Last time, we interpreted the June sales performance of new-energy startups.

This time, let's look at the performance of emerging automakers (i.e., new-energy brands from traditional automakers).

The content is long, so like and then read—make it a habit.

Now, enjoy.

Zeekr: 35,169 units

IM Motors: 6,197 units

Avatar: 7,459 units

VOYAH: 14,223 units

Tengshi: 20,352 units

01 Zeekr

Zeekr delivered 35,169 units in June.

In May, it was 34,377 units, and in April, 31,787 units, marking three consecutive months of stable sales exceeding 30,000 units this year.

Among emerging brands, Zeekr has the most stable and strongest growth momentum.

In May, only one model, the 2026 009, was launched, and no new models were introduced in June. However, with its existing lineup, Zeekr achieved sales exceeding 35,000 units, indicating a stable position in the high-end luxury segment. In the first half of the year, Zeekr delivered a cumulative total of 178,370 units.

Zeekr's annual sales target for this year is 300,000 units.

This means that the KPI of 150,000 units for the first half of the year has been overfulfill (overfulfilled). Zeekr's plans for the second half of 2026 focus on the implementation of globalization strategies and the deepening of its product matrix.

Domestically, the focus is on upgrading existing model configurations and accelerating deliveries, while overseas efforts concentrate on flagship model exports and market expansion.

In the domestic market, Zeekr 8X Qianli Haohan G-ASDH9 version is about to commence deliveries. Overseas, the 9-series dual flagship models will be exported. The Zeekr 9X will officially launch in the Middle East in the third quarter of this year and will subsequently enter major global markets such as Europe, Latin America, and Central Asia. The Zeekr 009 Glorious will land in Hong Kong, China, in the fourth quarter of this year.

02 IM Motors

IM Motors sold 6,197 units in June, experiencing a slight callback (decline) compared to April and May.

In the first half of the year, IM Motors delivered a cumulative total of 40,087 units, a year-on-year increase of 58%.

Currently, the existing LS6 and L6 models are in the process of clearing inventory, still contributing a certain volume of sales. The LS8 is still in its sales window and is gradually increasing in volume. Sales of the LS9 have been slightly sluggish, with only over 1,000 units sold in the past few months.

However, the good news is that IM Motors will see a Intensive advertising period (period of dense (intensive) product launches) in the second half of the year, fully releasing its brand growth potential. The IM Motors LS9 Hyper will officially launch on July 16.

The all-electric version of the IM Motors LS8 has completed its declaration with the MIIT and will form a 'range-extended + all-electric' dual power combination with the existing super range-extended version.

The new IM Motors LS6 and the all-new L6 will also be officially refreshed and launched in the third quarter.

With the refreshment and expansion of these models, IM Motors' sales performance in the coming period is worth anticipating.

03 Avatar

Avatar delivered 7,459 units in June, compared to 7,336 units in May.

The same remark applies: there is a clear lack of momentum.

In the first half of the year, Avatar launched two new models: the new Avatar 12 and the all-new sports sedan Avatar 06T.

Both models were launched in April.

No new models were introduced in May and June.

Therefore, the current sales volume actually illustrates two issues:

1. The market order performance of the new models is average, with insufficient growth momentum.

2. Now, 7,000-plus units seem to be the ceiling.

Although Avatar's original design is unconventional, through the 06T and 07L models, it is evident that Avatar has convergence (restrained) its front-end design somewhat while adding a touch of sophistication.

However, for Avatar now, this helps, but not significantly.

As previously mentioned, Avatar's most critical issue now is not sales but rather its inability to find its own path and direction.

There are too many issues in product (including definition and SKU planning), marketing (over-reliance on Huawei), and internal organization.

If Avatar cannot address these issues itself, its journey ahead will remain challenging.

The Avatar 07L is also coming, with pre-sales starting in mid-July and an official launch in early August.

This means that the current sluggish sales will persist for a while, with potential signs of recovery only after the 07L's launch.

Avatar is currently in the process of a second application for listing on the Hong Kong Stock Exchange, and I will also produce an analysis piece on this when I have time.

04 VOYAH

VOYAH delivered 14,223 units in June, a slight increase from 13,003 units in May.

In the first half of the year, VOYAH delivered a cumulative total of 76,264 units, a year-on-year increase of 36%, showing a steady improvement. In such a fiercely competitive market this year, achieving a consistent and steady increase in sales is indeed commendable.

