Recently, li auto, xpeng, and NIO Inc successively released their July delivery data, confirming the industry's extremely prosperous performance beyond expectations!
Li Auto:
1) In July, there were 8,589 deliveries, a year-on-year increase of +251.3%, setting a new monthly delivery record;
2) In the first 7 months of 2021, Li Auto's total deliveries reached 38,743 vehicles. The cumulative delivery volume of Li ONE has reached 72,340 vehicles.
li auto CEO Shen Yanan: 'By the end of the year, we will continue to release heavyweight OTA upgrades, pushing the product power of Li ONE to new heights.'
xpeng autos:
1) In July, 8040 vehicles were delivered, +228% year-on-year, +22% month-on-month, setting a monthly delivery record.
2) In the first seven months of 2021, Xpeng's total delivery volume reached 38,778 vehicles, +388% year-on-year.
Plan to officially deliver P5 in 2021Q4.
Nio Inc:
1) Deliver 7,931 vehicles in July, a year-on-year increase of +124.5%;
2) In the first seven months of 2021, Nio Inc has delivered a total of 49,887 units, exceeding last year's full-year delivery volume.
Regarding the question of Nio Inc's sales decline in July, even being surpassed by Li Auto and Xpeng, we analyze that it may be related to shipments to Norway (the first batch shipped on July 22) and the upcoming volume production of ET7 (test car production) occupying capacity. Investors do not need to worry too much.
Lastly, on May 26th, Li Xiang, the CEO of Li Auto, mentioned that "the demand for the 2021 model ONE is very strong" and "hopes that the delivery volume in September can exceed ten thousand". Considering the sales performance in July, I...