> 数据图表请问一下各车企25Q2表现:小鹏、零跑超预期,其余符合预期2025-9-2各车企25Q2表现:小鹏、零跑超预期,其余符合预期23Q323Q424Q124Q224Q324Q425Q125Q285.3图表:各车企25Q2业绩表现车企小鹏汽车零跑汽车收入(亿元)yoy销量(辆)yoy毛利率归母净利润(亿元)单车收入(万元/车)单车利润(万元/车)收入(亿元)yoy销量(辆)yoy毛利率归母净利润(亿元)单车收入(万元/车)单车利润(万元/车)来源:各公司公告、中泰证券研究所81.160.2%30,20730.2%101.018.4%46,53316.3%65.562.3%21,82119.7%130.525.0% 153.9%40,00860,15835.3% 170.9%-2.67%-13.7-38.930.021.3-6.3-9.734.956.675.1% 141.7%31.9%44,32533,41055,32824.5% 134.8% 217.9%1.20%-1.40%-10.1-9.910.412.8-2.2-3.0161.123.4%91,50752.1%6.20% 12.89% 14.00% 15.26% 14.44%-13.5-13.317.621.7-1.5-2.252.8134.574.3% 154.9%86,165 120,86394.4% 118.4%8.10% 13.30%0.811.10.1-12.826.9-4.353.622.6%53,28656.8%2.80%-12.010.1-2.3-6.70%-9.59.5-1.7-18.121.7-3.998.6-6.911.4-0.8158.1-6.616.8-0.7100.2182.7141.5% 125.3%94,008103,181330.8% 241.6%15.56% 17.33%-4.817.7-0.5142.3187.4% 165.5%87,552134,112162.1% 151.7%14.90% 13.58%1.610.60.1-1.311.4-0.18中泰证券综合其他