Zhong Guo Qi Che Bao Wang·2025-06-03 02:32Industry Overview - In May, the automotive industry focused on intense competition, with significant attention on price wars and public disputes, reflecting a clear stance against "involution" from regulatory bodies and industry associations [2] - The electric vehicle (EV) market experienced a significant surge, with most companies reporting strong performance, particularly BYD, Leap Motor, and Xpeng, which led the industry with substantial growth [2] Company Performance - BYD: Sold 382,476 vehicles in May, a year-on-year increase of 15.3%. Of these, 88,640 were sold overseas, and the sales of its Dynasty and Ocean series reached 348,393 [5][6][7] - Geely: Achieved total sales of 235,208 vehicles in May, with 138,021 being new energy vehicles (NEVs), accounting for 59% of total sales. Cumulative NEV sales from January to May reached 602,784 [8][9] - SAIC-GM-Wuling: Reported global sales of 134,419 vehicles, a 20.7% increase year-on-year, with NEV sales of 74,201, marking a 52.2% growth [13][14] - Leap Motor: Delivered 45,067 vehicles in May, representing a growth rate exceeding 148%, maintaining its lead among new car manufacturers [16][17] - Li Auto: Delivered 40,856 vehicles in May, a 16.7% increase year-on-year, with expectations for stable monthly deliveries of the new MEGA model [19][20] - Xpeng: Achieved a delivery of 33,525 vehicles in May, a remarkable 230% increase year-on-year, continuing a trend of over 30,000 monthly deliveries for seven consecutive months [25][26] - Great Wall Motors: Sold 102,231 vehicles in May, with NEV sales of 32,638, reflecting a 32.41% year-on-year increase [29][30] - Xiaomi: Exceeded 28,000 vehicle deliveries in May, maintaining consistent sales over the past eight months [35][36] - GAC Aion: Sold 26,777 vehicles in May, with significant advancements in its driving assistance systems [38][39] - Deep Blue: Reported a total delivery of 25,521 vehicles, a 78% increase year-on-year [43][44] - NIO: Delivered 23,231 vehicles in May, a 13.1% increase, with several new models launched [46][48] - Avita: Achieved sales of 12,767 vehicles in May, a 179% increase, marking a historical high [51][52] - Lantu: Sold 10,022 vehicles in May, a 122% increase year-on-year, with new product plans announced [55] - SAIC-GM New Energy: Reported a total of 9,117 NEV sales in May, a 3.2% increase year-on-year, with a significant month-on-month rise of 66.4% [58][59] - Hongmeng Zhixing: Delivered 44,454 vehicles in May, setting a new historical record [62][63]