Core Insights - The market for new energy vehicles is experiencing a rapid pace of differentiation, indicating the beginning of a competitive elimination phase in the second half of the year [1] Company Performance - Leap Motor has become the first new energy brand to surpass 50,000 monthly sales, achieving 50,129 units in July, marking a 4.42% increase from June [2] - Xiaopeng Motors also reached a historical high with sales of 36,717 units, reflecting a 6.08% month-on-month growth, with the MONA M03 contributing over 15,000 units [3] - Xiaomi's sales exceeded 30,000 units for the first time, showing an approximate 20% increase from the previous month [3] - Zeekr and Lynk & Co combined sold 44,193 units, achieving growth in both year-on-year and month-on-month comparisons [3] - Ideal and NIO reported significant declines, with Ideal's sales dropping to 30,731 units, a 15.29% decrease, and NIO selling just over 21,000 units, down 15.68% [3][4] Market Trends - The overall sales for the ten new energy brands remained stable month-on-month, totaling 309,905 units in July, slightly down from 314,649 units in June [2] - The industry is shifting towards a "stock restructuring" logic as the penetration rate of new energy vehicles exceeds 50%, emphasizing the need for companies to maintain sufficient scale and continuously innovate to capture market share [6]
7月新势力销量放榜:零跑≈理想+蔚来