Core Insights - The June sales data for new energy vehicles (NEVs) reveals significant growth across various manufacturers, with notable performances from companies like BYD, Xpeng, and Leap Motor [2][3][11]. Group 1: Company Performance - BYD sold 382,585 vehicles in June, with a total of 2,145,954 units sold in the first half of the year, marking a 33% year-on-year increase [3]. - SAIC-GM-Wuling achieved a total of 126,413 vehicle sales in June, with NEV sales reaching 70,357 units, reflecting a 73.8% year-on-year increase [6]. - Leap Motor set a new record with 48,006 vehicles delivered in June, a growth of over 138% year-on-year, and a total of 221,664 units delivered in the first half of the year [11]. - Li Auto delivered 36,279 vehicles in June, with a total of 111,074 units delivered in Q2 2025 [14]. - Xpeng delivered 34,611 vehicles in June, achieving a 224% year-on-year growth and surpassing its total deliveries for the entire year of 2024 in just the first half of 2025 [17]. - Deep Blue Automotive reported 29,893 vehicles delivered in June, a 79% year-on-year increase [20]. - GAC Aion sold 27,848 vehicles in June, with plans to focus on both B-end and C-end markets [22]. - Xiaomi's automotive division delivered over 25,000 vehicles in June, with significant pre-order numbers for the YU7 model [25]. - NIO delivered 24,925 vehicles in June, reflecting a 17.5% year-on-year growth [27]. - Zeekr sold 16,702 vehicles in June, with a total of 244,877 units sold in the first half of the year, marking a 14.5% increase [31]. - Arcfox delivered 10,352 vehicles in June, achieving a 65.13% year-on-year growth [33]. - Avita sold 10,153 vehicles in June, a 117% increase year-on-year [36]. - Lantu delivered 10,053 vehicles in June, with a year-to-date growth of 85% [40]. - Zhiji delivered 6,027 vehicles in June, with new models launched during the month [43]. - Hongmeng Zhixing achieved a record delivery of 52,747 vehicles in June, marking a 20% year-on-year increase [46].

7月1日，多家车企公布6月新能源汽车交付数据。 比亚迪：6月新能源汽车销量38.26万辆，上年同期34.17万辆；上半年新能源汽车销量约214.6万辆，同 比增长33.04%。 吉利汽车：6月汽车销量236036辆，同比增长42%。吉利汽车将全年销售目标上调11%，从271万辆上调 至300万辆。 上汽集团：6月整车销售36.53万辆，产量34.08万辆；1-6月累计整车销售205.26万辆，同比增长 12.35%。其中，新能源汽车当月销量达到12.07万辆，同比增长29.19%，累计销量为64.63万辆，同比增 长40.19%。 长城汽车：6月销量为11.07万台，同比增长12.86%；产量为10.86万台，同比增长10.86%。6月海外销售 4.01万台，1-6月累计销售19.77万台。新能源车销售方面，6月销售3.64万台，1-6月累计销售16.04万 台。 长安汽车：2025年上半年销量创近8年新高，达135.5万辆。其中新能源销量45万辆，同比增长48.8%。 多家新势力车企也纷纷公布成绩单，详情如下： 理想汽车：6月交付新车36279辆，第二季度共交付111074辆。截至2025年6月30日，理想 ...

Summary of Key Points Core Viewpoint - In May, domestic new energy vehicle manufacturers reported significant sales growth, with most companies achieving both year-on-year and month-on-month increases, highlighting the competitive landscape in the industry. Group 1: Sales Performance - Leap Motor led the new energy vehicle sector with a record delivery of 45,067 units in May, marking a year-on-year increase of over 148% and securing the top position for three consecutive months [2] - Li Auto delivered 40,856 units in May, reflecting a year-on-year growth of 16.7% and a month-on-month increase of 20.4%, ranking second among new energy vehicle manufacturers [2] - Aito's brand, under Huawei's HarmonyOS, delivered over 36,600 units in May, regaining the third position in the sales ranking [3] Group 2: Market Dynamics - The sales of new energy vehicles are increasingly supported by range-extended models, which are seen as a solution to range anxiety amid current battery technology limitations [1][2] - The competitive landscape is intensifying, with a monthly sales threshold of 20,000 units becoming a benchmark for new energy brands, while leading players are vying for sales above 40,000 units [1] Group 3: Strategic Initiatives - Leap Motor introduced a price reduction strategy during the Dragon Boat Festival, with significant discounts on its range-extended models [2] - Li Auto's sales growth was bolstered by the upgrade of its L series models and the implementation of a "Hundred Cities Star Plan" to expand its market reach [2] - The automotive market is experiencing a shift from traditional seasonal downturns to increased competition, driven by promotional activities and a focus on inventory clearance [5] Group 4: Financial Performance and Industry Trends - The financial performance of A-share automotive companies showed overall improvement in Q1, but significant disparities in net profit were noted, with leading companies dominating revenue and profit shares [5] - The industry is facing pressures from price competition and the transition to new energy, which may lead to further consolidation and restructuring within the market [5]

