302.46万辆，虽然同比增幅较大，拉近了和比亚迪的距离，但差距仍然很大。不过吉利新能源汽车全年销量168.78万，同比增长90%，也给了比亚迪很大压力。 奇瑞2025年终于实现了港股上市。全年销量280.6万辆，创历史新高。新能源汽车销量90.38万辆，同比增长54.9%。集团出口133.4万辆，同比增长17.4%。
造车新势力12月销量出炉：小米蔚来创新高，零跑回撤小鹏掉队
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公司概况
公司名称
小鹏汽车
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NYSE
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http://www.xiaopeng.com
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公司概况
小鹏汽车有限公司是一家主要从事设计、开发、生产及营销智能电动汽车的控股公司。该公司自主研发全栈式智能辅助驾驶系统（ADAS）软件，并将该软件部署在量产车辆。该公司提供的车型款式包括G9（中大型运动型多用途汽车（SUV））、P7（运动型轿车）、G6（轿跑SUV）、X9（七座多用途车辆（MPV））、MONA M03（轿车）和P7+（家庭型轿车）。该公司在中国各地经营门店，包括直接运营的门店和特许经营店。该公司还提供技术研发服务、销售合约中包含的服务、保养服务及超级充电服务。
2025-09-19
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2025-04-16
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-12-18
关联方拟减持公告
Form 144 | XPENG董事GGV拟减持303680股，总价约385.93万美元
Form 144 | XPENG董事GGV拟减持303680股，总价约385.93万美元
2024-12-17
关联方拟减持公告
Form 144 | XPENG INC.董事 GGV (XPENG) LTD拟减持303681股，总市值约389万美元
Form 144 | XPENG INC.董事 GGV (XPENG) LTD拟减持303681股，总市值约389万美元
2024-11-13
超过5%披露
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
2024-09-13
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2024-09-04
关联方拟减持公告
Form 144 | XPeng Affiliate GGV (XPENG) LTD拟减持408,506股，总价约348万美元
Form 144 | XPeng Affiliate GGV (XPENG) LTD拟减持408,506股，总价约348万美元
2024-08-23
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-08-22
关联方拟减持公告
Form 144 | XPENG股东 GGV 拟减持5700股，总价约39900美元
Form 144 | XPENG股东 GGV 拟减持5700股，总价约39900美元
2024-06-18
关联方拟减持公告
Form144｜小鹏汽车高管GGV (XPENG) LTD拟减持612707股ADS，总价约456.9万美元
Form144｜小鹏汽车高管GGV (XPENG) LTD拟减持612707股ADS，总价约456.9万美元
2024-06-17
关联方拟减持公告
Form144｜小鹏汽车高管GGV (XPENG) LTD拟减持62.26万股ADS，总价约451.3万美元
Form144｜小鹏汽车高管GGV (XPENG) LTD拟减持62.26万股ADS，总价约451.3万美元
2024-06-11
关联方拟减持公告
Form144｜小鹏汽车高管GGV (XPENG) LTD拟减持61400股ADS，总价约491万美元
Form144｜小鹏汽车高管GGV (XPENG) LTD拟减持61400股ADS，总价约491万美元
2024-05-23
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2024-04-17
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2024-04-09
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
分时
5日
日
周
月
数据加载中...
最高
20.52
今开
20.50
量比
0.79
最低
19.80
昨收
20.52
换手率
0.81%
热议股票
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21:20","market":"hk","language":"zh","title":"新势力车企2025年成绩单：大多全年销量实现同比增长，3家车企超额完成目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2600708013","media":"红星资本局","summary":"红星资本局1月1日消息，2026年1月1日，新势力车企陆续公布了2025年全年的销售成绩单。红星资本局对9家新势力车企进行了统计，大部分新势力2025年12月及全年的销量均实现同比增长，只有理想汽车（02015.HK/LI.US）一家双双同比下滑。","content":"<html><body><div>\n<p> <a href=\"https://laohu8.com/S/600367\">红星</a>资本局1月1日消息，2026年1月1日，新势力车企陆续公布了2025年全年的销售成绩单。</p><p> 红星资本局对9家新势力车企进行了统计，大部分新势力2025年12月及全年的销量均实现同比增长，只有<span><a href=\"https://laohu8.com/S/LI\">理想汽车</a></span><span></span>（02015.HK/LI.US）一家双双同比下滑。</p><p> 对于2025年年度销量目标的完成情况，<span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/02015\">理想汽车</a></span>完成率低于70%，<span><a href=\"https://laohu8.com/S/09863\">零跑汽车</a></span>（09863.HK）、<span><a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车</span><span></span>和<span><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a></span><span></span>（09868.HK/XPEV.US）超额完成。