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汽车行业:3月交付表现亮眼,局部疫情不改增长趋势-造车新势力系列之八
2022 年4 月,多家造车新势力公布了3 月的销量数据。2022 年3 月,埃安/小鹏/哪吒/理想/零跑/蔚来/极氪销量分别为20,317/15,414/12,026/11,034/10,059/9,985/1,795 辆, 分别同比
+190%/+202%/+270%/+125%/+247%/38%/-,分别环比218%/148%/69%/31%/193%/63%/-38%。2022Q1,埃安/小鹏/理想/哪吒/蔚来/零跑/极氪的销量为44,874/34,561/31,716/30,152/25,768/21,544/8,241 辆,同比+155%/+159%/+152%/+305%/+28%/+410%/-,分别环比+4%/-17%/-10%/+7%/+3%/+26%/+37%。埃安、小鹏交付量领先,哪吒、零跑保持高速增长。