Many emerging electric vehicle manufacturers are welcoming the "golden October".
On November 1st, emerging electric vehicle manufacturers released their October delivery figures as scheduled, with several brands achieving record-breaking deliveries. Leapmotor, the sales champion, once again broke the sales ceiling for emerging EV manufacturers, reaching 70,300 units sold in a single month. Meanwhile, brands including Zhiji and Avita also achieved new monthly delivery records.
Specifically, Leapmotor's total deliveries in October reached a new high of 70,300 vehicles, representing a year-on-year increase of over 84%. Leapmotor has now held the top spot in sales among emerging electric vehicle manufacturers for eight consecutive months.
HarmonyOS followed closely behind, also achieving a record high in monthly deliveries. HarmonyOS announced that it delivered 68,200 vehicles across its entire model lineup in October, setting a new monthly delivery record; cumulative deliveries across the entire lineup have exceeded 1 million vehicles, making it the fastest innovative brand to reach this milestone. The average transaction price that month was 390,000 yuan.
XPeng, NIO, and Xiaomi all delivered more than 40,000 vehicles per month.
In October, XPeng Motors delivered 42,000 new vehicles, setting a new monthly delivery record and marking the second consecutive month with deliveries exceeding 40,000 vehicles. From January to October 2025, XPeng Motors' cumulative deliveries reached 355,200 vehicles, representing a year-on-year increase of 190%.
NIO has also broken its delivery record for the third consecutive month. Data shows that in October, NIO delivered 40,400 new vehicles, a year-on-year increase of 92.6%. Among them, NIO brand delivered 17,143 new vehicles; Ledao brand delivered 17,300 new vehicles; and Firefly brand delivered 5,912 new vehicles.
To date, NIO has delivered a total of 913,200 vehicles. Among them, the NIO brand has delivered 779,300 vehicles; the Ledao brand has delivered 107,600 vehicles; and the Firefly brand has delivered 26,200 vehicles.
Xiaomi Auto also saw sales exceeding 40,000 units. According to the latest data released by Xiaomi Auto, its October deliveries exceeded 40,000 units, the same as the figure released last month.
Li Auto's delivery volume has encountered a bottleneck. In October, Li Auto delivered 31,800 new vehicles, a year-on-year decrease of 38%. As of October 31, 2025, Li Auto's cumulative historical deliveries will reach 1,462,800 vehicles. Li Xiang, Chairman and CEO of Li Auto, said, "The Li i6 has sold extremely well since its launch, with orders exceeding 70,000 units, far exceeding our expectations. We are working with suppliers to solve production capacity issues and accelerate delivery progress."
Recently, Li Auto has been embroiled in a public opinion storm due to the fire incident involving its MEGA model. On October 31, Li Auto announced a voluntary recall of more than 10,000 Li MEGA models.
Geely's subsidiary, JK Technology, announced that its JK brand sold 21,400 vehicles in October, a year-on-year increase of 63.8%.
It is worth mentioning that recently, many new brands incubated by state-owned car companies have also joined the "10,000-vehicle club," competing with emerging brands such as NIO and XPeng.
In October, the sales volume of the Jihu brand under BAIC Group reached 23,400 vehicles, a year-on-year increase of 110%. This is the first time in Jihu's history that it has reached the monthly sales volume of 20,000 vehicles.
Dongfeng's Voyah Automobile delivered 17,200 vehicles in October, also setting a new record. Year-to-date, its cumulative sales have increased by 82%, marking eight consecutive months of sales exceeding 10,000 units. Voyah has officially submitted its application for a Hong Kong IPO, and the listing process is now in full swing.
Avita Technology, a subsidiary of Changan Automobile, achieved sales of 13,500 vehicles in October, a year-on-year increase of 34%, also setting a new record. It has now achieved sales of over 10,000 vehicles for eight consecutive months.
According to the latest sales figures released by SAIC Motor's subsidiary, Zhiji Auto, its sales reached 13,200 units in October, marking the second consecutive month with sales exceeding 10,000 units and setting a new record for the brand.
The China Automobile Dealers Association Passenger Car Market Information Joint Committee (CPCA) believes that the car market will usher in the "Silver September and Golden October" this year. With the support of policies and the launch of new models, the car market performance in October will be relatively strong.
Looking ahead to the fourth quarter, the China Passenger Car Association (CPCA) believes that the main drivers of the auto market will be the continued progress of vehicle replacement programs and the increased demand from early purchases due to the reduction in purchase tax subsidies for new energy vehicles at the end of the year. Furthermore, the gradual commencement of deliveries for new models launched in September will also inject new growth momentum into the market. The CPCA predicts that the penetration rate of new energy vehicles is expected to climb to a new high.
