霸榜热搜！大爆发来了

中国基金报01-02

【导读】多家车企冲上微博科技热搜，超额完成年度目标成关键词　　2026年1月1日，微博科技热搜一度被车企霸榜，主要与车企交付量（销量）有关。　　车企月度竞争仍是“你追我赶”的态势。2025年12月，蔚来、小米等车企的交付量（销量）均创新高，而在此前多个月份是零跑等车企遥遥领先。　　多家车企人士向记者表示，基于年底车企冲刺销量的需求，以及2026年新能源汽车购置税减半等政策变化，大部分车企在2025...

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Mier_Ma
01-02
Mier_Ma
鸿蒙杂牌汇把什么赛力斯江淮等等公司的数据都拿过来了吧，真**啊

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The big explosion is coming","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.6,"81211":0.6,"81810":0.6,"XIACY":0.6,"GELYY":1.89,"01810":0.83,"NIO":1.91,"NIO.SI":1.91,"BYDDY":1.92,"MIUmain":0.6,"09866":1.91,"09868":1.85,"HYDD.SI":0.6,"002594":1.92,"XPEV":1.85,"EVS.SI":0.6,"HXXD.SI":0.6},"content_text":"【导读】多家车企冲上微博科技热搜，超额完成年度目标成关键词　　2026年1月1日，微博科技热搜一度被车企霸榜，主要与车企交付量（销量）有关。　　车企月度竞争仍是“你追我赶”的态势。2025年12月，蔚来、小米等车企的交付量（销量）均创新高，而在此前多个月份是零跑等车企遥遥领先。　　多家车企人士向记者表示，基于年底车企冲刺销量的需求，以及2026年新能源汽车购置税减半等政策变化，大部分车企在2025年12月的销量会比较高。　　对比全年交付量（销量），更能凸显汽车市场竞争的激烈。比亚迪、理想作为2024年的“大赢家”，2025年的增长势头落后于吉利汽车、零跑、小米等车企。　　多家车企掌门人在受访时表示，汽车行业就像是一场没有尽头的马拉松，一时的领先很正常，困难的是持续能赢，或者退一步后要一直能在“牌桌”上。谁是2025年“大赢家”？小米、NIO\" target=\"_blank\" web=\"1\">蔚来表现惊艳　　2026年1月1日，蔚来、小米均登上微博科技热搜，主要是两家车企的交付量突出。　　具体来看，蔚来2025年12月的交付量达4.81万辆，同比增长54.60%，再创单月交付量新高；2025年第四季度的交付量达12.48万辆，同比增长71.70%。来源：蔚来　　此前，蔚来给出2025年第四季度的交付指引是12万辆至12.50万辆。即蔚来2025年第四季度的实际交付量，逼近2025年第四季度交付指引的上限。　　小米的月度交付量首次迈过5万辆大关，2025年12月的交付量超5万辆。对比2025年全年，月度交付量超5万辆的造车新势力，此前仅有零跑。　　回顾2025年全年的交付情况，小米提前完成35万辆的2025年全年交付目标，又给出2025年全年交付40万辆的新交付目标。　　乘联会数据显示，2025年前11个月，小米的交付量达36.16万辆。加上小米2025年12月超5万辆的交付量，2025年全年的交付量将超41万辆。　　超额完成2025年全年交付目标的造车新势力，还有小鹏汽车。数据显示，小鹏汽车2025年全年的交付量达42.94万辆，同比增长126.02%。　　虽然小鹏汽车未明确给出2025年全年交付目标，但是小鹏汽车董事长兼CEO何小鹏此前表示：“2025年，我们有信心实现交付量同比翻一番。”　　小鹏汽车2024年全年的交付量为19万辆。以此估算，小鹏汽车2025年全年的交付目标是38万辆。　　吉利汽车是传统车企中的“大赢家”，2025年全年的销量达302.46万辆，同比增长39%，超额完成2025年全年300万辆的销量目标。　　吉利汽车执行董事桂生悦近日表示，吉利汽车在两年前提出的新能源转型战略，已经开始全面落地见效，特别是吉利银河的表现，验证了稳健战略的有效性。　　2025年全年，吉利汽车的新能源汽车销量达168.78万辆，同比增长90%；其中吉利银河的销量达124万辆，超额完成“百万银河”的销量目标。2025年谁被赶超？比亚迪国内月度销量跌幅扩大　　比亚迪、理想均是2024年的“大赢家”，分别拿下新能源汽车销冠、造车新势力销冠，但是在2025年未能持续惊艳市场。　　产销快报显示，比亚迪2025年12月的销量达42.04万辆，同比下降18.34%，环比下降12.45%。　　这意味着，比亚迪在2025年第四季度，连续三次未能突破月销50万辆的关口。2025年10月、11月，比亚迪的销量分别为44.17万辆、48.02万辆。　　对比2024年全年，比亚迪自10月开始，连续三个月的月度销量均超50万辆，并且呈现持续上升态势。　　比亚迪的销量主要来自国内和海外，其中海外销量持续创新高，2025年10月、11月、12月分别为8.39万辆、13.19万辆、13.32万辆。　　也就是说，比亚迪月度销量不佳，主要是国内销量受挫所致。以2025年12月为例，比亚迪国内销量为28.72万辆，同比下降37.24%，环比下降17.52%。　　比亚迪的国内月度销量，同比降幅持续加大。