Core Insights - The Chinese new energy vehicle (NEV) industry has shown remarkable growth in September, with multiple companies achieving record delivery numbers, indicating a strong performance during the peak sales season [1] Group 1: Company Performance - Leap Motor delivered over 60,000 vehicles in September, marking a year-on-year growth of over 97% and achieving a historic monthly sales milestone [24] - Xiaopeng Motors and Xiaomi both surpassed 40,000 deliveries in September, with Xiaopeng delivering 41,581 vehicles, a 95% year-on-year increase, and a total of 313,196 vehicles delivered from January to September, reflecting a 218% increase [2][4] - Li Auto delivered 33,951 vehicles in September, with a total of 93,211 vehicles delivered in Q3, maintaining a leading position in the SUV market priced above 200,000 yuan [8][9] - NIO delivered 34,749 vehicles in September, a 64% year-on-year increase, with cumulative deliveries reaching 872,785 vehicles [12][14] - Zeekr achieved sales of 51,159 vehicles in September, with a year-on-year growth of 8.5% and a month-on-month growth of 14.1% [27][29] - Lantu Motors delivered 15,224 vehicles in September, a 52% year-on-year increase, with a total of 96,992 vehicles delivered from January to September, reflecting an 85% increase [39][41] Group 2: Product Launches and Innovations - Li Auto launched the new five-seat SUV, Li i6, and signed a brand endorsement deal with celebrity Yi Yangqianxi, aiming to enhance brand positioning [11] - Leap Motor plans to unveil its flagship technology platform and the first flagship model, D19, in October, aiming to set a new standard in the luxury segment [24] - Lantu Motors is expanding its product matrix with the launch of the 2026 Lantu Dreamer, which received over 10,000 orders within 18 hours of its release [51] Group 3: Market Expansion and Globalization - Several Chinese automakers are accelerating their global expansion, with Zeekr entering over 60 international markets and Xiaopeng establishing its first European R&D center [52]

Core Viewpoint - The article discusses the emergence of a new market structure in the Chinese electric vehicle (EV) sector, highlighting the shift from the previously dominant "Wei Xiaoli" (Weilai, Xiaopeng, Li Auto) to a new group termed "BIG 6+1," which includes Tesla, Li Auto, Hongmeng Zhixing, Xiaomi, Xiaopeng, NIO, and Zero Run. This shift indicates a significant change in market dynamics as these companies collectively approach or surpass the sales of leading brand BYD, marking the beginning of a new competitive phase in the EV market [4][18]. Market Dynamics - By August 2025, the total insurance registrations of the seven new force car companies approached or briefly exceeded that of BYD, indicating a potential shift in market leadership [4][6]. - The "BIG 6+1" collectively accounted for a market share of approximately 15.25% in August 2025, with BYD holding a share of 13.97% [17]. Definition of New Forces - The term "new forces" in the automotive industry lacks a precise definition, but a simple distinction can be made based on whether a company has the qualification to produce fuel vehicles. Companies without this qualification can only produce pure electric or extended-range products [5][6]. Sales Rankings - In the August 2025 sales rankings, the top seven new force companies were Tesla (57,152 units, 2.81%), Zero Run (51,162 units, 2.52%), Hongmeng Zhixing (40,012 units, 1.97%), Xiaomi (36,396 units, 1.79%), Xiaopeng (34,691 units, 1.71%), NIO (16,434 units, 0.81%), and Li Auto (28,529 units, 1.40%) [6][7]. Product Offerings - The "BIG 6+1" companies have a limited number of main models, with most brands offering around seven models. Tesla, while having many variants, primarily sells three main models [9][8]. - The average selling prices of the brands vary, with Tesla at 29.67 million yuan, Li Auto at 34.90 million yuan, and Zero Run at 12.98 million yuan, indicating a diverse pricing strategy among the new forces [13][15]. Distribution Channels - The distribution network of "BIG 6+1" varies, with Zero Run and Hongmeng Zhixing having the most stores (around 942 and approximately 1,000 respectively), while Tesla and Xiaomi have around 300-400 stores [11][12]. Future Outlook - The article predicts that as the "BIG 6+1" solidifies its market position, it will significantly impact the overall EV market, potentially leading to a new phase of competition and market consolidation [18].

Group 1: Industry Overview - The automotive market in September is a critical period for sales, with over 30 brands launching more than 40 new models, intensifying competition [30][31] - The release of new models is driven by multiple factors, including the upcoming reduction of new energy vehicle purchase tax in 2026, prompting companies to compete for market share in the fourth quarter [32] - Government policies, such as personal consumption loan interest subsidies and local incentives, are influencing consumer purchasing behavior [33][34] Group 2: Company Performance - Xiaopeng Motors delivered 41,581 vehicles in September, marking a 95% year-on-year increase and a 10% month-on-month increase, with total deliveries for the year reaching 313,196 units, up 218% [2][5] - Leap Motor achieved a record delivery of 66,657 vehicles in September, the highest monthly delivery for any new energy vehicle brand in China [6][10] - Li Auto delivered 33,951 vehicles in September, a 19% increase from August, with total deliveries surpassing 1.43 million units [11][14] - NIO delivered 34,749 vehicles in September, a 64% year-on-year increase, with cumulative deliveries reaching 872,785 units [16][18] - Lantu Motors delivered 15,224 vehicles in September, a 52% year-on-year increase, with total deliveries for the year reaching 96,992 units [20][23] - Xiaomi Motors reported over 40,000 vehicle deliveries in September, marking its first month surpassing this threshold [24][26] - Zeekr Technology sold 51,159 vehicles in September, an 8.5% year-on-year increase, maintaining over 40,000 monthly sales for seven consecutive months [28][29]

