第一财经·2025-07-01 13:14Core Viewpoint - The new energy vehicle (NEV) market is experiencing significant sales differentiation among various brands, with Xiaopeng Motors being the only new force brand to meet its mid-year sales target, achieving over 50% completion rate [1][3]. Group 1: Sales Performance - In June, overall sales remained stable compared to May, but individual brand performances varied significantly [1]. - Hongmeng Zhixing (including Wenjie, Zhijie, Xiangjie, and Zunjie) achieved the highest month-on-month sales growth of 18.66%, followed by Deep Blue with a 17.01% increase [1]. - Xiaopeng Motors' cumulative delivery volume for the first half of the year exceeded last year's total, making it the only new force brand with over 50% of its sales target achieved [3]. Group 2: Brand-Specific Insights - Hongmeng Zhixing's "Four Realms" sold 52,747 units in June, setting new monthly and daily sales records, and became the monthly sales champion among new force brands [1]. - Leap Motor delivered 48,006 units in June, marking a 6.52% month-on-month increase, ranking second among new force brands [1]. - Xiaomi's vehicle deliveries fell to over 25,000 units in June, a decrease of approximately 3,000 units from the previous month, primarily due to delivery challenges rather than sales [2]. Group 3: Cumulative Delivery Data - In the first half of the year, besides Leap Motor, both Zeekr and Li Auto also surpassed 200,000 cumulative deliveries, while Xiaopeng Motors approached this figure [3]. - Xiaomi's official data indicates a cumulative delivery of at least 110,000 units, falling short of its target of 350,000 units, with future deliveries dependent on the capacity of its second-phase factory [3].