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Jasonhou
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IP属地：重庆
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Jasonhou
Jasonhou
·
10-24
元plus 不就是比亚迪第一吗！这标题
1-9月纯电销量，比亚迪没进前3！靠吉利就能“镇住”特斯拉？
2025年9月，全球电动汽车单月销售规模首次超过200万辆，同比增长26%。同期，国内新能源汽车产销量也达到新高，9月单月实现160.4万辆的销售业绩。回顾国内1-9月纯电车销量，销量排名前三的车型共计售出约90万辆。头部小型电动车月销轻松过万，而电动MINI COOPER、钇为3等车型的月销量仅维持在百余辆甚至个位数水平。随着2025年底新能源汽车补贴政策的退坡，纯电车将逐渐进入市场化竞争。
1-9月纯电销量，比亚迪没进前3！靠吉利就能“镇住”特斯拉？
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Jasonhou
Jasonhou
·
08-10
肯定打啊，药已经批了 人源长效GLP-1 才85亿 多便宜啊 。 诺和诺德几万亿了。
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Jasonhou
Jasonhou
·
02-19
Replying to
@捷克Jack
:相信我吧！直投的，和我们公司一轮交割的，稍微还晚了些。 所以知道内情//
@捷克Jack
:不是的哦，13F披露了，是完全由三方机构进行的投资，并非自己的决策。当然这笔本来就是17年的投资，已经很久了。 现在上市，才需要披露。 //
@Wangbin
:别人是直投哈小哥。别看空了
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Jasonhou
Jasonhou
·
02-19
天使轮英伟达是直投的。不是通过基金
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Jasonhou
Jasonhou
·
2024-07-05
$特斯拉(TSLA)$
特斯拉这一波可以拿3-5年。 400以内上车都不错
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Jasonhou
Jasonhou
·
2024-06-08
$游戏驿站(GME)$
完全没出来，是不是被忽悠了
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Jasonhou
Jasonhou
·
2021-12-31
越低越买！良心企业家。民众不会落井下石看着你们死
非常抱歉，此主贴已删除
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Jasonhou
Jasonhou
·
2021-08-31
$新东方(EDU)$
还能怎么跌啊！都地狱价了
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Jasonhou
Jasonhou
·
2021-08-16
$新东方(EDU)$
太可怜
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Jasonhou
Jasonhou
·
2021-08-16
$维珍银河(SPCE)$
还会跌
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不就是比亚迪第一吗！这标题","listText":"元plus 不就是比亚迪第一吗！这标题","text":"元plus 不就是比亚迪第一吗！这标题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492454990406200","repostId":"2577221589","repostType":2,"repost":{"id":"2577221589","kind":"news","pubTimestamp":1761234563,"share":"https://www.laohu8.com/m/news/2577221589?lang=&edition=full","pubTime":"2025-10-23 23:49","market":"hk","language":"zh","title":"1-9月纯电销量，比亚迪没进前3！靠吉利就能“镇住”特斯拉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2577221589","media":"知嘹汽车","summary":"2025年9月，全球电动汽车单月销售规模首次超过200万辆，同比增长26%。同期，国内新能源汽车产销量也达到新高，9月单月实现160.4万辆的销售业绩。回顾国内1-9月纯电车销量，销量排名前三的车型共计售出约90万辆。头部小型电动车月销轻松过万，而电动MINI COOPER、钇为3等车型的月销量仅维持在百余辆甚至个位数水平。随着2025年底新能源汽车补贴政策的退坡，纯电车将逐渐进入市场化竞争。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235700181v201vqdghdklxhd\"/><p><strong>当前，纯电汽车领域愈发呈现两极分化的态势。</strong></p><p>2025年9月，全球电动汽车单月销售规模首次超过200万辆，同比增长26%。同期，国内新能源汽车产销量也达到新高，9月单月实现160.4万辆的销售业绩。然而在这组光鲜数字背后，纯电细分市场正在经历剧烈调整。</p><p>回顾国内1-9月纯电车销量，销量排名前三的车型共计售出约90万辆。同时，根据统计显示，前三季度累计销量未达万辆的车型超过80款，部分昔日明星产品已逐渐淡出主流视野，两极分化的态势愈发明显。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235700858v201jcj05x3woga\"/><p>1-9月，星愿、Model Y与五菱宏光MINIEV三款车型共同拿下超90万辆的销售业绩，形成稳固的第一梯队。作为新兴势力的<a href=\"https://laohu8.com/S/XIACY\">小米</a>SU7累计交付近22万辆，成功跻身行业前五。而元PLUS、海豚等经典车型依然保持稳定表现，销量均突破11万辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235701514v201y1ejp3x0j7v\"/><p>顶端的少数车型吃掉了主要的市场份额，而处于底层的众多产品则面临生存挑战。这种差异在小型电动车领域表现得尤为突出。头部小型电动车月销轻松过万，而电动MINI COOPER、钇为3等车型的月销量仅维持在百余辆甚至个位数水平。