Die neuen Kraftmächte in der Automobilbranche legen ihre Ergebnisse für das erste Halbjahr vor. Leapmotor führt an, während XPeng den größten Zuwachs verzeichnet.

XPeng G7. Image source: XPeng Motors' official Weibo

On July 1st, new car - making forces successively announced their sales data for June and the first half of this year. The sales of many car companies increased year - on - year.

In June, Hongmeng Smart Mobility delivered over 52,000 vehicles. Leapmotor delivered over 48,000 vehicles, hitting a new record high and achieving a monthly delivery of over 40,000 vehicles for four consecutive months. XPeng Motors and Li Auto also delivered over 30,000 vehicles in June, and Deepal delivered nearly 30,000 vehicles in a single month.

In terms of the cumulative sales performance in the first half of the year, Leapmotor ranked first, followed closely by Li Auto. Both car companies delivered over 200,000 vehicles. The three car companies with the largest year - on - year increase in cumulative deliveries in the first half of the year were XPeng Motors, Leapmotor, and Avita.

In the first half of this year, only Xiaomi Auto and XPeng Motors among the new - force camp had cumulative deliveries exceeding half of their annual sales targets. The cumulative sales of many car companies in the first half of the year accounted for about 30% of their annual sales targets.

Many Car Companies Delivered Over 30,000 Vehicles in June

In June this year, the sales of many new - force car companies soared.

Leapmotor delivered over 48,000 new vehicles in June, a year - on - year increase of over 138%, hitting a new record high for monthly deliveries. In the first half of this year, Leapmotor cumulatively delivered over 221,600 new vehicles, a year - on - year increase of nearly 156%, completing 44% of this year's sales target. Zhu Jiangming, the founder and chairman of Leapmotor, said that the 2026 Leapmotor C11 will be launched in July and described it as a "major facelift" that will "redefine the value benchmark of mid - size SUVs".

Hongmeng Smart Mobility delivered 52,747 new vehicles in June. Among them, the entire Wenjie series delivered 44,685 vehicles, the 2025 Wenjie M9 delivered 13,718 vehicles, and the Wenjie M8 delivered 21,185 vehicles; the Xiangjie S9 delivered 4,154 vehicles in June; Zhijie cumulatively delivered 46,600 vehicles in the first half of this year.

In addition, many other car companies delivered over 30,000 vehicles in June.

Li Auto delivered 36,279 new vehicles in June, a year - on - year decline of 24.1%. Li Auto cumulatively delivered 204,000 vehicles in the first half of this year, a year - on - year increase of 7.9%.

XPeng Motors delivered 34,611 new vehicles in June, a year - on - year increase of over 224%. In the first half of this year, XPeng Motors cumulatively delivered 197,189 new vehicles, more than 7,100 vehicles more than the total deliveries of last year, and has completed 56% of this year's sales target. On July 3rd, the XPeng G7 will be launched. On July 1st, He Xiaopeng, the chairman of XPeng Motors, posted on social media that XPeng will start an era - spanning intelligent computing power with the G7 and will launch super - electric power by the end of this year, and also said that it will "continue to set new records".

Meanwhile, there were also many car companies with monthly sales exceeding 20,000 vehicles. Xiaomi Auto, which just launched its first SUV model YU7, delivered over 25,000 new vehicles in June. Xiaomi Auto's data shows that in the first half of this year, Xiaomi Auto cumulatively delivered over 150,000 new vehicles, exceeding half of this year's sales target of 300,000 vehicles.

NIO delivered 24,925 new vehicles in June, a year - on - year increase of 17.5%. Among them, the NIO brand delivered 14,593 new vehicles, a year - on - year decline of nearly 31.2%. For other brands, the LeDao brand delivered 6,400 vehicles, and the Firefly brand delivered 3,932 vehicles.

In terms of the new - energy brands of traditional car companies, Geely Technology sold 43,012 vehicles in June. Among them, the Geely brand sold 16,702 vehicles, a year - on - year decline of 16.9%; the Lynk & Co brand sold 26,310 vehicles, a year - on - year increase of over 7.6%. In the first half of this year, the Geely brand cumulatively sold 90,740 vehicles, a year - on - year increase of 3.3%, completing 28.4% of this year's sales target.

