Roundup: October 2026 deliveries by major Chinese automakers

• Xpeng’s monthly deliveries topped 50,000 for the first time, while Nio and Li Auto both saw declines.
• Leapmotor set another delivery record, while Xiaomi delivered more than 50,000 vehicles.

Deliveries among China’s major automakers and EV startups diverged further in October, with Xpeng (NYSE: XPEV) setting a monthly record while Nio Inc (NYSE: NIO) and Li Auto (NASDAQ: LI) posted both year-on-year and month-on-month declines.

According to figures released by the companies on Sunday, Xpeng’s monthly deliveries exceeded 50,000 for the first time, with overseas deliveries reaching a record high. Nio’s deliveries fell to their lowest level since April, while Li Auto’s dropped to their lowest since February.

Leapmotor (HKEX: 9863) delivered more than 100,000 vehicles for the fourth consecutive month, setting another record. Xiaomi Auto delivered more than 50,000 vehicles, its highest monthly total this year.

Deliveries at the Huawei-led HIMA (Harmony Intelligent Mobility Alliance) fell more than 50% year-on-year, pushing its year-to-date delivery growth into negative territory for the first time this year.

Below are the October figures announced by major automakers and brands, with year-on-year, month-on-month and cumulative comparisons based on data compiled by CnEVPost.

BYD (HKEX: 1211) sold 490,168 NEVs in October, up 10.97% year-on-year and 5.74% from September, marking its highest monthly total of the year. This was its sixth consecutive month of year-on-year growth and its eighth consecutive monthly increase.

Battery electric passenger vehicle sales reached 305,743 units, up 37.38% year-on-year, topping 300,000 for the first time and setting a record for the third consecutive month. Plug-in hybrid passenger vehicle sales totaled 177,382 units, down 17.23% year-on-year, marking a second consecutive month of decline.

BYD exported 170,194 NEVs in October, up 102.84% year-on-year but down 5.81% from September. Sales in China totaled 319,974 units, down 10.57% year-on-year but up 13.12% from September.

In the first 10 months of this year, BYD sold 3,621,744 NEVs, down 2.16% year-on-year, narrowing the decline from 3.94% in the first 9 months. Exports rose 93.75% to 1,513,154 units, while domestic sales fell 27.81% to 2,108,590 units.

BYD sold 490,168 NEVs in October, marking its sixth consecutive month of year-on-year growth.

Geely Auto (HKEX: 0175) sold 310,183 vehicles in October, up 0.99% year-on-year and 6.17% from September, setting a new high for the year for the third consecutive month. It was the company’s second-highest monthly total, just 245 vehicles short of the record set last November.

NEV sales rose 20.86% year-on-year to 214,996 vehicles in October, exceeding 200,000 for the first time and accounting for a record 69% of total sales. BEV sales rose 43% to 140,758 vehicles, while PHEV sales fell 6.66% to 74,238.

Exports remained strong at 107,153 vehicles in October, up 157.78% year-on-year and 0.44% from September. Sales in China totaled 203,030 vehicles, down 23.55% year-on-year, a steeper decline than in September, though up 9.46% month-on-month.

By brand, Galaxy sold a record 153,385 vehicles in October, exceeding 150,000 for the first time. Zeekr sold 32,483 vehicles, up 51.63% year-on-year but down 12.72% from September. Lynk & Co sold 21,958 vehicles, down 45.40% year-on-year, marking its seventh consecutive month of decline.

Geely Auto sold 310,183 vehicles in October, just 245 short of its monthly record set last November.

Chery Group sold 295,934 vehicles in October, up 5.25% year-on-year. Sales in the first 10 months of the year totaled 2,502,723 vehicles, up 9.34% year-on-year.

October new energy vehicle (NEV) sales reached a record 140,893, up 27.7% year-on-year and exceeding 100,000 for the seventh consecutive month.

Chery Group exported 200,618 vehicles in October, up 58.67% year-on-year, exceeding 200,000 for the third time this year and accounting for about 68% of its total monthly sales. Exports in the first 10 months totaled 1,751,766 vehicles, up 64.8% year-on-year.