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235702940v201yy1xzptpm9x\"/><p>在榜单中段（第21至60位）聚集着竞争最为激烈的车型群体。这个区间的产品销量多集中在2万到5万辆区间，其中<a href=\"https://laohu8.com/S/09863\">零跑</a>B10和零跑B01分别取得5.1万与3.3万辆的业绩，展现出新兴品牌的成长潜力。iCAR V23则凭借4.8万辆的销售表现证明了自己的实力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235703905v20132jkbnfodbx\"/><p>传统车企阵营中，红旗E-QM5实现4.5万辆销量，宝马i3约1.8万辆，均在各自细分领域占据一席之地。曾经的热门车型小鹏G6虽收获3.6万辆销售数据，但较往年表现有所回调。这个区间的产品普遍存在定位不够鲜明的问题，虽然无明显短板，但也缺乏足够吸引消费者的独特卖点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235704585v201wm8e456n21f\"/><p>榜单60位以后的区间真实反映了市场竞争的严峻性。智己L6、smart精灵#1等车型累计销量约1.6万辆，在这个区间已属较好表现。更多车型如别克E5、<a href=\"https://laohu8.com/S/000806\">银河</a>E8月均销量仅千辆左右。而处于末位的<a href=\"https://laohu8.com/S/1D1.SI\">飞凡</a>R7、欧拉芭蕾猫等产品，月销量更是跌至两位数。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235710230v2018ai3dhz10qu\"/><p>部分传统<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌的电动车型未能延续其燃油车时代的<a href=\"https://laohu8.com/S/002296\">辉煌</a>，宝马iX1、奥迪Q4 e-tron等车型市场反响平平。腾势N7、创维EV6等产品的市场数据同样不尽如人意。曾经火爆的微型电动车市场明显收缩，多款昔日畅销车型销量大幅下滑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235715604v201xzlu1cob35j\"/><p>纵观今年销量，星愿之所以能够领跑市场，得益于其成熟的三电技术体系和完善的生态服务网络。相比之下，滞销车型普遍面临三大困境：<strong>产品定位不够清晰、品牌影响力不足以及市场策略存在偏差。</strong></p><p>以电动MINI COOPER为例，基于经典燃油车型打造的电动产品，试图以复古设计与电动技术的结合吸引消费者。但超过30万元的定价和200公里左右的续航里程，让产品在情感价值与实际效用之间出现明显失衡。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251023235717305v201s9jyxji0haw\"/><p>值得注意的是，9月数据显示，纯电车型继续保持快速增长，而增程式与插电混动车型则出现负增长。数据对比就更为直观了：9月纯电车型销量83.5万辆，同比增长32%，而增程式仅10.4万辆，同比下降14%，显露出这种“过渡技术路线”的局限性。为了对标纯电车型的续航表现，增程式车辆不得不配备更大容量电池，导致产品定价偏高，性价比优势减弱。</p><p><strong>写在最后</strong></p><p>未来。随着2025年底新能源汽车补贴政策的退坡，纯电车将逐渐进入市场化竞争。政策驱动向市场驱动的转变符合行业发展的客观规律。未来的竞争恐怕还会有结构性挑战，对此您怎么看？欢迎留言。</p><p><strong>知嘹汽车原创文章｜</strong>如需转载请联系我们</p></article></body></html>","source":"tencent","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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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\">\n1-9月纯电销量，比亚迪没进前3！靠吉利就能“镇住”特斯拉？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-23 23:49 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251023235731a470fab7&s=b><strong>知嘹汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当前，纯电汽车领域愈发呈现两极分化的态势。2025年9月，全球电动汽车单月销售规模首次超过200万辆，同比增长26%。同期，国内新能源汽车产销量也达到新高，9月单月实现160.4万辆的销售业绩。然而在这组光鲜数字背后，纯电细分市场正在经历剧烈调整。回顾国内1-9月纯电车销量，销量排名前三的车型共计售出约90万辆。同时，根据统计显示，前三季度累计销量未达万辆的车型超过80款，部分昔日明星产品已逐渐...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251023235731a470fab7&s=b\">Web Link</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","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","01211":"比亚迪股份","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) 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COOPER、钇为3等车型的月销量仅维持在百余辆甚至个位数水平。在榜单中段（第21至60位）聚集着竞争最为激烈的车型群体。这个区间的产品销量多集中在2万到5万辆区间，其中零跑B10和零跑B01分别取得5.1万与3.3万辆的业绩，展现出新兴品牌的成长潜力。iCAR V23则凭借4.8万辆的销售表现证明了自己的实力。传统车企阵营中，红旗E-QM5实现4.5万辆销量，宝马i3约1.8万辆，均在各自细分领域占据一席之地。曾经的热门车型小鹏G6虽收获3.6万辆销售数据，但较往年表现有所回调。这个区间的产品普遍存在定位不够鲜明的问题，虽然无明显短板，但也缺乏足够吸引消费者的独特卖点。榜单60位以后的区间真实反映了市场竞争的严峻性。智己L6、smart精灵#1等车型累计销量约1.6万辆，在这个区间已属较好表现。更多车型如别克E5、银河E8月均销量仅千辆左右。而处于末位的飞凡R7、欧拉芭蕾猫等产品，月销量更是跌至两位数。部分传统豪华品牌的电动车型未能延续其燃油车时代的辉煌，宝马iX1、奥迪Q4 e-tron等车型市场反响平平。腾势N7、创维EV6等产品的市场数据同样不尽如人意。