作者丨彭鑫 编辑丨安安 为期7天的慕尼黑车展于今日落下帷幕。 2025年慕尼黑国际车展以"It's All About Mobility"（动悉一切）为主题。聚焦创新技术、基础设施解决方案、软件开发及新兴出行趋势，体现了展会向综合 性出行平台转型的趋势。 图源：新华社 据新华社，本届车展吸引来自30多个国家和地区约750家企业参展。除大众、宝马、奔驰等德国本土企业外，国际展商比例超过55%，创历届新高。其中， 中国展商数量延续上届增长势头，达到116家，在国际展商中居首。 公开资料显示，共有16家中国整车企业以及产业供应链企业集体亮相，覆盖了动力电池、智能座舱、自动驾驶以及车联网等领域，全面展示了中国新能源汽 车产业的实力和完整生态。 与此同时，小鹏汽车欧洲首个研发中心将正式启用，作为品牌全球第九大研发中心，与硅谷、圣地亚哥研发中心形成协同，以"In Europe, With Europe"为核 心，深度挖掘本地用户需求，加速技术创新与本地化落地。 "全球化是 '每十年一个阶梯' 的长期目标，'欲速则不达'，当前阶段的核心是做好基础建设，而非追求短期规模。"小鹏汽车董事长何小鹏说道。 阿维塔全球首台情感智能（ ...

Core Insights - Multiple companies reported significant growth in electric vehicle (EV) sales for July, indicating a robust market performance in the EV sector. Group 1: Sales Performance - BYD achieved sales of 344,296 units in July, a slight increase from 342,383 units year-on-year, with overseas sales of passenger cars and pickups reaching 80,178 units, up 159.5% [9] - SAIC-GM-Wuling reported total global sales of 123,341 units, a year-on-year increase of 13.7%, with new energy vehicle sales at 73,901 units, up 50.9% [11] - Leap Motor's sales reached 50,129 units, marking its first month surpassing 50,000 units, with a year-on-year growth exceeding 126% [15] - Xpeng Motors delivered 36,717 vehicles, a year-on-year increase of 229% and a month-on-month increase of 6%, achieving a historical high for monthly deliveries [18] - Li Auto delivered 30,731 vehicles, showing a year-on-year decline of 40% and a month-on-month decline of 15.3% [21] - Xiaomi's deliveries exceeded 30,000 units, driven by the launch of its first electric SUV, YU7 [23] - Deep Blue's sales reached 27,169 units, reflecting a year-on-year growth of 62% [28] - GAC Aion sold 26,557 units, with a strong charging infrastructure supporting its growth [32] - NIO delivered 21,017 vehicles, with a year-to-date growth of 25.2% [36] - Zeekr sold 16,977 units, maintaining a consistent monthly sales performance [38] - Lantu achieved sales of 12,135 units, with a year-on-year increase of 102% [40] - Avita's sales reached 10,062 units, marking a year-on-year growth of 178% [41] - ARCFOX delivered 9,436 units, with a year-on-year increase of 50.35% [45] - Zhiji delivered 7,027 units, with a month-on-month increase of 16.6% [47] - Hongmeng Zhixing's total sales reached 47,752 units, maintaining a leading position among new energy and luxury brands [51] Group 2: Market Trends and Developments - The overall performance of the EV market in July indicates strong consumer demand and competitive dynamics among various manufacturers [2][3] - The introduction of new models and expansion of sales channels, including international markets, are key strategies driving growth for several companies [15][23][28] - The competitive landscape is intensifying, with some companies facing challenges in maintaining growth rates amid increasing market competition [21]

