电动车公社·2025-11-01 16:40Core Viewpoint - The automotive industry is experiencing a strong performance in October, with many companies reporting higher sales than in September, particularly in the electric vehicle (EV) segment. The year-end sales surge is anticipated to be significant due to various incentives and tax policies [1][4]. Group 1: BYD - In October, BYD's passenger car sales reached 436,856 units, maintaining a leading position in the EV market with over 3.7 million cumulative sales in the first ten months of the year [2][4]. - The sales breakdown includes 395,015 units from the Dynasty and Ocean series, 31,052 from the Fangcheng Leopard, 10,135 from Tengshi, and 654 from Yangwang [2]. Group 2: Geely - Geely's total sales in October were 307,133 units, with 177,882 units being electric vehicles. The Galaxy brand contributed 245,497 units, while Lynk & Co and Zeekr added 40,213 and 21,423 units, respectively [5][6]. - Geely's sales have shown rapid growth, particularly with the Galaxy brand doubling its sales compared to the previous month [8]. Group 3: Chery - Chery achieved a significant milestone with its monthly EV sales surpassing 110,000 units for the first time, driven by the newly launched Fengyun T11, which received nearly 40,000 orders within 24 hours [12]. Group 4: SAIC-GM-Wuling - SAIC-GM-Wuling reported total sales of 174,956 units in October, with 123,147 units being electric vehicles. The Hongguang MINI EV was a key contributor to this success [13][17]. Group 5: Great Wall Motors - Great Wall Motors sold 143,078 units in October, with 46,155 units being electric vehicles. The company is accelerating its transition to electric vehicles and achieving success in high-end and overseas markets [19]. Group 6: Leap Motor - Leap Motor delivered 70,289 units in October, showing strong momentum in the 100,000 to 200,000 yuan price range. The company is expanding its product line with new models [6][21]. Group 7: Huawei's Hongmeng Zhixing - Hongmeng Zhixing delivered 68,216 units in October, with significant contributions from the Zhijie and Xiangjie models. The company is focusing on increasing production capacity and solidifying its position in the high-end market [21][23]. Group 8: NIO - NIO delivered 40,397 units in October, with the brand's performance driven by the successful launch of new models and organizational efficiency improvements [26][30]. Group 9: Xiaomi - Xiaomi's electric vehicle sales exceeded 40,000 units in October, supported by a tax subsidy policy that has garnered positive feedback from consumers [31][33]. Group 10: Deep Blue and Avita - Deep Blue reported global deliveries of 36,792 units in October, with the Deep Blue S05 being a major contributor. The brand's cumulative sales increased by 57.1% year-on-year [11][35]. Group 11: Li Auto - Li Auto delivered 31,767 units in October, facing intense competition but maintaining a dual strategy of range-extended and pure electric vehicles [12][38]. Group 12: Dongfeng Yipai Technology - Dongfeng Yipai Technology achieved sales of 31,107 units in October, benefiting from the integration of multiple sub-brands [39]. Group 13: BAIC New Energy - BAIC New Energy sold 30,542 units in October, with significant contributions from the Arcfox and Xiangjie brands [40][42]. Group 14: FAW Bestune - FAW Bestune's sales reached 20,400 units in October, with 18,468 units being electric vehicles, indicating a successful transition towards electrification [15][44]. Group 15: Lantu - Lantu delivered 17,218 units in October, focusing on flagship models and technological upgrades in collaboration with Huawei [16][46]. Group 16: IM Motors - IM Motors delivered 13,159 units in October, with the launch of the LS6 model contributing to a new monthly delivery record [17][48]. Group 17: Jishi Motors - Jishi Motors delivered 1,426 units in October, showing steady growth in sales, particularly in international markets [18][51].