创业邦·2025-06-02 00:48Sales Performance Summary - NIO delivered 23,231 vehicles in May, a year-on-year increase of 13.1% [3] - XPeng delivered 33,525 vehicles in May, a significant year-on-year increase of 230%, marking the seventh consecutive month of deliveries exceeding 30,000 units [3] - Li Auto delivered 40,856 vehicles in May, up 16.7% year-on-year, with a cumulative delivery of 1,301,531 vehicles as of May 31, 2025 [3] - BYD's passenger car sales reached 376,930 units in May, with 204,369 units being pure electric and 172,561 units being plug-in hybrids [3] - Geely's May sales were 235,208 units, reflecting a year-on-year growth of 46% [4] New Energy Vehicle Trends - Great Wall Motors sold 102,200 new vehicles in May, with 32,638 being new energy models, a year-on-year increase of 32.41% [4] - China FAW's total vehicle sales exceeded 261,300 units in May, with a 69.8% increase in new energy vehicle sales [4] - Xiaomi's automotive division delivered over 28,000 vehicles in May and is preparing for mass production of the Xiaomi YU7 [5][11] Market Developments - JD.com plans to expand its delivery rider workforce to 150,000, having already surpassed 100,000 [7] - Wahaha's shares faced significant price drops in recent auctions, with some shares selling for half their previous value [7] - BYD announced plans to launch a low-cost micro electric vehicle in Japan next year, targeting the $18 billion microcar market [21] Technological Innovations - Musk's Neuralink raised $600 million, setting a record for the brain-computer interface industry, with a pre-money valuation of $9 billion [22] - Zhiyuan Robotics announced its humanoid robot has received certifications from China, the EU, and the US, making it the first to achieve such recognition [21] Automotive Industry Updates - Ford's new model, the Lingrui Heartbeat Edition, was launched at a price of 98,800 yuan, with a government subsidy bringing the effective price down to 83,800 yuan [24] - Audi's Q6L e-tron family has begun pre-sales, featuring Huawei's intelligent driving technology and a charging capability of 270 kW [26]