April New Energy Vehicle Market Report: Xiaomi Motors' Deliveries Pull Back, New Energy Brands Show Mixed Performance

Recently, whether it is the iterative upgrade of intelligent driving technology or the release of the new national standard for power batteries, consumer expectations for NEVs have been continuously rising. Meanwhile, competition among automakers has become increasingly intense, with efforts focused on product layout and marketing channels to capture a larger market share.

On the first day of the Labour Day holiday, the car market continued to heat up, with several mainstream automakers announcing their April NEV delivery and sales figures. With impressive results, they made their voices heard in the market.

The CPCA recently stated that due to the boost from the "program of large-scale equipment upgrades and consumer goods trade-ins" policy, the market remained vibrant after the Chinese New Year. Local governments also introduced intensive consumption-boosting policies starting from late March. In the first half of April, the overall car market maintained the momentum of late March, with YoY steady growth. Preliminary estimates suggest that the total retail market size for narrow passenger vehicles this month is around 1.75 million units, up 14.4% YoY and down 9.8% MoM. NEV retail sales are expected to reach 900,000 units, with a penetration rate of 51.4%.

Leap Motor Breaks 40,000 Units Again, Xiaomi Auto Deliveries Pull Back

In April, Leap Motor delivered 41,039 units across its entire lineup, up over 173% YoY.

In April, XPeng Motors delivered 35,045 new vehicles, up 273% YoY and 6% MoM, making it the only emerging automaker to achieve over 30,000 deliveries for six consecutive months. From January to April, XPeng Motors cumulatively delivered 129,053 new vehicles, up 313% YoY. As of April, XPeng Motors has surpassed the milestone of 700,000 cumulative deliveries.

In April, Li Auto delivered 33,939 new vehicles, up 31.6% YoY. As of April 30, 2025, Li Auto's cumulative historical deliveries reached 1,260,675 units.

In April, Xiaomi Auto delivered over 28,000 units, with the Xiaomi SU7 Ultra dual-duct front hood version starting to be delivered in batches.

In April, NIO delivered 23,900 new vehicles, up 53% YoY and 58.9% MoM. Among them, the NIO brand delivered 19,269 units, while the Le Tao brand delivered 4,400 units. To date, NIO has cumulatively delivered 737,558 vehicles, including 697,385 units under the NIO brand and 39,942 units under the Le Tao brand.

In April, Jishi Auto delivered 1,128 units, with cumulative deliveries surpassing 10,000 units, reaching 10,163 units.

Overall, most emerging automakers achieved growth in deliveries in April. Leap Motor once again topped the sales chart among emerging automakers, XPeng Motors maintained high growth momentum, while Li Auto and NIO showed steady growth. Jishi Auto also exceeded 1,000 monthly deliveries again. However, due to the impact of a collision incident, Xiaomi Auto's deliveries slightly pulled back compared to last month's 29,000 units, marking the first MoM decline since its market launch.

Only Three Brands Exceed 20,000 Units, NEV Brands Show Mixed Performance

In April, Geely Galaxy sold 96,632 units, up 281% YoY. From January to April, Geely Galaxy's cumulative sales exceeded 350,000 units.

In April, GAC Aion achieved global sales of 28,301 units, continuing to maintain positive YoY growth and performing prominently in the NEV market.

In April, Deepal delivered 20,138 units across its entire lineup, up 58% YoY.

In April, Zeekr sold 13,727 units.

In April, Arcfox sold 13,018 units, remaining flat compared to March. From January to April, cumulative deliveries across all models reached 31,642 units, up 235% YoY.

In April, Avatr sold 11,681 new vehicles, up 122.6% YoY, setting a new historical high.

In April, VOYAH delivered 10,019 new vehicles, up 150% YoY. From January to April, VOYAH's cumulative deliveries reached 36,053 units, up 77% YoY.

In April, IM Motors delivered 4,366 units, up 55% YoY.

Overall, traditional automakers' NEV brands showed mixed performance in April. Geely Galaxy's monthly sales are approaching the 100,000-unit mark, while Aion, Deepal, Zeekr, and IM Motors experienced MoM declines. Notably, multiple brands launched new products in April, which may contribute to delivery volumes in May.

BYD Monthly Sales Exceed 380,000 Units, NEV Sales All Up YoY

In April, BYD sold 380,089 NEVs, up 21.34% YoY. From January to April, BYD's cumulative sales reached 1.3809 million units, up 46.98% YoY.

In April, Geely Auto Group sold 125,563 NEVs, up 144% YoY, with NEV sales accounting for 54% of total auto sales.

In April, Chery Group sold 61,223 NEVs, up 85.5% YoY. From January to April, Chery Group's cumulative NEV sales reached 224,629 units, up 140.7% YoY.

In April, Great Wall Motor sold 28,813 NEV models, up 28.42% YoY, accounting for 28.8% of total sales.

The CPCA stated that the Shanghai Auto Show kicked off in late April, with a large number of hot new cars launched and major NEV products starting deliveries, which are expected to bring a new wave of growth momentum to the NEV market and provide strong support for the overall car market.

From a brand structure perspective, the market is showing a clear trend of concentration at the top. Among traditional automakers, BYD and Geely; among emerging players, Leap Motor and XPeng are widening the gap through product updates and technological advancements, while weaker brands face greater delivery and market pressure. With the intensive launch of new models, intensified competition in smart technologies, and intelligent driving and supply chain capabilities becoming new differentiators, the car market landscape is expected to continue reshaping.