In June 2026, Chinese EV startup delivery figures were released. Leapmotor set a new all-time record with 93,376 deliveries. Nio delivered 40,597 vehicles and Xpeng delivered 40,126, both achieving their best monthly performance of the year. Tesla China's wholesale volume reached 89,091 units, up 24.43% year-on-year, marking the eighth consecutive month of growth. Meanwhile, Li Auto and Huawei-backed HIMA faced stiffer competition in the premium segment, with year-on-year delivery declines. June data clearly shows China's NEV market is undergoing structural differentiation.
Leapmotor: 93,376 Units Sets Brand Record
Leapmotor delivered 93,376 vehicles in June, setting an all-time monthly record with year-on-year growth exceeding 100%. This newcomer, whose core label is "value for money," is proving its market strategy effectiveness with scale.
Leapmotor's product matrix covers multiple segments:
- C Series: C10, C16 mid-size SUVs, priced 150,000-200,000 yuan
- B Series: B10 compact models, targeting 100,000-150,000 yuan market
- T03: Mini EV,下沉至 below 80,000 yuan
Growth Driver Analysis
Key factors behind Leapmotor's success:
- Full-stack self-development: Battery, motor, and control systems developed in-house
- Precision pricing: 15-20% lower than competitors for equivalent configurations
- Channel expansion: Store count rapidly increasing to cover major cities nationwide
Nio and Xpeng: Both Break 40,000
Nio delivered 40,597 vehicles in June, while Xpeng delivered 40,126, both achieving their best monthly results of the year.
| Brand | June Deliveries | MoM Growth | YoY Growth | Core Driver |
|---|---|---|---|---|
| Leapmotor | 93,376 | +15% | +100%+ | Value + channel expansion |
| Nio | 40,597 | +8% | +35% | Battery swap + service |
| Xpeng | 40,126 | +12% | +42% | MONA series + smart driving |
| Tesla China | 89,091 | +5% | +24% | Financing incentives |
Nio's brand premium remains robust, supported by continued battery swap network expansion. The network now exceeds 3,000 stations, covering major highways and urban core areas.
Xpeng found new growth in its dual layout:
- MONA M03: 120,000-yuan intelligent sedan with standard ADAS
- G6/G9: 200,000-300,000 yuan range, 800V high-voltage platform
- Continuous iteration of intelligent driving tech adds differentiated competitiveness
Tesla and Li Auto: Divergence Intensifies
Tesla China's June wholesale volume reached 89,091 units, up 24.43% YoY, marking the eighth consecutive month of growth. The "Easy Loan" financing program launched in May lowered Model 3 RWD down payment to just 55,900 yuan.
In contrast:
- Li Auto: June deliveries declined YoY as competition above 300,000 yuan intensifies
- Huawei HIMA: AITO M9 orders remain strong, but overall growth is slowing
Industry Penetration Hits New Record
CPCA data shows:
- June passenger NEV retail estimated at approximately 1.05 million units
- Up 10.5% month-over-month
- Penetration rate likely reaching 63.6%, a fresh record
This means more than 6 out of every 10 passenger vehicles sold are new energy vehicles.
Implications for Central Asian Markets
For dealers in Central Asia and Russia:
- Richer product selection: Coverage from 80,000-yuan mini cars to 400,000-yuan premium SUVs
- More competitive pricing: Chinese brands' value advantage is especially pronounced in emerging markets
- Smart features democratized: L2 ADAS now available in 120,000-yuan models
EX1000.COM recommends paying attention to overseas expansion plans of brands like Leapmotor and Xpeng, whose products offer significant advantages in the value-for-money dimension.