The core reason is that VOYAH is gradually moving away from reliance on a single blockbuster model and transitioning to a new phase of coordinated development across multiple models. In the high-end MPV segment, the VOYAH Dreamer remains the sales champion in the 300,000-700,000 yuan market segment (segment).

In the SUV segment, the VOYAH Taishan X8 received over 15,000 orders within 18 hours of its launch (on May 22), achieving immediate popularity, with over 93% of users choosing the Ultra and above high-end versions. Meanwhile, the VOYAH Taishan X8 EV also officially rolled off the production line at the Yunfeng Factory on June 30.

In July, the all-electric version of the VOYAH Taishan X8 will officially commence deliveries, with both all-electric and range-extended versions working in tandem. The addition of the Taishan X8 has contributed new increment (incremental) volume to VOYAH. In the second half of the year, VOYAH will introduce two new models.

In mid-July, the VOYAH Zhiguang S will open for pre-sales, featuring Huawei's Qiankun 896-line new four-laser radar.

Its unique technologies and experiences, targeting the Tesla Model Y and Xiaomi YU7, as well as its pricing and SKU offerings, are noteworthy and will determine whether this model can achieve significant sales.

In the second half of the year, VOYAH will also launch a 500,000 yuan-class new product (codenamed Everest), covering the 300,000, 400,000, and 500,000 yuan price ranges alongside the current Dreamer.

Additionally, VOYAH is accelerating its globalization strategy, fully implementing three major initiatives: 'deepening in Europe, expanding in the Middle East, and entering right-hand drive markets.'

On June 2, Olivier, Executive Vice President of Stellantis Group and Head of China and Asia-Pacific Region, visited VOYAH, marking a substantive stage in their cooperation.

Previously, Dongfeng Motor partnered with Stellantis Group to establish a joint venture in Europe responsible for the sales and distribution of VOYAH vehicles in agreed European markets and to advance the localized production of VOYAH vehicles at the Renault factory in Rennes, France.

On June 17, the VOYAH brand was launched in Saudi Arabia, not only deepening its presence in the Middle East market but also representing an important milestone in VOYAH's globalization strategy.

Meanwhile, the right-hand drive version of the VOYAH Dreamer will be launched within the year, with plans to expand to countries such as the UK and Australia, fully targeting right-hand drive markets.

05 Tengshi

First of all, congratulations to Tengshi for finally shedding the 'Teng 10,000' label.

Because Tengshi's sales in June exceeded 20,000 units, reaching 20,352 units.

Here are the sales details:

It can be seen that the refreshed 2026 D9, launched at the end of April, has started to gain traction, with over 8,000 units sold in June.

As for the Tengshi Z9GT, sales have slightly increased. The Tengshi N8L Flash Charge version was launched on June 23 and sold 4,002 units in just seven days, achieving immediate popularity.

However, it must be pointed out that it is currently unknown whether the sales momentum of the N8L Flash Charge version is sustainable. Taking last year's N9 and N8L as examples, they were relatively popular upon launch but experienced a rapid decline in sales by March-April this year (with N8L selling just over a thousand units per month and N9 dropping to several hundred units).

So, whether the same will happen with the N8L Flash Charge and N9L Flash Charge versions this year is a valid question. Currently, the N9 Flash Charge version shows signs of a immediate flop upon launch.

It was launched on May 18, but sales in May and June were only around 1,500 to 1,600 units, indicating sluggish performance.

In summary, the Z9GT is the largest source of incremental sales, the D9 continues to solidify its position as the luxury MPV champion, and the N8L Flash Charge version achieves immediate popularity upon launch, collectively driving the sales breakthrough.

Previously, Tengshi's General Manager Li Hui stated that 2026 would be a significant year for Tengshi's products, with 12 product launches planned throughout the year. In the first half of this year, except for January and February, Tengshi has launched a new model almost every month.

Therefore, many new models are expected to be launched in the second half of the year. Tengshi's sales performance in the second half of the year is worth anticipating.

It is also worth mentioning that, according to LatePost Auto, BYD plans to push its sub-brands to become financially self-sufficient. This is quite interesting.

Previously, I have criticized Tengshi for various issues in product design and organizational efficiency, suggesting that relying on BYD's support has made Tengshi somewhat complacent.

Now, with sub-brands required to become financially self-sufficient, whether Tengshi can achieve new improvements in product, marketing, and organizational efficiency is a valid question.

Let's wait and see.

The end.