Group 1: Overall Market Trends - In July, multiple automotive companies reported their delivery results for the first half of 2025, showing a divergence in sales growth among mid-to-high-end brands priced above 300,000 yuan, with Li Auto and NIO experiencing a decline, while brands like Lantu and Fangchengbao saw rapid growth due to a smaller base [2] - Brands with an average price between 200,000 to 300,000 yuan also exhibited a mixed trend, with Xiaomi Auto growing rapidly, while Zeekr showed signs of weakness [2] - Brands priced below 200,000 yuan, such as Leap Motor, Xpeng, and Deep Blue, achieved significant growth [2] Group 2: High-End Brands Performance - Aion delivered 44,700 vehicles in June, a year-on-year increase of 4.45%, with the Aion M9 and M8 contributing significantly to the numbers [2] - Li Auto delivered 36,300 vehicles in June, a year-on-year decrease of 24.06%, but achieved a total of 203,900 vehicles in the first half, a growth of 7.91% [3] - NIO delivered 14,600 vehicles in June, a year-on-year increase of 17.52%, but saw a cumulative decline of 3.03% in the first half with 84,800 vehicles delivered [3] - Lantu achieved a monthly sales record of over 10,000 vehicles in June, with a year-on-year growth of 83%, totaling 56,100 vehicles in the first half, up 85% [4] Group 3: Mid-Range Brands Performance - Xiaomi Auto delivered over 25,000 vehicles in June, up from over 10,000 in the same month last year, with a total of over 150,000 vehicles delivered in the first half [5] - Zeekr's June sales were 16,700 vehicles, down 16.93%, with a total of 90,700 vehicles delivered in the first half, a growth of 3.27% [6] - Avita delivered 10,000 vehicles in June, marking a year-on-year increase of 117% [6] Group 4: Budget Brands Performance - Leap Motor delivered 48,000 vehicles in June, a year-on-year increase of over 138%, with a total of 221,700 vehicles delivered in the first half, up 155.68% [9] - Xpeng delivered 34,600 vehicles in June, a year-on-year increase of 224%, with a total of 197,200 vehicles delivered in the first half, a growth of 279% [8] - Deep Blue delivered 29,900 vehicles in June, a year-on-year increase of 79%, with a total of 143,200 vehicles delivered in the first half, up 70.81% [9]
新能源品牌半年销量战绩:中高端表现分化,20万以下市场增长明显