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部分车企2025年年销目标完成度盘点丨小鹏超50% 蔚来、极氪、阿维塔和岚图尚不足30%
Cai Jing Wang·2025-07-05 09:05

Core Insights - The June delivery data reveals strong performance from multiple automotive companies, with several exceeding 30,000 units delivered in a single month, indicating a robust mid-year assessment for the industry [1][2][4] Group 1: Company Performance - Homomotion delivered 52,747 units in June, setting a new monthly and daily sales record, with the AITO brand being a significant contributor [4] - Leap Motor achieved 48,006 units in June, marking a year-on-year growth of 138%, and has maintained a leading position in the new energy vehicle sector for three consecutive months [4][6] - Xpeng Motors delivered 34,611 units in June, showing a remarkable year-on-year increase of 224%, and has consistently delivered over 30,000 units for eight months [4][9] - Ideal Auto's June deliveries fell to 36,279 units, a decline of 24.06% year-on-year, attributed to market conditions and increased competition [6][9] - Deep Blue delivered 29,893 units in June, reflecting a year-on-year growth of 79% [6] Group 2: Cumulative Deliveries and Targets - For the first half of the year, Leap Motor and Ideal Auto both surpassed 200,000 cumulative deliveries, with totals of 221,664 and 203,938 units respectively [2][7] - Xpeng Motors has delivered 197,189 units in the first half, achieving 52% of its annual target of 380,000 units [9] - Homomotion's cumulative deliveries reached 206,200 units, but its annual target completion rate is only about 20.6% [7] - Deep Blue's annual sales target completion rate stands at 36%, while Ideal Auto's is approximately 32% [7] Group 3: Market Trends and Expectations - The automotive market is experiencing strong retail performance, driven by promotional activities and seasonal demand, particularly following the end of the college entrance examination [3][6] - The overall market sentiment is positive, with expectations for continued growth in vehicle sales during the summer months due to increased consumer demand [3][6]