On a separate reporting basis from the group, Hong Kong-listed Chery (HKEX: 9973) sold a combined 282,458 vehicles across its 5 brands in October, up 7.21% year-on-year and 1.99% month-on-month, marking its highest monthly total this year. That included 132,023 NEVs, up 28.17% year-on-year and accounting for 46.74% of its total sales.

Chery Group sold 295,934 vehicles in October, with exports exceeding 200,000 for the third time this year.

GWM sold 120,374 vehicles in October, down 15.87% year-on-year, marking a third consecutive monthly decline and the steepest drop this year. Sales rose 4.72% month-on-month.

Domestic sales in China fell 33.06% year-on-year to 57,512 vehicles, declining for a twelfth consecutive month. Overseas sales reached a record 62,862 vehicles, although year-on-year growth slowed to 9.98%.

NEV sales rose 7.25% year-on-year to a record 49,499 vehicles. NEVs accounted for 41.12% of total sales, exceeding 40% for the first time.

By brand, Haval sales fell 19.50% year-on-year, while Tank and Wey each posted declines of more than 30%. Ora sales rose 115.78% to 12,187 vehicles, the highest since March 2022.

In the first 10 months of the year, GWM sold 1,040,676 vehicles, down 2.42% year-on-year. Overseas sales rose 37.69% to 538,839 vehicles, already exceeding the total for all of 2025.

October sales totaled 120,374 vehicles, marking a third consecutive year-on-year decline and the steepest drop this year.

Nio Inc delivered 34,246 vehicles in October, down 15.23% year-on-year and 8.45% month-on-month, ending 31 consecutive months of year-on-year growth.

This marked the company’s first year-on-year decline in monthly deliveries since February 2024 and its lowest monthly total since April this year.

The Nio main brand delivered 18,125 vehicles in October, up 5.73% year-on-year but down 14.98% month-on-month. Onvo delivered 8,383 vehicles, down 51.66% year-on-year and 4.34% month-on-month.

Firefly delivered 7,738 vehicles, up 30.89% year-on-year and 5.61% month-on-month, setting a record for the second consecutive month. It was also the company’s only brand to post a month-on-month increase.

In the first 10 months of the year, Nio Inc delivered 334,547 vehicles, up 38.46% year-on-year and already exceeding its full-year 2025 total. However, growth slowed from 49.24% in the first 9 months.

The Nio main brand accounted for 200,113 deliveries, Onvo for 78,574 and Firefly for 55,860. Onvo’s cumulative deliveries fell 9.54% year-on-year, reversing growth in the first 9 months.

October deliveries of 34,246 vehicles were the lowest since April, as Onvo’s decline offset year-on-year growth at the Nio main brand and Firefly.

Xpeng delivered 50,237 vehicles in October, up 19.57% year-on-year and 21.77% month-on-month, surpassing its previous record of 42,013 set in October last year.

Overseas operations provided significant support for growth. The company delivered a record 13,326 vehicles overseas in October, up 166% year-on-year and accounting for 26.53% of total deliveries.

Xpeng delivered 36,911 vehicles in China in October, its highest domestic total in a year, according to CnEVPost calculations.

In the first 10 months, Xpeng delivered 334,604 vehicles, down 5.80% year-on-year, narrowing the decline from 9.20% in the first 9 months. Overseas deliveries totaled 72,805 during the same period.

Chairman and CEO He Xiaopeng previously said the company would aim to exceed 60,000 monthly sales in the fourth quarter.

Xpeng delivered 50,237 vehicles in October, with overseas deliveries reaching a record high and domestic deliveries hitting a 1-year high.

Li Auto delivered 29,025 vehicles in October, down 8.63% year-on-year and 8.78% month-on-month. This marked its second consecutive year-on-year decline and its lowest monthly total since February.

In the first 10 months, Li Auto delivered 322,461 vehicles, down 1.96% year-on-year, widening the decline from 1.25% in the first 9 months.

