Core Viewpoint - The new energy vehicle manufacturers showed an overall growth trend in August 2025, with Leap Motor, Xpeng Motors, and NIO achieving record monthly delivery volumes, while Li Auto experienced a decline in deliveries for three consecutive months due to product transitions and adjustments in its sales and service system [1][2][3]. Group 1: Delivery Performance - Leap Motor delivered 57,066 vehicles in August, marking an 88.31% year-on-year increase and a 13.84% month-on-month increase, maintaining its position as the monthly sales champion among new energy vehicle brands for six consecutive months [2][3]. - Xpeng Motors delivered 37,709 vehicles in August, representing a 168.66% year-on-year increase and a 2.7% month-on-month increase, with cumulative deliveries reaching 271,615 vehicles, up 251.79% year-on-year [2][3]. - NIO delivered 31,305 vehicles in August, a 55.16% year-on-year increase and a 48.95% month-on-month increase, with cumulative deliveries of 166,472 vehicles, up 29.95% year-on-year [2][3]. - Li Auto delivered 28,529 vehicles in August, reflecting a 40.72% year-on-year decline and a 7.17% month-on-month decline, with cumulative deliveries of 263,198 vehicles, down 8.64% year-on-year [2][3]. Group 2: Product Highlights and Strategies - Leap Motor's B10 model has become a significant sales driver, with over 50,000 units delivered since its launch in April 2025 [2][3]. - Xpeng Motors launched the new P7 model, achieving over 10,000 pre-orders within 7 minutes of its release, setting a record for the fastest sales in the company's history [3]. - NIO's new model, the L90, delivered 10,575 units in its first month, becoming the fastest model in the company's history to surpass 10,000 units [4]. - NIO announced that all models will be equipped with a 100kWh long-range battery pack, maintaining the same starting price while offering a battery rental option [4]. Group 3: Future Outlook - Li Auto aims to stabilize the sales of its new models, with the i8 targeting 6,000 units per month and the i6 aiming for 9,000 to 10,000 units per month, contributing to an overall target of 18,000 to 20,000 units per month for its electric models [5].
造车新势力8月交付量出炉