小鹏汽车逆势走高！销量超出淡季稳定性，车型周期与盈利改善有望共振
3月7日，小鹏汽车-W逆势走高，再涨超3%！公司销量超出淡季稳定性，车型周期与盈利改善有望共振。
中信证券发布研报称，2025年2月，小鹏汽车交付新车30,453台，同比增长570%；排名新势力车企2月交付量第一名。小鹏在2025年1-2月累计交付6.08万辆，同比+375%，展现出超越淡旺季的稳定性，该行称25Q1交付的强劲背后是公司组织能力的全方位提升，2025年小鹏车型周期和盈利改善共振，智驾功能加速落地。
申万宏源表示，公司新车型周期开启，销量增长潜力显着。全新小鹏G6上市在即，价值后续G9、X9、P7i等老车型改款及G7、首款增程车型G01的推出，销量增长潜力显着，该行预计2025年公司将实现49万辆总销量，同比+158%。公司新车P7+及Mona M03销量强劲，对外合作及内部改革进度超预期，盈利能力大幅增强，同时机器人业务也有望取得突破性进展。
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