🏢 公司Newsroom09863 零跑汽车Codex · 实盘不做把握 6/10
北京时间·🕒 发布 08-03 21:00:00待核·⟳ 抓取 08-03 20:58:32·⚡ 决策 08-04 13:15:04 +16h16m·84.2 天前
零跑汽车7月全球交付首次突破10万辆，同比翻倍
零跑汽车7月交付101267辆，同比+102%，环比+8.45%，基本面方向对零跑汽车（09863.HK）为正面。
📄 原文09863 零跑汽车↗ 原文
Leapmotor Doubles Deliveries and Breaks the 100.000-Unit Milestone, Record July Performance
In July 2026, Leapmotor reached a major milestone, delivering 101.267 vehicles worldwide, more than doubling its perfor…
不做 零跑汽车（09863.HK）
同一7月交付破10万辆催化已在已处理消息库中由第一财经转述处理过，本条无新增事实，避免重复出卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 零跑汽车7月交付101267辆，同比+102%，环比+8.45%，基本面方向对零跑汽车（09863.HK）为正面。
- 但近72小时已处理过同一7月交付破10万辆催化，当前再出卡属于重复转述，没有新的交易增量。
- 当前股价盘中约40.36港元、当日微跌0.49%，未显示这条重复信息带来新的可执行重定价窗口。
主要风险
- 月度交付数据属于高频经营披露，若没有超预期订单、利润率或指引上修，短线弹性通常弱于订单/盈利催化。
- 若后续公司披露毛利率、海外订单或全年交付指引上修，需作为新事实重新研判。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB未命中同一交付数据的更早有效经营解读，但已处理消息库命中同一催化转述。
检索:零跑汽车 7月 交付 101267 100000 2026
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,713 字
Leapmotor Doubles Deliveries and Breaks the 100.000-Unit Milestone, Record July Performance
In July 2026, Leapmotor reached a major milestone, delivering 101.267 vehicles worldwide, more than doubling its performance from July 2025 (+102% year-on-year).
In July 2026, Leapmotor reached a major milestone, delivering 101.267 vehicles worldwide, more than doubling its performance from July 2025 (+102% year-on-year).
July result marks the first time the company has surpassed the 100.000-unit monthly delivery threshold, making Leapmotor the first Chinese new EV startup to achieve this landmark and reinforcing its position as one of the fastest-growing players in the new energy vehicle industry.
Additionally, July represents the fifth straight month of sequential growth, rising 8,45% from the 93.376 units delivered in June.
In the first seven months of the year, Leapmotor delivered 457.754 vehicles, up 68,42% year-on-year.
In China, Leapmotor continues to accelerate its product offensive. In June, the company introduced refreshed versions of the C10, C11 and C16, alongside its first MPV, the D99. In July, it launched the updated B01 sedan and B10 SUV, both featuring long-range variants with an 800V fast-charging platform, and opened pre-orders for the new A05 compact EV, which will compete in one of China's most contested EV segments.
By breaking the six-figure monthly delivery barrier, Leapmotor has also established a clear lead among China's new-generation EV manufacturers, highlighting the strong momentum behind the brand's rapid expansion and growing market acceptance.
For further information, please contact:
Luigia VAILATI +39 347 3360263
luigia.vailati@stellantis.com
www.stellantis.com
In July 2026, Leapmotor reached a major milestone, delivering 101.267 vehicles worldwide, more than doubling its performance from July 2025 (+102% year-on-year).
In July 2026, Leapmotor reached a major milestone, delivering 101.267 vehicles worldwide, more than doubling its performance from July 2025 (+102% year-on-year).
July result marks the first time the company has surpassed the 100.000-unit monthly delivery threshold, making Leapmotor the first Chinese new EV startup to achieve this landmark and reinforcing its position as one of the fastest-growing players in the new energy vehicle industry.
Additionally, July represents the fifth straight month of sequential growth, rising 8,45% from the 93.376 units delivered in June.
In the first seven months of the year, Leapmotor delivered 457.754 vehicles, up 68,42% year-on-year.
In China, Leapmotor continues to accelerate its product offensive. In June, the company introduced refreshed versions of the C10, C11 and C16, alongside its first MPV, the D99. In July, it launched the updated B01 sedan and B10 SUV, both featuring long-range variants with an 800V fast-charging platform, and opened pre-orders for the new A05 compact EV, which will compete in one of China's most contested EV segments.
By breaking the six-figure monthly delivery barrier, Leapmotor has also established a clear lead among China's new-generation EV manufacturers, highlighting the strong momentum behind the brand's rapid expansion and growing market acceptance.
For further information, please contact:
Luigia VAILATI +39 347 3360263
luigia.vailati@stellantis.com
www.stellantis.com
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