Workflow
零跑八连冠,理想降四成,长城前十月销量完成率不足三成,车企年末冲刺各显神通
Guo Ji Jin Rong Bao·2025-11-03 15:56

Core Insights - In October, new energy vehicle manufacturers NIO, Xpeng, Leapmotor, and Xiaomi all achieved monthly deliveries exceeding 40,000 units, with Leapmotor leading at 70,000 units, setting a new record for monthly deliveries among new forces [1][2]. Group 1: Leapmotor Performance - Leapmotor achieved a record monthly delivery of 71,000 units in October, marking an over 84% increase year-on-year [2]. - The company has shown consistent growth, with monthly deliveries increasing from over 30,000 in March to 67,000 in September [2]. - Leapmotor's product strategy includes the launch of high-end models and a diverse product matrix to cover multiple market segments [2][4]. Group 2: Other New Energy Vehicle Manufacturers - Xpeng delivered 42,000 units in October, a historical high, with a cumulative delivery of 355,000 units from January to October, reflecting a 190% year-on-year increase [5]. - NIO's October deliveries reached 40,400 units, a 92.59% increase year-on-year, supported by the new ES8 model [5]. - Xiaomi reported over 40,000 units delivered in October, although safety incidents have raised concerns about future sales [5]. Group 3: Traditional Automakers - BYD sold 442,000 new energy vehicles in October, with a month-on-month growth of 11.5%, although the growth rate is slowing [6]. - Geely achieved sales of 307,100 units in October, with a year-on-year increase of 35%, marking its first month surpassing 300,000 units [7]. - Chery's overall sales reached 281,000 units in October, with new energy vehicle sales exceeding 110,000 units, a historical high [10]. Group 4: Market Competition - The competition among automakers is intensifying as the year approaches its end, with companies ramping up efforts to boost sales [12].