火爆！刚刚，新能源车数据出炉

Core Viewpoint - The competition among Chinese new energy vehicle (NEV) manufacturers is intensifying, with significant variations in monthly delivery volumes and growth rates among different companies in May 2023 [2][4][10]. Group 1: Sales Performance - BYD reported a May sales volume of 382,500 units, a year-on-year increase of 15.27%, with cumulative sales from January to May reaching 1.7634 million units, up 38.70% [2][3]. - Leap Motor achieved a record delivery of 45,067 units in May, marking a year-on-year growth of 148.10% and a month-on-month increase of 9.82% [3][4]. - Li Auto delivered 40,856 units in May, reflecting a year-on-year increase of 16.70% and a month-on-month growth of 20.38% [3][4]. - Xpeng Motors delivered 33,525 units, showing a remarkable year-on-year growth of 230.43%, although it experienced a month-on-month decline of 4.34% [3][4]. - Xiaomi's delivery volume exceeded 28,000 units in May, failing to surpass the 30,000-unit threshold for the third consecutive month [2][10]. Group 2: Competitive Landscape - The competitive landscape among NEV manufacturers is expected to become more intense in the coming months, with several companies planning product renewals or new launches [2][10]. - Leap Motor's CEO emphasized the company's focus on self-research and development of core technologies, which has established a competitive edge in cost and quality [5][6]. - Li Auto's recent upgrades to its entire model lineup, including the launch of the Li L series, aim to enhance delivery volumes and maintain competitiveness [9][13]. Group 3: Future Outlook - Xiaomi is preparing for the mass production of its first SUV model, the YU7, expected to launch in July, which may significantly impact its delivery volumes [11][13]. - NIO is set to deliver newly launched models in June, which could lead to a notable increase in its delivery figures [16][17]. - The delivery volumes of several new energy vehicle manufacturers are anticipated to change significantly in June, driven by new product launches and internal restructuring efforts [13][18].