New EV startups' July deliveries diverged further in slow season; Leapmotor crosses 100,000 monthly sales threshold
In July, a traditional slow season for the auto market, a new energy vehicle startup's monthly deliveries crossed the 100,000-vehicle mark.
On August 1, several new energy vehicle startups released their July delivery data. Judging from the official figures, delivery performance diverged further this month: Leapmotor, at the top of the sales ranking, set another record with single-month sales exceeding 100,000 vehicles, far ahead of the pack; HIMA (Harmony Intelligent Mobility Alliance), XPeng, NIO, Xiaomi and Li Auto delivered between 30,000 and 45,000 vehicles each, putting them at similar sales levels.
Specifically, Leapmotor ranked first again among mainstream new EV startups in July deliveries. Data showed that Leapmotor delivered 101,300 new vehicles globally in July, up 102% year-on-year and 8.45% month-on-month. This also made it the first domestic new EV startup brand to exceed 100,000 deliveries in a single month, further widening its industry-leading advantage.
July is the traditional off-season for the auto market, and apart from Leapmotor, most carmakers' deliveries were relatively flat.
HIMA ranked second in July, delivering 45,000 new vehicles, down 5.67% year-on-year and down 11.02% from June's 50,600 units. From January to July 2026, HIMA delivered 286,000 vehicles cumulatively, up 13.7% year-on-year. As of the end of July, cumulative deliveries of HIMA's full model lineup exceeded 1.48 million vehicles.
Other mainstream new EV startups all failed to break through 40,000 monthly deliveries.
Data showed that XPeng Group delivered 38,000 new vehicles in July, up 4% year-on-year. As of July, XPeng Group's global cumulative deliveries exceeded 1.2 million vehicles. XPeng also disclosed its globalization progress, saying that the XPeng MONA L03 completed its global launch in Munich, Germany and started deliveries, with plans to sell in 65 countries and regions worldwide in 2026.
NIO maintained high year-on-year growth in July. NIO delivered 35,900 new vehicles in total in July, up 71% year-on-year and down 11.58% month-on-month. By brand, the NIO brand delivered 20,008 vehicles, up 57.9%; Onvo delivered 10,155 vehicles, up 69.9%; and Firefly delivered 5,771 vehicles, up 143.9%. In the first seven months of 2026, NIO delivered 227,057 new vehicles cumulatively, up 68% year-on-year; all three brands set record highs in the same period, and cumulative deliveries exceeded 1.22 million vehicles.
Li Auto delivered 30,500 new vehicles in July, down 0.86% year-on-year. As of July 31, Li Auto's cumulative historical deliveries reached 1.7642 million vehicles.
Li Auto chairman Li Xiang said the all-new Li L6 was officially launched in July, and cumulative deliveries are expected to exceed 400,000 vehicles in August, making it the fastest extended-range model above the 200,000 yuan price point to achieve that feat. In the same month, the Li L9 was launched in Kazakhstan and started localized production; cumulative deliveries of this model exceeded 300,000 vehicles. At the end of July, 2026 Li Auto models completed an OTA upgrade, continuing to optimize smart assisted driving functions.
Xiaomi Auto still does not disclose specific delivery figures. Its July deliveries exceeded 30,000 vehicles, marking the fourth consecutive month of monthly deliveries above 30,000.
Among new energy brands under traditional automakers, SAIC Group disclosed that IM Motors sold 46,000 vehicles cumulatively from January to July, surging 82.4% year-on-year.
Voyah delivered 13,200 vehicles in July, down 7.27% month-on-month; from January to July, it delivered 89,500 vehicles cumulatively, up 31% year-on-year.
AVATR, under Changan Automobile, delivered 7,626 units in July, compared with about 10,000 units in July 2025, down 24.21% year-on-year.
CPCA (China Passenger Car Association) said that terminal retail in July was in the traditional off-season, with overall consumer demand weak, consumers adopting a wait-and-see attitude, family car replacement cycles lengthening, and release of rigid demand for new cars insufficient. However, thanks to product iteration, policy dividends and cost-performance advantages, new energy models showed significantly stronger market resilience than gasoline vehicles.
