In July 2026, Leapmotor delivered a record 101,267 vehicles globally, up 102% YoY. Zeekr, Arcfox, and other brands achieved doubled growth, signaling a new phase where established leaders remain firm while mid-tier competition intensifies.
Market Overview: New Force Landscape Reshapes
July 2026 delivered an impressive report card for China's NEV market. Established leaders continued to dominate, while the new force tier experienced significant restructuring. Leapmotor delivered 101,267 vehicles globally, breaking the 100,000 monthly milestone for the first time with a 102% year-on-year surge — the brightest star of the month.
Meanwhile, Zeekr, Arcfox, Firefly, and other brands achieved doubled year-on-year growth, demonstrating that the NEV market's endogenous growth momentum remains robust even in the "post-subsidy era."
Top Tier: BYD & Harmony Intelligent Mobility
BYD: Continued Dominance
BYD maintained its absolute market leadership:
| Brand/Series | July Sales (Units) | Market Position | |
|---|---|---|---|
| Dynasty | Ocean | 350,178 | Absolute backbone, full-category coverage |
| Fang Cheng Bao | 41,213 | Personalized off-road breakthrough | |
| Denza | 19,196 | Premium line steady growth | |
| Yangwang | 485 | Ultra-luxury limited delivery |
BYD's total July sales exceeded 410,000 units, maintaining its top position. Fang Cheng Bao's 41,213 units were particularly notable, confirming market acceptance of the rugged off-road + NEV crossover positioning.
Harmony Intelligent Mobility: Steady Progress
Harmony Intelligent Mobility delivered 45,046 units in July, with cumulative Jan-Jul deliveries of 286,000 units, up 13.7% YoY. As a smart vehicle brand deeply empowered by Huawei, it has established firm ground in the mid-to-high-end market through differentiated advantages in intelligent driving and smart cockpit.
Breakthrough Star: Leapmotor's Milestone
Leapmotor's July breakthrough was phenomenal:
- Global deliveries: 101,267 units, up 102% YoY, first time surpassing 100,000 monthly
- Leapmotor D1: Monthly sales exceeded 10,000 units
- C Series: Cumulative global sales surpassed 850,000 units
- B Series: Cumulative global sales surpassed 250,000 units
Leapmotor's explosive growth stems from its "full-stack self-research" strategy — from batteries and e-drives to intelligent driving systems, all core components are developed and produced in-house. This approach not only reduces costs but ensures supply chain security, enabling highly competitive pricing for high-performance products.
| Leapmotor Product Line | Cumulative/Monthly Performance | Positioning |
|---|---|---|
| C Series | Global cumulative >850K units | Mainstream family |
| B Series | Global cumulative >250K units | Youth entry-level |
| D1 | July monthly >10K units | Flagship sedan |
| D99 | Rolling out deliveries | Premium SUV |
Doubled Growth Cohort: Zeekr, Arcfox & Changan Qiyuan
Zeekr: Premium EV Sustained Breakthrough
Zeekr delivered 35,837 units in July, surging 111% YoY. As Geely's premium EV brand, Zeekr leverages the SEA architecture's technical advantages and exceptional product definition capabilities to hold significant share in the 300K+ RMB pure EV market.
Arcfox: Huawei Empowerment Bears Fruit
Arcfox delivered 23,517 units in July, up 150.45% YoY, with cumulative Jan-Jul deliveries exceeding 100,000 units. Deep Huawei HI (Huawei Inside) model empowerment has given Arcfox a significant technical advantage in intelligent driving.
Changan Qiyuan: AQ Series Doubles
Changan Qiyuan sold 39,841 units globally in July, with the AQ series up 103% YoY. Notably, the Qiyuan Q06 is scheduled for launch in September, equipped with LiDAR and the Tianshu intelligent driving assistance system, signaling Changan's push in autonomous driving.
| Brand | July Sales (Units) | YoY Growth | Highlight |
|---|---|---|---|
| Leapmotor | 101,267 | +102% | First 100K monthly |
| Zeekr | 35,837 | +111% | Premium EV |
| Arcfox | 23,517 | +150.45% | Huawei empowered |
| Changan Qiyuan | 39,841 | AQ series +103% | Q06 coming soon |
| Geely Galaxy | 107,797 | +13% | Model breakthrough |
Traditional Automakers' NEV: Geely Galaxy Advances
Geely Galaxy sold 107,797 units in July, up 13% YoY. The Geely Xingyuan surpassed 800,000 cumulative sales, with July monthly sales reaching 55,105 units. Galaxy's sustained popularity validates the strategy of traditional automakers launching independent NEV sub-brands for transformation.
Landscape Assessment: New Forces Enter "Million-Unit Club" Era
Leapmotor's monthly breakthrough past 100,000 units signals that Chinese new forces have officially entered the "million-unit annual sales club" competition stage. This means:
- Scale thresholds have risen dramatically: Monthly sales of 50,000 have shifted from "excellent" to "passing grade"
- Self-research capability is now mandatory: Full-stack self-research or deep binding with top-tier suppliers has become a survival prerequisite
- Intelligent differentiation: Intelligent driving and smart cockpit have become core competitive dimensions
- Globalization is imperative: As domestic market saturation approaches, overseas expansion is no longer optional
For buyers in Central Asia and Russia, the rapid technology iteration and price-performance advantages of Chinese NEVs make them highly attractive procurement options. Platforms like EX1000.COM enable one-stop model comparison, latest pricing, and cross-border logistics arrangements.