The company said deliveries of the new Li Mega exceeded 3,000 in October. A new generation of the flagship battery-electric MPV (multi-purpose vehicle) was launched in September.

The 2026 Li i6 was launched on October 28, with deliveries starting the following day. The updated model features upgrades to its in-house developed driver-assistance chip, battery and cabin features.

Li Auto plans to increase the Li i6’s monthly production capacity to 20,000 vehicles in November, with a further increase in December. The delivery ramp-up of the updated model will be a key factor to watch in its upcoming sales performance.

October deliveries fell 8.63% year-on-year, marking a second consecutive month of annual declines.

Leapmotor delivered a record 106,127 vehicles globally in October, up 50.99% year-on-year and 0.45% month-on-month, exceeding 100,000 for the fourth consecutive month.

However, both growth rates slowed from September, when deliveries rose 58.51% year-on-year and 2.45% month-on-month.

In the first 10 months, Leapmotor delivered 772,666 vehicles, up 65.88% year-on-year, reaching 77.27% of its annual target of 1,000,000 vehicles.

To meet that target, the company needs to deliver 227,334 vehicles in the final 2 months, averaging 113,667 per month, above October’s level.

October deliveries rose 50.99% year-on-year and 0.45% month-on-month, with both growth rates slowing from September.

Xiaomi Auto delivered more than 50,000 vehicles in October, its highest monthly total this year, ending 2 consecutive months of year-on-year declines. It did not disclose an exact figure or a breakdown by model.

This was the second time Xiaomi’s monthly vehicle deliveries exceeded 50,000. It previously reached that level only in December 2025, with 50,212 deliveries. Whether October set a new record remains dependent on the exact figure.

Using 50,000 as the disclosed lower bound, October deliveries rose at least 2.77% year-on-year and 24.95% month-on-month.

In the first 10 months, Xiaomi Auto delivered at least 336,490 vehicles, equivalent to about 61.2% of its annual target of 550,000.

The Sky Nomad series, launched in September, marked Xiaomi’s entry into the extended-range electric vehicle market. Its delivery ramp-up is becoming a new source of sales growth.

Xiaomi Auto’s October deliveries reached their highest monthly level of 2026, ending 2 consecutive months of year-on-year declines.

Zeekr, a brand under Geely Auto (HKEX: 0175), delivered 32,483 vehicles in October, up 51.63% year-on-year but down 12.72% month-on-month, ending a streak of 6 consecutive monthly delivery records.

This was the brand’s first month-on-month decline since January. From February through September, Zeekr posted both year-on-year and month-on-month growth for 8 consecutive months.

In the first 10 months, Zeekr delivered 320,887 vehicles, up 94.45% year-on-year. Since deliveries began in 2021, the brand has delivered 963,776 vehicles, leaving it 36,224 short of the 1,000,000 milestone.

Zeekr’s October deliveries fell 12.72% from September, marking the first sequential decline since January.

HIMA delivered 33,537 vehicles in October, down 50.84% year-on-year and 10.54% month-on-month. This marked its fifth consecutive year-on-year decline and fourth consecutive month-on-month drop.

Monthly deliveries fell to their lowest level since April, with the year-on-year decline widening from 29.15% in September.

In the first 10 months, HIMA delivered 400,766 vehicles, down 3.91% year-on-year, compared with growth of 5.27% in the first 9 months. The announcement did not include a breakdown of October deliveries by brand or model.

HIMA delivered 33,537 vehicles in October, down 50.84% year-on-year, marking its fifth consecutive month of year-on-year declines.

SAIC-GM-Wuling’s global sales totaled 142,757 vehicles in October, including 99,958 new energy vehicles (NEVs), which accounted for more than 70%. Its global sales total includes non-NEVs.

Deepal, a brand under Changan Automobile (SZSE: 000625), sold 32,602 vehicles globally in October, up 8.01% month-on-month.

Changan Nevo sold 63,648 vehicles globally in October, up 22.24% month-on-month, including 10,152 Q06 vehicles.

Volkswagen Anhui delivered 1,597 vehicles in October. The company said its year-to-date deliveries rose 52% year-on-year.