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首个月交付 10 万辆新势力品牌出现！
This article summarizes July delivery data for multiple new energy vehicle (NEV) startups, highlighting Zero's historic milestone of surpassing 100,000 monthly deliveries for the first time. 证 证券时报Follow·
Yesterday·976 words (about 4 min)
AI Summary & Key Points
Summary
The article analyzes July 2026 delivery performance of Chinese NEV startups. Key highlight is Zero delivering 101,267 vehicles in July, representing a 102% year-over-year growth, making it the first Chinese NEV brand to reach this scale. Additional data includes Xiaomi (stable above 30,000), Li Auto (30,500), NIO (including Lido and Firefly, totaling 35,900), XPeng (38,000), and Deep Blue. Industry experts note the automotive market is experiencing structural cleavage, with new energy vehicles achieving over 64% retail penetration and solidifying market leadership.
Main Points
* 1. Zero achieves landmark growth
Zero's July deliveries reached 101,267 units, up 102% YoY, becoming the first Chinese NEV startup to surpass 100,000 monthly deliveries.
* 2. Stable performance from major NEV brands
Xiaomi, Li Auto, NIO, XPeng, and Deep Blue all reported July data showing varying degrees of growth or stable delivery rhythms.
* 3. Market structural transformation
Industry experts observe that while overall market volume faces pressure, new energy vehicles have achieved over 64% retail penetration through improved cost-performance and iterative advantages.
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王小伟 2026-08-01 18:35 广东
8月1日，多家车企公布7月销量数据，部分车企数据表现亮眼。
典型代表是零跑汽车。零跑7月交付量达101267辆，同比增长102%；单月交付首次突破10万辆大关，成为国内首个达成单月超10万辆量级交付的造车新势力品牌。
零跑汽车创始人、董事长兼CEO朱江明在7月销量收官视频中表示：“从月销879辆到10万辆，我们走了整整6年，过去不敢想的事，今天成了。8月我们还有一款全新车型零跑A05即将发布，9月零跑技术日将给大家更多的惊喜。”
小米汽车没有公布具体数据，不过在其官微宣布7月交付量持续超过30000辆。纵向对比来看，小米汽车今年2月、3月是交付量低谷。从4月开始，稳定在30000辆上方。
这一数据的背景是，小米目前在售车型不多。在7月30日的小米澎程技术发布会上，小米创办人，董事长兼CEO雷军表示，2年半的时间，小米汽车发布了两款车——小米SU7和小米YU7。这两款车都成了爆品，并且累计交付70多万辆。
其他新势力中，理想汽车今年7月交付新车30468辆。
蔚来公司7月交付新车35934辆，同比增长71.0%。其中，蔚来品牌交付新车20008辆，同比增长57.9%；乐道品牌交付新车10155辆，同比增长69.9%；firefly萤火虫品牌交付新车5771辆，同比增长143.9%。2026年前7个月，蔚来公司共交付新车227057辆，同比增长68.0%，三品牌前7个月交付量均创历史新高。
小鹏集团也公布了7月交付成绩：交付新车38027辆，同比增长约4%。截至7月，小鹏集团全球累计交付量突破120万辆。
深蓝汽车公布数据显示，7月全球销量29213辆，同比增长7.52%；1—7月全球累计销量193369辆，同比增长13.48%；全球累计销量超91万辆。
有汽车业内人士对记者分析说，今年车市大盘总量承压，但结构性裂变在加速。新能源车凭借产品迭代与性价比优势，展现出远超燃油车的市场韧性，零售渗透率已经攀升至64%以上，持续夯实市场主导地位。判断车市是否反转，不能只盯着单月销量数字，总量走势、结构变迁与周期位置，三者结合才能看清全貌。 责编：李丹 校对：苏焕文
**!Image 6**
**证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。** **转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes**
**!Image 8: 图片**Key Quotes
> From 879 monthly sales to 100,000 units, we've taken exactly 6 years. What was once unthinkable has now been achieved.
> To determine if the auto market is reversing, one cannot focus solely on monthly sales figures. Total market trends, structural changes, and cyclical positioning must be considered together to understand the full picture.
Tags
New Energy Vehicles
NEV Startups
Sales Data
Zero
Xiaomi
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