Core Insights - The Chinese new energy vehicle (NEV) industry has shown remarkable growth in September, with multiple companies achieving record delivery numbers, indicating a strong performance during the peak sales season [1] Group 1: Company Deliveries - Leap Motor achieved a delivery volume of 66,657 units in September, marking a year-on-year increase of over 97% [26] - Xiaopeng Motors and Xiaomi both surpassed 40,000 units in September, with Xiaopeng delivering 41,581 units, a 95% year-on-year increase [2][4] - Li Auto delivered 33,951 units in September, with a total of 93,211 units delivered in Q3, maintaining a leading position in the SUV market above 200,000 yuan [8][9] - NIO delivered 34,749 units in September, a 64% year-on-year increase, contributing to a cumulative total of 872,785 units [12][14] - Zeekr achieved a delivery of 51,159 units in September, with a year-on-year growth of 8.5% [31][32] - Lantu Motors delivered 15,224 units in September, a 52% year-on-year increase, with a cumulative total of 96,992 units for the year [41] Group 2: Market Trends - The NEV industry in China is experiencing a significant surge, with companies like BYD reporting a total NEV sales of 396,270 units in September, showing an 18.64% year-on-year growth [23][25] - The overall market is characterized by a strong performance in the "golden September" sales season, with various brands achieving historical highs in delivery numbers [1][26] - The competitive landscape is intensifying as companies like Xiaopeng and Xiaomi emerge as significant players in the market, reflecting a shift towards more established competition in the NEV sector [4][2] Group 3: Future Outlook - Leap Motor plans to showcase its flagship technology platform and the first flagship model D19 in October, aiming to set a new standard in the luxury segment [27] - Lantu Motors is expanding its product matrix with new models and has seen significant interest, with over 10,000 orders for the 2026 model within 18 hours of its launch [53] - The global expansion of Chinese automakers is accelerating, with companies like Zeekr and Xiaopeng entering multiple international markets, indicating a strategic focus on global growth [56]

中国新能源造车新势力在9月份交出了一份强劲的成绩单，多家车企交付量创下历史新高。 10月1日，最新数据显示，零跑汽车9月交付量首次突破6万台大关，同比增速超过97%。与此同时，极氪科技月交付量站上5万的台阶，小鹏汽车 与小米汽车双双突破4万大关，创历史新高。蔚来公司交付新车34749台，再创历史新高。 理想汽车和岚图汽车也保持了稳健的增长势头。理想汽车9月交付超3万辆，同时理想i6发布并签约易烊千玺。岚图汽车交付量同比劲增52%，再 创历史新高。 这一系列创纪录的数据，标志着中国新能源汽车行业在"金九"销售旺季取得了显著成果。 小鹏与小米：双双突破4万大关，创历史新高 小鹏汽车和小米汽车在9月均跨过了月交付四万台的门槛。 2025年9月，小鹏汽车共交付新车41,581台，同比增长95%，环比增长10%，单月交付量突破4万台，创下历史新高。2025年1-9月，小鹏汽车累计 交付新车313,196台，同比增长218%。 具体车型方面，小鹏MONA M03交付超10,000台，上市至今累计交付超18万台，并且连续13个月交付破万台。 同时，小米汽车在9月的交付量也超过了40000台，成为市场中一股不可忽视的新兴力量 ...

Sales Performance - In May 2025, BYD sold 382,476 vehicles, a year-on-year increase of 15.3% [2] - Overseas sales of passenger cars and pickups reached 88,640 units, contributing to the overall sales figures [2] Global Expansion - BYD's fifth car carrier, "BYD XI'AN," was delivered on June 21, 2025, enhancing the company's global logistics capabilities [3] - The new ship is 219.9 meters long, 37.7 meters wide, and has a capacity of 9,200 standard car slots, making it one of the largest LNG dual-fuel car carriers in operation [3] Overseas Factory Developments - BYD's first electric vehicle production base in Cambodia was inaugurated on April 28, 2025, with a 521% year-on-year increase in orders in Q1 2025 [4] - At the largest auto show in Cambodia, BYD captured 24% of total orders, becoming the leading brand [4] Product Launches in Europe - The BYD Seal 05DM-i was launched in Poland and Slovakia, marking the company's second plug-in hybrid vehicle in Europe [5][6] - The vehicle is designed to offer comfort, advanced technology, and low fuel consumption, contributing to BYD's expansion in the European market [6] Market Performance in Japan - In May 2025, BYD's vehicle registrations in Japan surpassed 400 units, placing the brand among the top ten imported car brands [7] - The flagship electric SUV, BYD Sealion 07EV, accounted for nearly 60% of the brand's sales in Japan during its first month [7] - BYD plans to establish 100 stores in Japan by the end of 2025, enhancing its market presence and customer experience [7]