On June 2nd, sales and delivery data for multiple new energy vehicle companies in May were released. Among them, BYD, the leading new energy vehicle manufacturer, continued to maintain its leading position, selling 331800 new energy vehicles in May, up from 240200 in the same period last year, a year-on-year increase of 38.13%. From January to May, BYD sold 1.2713 million new energy vehicles, a year-on-year increase of 26.8%.

The Xiaomi car that has just been delivered has also announced its delivery status in May - a total of 8630 Xiaomi SU7 vehicles have been delivered. Xiaomi Group CEO Lei Jun stated that the Xiaomi SU7 is about to enter a new round of delivery acceleration, and will ensure delivery of over 10000 vehicles in June. Starting from June, Xiaomi Automobile Factory officially started dual shift production to increase production capacity.

In addition, sales and delivery performance reports have also been released in the past two days by companies such as Celes, Ideal Automobile, NIO, Jike Automobile, Xiaopeng Automobile, and Avita, showing a significant increase overall. Several industry experts have previously concluded that the policy of exchanging old cars for new ones and bringing cars to rural areas will effectively stimulate automobile consumption, thereby driving the heating up of the automobile market.

On June 2nd, BYD released its May production and sales report in the evening, achieving sales of 331800 new energy vehicles that month. In May, BYD sold a total of 146400 pure electric vehicles, a year-on-year increase of 22.40%; Sales of 184100 plug-in hybrid vehicles increased by 54.07% year-on-year. From the perspective of sales structure, BYD's plug-in hybrid models have seen a more significant increase.

In addition, the sales growth of Selis in May was also very prominent. According to the May production and sales report released by Selis, its sales in May reached 34100 units, a year-on-year increase of 298.62%; From January to May this year, the cumulative sales of Sailis new energy vehicles reached 156800 units, a year-on-year increase of 342.35%. It is reported that on May 31st, Sailis achieved a product refresh, and AITO Wenjie's new M7 Ultra was officially launched. It is reported that the goal of the car is to deliver 4000 units in the first week.

Among the new forces, Ideal Automobile showed signs of recovery in May, delivering 35020 new cars, a year-on-year increase of 23.8%; A total of 141207 new cars were delivered from January to May. As of May 31st, Ideal Automobile has delivered a total of 774571 vehicles. Li Xiang, CEO of Ideal Automobile, said that since the start of delivery on April 24th, the Ideal L6 has delivered over 15000 vehicles, setting a record for the fastest delivery of Ideal Automobile's new models.

We are making every effort to ensure the supply and production of the Ideal L6, in order to deliver the vehicle to users as soon as possible. Driven by the new product pricing system, the sales potential of the 2024 Ideal L7, Ideal L8, and Ideal L9 is also steadily increasing. Our market share in the new energy vehicle market above 200000 yuan has grown steadily year-on-year, with a cumulative market share of 13.5% from January to April, ranking first among Chinese automotive brands.

In May, NIO delivered 20544 new cars, a year-on-year increase of 233.8% and a month on month increase of 31.5%, setting a new historical high; From January to May, NIO delivered 66217 new cars, a year-on-year increase of 51%. As of now, NIO has delivered a total of 515811 new cars.

In addition, on May 31st, NIO announced that NIO Energy Investment (Hubei) Co., Ltd. has received a strategic investment of RMB 1.5 billion from Wuhan Guangchuang Emerging Technology Phase I Venture Capital Fund Partnership Enterprise (Limited Partnership) and other institutions. This round of strategic investment will be used for technology research and development, manufacturing, operation and maintenance in charging, power exchange, energy storage, battery service, energy Internet and other fields, as well as the layout and development of Weilai Energy's charging and power exchange infrastructure, and support the investment in vehicle network interactive innovation business.

In May, the delivery volume of Zero Run cars reached 18165 units, and the delivery volume of SUVs such as the Twin Star C11 and C10 reached 11992 units, reaching a new high. The super comfortable intelligent 6-seater SUV C16, which made its debut at the 2024 Beijing Auto Show and was immediately popular, will be officially launched in June. It is worth mentioning that on May 14th, Lingpao International was officially established, with Stellantis Group and Lingpao Automobile holding 51% and 49% respectively.

With the help of Stellantis Group's global distribution channels, Zero Run International plans to launch Zero Run cars in nine European markets starting from September this year, including France, Italy, Germany, the Netherlands, Spain, Portugal, Belgium, Greece, and Romania. By the end of 2024, Zero Run International will also launch its products in Türkiye, Israel and French overseas territories in the Middle East and Africa, Australia, New Zealand, Thailand and Malaysia in India and the Asia Pacific region, as well as Brazil and Chile in South America.

In May, Xiaopeng Motors delivered a total of 10146 new cars, a year-on-year increase of 35% and a month on month increase of 8%. Among them, the Xiaopeng X9 "Nine Crown King" delivered 1625 vehicles, and a total of 11456 vehicles were delivered in May of its launch, continuously leading the market in pure electric MPV and pure electric three row seat models. From January to May 2024, Xiaopeng Motors delivered a total of 41360 new cars, a year-on-year increase of 26%.

In addition, on May 20th, Xiaopeng Motors held a press conference in Beijing with the theme of "Opening the Era of AI Intelligent Driving", announcing the full launch of the AI Dimensity system to users, and the industry's first mass-produced "end-to-end" large model, the world's first AI proxy driving, and the first model of the MONA series will soon be unveiled.

In May, the entire lineup of Nezha Motors delivered 10113 vehicles. The Nezha L pure electric version starting from 140000 yuan has been pre-sale in May and is expected to start delivery in July; Xiaomi Motors has delivered 8630 new vehicles, with a target of delivering over 10000 vehicles per month in June. Xiaomi Group Chairman and CEO Lei Jun revealed in his speech that the number of lock orders for Xiaomi SU7 in the first month was 88063, of which 7058 were delivered in April and 8630 were delivered in May. He admitted that this number far exceeded his own expectations and also exceeded the expectations of many peers.