2025年10月、11月，比亚迪的国内月度销量同比分别下降24.11%、26.81%。　　比亚迪正在被其他对手紧追。2025年全年，比亚迪的销量达460.24万辆，同比增长7.73%。目前，上汽集团未披露2025年全年销量，但2025年前11月的销量为410.81万辆。　　比亚迪董事长王传福近日表示，2025年比亚迪国内市场销量下滑，核心原因包括技术领先的惊艳度下降，以及技术成果的差异化优势正在被行业的同质化竞争稀释。　　视角转向理想，其2025年12月的交付量达4.42万辆，同比下降24.38%；2025年全年的交付量达40.63万辆，同比下降18.82%。　　在造车新势力中，理想2024年全年交付量排名第一，但2025年全年交付量排名第四，落后于零跑、小鹏、小米。　　部分车企人士分析称，理想此前受益于增程技术快速发展，但新能源汽车市场转向纯电技术后，理想向纯电技术路线转型的成效尚未显现。　　理想自2025年下半年开始进行内部变革。理想董事长兼CEO李想表示，2026年，公司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。迎战2026年部分车企给出全年目标　　目前，仅有吉利汽车、奇瑞集团等车企，给出了2026年全年销量目标。而在2025年初，车企集体喊出了2025年全年的销量目标。　　以吉利汽车为例，其2026年全年的销量目标为345万辆，同比增长约14%；其中新能源汽车的销量目标为222万辆，同比增长约32%。　　吉利汽车方面透露，公司将在“一个吉利”的战略协同下，开启新一轮高质量发展的征程，计划2026年推出约10款全新车型。　　除了通过推出新车型提振销量，吉利汽车试图展现“双轮驱动”的优势。　　桂生悦近日表示，吉利汽车坚持多动力形式布局，当前燃油车占比为40%左右，新能源政策退坡对燃油车构成利好。　　自2026年1月1日起，中国新能源汽车的购置税开启减半征收模式，成为业内各方的热议话题。部分车企人士担心，新能源汽车将受到燃油车的猛烈反攻。　　部分车企高管认为，从汽车市场发展的终局来看，新能源汽车是大势所趋，但短期承压在所难免，车企需要寻求更多方式来适应新常态。　　蔚来试图展现其车电分离的换电车型优势。蔚来方面称，用户采取BaaS（电池即服务）电池租用方案购买蔚来旗下车型，可享受额外的购置税减免，依据产品价格，分别可节省1770元至9558元不等。　　奔向海外是车企寻求增量的共同出路。2025年12月，比亚迪、奇瑞集团、吉利汽车等车企的海外销量均创新高，其中奇瑞集团的销量达14.44万辆，同比增长46.80%。　　造车新势力方面，小鹏、理想在加大力度驶向海外市场。李想表示，2025年12月，理想L9、理想L7和理想L6三款主力车型，同步登陆埃及、哈萨克斯坦和阿塞拜疆市场，品牌开启横跨中亚、高加索地区及非洲的核心市场布局。（文章来源：中国基金报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":517363090998464,"gmtCreate":1767338638166,"gmtModify":1767338640990,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"Mier_Ma","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4143077530680670","idStr":"4143077530680670"},"htmlText":"鸿蒙杂牌汇把什么赛力斯 江淮等等公司的数据都拿过来了吧，真**啊","listText":"鸿蒙杂牌汇把什么赛力斯 江淮等等公司的数据都拿过来了吧，真**啊","text":"鸿蒙杂牌汇把什么赛力斯 江淮等等公司的数据都拿过来了吧，真**啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517363090998464","repostId":2600037364,"repostType":2,"repost":{"id":"2600037364","kind":"news","pubTimestamp":1767315854,"share":"https://www.laohu8.com/m/news/2600037364?lang=zh_CN&edition=full","pubTime":"2026-01-02 09:04","market":"sh","language":"zh","title":"霸榜热搜！大爆发 来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2600037364","media":"中国基金报","summary":"【导读】多家车企冲上微博科技热搜，超额完成年度目标成关键词2026年1月1日，微博科技热搜一度被车企霸榜，主要与车企交付量（销量）有关。车企月度竞争仍是“你追我赶”的态势。2025年12月，蔚来、小米等车企的交付量（销量）均创新高，而在此前多个月份是零跑等车企遥遥领先。","content":"<div>\n<p>【导读】多家车企冲上微博科技热搜，超额完成年度目标成关键词　　2026年1月1日，微博科技热搜一度被车企霸榜，主要与车企交付量（销量）有关。　　车企月度竞争仍是“你追我赶”的态势。2025年12月，蔚来、小米等车企的交付量（销量）均创新高，而在此前多个月份是零跑等车企遥遥领先。　　多家车企人士向记者表示，基于年底车企冲刺销量的需求，以及2026年新能源汽车购置税减半等政策变化，大部分车企在2025...