智通财经网·2025-09-03 07:44Core Insights - The report from CMB International highlights the upcoming launch of several new electric vehicle models in Q3-Q4 2025, including Li Auto i6, NIO ES8, and AITO M7, which will enhance market supply [1] - The traditional sales peak season, "Golden September and Silver October," is approaching, prompting various automakers to introduce promotional policies, leading to an optimistic outlook for September's electric vehicle sales [1] - The report expresses a positive view on companies like XPeng Motors, Geely Auto, and Seres, anticipating sales and gross margin improvements due to new model launches and strategic resource integration [1] Industry Performance - In August, the sales of new energy vehicles continued to grow, with NIO, XPeng, and Leap Motor achieving record monthly sales. Eleven automakers reported a year-on-year and month-on-month sales increase of approximately 13.4% and 7.4%, respectively [2] - BYD, as the industry leader, sold 371,501 passenger vehicles in August, remaining stable year-on-year. Notably, BYD's exports reached 80,464 units, marking a 146% increase year-on-year, with overseas sales accounting for 22% of total sales [2] - NIO delivered 31,305 vehicles in August, reflecting a year-on-year increase of 55.2% and a month-on-month increase of 49.0%, setting a new historical high [2] - XPeng Motors achieved deliveries of 37,709 vehicles in August, a year-on-year increase of 169% and a month-on-month increase of 3%, also reaching a historical high [3] - Leap Motor delivered 57,066 vehicles in August, with a year-on-year increase of 88% and a month-on-month increase of 14%, marking another record [3] - Ideal Auto delivered 28,529 vehicles in August, showing a decline of 41% year-on-year and 7% month-on-month, but plans to accelerate the launch of high-pressure pure electric products in the second half of the year [3] - Xiaomi Auto maintained deliveries above 30,000 units in August, following a record high in July [4] - Avita delivered 10,565 vehicles in August, with a year-on-year increase of 185% and a month-on-month increase of 5% [5] - Zeekr brand delivered 17,626 vehicles in August, with a month-on-month increase of 3.8% [6]