Domestic Electric Cars Sell Like Hotcakes, Huawei Secures First Place Among New Forces

Yu Chengdong made the right bet, as Huawei's venture into the automobile industry is going exceptionally well.

Huawei Harmony Intelligent Mobility once again secures the top spot among emerging forces in sales.

It's that time of the month again when car manufacturers "submit their reports."

In the past, it was often said that some families rejoice while others grieve, but this June the new energy vehicle market as a whole has improved, and it is believed that many car company CEOs can sleep well.

Currently, the new energy vehicle market is showing a vigorous development trend, with the sales of various car manufacturers generally increasing.

Behind this, there are factors such as the continuous release of market demand, as well as the increased promotional efforts by car companies and the intensive launch of new products.

In this intense competition, Huawei Hongmeng Zhixing stood out, achieving a monthly delivery volume of 52,747 vehicles, once again becoming the sales leader among new forces after several months.

Leapmotor closely followed with a delivery volume of 48,006 vehicles, once again setting a new historical high with a year-on-year growth of over 138%, demonstrating strong growth momentum.

Li Auto delivered 36,279 new vehicles, representing a 24% year-on-year decline, but still firmly maintaining a position among the top three.

XPeng Motors delivered 34,611 vehicles, a year-on-year increase of 224%, with deliveries exceeding 30,000 vehicles for eight consecutive months.

Xiaomi Auto's deliveries also easily exceeded 25,000 vehicles, but compared to the previous months, there was a noticeable decline. Meanwhile, NIO delivered 24,925 vehicles in a single month, an increase of 17.5% year-on-year, maintaining its excellent performance this year.

From the data, it is evident that there are certain differences in performance among different brands. Behind this, some brands have achieved significant sales growth due to their advantages in product

However, there is some controversy regarding Huawei Hongmeng Zhixing becoming the sales champion among new forces.

In some media statistics, HarmonyOS Intelligent Driving is not included among the new car-making forces. In their rankings, the champion of the new forces remains Leapmotor, which has recently shown strong growth momentum.

The reason is, on one hand, some people may have recalled Huawei's previous official statement that "Huawei does not make cars." Rather than aggregating the entire Huawei ecosystem's sales figures, more attention should be paid to the sales performance of specific brands under Hongmeng Zhixing.

On the other hand, in the minds of some people, given the scale of Huawei and its partners, it seems more appropriate to compare their sales with the new energy vehicle brands of large domestic car companies such as BYD and Geely.

Of course, regardless of what the new forces' sales champions say, many people still recognize Huawei HarmonyOS Zhixing as the number one in terms of average transaction price among the new forces.

Behind the controversy, the strong market strength demonstrated by Huawei's HarmonyOS in the automotive sector cannot be underestimated. Among them, the AITO series is undoubtedly the mainstay of HarmonyOS's success, with a total delivery volume reaching 44,685 units in June.

The AITO M9 2025 model continues to lead the 500,000 RMB high-end market with a delivery volume of 13,718 units, and its cumulative deliveries have exceeded the 200,000 mark.

The newly launched Wenjie M8 also performed impressively, with deliveries exceeding 21,185 units in June, creating a disruptive impact on competitors in the sub-400,000 RMB segment.

In addition to the outstanding performance of the Wenjie series, the sales of the Xiangjie S9 are also gradually getting on track, with deliveries reaching 4,154 units in June, a month-on-month increase of 94.7%.

What is most surprising is the million-level luxury car Zunjie S800. Since its launch on May 30, it received over 5,000 firm orders within just 19 days, and in the first month after launch, the number of firm orders exceeded 6,500. Delivery has already begun, further proving Huawei's strategic success in the high-end new energy vehicle market.

The new energy market is not just witnessing one "dark horse" sprinting forward; the phase of elimination is accelerating.

In today's increasingly fierce competition in the new energy vehicle market, it seems unreasonable that so many car companies can all thrive simultaneously.

In fact, not every top-ranking car company on the list is living an easy life. After the consecutive collapses of Extreme and Neta, the new energy vehicle companies nowadays inevitably bear some pressure, which has led some of them to use various means to at least make themselves "appear to be doing well" and show an upward development trend.

So how can you make yourself "look like you're living well"? It's simple, just make the sales look better.

Of course, this does not negate the various changes car manufacturers have made to sell cars better.

Take Leapmotor, the biggest "dark horse" in the first half of the year, for example: in June, Leapmotor's sales increased by 138% year-on-year, more than doubling compared to the same period last year.

From being underestimated to consistently reaching the top of the new forces' sales charts, Leapmotor’s comeback has definitely surprised many people. What exactly did it do right?