</p><p> 此前，2026年汽车“国补”落地，补贴方式将优化为按新车销售价格比例进行。随着“国补”细则落地，行业对今年的<a href=\"https://laohu8.com/S/01490\">车市</a>有了更多信心，预计2026年1月实现开门红。</p> <p><strong><span href=\"http://quote.eastmoney.com/unify/r/105.LI\" target=\"_blank\" web=\"1\">理想汽车</span>12月及全年均同比下滑</strong></p><p><strong>3家达成全年销量目标</strong></p><p> 从2025年全年的交付数量来看，9家新势力车企中，零跑、小鹏、<a href=\"https://laohu8.com/S/01810\">小米</a>、理想排名前四。从2025年12月的交付情况看，4家车企没有出现年末翘尾行情，12月销量环比下滑。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24612415089431739573_w727h431.jpg\" title=\"1767266990674114.png\"/></center><p> <span href=\"http://quote.eastmoney.com/unify/r/116.09863\" target=\"_blank\" web=\"1\">零跑汽车</span>2025年12月交付6.04万台新车，同比增长42%，环比下滑14%；全年累计交付59.66万台，同比增长103%，超额完成58万台（下限）的年度销量目标。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/90.BK1155\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/81810\">小米</a>汽车</span>2025年12月交付量超过5万台，在连续三个月破4万之后，首次破5万。乘联会数据显示，2025年1-11月，<span href=\"http://quote.eastmoney.com/unify/r/90.BK1155\" target=\"_blank\" web=\"1\">小米汽车</span>累计交付36.16万台，超过全年35万台的交付目标。</p><p> <span><a href=\"https://laohu8.com/S/09866\">蔚来</a></span><span></span>（09866.HK/<a href=\"https://laohu8.com/S/NIO\">NIO</a>.US）2025年12月交付新车4.81万台，同比增长54.6%，环比增长32.5%。其中，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a></span>品牌交付3.19万台；乐道交付新车9154台；firefly萤火虫交付新车7084台。</p><p> 2025年全年，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>公司共交付新车32.6万台，创历史新高，同比增长46.9%，年度销量目标（44万台）完成73.42%。其中，蔚来品牌共交付17.88万台，乐道交付10.78万台，firefly萤火虫交付3.94万台。</p><p> 理想汽车2025年12月交付新车4.42万台，同比下滑24%，环比增长33%；全年累计交付40.59万台，同比下滑19.6%，是目前唯一全年销量同比下滑的新势力车企，年度销量目标（64万台）完成63.42%。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/106.XPEV\" target=\"_blank\" web=\"1\"><a href=\"https://laohu8.com/S/09868\">小鹏汽车</a></span>2025年12月交付了3.75万台新车，同比增长2%，环比增长2.2%；全年交付量达到42.94万台，同比增长126%，超额完成38万台的全年目标。</p><p> <a href=\"https://laohu8.com/S/ZK\">极氪</a>2025年12月交付新车3.03万台，首次超过3万台，同比增长11.3%，环比增长4.8%；全年累计交付22.41万台，同比增长0.9%，年度销量目标（32万台）完成了70%。2025年12月22日，极氪并入<a href=\"https://laohu8.com/S/00175\">吉利</a>，完成美股私有化并退市。</p> <p><strong>2026年“国补”</strong><strong>按车价比例补贴</strong></p><p>崔东树：预计<strong>2026年1月实现开门红</strong></p><p> 2025年12月29日，<span href=\"http://quote.eastmoney.com/unify/r/116.09863\" target=\"_blank\" web=\"1\">零跑汽车</span>董事长朱江明曾表示：“非常难，因为大家一致认为从明年一季度开始，整个汽车行业会非常冷，不是那么乐观，但我们还是希望努力去实现承诺。”</p><p> 但随着2026年汽车“国补”落地，行业对今年的车市有了更多信心。</p><p> 2025年12月30日，国家发展改革委、财政部发布通知，将继续支持汽车报废更新与汽车置换更新；商务部等8部门办公厅印发《2026年汽车以旧换新补贴实施细则》。</p><p> 2026年，个人消费者报废符合条件旧车并购买<span>新能源</span><span></span>乘用车的，可获得新购车车价12%的补贴，最高不超过2万元；购买2.0L及以下排量燃油车的，可获得新购车车价10%的补贴，最高不超过1.5万元。</p><p> 以旧换新方面，转让旧车购买<span href=\"http://quote.eastmoney.com/unify/r/90.BK0493\" target=\"_blank\" web=\"1\">新能源</span>车的，可获得新购车车价8%的补贴，最高不超过1.5万元；购买2.0L及以下排量燃油车的，可获得新购车车价6%的补贴，最高不超过1.3万元。