Li Auto delivered 33,350 vehicles in May. Leapmotor delivered 81,569 vehicles in
May, up 81% YoY. Xpeng delivered 32,158 vehicles in May, up 4% MoM. IM Motors
delivered 10,023 vehicles in May; Jan–May deliveries are up 115% YoY. Xiaomi
Auto’s May deliveries stayed above 30,000 vehicles. Jishi Auto delivered 2,052
vehicles in May, up 66% YoY. Geely sold 237,637 vehicles in May, up about 1%
YoY. BYD sold 383,500 NEVs in May; Jan–May cumulative NEV sales are down 20.32%
YoY. GAC’s Haobo Aion BU sold 33,140 vehicles in May, up 23.76% YoY and 1.26%
MoM. Hongmeng Zhixing delivered 46,122 vehicles in May, posting both YoY and MoM
gains; Jan–May deliveries are up 26.5% YoY. AITO delivered 34,320 vehicles
across its lineup in May, MoM +48.2%; Jan–May deliveries are up 28.7% YoY. Zeekr
delivered 34,377 vehicles in May, up 81.8% YoY, reporting simultaneous volume
and price increases and the fourth consecutive month of both YoY and MoM growth.
NIO delivered 37,705 vehicles in May, up 62.3% YoY; Jan–May deliveries totaled
150,526, up 68.7% YoY.
