“零小蔚”起飞，理想失速！新势力8月销量放榜，排位变了

Core Insights - The automotive market in August showed strong performance despite the traditionally slow season, with several new energy vehicle brands achieving record sales [1][2][3][4][5][7] Group 1: New Energy Vehicle Brands Performance - Li Auto experienced a significant decline in sales, dropping below the 30,000 unit mark for the first time in five months, with a year-on-year decrease of 40.7% [7][8][9] - Zeekr Technology reported a total delivery of 44,843 vehicles in August, with a year-on-year increase of 10.6% [4] - Leap Motor achieved a record delivery of 57,066 units in August, marking an 88.3% year-on-year increase [2] - XPeng Motors delivered 37,709 units, a 169% year-on-year increase, with the new XPeng MONA contributing significantly to this growth [3] - NIO's sales surpassed 30,000 units for the first time, driven by the success of the L90 model [3][4] Group 2: Market Trends and Strategic Shifts - The automotive market is transitioning into a peak sales season, with expectations for strong performance in September and October [1] - The shift towards pure electric vehicles is evident, as the market for range-extended vehicles is declining, with a notable change in sales structure [7][8] - Li Auto's strategic adjustments, including the launch of the new i8 model, reflect the challenges faced in the competitive landscape of electric vehicles [8][9] - The introduction of new models and technologies by various brands, such as Lantu's new hybrid technology, indicates a focus on high-quality development [4]