US equities on Wednesday, July 1: Dow Jones Industrial Average closed down 12.98 points, or 0.02%, at 52,306.22; S&P 500 closed down 15.97 points, or 0.21%, at 7,483.39; Nasdaq Composite closed down 173.69 points, or 0.66%, at 26,040.03.

美国至6月26日当周EIA精炼厂设备利用率 96.6%，预期96.3%，前值96.1%。

BYD sold 403,500 NEVs in June, up 5.46% YoY. Geely sold 240,800 vehicles in June, up 2% YoY. Leapmotor delivered 93,376 vehicles globally in June, up 95% YoY; H1 cumulative deliveries 356,487. Hongmeng Zhixing delivered 50,624 units in June, up 9.7% MoM. NIO delivered 40,597 vehicles in June, up 62.9% YoY. XPeng delivered 40,126 vehicles in June and 103,295 in Q2. IM Motors delivered 40,087 vehicles in 1H 2026, up 58% YoY. Zeekr delivered 35,169 vehicles in June, up 111% YoY. Deep Blue Auto sold 33,625 vehicles in June, up 12.5% YoY (global). Li Auto delivered 30,895 vehicles in June; cumulative deliveries reached 1,733,687 as of June 30, 2026. Xiaomi Auto continued to deliver above 30,000 vehicles in June. AITO delivered 30,199 vehicles in June; H1 cumulative deliveries rose 10.2% YoY. Arcfox sold 25,646 vehicles in June, up 219.3% YoY. Volkswagen Anhui delivered 2,423 vehicles in June, up 120% YoY.