证券时报·2025-06-01 04:57Core Viewpoint - The article highlights the significant growth in vehicle deliveries among various automotive companies in May 2025, showcasing the competitive landscape and consumer interest in new models, particularly from Xiaomi, Li Auto, Xpeng, and Leap Motor [1][2][4][6][7][8][9][10][11][12]. Xiaomi Automotive - Xiaomi delivered over 28,000 units of the SU7 model in May 2025, with a total of 258,000 units delivered since its launch [2][4]. - The company is preparing for mass production of the YU7 model, expected to launch in July 2025, which has already garnered three times the user interest compared to the SU7 at the same stage [7]. - The SU7 series was the best-selling model in the 200,000 yuan and above category in April 2025, with a delivery of over 28,000 units [6]. Li Auto - Li Auto reported a delivery of 40,856 vehicles in May 2025, marking a year-on-year increase of 16.7%, with a cumulative delivery of 1,301,531 vehicles [8]. - The company achieved a revenue of 25.93 billion yuan in Q1 2025, a 1.1% increase year-on-year, with a net profit of 646.6 million yuan, up 9.4% [8]. Xpeng Motors - Xpeng delivered 33,525 vehicles in May 2025, a remarkable year-on-year growth of 230%, maintaining over 30,000 deliveries for seven consecutive months [9]. - The company’s total deliveries from January to May 2025 reached 162,578 units, a 293% increase year-on-year [9]. - Xpeng is expanding its market presence in Europe, having entered Italy and Poland, and aims to accelerate its global market strategy [9]. Leap Motor - Leap Motor achieved a record delivery of 45,067 vehicles in May 2025, with a year-on-year growth exceeding 148% [10]. - The company reported a revenue of 10.02 billion yuan in Q1 2025, a 187.1% increase year-on-year, driven by a 162.1% increase in sales volume [10][11]. Avita - Avita's sales reached 12,767 units in May 2025, a 179% increase year-on-year, marking a historical high with three consecutive months of over 10,000 units sold [12]. - The brand plans to expand its market reach to 50 countries and regions by 2025, with a focus on entering the European market in 2026 [12].