◼ 一、6月汽车销量回望
6月零售“淡季不淡”，汽车消费动力增强··················································································································································· 5
新能源恢复高增长，渗透率保持上升走势······················································································································································6
纯电6月超预期，PEHV交出半年圆满答卷·····················································································································································7
自主品牌跑赢大市，同环比持续双升······························································································································································8
◼ 二、国内新势力车企销量及重点车型跟踪
理想汽车：交付量回暖，连续两个月创下新高············································································································································· 10
小鹏汽车：销量连续领先，轿车系列贡献显著············································································································································· 11
蔚来汽车：累计交付实现正增，环比增速六成以上·····································································································································13
哪吒汽车：V车系销量领先，成半年度新势力纯电车榜首··························································································································15
零跑汽车：同比增速居首，实现10万台量产下线·········································································································································17
特斯拉：超级工厂产能释放，产销明显改善··················································································································································19
◼ 三、国内主要上市车企销量及重点车型跟踪
长城汽车：克服供应链困境，海外业务大幅增长·········································································································································22
长安汽车：新能源转型稳健，传统车环比劲增············································································································································· 24
广汽集团：埃安半年销量破十万，新能源表现可圈可点·····························································································································26
比亚迪：刷新单月记录，DMi、EV双箭齐发·················································································································································28
上汽集团：回暖至疫情前水平，自主品牌持续发力·····································································································································30
吉利汽车：同环比均有增加，新能源继续上量············································································································································· 32
◼ 四、新车展望
◼ 五、投资策略&风险提示
