[Electric Vehicles] A quick look at the performance of new energy vehicle companies in June: BYD sold over 400k, Leapmotor delivered over 90k vehicles (continuously updated)

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

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

NIO Delivered More Than 40k New Energy Vehicles in June

Among the “NIO, XPeng, Li Auto” trio, NIO (09866) led the way, delivering 40,597 vehicles in June—up 7.67% month-on-month—recording gains for the second consecutive month, and soaring 62.88% year-on-year. XPeng (09868) followed closely, delivering 40,126 vehicles—up 24.78% month-on-month—rising for the fourth consecutive month, and up 15.93% year-on-year. Li Auto (02015), meanwhile, delivered 30,895 vehicles—down 7.36% month-on-month—declining for three consecutive months, and down 14.84% year-on-year.

Xiaomi Group (01810)’s Xiaomi Auto continued to deliver more than 30,000 vehicles in June, flat month-on-month and up 20% year-on-year.

Delivery Performance of Mainland New Energy Vehicle Manufacturers in June 2026