节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10
年末将近,中国新能源汽车市场年终冲刺态势显著。各大造车新势力11月销量数据不仅体现数字比拼,更折射行业竞争向体系化、高质量、全球化演进的深层趋势。
零跑汽车11月交付70327台,同比增75%,提前实现全年50万辆目标,Q3营收194.5亿(+97.3%)、毛利率14.5%,连续两季度盈利。产品端坚持“技术平权”,Lafa5切入10万级纯电轿跑,A10亮相完善四大产品矩阵;国际化拓展至巴西、智利,计划2025年布局南美多网点。
鸿蒙智行11月交付81864台(+89.61%)创历史新高,智界11761台、享界6708台;新款享界S9上市,搭载华为途灵平台与乾崑智驾ADS4系统,巩固高端定位。小米汽车连续三月交付超4万,Q3智能电动车业务收入283亿(环比+37%),首次实现单季7亿经营利润,渠道网点持续扩张。
蔚来11月交付36275台(+76.3%),累计逼近百万交付,主品牌连续四月增长,ES6成30万以上纯电首个30万台车型;“多品牌”战略进入收获期。小鹏交付36728台,第100万台整车下线(50万到100万仅14个月),Q3毛利率首破20%,海Ť..
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