Fourteen major automakers present their results: Wenjie's monthly sales exceed Li Auto's for the first time, XPeng's sales in half a year match those of the whole previous year, and BYD sells four times as many vehicles as Great Wall.
Fourteen automakers sold 5.5 million vehicles in the first half of the year, and six saw monthly sales decline.
According to a report from CheDongXi on July 1st, today, fourteen automakers released their new energy vehicle sales results for June.
Sales of new energy models of major domestic automobile brands in June
In the camp of new - force automobile brands, if calculated by the sales volume of group brands, the top three in terms of delivery volume in June were Hongmeng Zhixing, Leapmotor, and Geely's ZEEKR Group, selling 52,700, 48,000, and 43,000 vehicles respectively.
Sales of new - force brands in the domestic market in June
If calculated by the sales volume of single brands, AITO sold nearly 44,700 vehicles in June, exceeding Li Auto (36,300 vehicles) for the first time this year, and selling more than 8,400 vehicles more than Li Auto.
Among the three major private automakers, BYD and Great Wall, two traditional automakers, saw year - on - year and month - on - month growth in new energy vehicle sales. BYD led the way by selling 380,000 vehicles in June. Great Wall's new energy vehicle sales reached 36,000. Geely sold 120,000 new energy models in June, with a year - on - year growth rate of over 80% but a month - on - month decline of 11%.
Sales of the three major domestic private automakers in the first half of 2025
With the release of the June sales list, the sales competition in the domestic automobile market in the first half of 2025 officially ended. The fourteen major automakers sold more than 5.48 million new vehicles in total, of which more than 4.39 million were new energy models. The penetration rate of new energy models reached 80%.
Sales of new energy vehicles of major domestic automakers in the first half of 2025
Regarding the achievement of the sales targets of automakers in the first half of the year, it was a mixed bag. Some sold as many vehicles in the first half of the year as they did in the whole of last year. Some publicly announced an upward adjustment of their annual sales targets, while some only completed 20% of their annual sales in half a year...
After sorting out the information, CheDongXi summarized seven highlights of the Chinese automobile market in the first half of 2025 for you.
01. AITO Defeats Li Auto for the First Time This Year, and Six Automakers See Monthly Sales Decline
Judging from the June sales data, there were many changes in the monthly sales list of automakers this time. The sales of Li Auto and Xiaomi declined.
1. AITO Surpasses Li Auto for the First Time! Ranks Among the Top Three in New - Force Monthly Sales
According to the official website data of AITO, the AITO series delivered 44,685 vehicles in June.
AITO's sales in June
This also means that if calculated by single brands, the top three in terms of new - force brand vehicle deliveries in June were Leapmotor, AITO, and Li Auto, selling 48,000, 45,000, and 36,000 vehicles respectively.
Li Auto's sales in June
It is worth noting that this is the first time this year that AITO's monthly sales have exceeded those of Li Auto.
Hongmeng Zhixing's sales in June
Although Leapmotor's sales in June were better in terms of data, in AITO's official statement, "AITO has won the monthly sales championship of Chinese new - force brands."
2. Six Automakers See Sales Decline, and Li Auto's Sales Drop 24% Year - on - Year
According to the June data, the sales of new energy models of six automakers declined to varying degrees year - on - year and month - on - month. They are Geely, Li Auto, Xiaomi, Aion, ZEEKR, and Avatr.
Among them, Li Auto delivered 36,279 new vehicles in June, a year - on - year decline of 24% and a month - on - month decline of 11%. Currently, Li Auto is in the pre - launch stage of new products, so the sales fluctuations are understandable.
Li Auto's sales in June
Li Auto officially stated that in the second half of the year, its high - voltage pure - electric products will accelerate their development. The six - seat pure - electric SUV Li Auto i8 will be launched in July, and the five - seat pure - electric SUV Li Auto i6 will be launched in September. By then, it will achieve a product layout of 4 extended - range electric SUVs + 1 flagship MPV + 2 high - voltage pure - electric SUVs.
Li Auto i6
Currently, Li Auto is comprehensively upgrading its sales team to ensure the efficient operation of its entire product lineup.
At the same time, Aion's sales declined 20% year - on - year. Although the ZEEKR Group sold more than 40,000 vehicles in June, the sales of the ZEEKR brand only reached 16,700, a year - on - year decline of 17% and a month - on - month decline of 12%.
ZEEKR Group's sales in June
3. Leapmotor Approaches 50,000! Wins Four Consecutive Monthly Sales Championships Among New - Force Brands
Leapmotor's record - breaking sales in June are largely due to the 2026 model C10.
According to relevant reports, the 2026 model C10 received 15,000 large orders in June. The single - vehicle order volume broke the historical record of Leapmotor's vehicle series, accounting for 35% of Leapmotor's total order volume. Moreover, it ranked first in the medium - sized SUV sales list for four consecutive weeks. This also proves the correctness of Leapmotor's cost - effective strategy.
02. Sales of Fourteen Major Automakers in the First Half of the Year Announced: Some See a Five - Fold Increase, Only One Sees a Decline
Judging from the sales in the first half of the year, the new vehicle sales of four automakers doubled year - on - year, namely Leapmotor, XPeng, Xiaomi, and Avatr.
Sales of major domestic automakers in the first half of the year
1. Four Automakers See Sales Double, Only One Sees a Decline
Among these fourteen automakers, Xiaomi Auto had the largest year - on - year sales growth in the first half of this year, with a sales increase of 477%. Followed by XPeng, whose sales in the first half of the year increased 279% year - on - year. In addition, only GAC Aion's sales in the first half of this year were lower than the same period last year, selling 25,000 fewer vehicles, a year - on - year decline of 14%.
2. NIO, Deepal, and Avatr Only Achieve 20% of Annual Sales Targets, Low Achievement Rates Among New - Force Brands
From the perspective of annual sales targets, in the first half of this year, most of the automakers with the lowest annual sales target achievement rates were new - force automakers.
For example, in the first half of this year, Deepal sold 140,000 vehicles, the NIO Group sold 110,000 vehicles, Avatr sold 59,000 vehicles, and Voyah sold 48,000 vehicles, all achieving only 20% of their annual sales targets.
NIO Group's sales in June
Li Auto's situation is also not optimistic. Although it lowered its annual sales target from 700,000 to 640,000 at the first - quarter earnings conference this year, Li Auto only sold 200,000 vehicles in the first half of this year, achieving 30% of its annual sales target.
3. XPeng Sells as Many Vehicles in the First Half of the Year as in the Whole of Last Year, Geely Raises Annual Sales Target by Another 300,000
In the first half of this year, XPeng and Geely had the highest annual sales target achievement rates, reaching 52%.
Geely Group's sales in June
XPeng sold 197,000 new vehicles in the first half of this year, a year - on - year increase of 279%, exceeding its sales for the whole of last year.