What happened to the promise of not buying electric cars? Why is everyone rushing to buy them when looking at the sales figures?
Half of 2025 has passed, and new energy vehicle manufacturers, who focus on competing in sales volume, have successively released their semi - annual sales summaries.
Brother Neck thought, something's not right. They usually make a big fuss, but when it comes to sales, everyone is reporting good news.
What about the so - called "nothing to buy" in 2025?
People are really inconsistent. At least these data show to some extent that the more serious the wait - and - see attitude is, the more sensitive people are to price changes. Once the price drops to their psychological level, they will naturally make a purchase.
Without further ado, let's quickly see which car manufacturers have made great progress in the first half of this year.
First up is the current hotshot - Xiaomi.
At the beginning of July, Xiaomi announced its sales volume in June. The cumulative sales in the first half of the year have exceeded 150,000 vehicles.
In the past half - year... No, since last year, Xiaomi cars and its users have been in a "crazy" state. Every car produced is sold. With the great sales of the YU7 last month, with over 500,000 orders in hand, Mr. Lei has now become the "king of owed cars" in Beijing, and the orders have been scheduled until next year.
With such a gratifying growth, Xiaomi has revised its delivery target for this year from 300,000 to 350,000. Let's see how many records Xiaomi can set in the automotive circle by the end of the year.
Besides Xiaomi, another "Xiao" - named brand, XPeng, has also seen explosive sales.
XPeng's sales volume in the first half of the year reached 197,189 vehicles, which is equivalent to the whole - year sales of last year. The year - on - year growth was 279%. Colleagues from Chaping also contributed 4 vehicles.
The reason for the explosive sales is quite simple. As our colleague who owns a P7+ said, at that price range, when you need a brand, along with youthfulness, personalization, good looks, cost - effectiveness, and a family - friendly label, XPeng is your only choice. (You can watch Dai Junru's video to see his thought process.)
The newly launched G7 also follows this methodology. According to the statistics of Che Fans, each store sells an average of 35 - 40 vehicles, and it's also a big hit...
After talking about the two extremely popular brands, Xiaomi and XPeng, Leapmotor, which is learning from Li Auto, is quietly making big money.
Leapmotor delivered 221,700 vehicles in the first half of the year and took the top spot in the sales volume among new - energy vehicle startups.
Relying on Li Auto's leading product definition and Leapmotor's self - research and self - production capabilities, Leapmotor has achieved low - price and high - configuration in the 100,000 - 200,000 yuan price range. Whether it's useful or not, at least they offer it.
A Leapmotor in - house trainer once told Brother Neck that whenever there is a problem, he would ask customers to think about this car (taking the C16 as an example). For a price of over 100,000 yuan, a 6 - seat SUV nearly 5 meters long, with a fully soft - wrapped interior and an NVIDIA Orin - X chip, what more could you ask for?
Customers thought about it and realized it was true. Even if it has flaws, they have to praise it.
After looking at these three surging new - energy vehicle startups, let's talk about the regular giants.
First is BYD, which has always topped the sales list. It sold a total of 2.14 million vehicles in the first half of the year, with a year - on - year growth of 33%.
People may not be very surprised by BYD's sales exceeding one million. They've become numb to it. But we should know that this achievement was basically reached with no particularly popular models launched in the first half of the year, mainly relying on the "national intelligent driving" campaign at the beginning of the year.
Just a few days ago, BYD announced that it would fully compensate for any problems with its intelligent parking system. This is really a powerful move.
Besides the main brand, its personalized brand, Fangchengbao, also has something to say, especially the newly launched Titanium 3 this year.
We've written about the Titanium 3 before (link). It's still a very Fangchengbao - style car. And this kind of prominent and personalized selling point is particularly valuable for a high - end brand like Fangchengbao.
In contrast, the performance of another sub - brand, Denza, is not as eye - catching. Under BYD's rotation system, Zhao Changjiang, the general manager of the Denza sales department, has swapped positions with Li Hui of the Fangchengbao direct - sales department. The actions of these two high - end sub - brands of BYD in the second half of the year are worth paying attention to.
Well - known Denza owner and big BYD fan: Elephant's Subjective Car Talk
After BYD, Geely has also achieved good results in the new - energy vehicle field.
Geely sold 1.41 million vehicles in the first half of this year, among which 725,151 were new - energy vehicles, accounting for more than half.
The most outstanding one among them is its Galaxy brand, with sales of 548,000 vehicles, a year - on - year growth of 232%, becoming the most powerful growth point.
Specifically for models, the Xingyuan, Galaxy E5, and Galaxy Starship 7 EM - i that we test - drove all have stable sales.
This also shows that since "Comfortable Brother" issued the Taizhou Declaration in September last year, Geely has integrated its brands. Yizhen, Radar, and Geometry have been incorporated into Galaxy, and this approach is gradually paying off.
Since Galaxy has succeeded, the focus in the second half of this year will be on Zeekr and Lynk & Co.
Recently, there has been good cooperation between the two brands in the community. In June, Zeekr and Lynk & Co. jointly organized an open group for car enthusiasts without racing licenses at the Suining station of the China Automobile Mountain - climbing Championship, allowing car owners to legally drive on mountain roads in their own cars.
By promoting car culture with Lynk & Co., Zeekr is trying to regain the good reputation of its car owners and gradually expand its influence. We hope Zeekr won't cause any more trouble in the future...
Just as Geely has just dealt with the problem of too many sub - brands, Hongmeng Zhixing seems to be following in its footsteps.
Currently, Hongmeng Zhixing is divided into Wenjie, Zhijie, Xiangjie, and Zunjie. Another brand, Shangjie, which is a cooperation with SAIC, will be added in the second half of this year.
But judging from the sales volume in the first half of the year, each brand has an uneven performance...
The earliest brand, Wenjie, is far ahead. In June, the total delivery of the whole series exceeded 44,000 vehicles, setting a new historical high. The delivery volume of the newly launched Wenjie M8 reached 21,000 vehicles, dominating the entire 400,000 - yuan - level market.
The other brands are not as outstanding as Wenjie. Xiangjie is okay. After a price cut and using a mysterious liquid that can provide a range of over a thousand kilometers with a 5 - minute refueling, its sales volume has remained at a level of over 4,000 for two consecutive months.
However, the performance of the Zhijie R7, which had over 30,000 pre - orders within 33 days of its launch, is a bit disappointing. Only 2,459 vehicles were sold in June, and the sales have been continuously declining for six months. It's on the verge of failure.
According to a report by Caixin, Huawei is gradually returning the sales leadership to each car manufacturer, and each brand can sell cars through its own channels. This should be one of the solutions.
After all, in the previous model of Hongmeng Zhixing, all the brands were piled up in the stores, but the popularity of each model was different. For the sake of their commissions, salespeople couldn't treat every car equally.
Recently, the product director of Zhijie has been very active on Weibo. Let's wait and see what actions Hongmeng Zhixing will take in the second half of the year.
While Geely has just sorted out its sub - brand issues, Li Auto, which has always been in a close competition with Hongmeng Zhixing, is facing a slowdown in growth under the siege of various "refrigerators, color TVs, and big sofas" this year.
Li Auto sold a total of 203,939 vehicles in the first half of this year. While others are showing double - digit growth, Li Auto's year - on - year growth in the first half of the year was only 7.9%.
In this situation, we can probably understand why Li Auto is starting to promote its pure - electric model, the