Core Viewpoint - Leapmotor is intensifying its product strategy with the launch of the new 2026 Leapmotor C11, which features over 110 significant upgrades and a price range of 149,800 to 165,800 yuan, enhancing its competitive position in the electric vehicle market [1][4]. Product Launch and Sales Performance - The new C11 model is part of Leapmotor's broader strategy to enhance product offerings, following the successful launches of the B10, 2026 C10, and 2026 C16 earlier this year [1]. - Since its launch in 2021, the C11 has been pivotal in establishing Leapmotor's presence in the mainstream SUV market, achieving cumulative sales of over 250,000 units [4]. - In the first half of this year, Leapmotor sold 221,700 vehicles, leading the new energy vehicle segment, and maintained a strong sales momentum from March to June [4]. Design and Features - The C11's design adheres to Leapmotor's "technology natural aesthetics," featuring a streamlined body with a drag coefficient of 0.28, enhancing aerodynamics [6]. - The interior boasts a luxurious yet minimalist design, with high-quality materials and a 17.3-inch floating touchscreen that offers a 2.8K resolution for an immersive experience [8]. Technology and Performance - The C11 is equipped with the Qualcomm Snapdragon SA8295P chip and Leapmotor OS 4.0 Plus, featuring a 60-inch AR-HUD for enhanced driving safety and convenience [10]. - The vehicle offers both pure electric and range-extended versions, with the pure electric model achieving a CLTC range of 640 km and a fast charging capability that allows 30%-80% SOC in just 18 minutes [10]. - The C11 includes advanced driver assistance systems with 27 functionalities, supported by 28 intelligent sensing hardware components [11]. Safety and Structural Integrity - The C11's body structure incorporates 81.9% high-strength steel and advanced safety technologies, ensuring robust passive protection [12]. - The vehicle's battery management system and integrated control technology enhance safety during extreme conditions, such as tire blowouts and slippery surfaces [12].

Core Insights - Leap Motor is becoming a preferred choice in the rational consumption era due to its precise positioning and exceptional price-performance ratio [1] Group 1: Sales Performance - In June 2023, Leap Motor delivered 48,006 vehicles, a year-on-year increase of over 138%, with cumulative deliveries exceeding 220,000 units in the first half of the year [1][5] - Leap Motor has maintained over 40,000 monthly deliveries for three consecutive months and has ranked first in the new force sales chart for four months [1][5] - As of June 18, 2023, Leap Motor's cumulative deliveries surpassed 800,000 units, positioning it to potentially become the second new force company to enter the "million club" [5] Group 2: Future Growth Potential - Northeast Securities reports that the upcoming B series models and next year's D and A series models will continuously drive Leap Motor's sales to new heights [4] - According to Credit Lyonnais, Leap Motor is expected to be a major contributor to market share growth in China by 2025, driven by new model launches and upgrades [4] Group 3: International Expansion - Leap Motor has established a global strategic partnership with Stellantis, with an investment of approximately €1.5 billion, marking a significant collaboration between a Chinese new force automaker and a multinational giant [6] - From January to May 2023, Leap Motor ranked first in cumulative export sales among Chinese new force brands, with over 17,200 units sold [6] Group 4: Product Strategy - The Leap Motor C16, a six-seat SUV priced between 150,000 and 200,000 yuan, has become a top choice in its segment, achieving a 70% market share in the under 200,000 yuan category [9][10] - The B10 model, targeting the 100,000 to 150,000 yuan segment, features advanced technology and competitive pricing, enhancing Leap Motor's appeal to a broader consumer base [10] Group 5: Competitive Advantage - Leap Motor's self-research and development capabilities account for over 65% of the vehicle's cost, with an 85% shared component rate within the same series, showcasing its strong cost control and profitability potential [10]

7月1日，国内造车新势力相继披露了今年6月及上半年的销量数据。零跑、鸿蒙智行、理想 上半年销量均突破20万辆。 其中零跑以22.17万辆同比激增155.8%的成绩首度登顶半年销量榜。 鸿蒙智行、 理想汽 车、小鹏汽车紧随其后，小米汽车6月交付量出现环比下滑。 | 车企 | 2025H1(单位:万辆) | 2024H1(单位:万辆) | 同比 | | --- | --- | --- | --- | | 零跑汽车 | 22.17 | 8.7 | 155.8% | | 鸿蒙智行 | 20.62* | 19.42 | 6.2% | | 理想汽车 | 20.38 | 18.9 | 7.8% | | 小鹏汽车 | 19.72 | 5.2 | 279% | | 广汽埃安 | 15.23 | 17.74 | -14.2% | | 小米汽车 | 15+ | 2.7 | 456% | | 深蓝汽车 | 14.32 | 8.39 | 70.8% | | 蔚来汽车 | 11.42 | 8.74 | 30.6% | | 极気 | 9.07 | 8.79 | 3% | | 阿维塔 | 5.91 | 2.9 | 103.5% | | 岚图 ...