GAC Aion sold 27,848 vehicles in June, a year - on - year decline of nearly 20.5%. In the first half of this year, GAC Aion cumulatively sold 152,000 vehicles, a year - on - year decline of 14.2%.

Deepal also had a monthly delivery of over 20,000 vehicles. Deepal delivered 29,893 new vehicles in June, a year - on - year increase of nearly 80%. In the first half of this year, Deepal's cumulative deliveries exceeded 143,000 vehicles, a year - on - year increase of over 70%.

There were also two car companies with monthly sales exceeding 10,000 vehicles. VOYAH sold 10,053 vehicles in June, a year - on - year increase of nearly 83%. In the first half of this year, VOYAH cumulatively sold 56,128 vehicles, a year - on - year increase of nearly 85%, completing 28% of this year's sales target.

Avita sold 10,153 vehicles in June, a year - on - year increase of nearly 117%. Since March this year, Avita has had monthly sales of over 10,000 vehicles for four consecutive months. In the first half of this year, Avita cumulatively sold 59,000 vehicles, completing nearly 27% of this year's sales target.

In addition to the above - mentioned car companies, IM Motors delivered 6,027 vehicles in June, a slight year - on - year increase of 0.2%.

Launch New Cars to Sprint in the Second Half of the Year

Although the overall sales increased, most car companies failed to complete half of their annual sales in the first half of this year. Among them, Xiaomi Auto and XPeng Motors had cumulative sales in the first half of the year exceeding half of their annual sales targets. NIO and Li Auto completed about 31% of their annual sales targets in the first half of the year, and Geely, Avita, VOYAH, Deepal and other car companies completed less than 30% of their annual sales targets.

Therefore, in the second half of the year, new - force car companies did not take it lightly. In order to achieve the sales targets set at the beginning of the year, they have been seizing the opportunity to enter the market in the second half of the year.

According to an incomplete statistics by Time Finance, in July alone, six new models from the new - force camp, including the XPeng G7, Geely 9X, Leapmotor B01, the all - new 2026 Leapmotor C11, Li Auto i8, and VOYAH FREE+, will be launched or unveiled.

Geely 9X. Image source: Geely's official Weibo

The policy level has also laid the foundation for the hot sales of new - energy vehicles in the second half of the year.

Currently, car replacement subsidy policies are being implemented across the country. According to data from the Ministry of Commerce, as of May 31st, the number of subsidy applications for car replacement this year reached 4.12 million. Fu Linghui, the spokesperson of the National Bureau of Statistics and the director of the Department of Comprehensive Statistics of the National Economy, said that under the continuous effectiveness of the car replacement policy, the production of new - energy vehicles increased by 31.7% in May.

In addition, the campaign of promoting new - energy vehicles in rural areas is in full swing. The "Catalogue of New - Energy Vehicles for Rural Areas in 2025" jointly issued by five departments including the Ministry of Industry and Information Technology and the National Development and Reform Commission shows that a total of 124 new - energy vehicle models are participating in the above - mentioned campaign this year, involving self - owned brands such as BYD, Geely, Changan, and Great Wall. New - energy vehicle models under joint - venture car companies such as FAW Toyota, SAIC Volkswagen, and SAIC General Motors are also on the list. Tesla's models are also participating in the "rural campaign" for the first time, and there are also many high - end models with a price of over 200,000 yuan.

Zhang Xiang, an automotive analyst and a visiting professor at Huanggang Polytechnic College, pointed out in an interview with Time Finance that "currently, various policies supporting new - energy vehicle consumption, such as car replacement and promoting new - energy vehicles in rural areas, are still in place. The new - energy vehicle market is expected to remain hot in the second half of the year. However, new - force car companies also need to actively develop new technologies and products, and maintain their competitiveness in the market through continuous innovation and progress in products and technologies."

Data from the China Association of Automobile Manufacturers shows that from January to May this year, the production and sales of new - energy vehicles reached 5.699 million and 5.608 million respectively, a year - on - year increase of 45.2% and 44% respectively. The sales of new - energy vehicles accounted for 44% of the total sales of new cars.

It is foreseeable that the new - energy vehicle market will undoubtedly be even hotter in the second half of the year.

This article is from the WeChat official account "Time Finance APP" (ID: tf - app). Author: Chen Ziqing. Republished by 36Kr with permission.