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601023607530423.html\">网页链接</a>\n\n</div>\n","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>霸榜热搜！大爆发 来了</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{ 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class=\"title\">\n霸榜热搜！大爆发 来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-02 09:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202601023607530423.html><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【导读】多家车企冲上微博科技热搜，超额完成年度目标成关键词　　2026年1月1日，微博科技热搜一度被车企霸榜，主要与车企交付量（销量）有关。　　车企月度竞争仍是“你追我赶”的态势。2025年12月，蔚来、小米等车企的交付量（销量）均创新高，而在此前多个月份是零跑等车企遥遥领先。　　多家车企人士向记者表示，基于年底车企冲刺销量的需求，以及2026年新能源汽车购置税减半等政策变化，大部分车企在2025...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601023607530423.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":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","81810":"小米集团-WR","BK4099":"汽车制造商","BK0014":"新能源汽车","LU0051755006.USD":"摩根大通中国A (dist)","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) 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ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0823426308.USD":"法巴中国股票基金","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","GELYY":"吉利汽车ADR","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","BK1607":"新IT概念","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC"},"source_url":"http://finance.eastmoney.com/a/202601023607530423.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2600037364","content_text":"【导读】多家车企冲上微博科技热搜，超额完成年度目标成关键词　　2026年1月1日，微博科技热搜一度被车企霸榜，主要与车企交付量（销量）有关。　　车企月度竞争仍是“你追我赶”的态势。2025年12月，蔚来、小米等车企的交付量（销量）均创新高，而在此前多个月份是零跑等车企遥遥领先。　　多家车企人士向记者表示，基于年底车企冲刺销量的需求，以及2026年新能源汽车购置税减半等政策变化，大部分车企在2025年12月的销量会比较高。　　对比全年交付量（销量），更能凸显汽车市场竞争的激烈。比亚迪、理想作为2024年的“大赢家”，2025年的增长势头落后于吉利汽车、零跑、小米等车企。　　多家车企掌门人在受访时表示，汽车行业就像是一场没有尽头的马拉松，一时的领先很正常，困难的是持续能赢，或者退一步后要一直能在“牌桌”上。谁是2025年“大赢家”？小米、NIO\" target=\"_blank\" web=\"1\">蔚来表现惊艳　　2026年1月1日，蔚来、小米均登上微博科技热搜，主要是两家车企的交付量突出。　　具体来看，蔚来2025年12月的交付量达4.81万辆，同比增长54.60%，再创单月交付量新高；2025年第四季度的交付量达12.48万辆，同比增长71.70%。来源：蔚来　　此前，蔚来给出2025年第四季度的交付指引是12万辆至12.50万辆。即蔚来2025年第四季度的实际交付量，逼近2025年第四季度交付指引的上限。　　小米的月度交付量首次迈过5万辆大关，2025年12月的交付量超5万辆。对比2025年全年，月度交付量超5万辆的造车新势力，此前仅有零跑。　　回顾2025年全年的交付情况，小米提前完成35万辆的2025年全年交付目标，又给出2025年全年交付40万辆的新交付目标。　　乘联会数据显示，2025年前11个月，小米的交付量达36.16万辆。加上小米2025年12月超5万辆的交付量，2025年全年的交付量将超41万辆。　　超额完成2025年全年交付目标的造车新势力，还有小鹏汽车。