Core Viewpoint - The pure electric vehicle (EV) market has regained growth momentum, with significant sales increases and a shift in market dynamics, particularly driven by new entrants like Xiaomi and established players enhancing their offerings [10][11]. Group 1: Market Dynamics - The pure electric vehicle segment is experiencing a resurgence, with sales in the first half of 2025 reaching 4.415 million units, a year-on-year increase of 46.2%, surpassing the growth rates of plug-in hybrid vehicles [8][10]. - Xiaomi's SU7 and YU7 models have demonstrated remarkable market appeal, with YU7 selling 200,000 units in just three minutes, marking a significant shift in market sentiment [6][5]. - The previous dominance of plug-in hybrids, which saw growth rates of 140% to 84.5% from 2021 to 2024, has been overturned, with pure electric vehicles now leading the growth narrative [8][9]. Group 2: Collaborative Efforts - The recovery of the pure electric market is attributed to the collaborative efforts of new car manufacturers, traditional automakers, and joint ventures, creating a comprehensive competitive landscape [11][19]. - New entrants like Xiaopeng Motors are leveraging technological advancements to capture niche markets, with models like the P7+ achieving a range of 700 kilometers and rapid charging capabilities [12]. - Traditional automakers, such as BYD and GAC Aion, are utilizing established supply chains to stabilize growth in the pure electric segment, with BYD's Dolphin model seeing significant sales increases [15][16]. Group 3: Battery Supply Chain - The surge in sales of pure electric vehicles has positively impacted battery manufacturers, with leading companies forming strategic partnerships with popular models to capitalize on market growth [21][22]. - CATL has become a key supplier for Xiaomi, with the latter becoming CATL's largest customer in April 2025, significantly boosting CATL's battery installation volumes [23]. - Firms like Fudi Battery are expanding their market share through both internal supply and external partnerships, with models like BYD's Dolphin and Xiaomi's vehicles driving demand [26][27]. Group 4: Market Positioning - The competitive landscape is further enhanced by joint ventures adapting to consumer preferences and technological trends, with brands like Nissan and Volkswagen successfully re-entering the pure electric market [17][18]. - The overall market for pure electric vehicles is now characterized by a diverse range of participants, which has amplified total market volume and consumer choice [19].