China's new energy vehicle market maintained robust growth momentum in September, with numerous brands delivering impressive performance: SAIC-GM-Wuling's NEV division surpassed the 100,000-unit milestone for the first time; Leapmotor broke the 60,000-unit barrier, setting a new record among emerging automakers; Xiaomi and XPeng Inc. both exceeded 40,000 monthly deliveries; NIO, ARCFOX, and Voyah refreshed their historical sales peaks, with Voyah achieving eight consecutive months of growth and maintaining over 10,000 monthly sales for seven straight months; IM Motors reached a milestone moment with its first monthly sales exceeding 10,000 units; HarmonyOS Smart Mobility delivered over 50,000 vehicles, with cumulative deliveries approaching one million...

**BYD: Overseas Sales Surge 107% Year-over-Year**

In September, BYD achieved total vehicle sales of 396,270 units, with passenger vehicle sales reaching 393,060 units. Overseas sales totaled 70,851 units, representing a 107% year-over-year increase. Dynasty/Ocean series sold 355,774 units; Fang Cheng Bao recorded 24,121 units; Denza achieved 12,407 units; and Yangwang delivered 758 units. For the January-September period, BYD's cumulative sales reached 3,260,146 units, with total NEV sales exceeding 13.8 million units.

**SAIC-GM-Wuling: NEV Sales Break 100K Milestone**

September saw SAIC-GM-Wuling achieve global total sales of 155,579 units. NEV sales reached 100,593 units, breaking the 100,000-unit threshold for the first time this year, marking nine consecutive months of year-over-year growth. January-September cumulative sales totaled 668,359 units, with cumulative exports exceeding 1.35 million units/sets, including 135,000 NEV units/sets exported.

**Leapmotor: New Record High at 66,657 Units**

Leapmotor achieved a new delivery record in September with 66,657 units across all models, representing over 97% year-over-year growth and marking the first time monthly sales exceeded 60,000 units. At the Munich International Motor Show in Germany in September, Leapmotor's strategic new model Lafa5 made its global debut, scheduled to officially launch in mainland China in Q4 2025. Leapmotor B10 was officially launched in overseas markets. In October, Leapmotor's flagship technology platform and first flagship model D19 will make their global debut.

**XPeng Inc.: Monthly Sales Exceed 40K**

In September, XPeng Inc. delivered 41,581 new vehicles, up 95% year-over-year and 10% month-over-month, with monthly deliveries surpassing 40,000 units for the first time, setting a new historical record. The new XPeng P7 reached its 10,000th unit off the production line in September, becoming the fastest model among all XPeng vehicles to achieve 40JPH (40 units per hour) production capacity. XPeng MONA M03 delivered over 10,000 units, maintaining over 10,000 monthly deliveries for 13 consecutive months.

**Xiaomi: Historical High Achievement**

September marked Xiaomi's first breakthrough above 40,000 delivery units, establishing a new delivery record since the brand's inception. The significant improvement in production capacity and market demand release was evident. With nationwide stores expanding to 402 locations, channel expansion further supported sales growth, accelerating progress toward the annual delivery target of 350,000 units. Combined with the first-half cumulative delivery of 157,000 units, the full-year target appears achievable ahead of schedule.

**NIO: New Historical Peak**

NIO delivered 34,749 vehicles in September, up 64% year-over-year, setting a new monthly delivery record for the brand. ONVO brand delivered 15,246 units, with the L90 model achieving over 21,000 cumulative deliveries in its first two months since launch, setting a record for fastest deliveries among pure electric large SUVs. NIO brand delivered 13,728 units, with the new ES8 launching and beginning deliveries in September. Firefly brand delivered 5,775 units, reaching the 20,000-unit delivery milestone.

**Li Auto: 33,951 Deliveries**

Li Auto delivered 33,951 new vehicles in September. As of September 30, 2025, Li Auto's historical cumulative deliveries reached 1,431,021 units. The five-seat SUV Li i6, launched on September 26, exceeded expectations with over 10,000 firm orders within five minutes, and deliveries have commenced, injecting confidence for subsequent sales recovery.

**GAC Aion: 29,113 Units Sold**

GAC Aion achieved sales of 29,113 units in September. The refreshed Aion RT was launched. The Aion Tyrannosaurus became an immediate hit upon launch, delivering 6,072 units in September, up 256% month-over-month. Tyrannosaurus entered Portugal, Finland, and other markets, accelerating GAC's "European Market Plan" implementation.

**Zeekr Brand: 18,257 Units Sold**

Zeekr Technologies sold 51,159 units in September, up 8.5% year-over-year and 14.1% month-over-month, achieving dual growth and maintaining over 40,000 monthly sales for seven consecutive months. Zeekr brand recorded 18,257 units in September, while Lynk & Co achieved 32,902 units. On September 29, Zeekr 9X officially launched with a starting price of 465,900 yuan, positioned as a plug-in hybrid large SUV.

**ARCFOX: Historical High**

BAIC New Energy delivered 20,539 units in September, up 30.15% year-over-year. ARCFOX delivered 16,074 units, up 47.74% year-over-year, setting a new brand sales record. January-August cumulative ARCFOX sales reached 75,493 units, up 110.5% year-over-year. The new model ARCFOX T1 began deliveries upon launch this month, with over 35,000 firm orders in its first month, injecting new market momentum for the brand.

**Voyah: "Eight Consecutive Increases" Sets Historical High**

Voyah delivered 15,224 units in September, up 52% year-over-year, setting a new brand record while achieving "eight consecutive monthly increases" and maintaining over 10,000 monthly sales for seven straight months. Sales growth was primarily driven by product matrix upgrades, with September introducing the "Three Flagships": 2026 Dreamer, Chasing Light L, and Taishan. The 2026 Dreamer achieved over 10,000 firm orders within 18 hours of launch, with top-spec orders accounting for over 50%.

**IM Motors: First Monthly Sales Over 10K**

September marked a milestone breakthrough for IM Motors with 11,107 units sold, achieving over 10,000 monthly sales for the first time and setting a new brand record, representing an 81.8% increase from August. The new-generation IM LS6, launched on September 10, quickly gained momentum, becoming a popular choice in the 200,000-yuan intelligent SUV market. The new IM L6 maintained strong September sales, further boosting brand performance.

**Jishi: Monthly Sales Record Refresh**

Jishi delivered 1,398 units in September, once again setting a new monthly sales record for the year and maintaining consecutive sales growth. Since delivery recovery to 1,056 units in March, Jishi has shown steady progression with 1,128 units in April and 1,236 units in May, maintaining a consistent recovery trajectory.

**HarmonyOS Smart Mobility: 52,916 Deliveries**

HarmonyOS Smart Mobility continued strong sales momentum in September with 52,916 total deliveries across all models, bringing cumulative deliveries to over 950,000 units. Currently, HarmonyOS Smart Mobility has established a comprehensive product matrix of "Five Worlds, Ten Vehicles," covering diverse user needs. With multiple flagship new models launched in September, new vehicle firm orders exceeded 110,000 units, setting a historical high and progressing toward the one million unit milestone.