</p><p> 红星资本局注意到，相比2025年的国补政策，2026年的补贴额度不变，但将原有的定额补贴方式，优化为按新车销售价格的比例进行补贴。</p><p> 中国汽车流通协会发文表示，2026年的汽车以旧换新政策强化工作统筹，让有限的资金惠及更多消费者，尤其要满足刚需群体的需求。整体上，该政策有望持续激发消费活力，为汽车产业转型升级和高质量发展增添新动力。</p><p> 乘联分会秘书长崔东树表示，2026年<span href=\"http://quote.eastmoney.com/unify/r/90.BK0493\" target=\"_blank\" web=\"1\">新能源</span>车“国补”优化为按价格比例补贴，给2026年的车市结构带来一定回归。纯电动车高端车补贴金额相对稳定、低价车补贴金额剧烈下降，车市面临巨大变化，高端车型增长相对较强。</p><p> “2026年的政策启动早、落地快，春节前时间较长，因此会推进春节前车市增长，为2026年车市增长好于预期奠定了基础。”崔东树预计2026年一季度车市销售情况与往年持平，<span>新能源车</span><span></span>一季度有望微增5%。“虽然2025年末有车辆购置税免税政策退出等调整，但根据近期走势，我相信2026年1月的车市仍会实现开门红。”</p><p>（文章来源：红星资本局）</p> </div></body></html>","source":"stock_eastmoney","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 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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新势力车企2025年成绩单：大多全年销量实现同比增长，3家车企超额完成目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-01 21:20 北京时间 <a href=http://finance.eastmoney.com/a/202601013607496541.html><strong>红星资本局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>红星资本局1月1日消息，2026年1月1日，新势力车企陆续公布了2025年全年的销售成绩单。 红星资本局对9家新势力车企进行了统计，大部分新势力2025年12月及全年的销量均实现同比增长，只有理想汽车（02015.HK/LI.US）一家双双同比下滑。 对于2025年年度销量目标的完成情况，理想汽车完成率低于70%，零跑汽车（09863.HK）、小米汽车和小鹏汽车（09868.HK/XPEV....</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601013607496541.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":{"BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09868":"小鹏汽车-W","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LI":"理想汽车","NIO.SI":"蔚来","XPEV":"小鹏汽车","BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","09863":"零跑汽车","BK4531":"中概回港概念","BK4099":"汽车制造商","02015":"理想汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4563":"昨日强势股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"http://finance.eastmoney.com/a/202601013607496541.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2600708013","content_text":"红星资本局1月1日消息，2026年1月1日，新势力车企陆续公布了2025年全年的销售成绩单。 红星资本局对9家新势力车企进行了统计，大部分新势力2025年12月及全年的销量均实现同比增长，只有理想汽车（02015.HK/LI.US）一家双双同比下滑。 对于2025年年度销量目标的完成情况，理想汽车完成率低于70%，零跑汽车（09863.HK）、小米汽车和小鹏汽车（09868.HK/XPEV.US）超额完成。 此前，2026年汽车“国补”落地，补贴方式将优化为按新车销售价格比例进行。随着“国补”细则落地，行业对今年的车市有了更多信心，预计2026年1月实现开门红。 理想汽车12月及全年均同比下滑3家达成全年销量目标 从2025年全年的交付数量来看，9家新势力车企中，零跑、小鹏、小米、理想排名前四。从2025年12月的交付情况看，4家车企没有出现年末翘尾行情，12月销量环比下滑。 零跑汽车2025年12月交付6.04万台新车，同比增长42%，环比下滑14%；全年累计交付59.66万台，同比增长103%，超额完成58万台（下限）的年度销量目标。 小米汽车2025年12月交付量超过5万台，在连续三个月破4万之后，首次破5万。乘联会数据显示，2025年1-11月，小米汽车累计交付36.16万台，超过全年35万台的交付目标。 蔚来（09866.HK/NIO.US）2025年12月交付新车4.81万台，同比增长54.6%，环比增长32.5%。其中，蔚来品牌交付3.19万台；乐道交付新车9154台；firefly萤火虫交付新车7084台。 2025年全年，蔚来公司共交付新车32.6万台，创历史新高，同比增长46.9%，年度销量目标（44万台）完成73.42%。其中，蔚来品牌共交付17.88万台，乐道交付10.78万台，firefly萤火虫交付3.94万台。 理想汽车2025年12月交付新车4.42万台，同比下滑24%，环比增长33%；全年累计交付40.59万台，同比下滑19.6%，是目前唯一全年销量同比下滑的新势力车企，年度销量目标（64万台）完成63.42%。 小鹏汽车2025年12月交付了3.75万台新车，同比增长2%，环比增长2.2%；全年交付量达到42.94万台，同比增长126%，超额完成38万台的全年目标。 极氪2025年12月交付新车3.03万台，首次超过3万台，同比增长11.3%，环比增长4.8%；全年累计交付22.41万台，同比增长0.9%，年度销量目标（32万台）完成了70%。2025年12月22日，极氪并入吉利，完成美股私有化并退市。 