Xpeng surpassed 50,000 monthly deliveries for the first time in October 2026, with Xiaomi Auto also reporting more than 50,000 units. Nio and Li Auto both posted declines as competition among China's NEV makers intensified.
Deliveries by major automakers in China (Oct 2026)
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 EV makers 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.
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.
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.
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.
Leapmotor
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.
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.
Zeekr
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.
Huawei HIMA
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.
Others
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.
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