小米汽车卖爆了，小鹏也卖疯了

Core 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, driven by various factors including seasonal demand and promotional activities [5][6] Company Performance - Leap Motor: Delivered 66,657 vehicles in September, a year-on-year increase of 97.4% and a cumulative delivery of 395,516 vehicles for the year, up 128.8% [2][3] - Xpeng Motors: Achieved a delivery of 41,581 vehicles in September, a year-on-year growth of approximately 95% and a cumulative total of 313,196 vehicles for the year, reflecting a 218% increase [2][3] - Xiaomi Motors: Reported over 40,000 vehicles delivered in September, with a total of over 260,000 vehicles delivered this year [2] - NIO: Delivered 34,749 vehicles in September, a 64% year-on-year increase, with a total of 201,221 vehicles delivered this year [2][3] - Li Auto: Delivered 33,951 vehicles in September, with a cumulative total of 1,431,021 vehicles since inception [3][4] - Horizon Motors: Reported a total delivery of 52,916 vehicles in September, with a cumulative total exceeding 950,000 vehicles [4] - GAC Aion: Estimated global sales of 28,000 vehicles in September, with significant progress in charging infrastructure [4] - ZEEKR: Achieved sales of 51,159 vehicles in September, marking a year-on-year increase of 8.5% [4] - Lantu Motors: Delivered 15,224 vehicles in September, a 52% year-on-year increase, with a total of 96,992 vehicles delivered this year [5] Market Trends - The overall retail market for narrow passenger vehicles in September is 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%, with new energy vehicles accounting for approximately 1.25 million units and a penetration rate of 58.1% [5] - The new energy vehicle market is expected to enter a phase of rapid growth, supported by the launch of new models and increasing consumer interest [6]