BYD delivered over 419,000 vehicles in July, a record; overseas deliveries were
roughly 180,000. Li Auto delivered 30,468 new vehicles in July; cumulative
deliveries Jan–Jul reached 1,764,155. Xiaomi Auto continued above 30,000 monthly
deliveries in July. Leapmotor delivered 101,267 vehicles in July, up 102% YoY,
marking its first month above 100,000. XPeng delivered 38,027 vehicles in July,
up 4% YoY; global cumulative deliveries exceeded 1.2 million as of July 31. NIO
delivered 35,934 vehicles in July, up 71% YoY; Jan–Jul deliveries totaled
227,057, up 68% and a record. SAIC-GM-Wuling reported July global sales of
120,050 vehicles and July NEV sales of 72,695. ZEEKR delivered 35,837 vehicles
in July, up 111% YoY and a new high. Voyah (LanTu) delivered 13,189 vehicles in
July; Jan–Jul cumulative deliveries were 89,453, up 31% YoY. Hongmeng Zhixing
delivered 45,046 vehicles in July; Jan–Jul cumulative deliveries were 286,000,
up 13.7% YoY. ARCFOX delivered 23,517 vehicles in July, up 150.5% YoY; Jan–Jul
cumulative deliveries surpassed 100,000. Geely reported July sales of 250,161
vehicles, a period high, with NEV exports up 616% YoY. Chery Group sold 276,820
vehicles in July, up 23.3% YoY, including 129,067 NEVs, up 97.5% YoY. Shenlan
Auto recorded July global sales of 29,213 vehicles, up 7.5% YoY; Jan–Jul
cumulative sales were 193,369, up 13.5% YoY.
