$Tesla (TSLA.US)$ $Li Auto (LI.US)$ $NIO Inc (NIO.US)$
First, let's look at the sales list
1. BYD at 270,000 units continues to rank first. It also maintained a month-on-month growth, increasing from 260,000 units in July to 270,000 units
2. Changan ranks second with 52,000 units, continuing its month-on-month growth from 45,000 units in July
3. Li Auto continues to see month-on-month growth but remains constrained by production capacity, preventing significant growth
4. Nio experienced a month-on-month decline. I previously mentioned that it would be difficult for Nio to reach 20,000 units this month, which also shows how aggressively they pushed sales in July. However, Nio is expected to reach 20,000 units in September
5. Xpeng continues to grow month-on-month to 13,000 units from 11,000 units in July. Xpeng has always faced production bottlenecks and is slowly overcoming them
6. Binyue remains basically unchanged
7. Shenlan sees month-on-month growth
8. Zero Run remains basically flat
9. Customer base slightly declined month-on-month
10. Neta achieved month-on-month growth
11. Li Auto continues strong growth, successfully navigating the price war
This month, Li Auto delivered 34,900 units, continuing its month-on-month growth and significantly outpacing other new energy startups.
Notably, both the L8 and L9 models exceeded 10,000 deliveries. The L9 is a car priced at over 400,000 yuan, and its market share is already high. The fact that L9 deliveries surpassed 10,000 is related to the latest L9 Pro model, which reflects an indirect price-cutting strategy. It's an excellent approach, as it doesn't affect existing owners while reducing configurations and prices, enriching the vehicle lineup.
Li Auto’s delivery volume is essentially at its production capacity limit...