行业点评中国汽车行业 - 6月新能源车销售稳健,新车将推动3Q渗透率提升理想不及预期,小鹏蔚来符合预期:理想6月交付量环比下降11%至约3.6万台,2Q25销量环比增长20%至约11.1万台,仍较我们此前的预测低约1.3万台。我们认为理想6月交付低于预期主要是受销售体系调整以及消费者因等待新车型而延迟购买的拖累。小鹏6月交付量同比增长224%、环比微增3%至约3.5万台,主要受益于Mona M03...
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