金吾财讯 | 蔚来-SW(09866)盘中走高，截至发稿，最新报39.68港元，涨幅6.10%，成交额4632.25万港元。消息面上，2026年蔚来新建电池研发基地项目落地嘉定，聚焦下一代动力电池的研发。该项目计划今年下半年启动施工，建成后将拥有31个锂电池测试实验室、1条锂离子电芯试制线和1条电池包Pack线。此外，在近日得蔚来ES8大五座版上市发布会后媒体沟通会上，蔚来创始人、董事长李斌透露，从5、6月份的数据来看，蔚来公司销量已经超过宝马、奔驰、奥迪；6月份蔚来品牌成交单价超过44万元，也是全面超越BBA；ES8用户中，来自于BBA和保时捷的增换购用户超过68%。乘联分会数据亦显示，2026年二季度，蔚来公司在中国市场累计销量为10.74万辆，同期奥迪销量、宝马和奔驰销量分别为10.3万辆、9.8万辆、7.9万辆。
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