7月新势力销量放榜：零跑≈理想+蔚来

Core Viewpoint - The new energy vehicle market is experiencing a significant differentiation among brands, with some achieving record sales while others face declines, indicating the start of a competitive elimination phase in the industry [3][7]. Sales Performance Summary - Leap Motor achieved a sales milestone of over 50,000 units, becoming the first new energy brand to surpass this threshold in a month, with a month-on-month increase of 4.42% [4][5]. - Xiaopeng Motors also reached a historical high with sales of 36,717 units, reflecting a 6.08% increase from the previous month, driven by the performance of the MONA M03 and the newly launched G7 [5][6]. - Xiaomi's sales exceeded 30,000 units for the first time, marking a 20% month-on-month increase, with expectations for continued growth due to the delivery of the YU7 model [5][6]. - Zeekr (including Lynk & Co) sold 44,193 units, achieving both year-on-year and month-on-month growth, maintaining sales above 40,000 for five consecutive months [5][6]. - In contrast, Li Auto and NIO reported significant declines, with Li Auto's sales dropping by 15.29% to 30,731 units, and NIO's sales falling by 15.68% to just over 21,000 units [5][6]. Market Trends and Challenges - The overall sales for the ten brands remained stable compared to the previous month, totaling 309,905 units, but the market is increasingly competitive as brands strive to maintain and grow their market share [4][7]. - The industry is shifting towards a "stock restructuring" phase as the penetration rate of new energy vehicles exceeds 50%, emphasizing the need for brands to scale effectively and innovate continuously to survive [7][8].