July Electric Vehicle Report Card: XPeng's delivery volume increased by 229% year-on-year, BYD decreased by 8.8% month-on-month, and Xiaomi delivered over 30,000 units

Wallstreetcn
2025.08.01 13:19
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Nio delivered 21,017 new cars in July, Li Auto's July delivery volume decreased by 40% year-on-year; Leapmotor delivered a total of 50,129 vehicles in July, a year-on-year increase of over 126%; ZEEKR's July sales were 44,193 units. BYD's July sales were 344,296 vehicles, a month-on-month decrease of 8.8%, compared to 342,383 vehicles sold in the same period last year

On August 1st, various car manufacturers officially released their sales performance for July 2024.

XPeng delivered 36,717 vehicles in July, a year-on-year increase of 229%, marking the company's ninth consecutive month of deliveries exceeding 30,000 vehicles; Li Auto's July deliveries decreased by 40% year-on-year; Leapmotor delivered a total of 50,129 vehicles in July, a year-on-year increase of over 126%; Xiaomi's vehicle deliveries exceeded 30,000 units.

BYD's July sales reached 344,296 vehicles, a month-on-month decrease of 8.8%. Geely and Great Wall delivered 150,800 and 91,300 vehicles in July, respectively, both showing a decrease compared to the previous month.

Nio delivered 21,017 new vehicles in July, with the launch of the L90 nationwide delivery

In July 2025, Nio delivered 21,017 new vehicles, a year-on-year increase of 25.2% for the first seven months. Among them, the Nio brand delivered 12,675 new vehicles; the Lada brand delivered 5,976 new vehicles; the Firefly brand delivered 2,366 new vehicles. As of now, Nio has cumulatively delivered 806,731 new vehicles. Among them, the Nio brand has cumulatively delivered 737,923 new vehicles; the Lada brand has cumulatively delivered 58,599 new vehicles; the Firefly brand has cumulatively delivered 10,209 new vehicles.

The most significant product for the Nio brand in 2025, the all-new ES8, will be released in late August and officially launched in late September during NIO Day 2025, with deliveries starting immediately.

Li Auto delivered 30,731 vehicles in July, a year-on-year decrease of 40%

Li Auto announced that it delivered 30,731 new vehicles in July 2025, a year-on-year decrease of 40%. As of July 31, 2025, Li Auto's historical cumulative delivery volume reached 1,368,541 vehicles.

Li Auto will continue to upgrade the driving experience for existing car owners. With the delivery of VLA, all Li AD Max owners will have their end-to-end assisted driving upgraded to the VLA driver model, equipping both old users who purchased the 2022 Li L9 on the Orin X platform and new users on the refreshed Thor platform with VLA.

As of July 31, 2025, Li Auto has 535 retail centers nationwide, covering 153 cities; there are 527 after-sales service and authorized repair centers, covering 222 cities. Li Auto has put into operation 3,028 Li Supercharging stations nationwide, with 16,671 charging piles.

XPeng: 36,717 smart electric vehicles delivered in July, a year-on-year increase of 229%

In July 2025, XPeng set a new monthly delivery record, delivering a total of 36,717 smart electric vehicles, a year-on-year increase of 229%, marking the company's ninth consecutive month of deliveries exceeding 30,000 vehicles. As of July 2025, the company's total cumulative deliveries have surpassed 800,000 units. In the first seven months of 2025, XPeng delivered a total of 233,906 smart electric vehicles, an increase of 270% compared to the same period last year In mid-July, XPeng launched the 2025 XPeng G6 and G9 in the European market and announced that the XPeng P7+ will soon be launched in Europe, enhancing XPeng's strong growth momentum in the region. With the XPeng brand entering the UK, Italy, Ireland, and other new markets in the first half of 2025, the company has now entered a total of 46 countries and regions worldwide.

Leapmotor: July deliveries reached 50,129 units, a year-on-year increase of over 126%

In July, Leapmotor's total delivery volume reached 50,129 units, a year-on-year increase of over 126%, setting a new historical record. This is also the first time the brand's monthly sales have surpassed the 50,000-unit mark.

According to official data, from January to July this year, Leapmotor has cumulatively delivered 271,793 new vehicles, firmly ranking among the top three new force brands. As early as mid-June this year, Leapmotor announced that its cumulative delivery volume had exceeded 800,000 units. At the current growth rate, the brand is expected to achieve the milestone of one million deliveries within this year, becoming the second emerging car company in the country to reach this achievement.

