节点：钢材下游制造位置：下游情绪：利好参考度：8/10
小鹏汽车公布2025年7月交付数据，单月交付量创历史新高。当月共交付智能0005;动汽车36717辆，同比大幅增长229%，环比6月提升6%，且已连续九个月交付量稳定在30000辆以上。
2025年前7个月，小鹏汽车累计交付新车达233906辆，较去年同期飙升270%。截至7月底，自成立以来累计总交付量突破80万辆大关。
具体车型方面，MONA M03在7月表现突出，交付量超15000台，自上市已连续11个月单月交付破万，累计交付超15万台。小鹏P7+也获市场认可，累计交付超67000台。7月3日，定位全球首款L3级算力AI汽车的小鹏G7上市，起售价19.58万元，凭技术亮点，上市9分钟收获超10000台大定订单。
销量攀升之际，小鹏汽车全球化战略取得实质进展。已进入全球46个国家和地..
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