2 月交付环比仍受累于季节性因素，小鹏继续领跑：1）小鹏交付量同比+570.0%/环比+0.3%至30,453 辆（其中，MONA M03 超1.5 万辆、P7+预计交付超5,000辆）；2）理想交付量同比+29.7%/环比-12.2%至26,263 辆；3）蔚来交付量同比+62.2%/环比-4.8%至13,192 辆（其中，乐道L60 交付环比-31.5%至4,049辆）。我们认为，新势力交付量...
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