Core Insights - Leap Motor is becoming a preferred choice in the rational consumption era due to its precise positioning and exceptional price-performance ratio [1] - The company achieved a remarkable delivery of 48,006 units in June, marking a year-on-year increase of over 138%, with total deliveries exceeding 220,000 units in the first half of the year [1][9] - Leap Motor has maintained the top position in the new energy vehicle sales rankings for four consecutive months [1][9] Sales Performance - Leap Motor's cumulative deliveries reached 221,664 units in the first half of the year, leading the new energy vehicle sector [9][10] - The company is on track to become the second new energy vehicle brand to enter the "million club" with over 800,000 cumulative deliveries as of June 18 [9] Market Expansion - The introduction of new models, including the B series and the upcoming D and A series, is expected to drive sales growth [5] - Leap Motor's partnership with Stellantis, involving an investment of approximately €1.5 billion, marks a significant collaboration in the industry [13] - The company has achieved the highest cumulative export sales among new energy brands in China, with over 17,200 units exported in the first five months of the year [13] Product Development - The launch of the 2026 model C16 and the upcoming B01 electric sedan are expected to further boost delivery volumes [13] - The C16 has become a best-seller in the 15-20 million yuan SUV segment, capturing a 70% market share in its category [16] - Leap Motor's B10 model targets the 10-15 million yuan market, enhancing its competitiveness with advanced technology at a lower price point [17] Competitive Advantage - Leap Motor's self-research and development capabilities account for over 65% of vehicle costs, contributing to improved profitability [17] - The company emphasizes the importance of solid technical accumulation and creating real value for users as the foundation for its growth [17]

01 事件概述 2025 年6 月重点新能源车企交付量发布，据各公司披露数据： 零跑48,006辆，同比+138.6%，环比+6.5%； 问界44,685辆，同比+4.5%，环比+22.9%； 理想36,279辆，同比-24.1%，环比-11.2% 小鹏34,611辆，同比+224.4%，环比+3.2%； 埃安27,848辆，同比-20.5%，环比+4.0%； 蔚来24,925辆，同比+17.5%，环比+7.3%； 极氪16,702辆，同比-16.9%，环比-11.7%； 小米超25,000辆。 问界：据公司披露，6月交付44,685辆，同比+4.5%，环比+22.9%，主要车型6月销量中，M8交付2.1万辆，占公司当月交付量47.4%，在40万元级市场表现亮眼，M9 2025款6月交付1.4辆，占公司当月交付量30.7%，居50万元级市场销量冠军。 理想： 据公司披露，6月交付36,279辆，同比-24.1%，环比-11.2%，我们判断，由于电商季优惠促销和补贴政策利好中低端市场，高端市场整体增速放缓，公司销量短期 承压。公司主要车型5月销量中，L6交付1.9万辆，占公司当月交付量46.0%；L7交付1.0 ...

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]

倒计时9天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位： 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/ 汇创新能源/ 中兴派能/孚能科技/保力新/创明新能源/多 氟多/博力威/睿恩新能源/诺达智慧/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/亿纬锂能/星 恒电源/先导智能/小安科技/鑫晟达/精锐精密等 零跑 浙江湖州 新能源汽车电池包项目即将投产！ 6月27日，零跑汽车位于 湖州吴兴的动力 电池包项目 迎来关键进展， 首批动力柜设备提前顺利进场并启动安装， 为后续电池产线设备进场 及8月底的全面投产奠定基础。 浙江湖州吴兴零跑汽车新能源汽车电池包项目在今年2月正式开工， 计划总投资15亿元，用地178亩，建设8条车载动力电池产线（模组产线 和PACK产线）、4条电源生产线。 根据规划，2025年零跑汽车将进 ...

零跑在造车新势力中继续领跑，6月交付量逼近5万辆大关，并且与其他4家车企进一步拉开差距。 6月，理想、小米的交付量都"不理想"。小鹏增速第一，但交付量仍未突破4万辆大关。蔚来呈现持续回升态势，但交付量仍有待提升。 6月结束意味着2025年上半年收官。新能源车企2025年上半年"成绩单"浮出水面，对比其年度销量（交付量）目标，仅有小鹏的进度条超50%。 | 品牌 | 6月销量或交付量(辆) | 同比 | 环比 | 上半年销量或交付量(辆)年度目标完成度 | | | --- | --- | --- | --- | --- | --- | | 比亚迪 | 382585 | 11. 98% | 0. 03% | 214.60万 | 39.02% | | 吉利新能源 | 122367 | 185. 52% | -11.34% | 72.52万 | 48. 35% | | 鸿蒙智行 | 52747 | 14.32% | 18. 66% | 约21万 | 21% | | 零胞 | 48006 | 138. 65% | 6. 52% | 22.17万 | 36.95%至44.34% | | 赛力斯新能源 | 46086 | ...

【导读】新能源车企发布 6 月 " 成绩单 "，5 家造车新势力分化加剧 中国基金报记者 邱德坤 7 月 1 日，新能源车企集中交出 6 月 " 成绩单 " 。 比亚迪 作为新能源车企龙头， 6 月销量达 38.26 万辆，依旧保持大幅领先态势。 零跑 在造车新势力中继续领跑， 6 月交付量逼近 5 万辆大关，并且与其他 4 家车企进一步 拉开差距。 6 月， 理想、小米 的交付量都 " 不理想 "。 小鹏增速第一，但交付量仍未突破 4 万辆大 关。 蔚来 呈现持续回升态势，但交付量仍有待提升。 6 月结束意味着 2025 年上半年收官。新能源车企 2025 年上半年 " 成绩单 " 浮出水面，对 比其年度销量（交付量）目标，仅有小鹏的进度条超 50% 。 | 品牌 | 6月销量或交付量(辆) | 同比 | 环比 | 上半年销量或交付量(辆)年度目标完成度 | | | --- | --- | --- | --- | --- | --- | | 比亚迪 | 382585 | 11.98% | 0. 03% | 214.60万 | 39.02% | | 吉利新能源 | 122367 | 185. 52% | -1 ...

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 ...