BYD, Chery, and Geely are selling like hotcakes overseas. Leapmotor hits a new monthly sales high with 80,000 units. Sixteen major automakers present their results.
The competition in the new energy vehicle market has intensified, and the sales reports of 16 domestic automakers in May have been released.
On June 1st, 16 automakers announced their sales results for May 2026. Among the new forces, 8 new car - making companies delivered over 30,000 vehicles. Among them, Leapmotor and Zeekr set new monthly sales records, with year - on - year increases of over 80%.
Specifically, Leapmotor, the champion of new - force deliveries in May, delivered 81,600 vehicles, setting a new historical high, with a year - on - year increase of over 80% and a month - on - month increase of 14%.
HarmonyOS Smart Mobility delivered 46,100 vehicles in May, with a year - on - year increase of 4% and a month - on - month increase of 41%. Among them, AITO delivered 34,300 vehicles, with a month - on - month increase of 48%, ranking fourth among new - force automakers in May's delivery volume. Ahead of it are Leapmotor, NIO Group, and Zeekr.
The NIO Group delivered 37,700 vehicles in May, surpassing Li Auto (33,400 vehicles) and XPeng (32,200 vehicles), with a year - on - year increase of 62% and a month - on - month increase of 28%.
It is worth noting that Li Auto delivered 33,400 new vehicles in May. Among them, the pure - electric model i6 has delivered over 20,000 vehicles for three consecutive months, and the newly launched flagship model L9 Livis has also received over 10,000 large orders, showing stable performance. XPeng delivered 32,200 vehicles in May, with a year - on - year decline of 4% and a month - on - month increase of 4%.
Xiaomi Auto delivered over 30,000 vehicles in May, showing little change compared with the officially announced data in April (over 30,000 vehicles). The newly launched YU7 standard version at the end of the month will take some time to gain sales momentum.
In addition to the above new forces, some "second - generation startups" (new energy brands under traditional independent automakers), such as Yipai, Zeekr, ARCFOX, and Voyah, all had month - on - month increases in delivery volume in May.
Among traditional automakers, BYD sold 383,500 vehicles in May, with little year - on - year change and a month - on - month increase of 19%. The export volume reached 160,000 vehicles, setting a new high and a year - on - year increase of 80%. Chery Group sold 247,800 vehicles in May. Chery's export volume was 181,900 vehicles, with a year - on - year increase of 80.5%. It can be seen that BYD is closely chasing Chery in terms of export volume.
Geely sold 237,600 vehicles in May, with little change year - on - year and month - on - month. The overseas export volume exceeded 85,000 vehicles, setting a new high again. Great Wall sold 100,300 vehicles in May, with a slight year - on - year and month - on - month decline.
Generally speaking, the overall sales of major domestic automakers in May 2026 showed a positive trend. With the delivery of many blockbuster models this month, the competition in the vehicle market will further intensify and enter a new stage.
Sales volume and year - on - year and month - on - month changes of major domestic automakers and ecological alliances in May 2026
01. Leapmotor Sets New Monthly Sales Record of 80,000 Units, HarmonyOS Smart Mobility Gains Stable Momentum
The monthly sales reports of 12 new - force automakers have been released.
According to the monthly sales ranking of new - force automakers from high to low, Leapmotor delivered 81,600 vehicles in May 2026, selling 10,000 more vehicles than last month and setting a new historical delivery record for the brand, with a year - on - year increase of 81% and a month - on - month increase of 14%.
Leapmotor's Delivery Volume in May 2026
The sharp increase in Leapmotor's sales in May is mainly due to the continuous increase in the sales of existing models.
Leapmotor D19
Leapmotor has also announced the new cars to be launched this month. In June, the Lafa5 will be launched in 28 countries around the world. The Leapmotor C10, C11, and C16 will be newly launched, and the Leapmotor D99 will start pre - sales simultaneously. With the release of new - car production capacity and the acceleration of the delivery rhythm, Leapmotor's sales are expected to reach a new high.
