告别“价格战”后，7月车市格局微变

Group 1: Market Overview - In July, the automotive industry in China began to return to rationality amid the "anti-involution" backdrop, with average price reductions for new energy vehicles and fuel vehicles at 17,000 yuan and 13,000 yuan respectively, representing decreases of 11.1% and 10.4% [1] - The sales data for July showed that many major automakers experienced a year-on-year decline in sales, with three out of the "top five independent brands" seeing a month-on-month drop [1] - The retail volume for the narrow passenger car market in July is estimated to be around 1.85 million units, a year-on-year increase of 7.6% but a month-on-month decrease of 11.2% [1] Group 2: Sales Rankings - BYD maintained its position as the top seller with over 340,000 units sold in July, while Geely and Chery followed closely with a sales difference of 13,000 units [2] - Geely's sales reached 237,700 units in July, with new energy vehicle sales at 130,100 units, marking a year-on-year increase of 120% and a penetration rate of 55% [3] - Chery's sales were 224,400 units, with exports contributing significantly, achieving an industry-leading export volume of 119,000 units [3] Group 3: New Energy Vehicle Performance - Leap Motor led the new energy vehicle segment with over 50,000 units delivered in July, a year-on-year increase of over 126% [4] - Xiaopeng and Xiaomi cars also showed strong performance, with Xiaopeng delivering 36,700 units (up 229% year-on-year) and Xiaomi exceeding 30,000 units for the first time [4] - Ideal and NIO experienced fluctuations in sales, with Ideal delivering 30,700 units and NIO 21,000 units in July [5] Group 4: Joint Venture Brands - Major joint venture brands showed a rebound in sales, with FAW-Volkswagen selling 113,000 units in July, and both Toyota brands achieving sales of 60,000 units each [6][7] - SAIC-GM saw a significant increase in sales, reaching 42,300 units, a year-on-year growth of 181.68%, with Buick's performance particularly strong [7] - The overall market performance in July indicates a potential for stable growth, especially in the new energy vehicle sector, which continues to lead the market [7]