Group 1 - In July, BYD's passenger car sales reached 341,030 units, with significant contributions from the Dynasty and Ocean series [1][2] - BYD's overall sales saw a decline, potentially due to reduced discounts, but the Fangchengbao model emerged as a new growth point with sales of 14,180 units [4] - BYD's overseas sales increased by 159.5% year-on-year, indicating progress in expanding its international market presence [4] Group 2 - Geely's new energy vehicle sales in July totaled 130,124 units, with the Galaxy brand contributing 95,043 units [5][8] - Geely's organizational restructuring has shown positive results, particularly with the Galaxy brand supporting its new energy vehicle segment [8] - If Geely's international expansion continues successfully, it is likely to achieve its annual target of 3 million units [8] Group 3 - Changan's new energy vehicle sales exceeded 79,000 units in July, with the Changan Qiyuan model delivering 28,568 units [9][10] - Changan has recently become the 100th central enterprise in China, which may enhance resource allocation for its brands [16] Group 4 - Chery's total sales in July reached 224,439 units, with new energy vehicle sales at 65,357 units [18] - Chery has seen a rise in its global ranking and has become the first Chinese brand to export over 5 million vehicles [18] Group 5 - SAIC-GM-Wuling's new energy vehicle sales in July were 73,901 units, contributing to a total of 123,341 units sold [20] - Wuling is focusing on expanding its export business, with a new MPV model launched in Indonesia [20] Group 6 - Leap Motor achieved a record monthly delivery of 50,129 units in July, marking a strong growth trend [23] - The launch of the B01 model at a competitive price point is expected to enhance Leap Motor's market presence [23] Group 7 - Hongmeng Zhixing delivered 47,752 units in July, maintaining a strong performance with the AITO M8 model being a key contributor [25] - Upcoming models are expected to further expand Hongmeng's market share [25] Group 8 - Xiaopeng Motors delivered 36,717 units in July, continuing a streak of over 30,000 units for nine consecutive months [30] - The launch of the G7 model is seen as a direct competition to Xiaomi's YU7 [30] Group 9 - Great Wall Motors' new energy vehicle sales reached 34,593 units in July, with the Wey brand contributing 10,045 units [32] - Great Wall is focusing on quality and has received positive feedback for its recent initiatives [37] Group 10 - Li Auto delivered 30,731 units in July, with the launch of the i8 model expected to provide new growth opportunities [39] - The company is transitioning to a dual strategy of range-extended and pure electric vehicles [39] Group 11 - Xiaomi's automotive division delivered over 30,000 units in July, with the YU7 model experiencing high demand [41] - Production capacity is expected to improve with the expansion of manufacturing facilities [41] Group 12 - Dongfeng Yipai Technology sold 27,923 units in July, with strong performance from its sub-brands [44] Group 13 - GAC Aion's sales reached 26,557 units in July, with significant investments in charging infrastructure [46] Group 14 - NIO delivered 21,017 units in July, with the launch of the L90 model generating considerable interest [49] Group 15 - BAIC New Energy delivered 12,189 units in July, with the Arcfox brand contributing 9,436 units [51] Group 16 - Lantu delivered 12,135 units in July, with the launch of the upgraded Lantu FREE+ model receiving positive market feedback [58]

Core Viewpoint - The article highlights the accelerating trend towards pure electric vehicles (EVs) in the Chinese automotive market, as evidenced by July sales data showing that pure electric models are outpacing plug-in hybrid models in terms of both sales volume and growth rate [2][3]. Sales Data Summary - In July, BYD sold 344,296 vehicles, with pure electric models accounting for 177,900 units and plug-in hybrids for 163,100 units, marking a shift where pure electric sales have surpassed hybrids [4][6]. - Geely's July sales reached 130,124 units, with pure electric models at approximately 90,000 units and plug-in hybrids at about 40,000 units, reflecting a significant increase from the previous year [9][11]. - Li Auto's July delivery was 30,731 units, showing a decline of 39.74% year-on-year, while NIO's was 21,017 units, a slight increase of 2.53% [2][12]. Industry Trends - The article notes that the previous dominance of plug-in hybrids and range-extended vehicles is diminishing, with industry leaders like NIO's chairman Li Bin stating that pure electric is the ultimate technology route for the future of new energy vehicles [2][15]. - New entrants like Leap Motor and Xiaomi have also reported significant growth, with Leap Motor achieving over 50,000 deliveries for the first time and Xiaomi surpassing 30,000 units in July [18][19]. Competitive Landscape - The competition among new energy vehicle manufacturers is intensifying, with companies like Xpeng and NIO adopting rapid launch strategies for new models, indicating a shift towards a more dynamic market [15][16]. - The article emphasizes that the market is evolving quickly, with companies needing to adapt their product launch and delivery strategies to keep pace with consumer demand [15][16].

