金吾财讯 | 中概新能源车盘前上扬，理想汽车(LI)升1.87%，报26.2美元；蔚来(NIO)升1.52%，报4.67美元；小鹏汽车(XPEV)涨0.85%，报19.02美元。交银国际研报称，根据部分已公布的2025年7月车企交付数据，得益于以旧换新政策，7月新能源车市场依然维持同比增长态势，但由于新能源渗透率已经连续4个月维持在50%以上，且7月为乘用车销售的传统淡季，因此当月新能源车市场整体交付量同比增速有所放缓，环比下滑，其中 11 家车企销量同比+11.2%，环比-6.2%。3-4季度多款新车待上市，随着“金九银十”传统销售旺季临近，预计8月整体销量环比改善。
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