曾经火爆的微型电动车市场明显收缩，多款昔日畅销车型销量大幅下滑。纵观今年销量，星愿之所以能够领跑市场，得益于其成熟的三电技术体系和完善的生态服务网络。相比之下，滞销车型普遍面临三大困境：产品定位不够清晰、品牌影响力不足以及市场策略存在偏差。以电动MINI COOPER为例，基于经典燃油车型打造的电动产品，试图以复古设计与电动技术的结合吸引消费者。但超过30万元的定价和200公里左右的续航里程，让产品在情感价值与实际效用之间出现明显失衡。值得注意的是，9月数据显示，纯电车型继续保持快速增长，而增程式与插电混动车型则出现负增长。数据对比就更为直观了：9月纯电车型销量83.5万辆，同比增长32%，而增程式仅10.4万辆，同比下降14%，显露出这种“过渡技术路线”的局限性。为了对标纯电车型的续航表现，增程式车辆不得不配备更大容量电池，导致产品定价偏高，性价比优势减弱。写在最后未来。随着2025年底新能源汽车补贴政策的退坡，纯电车将逐渐进入市场化竞争。政策驱动向市场驱动的转变符合行业发展的客观规律。未来的竞争恐怕还会有结构性挑战，对此您怎么看？欢迎留言。知嘹汽车原创文章｜如需转载请联系我们","news_type":1,"symbols_score_info":{"80175":0.6,"81211":0.6,"00175":0.9,"TSLA":0.9,"00285":1.5,"GELYY":0.6,"002594":0.6,"HYDD.SI":0.6,"BYDDY":0.6,"EVS.SI":0.6,"01211":1.5}},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466151145091408,"gmtCreate":1754831498450,"gmtModify":1754831500507,"author":{"id":"3452854998460930","authorId":"3452854998460930","name":"Jasonhou","avatar":"https://static.tigerbbs.com/2791b97d02b3852048f0f004be4e5ac5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452854998460930","idStr":"3452854998460930"},"themes":[],"htmlText":"肯定打啊，药已经批了 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href=\"https://laohu8.com/U/212008496769156\">@捷克Jack</a>:不是的哦，13F披露了，是完全由三方机构进行的投资，并非自己的决策。当然这笔本来就是17年的投资，已经很久了。 现在上市，才需要披露。 //<a href=\"https://laohu8.com/U/3454625932887607\">@Wangbin</a>:别人是直投哈小哥。别看空了","listText":"Replying to <a href=\"https://laohu8.com/U/212008496769156\">@捷克Jack</a>:相信我吧！直投的，和我们公司一轮交割的，稍微还晚了些。 所以知道内情//<a href=\"https://laohu8.com/U/212008496769156\">@捷克Jack</a>:不是的哦，13F披露了，是完全由三方机构进行的投资，并非自己的决策。当然这笔本来就是17年的投资，已经很久了。 现在上市，才需要披露。 //<a href=\"https://laohu8.com/U/3454625932887607\">@Wangbin</a>:别人是直投哈小哥。别看空了","text":"Replying to @捷克Jack:相信我吧！直投的，和我们公司一轮交割的，稍微还晚了些。 所以知道内情//@捷克Jack:不是的哦，13F披露了，是完全由三方机构进行的投资，并非自己的决策。当然这笔本来就是17年的投资，已经很久了。 现在上市，才需要披露。 //@Wangbin:别人是直投哈小哥。别看空了","images":[{"img":"https://static.tigerbbs.com/430bc8ecb57be11d2ae27e0bddca2e6c","width":"1914","height":"672"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405326188454160","isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":404985326022984,"gmtCreate":1739897867134,"gmtModify":1739897868555,"author":{"id":"3452854998460930","authorId":"3452854998460930","name":"Jasonhou","avatar":"https://static.tigerbbs.com/2791b97d02b3852048f0f004be4e5ac5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452854998460930","idStr":"3452854998460930"},"themes":[],"htmlText":"天使轮英伟达是直投的。不是通过基金","listText":"天使轮英伟达是直投的。不是通过基金","text":"天使轮英伟达是直投的。不是通过基金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404985326022984","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324199997825032,"gmtCreate":1720179442842,"gmtModify":1720179444746,"author":{"id":"3452854998460930","authorId":"3452854998460930","name":"Jasonhou","avatar":"https://static.tigerbbs.com/2791b97d02b3852048f0f004be4e5ac5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452854998460930","idStr":"3452854998460930"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉这一波可以拿3-5年。 400以内上车都不错","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 特斯拉这一波可以拿3-5年。 400以内上车都不错","text":"$特斯拉(TSLA)$ 特斯拉这一波可以拿3-5年。 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