10月造车新势力交付量曝光，最高超7万台

Core Insights - Multiple electric vehicle brands, including Xiaomi, Li Auto, and XPeng, reported record delivery numbers for October, indicating strong market performance in the EV sector [1][10]. Delivery Performance - Leap Motor achieved a record delivery of 70,289 units in October, marking a year-on-year increase of over 84% [1]. - Xiaomi announced that its delivery volume will consistently exceed 40,000 units by October 2025 [3]. - Li Auto delivered 31,767 new vehicles in October 2025, with a cumulative delivery of 1,462,788 units as of October 31, 2025 [5]. - IM Motors reported sales of 13,159 units in October, setting a new high [7]. - Lantu delivered 17,218 vehicles in October 2025, with a year-to-date growth of 82% [8]. - XPeng achieved a record delivery of 42,013 vehicles in October 2025, with a cumulative delivery of 355,209 units for the year, reflecting a year-on-year growth of 190% [10]. - Zeekr reported sales of 61,636 units in October, showing a year-on-year increase of 9.8% and a month-on-month increase of 20.5% [11]. - BAIC New Energy reached sales of 30,542 units in October, entering the first tier of new energy vehicle companies, with a year-on-year growth of 112% [13]. - NIO delivered 40,397 vehicles in October, marking a year-on-year increase of 92.6% [16]. Market Overview - According to data from the China Passenger Car Association, retail sales of passenger cars from October 1 to 26 totaled 1.613 million units, a year-on-year decrease of 7% [17]. - Wholesale figures for the same period reached 1.871 million units, reflecting a year-on-year decline of 1% [17]. - Cumulatively, retail sales for the year reached 18.621 million units, showing a year-on-year growth of 8% [17].