新能源车企，7月“成绩单”出炉

Core Insights - New energy vehicle companies reported impressive delivery numbers for July, with several companies achieving record monthly deliveries [1][2][3] - The competition in the SUV market is intensifying, particularly in the 200,000 to 300,000 yuan price range, with new models from various brands expected to disrupt the current market dynamics [5][6] Company Performance - Leap Motor delivered over 50,000 vehicles in July, marking a year-on-year increase of over 126%, and has maintained the leading position in monthly deliveries among new energy vehicle companies for five consecutive months [2][3] - Xpeng Motors delivered 36,700 vehicles in July, a year-on-year increase of 229% and a month-on-month increase of 6%, achieving a new monthly delivery record [2][3] - Li Auto delivered 30,700 vehicles in July, experiencing a 15% month-on-month decline [3] - Xiaomi Motors delivered over 30,000 vehicles in July, with the Xiaomi YU7 SUV being a significant contributor to this figure [3][5] - NIO delivered 21,000 vehicles in July, showing a decline in deliveries [3] - Lantu Motors delivered 12,100 vehicles in July, reflecting a year-on-year increase of 102% [4] Market Dynamics - The SUV market saw multiple new energy SUVs launched or delivered in July, including models from Xpeng, Leap Motor, and others, indicating a competitive landscape across various price segments [5] - The Xiaomi YU7 SUV generated significant pre-order interest, with over 200,000 units reserved within minutes of its launch, suggesting strong market demand [5] - Li Auto is advancing its dual-energy strategy with the upcoming launch of its first pure electric SUV, the Li i8, which will be critical for assessing the success of its electric strategy [5][6] - NIO plans to launch three new models in the second half of the year, focusing on large pure electric SUVs [5]