汽车视点 | 零跑“狂奔”、理想“掉队”，“银十”过后谁将率先完成年终销量目标？

Core Insights - The automotive industry experienced significant sales growth in October, with nearly 90% of major car manufacturers reporting an increase in sales for the first ten months of the year, indicating a strong performance during the "Golden September and Silver October" sales period [1][2][10] - New energy vehicle (NEV) sales are projected to reach approximately 1.32 million units in October, with a penetration rate expected to rise to 60% [2] - Companies like Geely, Leapmotor, and Xpeng have shown remarkable sales growth, with Xpeng's sales nearing three times that of the same period last year [1][6][7] - In contrast, Li Auto has faced a significant decline in sales, with a drop of nearly 40% in October, marking five consecutive months of decline [1][8] Group 1: Sales Performance - 76% of the 25 major car manufacturers reported a year-on-year increase in October sales [2] - BYD achieved a total of 370.2 thousand units in cumulative sales from January to October, maintaining its lead in the industry despite a slight year-on-year decline in October [4][6] - Geely's October sales reached 307 thousand units, a 35% increase year-on-year, marking a record for the month [6][11] Group 2: New Energy Vehicles - Leapmotor and Xpeng both reported cumulative delivery increases of over 100% year-on-year, with Leapmotor's sales surpassing 70 thousand units in October [7][12] - The new energy vehicle segment is seeing rapid growth, with several brands achieving sales increases of over 75% in October [7][8] Group 3: Challenges and Outlook - Li Auto's sales have significantly declined, with a 38% drop in October, attributed to poor market feedback on its pure electric products [8][13] - GAC Aion has also faced challenges, with six consecutive months of year-on-year sales declines, indicating difficulties in brand recognition and product offerings [8] - The overall market outlook remains positive, with several manufacturers expected to meet or exceed their annual sales targets, driven by strong consumer demand and new product launches [10][12]