Some are happy, some are worried! In September, delivery data from major car manufacturers was released, with Li Auto, XPeng, and ZEEKR hitting record highs. "Big Brother" SAIC Group remained silent on total sales
The September car delivery data is out, and the competition in the new energy vehicle market is intense. BYD continued to lead with sales of 419,426 vehicles, a year-on-year increase of 45.6%. SAIC Group sold over 129,000 new energy vehicles, a 38% increase year-on-year, but did not disclose the total sales, which raised concerns. Great Wall Motors saw a 10.88% year-on-year decrease in sales. New forces such as Li Auto, XPeng, and ZEEKR achieved record high delivery volumes, with Li Auto delivering 53,709 vehicles, a 48.9% increase year-on-year. Xiaomi's car division also performed well, with over 10,000 units of the SU7 delivered in September and a target of over 20,000 units in October
Financial news on October 1st: In September, delivery data from major car manufacturers brought both joy and sorrow.
BYD, the "king of comparison," maintained its leading position in new energy vehicles, with sales of 419,426 vehicles in September, a year-on-year increase of 45.6%. The sales of pure electric passenger cars reached 164,956 units. SAIC Group closely followed, with preliminary statistics showing that the sales of new energy vehicles by SAIC Group in September exceeded 129,000 units, a year-on-year increase of about 38%. However, the total sales of the "big brother" SAIC Group did not appear in the poster, leaving people puzzled. Previously, SAIC Group experienced a decline in sales in August, with total vehicle sales of 257,635 units, a year-on-year decrease of 39.14%.
In addition, Great Wall Motors continued to decline year-on-year, with 108,398 vehicles sold in September, a decrease of 10.88%, and 30,129 new energy vehicles sold.
Meanwhile, emerging electric vehicle companies continued to achieve great success, with NIO, XPeng, and ZEEKR all reaching record delivery numbers in September. Li Auto delivered 53,709 new cars in September, a year-on-year increase of 48.9%. In the third quarter of 2024, Li Auto delivered 152,831 vehicles, a year-on-year increase of 45.4%. As of September 30, 2024, Li Auto has delivered a total of 341,812 vehicles in 2024, with a historical cumulative delivery of 975,176 vehicles. XPeng delivered a total of 21,352 new cars in September, a year-on-year increase of 39% and a month-on-month increase of 52%. Among them, XPeng MONA M03 deliveries exceeded 10,000 units. From January to September 2024, XPeng has delivered a total of 98,561 new cars, a year-on-year increase of 21%. ZEEKR also reported record high deliveries in September. ZEEKR delivered 21,333 vehicles in September, a year-on-year increase of 77% and a month-on-month increase of 18%; a total of 142,873 vehicles were delivered from January to September, a year-on-year increase of 81%.
In addition, Xiaomi delivered over 10,000 units of the SU7 in September, achieving the goal of exceeding 10,000 deliveries for the fourth consecutive month. The production and delivery target for October is to exceed 20,000 units. Xiaomi's factory will continue to increase production in October, aiming to produce 20,000 units in a single month. It is expected to achieve the annual delivery target of 100,000 units ahead of schedule in November.
Lei Jun, Chairman of Xiaomi Group, stated during a live broadcast that 20,000 units of the Xiaomi car SU7 will be delivered in October. Lei Jun also mentioned that Xiaomi has been receiving over 4,000 new orders per week for the Xiaomi car since September, with delivery schedules already extending to February next year.
Furthermore, ZEEKR and NIO both delivered over 20,000 units in September.
Below are the specific delivery data:
BYD: Car sales in September were 419,426 units, with pure electric passenger car sales of 164,956 units.
Chery Holding Group: Car sales in September were 244,534 units, a year-on-year increase of 28.6% Geely Auto: In September, sales reached 201,949 units, a year-on-year increase of 21%.
Great Wall Motors: In September, car sales were 108,398 units, a year-on-year decrease of 10.88%.
Li Auto: In September, delivered 53,709 new cars, a year-on-year increase of 48.9%.
Hongqi Intelligent Drive: In September, delivered a total of 39,931 new cars.
GAC Aion: In September, global sales reached 35,900 units.
Leapmotor: In September, delivered 33,767 new cars, a year-on-year increase of 113.7%.
Deep Blue Auto: In September, delivered 22,709 new cars, a year-on-year increase of 30.74%.
XPeng Motors: In September, delivered 21,352 new cars, a year-on-year increase of 39%.
ZEEKR Motors: In September, delivered 21,333 new cars, a year-on-year increase of 77%.
Nio: In September, delivered 21,181 units, a year-on-year increase of 35.4%.
BAIC New Energy: In September, sold 15,781 new cars.
SAIC Group: In September, sold over 129,000 new energy vehicles, a year-on-year increase of about 38%.
Changan Qiyuan: In September, delivered 11,615 new cars.
Nezha Auto: In September, delivered a total of 10,118 vehicles.
Xiaomi Auto: SU7 deliveries exceeded 10,000 units.
Voyah Auto: In September, delivered 10,001 new cars, a year-on-year increase of 99.62%.
Avita Auto: In September, delivered 4,537 new cars, a year-on-year increase of 47%.
IM Motors: In September, sold 4,516 new cars, a year-on-year increase of 150%.
Jiye Auto: In September, delivered 2,605 new cars, a month-on-month increase of 23%