8月车市淡季不淡，汽车大集团销量猛冲高，多家新势力销量创纪录

Core Insights - The automotive market in August showed resilience, with significant growth in electric vehicles and overseas sales, leading to record sales for several major automakers and new entrants in the market [1] Group 1: Major Automakers Performance - BYD's August sales reached 373,600 units, nearly flat compared to 373,100 units in the same month last year. Cumulatively, BYD sold 2,863,900 units from January to August, with 630,700 units sold overseas [3] - SAIC Motor sold 363,000 vehicles in August, marking a 41% year-on-year increase and a 7.7% month-on-month growth. The cumulative sales from January to August reached 2,753,000 units, up 17.9% year-on-year [3] - China FAW's August sales exceeded 277,800 units, a 3.7% increase year-on-year, with cumulative sales of 2,081,300 units from January to August, reflecting a 5.5% year-on-year growth [3] - Geely's passenger vehicle sales in August reached 250,200 units, a 38% year-on-year increase and a 5% month-on-month growth. Cumulative sales from January to August totaled 1,897,100 units, up 47% year-on-year, achieving 63% of its annual sales target [3] - Chery Group sold 242,700 vehicles in August, a 14.6% year-on-year increase, with exports reaching 129,500 units, a 32.3% increase, setting a new monthly export record [3] - BAIC Group's August sales surpassed 135,000 units, a 3.3% year-on-year increase, with cumulative sales of 1,070,000 units from January to August, up 5.3% year-on-year [3] Group 2: New Energy Vehicle Manufacturers - Leap Motor achieved a record high delivery of 57,066 vehicles in August, maintaining its lead among new energy vehicle brands for six consecutive months [5] - Xpeng Motors delivered 37,709 vehicles in August, marking a historical high with both year-on-year and month-on-month increases [5] - NIO delivered 31,305 vehicles, surpassing Li Auto for the first time in 34 months, while Li Auto's deliveries fell to 28,529 vehicles, marking a decline for three consecutive months [5] - Hongmeng Zhixing delivered 44,579 vehicles in August, continuing a downward trend with a 9.47% decrease last month followed by a 6.64% decrease this month [5] - Zeekr's two brands (Lynk & Co and Zeekr) delivered 44,843 vehicles in August, remaining stable compared to the previous month [5] - Lantu delivered 13,505 vehicles, a 119% year-on-year increase with an 11.29% month-on-month growth [5] - Avita's August sales reached 10,565 vehicles, showing a slight 5% month-on-month increase [5]