金吾财讯 | 中概新能源车盘前普遍走高，小鹏汽车(XPEV)涨7.39%，理想汽车(LI)涨5.33%，蔚来(NIO)涨2.57%，Stellantis(STLA)涨1.58%。多家车企公布2025年1月销量，其中小鹏汽车交付量为30,350辆，同比+268%；理想汽车交付量为29,927辆，同比-4%；零跑汽车交付量为25170辆，同比+105%；小米汽车交付量超20,000辆；蔚来汽车交付量为13,863辆，同比+38%，环比-55%。东吴证券表示，DeepSeek有望进一步催化AI主线大行情，汽车智能化/人形机器人均是端侧重要应用，有望持续超预期。2025年是汽车智能化拐点之年，开启3年周期推动国内电动化渗透率实现50%-80%+的跃升，整车格局迎来新的重塑阶段，零部件格局或上演强者恒强（且寻找机器人/全球化第二增长曲线）。
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