Group 1: Monthly Delivery Performance - Several automakers, including Xpeng, Leapmotor, and Xiaomi, reported record monthly sales in July, with "breakthrough" being a key term in their delivery reports [1] - Leapmotor announced a total delivery of 50,129 vehicles in July, a year-on-year increase of over 126%, marking its first month of delivering over 50,000 vehicles [1] - Xpeng delivered 36,717 new cars in July, representing a year-on-year increase of 229% and a month-on-month increase of 6% [1] Group 2: BYD and Traditional Automakers - BYD's July sales reached 344,300 vehicles, slightly up from 342,400 vehicles in the same month last year, with 177,900 pure electric passenger cars sold [2] - Great Wall Motors reported July sales of 104,400 vehicles, a year-on-year growth of 14.34% [2] - Traditional automakers' new energy brands also showed strong performance, with Dongfeng's Lantu delivering 12,135 vehicles (up 102%) and Changan's Avita selling 10,062 vehicles (up 178%) [3] Group 3: New Energy Vehicle Market Trends - The overall retail market for narrow passenger vehicles in July was approximately 1.85 million units, a year-on-year increase of 7.6% but a month-on-month decrease of 11.2% [3] - The penetration rate of new energy vehicles is expected to reach around 54.6%, with retail sales estimated at 1.01 million units [3] - The recent "anti-involution" actions in the automotive market have led to improved industry order [3]

Group 1 - From July 1 to 13, the national retail sales of passenger cars reached 571,000 units, a year-on-year increase of 7%, but a month-on-month decrease of 5%. Cumulative retail sales for the year reached 11.473 million units, up 11% year-on-year [1] - In the new energy vehicle market, retail sales from July 1 to 13 totaled 332,000 units, a year-on-year increase of 26%, with a retail penetration rate of 58.1%. Cumulative retail sales for the year reached 5.801 million units, up 33% year-on-year [1] - Wholesale of new energy vehicles from July 1 to 13 was 316,000 units, a year-on-year increase of 37%, with a wholesale penetration rate of 56.9%. Cumulative wholesale for the year reached 6.763 million units, also up 37% year-on-year [1] Group 2 - The retail sales in July have shown a significant increase in recent years, with July's retail sales accounting for an average of 8.4% of the annual total from 2020 to 2024, compared to 6.9% from 2014 to 2019 [2] - The average daily retail sales in the first week of July were 40,000 units, a 1% increase year-on-year, while the second week saw an average of 48,000 units, an 11% increase year-on-year [2] - The industry is experiencing a strong start in July due to significant inventory reduction efforts in June for both fuel and new energy vehicles [3]