[Electric Vehicles] A Look at New Energy Vehicle Companies' Performance in June: BYD Sells Over 400k Units, Up 5% Year-on-Year and Month-on-Month; Leapmotor Delivers Over 9,000 Vehicles (Continuously Updated)

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Mainland automakers have successively announced delivery or sales data for June 2026. BYD (01211) sold 403,472 new energy vehicles in June, with both year-on-year and month-on-month growth exceeding 5%. Leapmotor (09863) delivered 93,376 new energy vehicles, up more than 94% year-on-year and over 14% month-on-month.

Among the "NIO, XPeng, Li Auto," NIO (09866) stood out, delivering 40,597 vehicles in June, an increase of 7.67% month-on-month, achieving growth for the second consecutive month, and a significant year-on-year increase of 62.88%.

XPeng (09868) followed closely, delivering 40,126 vehicles, up 24.78% month-on-month, marking the fourth consecutive month of growth, and a year-on-year increase of 15.93%. Li Auto (02015) delivered 30,895 vehicles, down 7.36% month-on-month, declining for three consecutive months, with a year-on-year decrease of 14.84%.

Xiaomi Group's (01810) Xiaomi Auto maintained deliveries exceeding 30k vehicles in June, flat month-on-month, with a year-on-year increase of 20%.

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