Xiaomi Automobile's July deliveries exceeded 30,000 units

On August 1, Lei Jun, founder, chairman, and CEO of Xiaomi Group, announced on his personal Weibo that Xiaomi Automobile's monthly delivery volume in July 2025 exceeded 30,000 units, setting a new delivery record for the brand.

According to public data, the first SUV model YU7 released by Xiaomi Automobile in June 2025 received over 240,000 orders within 18 hours of its launch, directly driving the production ramp-up in July. As of July 22, Xiaomi Automobile's cumulative delivery volume for the year has reached 311,700 units, achieving 104% of the annual target of 300,000 units ahead of schedule. Lei Jun previously stated that Xiaomi Automobile's original delivery target for 2025 was 350,000 units, and the current weekly new orders are stable at over 9,000 units. If this momentum continues, the annual delivery volume is expected to reach 400,000 units.

Geely Automobile: July total sales of 237,717 units, a year-on-year increase of approximately 58%

Geely Automobile's total sales in July reached 237,717 units, a year-on-year increase of 58%. Among them, Geely brand's total sales were approximately 193,500 units, a year-on-year increase of 70%. The Galaxy series sold approximately 95,000 units, a year-on-year increase of 237%; the ZEEKR series sold approximately 17,000 units, a year-on-year increase of 8%; and the Lynk & Co series sold approximately 27,200 units, a year-on-year increase of 28%.

In the field of new energy vehicles, Geely Automobile's pure electric vehicle (BEVs) sales in July were approximately 90,000 units, a year-on-year increase of 192%; plug-in hybrid vehicle (PHEVs) sales were approximately 40,100 units, a year-on-year increase of 42% Geely Automobile's export sales in July were approximately 35,300 units, a year-on-year increase of 6%.

Great Wall Motors: July sales increased by 14.34% to 104,400 units

Great Wall Motors sold 104,400 units in July, a year-on-year increase of 14.34%; cumulative sales from January to July reached 674,200 units, a year-on-year increase of 3.57%. In July, production was 101,000 units, a year-on-year increase of 18.22%; cumulative production from January to July reached 672,200 units, a year-on-year increase of 4.00%.

ZEEKR Technology sold 44,193 units in July, global users exceeded 2 million

On August 1, ZEEKR Technology announced July sales of 44,193 units, a year-on-year increase of 20% and a month-on-month increase of 3%, achieving double growth both year-on-year and month-on-month, with monthly sales exceeding 40,000 units for five consecutive months. Global users exceeded 2 million. Among them, ZEEKR brand sales in July were 16,977 units, and Lynk & Co brand sales in July were 27,216 units.

BYD: July automobile sales reached 344,296 units, a month-on-month decrease of 8.8%

BYD Company announced on the Hong Kong Stock Exchange that July automobile sales reached 344,296 units, a month-on-month decrease of 8.8%, compared to 342,383 units in the same period last year; passenger car sales were 341,030 units, pure electric passenger car sales were 177,887 units, and plug-in hybrid passenger car sales were 163,143 units. Cumulative automobile sales from January to July reached 2.49 million units, a year-on-year increase of 27%.

IM Motors delivered 7,027 units in July

According to IM Motors' official Weibo news on August 1, the delivery volume in July reached 7,027 units.

GAC Aion's terminal sales in July reached 26,557 units

GAC Aion announced that terminal sales in July reached 26,557 units, with 437 new self-built DC fast charging piles added in July, bringing the total to 14,096. Its service network covers 31 provinces and cities in 202 cities, with 1,691 self-operated stations, over 17,980 self-operated public piles, and access to over 1.12 million third-party charging piles nationwide.

Avita's July sales reached 10,062 units, a year-on-year increase of 178%

On August 1, Avita Technology announced the latest sales data: July sales reached 10,062 units, a year-on-year increase of 178%, with sales exceeding 10,000 units for five consecutive months.

Voyah delivered 12,135 units in July

In July, Voyah's monthly delivery reached 12,135 units, a year-on-year increase of 102% and a month-on-month increase of 21%, achieving six consecutive increases. From January to July, Voyah's cumulative sales reached 68,263 units, a year-on-year increase of 88%. In the high-end new energy MPV sector, the popular Voyah Dreamer has secured the championship Half a month after its launch, Voyah FREE+ has strongly entered the "TOP 3 in sales of hybrid SUVs priced between 200,000 and 300,000."