电动车公社·2025-06-01 16:12Core Viewpoint - The electric vehicle market in May remains robust, with leading companies like BYD, Geely, and Chery implementing limited-time discounts to boost sales, while the overall sales landscape is experiencing fluctuations in rankings among brands [1][2]. Group 1: BYD Performance - BYD's total passenger car sales in May reached 376,930 units, with the Dynasty and Ocean series contributing 348,393 units, marking a year-on-year growth of 10.5% [2][5]. - The sales of BYD's Fangchengbao model surged by 418.2% year-on-year, while Tengshi and Yangwang also showed positive growth of 29.3% and minimal sales respectively [5][6]. - BYD's monthly sales have stabilized around 400,000 units, indicating a need for price adjustments to maintain its leading position amid increasing competition [8]. Group 2: Geely Performance - Geely's new energy vehicle sales in May totaled 138,021 units, with the Galaxy brand achieving over 100,000 units, demonstrating effective cost reduction strategies [9][10]. - The performance of Geely's Lynk and Zeekr brands is nearly equal, indicating a successful tiered strategy in its high-end market approach [12]. Group 3: Other Notable Performances - SAIC-GM-Wuling's new energy sales reached 74,201 units, reflecting strong demand for affordable electric vehicles [13][16]. - Leap Motor achieved a record delivery of 45,067 units, marking a year-on-year growth of over 148% [17][20]. - AITO's total deliveries in May were 44,454 units, with the M9 model contributing significantly to the overall performance [21][22]. - Li Auto delivered 40,856 units, showing steady growth amid increasing competition in the extended-range electric vehicle market [29]. - XPeng Motors reported 33,525 units delivered, with a year-on-year growth of 230%, continuing a trend of over 30,000 units for seven consecutive months [30][33]. - Great Wall Motors' new energy sales reached 32,638 units, benefiting from the launch of new models [35]. - NIO delivered 23,231 units, with a year-on-year growth of 13.1%, indicating a stable performance despite a quieter market presence [46][49]. - Changan's QiYuan brand delivered 18,899 units, showing effective penetration in lower-tier cities [52]. - BAIC's new energy sales reached 17,120 units, with its subsidiary, ARCFOX, achieving a record high of 13,509 units [54]. - Avita and Lantu both reported deliveries of 12,767 and 10,022 units respectively, indicating stable performance in the high-end segment [57][59].