Group 1: Overall Market Performance - In July, BYD led the market with a total vehicle sales of 344,296 units, slightly up from 342,383 units in the same month last year [1][2] - The new energy vehicle segment showed significant growth, with BYD's pure electric vehicle sales reaching 177,887 units and plug-in hybrid vehicle sales at 163,143 units [2] - The overall performance of new car manufacturers varied, with Li Auto experiencing a 15% month-on-month decline in deliveries, while NIO delivered 21,017 units, marking a 25.2% year-on-year increase [1][2] Group 2: Individual Company Performance - Geely reported a total vehicle sales of 237,700 units in July, representing a 58% year-on-year increase [2] - NIO's deliveries included 12,675 units from its NIO brand, 5,976 units from the Lada brand, and 2,366 units from the Firefly brand [2] - Xiaopeng Motors achieved a record monthly delivery of 36,717 units in July, a 229% year-on-year increase and a 6% month-on-month increase [2][3] - Li Auto delivered 30,731 units in July, with a cumulative delivery of 1,368,541 units as of July 31, 2025 [3] - Xiaomi's automotive division reported over 30,000 units delivered in July, reflecting a year-on-year growth of approximately 20% [3] - Leap Motor achieved a significant milestone with total deliveries reaching 50,129 units in July, a year-on-year increase of over 126% [3] Group 3: Other Notable Performances - IM Motors delivered 7,027 units in July [4] - Zeekr Technology reported sales of 44,200 units in July, with a year-on-year growth of 20% and a month-on-month growth of 3% [4] - GAC Aion's sales for July reached 26,557 units [5]

智通财经APP获悉，8月1日，各家车企发布了上月交付数据。7月，比亚迪(002594.SZ)汽车以344296销 量辆继续领跑，四家造车新势力企业交付量出现明显分化，零跑(09863)和小鹏汽车(09868)再创单月交 付纪录，零跑汽车月销量首次突破5万台，理想汽车(02015)交付量则环比下滑约15%，蔚来汽车(09866) 交付新车21,017台，前七个月同比增长25.2%。 具体来看： 比亚迪公告，7月汽车销量344296辆，去年同期销量342,383辆；乘用车销量341030辆，纯电动乘用车销 量177887辆，插电式混合动力乘用车销量163143辆。 吉利汽车(00175)在港交所公告，7月份汽车总销量为23.77万辆，同比增长58%。 蔚来表示，2025年7月，蔚来公司交付新车21,017台，前七个月同比增长25.2%。其中，蔚来品牌交付新 车12,675台；乐道品牌交付新车5,976台；firefly萤火虫品牌交付新车2,366台。7月31日乐道L90(智能大 空间旗舰SUV)正式发布并立即开始向用户交付。 据蔚来汽车高管在个人社交平台上透露，乐道L90上市后，一度出现"销售系统被挤爆"。在乐道 ...

Group 1: Company Performance - Xiaopeng Motors achieved a record monthly delivery of 36,717 vehicles in July, marking a 229% year-on-year increase and a 6% month-on-month increase, with total deliveries for the year reaching 233,906 units, up 270% [1][4] - Leap Motor's July deliveries reached 50,129 units, a year-on-year increase of over 126%, marking its first time surpassing 50,000 units in a month, with total deliveries for the year at 271,793 units [4][7] - Xiaomi Motors reported over 30,000 vehicle deliveries in July, tripling from 10,000 units in the same month last year, with production capacity expected to ramp up significantly [7][10] - Li Auto delivered 30,731 vehicles in July, a 39.74% year-on-year decrease from 51,000 units in the same month last year, with total cumulative deliveries reaching 1,368,541 units [12] - NIO delivered 21,017 vehicles in July, with year-to-date deliveries of 135,167 units, reflecting a 25.2% year-on-year increase [12][14] Group 2: Market Trends - The automotive industry is experiencing a price war, with over 60 models having price cuts in the first four months of 2025, escalating to over 100 models in May [15][17] - The China Automotive Association noted that July's retail sales for narrow passenger vehicles were approximately 1.85 million units, a 7.6% year-on-year increase, while new energy vehicle sales are expected to reach 1.01 million units, with a penetration rate of about 54.6% [18]

