7月1日，多家车企公布6月新能源汽车交付数据。 比亚迪：6月新能源汽车销量38.26万辆，上年同期34.17万辆；上半年新能源汽车销量约214.6万辆，同 比增长33.04%。 吉利汽车：6月汽车销量236036辆，同比增长42%。吉利汽车将全年销售目标上调11%，从271万辆上调 至300万辆。 上汽集团：6月整车销售36.53万辆，产量34.08万辆；1-6月累计整车销售205.26万辆，同比增长 12.35%。其中，新能源汽车当月销量达到12.07万辆，同比增长29.19%，累计销量为64.63万辆，同比增 长40.19%。 长城汽车：6月销量为11.07万台，同比增长12.86%；产量为10.86万台，同比增长10.86%。6月海外销售 4.01万台，1-6月累计销售19.77万台。新能源车销售方面，6月销售3.64万台，1-6月累计销售16.04万 台。 长安汽车：2025年上半年销量创近8年新高，达135.5万辆。其中新能源销量45万辆，同比增长48.8%。 多家新势力车企也纷纷公布成绩单，详情如下： 理想汽车：6月交付新车36279辆，第二季度共交付111074辆。截至2025年6月30日，理想 ...

Summary of Key Points Core Viewpoint The report provides an overview of the electric vehicle (EV) delivery performance of various new car manufacturers in June 2025, highlighting significant growth and declines in sales across different companies. Company Performance - Xiaomi Auto delivered over 25,000 vehicles in June [1] - Lynk & Co sold 26,310 vehicles, marking an 8% year-on-year increase [1] - Zeekr Technology reported sales of 16,702 vehicles, a 17% decline compared to the previous year [1] - Lantu Auto achieved sales of 10,053 vehicles, reflecting an 83% year-on-year growth [1] - Avita Auto sold 10,153 vehicles, with a remarkable 117% increase year-on-year [1] - NIO delivered 24,925 vehicles, up 17.5% year-on-year [1] - Li Auto's deliveries totaled 36,279 vehicles, down 24% year-on-year [1] - Zhiji Auto delivered 6,027 new vehicles in June [1] - Deep Blue Auto achieved total deliveries of 29,893 vehicles, a 79% year-on-year increase and a 17% month-on-month growth [1] - Hongmeng Zhixing set a new monthly sales record with 52,747 vehicles delivered [1] - BYD's new energy vehicle sales reached 382,600 units, up from 341,700 units in the same month last year [1] - Leap Motor delivered 48,006 vehicles, showing over 138% year-on-year growth, with total deliveries exceeding 220,000 units in the first half of the year [1] - Xpeng Motors delivered 34,611 new vehicles, achieving a 224% year-on-year increase and maintaining over 30,000 deliveries for eight consecutive months [1]

Core Viewpoint - The new energy vehicle (NEV) market is experiencing significant sales differentiation among various brands, with Xiaopeng Motors being the only new force brand to meet its mid-year sales target, achieving over 50% completion rate [1][3]. Group 1: Sales Performance - In June, overall sales remained stable compared to May, but individual brand performances varied significantly [1]. - Hongmeng Zhixing (including Wenjie, Zhijie, Xiangjie, and Zunjie) achieved the highest month-on-month sales growth of 18.66%, followed by Deep Blue with a 17.01% increase [1]. - Xiaopeng Motors' cumulative delivery volume for the first half of the year exceeded last year's total, making it the only new force brand with over 50% of its sales target achieved [3]. Group 2: Brand-Specific Insights - Hongmeng Zhixing's "Four Realms" sold 52,747 units in June, setting new monthly and daily sales records, and became the monthly sales champion among new force brands [1]. - Leap Motor delivered 48,006 units in June, marking a 6.52% month-on-month increase, ranking second among new force brands [1]. - Xiaomi's vehicle deliveries fell to over 25,000 units in June, a decrease of approximately 3,000 units from the previous month, primarily due to delivery challenges rather than sales [2]. Group 3: Cumulative Delivery Data - In the first half of the year, besides Leap Motor, both Zeekr and Li Auto also surpassed 200,000 cumulative deliveries, while Xiaopeng Motors approached this figure [3]. - Xiaomi's official data indicates a cumulative delivery of at least 110,000 units, falling short of its target of 350,000 units, with future deliveries dependent on the capacity of its second-phase factory [3].

Core Insights - The new energy vehicle brands are facing significant challenges, with half of them achieving less than 30% of their annual sales targets [1][3] - Xiaopeng Motors is the only brand that has met its mid-year sales target, with a completion rate exceeding 50% [1][3] Sales Performance - Overall sales in June remained stable compared to May, but there was notable divergence among brands [2] - Hongmeng Zhixing (including Wanjie, Zhijie, Xiangjie, and Zunji) saw the highest month-on-month increase in June sales at 18.66%, followed by Deep Blue at 17.01% [2] - Avita, Ideal, and Zeekr experienced declines, with Avita's sales dropping over 20% and Ideal's down by 11.2% [2] Brand-Specific Performance - Hongmeng Zhixing achieved a record monthly sales of 52,747 units, becoming the monthly sales champion among new energy vehicle brands [2] - Leap Motor delivered 48,006 units in June, marking a 6.52% increase and ranking second among new energy brands [2] - Xiaomi's vehicle deliveries fell to over 25,000 units in June, a decrease of approximately 3,000 units from the previous month, primarily due to delivery challenges rather than sales [2] Cumulative Delivery and Targets - In the first half of the year, besides Leap Motor, Zeekr and Ideal also surpassed cumulative deliveries of 200,000 units, while Xiaopeng Motors approached this figure [3] - Xiaopeng Motors is the only brand with a mid-year sales target completion rate exceeding 50%, while five brands, including Ideal and Deep Blue, have achieved less than 30% of their annual sales targets [3] - Xiaomi's cumulative delivery exceeded 110,000 units, falling short of its target of 350,000 units, with future deliveries dependent on the capacity of its second-phase factory [3]

