Core Viewpoint - NIO Inc. reported a significant increase in vehicle deliveries for October 2025, with a total of 40,397 new cars delivered, marking a year-on-year growth of 92.6% [1] Delivery Breakdown - NIO brand delivered 17,143 new vehicles [1] - Ladao brand delivered 17,342 new vehicles [1] - Firefly brand delivered 5,912 new vehicles [1]

Core Viewpoint - The new energy vehicle market is experiencing a delivery surge in October, with several new car manufacturers reporting record sales figures during the peak sales season [1] Group 1: Company Performance - Leap Motor achieved a record delivery of 70,289 vehicles in October, marking an 84.11% year-on-year increase and a 5.45% month-on-month increase, continuing its lead in the new energy vehicle sector for eight consecutive months [2] - Xpeng Motors delivered 42,013 vehicles in October, a historical high, with a year-on-year increase of 75.66% and a month-on-month increase of 1.04% [3] - NIO delivered 40,397 vehicles in October, reflecting a 92.59% year-on-year increase and a 16.25% month-on-month increase [3][4] - Li Auto delivered 31,367 vehicles in October, a decline of 38.25% year-on-year and a 7.61% decrease month-on-month, indicating a challenging period for the company [2][4] Group 2: Product Developments - Leap Motor is actively expanding its product lineup, with the flagship D19 SUV recently unveiled and the upcoming pre-sale of the Lafa5 model [2] - Xpeng Motors is set to launch the new X9 super range extender model on November 5, featuring advanced battery technology and significant range capabilities [3] - NIO's new ES8 model has reached 10,000 deliveries, with plans for increased production capacity in November, aiming for a 70% boost compared to October [4] Group 3: Market Expansion - Xpeng Motors has expanded its sales and service network to over 49 countries and regions, entering new markets in the Baltic states and Cambodia [3] - Li Auto is focusing on international expansion, opening its first authorized retail center in Uzbekistan and planning to establish centers in Kazakhstan [4]

Core Insights - NIO's October delivery volume surpassed 40,000 units, marking a year-on-year increase of 92.6%, indicating a significant turning point for large electric SUVs [1] - The NIO brand delivered 17,143 new vehicles, while the Ladao brand delivered 17,342 new vehicles, and the Firefly brand delivered 5,912 new vehicles [1] - Cumulatively, NIO has delivered a total of 913,182 new vehicles to date [1] Delivery Performance - The new ES8 achieved 10,000 deliveries within 41 days of its official launch, setting a record for electric vehicles priced above 400,000 yuan [1] - The Ladao L90, launched three months ago, has exceeded 30,000 cumulative deliveries and has maintained the top position in sales of large electric SUVs for three consecutive months [1] - The competitive strength of the product matrix continues to strengthen [1]

Group 1 - NIO delivered 40,397 new vehicles in October, representing a year-on-year increase of 92.6%, marking the first time deliveries exceeded 40,000 units [1] - XPeng Motors achieved a record high monthly delivery of 42,013 new vehicles in October [1] - Li Auto delivered 31,767 new vehicles in October [1] Group 2 - Zeekr Technology sold 61,636 vehicles in October, with a year-on-year growth of 9.8% and a month-on-month increase of 20.5%, marking the first time monthly sales surpassed 60,000 units [1] - Xiaomi Auto delivered over 40,000 new vehicles in October [1] - Leap Motor achieved total deliveries of 70,289 vehicles in October, with a year-on-year growth of over 84% [1] Group 3 - Zhijie Auto's deliveries exceeded 10,000 units in October [1] - Lantu Auto delivered 17,218 new vehicles in October [1] - BAIC New Energy sold 30,542 vehicles in October, with a year-on-year increase of 112% and a month-on-month growth of 48.7% [1] - IM Motors sold 13,159 vehicles in October [1]

Group 1 - The core point of the article highlights the strong performance of various electric vehicle brands during the traditional sales peak in October, with significant year-on-year growth in delivery numbers [1][3][4] - Leap Motor achieved a record delivery of 70,300 vehicles in October, marking an 84% increase year-on-year, and has delivered a total of 465,800 vehicles from January to October, maintaining its position as the top seller among new car manufacturers for eight consecutive months [1] - Xpeng Motors delivered 42,000 vehicles in October, a 76% year-on-year increase, and a total of 355,200 vehicles in the first ten months, reflecting a 190% growth [3] - NIO also surpassed 40,000 deliveries in October, with a total of 40,400 vehicles delivered, showing a 92.6% year-on-year increase [3] - Li Auto reported 31,800 deliveries in October, with a cumulative total of 1,462,800 vehicles delivered by the end of October 2025 [4][5] Group 2 - The article notes that several brands are focusing on increasing production capacity to meet delivery demands, with NIO expecting a 70% increase in production capacity in November compared to October [3] - Xiaomi Auto reported over 40,000 deliveries in October, emphasizing the need to enhance production capacity due to long delivery cycles for certain models [3] - The article discusses various promotional strategies, including tax subsidies and limited-time purchase incentives introduced by several brands to stimulate sales [4][6] - The overall market for electric vehicles is projected to reach 1.32 million units in October, with a penetration rate expected to rise to 60%, potentially setting a new historical high [5][8]