历年7月、8月都是汽车消费淡季，但这两个月的蓄势也为后续销售旺季积累了充足的能量，千万大奖的推出堪称 正当其时。 作为双节重点促消费活动之一，"国庆放价驾享星城"汽车促消费活动将发出800万元的巨奖。长沙市商务局主要负 责人表示，本次汽车促消费活动是坚决贯彻落实中央、省、市关于"把恢复和扩大消费摆在优先位置"的决策部 署，福利加码，市级大奖全覆盖、车展福利再加码、区县政策同联动、车企让利到底线，让消费者共享喜悦与优 惠。 记者了解到，在"国庆放价 驾享星城"购车抽奖活动中，个人消费者凡于10月1日至10月31日，在长沙市内注册的 汽车销售企业购置乘用车新车（不含二手车、商用车），并取得长沙市机动车销售统一发票（发票日期为2025年 10月1日至10月31日），且车辆含税单价金额在5万元（含）以上，即可参与抽奖。其中：一等奖为49999元现金， 20名；二等奖为现金10000元，100名；三等奖为500元现金或价值600元潇湘一卡通购物卡及优惠券（用户自由选 择），12000名。 长沙晚报掌上长沙10月1日讯（全媒体记者 曹开阳） 国庆、中秋双节序幕拉开，长沙车市迎来了从心动到行动的 季节。10月1日，2025 ...

每经编辑｜毕陆名 10月1日，小米汽车等造车新势力相继发布9月份的交付数据。 小米汽车9月交付量超过40000台。 理想汽车公布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。 小鹏汽车公布最新交付成绩：2025年9月，小鹏汽车共交付新车41,581台，同比增长95%，环比增长10%，单月交付量突破4万台，创下历 史新高。2025年1~9月，小鹏汽车累计交付新车313,196台，同比增长218%。 零跑汽车9月全系交付再创新高，达66657台，同比增长超97%，月销量首次突破6万台。 蔚来汽车9月交付34,749辆汽车，同比增长64.1%。在截至2025年9月的三个月内，蔚来共交付了87,071辆汽车，同比增长40.8%。截至2025 年9月30日，累计交付量已达到872,785辆。 一汽丰田公布9月销售业绩：9月销售新车71031辆；1~9月累计销售新车587011辆，同比增长9.3%。 每日经济新闻综合公开信息 封面图片来源：视觉中国 ...

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； ...

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]

Core Insights - XPeng Inc. reported record vehicle deliveries in September 2025, with 41,581 Smart EVs delivered, marking a 95% year-over-year increase and a 10% month-over-month increase, surpassing the 40,000 monthly deliveries milestone [2][8] - For the third quarter of 2025, XPeng delivered a total of 116,007 Smart EVs, representing a 149% year-over-year increase [2][8] - Cumulative deliveries for the first nine months of 2025 reached 313,196 units, which is a 218% increase compared to the same period in 2024 [2] Production and Milestones - The 10,000th New XPENG P7 was produced in September, making it the fastest model in the company's lineup to achieve 40 jobs per hour on a new production line [3] - XPeng achieved a monthly active user penetration rate of 83% for its XNGP in urban driving, with the rollout of its VLA-powered XNGP featuring door-to-door full scenario ADAS capabilities [4] ESG and Company Overview - XPeng received the highest MSCI ESG Rating of AAA for the third consecutive year, reinforcing its leading position in the global automotive industry [3] - The company focuses on designing, developing, manufacturing, and marketing Smart EVs, targeting technology-savvy middle-class consumers [5]

Core Insights - Xiaopeng Motors reported a record delivery of 41,581 vehicles in September 2025, marking a year-on-year increase of 95% and a month-on-month increase of 10% [1] - For the first nine months of 2025, Xiaopeng Motors achieved cumulative deliveries of 313,196 vehicles, representing a year-on-year growth of 218% [1] Delivery Performance - September 2025 deliveries reached 41,581 units, setting a new historical high for the company [1] - The month-on-month growth of 10% indicates a strong upward trend in delivery performance [1] - Year-on-year growth of 95% highlights the company's significant expansion in the electric vehicle market [1] Cumulative Deliveries - Cumulative deliveries from January to September 2025 totaled 313,196 units [1] - The year-on-year increase of 218% reflects the company's robust growth trajectory in the first three quarters of the year [1]