汽车琰究·2025-08-03 15:23Core Viewpoint - The article highlights the stable performance of the new energy vehicle market in July 2025, with a focus on the delivery volumes of key players and the competitive landscape of the industry [2][3]. Group 1: Delivery Volumes of Key Players - Leap Motor delivered 50,129 units in July, a year-on-year increase of 126.9% and a month-on-month increase of 4.4% [2][11]. - AITO (问界) delivered 40,753 units, showing a year-on-year decrease of 1.9% and a month-on-month decrease of 8.8% [2][11]. - Xpeng delivered 36,717 units, marking a year-on-year increase of 229.4% and a month-on-month increase of 6.1% [2][11]. - Li Auto delivered 30,731 units, reflecting a year-on-year decrease of 39.7% and a month-on-month decrease of 15.3% [2][11]. - NIO delivered 27,017 units, with a year-on-year increase of 31.8% and a month-on-month increase of 8.4% [2][11]. - Aion delivered 26,557 units, showing a year-on-year decrease of 24.6% and a month-on-month decrease of 4.6% [2][11]. - Zeekr delivered 16,977 units, with a year-on-year increase of 8.4% and a month-on-month increase of 1.6% [2][11]. - Xiaomi delivered over 30,000 units, with its new SUV YU7 launched in June 2025 [2][11]. Group 2: Market Trends and Insights - The narrow passenger vehicle retail market size in July is estimated at approximately 1.85 million units, a year-on-year growth of 7.6% but a month-on-month decline of 11.2% [3]. - The penetration rate of new energy vehicles reached around 54.6%, with retail sales expected to hit 1.01 million units [3]. - The competitive landscape is improving due to regulatory measures by the Ministry of Industry and Information Technology, which aim to standardize the competition order in the new energy vehicle sector [3]. - The "trade-in" policy continues to provide growth momentum, supporting stable market performance [3]. Group 3: Company-Specific Insights - Leap Motor's growth is attributed to the strong performance of its B10 and C10 models, which are competitively priced under 200,000 yuan [4]. - AITO's M8 model, a family-sized SUV, is set to launch in August 2025, with pre-orders already initiated [4]. - Xpeng's sales are driven by the popularity of the MONA M03 model, and the company has expanded its charging network significantly [5]. - Li Auto's sales are under pressure due to market price wars and a shift in consumer preference towards lower-end models [6]. - NIO has launched several new models, including the ET5 and EC6, which are expected to enhance its market presence [7]. - Zeekr is preparing to launch the 9X model, which features advanced technology and luxury positioning [8]. - Xiaomi's YU7 SUV is positioned as a competitive offering in the 200,000 to 300,000 yuan price range, with strong initial order numbers [8]. Group 4: Technological Advancements - The article discusses the acceleration of end-to-end technology applications in autonomous driving, indicating a shift towards a more equitable access to smart driving capabilities [9]. - The advancements in smart driving technology are expected to lower hardware barriers, making it accessible in the mainstream market [9]. - The article emphasizes the importance of intelligent capabilities as a competitive factor among automakers, with a focus on companies that are leading in smart technology [10].