June 18, 2025 02:02 PM GMT China Autos & Shared Mobility | Asia Pacific Where market share was reshuffled in May Key Takeaways Li Auto: While QTD sales of 90-95k units appear to track behind 2Q volume guidance of 123-128k amid channel restructuring and price competition, we believe the impact should be transient and sales momentum should soon recover. XPeng: Share losses were across most regions, likely as M03 sales fell ahead of its Max facelift in late May. Volume resurgence is likely to await the G7 and ...