Hua Er Jie Jian Wen·2025-07-01 12:38Summary of Key Points Core Viewpoint The electric vehicle (EV) market in China is experiencing significant growth, with multiple companies reporting impressive delivery numbers for June 2025, indicating a strong demand for new energy vehicles. Group 1: Company Performance - BYD led the market with 382,585 electric vehicles delivered in June, a year-on-year increase of 11.9% from 341,658 units in the same month last year [2] - NIO delivered 24,925 vehicles in June, reflecting a 17.5% year-on-year growth, with a total of 72,056 vehicles delivered in the second quarter, up 25.6% [4] - Xpeng Motors reported a remarkable 224% increase in deliveries, totaling 34,611 vehicles in June, marking the eighth consecutive month of over 30,000 units delivered [11] - Zeekr achieved sales of 43,012 vehicles in June, maintaining over 40,000 monthly sales for four consecutive months [15] - Li Auto delivered 36,279 vehicles in June, with a total of 111,074 vehicles delivered in the second quarter [9] Group 2: Market Trends - The overall performance of the new energy vehicle sector shows a robust growth trajectory, with companies like Leap Motor achieving a historical high of 48,006 deliveries in June, up over 138% year-on-year [21] - Xiaomi's electric vehicle deliveries exceeded 25,000 units in June, indicating its growing presence in the market [13] - Geely reported a 42% increase in total vehicle sales in June, reaching 236,036 units, and raised its annual sales target from 2.71 million to 3 million [24] - The cumulative sales figures for the first half of 2025 reflect a strong upward trend across various manufacturers, showcasing the increasing consumer adoption of electric vehicles [2][4][11][21][24]