New EV Makers’ August Deliveries: Leapmotor, Xpeng and NIO Hit Monthly Records; Li Auto Falls Behind

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Key Points

August Delivery Snapshot – Leading New EV Makers

Brand	August Deliveries	YoY Growth (%)	MoM Change (%)
Leapmotor	57,066	+88.00	New Monthly High
Xpeng	37,709	+168.66	+2.70
NIO	31,305	+55.16	–
Li Auto	28,529	-40.72	-7.17

• G7 Cumulative Deliveries (by August): 10,000+ units
• MONA M03 August Deliveries: 15,000+ units
• MONA M03 Total Deliveries (to date): 160,000+ units
• P7 Reservations (first 7 minutes): 10,000+ units

• NIO-branded vehicles: 10,525 units
• LeDao brand vehicles: 16,434 units
• Firefly brand vehicles: 4,346 units

New EV makers August deliveries — quick snapshot of who won August and who is resetting.

Why this matters:

This month’s delivery breakdown gives a clear view of short‑term momentum and strategic playbooks among China’s new‑entrant EV brands.

It also signals where investors and operators should be watching product launches, pricing moves, battery strategies, and international expansion.

Top line highlights

• Leapmotor (Lingpao 零跑汽车) — 57,066 deliveries in August, a new monthly high and +88% year‑over‑year.
• Xpeng (Xiaopeng 小鹏汽车) — 37,709 deliveries in August, a new single‑month record and +168.66% year‑over‑year.
• NIO (Weilai 蔚来) — 31,305 deliveries in August, +55.16% year‑over‑year with brand segmentation data provided.
• Li Auto (Lixiang 理想汽车) — 28,529 deliveries in August, down 40.72% year‑over‑year and down 7.17% month‑over‑month.

Leapmotor (Lingpao 零跑汽车) — Leading the pack with 57,066 deliveries in August

Leapmotor (Lingpao 零跑汽车) remained the top seller among the new EV cohort with 57,066 units delivered in August.

That number is a new monthly high and represents a year‑over‑year gain of over 88%.

This is Leapmotor’s sixth consecutive month as the monthly sales leader among new‑energy brands.

Model momentum: the B01 reached its 10,000th unit at the 2025 Chengdu Auto Show.

The global model B10 added a new color, “Morgan Pink,” and has accumulated more than 50,000 deliveries since its April launch.

Management view: Zhu Jiangming (Zhu Jiangming 朱江明) said Leapmotor is accelerating globalization and that exports rank among the leaders in the new‑entrant cohort.

Leapmotor reported historic highs in European orders this year and plans a presence at the Munich Motor Show in September to unveil the youth‑oriented Lafa5.

Market implication: Leapmotor’s combination of rapid model ramp‑ups and aggressive export strategy positions it to sustain share gains among price‑sensitive and youth segments.

Xpeng (Xiaopeng 小鹏汽车) — Another record month: 37,709 deliveries

Xpeng (Xiaopeng 小鹏汽车) delivered 37,709 units in August, a new single‑month record.

That’s a +168.66% year‑over‑year increase and a +2.7% month‑over‑month rise.

Cumulative January–August deliveries hit 271,615, up 251.79% year‑over‑year.

Model highlights: the G7 surpassed 10,000 cumulative deliveries by August.

The MONA M03 delivered more than 15,000 units in August and totals over 160,000 deliveries to date.

New‑model traction: the all‑new P7 launched August 27 and pulled over 10,000 reservations in seven minutes, the fastest pre‑sale milestone in Xpeng’s history.

Guidance: Xpeng chairman He Xiaopeng (He Xiaopeng 何小鹏) set a goal for monthly deliveries to steadily exceed 40,000 starting in September, driven by P7 volumes.

Market implication: Xpeng’s playbook is rapid new‑model rollouts and converting presales into deliveries to scale monthly output quickly.

NIO (Weilai 蔚来) — 31,305 deliveries; brand segmentation shows mixed strength

NIO (Weilai 蔚来) delivered 31,305 vehicles in August.

That is a +55.16% year‑over‑year increase.

