August new force delivery data reveals Leapmotor leading with 103,129 units, Zeekr surging 109.8% YoY to a new high, and Xiaomi holding steady above 30K. Clear tier differentiation has emerged within the new force camp.
New Force Leadership: Leapmotor's Commanding Lead
As September began, emerging EV brands released their August delivery figures. Leapmotor posted 103,129 units globally, once again crossing the 100,000-unit threshold with 1.8% MoM and 80.7% YoY growth. This figure not only dwarfs other new force brands but also surpasses the NEV segments of most traditional automakers.
By comparable terminal registration data, Leapmotor ranks among the top four global NEV brands and top three in China. Supporting this performance is Leapmotor's full-coverage product matrix spanning the 60,000 to 300,000 yuan range: the A10 has led Chinese-brand SUV sales for three consecutive months, the newly launched A05 further penetrates the sub-100,000 yuan market, while the D19 and D99 continue gaining traction in the premium segment.
August New Force Delivery Rankings
| Brand | August Deliveries (Units) | YoY | MoM | Jan-Aug Cumulative (Units) |
|---|---|---|---|---|
| Leapmotor | 103,129 | +80.7% | +1.8% | 560,883 |
| Harmony Intelligent Mobility | 42,101 | — | -6.5% | 320,000+ |
| XPeng | 39,107 | +4.0% | +2.8% | 243,111 |
| Li Auto | 37,679 | +32.1% | +23.7% | 261,619 |
| Zeekr | 36,981 | +109.8% | +3.2% | 251,000 |
| NIO | 35,836 | +14.5% | -0.3% | 262,893 |
| Xiaomi | 30,000+ | — | — | 229,000+ |
Velocity Champion: Zeekr's Triple-Digit Surge
If Leapmotor wins on scale, Zeekr wins on speed. Zeekr delivered 36,981 units in August, soaring 109.8% YoY and 3.2% MoM, achieving dual growth for seven consecutive months. Cumulative deliveries through August reached 251,000 units, already exceeding last year's full-year total.
Zeekr's growth is powered by multi-model synergies:
- Zeekr 9X: Dominates the above-500,000 yuan all-category sales chart
- Zeekr 7X: Global orders exceed 200,000 units with monthly sales consistently above 10,000
- Zeekr Shooting Brake: Cumulative deliveries surpass 400,000 units, three consecutive months above 10,000
- Zeekr 009: Leads luxury MPV sales in Hong Kong, Malaysia, and Thailand
Zeekr's overseas expansion is accelerating. The Zeekr 9X launches international sales in September, while the Zeekr 7X—brand's first CKD model outside China—advances local assembly plans.
Second Tier: Neck-and-Neck Competition
In the 30,000 to 40,000 unit range, XPeng, Li Auto, NIO, Zeekr, and Xiaomi compete in close quarters with minimal gaps.
Key Highlights by Brand:
- XPeng: MONA M03 leads the 100K-200K yuan pure-electric sedan segment for 23 consecutive months with cumulative deliveries exceeding 310,000; flagship GX reaches 21,501 cumulative units
- Li Auto: L6 cumulative deliveries surpass 400,000 units, becoming a 200K+ yuan range-extender hit; new-generation MEGA and pure EV models launch in September
- NIO: Brand portfolio continues expanding with NIO brand up 101.2% YoY, while Onvo and Firefly brands steadily ramp up
- Xiaomi: Five consecutive months above 30,000 units, with SU7 and YU7 cumulative deliveries exceeding 700,000; Pengcheng N90/N70 EREV SUVs imminent
Notably, while Xiaomi currently ranks lowest among new forces in absolute volume, its growth trajectory commands attention. From market entry to 30K+ monthly deliveries in under two years, with a rapidly expanding product matrix. With EREV models joining the lineup, Xiaomi could soon challenge the 40,000-50,000 monthly delivery range.
New Force Growth Model Comparison
- Scale-Driven: Leapmotor leads through cost-effectiveness and full price-range coverage
- Technology-Driven: Zeekr doubles through premium positioning and global expansion
- Ecosystem-Driven: Xiaomi scales rapidly leveraging its ecosystem and brand effect
- Portfolio-Driven: NIO and Li Auto diversify risk through multi-brand, multi-category strategies
Implications for Overseas Buyers
For buyers in Central Asian and Russian markets, the rapidly shifting new force delivery landscape demands agile procurement strategies:
- Leapmotor and Zeekr lead in overseas localization progress, offering higher supply chain stability
- Though smaller in scale, Xiaomi's brand recognition is rapidly growing among younger overseas consumers
- Accelerating product iteration means buyers should track each brand's technology release cadence to identify optimal procurement windows
EX1000.COM provides tracking and procurement intelligence services for Chinese NEV brand dynamics targeting Central Asian and Russian markets.
