China EVs End H1 Strong, Leapmotor Nears 100K Monthly Deliveries
China's electric vehicle market ended the first half of 2026 with a broadly positive set of delivery figures, as eleven brands reported June data on Tuesday, revealing a widening gap between fast-growing challengers and established names facing competitive pressure.
Leapmotor led the disclosed results with 93,376 deliveries in June, a 95% year-on-year surge and a 14.5% sequential gain that marked the company's sixth consecutive month of month-on-month growth and a new monthly record. The trajectory has been steep: Leapmotor entered the year delivering just over 32,000 units in January and has nearly tripled that figure by June, approaching the symbolic 100,000-unit monthly threshold.
Nio and Xpeng both crossed 40,000 monthly deliveries for the first time, underscoring a broader acceleration among mid-tier players. Nio delivered 40,597 vehicles in June, up 62.9% year-on-year and a single-month record for 2026, with its three sub-brands — Nio, Onvo, and Firefly — contributing 21,908, 11,743, and 6,946 units respectively. The company's first-half cumulative total reached 191,123 units, a 67.4% increase over the same period last year.
Xpeng posted 40,126 June deliveries, rising 15.9% year-on-year and 24.8% from May — one of the stronger sequential gains among brands that have reported. Its second-quarter tally of 103,295 units marked the first time the automaker surpassed 100,000 deliveries in a single quarter.
Zeekr, a premium EV brand under Geely Automobile Holdings, recorded the sharpest year-on-year growth among larger players at 111%, delivering 35,169 units in June. The brand has now maintained deliveries above 33,000 units for four consecutive months, with first-half cumulative volume reaching 178,370 — up 97% from a year earlier.
Harmony Intelligent Mobility Alliance (HIMA) delivered 50,624 vehicles in June, up 9.7% month-on-month, bringing its first-half total to 240,000 units, a 18.6% year-on-year increase. The brand's Shangjie Z7/Z7T models crossed 10,000 monthly deliveries within the period, emerging as a notable incremental contributor.
GAC Aion, the EV unit of Guangzhou Automobile Group, reported 33,682 units for June, up 21% year-on-year and 1.6% sequentially, with first-half sales rising 15% compared to the prior year.
Xiaomi delivered more than 30,000 vehicles in June — its third consecutive month at or above that level — bringing its first-half cumulative total to over 180,000 units. The company did not disclose a precise June figure.
In contrast, Li Auto and Seres' Aito brand both saw sequential and year-on-year declines. Li Auto delivered 30,895 units, down 14.84% year-on-year and 7.4% from May, with its i6 model accounting for 20,878 of those deliveries. The brand's cumulative historical deliveries reached 1,733,687 units as of June 30. Aito reported 30,199 June deliveries, a 12% sequential drop, though its first-half cumulative volume still rose 10.2% year-on-year.
Voyah, a premium EV brand under Dongfeng Motor, delivered 14,223 units in June, up 41% year-on-year and 9.4% sequentially, with first-half volume climbing 36% to 76,264 units. Jishi posted 2,512 deliveries, nearly doubling year-on-year with a 99.5% gain.
BYD is expected to release its June figures later in the day. Data from additional brands including Deepal and Avatr had not yet been published at the time of reporting.
The June results reinforce a bifurcating market dynamic: high-growth challengers are compressing the volume gap with more established players, while brands that lack clear product differentiation or a fresh model cycle face mounting pressure to defend market share in an increasingly crowded field.
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