刀客_0622
04-13
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2025年度新能源汽车积分出炉：比亚迪领先，小米首次入围“百万级”
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2025年，共有87家境内乘用车生产企业参与积分核算，在新能源汽车积分方面，头部企业的领先地位进一步巩固。核算结果显示，比亚迪汽车工业有限公司以3864310分位居第一，相比2024年的3838187分继续保持增长，这一表现与其全年新能源汽车产销规模以及产品结构密切相关。作为国内新能源汽车企业的代表，比亚迪依托电池、电机、电控等核心环节的自有体系，多款车型保持销量增长的同时也带来了稳定的积分。 特斯拉（上海）有限公司和浙江吉利汽车有限公司分别位列第二、第三位。其中，特斯拉（上海）主要依靠Model 3和Model Y两款车型的持续生产和销售，形成较为稳定的积分来源；吉利汽车则通过极氪、银河等品牌的产品布局，逐步提高新能源车型占比，积分规模持续增长。 销量是企业获取新能源积分的重要支撑。2025年，吉利银河全年销量达到123.6万辆，同比增长150%，占吉利整体销量约40%。一位吉利银河销售顾问表示：“从终端来看，2025年消费者对插混和纯电车型的接受度明显提高了。大家现在更关注续航、用车成本和智能化配置，产品竞争力上来之后，成交转化率也在跟着涨。去年网点数量增加了300多家，看车、试驾的人越来越多。吉利星愿2025年全年终端销量达到46.5万多辆，稳居全品类车型销量冠军，确实是店里卖得最好的一款车。” 除前三名外，零跑汽车、小鹏汽车、长安汽车以及首次入列的小米汽车也进入新能源汽车积分“百万级”区间。 汽车行业分析师王智表示，从具体数据来看，特斯拉（上海）和吉利汽车的新能源汽车积分分别为2076191分和1656214分，虽然同处第一梯队，但与排名第一的比亚迪相比仍有明显差距，这种差距已经不只是销量层面的体现，更反映在产品结构、技术体系以及规模化能力上。 他进一步指出，从整体结构看，2025年度新能源汽车积分排名前十的企业，其积分总量占行业总积分的65%以上，说明积分资源正加速向少数头部企业集中。这种集中趋势的背后，一方面是头部企业在电动化转型上的先发优势逐步转化为规模优势，另一方面也表明积分制度正在放大企业之间的差距，未来行业竞争将更多体现在体系能力而非单一产品层面。 在平均燃料消耗量积分方面，比亚迪仍以10730341分位居首位。尽管较2024年的13136644分有所下降，但整体规模依然明显高于其他企业，领先优势仍然存在。 同时，吉利汽车、特斯拉（上海）、五菱汽车、零跑汽车、长安汽车、赛力斯汽车、东风汽车、广汽埃安、理想汽车、蔚来汽车、小米汽车、小鹏汽车、豪情汽车平均燃料消耗量积分均超过百万。 此次参与核算的进口乘用车企业共21家。其中，在平均燃料消耗量积分方面，仅有2家企业为正积分，分别为特斯拉汽车（北京）有限公司和玛莎拉蒂（中国）汽车贸易有限公司，对应积分为2503分和595分。 在新能源汽车积分方面，共有5家进口企业获得正积分，分别为大众汽车（中国）销售有限公司、玛莎拉蒂（中国）汽车贸易有限公司、特斯拉汽车（北京）有限公司、沃尔沃汽车销售（上海）有限公司以及现代汽车（中国）投资有限公司。其中，沃尔沃汽车销售（上海）有限公司以1739分位居首位。 积分机制推动企业新能源发展 王智认为，从行业发展逻辑来看，2025年度新能源汽车积分结果所体现出的企业表现和政策导向，正在进一步明确行业运行规则，并对车企的战略调整形成持续约束，推动产业向更稳定、更有序的方向发展。 首先，积分结构的变化正在加剧行业分化，头部集中趋势更加明显。从本次结果来看，比亚迪、特斯拉（上海）、吉利汽车等企业的积分规模持续扩大，而部分中小车企以及转型节奏较慢的传统车企，面临的压力明显上升。其背后的原因在于，头部企业较早完成新能源领域布局，在产能、供应链等方面形成了较为完整的体系，能够稳定地产生积分；而部分企业受制于资金投入和渠道能力，新能源车型投放节奏较慢，积分来源有限。长期来看，积分差距将逐步转化为市场差距，头部企业凭借积分盈余具备更强的调节能力，而积分不足的企业则需要承担额外成本，行业集中度有进一步提升的趋势。 以小米汽车为例，其在本年度首次进入百万积分区间，主要得益于进入市场后较快的产品投放节奏和产量提升，在较短时间内形成一定规模。相比之下，部分传统合资车企在电动化转型上的推进相对缓慢，新能源车型占比较低，导致积分供给不足，需要通过市场购买积分弥补缺口，这一过程不仅增加了经营成本，也在一定程度上影响了其市场竞争能力。 其次，积分政策正在通过规则调整推动企业加快技术升级。按照工信部此前发布的相关安排，2025年度新能源汽车积分比例要求提升至38%，较2024年提高10个百分点；同时，新能源乘用车标准车型的单车积分分值整体下调，平均降幅约为40%。在具体指标上，达到积分上限所需的续航里程也由此前的536公里提高至618公里。这就要求车企必须加大新能源车型的技术研发投入，提升车辆的续航里程、电池密度等核心指标，才能获得足够的积分。 王智表示，积分市场如果运行顺畅，不仅能够让新能源车企通过积分交易获得额外收入，用于补充研发和产能投入，也有助于提高行业资源配置效率。对于积分较为充足的企业来说，积分交易可以转化为实际收益，进而支持其在新能源领域继续加大投入；对于存在积分缺口的企业来说，购买积分虽然能够满足合规要求，但也会增加经营成本，促使其更快推进电动化转型。 “从更长远看，双积分政策与双碳目标保持一致，有助于推动汽车产业向更高效的方向发展。”王智表示。（文章来源：华夏时报网）","news_type":1,"symbols_score_info":{"81211":0.6,"81810":0.6,"002594":1.96,"XIACY":1.88,"01211":1.96,"GELYY":1.87,"01810":1.88,"TSLA":1.91,"MIUmain":0.6,"EVS.SI":0.6,"BYDDY":1.96,"00175":1.87,"HXXD.SI":0.6,"HYDD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":93,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553002231215104"}
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