Industry Overview - In May, the automotive industry focused on intense competition, with significant attention on price wars and public disputes, reflecting a clear stance against "involution" from regulatory bodies and industry associations [2] - The electric vehicle (EV) market experienced a significant surge, with most companies reporting strong performance, particularly BYD, Leap Motor, and Xpeng, which led the industry with substantial growth [2] Company Performance - **BYD**: Sold 382,476 vehicles in May, a year-on-year increase of 15.3%. Of these, 88,640 were sold overseas, and the sales of its Dynasty and Ocean series reached 348,393 [5][6][7] - **Geely**: Achieved total sales of 235,208 vehicles in May, with 138,021 being new energy vehicles (NEVs), accounting for 59% of total sales. Cumulative NEV sales from January to May reached 602,784 [8][9] - **SAIC-GM-Wuling**: Reported global sales of 134,419 vehicles, a 20.7% increase year-on-year, with NEV sales of 74,201, marking a 52.2% growth [13][14] - **Leap Motor**: Delivered 45,067 vehicles in May, representing a growth rate exceeding 148%, maintaining its lead among new car manufacturers [16][17] - **Li Auto**: Delivered 40,856 vehicles in May, a 16.7% increase year-on-year, with expectations for stable monthly deliveries of the new MEGA model [19][20] - **Xpeng**: Achieved a delivery of 33,525 vehicles in May, a remarkable 230% increase year-on-year, continuing a trend of over 30,000 monthly deliveries for seven consecutive months [25][26] - **Great Wall Motors**: Sold 102,231 vehicles in May, with NEV sales of 32,638, reflecting a 32.41% year-on-year increase [29][30] - **Xiaomi**: Exceeded 28,000 vehicle deliveries in May, maintaining consistent sales over the past eight months [35][36] - **GAC Aion**: Sold 26,777 vehicles in May, with significant advancements in its driving assistance systems [38][39] - **Deep Blue**: Reported a total delivery of 25,521 vehicles, a 78% increase year-on-year [43][44] - **NIO**: Delivered 23,231 vehicles in May, a 13.1% increase, with several new models launched [46][48] - **Avita**: Achieved sales of 12,767 vehicles in May, a 179% increase, marking a historical high [51][52] - **Lantu**: Sold 10,022 vehicles in May, a 122% increase year-on-year, with new product plans announced [55] - **SAIC-GM New Energy**: Reported a total of 9,117 NEV sales in May, a 3.2% increase year-on-year, with a significant month-on-month rise of 66.4% [58][59] - **Hongmeng Zhixing**: Delivered 44,454 vehicles in May, setting a new historical record [62][63]

Core Insights - Multiple new energy vehicle companies reported their sales figures for May, showcasing significant growth across the sector [1] Group 1: Company Performance - Zeekr Technology achieved sales of 46,538 units in May, marking a year-on-year increase of 15.2% and a month-on-month increase of 12.6%, maintaining over 40,000 monthly sales for three consecutive months [2] - Leap Motor delivered 45,067 vehicles in May, with a growth rate exceeding 148%, solidifying its position as a leader among new car manufacturers [4] - Hongmeng Zhixing reported a record delivery of 44,454 vehicles in May, with significant contributions from various models including 15,481 units of the Aito M9 [6] - Li Auto delivered 40,856 vehicles in May, reflecting a year-on-year growth of 16.7%, with a cumulative delivery of 1,301,531 vehicles as of May 31, 2025 [9] - XPeng Motors delivered 33,525 vehicles in May, achieving a remarkable year-on-year growth of 230%, and has maintained over 30,000 deliveries for seven consecutive months [12] - Xiaomi Auto reported over 28,000 vehicle deliveries in May, while preparing for mass production of the Xiaomi YU7 [14] - NIO delivered 23,231 vehicles in May, with a year-on-year increase of 13.1%, bringing its total deliveries to 760,789 vehicles [16] - Avita achieved sales of 12,767 vehicles in May, a year-on-year increase of 179%, marking its third consecutive month of sales exceeding 10,000 units [17] - Lantu Auto reported sales of 10,022 vehicles in May, reflecting a year-on-year growth of 122% [19]

销量突破70万辆，在长安汽车交出的一季度成绩单中，新能源车集体崛起成为一大亮点。 长安汽车最新发布的销量快报显示，2025年3月，长安汽车销量为268052辆，同比增长3.5%，一季度销 量突破70万辆，实现了开门红。3月份，长安汽车新能源车销量突破8万辆，达87036辆，同比增长 62%；3月海外销量达50048辆，同比增长4.9%。 新能源车"三兄弟"在销量上齐头并进，使到长安汽车新能源车销量上月同比增长超六成。 其中，长安启源3月销量为15274辆，累计销量超过22万辆，正加速向规模化效益转化。上月，全新车型 长安启源Q07已开启预订。 进入2025年后，长安汽车率先将智能化推进至全新高度，正式启动了"北斗天枢2.0"计划，围绕数智产 品、数智运营、数智制造、数智生态四大核心领域，制定了清晰的"四大数智升级"行动。其中，"升级 数智产品，推进智驾平权"被列为首要任务。 今年3月，长安汽车举办品牌欧洲发布会，标志企业"152"全球布局基本完成，实现全面"走出去"。据透 露，长安在海外还有四个任务要完成：一是东南亚罗勇工厂投产；二是欧亚区域KD项目正式投产；三 是中南美完成巴西子公司设立；四是中东非完成CH ...