Chinese Xpeng company Mona M03 Coupe shows the large market inside the Gwengzhou headquarters, China, on August 26, 2024.
CNBC | Cheng Els
Beijing – starting the Chinese electric car Xpeng It is keeping up with the momentum of sales against its competitors, even as BYD expands in its dominance in the market amid fierce price war in China.
Xpeng said on Tuesday that it had delivered 34,611 cars in June, Eighth month in a row From the delivery of more than 30,000 cars.
The shares increased more than 2 % in New York trading. Xpeng has not specified part of its cars delivery with the advanced driver, or for a low -price Mona brand.
Electric car price in China only has In the last weeksDrawing government criticism of “engagement” or excessive unproductive competition. On Tuesday, Chinese President Xi Jinping led a high -level financial and economic committee meeting that he called for More governance “low price, uncontrolled competition”, “ According to the translation of CNBC by the Chinese government media.
Mixed results for competitors
The Xpeng’s competitors listed in the United States, targeting a more installment slice of the car market in China, have seen more humble sales.
Jelly supported Zekr 16,702 car delivery was mentioned in June, a decrease of 11.7 % from the previous month and 16.9 % on an annual basis.
New 24,925 car delivery operations were reported in June, a slight increase from May, thanks to the growth through its excellent brand “NIO” and low -price brands.
I mentioned to me Otto 36279 vehicle shipments in June11.2 % decreased from May, but the total delivery operations in the second quarter came in 111,074 units, better than the company Decline From 108,000 cars. The company on Friday Cut the delivery expectations in the second quarter Through more than 15,000 cars, the decline is due to a upgrade to its sales system.
“Based on the tests and analysis of channels, we understand that Li Auto has started to do so
Nomura analysts said in a report on Sunday sales representatives who share their commissions with customers) as part of their sales network since the beginning of June 2025.
Most Li Auto models are SUVs that come with a fuel tank, which extends the scope of driving and deals with one of the largest consumer concerns about electric cars. Li Auto’s monthly delivery operations exceeded 50,000 in late last year.

Tesla is under pressure
Listed in Hong Kong Xiaomi The connections of more than 25,000 electric cars were reported in June, a slight decrease from the previous month.
Less than a day after the announcement of the new SUVs, the new SUVs will be 10,000 yuan (1400 dollars) cheaper from TimingThe Chinese smartphone maker said that the Chinese smartphone maker has received more than 240,000 closed requests. Xiaomi claimed that Yu7 offered a longer driving range than the Y, but acknowledged that the Tesla driving system was more advanced.
Yu7 SUV delivery will now take more than half a year, if not much longer, according to the Xiaomi demand portal. The company initially said that the delivery operations would take a week to five weeks.
“We believe a large part of the new requests may come from listeners, which reflects the intense popular expectations of the new model,” Johning Lee, CEO of JLRren Capital, said in a note on Wednesday.
“We appreciate (Tesla) Q2 sales in China to be ~ 128K unit, a 12 % decrease on an annual basis, and pressed by intensifying competition from the launch of new models of Chinese brands,” said Li.
Tesla raised its price in China for a 3 -term long -term model campaign by 10,000 yuan, according to its website on Tuesday.
As of May, Tesla was the fifth largest car industry company, according to the market share in the new energy vehicle sector in China, which includes only battery cars. The numbers of the Chinese Passenger Cars Association showed that retail sales in Tesla in the country during the first five months of the year It slightly fell to a little more than 200,000 cars. The numbers for the month of June were not available from Wednesday morning local time.
LeapmotorThat was partnership with Stelantis, the owner of Chryler and Jeep Standard records of 48,006 cars For this month. AITO, which uses Huawei technology for entertainment and cooperation in the car 44,685 delivery of cars For the past month.
Competition against a giant
Byd The market giant remained with Passenger car sales are higher in June To 377628 vehicles, more than half of them were only battery cars. The rest were hybrid electric cars.
This brought in BYD passenger car sales for the first half of the year to 2.1 million cars.
On the contrary, the Leapmotor and Li Auto have seen delivery of more than 200,000 cars in the first half of the year, while Xpeng is ashamed of the standard in 197,189 vehicle delivery.
The delivery of Xiaomi for the first half of the year exceeded 150,000 cars, according to CNBC accounts for the audience.
Michael Don, head of consulting at Dunne Insights, expected that Michael Dunne, the head of consulting at Dunne Insights, would likely to escape any unification in the chaos industry, and Michael Dan, the head of the Dunne Insights.
He talked about “The China Connection” from CNBC, and added that NIO may be in danger despite the presence of a great product and “doing all the right things” because of their bad money.
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