Jingu Caixun | With the arrival of September, major auto manufacturers have successively announced their delivery data for August.

Among them, Li Auto Inc (02015) announced that it delivered 48,122 new vehicles in August, a year-on-year increase of 37.8%. A total of 288,103 vehicles were delivered in the first eight months, with a cumulative delivery of 921,467 vehicles by the end of August.

Xpeng (09868) announced on weibo that a total of 14,036 new vehicles were delivered in August, a 3% year-on-year increase and a 26% monthly increase. In the first eight months of this year, Xpeng has delivered a total of 0.077209 million new vehicles, a 17% year-on-year growth.

NIO Inc (09866) announced that 20,176 vehicles were delivered in August, compared to 20,498 vehicles delivered in July. As of the end of August, NIO delivered a total of 577,694 vehicles. From the beginning of the year to date, 128,100 vehicles were delivered, showing a growth of 35.8%.

Leapmotor (09863) announced that in August, the car delivery volume exceeded 0.03 million units, reaching 0.030305 million units, becoming the third car new force with monthly sales exceeding 0.03 million. This represents an over 113.5% year-on-year increase and over 37.1% monthly increase. Among them, Leapmotor C16 was hot on the market, with over 8,000 deliveries in August.

Great Wall Motor (02333) announced that in August, the total car production was 97,874 units, a 16.1% year-on-year decrease; total sales reached 94,461 units, a 17.2% year-on-year decrease. In the first eight months, cumulative car production was 0.7442 million units, total sales amounted to 0.7454 million units, showing a year-on-year decrease of 1.9% and a slight increase of 0.4%. In August, the sales of electric vehicles were 24,844 units. The total sales for the first half of the year reached 181,363 units.

Geely Auto (00175) announced that the total sales in August were approximately 0.1812 million units, a 21.46% year-on-year increase; among them, Jekoo's electric vehicle brand sales were 0.018 million units, with a 46.43% year-on-year increase. Lynk & Co sales were approximately 0.0225 million units, up 20.5%. In the first eight months, total sales of Geely Auto were 1.2877 million units, showing a 34.02% year-on-year increase; among them, Jekoo's sales were approximately 0.1215 million units, up by 81.47%; Lynk & Co's sales were approximately 0.1698 million units, up by 43.98%.

BYD Company Limited (01211) announced that the sales of new energy vehicles in August were 0.3731 million units, a 35.97% year-on-year increase; among them, the total overseas sales of new energy passenger vehicles were 31,451 units. In the first eight months of this year, the sales of new energy vehicles reached 2.3284 million units, showing a 29.92% year-on-year increase.

Xiaomi (01810) announced on social media that the delivery volume of Xiaomi SU7 in August exceeded 0.01 million vehicles, and it has achieved the target of breaking 10,000 deliveries for three consecutive months. Xiaomi Auto expects to achieve the annual delivery target of 0.1 million vehicles ahead of schedule in November.

Dongguan Securities stated that with the introduction of the expanded subsidy policy for trade-ins, the application volume for subsidies has increased rapidly, stimulating the potential consumption in the automotive market. The integration of vehicle-road-cloud is continuously advancing, combined with multiple car manufacturers updating their intelligent driving models, further promoting the development of intelligent automobiles. The Chengdu Auto Show will open with the launch of multiple models, and the trends of electrification and intelligence in the automotive industry will continue.