新势力年度销量榜出炉：小鹏力压蔚来夺冠，却不是真正“大赢家”？

界面新闻2022-01-08

新年的第一天，造车新势力都如期晒出了各自最新交付成绩及全年交付总量。从已公布的数据来看，整体表现都还不错，其中小鹏汽车交付量最高，达到了16000辆，继续领跑新势力销量排行榜。另外，理想、蔚来、哪吒也都超过了万辆，整体排名与上月保持一致。数据统计显示，新势力12月整体的表现依然出色，月销量破万的车企有4家，分别为小鹏、理想、蔚来和哪吒。而排在第五至第八名的分别是零跑以及威马。如果从销量数据层面上...

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节节高升再升
2022-01-09
节节高升再升
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，同比猛涨181%，蝉联造车新势力排行榜榜首，同时也是首个突破1.6万辆交付量的新势力车企，且2021全年累计98155辆；凭借年底最后一季度的强势期，小鹏汽车奋起直追之后小鹏实现了逆势的增长，不仅蝉联月销量三连冠宝座，还取得了年度销量第一佳绩。而理想汽车12月份累计销量14087辆，创下了新车最高交付记录，同比增长高达130%，环比增长4.3%，2021全年累计90491辆；虽然从数据上来看稍逊色于小鹏，但如果从利润角度来比较，理想却更胜一筹，甚至是“蔚小理”中表现最好的一个。根据三家车企第三季度财报显示，小鹏和蔚来净亏损分别为15.95亿元和8.35亿元，而反观理想，净亏损仅0.22亿元。言外之意，虽然小鹏的销量上去了，但依然没有改善亏损的局面，甚至落于理想、蔚来之后。不得不承认理想还是有“两把刷子”，毕竟目前理想旗下仅理想ONE一款车型，而这一款车型就能让销量干到了1万多辆，甚至比其他造车新势力多款产品的销量总和还高，可见市场对其认可度非常之高。只是未来纯电动车才是主流趋势，增程式的前景任是一个未知数；尽管理想接下来也将推出纯电动产品推出，但后续是否能够保持理想ONE的口碑和销量？还得经过市场检验才知。作为曾经头部造车新势力的“领头羊”，蔚来已经很久没有出现在销量榜首的位置上了。而2021年12月份，蔚来共销售了10489辆，同比增长49.7%，这也是蔚来第三次实现交付量突破万辆。累计交付量方面，2021年累计91429辆。但从数据上来看，12月份销量居于小鹏、理想之后，就连全年销量也落于小鹏之后，难不成蔚来真的被两位“老对手”碾压了？其实未必。众所周知，蔚来自成立以来就一直走的高端化路线，目前蔚来旗下产品的平均售价高达43万元，甚至比一线豪华品牌奥迪、宝马的平均售价还要高；而小鹏的产品平均售价在21万元左右，对比之下两者差距有两倍之多，所有，仅从销量这单一维度来评判谁是第一谁是第二，显得过于片面。不难看出，头部造车新势力三足鼎立，销量上并没有拉开太大的差距，同时在股价方面非常接近，形成相对平衡的发展势态，没有绝对的“大赢家”之说。除“蔚小理”之外的造车新势力里面，哪吒的表现尤为亮眼。2021年12月哪吒累计销量10127辆，同比大涨236%，环比略微增长1.14%，且已经连续12个月创下新车交付的最高记录，成为造车新势力中不可忽视的“黑马”存在。紧随其后的则是零跑汽车，数据显示，零跑汽车12月份交付量为7807辆，同比增长368%，环比增长39%，同样创下了新车最高交付量记录。不难看出，这些中游新势力如今已经实现稳定增长势头，且与头部队伍的差距逐渐缩小。至于威马汽车，威马12月交付量为5062辆，今年全年累计交付量达到44157辆，同比上涨96.3%。对于威马汽车自身而言，这已经是截至目前取得的最好成绩，甚至今年一年的交付量接近过去三年的累计交付总和。数据上看似不错，但没有对比就没有伤害，威马在销量上不仅被哪吒赶超，甚至与“后来者”零跑销量也毫无优势，似乎哪吒、零跑等造车新势力一路飙升的市场表现给威马造成了不小的压力，作为前辈，威马显得心有余而力不足，实在是“起了个大早，赶个晚集”。如果再不加把劲，恐怕要面临“掉队”的险境。总的来说，头部队伍格局较为稳定，一众后浪也颇有后来者居上的意思，新势力品牌正呈现出多元化的发展趋势。虽是好事，但目前市面上造车新势力层出不穷，后起之秀势头正猛，新能源汽车市场存量竞争愈发激烈，发展变数也越来越大，倘如掉以轻心，只怕不是掉队那么简单了，甚至连活下来都成问题。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9006805374,"gmtCreate":1641682975658,"gmtModify":1676533638541,"author":{"id":"4095393405473140","authorId":"4095393405473140","name":"节节高升再升","avatar":"https://community-static.tradeup.com/news/563d993cf1d950dfb5f7dbf8f57c2d75","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"4095393405473140","authorIdStr":"4095393405473140"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006805374","repostId":2202706249,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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