Mei Ri Jing Ji Xin Wen·2025-10-01 14:24Core Insights - In September, multiple new energy vehicle brands reported significant delivery numbers, with Leap Motor leading the pack with a record-breaking delivery of 66,657 vehicles, marking a year-on-year increase of over 97% [1][2] - The overall performance of the new energy vehicle market in September met expectations, with a total retail market for narrow passenger cars estimated at around 2.15 million units, reflecting a month-on-month growth of 6.5% and a year-on-year growth of 2.0% [11] Company Performance - Leap Motor: Delivered 66,657 vehicles in September, achieving a year-on-year growth of 97.4% and a cumulative delivery of 395,516 vehicles for the year, up 128.8% [2][1] - Xpeng Motors: Reported 41,581 vehicle deliveries in September, a year-on-year increase of approximately 95% and a cumulative total of 313,196 vehicles for the year, up 218% [2][3] - Xiaomi Motors: Exceeded 40,000 vehicle deliveries in September, with a total of over 260,000 vehicles delivered this year [2][3] - NIO: Delivered 34,749 vehicles in September, a year-on-year increase of 64%, with a cumulative total of 872,785 vehicles delivered [6] - Li Auto: Reported 33,951 vehicle deliveries in September, with a cumulative total of 1,431,021 vehicles delivered [8] - Zeekr Technology: Achieved 51,159 vehicle deliveries in September, marking a year-on-year growth of 8.5% [9] - Lantu Motors: Delivered 15,224 vehicles in September, a year-on-year increase of 52% [9] Market Trends - The new energy vehicle market is experiencing a surge in demand, driven by seasonal factors such as back-to-school purchases and wedding-related vehicle needs, alongside promotional activities by dealers [11] - The penetration rate of new energy vehicles reached approximately 58.1% in September, indicating a strong market presence [11] - The upcoming product launches and new model deliveries are expected to further boost market growth, with the industry entering a new phase of rapid expansion [11]