Group 1 - The core point of the article is that Li Auto (02015.HK) achieved a weekly sales volume of 8,000 units during the 26th week of 2025 (June 23-29) [1]

Sales Performance Summary - Multiple automotive companies released their June sales data, showcasing significant growth in sales figures across the board [2][3][4][5][6][7][8][9][10][11][12] Company-Specific Highlights - SAIC Motor Corporation sold 365,331 vehicles in June, with a total of 2.053 million vehicles sold in the first half of the year, marking a 12.4% year-on-year increase [2] - Geely Automobile reported June sales of 236,036 vehicles, a 42% increase year-on-year, and raised its 2025 sales target from 2.7 million to 3 million vehicles [3] - Great Wall Motors sold 110,690 vehicles in June, with a cumulative production of 571,181 vehicles in the first half of the year, reflecting a 1.84% increase [4] - Leap Motor achieved a record delivery of 48,006 vehicles in June, representing over a 138% year-on-year growth, with a total of 221,664 vehicles delivered in the first half of 2025 [5] - Li Auto delivered 36,279 vehicles in June, with a total of 111,074 vehicles delivered in the second quarter [6] - Xpeng Motors delivered 34,611 vehicles in June, a 224% year-on-year increase, and achieved a record quarterly delivery of 103,181 vehicles in Q2 [7] - Deep Blue Automotive reported June deliveries of 29,893 vehicles [8] - Xiaomi Automotive announced June deliveries exceeding 25,000 vehicles, indicating strong consumer recognition [9] - NIO delivered 24,925 vehicles in June, a 17.5% year-on-year increase [10] - BAIC Blue Valley's subsidiary reported June sales of 11,991 vehicles, with a cumulative production of 68,009 vehicles in the first half of 2025, reflecting a 269.61% increase [11] - Qianli Technology reported June sales of 10,102 vehicles, with a cumulative sales increase of 61.62% in the first half of the year [12]

Core Insights - Li Auto delivered 36,279 vehicles in June and a total of 111,074 vehicles in Q2 2025, reaching a cumulative delivery of 1,337,810 vehicles by June 30, 2025 [2] - The company celebrated its 10th anniversary on July 1, 2025, highlighting significant achievements, including over 1.33 million vehicles delivered in the past five years and being the sales champion in the mid-to-high-end market for two consecutive years [2] - CEO Li Xiang attributed the company's success to four key factors, emphasizing the opportunities and challenges in 2025 [2] Product and Market Strategy - Li Auto plans to accelerate its high-voltage pure electric product lineup, with the launch of the Li Auto i8 six-seat pure electric SUV in July and the Li Auto i6 five-seat pure electric SUV in September [3] - The product lineup will include four range-extended electric SUVs, one flagship MPV, and two high-voltage pure electric SUVs [3] - The company is upgrading its sales team to ensure efficient operation across its entire product range [3] Network and Infrastructure - As of June 30, 2025, Li Auto has established 530 retail centers across 151 cities and 511 after-sales service and authorized repair centers in 222 cities [3] - The company has deployed 2,851 Li Auto Supercharging stations with 15,655 charging piles nationwide, enhancing user convenience for charging services [3] Core Values and Strategic Focus - Li Auto emphasizes a user-centric approach, aiming to create value for family users and meet their high-quality travel needs [4] - The company focuses on self-research of core technologies to drive innovation in the industry and democratize high-end features to more affordable price ranges [4] - Li Auto respects the automotive industry by establishing its own intelligent manufacturing facilities and mastering core industrial technologies [4] - The company benefits from national and industrial policy support, contributing to China's position as a leading global market for new energy vehicles [4]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Li Auto Inc. 理想汽車 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：2015） 自願公告 2025年6月交付更新資料 於2025年7月1日，中國新能源汽車市場的領導者理想汽車（「理想汽車」或「本公 司」）（納斯達克：LI；香港交易所：2015）宣佈，2025年6月，理想汽車交付新車 36,279輛，第二季度共交付111,074輛。截至2025年6月30日，理想汽車歷史累計 交付量為1,337,810輛。 在成立十週年之際，理想汽車已連續兩年成為人民幣20萬元以上中高端市場中國 汽車品牌銷量冠軍。新推出的理想MEGA Home版銷量遠超預期，使理想MEGA 成為人民幣50萬元以上不分能源形式的MPV銷量第一。隨著家庭六座純電SUV理 想i8在7月上市和家庭五座純電SUV理想i6在9月上市，本公司屆時將實現4款增 程電動SUV、1款旗艦MPV和2款高壓純電SUV的產品佈局。目 ...

理想汽车：家庭六座纯电SUV理想i8将于7月上市 金十数据7月1日讯，理想汽车(LI.O)公布2025年6月交付数据。截至2025年6月30日，理想汽车历史累计 交付量为1,337,810辆。下半年高压纯电产品将加速发力，家庭六座纯电SUV理想i8将于7月上市，这是 我们为用户打造的'全新移动的家'，家庭五座纯电SUV理想i6将于9月上市，届时我们将实现4款增程电 动SUV+1款旗舰MPV+2款高压纯电SUV的产品布局。 ...

理想汽车在2025年6月交付了36,279辆汽车；第二季度交付总量为111,074辆。 ...