Zheng Quan Shi Bao Wang·2024-11-01 17:40Group 1: Industry Overview - In October, multiple new energy vehicle companies reported significant sales and delivery figures, with BYD leading the market by achieving a record monthly sales of over 502,700 units, marking a 66.5% year-on-year increase [1] - The "golden September and silver October" sales period showed strong performance across various companies, including Seres, Xiaomi Auto, NIO, Li Auto, Xpeng, and Zeekr, all of which experienced growth in sales and deliveries [1] Group 2: BYD Performance - BYD sold 189,614 pure electric vehicles in October, a 14.56% increase from the previous year, and 310,912 plug-in hybrid vehicles, which represents a 129.30% increase [1] - Cumulatively, BYD sold 3.2505 million new energy vehicles from January to October, reflecting a 36.49% year-on-year growth [1] - BYD's revenue for the first three quarters of 2024 reached 502.25 billion yuan, up 18.9%, with a net profit of 25.24 billion yuan, also up 18.1% [1] Group 3: Li Auto and Seres Growth - Li Auto delivered 51,443 new vehicles in October, a 27.3% year-on-year increase, and has cumulatively delivered 393,300 vehicles in 2024, becoming the first new force car company to surpass one million cumulative deliveries [2] - Seres reported a remarkable October sales figure of 36,011 units, a 104.61% increase, with cumulative sales for the year reaching 352,724 units, up 310.99% [3] Group 4: Other New Energy Vehicle Companies - Leap Motor achieved a record delivery of 38,177 vehicles in October, a 109.7% increase, with over 42,000 orders placed in the same month [4] - Zeekr delivered 25,049 vehicles in October, marking a 92% year-on-year increase and a 17% month-on-month increase, with total deliveries exceeding 360,000 units [4] - Other companies like NIO and Xpeng also reported strong performance, with NIO delivering 20,976 vehicles (30.5% increase) and Xpeng delivering 23,917 vehicles (20% increase) in October [4]