Core Insights - NIO has officially rolled out its 300,000th ES6 vehicle, marking a significant milestone in its production history [1] Group 1 - The ES6 is the best-selling pure electric vehicle in China priced above 300,000 yuan [1] - It is the first model in the Chinese market to reach a production volume of 300,000 units [1]

Group 1 - NIO delivered 40,397 new vehicles in October, representing a year-on-year increase of 92.6%, marking the first time deliveries exceeded 40,000 units [1] - XPeng Motors achieved a record high monthly delivery of 42,013 new vehicles in October [1] - Li Auto delivered 31,767 new vehicles in October [1] Group 2 - Zeekr Technology sold 61,636 vehicles in October, with a year-on-year growth of 9.8% and a month-on-month increase of 20.5%, marking the first time monthly sales surpassed 60,000 units [1] - Xiaomi Auto delivered over 40,000 new vehicles in October [1] - Leap Motor achieved total deliveries of 70,289 vehicles in October, with a year-on-year growth of over 84% [1] Group 3 - Zhijie Auto delivered over 10,000 vehicles in October [1] - Lantu Motors delivered 17,218 new vehicles in October [1] - BAIC New Energy sold 30,542 vehicles in October, with a year-on-year increase of 112% and a month-on-month growth of 48.7% [1] - IM Motors sold 13,159 vehicles in October [1]

Core Insights - NIO delivered 40,397 new vehicles in October 2025, representing a year-on-year increase of 92.6% [1] - The breakdown of deliveries includes 17,143 vehicles from the NIO brand, 17,342 from the Ladao brand, and 5,912 from the Firefly brand [1] - Cumulatively, NIO has delivered a total of 913,182 new vehicles to date [1] Delivery Breakdown - NIO brand cumulative deliveries stand at 779,319 vehicles [1] - Ladao brand cumulative deliveries total 107,621 vehicles [1] - Firefly brand cumulative deliveries amount to 26,242 vehicles [1]

Core Insights - NIO delivered 40,397 new vehicles in October 2025, representing a year-on-year increase of 92.6% [1] - Cumulative deliveries reached 913,182 vehicles, with the NIO brand accounting for 779,319 units [1] Delivery Performance - NIO brand delivered 17,143 vehicles, while the Ladao brand delivered 17,342 vehicles, and the Firefly brand delivered 5,912 vehicles in October 2025 [1] - The new ES8 model achieved 10,000 deliveries, setting a record for electric vehicles priced above 400,000 yuan [1] - The 300,000th ES6 vehicle was officially produced, making it the best-selling model among electric vehicles priced above 300,000 yuan in China [1] Brand Highlights - The Ladao L90 model delivered 33,348 units within three months, maintaining the top position in large electric SUV sales for three consecutive months [1] - The Ladao brand achieved 100,000 deliveries in 385 days, ranking second among new force automotive brands [1] - Firefly continues to lead in the high-end compact car segment [1]

Core Insights - NIO delivered 40,397 new vehicles in October 2025, representing a year-on-year increase of 92.6% [1] - Cumulative deliveries reached 913,182 vehicles, with the NIO brand accounting for 779,319 units [1] Delivery Performance - NIO brand delivered 17,143 vehicles, while the Ladao brand delivered 17,342 vehicles, and the Firefly brand delivered 5,912 vehicles in October 2025 [1] - The new ES8 model achieved 10,000 deliveries, setting a record for electric vehicles priced over 400,000 yuan [1] - The 300,000th ES6 vehicle rolled off the production line, making it the best-selling model among electric vehicles priced above 300,000 yuan in China [1] Brand Highlights - Ladao L90, launched three months ago, delivered 33,348 units, maintaining the top position in large electric SUV sales for three consecutive months [1] - Ladao brand reached 100,000 deliveries in 385 days, ranking second among new force automotive brands [1] - Firefly brand continues to lead in the high-end compact car segment [1]