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The Cutthroat Battlefield Reshuffles
China’s 2025 automotive landscape witnessed a seismic power shift. BYD solidified its traditional dominance, while Geely outpaced rivals with blistering growth. The new energy vehicle (NEV) arena saw the old "Wei-Xiao-Li" hierarchy shattered, replaced by fierce contenders like Leapmotor, XPeng, and Xiaomi. Established automakers' "second-gen" brands faced mixed fortunes.
A multi-dimensional war rages – fought on sales volume, new energy penetration, and global reach. The first half of 2025 was a cutthroat battlefield where rankings were violently redrawn.
The electric vehicle sector crowned a surprising new leader: Leapmotor (Zero Run). With cumulative sales hitting 222,000 units and a staggering 156% year-on-year surge, it emerged as the period’s undisputed "dark horse." XPeng Motors also impressed, delivering over 197,200 battery cars – surpassing its entire 2024 volume – and achieving 51.8% of its ambitious 380,000-unit annual target.
Leapmotor’s rise is a textbook case of disruption. A record 48,000 units delivered in June alone propelled its H1 total, securing the top spot among new automakers and pushing lifetime deliveries beyond 800,000 units. Chairman Zhu Jiangming boosted the annual target to 500,000-600,000 units (44.4% achieved at the lower end). Positioning Leapmotor as a "long-distance runner," Zhu aims to climb two spots in the global automobile manufacturer rankings and break into China’s top new energy car players. With new C11 and B01 models launching H2, COO Xu Jun projects July deliveries could smash the 50,000-unit barrier.
XPeng Motors staged a remarkable 2025 comeback. Its H1 sales of nearly 197,000 vehicles exceeded its entire 2024 output. Averaging over 30,000 units monthly, XPeng hit 51.9% of its yearly goal – the only major player exceeding 50%. Key drivers were the August 2024 MONA M03 and the revamped P7+ launched last November.
H2 momentum looks strong. The G7, featuring XPeng’s in-house Turing chip, garnered 10,000 pre-orders within just 9 minutes of launch. Chairman He Xiaopeng views this high-compute chip as a critical competitive moat for future growth in the electric vehicle space.
Conversely, Li Auto, the 2024 sales champion, faced headwinds. H1 deliveries reached 204,000 units, an 8% YoY increase, but only 31.9% of its lofty 640,000-unit target. Its core extended-range (EREV) leadership eroded – briefly overtaken by XPeng in Jan-Feb and consistently trailed by Leapmotor from March onward. A sharp 24% YoY drop hit June sales. Founder Li Xiang conceded the year is packed with "opportunity and challenge."
Li Auto bets its H2 recovery on pure electric cars: the six-seat i8 SUV launched in July and the five-seat i6 arriving in September. However, the shadow of its earlier MEGA battery car failure looms large, making its EV pivot crucial to hitting targets.
Xiaomi Auto delivered a phenomenal debut. Cumulative deliveries surpassed 150,000 units, with H1 growth exceeding 400%. Its sole model, the SU7, became the best-selling single new energy car model. The frenzy intensified in June: the newly revealed YU7 claimed 200,000 pre-orders in 3 minutes, with locked orders hitting 240,000 within 18 hours. Combined with existing deliveries, Xiaomi holds nearly 400,000 orders. CEO Lei Jun raised the 2025 delivery target from 300,000 to 350,000 units (over 43% achieved).
Yet, massive demand crashes into capacity limits. The standard YU7 faces a daunting 58-61 week delivery wait. With Phase 1 and 2 factories capped around 300,000 units annually, scaling production is Xiaomi’s defining challenge if it hopes to rival XPeng.
Harmony Intelligent Drive (HID), powered by Huawei’s ecosystem, saw steady but slower growth. H1 deliveries reached approximately 206,200 units, a 6.2% YoY increase, achieving only 20.6% of its 1 million-unit annual target. While refreshed models like the AITO M9 and the Xiangjie S9 EREV launched, growth momentum during the model transition remained subdued. H2 hopes rest heavily on the mid-range Shangjie models targeting the 200,000 RMB segment. SAIC President Jia Jianxu pledged "top resources" to ensure Shangjie’s success – its performance is vital for HID’s annual goal.
NIO, once part of the dominant "Wei-Xiao-Li" trio, found itself outpaced by Leapmotor, XPeng, and Xiaomi. Combined deliveries for NIO, Ledao, and Firefly brands totaled 114,000 units (a 30.6% YoY increase). NIO is restructuring internally and betting heavily on its multi-brand strategy for a Q4 profitability push. The upcoming Ledao L90 flagship SUV, opening pre-sales July 10th, is a key H2 growth driver.