(Official delivery statistics as of July)

I. Monthly Delivery Breakdown (Global Deliveries: Domestic & Overseas Markets)

January: 32,059 units February: 28,067 units March: 50,029 units April: 71,387 units May: 81,569 units June: 93,376 units, a year-on-year increase of 95% July: 101,267 units, a year-on-year increase of 102%

Leapmotor became the first Chinese new-energy startup to deliver over 100,000 vehicles in a single month in July. Its monthly sales volume was roughly equivalent to the combined deliveries of NIO, XPEV and Li Auto.

II. Cumulative Sales Volume by Period

First half of 2026 (Jan-Jun): Cumulative deliveries reached 356,487 units, surging 97% year on year. Leapmotor took a dominant lead among domestic new-energy vehicle startups and was the only startup to exceed 300,000 deliveries in the first half-year. January-July 2026: Total deliveries hit 457,754 units, firmly ranking No.1 among new vehicle startups, with a substantial lead over Li Auto, NIO, XPEV, Huawei Intelligent Automotive Solution and other brands.

III. Industry Ranking

1. New-energy startup segment: Leapmotor has retained the top sales spot from January to July 2026, with its volume nearly doubling that of the second-tier players Li Auto and NIO.

2. Overall new energy vehicle industry: With 101,300 deliveries in July, Leapmotor ranked 4th in the whole industry, only behind BYD, Geely and Chery, outperforming Tesla China (93,600 units).

July Deliveries of Mainstream Rivals

Huawei Intelligent Automotive Solution: 45,046 units XPEV: 38,027 units NIO: 35,934 units Li Auto: 30,468 units

IV. July Sales of Core Models

· A10: Nearly 30,000 units, the best-selling domestic compact SUV;

· B Series: Over 20,000 units monthly;

· C10 & D19: Both maintain monthly sales above 10,000 units, driving robust growth across MPV and SUV categories.

V. Annual Sales Target

Official external target: 1,000,000 annual deliveries Internal challenging target: 1,050,000 units

35.65% of the annual target was accomplished in the first half of the year. An average monthly delivery of over 107,000 units is required for the second half. Having hit the 100,000-unit threshold in July, the pressure on growth has eased steadily.

VI. Core Drivers of Growth

1. Fully self-developed three-electric systems and intelligent driving technology deliver outstanding cost performance, covering a price range of 60,000 to 300,000 RMB;

2. Accelerated overseas exports to Europe, the Middle East and Southeast Asia have become a secondary growth engine;

3. Full-scale volume expansion of the four major product lines (A/B/C/D), coupled with continuous launch of new vehicle models.