In the traditionally slow season of July, new energy vehicle makers saw a widening gap in sales performance, with one brand surpassing the 100,000-unit monthly delivery milestone. On August 1, several new energy vehicle companies released their July delivery data. The official figures reveal a clear divergence: LEAPMOTOR, leading the pack, set a new record by exceeding 100,000 units in a single month, far outpacing competitors. Meanwhile, deliveries from major players like HarmonyOS Smart Mobility, Xpeng, NIO, Xiaomi, and Li Auto clustered in the 30,000 to 45,000 unit range, indicating similar sales levels.
Specifically, LEAPMOTOR's July deliveries ranked first among mainstream new energy vehicle makers. Data shows LEAPMOTOR delivered 101,300 new vehicles globally in July, a year-on-year increase of 102% and a sequential growth of 8.45%. This marks the first time a domestic new energy vehicle brand has exceeded 100,000 monthly deliveries. Its lead in the industry has further widened.
July is a typical low season for the auto market, and aside from LEAPMOTOR, most automakers reported relatively flat deliveries. HarmonyOS Smart Mobility ranked second in July with 45,000 vehicles delivered, a year-on-year decline of 5.67% and a drop of 11.02% from June's 50,600 units. From January to July 2026, HarmonyOS Smart Mobility accumulated 286,000 deliveries, an increase of 13.7% year-on-year. As of the end of July, the total cumulative deliveries of all HarmonyOS Smart Mobility models exceeded 1.48 million units.
Other mainstream new energy vehicle makers failed to break the 40,000-unit monthly delivery mark. Data shows Xpeng delivered 38,000 new vehicles in July, up 4% year-on-year. As of July, Xpeng's global cumulative deliveries surpassed 1.2 million units. Xpeng also disclosed its globalization progress, stating that the Xpeng MONA L03 completed its global launch and started deliveries in Munich, Germany, with plans to sell in 65 countries and regions worldwide by 2026.
NIO maintained high year-on-year growth in July deliveries. NIO delivered 35,900 vehicles in July, a year-on-year increase of 71% but a sequential decline of 11.58%. By brand, the NIO brand delivered 20,008 units, up 57.9% year-on-year; the Onvo brand delivered 10,155 units, up 69.9% year-on-year; and the Firefly brand delivered 5,771 units, up 143.9% year-on-year. In the first seven months of 2026, NIO's cumulative deliveries reached 227,057 units, a 68% increase year-on-year. All three brands set new historical highs for the period, with the total cumulative deliveries surpassing 1.22 million vehicles.
Li Auto delivered 30,500 vehicles in July, a year-on-year drop of 0.86%. As of July 31, Li Auto's historical cumulative deliveries reached 1.7642 million units. Li Auto Chairman Li Xiang stated that the new Li Auto L6 was officially launched in July, and cumulative deliveries for that model are expected to exceed 400,000 units by August, making it the fastest extended-range model to achieve this milestone in the 200,000 RMB-plus segment. That same month, the Li Auto L9 was launched in Kazakhstan with localized production, and its cumulative deliveries surpassed 300,000 units. At the end of July, the 2026 Li Auto received an OTA upgrade, continuously optimizing intelligent driving assistance features.
Xiaomi Auto, which still does not disclose specific delivery data, reported over 30,000 deliveries in July, marking the fourth consecutive month of exceeding 30,000 units. For brands under traditional automakers, SAIC Group disclosed that Zhiji Auto sold 46,000 vehicles from January to July, a sharp increase of 82.4% year-on-year. Voyah delivered 13,200 vehicles in July, a sequential decline of 7.27%, with a total of 89,500 units delivered from January to July, up 31% year-on-year. Avatr, under Changan Automobile, delivered 7,626 units in July, compared to about 10,000 units in July 2025, a decline of 24.21% year-on-year.
The China Passenger Car Association (CPCA) noted that July retail sales are in a traditional low season, with overall consumer demand weak. A cautious sentiment prevails among consumers, family replacement cycles are lengthening, and the release of new car demand is insufficient. However, new energy vehicles, leveraging product iterations, policy benefits, and cost advantages, show significantly stronger market resilience than gasoline-powered cars.
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