Source: Auto Tech

As the golden season of "Golden September, Silver October" arrives in the auto market, multiple domestic new-force automakers have delivered remarkable performance figures in September. Driven by national scrappage and replacement policies, as well as the festive season, the new energy vehicle (NEV) market has shown robust growth, with various new-force automakers achieving new highs in deliveries. During the National Day holiday, dealerships of many automakers were bustling with customers, and test drive bookings were in high demand.

Lixiang One: Continuing to Lead, Achieving New Heights

In September's delivery figures, Lixiang One once again solidified its position as a market leader. Data showed that Lixiang One delivered 53,709 new vehicles in September, marking a year-on-year increase of 48.9% and a significant month-on-month growth, setting a new record for monthly deliveries. Li Xiang commented, "As the penetration rate of NEVs gradually exceeds 50%, the head effect of brands becomes increasingly apparent. In the over 200,000 yuan NEV market, Lixiang One's market share exceeds 17%, ranking first among Chinese auto brands in sales."

Among Lixiang One's product lines, both the L series and MEGA series performed impressively. Orders for these two series continued to grow steadily, and their September deliveries not only set new highs but also surpassed those of luxury brands Mercedes-Benz, BMW, and Audi for the first time in a single week, further strengthening the brand's market position.

HarmonyOS Smart Mobility: Strong Rebound and High-End Market Competitiveness

HarmonyOS Smart Mobility delivered 39,931 new vehicles across its entire model range in September, marking a significant sales rebound. This achievement not only indicates a gradual market recovery but also showcases HarmonyOS Smart Mobility's strong competitiveness in the high-end auto market.

Among them, the AITO M series continued to be the sales driver, with 35,560 vehicles sold in a single month. The M9 series sold 15,496 units, maintaining its position as the sales champion in China's luxury market for vehicles priced above 500,000 yuan for six consecutive months, further consolidating its leadership in the high-end luxury segment. The M7 series delivered 16,805 units in September, surpassing the 200,000-unit milestone just one year after its launch, setting a new record for China's NEV luxury brands. Additionally, other HarmonyOS Smart Mobility models like the Enjoy S9 also performed well, delivering over 2,169 units and emerging as a leader in the 400,000-yuan luxury pure electric sedan market.

Overall, HarmonyOS Smart Mobility's September performance was commendable, with strong sales rebound and further consolidation of its position in the high-end auto market. On September 28, Yu Chengdong, in a live broadcast with host Ma Dong, first stated that "HarmonyOS Smart Mobility aims to become the leader in the 300,000-500,000 yuan high-end vehicle segment in China within five years." As market demand gradually recovers and consumer confidence improves, HarmonyOS Smart Mobility is poised to bring more surprises to the market.

NIO Auto: Rapid Growth and Overseas Market Expansion

Following closely behind Lixiang One, NIO Auto demonstrated strong momentum. In September, its deliveries climbed to 33,767 units, marking a year-on-year growth rate of over 113% and a notable month-on-month increase, surpassing the 30,000-unit mark for the second consecutive month and setting a new record for the company's monthly deliveries.

Furthermore, NIO Auto announced exciting news in the overseas market. On September 24, the NIO C10 and T03 models made their official debut in the European market, marking a significant step forward in NIO Auto's internationalization strategy. According to NIO Auto, the company plans to leverage Stellantis' distribution network to expand its global sales outlets to 350 by the fourth quarter and introduce at least one new model each year over the next three years, accelerating its international market expansion.

XPeng Motors: Product Upgrades and Sales Recovery

XPeng Motors delivered another solid performance in September. The company delivered 21,352 new vehicles, representing a year-on-year increase of 39% and a month-on-month growth of 52%, setting a new record for monthly deliveries. Notably, deliveries of the XPeng MONA M03 surpassed the 10,000-unit mark, becoming a new growth driver for XPeng Motors.

XPeng Motors' Chairman He Xiaopeng commented, "Since the launch of MONA M03, XPeng has entered a robust product cycle and a period of rapid growth." As XPeng Motors continues to upgrade its product line and gradually release production capacity, the company expects to achieve significant month-on-month growth in deliveries in the third and fourth quarters of this year, with the potential to set a new delivery record in the fourth quarter.

NIO Inc.: Steady Progress and New Brand Breakthrough

NIO Inc. also performed impressively in September. The company delivered 21,181 new vehicles, marking a year-on-year growth of 35.4% and a notable month-on-month increase. NIO has maintained monthly sales above 20,000 units for the fifth consecutive month, demonstrating its market stability and growth potential.

Notably, the first product of NIO's new brand, Ledao L60, received an overwhelming response upon its launch, underscoring market anticipation and recognition of NIO's new brand. NIO Chairman Li Bin revealed that orders for Ledo L60 exceeded expectations and that the company is currently ramping up production, with the goal of achieving monthly deliveries exceeding 10,000 units by December this year.

Other New-Force Automakers: Displaying Diverse Strengths

Apart from the aforementioned leading new-force automakers, other players also delivered impressive results in September. ZEEKR delivered 21,333 units, marking a year-on-year growth of 77% and a month-on-month increase of 18%, showcasing robust growth momentum. Landwind Auto delivered over 10,000 units in September, achieving a "five-month winning streak" in monthly sales. The all-new Landwind Dreamer surpassed 5,000 deliveries within 12 days of its launch. Automakers like IM Motors and Geely's JEEP brand also achieved significant month-on-month growth in deliveries.

Policy Support and Market Drivers

Behind the new highs achieved by multiple new-force automakers in September lies a combination of active national policy support and robust market demand. This year, national scrappage and replacement policies, along with local incentives, have provided significant subsidies for individual vehicles, driving market growth and potentially reducing consumer hesitancy. Additionally, the combined effects of the Mid-Autumn Festival and National Day holidays further stimulated auto consumption.

According to preliminary data from the China Passenger Car Association (CPCA), retail sales of passenger vehicles in China are expected to reach 2.1 million units in September, marking a year-on-year increase of 4% and a month-on-month growth of 10.1%. Specifically, retail sales of domestic NEVs are projected to reach 1.1 million units, up 47.3% year-on-year and 7.3% month-on-month, with a penetration rate of approximately 52.4%.

Cui Dongshu, Secretary-General of the CPCA, commented that as the national scrappage and replacement subsidy policies gain momentum, the market recovery is significantly boosting auto sales. The easing of price wars has reduced pressure on automakers, and the auto market is entering a period of sustained strength. With 21 working days in September, one more than last year, and no early holidays at the end of the month, the effective sales period was extended. This year's "Golden September" effect will be more pronounced, contributing to increased sales.

Entering October, national scrappage and replacement policies, combined with the Golden Week auto show and self-drive travel boom, as well as dealers' year-end push, will continue to drive demand in the domestic auto market. With domestic automakers Intensive release of new products , auto sales in October are expected to remain high or experience slight growth compared to September.

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