财联社汽车早报【6月3日】

Group 1: Industry Overview - The Ministry of Industry and Information Technology (MIIT) of China will intensify efforts to regulate "involutionary" competition in the automotive industry, aiming to maintain a fair and orderly market environment [1] - The MIIT supports the initiative from the China Automobile Industry Association to promote healthy industry development and will implement necessary regulatory measures [1] - The ministry emphasizes that chaotic "price wars" are a typical manifestation of "involutionary" competition, which harms product quality and consumer rights, threatening the sustainable development of the industry [1] Group 2: New Energy Vehicle (NEV) Sales Data - In May 2025, BYD reported NEV sales of 382,500 units, with a production volume of 349,800 units [7] - Geely's May sales reached 235,208 units, a year-on-year increase of 46%, with NEV sales accounting for 59% of total sales [7] - SAIC Group's NEV sales in May grew by 50.30% year-on-year, totaling 124,575 units [8] - Chery Group sold 205,732 vehicles in May, a 9.1% increase year-on-year, with NEV sales up 47.7% [10] - Great Wall Motors reported May sales of 102,231 units, an 11.78% year-on-year increase, with NEV sales of 32,638 units [12] Group 3: New Entrants and Market Dynamics - In May 2025, new energy vehicle startups like Leap Motor, Li Auto, Xpeng, and NIO reported varying delivery figures, with Leap Motor leading the delivery rankings for three consecutive months [2][3] - New brands such as Hongmeng Zhixing and Xiaomi's automotive division also reported significant delivery increases in May, indicating a collective rise in the new energy vehicle market [4][5] - The automotive market is expected to improve due to rising consumer confidence driven by seasonal promotions and new vehicle launches [6] Group 4: Competitive Landscape - Tesla's sales in France plummeted by 67% in May, marking the lowest registration figures since July 2022, despite the launch of a redesigned Model Y [17] - The competitive landscape is characterized by a shift towards technological innovation and brand differentiation as companies seek to escape the "involution" trap [14]