It is worth noting that as of the first five months of this year, Leapmotor's cumulative sales have exceeded 260,000 units. To achieve the annual sales target of one million units, the average monthly delivery volume in the remaining seven months of this year needs to reach 106,000 units, which still poses certain challenges.
HarmonyOS Smart Mobility also announced its May delivery data at noon today, delivering 46,100 new vehicles, achieving both year - on - year and month - on - month growth.
HarmonyOS Smart Mobility's Delivery Volume in May 2026
Currently, the main contributor to HarmonyOS Smart Mobility's sales is AITO. AITO delivered 34,300 vehicles in May, accounting for 74% of HarmonyOS Smart Mobility's May delivery volume.
AITO's Delivery Volume in May 2026
The increase in HarmonyOS Smart Mobility's delivery volume in May is related to the launch of many blockbuster models, which has alleviated users' wait - and - see attitude.
This month, AITO and Zhijie have been newly launched. The new - generation AITO M9 received over 20,000 large orders within 24 hours; the Zhijie V9 received over 10,500 large orders within 48 hours. The AITO M6 and Shangjie Z7 have gradually started mass delivery. The AITO M6 delivered over 20,000 units in its first month of launch; the Shangjie Z7 series started delivery on May 30th, and the delivery volume exceeded 2,000 units within two days.
The New AITO M9
The strong popularity of new cars has enhanced consumers' confidence in purchasing to a certain extent, boosting the growth of the delivery volume in May.
The rebound in HarmonyOS Smart Mobility's delivery volume in May is a signal that it has emerged from the trough of product switching and entered a new growth cycle. Its subsequent sales performance is worth looking forward to.
02. NIO Group Surpasses Li Auto and XPeng, All Three Brands See Growth
The NIO Group delivered 37,700 new vehicles in May, with a year - on - year increase of 62% and a month - on - month increase of 28%.
It is worth noting that the delivery volumes of the three brands under the NIO Group all increased in May compared with April.
NIO Group's Delivery Volume in May 2026
Specifically, the NIO brand delivered 20,000 new vehicles, with a year - on - year increase of 50.8% and a month - on - month increase of 5%; the LeDao brand delivered 12,000 new vehicles, with a year - on - year increase of 91.5% and a month - on - month increase of 124.8%; the firefly brand delivered 5,663 new vehicles, with a year - on - year increase of 53.9% and a month - on - month increase of 13.7%.
In fact, May was a period of intensive product launches and deliveries for NIO. The NIO ES9 was officially launched and delivered on May 27th; the LeDao L80 was officially launched and delivered on May 15th; the 2026 - model LeDao L90 started delivery on May 9th; the new LeDao L60 will be officially launched on June 11th, which means there is still room for the NIO Group's sales to grow.
NIO ES9
Li Auto delivered 33,400 new vehicles in May, a year - on - year decline of 18% compared with 40,900 vehicles in the same period last year, and a month - on - month decline of about 2% compared with 34,100 vehicles in April this year.
Li Auto's Delivery Volume in May 2026
The month - on - month decline in Li Auto's delivery volume in May is mainly related to product renewal and inventory clearance.
It is reported that since Li Auto's extended - range models are about to be upgraded, the vast majority of Li Auto's delivery volume in May was contributed by the pure - electric series and the new Li L9 series. Therefore, Li Auto's delivery volume is still relatively stable.
The New Li L9
According to Li Xiang, the chairman and CEO of Li Auto, the new Li L9 Livis received over 10,000 large orders within two weeks of its launch, and the new Li L8 will be released at the end of June. With the acceleration of the delivery rhythm, Li Auto's delivery volume is expected to make a breakthrough.
XPeng delivered 32,200 vehicles in May, with a year - on - year decline of 4% and a month - on - month increase of 4%. This change is mainly affected by the delivery rhythm of new products, market cycles, and overseas expansion.