数据显示，小鹏汽车2025年全年的交付量达42.94万辆，同比增长126.02%。　　虽然小鹏汽车未明确给出2025年全年交付目标，但是小鹏汽车董事长兼CEO何小鹏此前表示：“2025年，我们有信心实现交付量同比翻一番。”　　小鹏汽车2024年全年的交付量为19万辆。以此估算，小鹏汽车2025年全年的交付目标是38万辆。　　吉利汽车是传统车企中的“大赢家”，2025年全年的销量达302.46万辆，同比增长39%，超额完成2025年全年300万辆的销量目标。　　吉利汽车执行董事桂生悦近日表示，吉利汽车在两年前提出的新能源转型战略，已经开始全面落地见效，特别是吉利银河的表现，验证了稳健战略的有效性。　　2025年全年，吉利汽车的新能源汽车销量达168.78万辆，同比增长90%；其中吉利银河的销量达124万辆，超额完成“百万银河”的销量目标。2025年谁被赶超？比亚迪国内月度销量跌幅扩大　　比亚迪、理想均是2024年的“大赢家”，分别拿下新能源汽车销冠、造车新势力销冠，但是在2025年未能持续惊艳市场。　　产销快报显示，比亚迪2025年12月的销量达42.04万辆，同比下降18.34%，环比下降12.45%。　　这意味着，比亚迪在2025年第四季度，连续三次未能突破月销50万辆的关口。2025年10月、11月，比亚迪的销量分别为44.17万辆、48.02万辆。　　对比2024年全年，比亚迪自10月开始，连续三个月的月度销量均超50万辆，并且呈现持续上升态势。　　比亚迪的销量主要来自国内和海外，其中海外销量持续创新高，2025年10月、11月、12月分别为8.39万辆、13.19万辆、13.32万辆。　　也就是说，比亚迪月度销量不佳，主要是国内销量受挫所致。以2025年12月为例，比亚迪国内销量为28.72万辆，同比下降37.24%，环比下降17.52%。　　比亚迪的国内月度销量，同比降幅持续加大。2025年10月、11月，比亚迪的国内月度销量同比分别下降24.11%、26.81%。　　比亚迪正在被其他对手紧追。2025年全年，比亚迪的销量达460.24万辆，同比增长7.73%。目前，上汽集团未披露2025年全年销量，但2025年前11月的销量为410.81万辆。　　比亚迪董事长王传福近日表示，2025年比亚迪国内市场销量下滑，核心原因包括技术领先的惊艳度下降，以及技术成果的差异化优势正在被行业的同质化竞争稀释。　　视角转向理想，其2025年12月的交付量达4.42万辆，同比下降24.38%；2025年全年的交付量达40.63万辆，同比下降18.82%。　　在造车新势力中，理想2024年全年交付量排名第一，但2025年全年交付量排名第四，落后于零跑、小鹏、小米。　　部分车企人士分析称，理想此前受益于增程技术快速发展，但新能源汽车市场转向纯电技术后，理想向纯电技术路线转型的成效尚未显现。　　理想自2025年下半年开始进行内部变革。理想董事长兼CEO李想表示，2026年，公司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。迎战2026年部分车企给出全年目标　　目前，仅有吉利汽车、奇瑞集团等车企，给出了2026年全年销量目标。而在2025年初，车企集体喊出了2025年全年的销量目标。　　以吉利汽车为例，其2026年全年的销量目标为345万辆，同比增长约14%；其中新能源汽车的销量目标为222万辆，同比增长约32%。　　吉利汽车方面透露，公司将在“一个吉利”的战略协同下，开启新一轮高质量发展的征程，计划2026年推出约10款全新车型。　　除了通过推出新车型提振销量，吉利汽车试图展现“双轮驱动”的优势。　　桂生悦近日表示，吉利汽车坚持多动力形式布局，当前燃油车占比为40%左右，新能源政策退坡对燃油车构成利好。　　自2026年1月1日起，中国新能源汽车的购置税开启减半征收模式，成为业内各方的热议话题。部分车企人士担心，新能源汽车将受到燃油车的猛烈反攻。　　部分车企高管认为，从汽车市场发展的终局来看，新能源汽车是大势所趋，但短期承压在所难免，车企需要寻求更多方式来适应新常态。　　蔚来试图展现其车电分离的换电车型优势。蔚来方面称，用户采取BaaS（电池即服务）电池租用方案购买蔚来旗下车型，可享受额外的购置税减免，依据产品价格，分别可节省1770元至9558元不等。　　奔向海外是车企寻求增量的共同出路。2025年12月，比亚迪、奇瑞集团、吉利汽车等车企的海外销量均创新高，其中奇瑞集团的销量达14.44万辆，同比增长46.80%。　　造车新势力方面，小鹏、理想在加大力度驶向海外市场。李想表示，2025年12月，理想L9、理想L7和理想L6三款主力车型，同步登陆埃及、哈萨克斯坦和阿塞拜疆市场，品牌开启横跨中亚、高加索地区及非洲的核心市场布局。（文章来源：中国基金报）","news_type":1,"symbols_score_info":{"80175":0.6,"81211":0.6,"81810":0.6,"XIACY":0.6,"GELYY":1.89,"01810":0.83,"NIO":1.91,"NIO.SI":1.91,"BYDDY":1.92,"MIUmain":0.6,"09866":1.91,"09868":1.85,"HYDD.SI":0.6,"002594":1.92,"XPEV":1.85,"EVS.SI":0.6,"HXXD.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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霸榜热搜！大爆发来了