GAC GROUP(SH:601238) 凤凰网财经·2025-11-13 06:36Core Insights - The article highlights the sales performance of various electric vehicle manufacturers in October, showcasing significant growth for many domestic brands and new energy vehicle startups [2][4]. Sales Performance Summary - BYD sold 441,706 units in October, experiencing a year-on-year decline of 12.13% but a month-on-month increase of 11.47% [1]. - Geely New Energy reported sales of 177,882 units, marking a year-on-year increase of 63.61% and a month-on-month increase of 7.68% [1]. - Chery New Energy achieved sales of 110,346 units, with a year-on-year growth of 54.70% and a month-on-month increase of 20.48% [1]. - Leap Motor surpassed 70,000 units for the first time, delivering 70,289 vehicles, a year-on-year increase of over 84% [4]. - Hongmeng Zhixing delivered 68,216 units, also achieving a record high for monthly deliveries [4]. - Great Wall New Energy sold 46,155 units, with a year-on-year increase of 44.06% [1]. - NIO delivered 40,397 units, reflecting a year-on-year growth of 92.59% [4]. - Xiaomi's sales exceeded 40,000 units, continuing a strong performance from September [5]. - Li Auto's sales fell to 31,767 units, down 38.25% year-on-year and 6.43% month-on-month [6]. - Aion's sales were 27,014 units, down 32.55% year-on-year and 7.21% month-on-month [6]. Market Trends and Challenges - 75% of the 16 automotive companies reported both year-on-year and month-on-month growth in October, indicating a robust market recovery [6]. - Li Auto's decline is attributed to recent controversies, but the company is optimistic about the upcoming launch of the Li i6 model, which has already received over 70,000 orders [6][4]. - Aion's continuous decline over six months is linked to its brand positioning and market strategy, which has not resonated well with personal consumers despite initial success in the ride-hailing segment [7][8].