Zheng Quan Shi Bao·2025-08-01 20:27Group 1: Monthly Delivery Performance - Several automakers, including Xpeng, Leapmotor, and Xiaomi, reported record monthly sales in July, with "breakthrough" being a key term in their delivery reports [1] - Leapmotor announced a total delivery of 50,129 vehicles in July, a year-on-year increase of over 126%, marking its first month of delivering over 50,000 vehicles [1] - Xpeng delivered 36,717 new cars in July, representing a year-on-year increase of 229% and a month-on-month increase of 6% [1] Group 2: BYD and Traditional Automakers - BYD's July sales reached 344,300 vehicles, slightly up from 342,400 vehicles in the same month last year, with 177,900 pure electric passenger cars sold [2] - Great Wall Motors reported July sales of 104,400 vehicles, a year-on-year growth of 14.34% [2] - Traditional automakers' new energy brands also showed strong performance, with Dongfeng's Lantu delivering 12,135 vehicles (up 102%) and Changan's Avita selling 10,062 vehicles (up 178%) [3] Group 3: New Energy Vehicle Market Trends - The overall retail market for narrow passenger vehicles in July was approximately 1.85 million units, a year-on-year increase of 7.6% but a month-on-month decrease of 11.2% [3] - The penetration rate of new energy vehicles is expected to reach around 54.6%, with retail sales estimated at 1.01 million units [3] - The recent "anti-involution" actions in the automotive market have led to improved industry order [3]