7月交付成绩单出炉！多家车企同比大增，理想同比下滑近四成

Group 1 - Multiple automakers reported record delivery numbers for July, with companies like Xpeng, Leapmotor, and Xiaomi achieving significant sales milestones [1][2] - Leapmotor announced a monthly delivery of 50,129 vehicles in July, marking a year-on-year increase of over 126% [2] - Xiaomi's vehicle deliveries exceeded 30,000 units in July, setting a new record for the brand [2][4] Group 2 - Xpeng Motors delivered 36,717 smart electric vehicles in July, representing a year-on-year growth of 229%, and has maintained over 30,000 deliveries for nine consecutive months [5] - As of July 31, Xpeng's cumulative delivery total surpassed 800,000 vehicles, with a 270% increase in deliveries for the first seven months of 2025 compared to the previous year [5] - Li Auto reported a delivery of 30,371 vehicles in July, a decline of 39.74% year-on-year, with a cumulative total of 1.3685 million vehicles delivered [7] Group 3 - NIO delivered 21,017 vehicles in July, with a year-to-date growth of 25.2%, and launched the new L90 model on July 31 [7] - The overall automotive market showed strong performance in July, with retail sales of narrow passenger vehicles estimated at around 1.85 million units, a year-on-year increase of 7.6% [8] - The penetration rate of new energy vehicles reached approximately 54.6% in July, with an estimated 1.01 million units sold [8]