The Shanghai Auto Show kicked off in late April, with a large number of hot new cars rushing to the market and heavy new energy products being delivered one by one. It is expected to bring a new wave of growth momentum to the new energy market and provide strong support for the overall auto market.

April New Energy Vehicle Market Report: Xiaomi's Car Delivery Falls, New Energy Brands Show Mixed Prices

Recently, whether it is the iterative upgrade of intelligent driving technology or the release of new national standards for power batteries, consumers' expectations for new energy vehicles continue to rise. At the same time, competition among car companies has become increasingly fierce, with many making efforts in product layout, marketing channels, and other aspects, attempting to seize a larger market share.

On the first day of the May Day holiday, the popularity of the car market continued to rise, and several mainstream car companies successively announced the delivery and sales of new energy vehicles in April. With outstanding results, they made their strong voice in the market.

The China Association of Automobile Manufacturers recently stated that due to the promotion of the "two new" policies, the market heat has been relatively high after the Spring Festival, and various regions have also intensively introduced policies to promote consumption since the end of March. In the first half of April, the overall car market still maintained the popularity at the end of March, with steady year-on-year growth. Preliminary estimates suggest that the total retail market size of narrow passenger cars this month is around 1.75 million units, a year-on-year increase of 14.4% and a month on month decrease of -9.8%. It is expected that new energy retail will reach 900000 units, with a penetration rate of 51.4%.

April New Energy Vehicle Market Report: Xiaomi's Car Delivery Falls, New Energy Brands Show Mixed Prices

Zero Run Motors breaks 40000 yuan again, Xiaomi's car delivery falls back

In April, the total number of vehicles delivered by Zero Run reached 41039, a year-on-year increase of over 173%.

In April, Xiaopeng Motors delivered a total of 35045 new cars, a year-on-year increase of 273% and a month on month increase of 6%. It is the only new energy vehicle company with a delivery volume exceeding 30000 for six consecutive months. From January to April, Xiaopeng Motors delivered a total of 129053 new cars, a year-on-year increase of 313%. As of April, Xiaopeng Motors has exceeded the milestone of delivering 700000 vehicles.

In April, Ideal Auto delivered 33939 new cars, a year-on-year increase of 31.6%. As of April 30, 2025, the cumulative historical delivery volume of Ideal Automobile is 1260675 units.

In April, Xiaomi delivered over 28000 vehicles, and the Xiaomi SU7 Ultra dual air duct front hood version has begun to be delivered gradually.

In April, NIO delivered 23900 new cars, a year-on-year increase of 53% and a month on month increase of 58.9%. Among them, NIO brand delivered 19269 new cars; Ledao brand delivered 4400 new cars. As of now, NIO has delivered a total of 737558 new cars. Among them, NIO has delivered a total of 697385 new cars; Ledao brand has delivered a total of 39942 new cars.

In April, Jishi Automobile delivered 1128 vehicles, with a cumulative delivery volume exceeding 10000, reaching 10163 vehicles.

In April, the delivery volume of most of the new car making forces achieved a growth trend, among which Zero Run Automobile once again topped the sales list of the new car making forces; Xiaopeng Motors continues to maintain a high growth trend; Ideal and NIO are steadily growing, and Jishi Motors has once again delivered over 1000 units per month. Due to the impact of the collision accident, Xiaomi Auto's delivery volume has slightly declined compared to last month's 29000 vehicles, marking the first time since its launch that Xiaomi Auto's delivery volume has declined month on month.

April New Energy Vehicle Market Report: Xiaomi's Car Delivery Falls, New Energy Brands Show Mixed Prices

Only 3 new energy brands with sales exceeding 20000 have experienced mixed ups and downs

In April, Geely Galaxy sold 96632 vehicles, a year-on-year increase of 281%. From January to April, the cumulative sales of Geely Galaxy have exceeded 350000 units.

In April, the global sales of GAC Aion reached 28301 units, maintaining a year-on-year positive growth and performing outstandingly in the new energy vehicle market.

In April, the total delivery volume of Shenlan Automobile reached 20138 units, a year-on-year increase of 58%.

In April, Jike sold 13727 vehicles.

In April, the sales of Arctic Fox reached 13018 units, which was the same as March. From January to April, a total of 31642 vehicles were delivered across the entire series, representing a year-on-year increase of 235%.

In April, Avita sold a total of 11681 new cars, a significant increase of 122.6% year-on-year, setting a new historical high.

In April, Lantu Automobile delivered a total of 10019 new cars, a year-on-year increase of 150%. From January to April this year, the cumulative delivery volume of Lantu Automobile has reached 36053, a year-on-year increase of 77%.

In April, Zhiji Automobile delivered 4366 vehicles, a year-on-year increase of 55%.

Overall, the performance of new energy brands of established car companies has fluctuated in April, and the monthly sales of Geely Galaxy are about to exceed the 100000 vehicle mark; Ai'an, Shenlan, Jike, and Zhiji have experienced a month on month decline. It is worth mentioning that in April, multiple brands launched new products successively, which may contribute to the delivery volume in May.

April New Energy Vehicle Market Report: Xiaomi's Car Delivery Falls, New Energy Brands Show Mixed Prices

BYD's monthly sales exceed 380000 vehicles, with both new energy sales increasing year-on-year

In April, BYD sold 380089 new energy vehicles, a year-on-year increase of 21.34%. From January to April this year, BYD's cumulative sales were 1.3809 million vehicles, a year-on-year increase of 46.98%.

In April, Geely Automobile Group sold 125563 new energy vehicles, a year-on-year increase of 144%, accounting for 54% of all car sales.

In April, Chery Group sold 61223 new energy vehicles, a year-on-year increase of 85.5%. From January to April, Chery Group sold a total of 224629 new energy vehicles, a year-on-year increase of 140.7%.

In April, Great Wall Motors sold 28813 new energy vehicle models, a year-on-year increase of 28.42%, accounting for 28.8% of the overall sales.

The China Association of Automobile Manufacturers (CAAM) stated that the Shanghai Auto Show kicked off in late April, with a large number of hot new cars being launched and heavy new energy products being delivered one by one. It is expected to bring a new wave of growth momentum to the new energy market and provide strong support for the overall auto market.

From the perspective of brand structure, the market is showing a clear trend of head concentration. Among traditional car companies, BYD and Geely; Among the new forces, companies such as Zero Run and Xiaopeng continue to widen the gap through product updates and technological layouts, while weaker brands face greater delivery and market pressure. With the intensive launch of new car models, intensified intelligent competition, and the emergence of intelligent driving and supply chain capabilities as new watershed points, the automotive market landscape may continue to reshape.