数说新能源·2025-08-06 04:33Overall Analysis - The total delivery volume of passenger vehicles reached 470,000 units, a week-on-week increase of 4.8%, with new energy vehicles (NEVs) at 248,751 units, up 3.6% from the previous week, resulting in a penetration rate of 52.89% [1] - The recent launch of new models and increased production capacity of popular models have stimulated the NEV delivery market, with expectations for steady growth in the coming weeks [1] - The penetration rate is expected to stabilize around 53-54% due to the introduction of purchase tax next year and the inherent demand from fuel vehicle consumers [1] Brand Analysis - BYD delivered 60,900 units this week, with significant contributions from the Sea Lion 06 model, which saw 3,200 pure electric and 1,600 plug-in hybrid units delivered, marking a week-on-week increase of 2,600 units [2] - The sales target of 5.5 million units for 2025 may be adjusted due to challenges in achieving this goal [2] - Li Auto delivered 5,500 units this week, a decrease of nearly 2,000 units, with significant declines in L series models due to the impact of the new i8 model [5] - NIO's L90 model achieved nearly 2,000 deliveries in three days, indicating a potential for stable monthly sales of 5,000 units, with the possibility of exceeding 10,000 in certain months [6] - Xpeng's G7 model saw significant growth, approaching 3,000 deliveries, while the new P7 model is expected to be officially priced soon [8] - Aion delivered 9,600 units this week, with the M8 and M9 models leading in the 400,000+ and 500,000+ SUV markets respectively [9] - Leap Motor delivered over 10,000 units this week, with the B01 model contributing 2,100 units, showcasing effective cost control [9] Battery Procurement and Market Trends - BYD is focusing on balancing performance and cost in battery cell procurement [11] - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector [11] - BYD is expanding its presence in Southeast Asia [11]