Mei Ri Jing Ji Xin Wen·2025-10-01 11:53Core Insights - Multiple electric vehicle brands in China reported significant delivery increases for September, with Leap Motor leading the way with a record-breaking delivery of 66,657 vehicles, marking a year-on-year growth of over 97% [1][3] - The overall performance of the electric vehicle market in September aligns with expectations, driven by seasonal demand and new product launches [11] Company Summaries - Leap Motor: Delivered 66,657 vehicles in September, a 97% year-on-year increase. Total deliveries from January to September reached 395,516 vehicles, up 128.8% [1][3] - Xpeng Motors: Achieved 41,581 deliveries in September, a 95% year-on-year increase and a 10% month-on-month increase. Total deliveries for the year reached 313,196 vehicles, up 218% [3][4] - Xiaomi Motors: Reported over 40,000 deliveries in September and opened 32 new stores, bringing the total to 402 across 119 cities [5] - NIO: Delivered 34,749 vehicles in September, a 64% year-on-year increase. Cumulative deliveries reached 872,785 vehicles [5][6] - Li Auto: Delivered 33,951 vehicles in September, with a total of 143,1021 cumulative deliveries. The company maintains a leading position in the SUV market above 200,000 yuan [6] - Zeekr Technology: Reported 51,159 vehicles sold in September, an 8.5% year-on-year increase, marking the seventh consecutive month of over 40,000 sales [7] - Lantu Motors: Delivered 15,224 vehicles in September, a 52% year-on-year increase, with total deliveries reaching 96,992 [7] - IM Motors: Announced 11,107 vehicles sold in September, an 81.8% month-on-month increase [7] Market Overview - The overall retail market for narrow passenger vehicles in September is estimated at around 2.15 million units, reflecting a 6.5% month-on-month increase and a 2.0% year-on-year increase. The retail sales of new energy vehicles are projected to reach approximately 1.25 million units, with a penetration rate of 58.1% [11]