【导读】 最新"战报"来了！新能源汽车大变局： 7 月销量数据 凸显纯电趋势加快！李斌称纯电是新能源汽车终极路线 中国基金报记者 邱德坤 8 月 1 日，新能源车企集中发布 7 月 " 战报 " ，凸显了纯电时代正在加速到来。 7 月销售数据显示，比亚迪、吉利汽车的纯电车型销量与增速均超过插混车型，而此前加码增程车型的理想，又出现交付量同比、环比均下 降的情况。 新能源汽车的技术路线有三种，分别是纯电、插混、增程，但前几年插混与增程车型的销量总体好于纯电车型。 据一位新能源车企人士介绍，这主要是受充换电设施布局不完善、补能效率较低，以及纯电车型续航较短等因素影响， " 但现在这些问题 基本上都解决了 " 。 零跑、小米的 7 月交付量，分别首次站上 5 万辆、 3 万辆大关 ，并且理想、小鹏、蔚来、零跑等新势力车企均加码纯电 SUV 市场。 8 月 1 日，蔚来董事长李斌向记者表示： " 无论是增程还是插混，在新能源汽车发展过程中都只是过渡产品，终极技术路线是纯电。 " | 品牌 | 7月销量或交付量(辆) | 同比 | 环比 | | --- | --- | --- | --- | | 比亚迪 | 34429 ...

Group 1: Company Performance - Xiaopeng Motors achieved a record monthly delivery of 36,717 vehicles in July, marking a 229% year-on-year increase and a 6% month-on-month increase, with total deliveries for the year reaching 233,906 units, up 270% [1][4] - Leap Motor's July deliveries reached 50,129 units, a year-on-year increase of over 126%, marking its first time surpassing 50,000 units in a month, with total deliveries for the year at 271,793 units [4][7] - Xiaomi Motors reported over 30,000 vehicle deliveries in July, tripling from 10,000 units in the same month last year, with production capacity expected to ramp up significantly [7][10] - Li Auto delivered 30,731 vehicles in July, a 39.74% year-on-year decrease from 51,000 units in the same month last year, with total cumulative deliveries reaching 1,368,541 units [12] - NIO delivered 21,017 vehicles in July, with year-to-date deliveries of 135,167 units, reflecting a 25.2% year-on-year increase [12][14] Group 2: Market Trends - The automotive industry is experiencing a price war, with over 60 models having price cuts in the first four months of 2025, escalating to over 100 models in May [15][17] - The China Automotive Association noted that July's retail sales for narrow passenger vehicles were approximately 1.85 million units, a 7.6% year-on-year increase, while new energy vehicle sales are expected to reach 1.01 million units, with a penetration rate of about 54.6% [18]

Group 1 - The core viewpoint of the articles highlights the significant growth and achievements of Leap Motor, with July 2023 marking a record high in vehicle deliveries, reaching 50,129 units, a year-on-year increase of over 126% [1] - Leap Motor has entered the Fortune China 500 list for the first time, showcasing its strong development momentum [1] - The company exported 20,375 vehicles to overseas markets in the first half of the year, with notable performance in Germany, where it received recognition as the best new brand in the "2025 Dealer Satisfaction Report" [1] Group 2 - Leap Motor launched the new C11 model on July 10, starting at 149,800 yuan, featuring upgrades in design, cabin, range, driving assistance, and safety [1] - The B01 model was officially launched on July 23, starting at 89,800 yuan, targeting young consumers with features like laser radar and a long range of 650 km [1] - The "2023 China Automotive Resale Value Research Report" listed several Leap Motor models, including C16, C10, T03, and C01, indicating strong market performance [1] Group 3 - Leap Motor has established over 600 overseas stores, expanding into more than 30 international markets, including Europe, the Middle East, Africa, and Asia-Pacific [2] - In mainland China, Leap Motor operates 951 stores, including 319 Leap Centers, 491 Experience Centers, and 141 Service Centers [2] - The first S-level Leap Center in China, located in Chongqing, opened in July, integrating sales, delivery, and service [2]

Core Viewpoint - Leap Motor's new C11 model aims to become a long-lasting brand icon after achieving over 250,000 cumulative sales in four years, with significant upgrades enhancing its value by over 40,000 yuan [2] Group 1: Product Launch and Features - The new C11 was launched in Hangzhou, Zhejiang, with over 110 major upgrades and a price range of 149,800 to 165,800 yuan [2] - The C11 features a dual power version, including a pure electric model with an 81.9 kWh battery, achieving a CLTC range of 640 km and a fast charging time of 18 minutes from 30% to 80% SOC [3] - The range-extended version includes a new 1.5L power system, offering a CLTC pure electric range of 300 km and a combined range of 1,220 km with a 47L fuel tank [3] Group 2: Technological Advancements - The C11 is equipped with 28 intelligent sensing hardware components and a Qualcomm 8650 chip, enabling 27 advanced driver assistance features [3] - The vehicle's smart cockpit includes a self-developed 60-inch AR-HUD, providing three intelligent scene modes to enhance driving safety and convenience [3]