TMTPOST --   A   number of Chinese electric   vehicle ( EV )   makers, including   the newcomer Xiaomi Inc.,    set their monthly   delivery records   as they are bracing   peak   season.

Credit：Xiaomi

Xiaomi Auto announced it has shipped more than 40,000 vehicles   in September,   representing   a 195%   year-over-year ( YoY )   surge   and   a 9.9%   consequential increase. That is   the first time for   Xiaomi ’ s EV unit to   top   the 40,000-unit mark   and   its   delivery volume two   months earlier   just   crossed   the 30,000-EV   delivery   mark.  

Xiaomi has   delivered over 300,000 cars since it   started shipping its first EV model SU7 in April 2024.   For the second quarter alone, the delivery   rose 197.7% YoY to 81,302 units.   With the   pace, the company   is   well on the track to meet its   upgraded annual target of 350,000 units   ahead of schedule.   Xiaomi on March 18 revealed it has lifted annual target to 350,000 vehicles. That marked an increase of 16.7%, or 50,000 units, from its previous target.

Xiaomi ’ s domestic   peers   also   recorded robust   delivery growth in September.

Zhejiang Leapmotor Technologies Ltd., maintained its leadership in the emerging home-grown Chinese EV startup   by delivery volume   for the seventh   consecutive month.   Leapmotor ’ s delivery   popped   97%   YoY to 66,657   cars,   first   shipping over 60,000   EVs in a   month.   The Stellantis   NV's Chinese partner   last week   announced it   produced its millionth   vehicle   on September 25, just 343   days after hitting the   500,000   mark.   That broke a record   pace among China ’ s new   energy   vehilce   ( NEV ) brands.  

Xpeng Inc. delivered 41,581   Smart EVs, marking a 95% YoY increase. The monthly delivery for   the first time   exceeded the 40,000-unit   milestone   after surpassing   30,000 units for the tenth consecutive month. For the third quarter of 2025,   Xpeng   delivered 116,007 EVs   with   a 149% YoY   rise. Cumulative deliveries for the first nine months of the year   reached 313,196 units, representing a 218% YoY   increase.

September saw   the   10,000 the new   Xpeng   P7   officially rolled off the production   line, making the sedan the fastest model in the automaker ’ s lineup to achieve 40 jobs per hour   ( JPH )   on   a new production line.

Nio Inc. delivery in September   advanced   64.1%   YoY to 34,749 vehicles, refreshing   its monthly record. The deliveries consisted of 13,728   vehicles from the company ’ s premium smart electric vehicle brand Nio, 15,246   vehicles from its family-oriented smart EV brand ONVO, and   5,755 vehicles from its small smart high-end brand   Firefly. The company delivered 87,071   vehicles   for the thrid   quarter, hitting a new   quarterly high with a   YoY   increase of 40.8%.

Li Auto said it delivered   33,951 vehicles in   September   with a 19% increase from a month ago.   The   deliveries   dropped   37%   YoY   and below   a Deutsche   Bank   target   of 35,000.   Delivery for the third quarter   shed 39% YoY to   93,211 units.   But the new launch is expected   to boost sales   in the coming   months.   The company officially   launched Li i6, a five-seat battery electric SUV, on September 26, and commenced deliveries on the following day.

China ’ s top EV maker   BYD Co. Ltd in September   sold 396,270   NEVs, including electric and plug-in hybrid vehicles. The sales gained   6.1% month-over-month   and   fell   5.5% YoY increase a month earlier, still   beating the Deutsche Bank estimated 380,000   units.

In homeland, BYD   sold around 325,400 vehicles with a 15.8%   YoY   decrease, reflecting   the difficluty in maintaining the high-speed growth momentum amid the intense competiton and   the   cooling price   war.   But the   company ’ s   global expansion   paid   off   and served   as a   key   driver   of   total sales. Its sales   overseas   reached 71,256   units, and   out of which   were   70,851 passenger vehicles and pickup   trucks,   surging 107% YoY.