Core Insights - The new energy vehicle market in China is experiencing robust growth and intense competition, with several new players reporting significant sales figures for June [1][2][3] Company Performance - Hongmeng Zhixing achieved a record delivery of 52,700 vehicles in June, marking a historical high for both monthly and daily sales, and leading the new energy vehicle market [2] - Leap Motor delivered 48,000 vehicles in June, a year-on-year increase of over 138%, with cumulative deliveries exceeding 800,000 [2] - Li Auto's deliveries fell to 36,300 units in June, a decrease of 24.1% compared to the same month last year, but plans to accelerate the launch of new electric models in the second half of the year [2] - Xpeng Motors reported a significant increase in deliveries, with 34,600 vehicles delivered in June, a year-on-year growth of 224% [3] - Deep Blue Automotive delivered 29,900 vehicles in June, a year-on-year increase of 79% [4] - Xiaomi Automotive delivered over 25,000 vehicles in June, with a notable order volume for its new SUV model, the Xiaomi YU7 [4] - NIO delivered 24,900 vehicles in June, a year-on-year increase of 17.5% [5] - Zeekr delivered 43,000 vehicles in June, maintaining a delivery volume above 40,000 for four consecutive months [6] Market Trends - The June sales performance was influenced by various factors, including promotional activities during the Dragon Boat Festival and increased family car purchases due to the end of the college entrance examination [1] - The shift in consumer behavior is evident, with a focus on practicality and cost-effectiveness in vehicle purchases [6] - The new energy vehicle market is seeing a reshuffling of delivery rankings, indicating changing dynamics and competition among new players [6]

智通财经APP获悉，截至7月1日，新能源车企陆续公布了6月销量数据，数据显示，龙头大厂比亚迪 (01211)6月新能源车销量382585辆，同比增长12%，继续稳坐新能源销量龙头；吉利汽车(00175)6月销 量同比增42%，以236036辆销量紧随其后；小米(01810)方面，小米汽车6月交付量超过25000辆；零跑汽 车(09863)销量同比增2.2倍，单月交付48,006辆汽车，在新势力中表现亮眼。 长城汽车(02333)公布，6月销量同比增13%、环比增8%，至110,690辆。当中新能源车销售占36,405辆， 同比增39%、环比增12%。 新势力车厂中，小鹏零跑维持倍数增长 蔚来理想趁机预告下半年新车 小鹏汽车公布，6月交付量同比增2.2倍、环比增3%，至34,611辆电动车，为连续8个月交付量逾3万辆。 总结上半年，小鹏年内交付197,189辆新车，当中第二季交付103,181辆，创季度新高。 零跑汽车公布，6月交付量同比增1.4倍、环比增6%，至48,006辆新车，连续3个月交付量逾4万辆。公司 续指，2026款零跑C10 单月大订突破15,000辆。 理想汽车公布，6月交付量同比跌24%、环 ...

蔚来汽车(NIO.N)：下半年，蔚来公司将有三款新车上市，第三代蔚来ES8、乐道L90和乐道L80。智能 大空间旗舰SUV乐道L90将于7月上旬展车全面到店并开启预售。 ...