Brand breakdown:

• NIO‑branded vehicles: 10,525 units.
• LeDao (Ledao 乐道) brand: 16,434 units.
• Firefly (Yinghuochong 萤火虫) brand: 4,346 units.

The LeDao L90 recorded 10,575 deliveries in its first month and is the fastest model in NIO’s history to exceed 10,000 monthly units.

NIO leadership: Qin Lihong (Qin Lihong 秦力洪) described the LeDao L90 as the short‑term focus and indicated other models may be deprioritized as needed.

Product signaling: NIO announced strong pre‑order interest for the all‑new ES8, and Qin said ES8 hourly pre‑order volume has already surpassed the LeDao L90’s monthly orders.

Battery & pricing strategy: NIO will equip its full lineup with a 100 kWh long‑range battery pack as standard while keeping starting prices unchanged.

NIO will also keep an optional 75 kWh battery‑rental plan for flexibility.

After an official price cut of ¥38,000 RMB ($5,278 USD), NIO expects to strengthen its market competitiveness.

Market implication: NIO is using product segmentation, battery strategy, and targeted pricing to defend and grow share across differentiated consumer segments.

Li Auto (Lixiang 理想汽车) — Deliveries down: 28,529 in August

Li Auto (Lixiang 理想汽车) reported 28,529 deliveries in August.

That represents a 40.72% year‑over‑year decline and a 7.17% month‑over‑month drop.

Company explanation: Li Auto attributed the decline to product transitions and an overhaul of its sales & service organization.

New models: the Li Auto i8 (理想i8) launched end of July and is ramping production.

Li Auto expects the i8 to deliver 8,000–10,000 units by the end of September.

The Li Auto i6 (理想i6) is scheduled for a September launch with deliveries set to start immediately on launch day.

CEO target: Li Xiang (Li Xiang 李想) said 2025 is Li Auto’s first full year in the pure‑electric SUV market.

He gave internal monthly targets of:

• i8 — stable 6,000 units/month.
• i6 — 9,000–10,000 units/month.
• With Li MEGA included, an overall stable monthly pure‑electric volume of 18,000–20,000 units.

Li Auto expects the L‑series to recover gradually as the sales & service upgrade completes.

Market implication: Li Auto is navigating short‑term volume pressure during a product transition, while setting explicit internal run‑rates for newly launched models to regain momentum.

What investors, founders and operators should watch next

• Model ramp speed vs. delivery conversion.
  
  Watch how quickly reservations (like Xpeng’s P7) convert to deliveries and what bottlenecks appear in production or logistics.
• International expansion and export demand.
  
  Leapmotor’s European traction is a meaningful signal that some new entrants can scale abroad faster than peers.
• Segmentation and pricing strategy.
  
  NIO’s move to standardize a 100 kWh battery while keeping starting prices steady and offering battery‑rental options shows how product and price engineering can defend ASPs and volume.
• Organizational health during transitions.
  
  Li Auto’s downshift highlights the risk of sales & service overhauls during key product launches.
• Supply chain and production stability.
  
  All brands depend on consistent supply and localized production scale to turn presales into deliveries.

Quick takeaways

• Momentum leaders: Leapmotor, Xpeng and NIO hit single‑month highs in August, showing where demand is concentrating.
• Transition risk: Li Auto’s sequential decline underscores execution risk during product and organizational upgrades.
• Strategies to watch: globalization (Leapmotor), fast model cadence (Xpeng), and battery/pricing segmentation (NIO) are driving August outcomes.

For investors and founders focused on the Chinese EV wave, August’s deliveries offer a short‑term leaderboard and a playbook checklist for scaling: accelerate model launches, secure international channels, and align battery/pricing strategies to segment demand.

New EV makers August deliveries

References

• 造车新势力8月交付量：“零小蔚”均创历史新高 理想“掉队” – 财联社
• 造车新势力8月交付量：“零小蔚”均创历史新高 理想“掉队” – 东方财富
• Leapmotor official site – Leapmotor (Lingpao 零跑汽车)
• NIO official site – NIO (Weilai 蔚来)

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