Ge Long Hui A P P·2025-08-01 12:37Group 1: Company Performance - Xiaopeng Motors achieved a record monthly delivery of 36,717 vehicles in July, marking a 229% year-on-year increase and a 6% month-on-month increase, with total deliveries for the year reaching 233,906 units, up 270% [1][4] - Leap Motor's July deliveries reached 50,129 units, a year-on-year increase of over 126%, marking its first time surpassing 50,000 units in a month, with total deliveries for the year at 271,793 units [4][7] - Xiaomi Motors reported over 30,000 vehicle deliveries in July, tripling from 10,000 units in the same month last year, with production capacity expected to ramp up significantly [7][10] - Li Auto delivered 30,731 vehicles in July, a 39.74% year-on-year decrease from 51,000 units in the same month last year, with total cumulative deliveries reaching 1,368,541 units [12] - NIO delivered 21,017 vehicles in July, with year-to-date deliveries of 135,167 units, reflecting a 25.2% year-on-year increase [12][14] Group 2: Market Trends - The automotive industry is experiencing a price war, with over 60 models having price cuts in the first four months of 2025, escalating to over 100 models in May [15][17] - The China Automotive Association noted that July's retail sales for narrow passenger vehicles were approximately 1.85 million units, a 7.6% year-on-year increase, while new energy vehicle sales are expected to reach 1.01 million units, with a penetration rate of about 54.6% [18]