Summary of Key Points Core Viewpoint - The electric vehicle (EV) market in China is experiencing significant growth, with various companies reporting impressive sales figures for May 2025, indicating a strong demand for new energy vehicles. Group 1: BYD Sales Performance - BYD reported May sales of 382,500 units, up from 331,800 units in the same month last year, marking a year-on-year increase of approximately 14.5% [2] - Cumulative sales for the year reached 1,763,400 units, a 38.7% increase compared to 1,271,300 units in the same period last year [2] - The breakdown of sales includes 376,900 passenger vehicles and 5,546 commercial vehicles, with commercial vehicle sales showing a remarkable growth of 531.4% year-on-year [2] Group 2: New Entrants and Competitors - Leap Motor achieved a record delivery of 45,067 units in May, representing a year-on-year growth of over 148% [3] - Xiaomi's vehicle deliveries remained stable at over 28,000 units for May, consistent with April's figures, while expanding its sales network to 298 stores nationwide [4] - Li Auto delivered 40,856 vehicles in May, a year-on-year increase of 16.7% [5] - Xpeng Motors reported 33,525 units delivered in May, a significant year-on-year increase of 230% [5] Group 3: Other Notable Performances - Zeekr delivered 46,538 units in May, reflecting a year-on-year growth of 15.2% [6] - NIO delivered 23,231 vehicles in May, with a cumulative total of 760,789 units as of May 31, 2025 [5] - Geely's sales reached 235,208 units in May, showing a year-on-year growth of approximately 46% [6] - Hongqi brand reported sales exceeding 34,100 units in May, with a 10.8% year-on-year increase [6]

Core Insights - Multiple new energy vehicle companies reported their sales figures for May, showcasing significant growth across the sector [1] Group 1: Company Performance - Zeekr Technology achieved sales of 46,538 units in May, marking a year-on-year increase of 15.2% and a month-on-month increase of 12.6%, maintaining over 40,000 monthly sales for three consecutive months [2] - Leap Motor delivered 45,067 vehicles in May, with a growth rate exceeding 148%, solidifying its position as a leader among new car manufacturers [4] - Hongmeng Zhixing reported a record delivery of 44,454 vehicles in May, with significant contributions from various models including 15,481 units of the Aito M9 [6] - Li Auto delivered 40,856 vehicles in May, reflecting a year-on-year growth of 16.7%, with a cumulative delivery of 1,301,531 vehicles as of May 31, 2025 [9] - XPeng Motors delivered 33,525 vehicles in May, achieving a remarkable year-on-year growth of 230%, and has maintained over 30,000 deliveries for seven consecutive months [12] - Xiaomi Auto reported over 28,000 vehicle deliveries in May, while preparing for mass production of the Xiaomi YU7 [14] - NIO delivered 23,231 vehicles in May, with a year-on-year increase of 13.1%, bringing its total deliveries to 760,789 vehicles [16] - Avita achieved sales of 12,767 vehicles in May, a year-on-year increase of 179%, marking its third consecutive month of sales exceeding 10,000 units [17] - Lantu Auto reported sales of 10,022 vehicles in May, reflecting a year-on-year growth of 122% [19]

Group 1 - The core point of the article is that Li Auto's weekly sales reached 9,200 units during the 20th week of 2025, specifically from May 12 to May 18 [1]

Core Viewpoint - The wholesale sales of new energy passenger vehicles in China are projected to reach 1.14 million units in April, reflecting a year-on-year growth of 42% and a month-on-month increase of 1% [1] Summary by Category Sales Performance - The estimated wholesale sales for new energy passenger vehicles in April are 1.14 million units, which represents a 42% increase compared to the same month last year [1] - Cumulative wholesale sales from January to April are projected to be 4 million units, also showing a year-on-year growth of 42% [1] Market Trends - The month-on-month growth in April indicates a stable demand for new energy vehicles, with a slight increase of 1% compared to March [1]

赛力斯（601127）公告，2025年4月新能源汽车销量为31488辆，同比增长12.99%；本年累计销量86040 辆，同比下降29.87%。赛力斯汽车本月销量27203辆，同比增长9.35%；本年累计销量72338辆，同比下 降33.60%。其他车型本月销量4253辆，同比下降29.07%；本年累计销量18069辆，同比下降28.61%。合 计本月销量35741辆，同比增长5.54%；本年累计销量10.41万辆，同比下降29.66%。问界M9累计销量 36439辆，累计同比增长41.19%。 ...

Group 1: New Energy Vehicle Sales Performance - Leap Motor achieved a delivery volume of 41,039 units in April, representing a year-on-year increase of 173%, with over 10,000 units of the newly launched Leap B10 delivered [1] - Xpeng Motors delivered 35,045 new vehicles in April, a year-on-year increase of 273%, marking the sixth consecutive month of deliveries exceeding 30,000 units [1] - Li Auto delivered 33,939 new vehicles in April, a year-on-year increase of 31.6%, but a month-on-month decrease of 7.5% compared to March [3] - NIO delivered 23,900 new vehicles in April, showing a year-on-year increase of 53% and a month-on-month increase of 58.9% [3] Group 2: Traditional Automaker Performance - SAIC-GM-Wuling reported a global sales volume of 126,455 units in April, a year-on-year increase of 22%, with new energy vehicle sales reaching 69,678 units, up 83.2% [4] - Toyota's sales in April reached 65,024 units, a year-on-year increase of 32%, with electric models accounting for 54% of total sales [4] - Zeekr Technology Group announced April sales of 41,316 units, a year-on-year increase of 18.7% [4] Group 3: Market Overview - The total retail market for narrow passenger vehicles in April was approximately 1.75 million units, a year-on-year increase of 14.4%, while new energy retail is expected to reach 900,000 units, with a penetration rate of 51.4% [5] - The sales pattern in April exhibited a "front low and back high" characteristic, with the first two weeks experiencing a slowdown in year-on-year growth due to the Qingming holiday and adverse weather conditions [5]