9月2日，五菱银标发文称，8月销量为56,496台。 分品牌来看，宏光MINI EV家族8月销量为37,828台，同比增长42.7%；上市至今累计销量超170万台。 五菱缤果家族8月销量为13,724台；五菱里光家族8月销量为30,918台，五菱星光家族累计销量147,837台，五菱星光S2025款正式上市。 8月29日，缤果S和星光730亮相2025成都国际车展。目前，缤果S已正式开启预售，四款配置的预售价为6.88-8.18万元。 （校对/黄仁贵） ...

Core Insights - The electric vehicle (EV) market in August experienced a significant rebound, with brands like Leapmotor, Xpeng, and NIO achieving historical sales highs, while Li Auto faced a decline for three consecutive months [2] Group 1: Sales Performance - BYD sold 373,626 vehicles in August, a slight increase from 373,083 units year-on-year, with overseas sales growing by 146.4% to 80,464 units [5][7] - SAIC-GM-Wuling's total sales reached 132,000 units, up 18.5% year-on-year, with new energy vehicle sales increasing by 10.6% to 80,611 units [10] - Leapmotor achieved a record high of 57,066 units sold in August, marking an over 88% year-on-year growth [20] - Xpeng delivered 37,709 vehicles, a 169% increase year-on-year, setting a new monthly record [23] - NIO's deliveries reached 31,305 units, up 55.2% year-on-year, also a historical high [26] - Xiaomi's deliveries exceeded 30,000 units for the second consecutive month, indicating strong market performance [30] - Li Auto delivered 28,529 vehicles, continuing a three-month decline [32] - Lantu's sales grew by 119% year-on-year, totaling 13,505 units [35] - Avita's sales reached 10,565 units, a 185% increase year-on-year [38] - Zhiji delivered 6,108 vehicles, with the new Zhiji L6 performing well in the market [43] - Jishi delivered 1,358 units, achieving a historical high and continuous growth [45] - Hongmeng Zhixing delivered 44,579 vehicles, with total deliveries surpassing 900,000 units, showcasing strong market acceptance [49]

Core Insights - The global sales of SAIC-GM-Wuling exceeded 764,500 units in the first half of the year, representing an 18.3% year-on-year increase, with new energy vehicle sales reaching 413,300 units, maintaining over 50% growth for six consecutive months [2] - The company aims to enhance its global strategy, having successfully entered 104 countries and regions, including Central and South America, the Middle East, Africa, and Southeast Asia [3][4] Sales Performance - Wuling Hongguang series achieved cumulative sales of 66,800 units in the first half of the year, a 45.7% increase year-on-year [3] - Wuling Silver Label series saw cumulative sales of 311,500 units, up 27.4% year-on-year [3] - New energy vehicle sales for Wuling Hongguang reached 12,500 units in June, marking a 125% increase year-on-year [2] Export Growth - In June, SAIC-GM-Wuling's export volume reached 25,600 units, a 50.3% year-on-year increase, with new energy vehicle exports at 8,448 units, maintaining over 200% growth for three consecutive months [4] - Cumulative new energy vehicle exports for the first half of the year reached 36,000 units, a 147.6% increase year-on-year [4] Global Strategy - The company has signed a strategic cooperation agreement in Uzbekistan to enter the Central Asian market and is exploring various cooperation models in Brazil [4] - The company emphasizes a three-pronged global strategy of localized production, supply chain expansion, and technology standard output to deepen its presence in the ASEAN market [4]

Core Viewpoint - The article analyzes the sales performance of major Chinese automotive groups in March and the first quarter of 2023, highlighting the growth trends and competitive dynamics within the industry. Group 1: Q1 Sales Performance - In Q1 2023, BYD led the sales with 980,000 passenger vehicles sold, a year-on-year increase of 57% [7] - Geely Holding ranked second with 946,627 vehicles sold, up 31% year-on-year [7] - SAIC Group came in third with 945,000 vehicles sold, reflecting a 13.3% increase [7] - The top ten Chinese automotive groups saw seven increase in sales and three decrease, indicating a stable growth trend in the industry [8] Group 2: April Sales Updates - Great Wall Motors reported April sales of 100,061 vehicles, a 5.55% increase year-on-year [11] - Geely's April sales reached 234,112 vehicles, up 53%, with 125,563 of those being new energy vehicles, marking a 144% increase [11] - BYD's total sales for April were 380,089 vehicles, a 21.3% increase, with passenger vehicle sales at 372,615, up 19.4% [11] - China FAW Group's April sales surpassed 238,700 vehicles, a 3.5% increase, continuing its steady growth [12] Group 3: New Energy Vehicle Trends - Geely's new energy vehicle sales accounted for 54% of its total sales in April [11] - Chery Group's new energy vehicle sales surged by 85.5% year-on-year [16] - BYD's new energy vehicle sales contributed significantly to its overall growth, with multiple models achieving high sales figures [12] Group 4: Competitive Landscape Among New Forces - Leap Motor led the new forces with April deliveries of 41,039 vehicles, a 173% increase [21] - Xpeng Motors delivered 35,045 vehicles in April, a 273% increase [21] - Li Auto's April deliveries reached 33,939 vehicles, up 31.6% [21] - NIO delivered 23,900 vehicles in April, reflecting a 53% year-on-year increase [21]

Core Insights - The Chinese automotive market continues to show signs of recovery, with the new energy vehicle (NEV) sector being the main driver of growth [3][5] - A clear trend of market polarization is emerging, where leading brands are gaining more market share while smaller brands face increasing pressure [5] Group 1: Sales Performance - BYD remains the market leader with April sales of 372,615 units, a year-on-year increase of 19.4%, and cumulative sales exceeding 1.38 million units, up 47% [2][3] - Geely Automotive reported total sales of 234,112 units in April, a 53% increase, with its NEV sales reaching 125,563 units, up 144% [2][3] - Xpeng Motors achieved a delivery of 35,045 units in April, marking a 273% year-on-year growth, and cumulative deliveries surpassed 700,000 units [2][4] - Li Auto delivered approximately 33,000 units in April, a 31.6% increase, with cumulative deliveries exceeding 1.26 million units [2][4] Group 2: Emerging Brands - Leap Motor saw a significant increase in deliveries, reaching 41,039 units in April, a 173% year-on-year growth [2][4] - Deep Blue Automotive reported a 58% increase in sales, while Avita achieved a remarkable 122.6% growth, setting a new historical high [5] - Lantu Automotive experienced a 150% increase in sales, indicating strong performance among smaller brands [5] Group 3: Market Trends - The NEV sector continues to be the primary growth driver in the automotive market, with leading companies like BYD, Geely, and Xpeng expanding their market presence through product innovation and technological advancements [5] - Traditional automakers are accelerating their transition to electric vehicles, with SAIC-GM-Wuling reporting a 22% increase in sales, and over half of its sales coming from NEVs [4][5] - The competitive landscape is evolving, with new models being launched and advancements in smart driving and supply chain capabilities becoming critical differentiators [5]

五菱银标4月销量49971台，同比增长41.3%。 ...