极氪汽车：9月交付51159辆汽车，同比增长8.5%； 零跑汽车：9月全系交付达66657台，同比增长超97%； 智己汽车：9月销量11107台； 岚图汽车：9月交付15224辆，1—9月累计同比增长85%。 (本文来自第一财经) 蔚来公司：9月交付新车34749台，同比增长64%； 理想汽车：9月交付新车33951辆； 小鹏汽车：9月共交付新车41581台，同比增长95%； 小米汽车：9月交付量超过40000台； ...

Core Viewpoint - The launch of the Li Auto i6 is seen as a timely solution for the company to address current market pressures and competition, particularly in the electric vehicle segment [1][17]. Group 1: Brand Strategy and Marketing - Li Auto's founder, Li Xiang, initially stated that the company would not use celebrity endorsements, emphasizing that car owners are the best brand ambassadors [1]. - However, at the i6 launch event, Li Auto announced its first brand ambassador, celebrity Yi Yangqianxi, who appeals strongly to Generation Z [3]. - The marketing strategy has shifted to target younger consumers, moving away from the previous focus on family-oriented vehicles [5][6]. Group 2: Product Features and Design - The i6 is priced starting at 249,800 RMB (approximately 24.98 million RMB), making it competitive against similar models like the Xiaomi YU7 [6]. - The design of the i6 emphasizes aerodynamics and spaciousness, featuring a rounded front and sloping rear, which distinguishes it from traditional SUVs [8][10]. - The interior includes advanced features such as dual screens in the front, a 21.4-inch entertainment screen in the rear, and a "single bed mode" for added comfort [12][14]. Group 3: Market Position and Sales Expectations - Li Auto's i6 is positioned to attract young consumers who prioritize comfort and outdoor activities rather than extreme performance [16]. - The company anticipates a significant demand for the i6, with over 20,000 pre-orders on the launch day, and expects monthly sales of 9,000 to 10,000 units [17][19]. - Despite the competitive pricing and features, Li Xiang noted that the i6 has the lowest profit margin in the company's history, indicating a strategic shift towards electric vehicles to alleviate pressure from its range-extended models [24].

新京报贝壳财经讯 10月1日，理想汽车公布2025年9月交付数据。2025年9月，理想汽车交付新车33951 辆。2025年第三季度，理想汽车交付93211辆。截至2025年9月30日，理想汽车历史累计交付量为 1431021辆。 编辑 王琳琳 截至2025年9月30日，理想汽车在全国已有542家零售中心，覆盖157个城市；售后维修中心及授权钣喷 中心546家，覆盖225个城市。理想汽车在全国已投入使用3420座理想超充站，拥有18897个充电桩。 ...

Group 1: Delivery Performance - Xpeng Motors delivered 41,581 vehicles in September, representing a year-on-year increase of 95% and a month-on-month increase of 10%, achieving a historical monthly delivery high of over 40,000 units [1] - From January to September 2025, Xpeng Motors accumulated total deliveries of 313,196 vehicles, marking a year-on-year growth of 218% [1] - Leap Motor achieved a record high delivery of 66,657 vehicles in September, with a year-on-year growth of over 97%, marking the first time monthly sales surpassed 60,000 units [1] - Li Auto delivered 33,951 vehicles in September, with total deliveries for the third quarter of 2025 reaching 93,211 vehicles [1] - Lantu Motors delivered 15,224 vehicles in September, with a cumulative year-on-year growth of 85% from January to September [2] Group 2: Infrastructure and Expansion - Li Auto has established 542 retail centers across 157 cities in the country as of September 30 [1] - The company has also deployed 3,420 Li Supercharging stations, with a total of 18,897 charging piles in operation [1] - Leap Motor is set to unveil its flagship technology platform and first flagship model D19 globally in October [1]

Core Viewpoint - Multiple automotive companies reported their September electric vehicle delivery data, showcasing significant growth in the sector, particularly for domestic brands [1] Company Summaries - **Leap Motor**: Achieved a record high delivery of 66,657 units in September, representing a year-on-year increase of over 97%. This marks the first time monthly sales surpassed 60,000 units [1] - **Li Auto**: Delivered 33,951 new vehicles in September. By the third quarter of 2025, Li Auto's deliveries reached 93,211 units. As of September 30, 2025, the total cumulative delivery volume stands at 1.431021 million units [1] - **Xpeng Motors**: Delivered 41,581 new vehicles in September, reflecting a year-on-year growth of 95% and a month-on-month increase of 10%. The monthly delivery volume exceeded 40,000 units, setting a new historical high. From January to September 2025, Xpeng's cumulative deliveries reached 313,196 units, marking a year-on-year increase of 218% [1] - **Lantu Motors**: Delivered 15,224 units in September, with a cumulative year-on-year growth of 85% from January to September [1]

智通财经APP获悉，10月1日，理想汽车(02015)公布2025年9月交付数据。2025年9月，理想汽车交付新车33,951辆。2025年第三季度，理想汽车交付93,211 辆。截至2025年9月30日，理想汽车历史累计交付量为1,431,021辆。 the state the state the state the state of the e and the state and and ...

每经AI快讯，10月1日，据理想汽车官微，理想汽车9月交付33951辆汽车，第三季度累计交付93211 辆。 ...

Core Insights - In September 2025, Li Auto delivered 33,951 new vehicles [1] - In the third quarter of 2025, Li Auto's total vehicle deliveries reached 93,211 [1] - As of September 30, 2025, Li Auto has established 542 retail centers across 157 cities in China [1] - The company has deployed 3,420 Li Supercharging stations, with a total of 18,897 charging piles in operation [1]

Company Performance - Li Auto delivered 33,951 vehicles in September 2025, totaling 93,211 deliveries for the third quarter [1] - Cumulative deliveries reached 1,431,021 as of September 30, 2025 [1] Market Position - Li Auto maintains its leading position in the RMB200,000 and above SUV market in China, ranking first in cumulative sales from January to August 2025 [2] Product Launch - The Company officially launched the Li i6, a five-seat battery electric SUV, on September 26, 2025, with deliveries commencing the following day [2] Infrastructure Development - As of September 30, 2025, Li Auto operated 542 retail stores in 157 cities and 546 servicing centers across 225 cities [3] - The Company has 3,420 supercharging stations with 18,897 charging stalls in operation in China [3] Company Overview - Li Auto is a leader in China's new energy vehicle market, focusing on premium smart electric vehicles and extended-range electric vehicles [4] - The Company aims to create safe, convenient, and comfortable products and services through innovation in technology and business models [4] - Li Auto's current model lineup includes a high-tech flagship family MPV, four Li L series extended-range electric SUVs, and two Li i series battery electric SUVs [4]

Group 1 - The core viewpoint of the article highlights the positive market response for Chinese electric vehicle manufacturers, with NIO, Li Auto, and Xpeng experiencing significant stock price increases [1] - The National Development and Reform Commission (NDRC) has allocated 69 billion yuan in special long-term bonds to support the consumption of new vehicles through trade-in programs, completing the annual allocation of 300 billion yuan in central funds [1] - The traditional peak sales season in September, combined with the full rollout of national subsidies and local purchase incentives, has led to increased consumer enthusiasm for vehicle purchases [1] Group 2 - Data from the China Passenger Car Association indicates that retail sales of passenger vehicles reached 1.776 million units from September 1 to 27, showing no year-on-year growth but a 12% increase compared to the previous month [1]