Leapmotor Doubles Its Nearest Rival as China’s June 2026 EV New-Force Rankings Land

The Chinese EV new-force cohort reported June 2026 delivery data on July 1, and the ordering has shifted decisively. Leapmotor shipped 93,376 units globally (+95% YoY) — more than double the next-nearest brand — and passed the 1.5 million cumulative units milestone on June 18. NIO Group at 40,597 (+62.9%) narrowly edged XPeng Group at 40,126 (+15.9%) for second place. Zeekr posted the fastest growth rate at +111% YoY on 35,169 units, and Deepal shipped 33,625 with H1 exports up 141% year-over-year.

Volume Order and H1 Cumulative

Full H1 2026 cumulative totals now confirm the year-end volume hierarchy is essentially set. Leapmotor sits at 356,487 units for the first half, on track for a full-year target above 700,000. NIO Group reached 191,123 with its three-brand structure — NIO 21,908, Onvo 11,743, and Firefly 6,946 splitting June volume. Zeekr closed H1 at 178,370, and Deepal at 164,156, of which 35,795 units were overseas exports (+141% YoY) — the fastest international ramp among the new-force names. XPeng Group’s Q2 alone reached 103,295 units, roughly in line with Zeekr’s Q2 pace, keeping the second-tier premium fight tight into July.

Three Structural Trends

Three cohort-level trends stand out. First, Leapmotor’s volume lead is now structural — its C-series (C10, C11, C16) runs at 20,000+ monthly units per nameplate, and the Stellantis-anchored European program adds recurring export volume. Second, Zeekr’s +111% YoY growth is the fastest in the top five, driven by the Zeekr 9 Series large SUV leading its segment for seven consecutive months and the Middle East plus RHD export expansion. Third, exports are becoming a material share of new-force output — Deepal’s 141% overseas ramp, Leapmotor’s European program, and Zeekr’s Middle East plus ASEAN push all point toward 20–30% of new-force volume originating outside China by year-end 2026.

What to Watch in July

The July delivery data, due on August 1, will be the first read on whether Q3 is a step-up or a plateau. Clean launches of XPeng MONA L03 (preorder July 2), NIO Onvo L90, and the all-new Li Auto L6 would support the step-up thesis. Channel inventory digestion after Q2 promotional pull-forward would support the plateau case. For the H1 export cut and brand-by-brand YoY splits, see iEVChina’s full China EV new-force June rankings.

Edited for madeinchinanews.com.

Source: Autohome + brand official press releases + CnEVPost