造车新势力2026开年洗牌,AI军备赛打响

21世纪经济报道
Feb 24

2026年开年,新能源汽车市场并未迎来预期的“开门红”,传统淡季叠加政策切换的双重影响,多数新势力车企交付量环比大幅回落,但头部阵营的同比表现呈现剧烈分化,行业格局正迎来新一轮深度洗牌。鸿蒙智行以5.8万辆的销量断层领跑;小米、零跑紧随其后,销量分别超3.9万辆和3.2万辆;而曾经的头部梯队“蔚小理”则集体承压,理想、蔚来月销量在2.7万辆左右,小鹏则刚过2万辆,同比出现显著下滑。在销量承压、竞争...

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