Core Insights - In July, China's new energy vehicle (NEV) production and sales reached 1.243 million and 1.262 million units respectively, marking year-on-year growth of 26.3% and 27.4% [1] - NEVs accounted for 48.7% of total new car sales in July [1] - From January to July, NEV production and sales totaled 8.232 million and 8.22 million units, reflecting year-on-year increases of 39.2% and 38.5% [1] - NEV sales represented 45% of total new car sales during the first seven months of the year [1] - The top fifteen NEV manufacturers collectively sold 7.82 million units from January to July, a year-on-year increase of 41.1%, accounting for 95.1% of total NEV sales, up 1.8 percentage points from the previous year [1]

Core Insights - In July, the production and sales of new energy vehicles (NEVs) in China reached 1.243 million and 1.262 million units, respectively, marking year-on-year increases of 26.3% and 27.4% [1] - NEVs accounted for 48.7% of total new car sales in July [1] - From January to July, NEV production and sales totaled 8.232 million and 8.22 million units, reflecting year-on-year growth of 39.2% and 38.5% [1] - NEV sales represented 45% of total new car sales during the first seven months of the year [1] - The top fifteen NEV manufacturers collectively sold 7.82 million units from January to July, a year-on-year increase of 41.1%, capturing 95.1% of total NEV sales, which is an increase of 1.8 percentage points compared to the same period last year [1]

Core Viewpoint - Leap Motor (09863) has achieved significant growth in vehicle deliveries, with July deliveries reaching 50,129 units, marking a year-on-year increase of over 126% [1] Group 1: Delivery Performance - In July, Leap Motor's total vehicle deliveries reached 50,129 units, representing a year-on-year growth of over 126% [1] - The company’s June deliveries were 48,000 units, showing a year-on-year increase of 138% and a month-on-month increase of 7% [1] - For the first half of 2023, Leap Motor's cumulative deliveries reached 222,000 units, a year-on-year increase of 156%, making it the top-selling brand among new energy vehicle manufacturers [1] Group 2: Product Launch and Market Response - The launch of the Leap B01, the first pure electric sedan from the B series, occurred on July 24, with 10,132 orders placed within 72 hours of its release [1] - The B10 model contributed significantly to June's delivery figures, with 14,000 units delivered [1] - The ongoing product cycle, driven by new launches like the B01, is expected to further enhance sales performance [1]

Group 1 - The core point of the article is that global sales of electric and plug-in hybrid vehicles reached 1.8 million units in June, representing a 24% increase compared to the same month last year [1]

Group 1 - The core point of the article is that China's new energy vehicle (NEV) sales in June increased by 26.7% year-on-year [1] Group 2 - The article highlights the significant growth in the NEV market, indicating a strong demand for electric vehicles in China [1] - The increase in sales reflects the ongoing transition towards sustainable transportation solutions within the automotive industry [1]

Core Insights - In June, the sales of new energy vehicles reached 1.329 million units, representing a year-on-year growth of 26.7% [1] Industry Summary - The data from the China Association of Automobile Manufacturers (CAAM) indicates a strong performance in the new energy vehicle sector, highlighting the increasing consumer demand and market expansion [1]

Core Insights - In May 2025, 21 A and H-share listed automotive manufacturers reported a total vehicle sales of 1.8782 million units, representing a year-on-year increase of 11.67% and a month-on-month increase of 2.86% [2][5] - Among these, BYD, SAIC Motor, and Geely Auto ranked as the top three in sales, while Qianli Technology, Xiaopeng Motors, and Beiqi Blue Valley experienced sales growth exceeding 200% [5][6] Vehicle Sales Overview - The total vehicle sales for May 2025 reached 1.8782 million units, with a year-on-year increase of 11.67% and a month-on-month increase of 2.86% [2][5] - BYD sold 382,476 units, SAIC Motor sold 365,983 units, and Geely Auto sold 235,208 units, with Geely showing a significant year-on-year growth of 46.40% [6][12] - Qianli Technology, Xiaopeng Motors, and Beiqi Blue Valley reported sales growth rates exceeding 200% [5][10] New Energy Vehicle (NEV) Sales - In May 2025, 16 listed companies reported a total NEV sales of approximately 1.007 million units, marking a year-on-year increase of 38.11% and a month-on-month increase of 6.2% [9][10] - The NEV penetration rate reached approximately 55.21%, the highest in nearly a year [9] - BYD, Geely Auto, and SAIC Motor each sold over 100,000 NEVs in May, with Xiaopeng Motors and Beiqi Blue Valley showing significant growth rates [10][12] Company-Specific Performance - BYD's NEV sales included 204,400 pure electric vehicles and 172,600 plug-in hybrids, with year-on-year changes of 39.6% and -6.26%, respectively [8] - Geely Auto's NEV sales reached 138,021 units, a year-on-year increase of 135.24%, with pure electric sales at 95,000 units and plug-in hybrids at 43,000 units [13] - Xiaopeng Motors reported a total of 33,525 units sold in May, reflecting a year-on-year increase of 230% [10][13]

Core Insights - In May, the production and sales of new energy vehicles reached 1.27 million and 1.307 million units respectively, representing year-on-year growth of 35% and 36.9% [1] - The sales of 150 new energy vehicle models accounted for 48.7% of the total new car sales [1]

乘联分会根据月度初步乘联数据综合预估：5月全国新能源乘用车厂商批发销量124万辆，同比增长 38%，环比增长9%。综合预估今年1-5月累计批发522万辆，同比增长41%。 ...

高工产业研究院（简称GGII）是一家专注国内新兴产业市场研究与咨询的第三方机构，涉及的新兴产业主要包括锂电池、储能、氢能与氢燃料电池、新能 源汽车、智能汽车、LED照明与显示、机器人、新材料等。 以下文章来源于高工产研 ，作者GGII 高工产研 . 6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 高工产业研究院（GGII）通过发布的《全球动力电池装机量月度数据库》统计显示， 2025年第一季度全球新能源汽车累计销售393.8万辆，同比增长 29%，带动动力电池装机量约206.9GWh，同比增长36% 。 其中，磷酸铁锂电池装机量106.6GWh，占据全球51.5%的份额。在排名前十企业中， 国轩高科 、蜂巢能源同比增速均在70%以上。 393.8万台 1-3月全球新能源 ...