9月新势力销量：零跑6万，「鹏界米」4万

Core Insights - The article discusses the significant changes in the electric vehicle (EV) market during the "Golden September and Silver October" sales period, highlighting the competitive landscape among new energy vehicle brands in China [2][25]. Delivery Performance - The top three brands in terms of delivery volume are Li Auto, Xiaopeng, and Aion, with Li Auto delivering 66,657 units, a year-on-year increase of 97% [4][5]. - Xiaopeng achieved a record delivery of 41,581 units, marking a 95% year-on-year growth, while Aion's deliveries fell by 19% [4][5]. - Xiaomi's deliveries exceeded 40,000 units for the first time, showing a remarkable 300% year-on-year increase [4][5]. - NIO ranked fifth with 34,749 units delivered, reflecting a 64% year-on-year growth, while Li Auto ranked sixth with 33,951 units, down 37% year-on-year [4][5]. Market Dynamics - The article indicates that traditional automakers' EV brands are growing but struggle to pose a significant threat to the top six new energy brands [6]. - The monthly delivery threshold for leading brands has risen to 40,000 units, creating challenges for brands that cannot meet this benchmark [6]. Brand Strategies - Li Auto's strategy focuses on offering competitive pricing and features in mainstream models, which has resonated with cost-conscious consumers [9]. - Xiaopeng's growth was driven by aggressive promotional financing policies, including zero-interest loans and substantial trade-in subsidies [12]. - Aion's decline suggests a need for reevaluation of its market strategy, while BYD's sub-brand Fangchengbao saw a 345% increase in deliveries, indicating successful market penetration [5][6]. Emerging Trends - The article notes the increasing importance of production capacity, as Xiaomi's recent surge in deliveries was attributed to improved production capabilities [16]. - The introduction of new models, such as NIO's M7, is expected to bolster sales and strengthen market positioning in the high-end segment [13][14]. - The competitive landscape is evolving, with traditional luxury brands beginning to take the EV market seriously, as evidenced by the launch of new models like the Mercedes-Benz electric CLA [26]. Future Outlook - The article suggests that the future of the EV market will be characterized by technological advancements, increased competition from traditional automakers, and a need for brands to differentiate themselves through innovation and multi-brand strategies [27].