> 数据图表咨询下各位在手订单趋势(预测销量)-分车企：T+B+6新势力2025-5-4在手订单趋势(预测销量)-分车企：T+B+6新势力选取8家主流品牌跟踪周度存量订单数据(T+B+6新势力)：◼ 整体情况：3月释放春节前行业积压在手订单，预计交付逐步提升。 5月第一周交付大多提升，理想与赛力斯在手订单下降。◼ 自主品牌：比亚迪年底以来在手订单持续提升，预计交付将持续提升。◼ 新势力：小鹏/零跑/小米/蔚来在手订单持续提升，预计交付将持续提升。图表：分车企2024.8-2025.5国内乘用车周度订单（辆）周度跟踪结论(4/28-5/04)整体情况5月第一周交付大多提升，理想与赛力斯在手订单短期或承压海外龙头自主新能源新势力特斯拉 在手订单有所上升比亚迪在手订单提升+居历史高位，预计交付提升理想在手订单下降+居历史低位，预计交付短期或承压问界(赛力斯)在手订单下降+居历史低位，预计交付短期或承压小米小鹏零跑蔚来在手订单提升+居历史高位，预计交付提升在手订单提升+居历史高位，预计交付提升在手订单提升+居历史高位，预计交付提升在手订单提升+居历史高位，预计交付提升200000-20000-40000-6000040000200000-20000-40000-60000250000200000150000100000500000-50000特斯拉33W4243W4253W4263W4273W4283W4293W4204W4214W4224W4234W4244W4254W4264W4274W4284W4294W4205W4215W4225W4235W421W522W523W524W525W526W527W528W529W5201W5211W5221W5231W5241W5251W5261W5271W5210000008000006000004000002000000比亚迪6000040000200000-20000-40000问界(赛力斯)43W4273W4204W4234W4264W4294W4225W422W525W528W5211W5241W5271W5233W4253W4273W4293W4214W4234W4254W4274W4294W4215W4235W422W524W526W528W5201W5221W5241W5261W52小米80000600004000020000033W4253W4273W4293W4214W4234W4254W4274W4294W4215W4235W422W524W526W528W5201W5221W5241W5261W52理想33W4253W4273W4293W4214W4234W4254W4274W4294W4215W4235W422W524W526W528W5201W5221W5241W5261W52小鹏零跑200000150000100000500000100000800006000040000200000-20000蔚来33W4253W4273W4293W4214W4234W4254W4274W4294W4215W4235W422W524W526W528W5201W5221W5241W5261W521433W4253W4273W4293W4214W4234W4254W4274W4294W4215W4235W422W524W526W528W5201W5221W5241W5261W5233W4253W4273W4293W4214W4234W4254W4274W4294W4215W4235W422W524W526W528W5201W5221W5241W5261W52来源：公司公告，交强险数据，中泰证券研究所备注：含第三方交流调研数据，仅作参考中泰证券综合其他
