BYD sold 490,200 NEVs in Oct, up 10.97% YoY; Jan–Oct NEV sales 3,621,700, down
2.16% YoY. XPeng delivered 50,237 vehicles in Oct, +22% MoM, +20% YoY, a record
monthly high. Xiaomi Auto delivered more than 50,000 vehicles in Oct. Li Auto
delivered 29,025 in Oct; cumulative deliveries through Oct 31 reached 1,862,676.
NIO delivered 34,246 vehicles in Oct, split 18,125 NIO-brand and 8,383
Leda-brand units. ZEEKR delivered 32,483 in Oct, +51.6% YoY; Jan–Oct deliveries
320,887, +94.4% YoY. Leapmotor reported Oct global deliveries of 106,127, +51%
YoY and the fourth consecutive month above 100,000. Hongmeng Zhixing delivered
33,537 in Oct; average transaction price exceeded 400,000 yuan and cumulative
deliveries exceeded 1.6 million. Deep Blue Auto sold 32,602 globally in Oct, MoM
+8.01%. BAIC BluePark’s Beijing New Energy unit sold 32,502 in Oct, +6.42% YoY;
YTD sales 195,878, +37.9%. Great Wall sold 120,374 vehicles in Oct, -15.87% YoY;
Jan–Oct sales 1,040,676, -2.42%; Oct overseas sales 62,862 and NEV sales 49,499.
SAIC Motor sold 430,000 vehicles in Oct, -5.28% YoY; Oct NEV sales 258,600,
+25.12% YoY. SERES sold 27,037 vehicles in Oct, -50.29% YoY; Oct NEV sales
24,921, -51.57% YoY. Chery’s five brands sold 282,500 vehicles in Oct, +7.2%
YoY; Oct NEV sales 132,000; Oct exports 194,700.