Group 1 - The delivery data for NIO includes vehicles from NIO, Ladao, and Firefly brands, with NIO brand delivering 12,675 units, Ladao brand delivering 5,976 units, and Firefly brand delivering 2,366 units [2] - Zeekr Technology's delivery data includes vehicles from Zeekr and Lynk brands, with Zeekr brand delivering 16,977 units and Lynk brand delivering 27,216 units [2]

Sales Performance Summary - GAC Aion reported July sales of 26,557 units [1] - Zhiji Auto achieved a delivery volume of 7,027 units in July [1] - Xiaomi's electric vehicle deliveries exceeded 30,000 units in July [1] - Avita recorded July sales of 10,062 units, representing a year-on-year increase of 178% [1] - Lantu Auto delivered 12,135 units in July, marking a year-on-year growth of 102% [1] - Zeekr delivered 44,193 units in July 2025, showing a year-on-year increase of 19.7% [1] - NIO delivered 21,017 new vehicles in July, with a year-to-date growth of 25.2% [1] - BYD's new energy vehicle sales reached 344,300 units in July, slightly up from 342,400 units in the same month last year [1] - Hongmeng Zhixing achieved total sales of 47,752 units in July, with 40,753 units from the Wenjie series [1] - Li Auto delivered 30,731 new vehicles in July 2025, reflecting a year-on-year decline of 40% [1] - Xpeng Motors set a new monthly delivery record with 36,717 smart electric vehicles delivered in July, a year-on-year increase of 229% [1] - Leap Motor reached a historical high in July with total deliveries of 50,129 units, a year-on-year increase of over 126%, marking the first time monthly sales surpassed 50,000 units [1]

每经AI快讯，8月1日，零跑汽车官方微博发布消息称，7月全系交付新车50129台，同比增长超126%， 月销量首次突破5万台。 ...

Core Viewpoint - Leap Motor achieved a significant milestone in July 2023, with total deliveries surpassing 50,000 units for the first time, reaching 50,129 units, maintaining a top-three position in monthly sales within the domestic market [1] Delivery Performance - The July delivery volume increased by 4% month-on-month and over 126% year-on-year [1] - Leap Motor has expanded its overseas channels to over 600, covering more than 30 international markets including Europe, the Middle East, Africa, and Asia-Pacific [1] - From January to June 2025, Leap Motor exported 20,375 units to overseas markets [1] Product Highlights - The Leap Motor C10 is the main product, with 26 variants launched, achieving over 10,000 units sold for three consecutive months [1] - The pure electric version of the C10 features an 800V high-voltage silicon carbide platform, with a CLTC range of 605 km and fast charging from 30% to 80% in 16 minutes [1] - The extended-range version offers a comprehensive range of 1,190 km, with a pure electric range of 210 km and a low fuel consumption of 5.1L/100km [1] - The C10 utilizes a front MacPherson and rear five-link independent suspension system, along with an advanced braking and steering system [1] Resale Value - According to the "2025 Half-Year China Automotive Resale Value Research Report," the Leap Motor C10 ranks second in the resale value list for pure electric mid-size SUVs, only behind the Tesla Model Y [1]

8月1日，零跑汽车今日公布2025年7月交付数据，全系交付量达50129台，同比增长超过126%，首次突 破5万台月度交付大关。按此计算，零跑汽车每天交付超过1600台新车，相当于平均每分钟就有超过1位 消费者成为"零居"。"5万台，是零跑全域自研、科技普惠的新起点，也是零跑始终坚持让卓越触手可及 的新底气。"零跑汽车创始人、董事长兼CEO朱江明在宣布这一里程碑时表示。 免责声明：本文观点仅代表作者本人，供参考、交流，不构成任何建议。 经观汽车 ...