On August 4, LI AUTO-W fell 3.38% in regular trading, trading at 50.15 HKD/share, with turnover of 1.68 billion HKD. Selling pressure continued following the company's recently disclosed July delivery figures.

LI AUTO-W reported July deliveries of 30,468 vehicles, down 0.9% year-over-year and 1.4% month-over-month, making it the only mainstream leading NEV brand to post simultaneous YoY and MoM declines. In contrast, Leapmotor broke through 100,000 units in monthly deliveries, while Xpeng delivered 38,027 vehicles and NIO delivered 35,934 vehicles, highlighting an accelerating divergence in the competitive landscape.

The broader automobile manufacturing sector also weakened on the day, with SERES falling 5.0%, Xpeng falling 3.67%, Geely Auto falling 2.91%, and Great Wall Motor falling 1.79%, amplifying downward pressure on individual stocks through sector-wide resonance.

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