Core Viewpoint - The competition among domestic new energy vehicle manufacturers is intensifying, with significant changes expected in June and July as companies launch new products and enhance their delivery capabilities [2][9][19]. Group 1: Sales Performance - BYD reported May sales of 382,500 units, a year-on-year increase of 15.27%, with cumulative sales from January to May reaching 1.7634 million units, up 38.70% [1]. - Leap Motor achieved a record delivery of 45,067 units in May, marking a year-on-year growth of 148.10% and a month-on-month increase of 9.82% [3][4]. - Ideal Auto delivered 40,856 units in May, reflecting a year-on-year increase of 16.70% and a month-on-month increase of 20.38% [3][5]. - Xiaopeng Motors delivered over 28,000 units in May, failing to surpass the 30,000-unit mark for the third consecutive month [2][9]. - NIO's May delivery was 22,231 units, showing a year-on-year growth of 13.08% [13]. Group 2: Competitive Landscape - The new energy vehicle market is expected to see heightened competition, with several companies launching new products in May and June [2][9]. - Leap Motor's delivery volume has consistently ranked first among new car manufacturers for three consecutive months [4]. - Xiaopeng Motors has maintained a monthly delivery of over 30,000 units for seven consecutive months, with a May delivery of 33,525 units, up 230.43% year-on-year [19]. Group 3: Strategic Developments - Leap Motor emphasizes self-research in core technologies to maintain cost and quality advantages, launching the 2026 C10 model at a starting price of 122,800 yuan [5]. - Ideal Auto is focusing on expanding its charging network and preparing for the launch of its first pure electric SUV, the Ideal i8, in July [12]. - NIO is undergoing significant changes, with its second brand, Lido, achieving a delivery of 6,281 units in May, a month-on-month increase of 42.8% [18].
刚刚,新能源车数据出炉!谁在掉队?
凤凰网财经·2025-06-01 14:27