Hua Er Jie Jian Wen·2025-08-02 04:39Group 1: Company Performance - Xpeng Motors delivered 36,717 vehicles in July, a year-on-year increase of 229%, marking the ninth consecutive month of deliveries exceeding 30,000 units [1][5] - Li Auto's July deliveries were 30,731 units, a year-on-year decrease of 40%, with a cumulative total of 1,368,541 vehicles delivered to date [2] - Leap Motor achieved a record delivery of 50,129 units in July, representing a year-on-year growth of over 126% [1][8] - BYD's July sales reached 344,296 vehicles, a month-on-month decline of 8.8%, with a cumulative total of 2.49 million vehicles sold in the first seven months, reflecting a year-on-year growth of 27% [1][19] - Geely's total sales in July were 237,717 units, a year-on-year increase of 58%, with significant growth in its Galaxy series [16][18] - NIO delivered 21,017 vehicles in July, with a cumulative total of 806,731 vehicles delivered to date, and plans to launch the new ES8 model in late August [1] Group 2: Market Trends and Developments - Xiaomi Motors surpassed 30,000 vehicle deliveries in July, achieving a new record and exceeding its annual target of 300,000 units [1][12] - Zeekr Technology reported July sales of 44,193 units, a year-on-year increase of 20%, with global users surpassing 2 million [19] - Avita Technology's July sales reached 10,062 units, reflecting a year-on-year growth of 178% [22] - Lantu Motors delivered 12,135 vehicles in July, a year-on-year increase of 102%, continuing a six-month growth trend [24] - GAC Aion announced July sales of 26,557 units, with an expanding charging infrastructure [21]