【国盛汽车|行业深度】新势力:销量提升盈利向好,加速布局智能化全球化

GS汽车研究
Sep 09, 2025

报告摘要小鹏、小米、零跑新车强势,销量提升显著。2025年以来,小鹏、小米、零跑面向10-50万元市场推出较多新车及改款,车型涵盖轿车、suv等品类。受益于小鹏Mona M03(24年8月)、小米su7(24年3月)、零跑B10(25年4月)销售超预期,2025H1,小鹏/零跑/小米销量分别为19.7/22.2/15.8万辆,同比增速分别为279%/156%/- ,其中q2销量10.3/13.4/...

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