汽车琰究·2025-07-03 01:24Core Viewpoint - The article highlights the significant growth in the delivery volumes of new energy vehicle companies in June 2025, driven by favorable policies and market dynamics, with varying performance among different manufacturers [2][3]. Group 1: Delivery Volumes - Leap Motor delivered 48,006 units in June, a year-on-year increase of 138.6% and a month-on-month increase of 6.5% [1][3]. - AITO delivered 44,685 units, showing a year-on-year increase of 4.5% and a month-on-month increase of 22.9% [1][3]. - Li Auto's deliveries were 36,279 units, reflecting a year-on-year decrease of 24.1% and a month-on-month decrease of 11.2% [1][4]. - Xpeng delivered 34,611 units, marking a year-on-year increase of 224.4% and a month-on-month increase of 3.2% [1][5]. - Aion's deliveries were 27,848 units, with a year-on-year decrease of 20.5% and a month-on-month increase of 4.0% [1][6]. - NIO delivered 24,925 units, a year-on-year increase of 17.5% and a month-on-month increase of 7.3% [1][6]. - Zeekr delivered 16,702 units, showing a year-on-year decrease of 16.9% and a month-on-month decrease of 11.7% [1][6]. - Xiaomi delivered over 25,000 units, with a new SUV model launched [1][6]. Group 2: Market Trends - The overall retail market for narrow passenger vehicles in June is estimated at around 2 million units, a year-on-year growth of 13.4% and a month-on-month growth of 3.2% [2]. - The new energy vehicle retail market is expected to reach 1.1 million units, with a penetration rate of approximately 55% [2]. - The market heat has increased due to new promotional discounts and the "last train effect" from tightening trade-in subsidies [2]. Group 3: Company Strategies and Innovations - Leap Motor's growth is attributed to strong product offerings like the C10 and B10, with new models expected to sustain sales growth [3]. - AITO's M8 and M9 models have performed well in their respective price segments, contributing to their sales [3]. - Li Auto is expanding its charging network, with plans to increase the number of charging stations to 4,000 by the end of 2025 [4]. - Xpeng's sales are driven by the popularity of the MONA M03 and improvements in production capacity [5]. - NIO is enhancing its smart driving capabilities and has plans for new model launches [6]. - Zeekr is set to launch the ultra-luxury SUV Zeekr 9X, featuring advanced driving technology [6]. - Xiaomi's new SUV YU7 has received significant pre-order interest, indicating strong market potential [6]. Group 4: Technological Advancements - The article discusses the acceleration of end-to-end technology applications in smart driving, with companies like Xpeng and Huawei leading the charge [7]. - The smart driving sector is expected to see a reduction in hardware costs, making it more accessible to mainstream markets [7]. - The article emphasizes the importance of intelligent capabilities as a competitive factor among automakers [8]. Group 5: Supply Chain and Component Growth - The article notes the strengthening of the supply chain for new energy vehicles, with quality suppliers gaining market share due to their cost-effectiveness and responsiveness [9]. - There is a focus on the potential for breakthroughs in critical technologies, which could disrupt the current market dynamics [9].