Mei Ri Jing Ji Xin Wen·2025-09-01 11:58Core Insights - In August, various new energy vehicle brands reported significant delivery numbers, with Leap Motor leading the pack with a record delivery of 57,066 vehicles, marking a year-on-year increase of over 88% [1][2] - The overall trend indicates a robust growth in the new energy vehicle sector, with several companies achieving record monthly deliveries and substantial year-to-date growth [1][5] Company Performance - Leap Motor delivered 57,066 vehicles in August, with a total of 328,859 vehicles delivered from January to August, reflecting a year-on-year growth of 136.4% [1][2] - Xpeng Motors followed closely with 37,709 vehicles delivered in August, a year-on-year increase of 168.7%, and a total of 271,615 vehicles delivered year-to-date, up 330% [2][5] - NIO delivered 31,305 vehicles in August, a 55.2% increase year-on-year, with cumulative deliveries reaching 838,036 vehicles [5][6] - Xiaomi Motors achieved over 30,000 deliveries in August, marking its second month surpassing this figure since starting deliveries [5] - Li Auto delivered 28,529 vehicles in August, with a total of 1,397,070 vehicles delivered to date [5][6] - Zeekr reported sales of 44,843 vehicles in August, a year-on-year increase of 11% [11] Market Trends - The overall retail sales of narrow passenger vehicles in August were approximately 1.94 million units, reflecting a month-on-month increase of 6.2% and a year-on-year increase of 2.0% [12] - The penetration rate of narrow new energy passenger vehicles reached 56.7%, with an estimated 1.1 million units sold [12] - The market is expected to perform better in September, driven by government subsidies and local purchase incentives, indicating a potential recovery in consumer sentiment [13]