9月新能源汽车行业洞察：销量同比持续增长，多家车企交付量创历史新高

Investment Rating - The industry rating is optimistic, indicating a performance better than the relevant market benchmark index [8]. Core Insights - The sales of domestic brands continue to grow year-on-year, with several companies achieving record delivery volumes [3]. - NIO's September delivery volume increased by 35.4% year-on-year and 5.0% month-on-month, totaling 21,181 vehicles delivered [3]. - Li Auto's September delivery volume rose by 48.9% year-on-year and 11.6% month-on-month, reaching a historical high of 53,709 vehicles [3]. - Zeekr's September delivery volume surged by 77% year-on-year and 18% month-on-month, with 21,333 vehicles delivered [3]. - Xiaomi's September delivery exceeded 10,000 vehicles, with plans to ramp up production to 20,000 units in October [3]. Summary by Relevant Sections Domestic Brand Sales - New energy vehicle companies are experiencing sustained year-on-year sales growth, with many achieving record delivery numbers [3]. NIO Performance - In September, NIO delivered 21,181 vehicles, marking a 35.4% increase year-on-year and a 5.0% increase month-on-month [3]. - Cumulative deliveries from January to September reached 149,281 vehicles, up 35.7% year-on-year [3]. Li Auto Performance - Li Auto's September deliveries reached 53,709 vehicles, reflecting a 48.9% year-on-year increase and an 11.6% month-on-month increase [3]. - The total deliveries for the third quarter of 2024 were 152,831 vehicles, up 45.4% year-on-year [3]. Zeekr Performance - Zeekr delivered 21,333 vehicles in September, a 77% year-on-year increase and an 18% month-on-month increase [3]. - Cumulative deliveries from January to September reached 142,873 vehicles, up 81% year-on-year [3]. Xiaomi Performance - Xiaomi's September deliveries surpassed 10,000 vehicles, with plans to increase production to 20,000 units in October [3]. - The company opened 17 new stores in September, bringing the total to 128 across 38 cities [3].