2026年“国补”按车价比例补贴崔东树：预计2026年1月实现开门红 2025年12月29日，零跑汽车董事长朱江明曾表示：“非常难，因为大家一致认为从明年一季度开始，整个汽车行业会非常冷，不是那么乐观，但我们还是希望努力去实现承诺。” 但随着2026年汽车“国补”落地，行业对今年的车市有了更多信心。 2025年12月30日，国家发展改革委、财政部发布通知，将继续支持汽车报废更新与汽车置换更新；商务部等8部门办公厅印发《2026年汽车以旧换新补贴实施细则》。 2026年，个人消费者报废符合条件旧车并购买新能源乘用车的，可获得新购车车价12%的补贴，最高不超过2万元；购买2.0L及以下排量燃油车的，可获得新购车车价10%的补贴，最高不超过1.5万元。 以旧换新方面，转让旧车购买新能源车的，可获得新购车车价8%的补贴，最高不超过1.5万元；购买2.0L及以下排量燃油车的，可获得新购车车价6%的补贴，最高不超过1.3万元。 红星资本局注意到，相比2025年的国补政策，2026年的补贴额度不变，但将原有的定额补贴方式，优化为按新车销售价格的比例进行补贴。 中国汽车流通协会发文表示，2026年的汽车以旧换新政策强化工作统筹，让有限的资金惠及更多消费者，尤其要满足刚需群体的需求。整体上，该政策有望持续激发消费活力，为汽车产业转型升级和高质量发展增添新动力。 乘联分会秘书长崔东树表示，2026年新能源车“国补”优化为按价格比例补贴，给2026年的车市结构带来一定回归。纯电动车高端车补贴金额相对稳定、低价车补贴金额剧烈下降，车市面临巨大变化，高端车型增长相对较强。 “2026年的政策启动早、落地快，春节前时间较长，因此会推进春节前车市增长，为2026年车市增长好于预期奠定了基础。”崔东树预计2026年一季度车市销售情况与往年持平，新能源车一季度有望微增5%。“虽然2025年末有车辆购置税免税政策退出等调整，但根据近期走势，我相信2026年1月的车市仍会实现开门红。”（文章来源：红星资本局）","news_type":1,"symbols_score_info":{"02015":1.95,"EVS.SI":0.6,"09868":1.88,"LI":1.95,"NIO.SI":1.86,"XPEV":1.88,"09863":1.91}},"shareLink":"https://laohu8.com/post/517119073448560","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":131,"displayRows":4,"foldSize":0,"authorId":"3461557133641947"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.517119023625392","cardData":[{"tweetId":"517119023625392","author":{"authorId":"3461557133641947","idStr":"3461557133641947","name":"莱卡我最时尚","avatar":"https://static.tigerbbs.com/1a077e1accf96bc061a9beddada38952","userType":1,"introduction":"","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"小鹏汽车部分车型被指“偷工减料” 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16:05","market":"hk","language":"zh","title":"小鹏汽车：2025年12月共交付37,508辆汽车，同比增长2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154840510","media":"老虎资讯综合","summary":"2025年全年累计交付量达429,445辆。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> ：2025年12月，小鹏汽车共交付37,508辆，同比增长2%。2025年全年累计交付量达429,445辆，较2024年增长126%。</p><p style=\"text-align: justify;\">2025全年，小鹏汽车在海外市场交付45,008辆，同比增长96%，截至年末已拓展至全球60个国家和地区。</p><p style=\"text-align: justify;\">2025年，小鹏汽车自营充电网络加速布局，新增超1,100座充电站，充电站总数突破3,000座，标志着公司基础设施建设迈入新阶段。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4e4d7d0ebf2840414c16c66a39632e2\" title=\"\" tg-width=\"1224\" tg-height=\"629\"/></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 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class=\"h-time\">2026-01-01 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> ：2025年12月，小鹏汽车共交付37,508辆，同比增长2%。2025年全年累计交付量达429,445辆，较2024年增长126%。</p><p style=\"text-align: justify;\">2025全年，小鹏汽车在海外市场交付45,008辆，同比增长96%，截至年末已拓展至全球60个国家和地区。</p><p style=\"text-align: justify;\">2025年，小鹏汽车自营充电网络加速布局，新增超1,100座充电站，充电站总数突破3,000座，标志着公司基础设施建设迈入新阶段。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4e4d7d0ebf2840414c16c66a39632e2\" title=\"\" tg-width=\"1224\" tg-height=\"629\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8fa6072ee37e0b77a4d157dfdbb8b0","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154840510","content_text":"小鹏汽车 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