Leapmotor’s consistently emphasized “full-domain self-development” technological narrative has laid a solid technical foundation for the company. From batteries and electric motors to electronic control systems, Leapmotor has achieved comprehensive independent research and development.

Through fully self-developed technology, Leapmotor has reduced production costs and improved product reliability, making its models highly competitive in terms of price.

For example, as a mid-sized SUV, the Leapmotor C10 has a starting price that can be as low as around 100,000 yuan after discounts and government subsidies. It offers both pure electric and extended-range powertrain options and comes standard with the Leapmotor Pilot assistance system. Its specifications and configurations even rival some products from other manufacturers priced at 200,000 yuan.

This precise market positioning and high cost-effectiveness strategy have enabled Leapmotor to stand out in the fierce market competition and win consumer favor.

Of course, this has also led some people to question the future of Leapmotor. Selling models like the Leapmotor C11/C10 at such a high cost-performance ratio, is the company "losing money to gain exposure"? Will the issue of profit margins become a hidden concern for future development?

On the other hand, as market competition becomes increasingly fierce, can "cost performance" continue to support the upward development of the brand? These are questions that Leapmotor needs to carefully consider.

However, some consumers have expressed that Leapmotor is doing the right thing; if the company can't even survive, there's no point in worrying about brand premiumization.

In contrast, consumers are more forgiving of the recent strong performance of XPeng Motors.

After all, following a change in fortune, XPeng Motors has managed to consistently deliver over 30,000 units for eight consecutive months, with a staggering year-on-year growth of 224% in June.

Xpeng's success lies in its continuous innovation capability, consistently launching new products and technologies that meet market demands, such as last year's Xpeng MONA 03 and the upcoming super AI car Xpeng G7.

The importance of continuous innovation capability for long-term development is self-evident, and the successful experience of XPeng Motors has also provided valuable lessons for other automakers.

However, not all car companies can sail smoothly in this race. Li Auto and Xiaomi Auto both experienced a month-on-month decline in sales figures in June.

Xiaomi's decline is not a big deal; it's probably just another production capacity issue. After all, Xiaomi doesn't lack orders—what it lacks is time.

After the official launch of the Xiaomi YU7 at the end of June, the second phase of Xiaomi's automobile factory will gradually start production, and the production capacity will be further released. Next month's delivery data for Xiaomi may look much better.

In June, Li Auto delivered 36,279 vehicles, a year-on-year decrease of 24% and a month-on-month decrease of 11.2%. Once firmly holding the top spot among new forces, the former "myth" now shows signs of "cooling off."

Is it weak product competitiveness, the impact of price wars, or a shift in market direction? These are all issues worth researching by themselves.

In June, the price war in the automobile market remains intense. Manufacturers are resorting to price cuts and promotions in order to meet their mid-year targets.

For example, as previously mentioned, Leapmotor C11 launched a limited-time car purchase policy in June, with the price of the Extended Range 200 Smart Edition reduced to just 103,800 yuan (excluding national subsidies). Furthermore, many local dealers have even advertised an additional “20,000 yuan off.”

Other automakers have also made varying degrees of price and discount adjustments, especially BYD and Chery, two major car companies, which have successively reduced prices on a large number of models, with some prices dropping to alarmingly low levels.

However, by late June, the intensity of the price war showed signs of easing in certain market segments and among some brands.

Among them, BYD, widely recognized within the industry as the "King of Price Wars," was the first to announce at the end of the month that, starting from July 1, the nationwide limited-time "one-price" policy would be canceled.

Of course, there are also car companies seeking new opportunities in the price war.

On July 1st, Li Auto announced the launch of a 5-year zero-interest car purchase plan for the Li Auto L6, which is the first trump card played by Li Auto to boost sales in the second half of the year.

However, this can only be considered an interest rate cut, lowering the purchasing threshold for consumers, which is still quite different from a price war. After all, if the price war continues with further price cuts, it's hard to say who will suffer serious damage and who will actually benefit from it. In any case, it is unlikely that Li Auto will be the beneficiary.

In summary, Huawei claimed the sales crown in June, while brands like Leapmotor and XPeng continued to make strong progress, highlighting the competitive advantages emerging in the market.

Price wars are ultimately just a means to an end. Although they can boost sales in the short term, in the long run, technological innovation, brand building, and cost control are the key factors for a company to maintain its core competitiveness.

Entering the third quarter, the new brand "Shangjie," a collaboration between Huawei and SAIC, is about to be launched. This may lead to a new round of price restructuring in the affordable car market. The future direction of the new energy vehicle market is becoming increasingly anticipated.