[Electric Vehicles] One article to clearly understand the performance of new energy vehicle companies in June: BYD sales exceed 400,000; both year-on-year and month-on-month increases of 5%; Leapmotor delivers over 90,000 vehicles (updated continuously)

Mainland automakers have successively announced their June 2026 delivery or sales data. BYD (01211) sold 403,472 new energy vehicles in June, increasing by more than 5% both year-on-year and month-on-month. Geely Automobile (00175) sold 161,449 new energy vehicles in the same month, up nearly 32% year-on-year and over 21% month-on-month.

Leapmotor (09863) delivered 93,376 new energy vehicles, up over 94% year-on-year and more than 14% month-on-month.

NIO Delivered Over 40k New Energy Vehicles in June

Among the "Li, Xia, Li" trio, NIO (09866) led the pack, delivering 40,597 vehicles in June, up 7.67% month-on-month, marking a second consecutive month of growth, and surging 62.88% year-on-year. XPeng (09868) followed closely, delivering 40,126 vehicles, up 24.78% month-on-month, achieving a fourth consecutive month of gains, and rising 15.93% year-on-year. Li Auto (02015) delivered 30,895 vehicles, down 7.36% month-on-month, falling for three straight months, and decreasing 14.84% year-on-year.

Xiaomi Group's (01810) Xiaomi Auto delivered over 30k vehicles in June, flat month-on-month and up 20% year-on-year.

New Energy Vehicle Makers' June 2026 Delivery Performance in Mainland China