XPENG(US:XPEV) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-01 08:35Group 1: Delivery Performance - Leap Motor achieved a total delivery of 50,129 vehicles in July, marking the first time monthly sales surpassed 50,000 units, with a year-on-year growth of over 126% [2] - Xiaomi Motors reported a delivery of over 30,000 vehicles in July, which is the first time the monthly delivery exceeded 30,000 since its establishment [3][4][8] - XPeng Motors set a new monthly delivery record with 36,717 vehicles in July, representing a year-on-year increase of 229%, and has delivered over 800,000 vehicles cumulatively [10] - Zhi Ji Motors delivered 7,027 vehicles in July [12] Group 2: Comparative Analysis - In June, Leap Motor delivered 48,000 vehicles, showing a year-on-year increase of over 138% [2] - Xiaomi Motors' delivery in June was over 25,000 vehicles, and in May it was over 28,000 vehicles, indicating a steady growth trend [8] - XPeng Motors delivered 233,906 vehicles in the first seven months of 2025, a 270% increase compared to the same period last year [10] Group 3: Market Impact - Following the announcement of delivery figures, Xiaomi Group's stock price rose to 53.8 HKD, reflecting a 1.22% increase [9] - XPeng Motors' stock was reported at 71.4 HKD per share after the delivery announcement [11]