十月新能源汽车销量首超新车总销量一半

Core Insights - The core viewpoint of the articles highlights the rapid growth of China's new energy vehicle (NEV) market, with NEV sales surpassing 50% of total vehicle sales for the first time in October 2025, indicating a significant shift in consumer preferences towards electric vehicles [1][2]. Group 1: Market Performance - In the first ten months of this year, China's total vehicle production and sales reached 27.69 million units, with a year-on-year growth of over 10% [1]. - NEV production and sales during the same period were 13.015 million and 12.943 million units, respectively, reflecting year-on-year increases of 33.1% and 32.7% [1]. - In October, NEV monthly sales exceeded 50% of total vehicle sales for the first time, reaching 51.6% [1]. Group 2: Export Growth - NEV exports from January to October amounted to 2.014 million units, marking a year-on-year growth of 90.4%, and representing the first time annual exports surpassed 2 million units [1]. Group 3: Company Performance - Xpeng Motors delivered 42,000 new vehicles in October, setting a monthly record and surpassing 40,000 units for two consecutive months, with total deliveries reaching 355,200 units in the first ten months, a year-on-year increase of 190% [1]. - Leap Motor achieved a delivery of 70,300 units in October, a year-on-year growth of over 84%, marking the first time its monthly deliveries exceeded 70,000 units [1]. Group 4: Market Drivers - The high growth of the NEV market this year is attributed to several factors, including effective vehicle trade-in subsidy policies, which have broad coverage and significant impact [2]. - The upcoming halving of the NEV purchase tax in the next year is expected to create a consumer rush to purchase vehicles, leading to a new consumption peak in the NEV market [2]. - Continuous innovation in product offerings, technological upgrades, and improvements in charging infrastructure have also contributed to the robust growth of the NEV market [2].