Mei Ri Jing Ji Xin Wen·2025-08-01 11:52Company Performance - Leap Motor delivered 50,129 vehicles in July, a year-on-year increase of over 126%, with total deliveries from January to July reaching 271,793 vehicles, up 149.8% [1] - XPeng Motors reported 36,717 vehicle deliveries in July, a year-on-year increase of 229% and a month-on-month increase of 6%, achieving a historical monthly delivery high [1] - Li Auto delivered 30,731 vehicles in July, with a cumulative delivery of 1,368,541 vehicles as of July 31, 2025 [1][2] - NIO delivered 21,017 vehicles in July, with a total of 135,167 vehicles delivered from January to July [4] - GAC Aion's sales reached 26,557 vehicles in July, with a total of 14,096 self-built fast charging piles [5] - Zeekr reported sales of 44,193 vehicles in July, marking a year-on-year increase of 20% [5] - Avita announced July sales of 10,062 vehicles, a year-on-year increase of 178% [5] New Product Launches - Leap Motor launched several new models in July, including the new C11 and the B01 sedan, with plans for the B05 model [1] - Li Auto's new six-seat electric SUV, the Li i8, was officially launched on July 29, with deliveries starting on August 20 [2] - NIO plans to launch the new ES8 in late August, with deliveries starting in September [4] - Zeekr's brand sales included 16,977 vehicles in July, while Lynk & Co sold 27,216 vehicles [5] Market Overview - The narrow passenger car retail market in July is estimated at around 1.85 million units, with a year-on-year growth of 7.6% and a month-on-month decline of 11.2% [6] - The retail sales of new energy vehicles are expected to reach approximately 1.01 million units, with a penetration rate of 54.6% [6] - The market is supported by the "dual new" policy, which focuses on trade-ins and scrappage updates, maintaining a relatively high level of market activity [6] - Industry analysts expect stable growth in the automotive market, driven by the continuous leadership of the new energy market and regulatory guidance [6]