Produced by Zhineng Auto and Zhineng Technology

Compiled Using Monthly Insurance Data

Analysis Across Three Key Metrics

39,665 Units Insured in September · 350 Units Less Than Retail Sales · Official Statement Only Confirms "Over 40,000 Units"

Cumulative Insurance Registrations Reach 287,000 Units from January to September

In September, Xiaomi Auto insured 39,665 vehicles, marking a notable increase of 9,510 units from August's 30,155 units and returning to the 40,000-unit threshold. Dongchedi reported retail sales of 40,015 units, with only 350 fewer units insured. Xiaomi's official statement simply noted "over 40,000 units delivered in September." As Xiaomi sells all its vehicles directly in the domestic market without any exports, direct sales ensure that vehicles are both delivered and registered in the same month. Consequently, Xiaomi's insurance data can be directly considered as representing true domestic sales figures.

Sales Overview of Key Models

Stable Pure Electric Segment:

SU7: 15,710 units insured compared to 15,751 units in retail, with retail sales exceeding insurance by 41 units.

YU7: 11,802 units insured versus 11,820 units in retail, with retail sales exceeding insurance by 18 units.

Significant Growth from Newly Launched Extended-Range SUVs:

Pengcheng N70: 6,899 units insured compared to 7,147 units in retail, with retail sales exceeding insurance by 248 units.

Pengcheng N90: 5,254 units insured versus 5,297 units in retail, with retail sales exceeding insurance by 43 units.

Combined, these two models accounted for 12,153 units, representing approximately 31% of Xiaomi's total vehicle lineup.

Achieving 12,000 units in a single month in September, these models were the primary drivers behind Xiaomi's sales surge from 30,000 to 40,000 units. Based on current orders, these two models are expected to be Xiaomi's main delivery products from October to December!

The official statement highlighted that the Pengcheng series delivered over 10,000 units in its debut month, a figure consistent with the 12,000 units indicated by insurance data. This milestone marks Xiaomi's initial expansion from two pure electric models, SU7/YU7, to a diversified four-model lineup featuring "pure electric + extended-range" options.

Summary: Xiaomi Auto insured 40,000 vehicles in September, with only a 350-unit gap compared to retail sales. The nearly 10,000-unit increase from the previous month was predominantly driven by the two new extended-range models, Pengcheng N70/N90, while the pure electric models, SU7/YU7, maintained stable sales at 27,500 units.

*Data Metrics Explained: Insurance data refers to monthly insurance registrations (compulsory traffic insurance, aggregated by model). Official delivery figures are based on company disclosures (providing only an approximate figure of "over 40,000 units" without a precise value). Retail data is sourced from Dongchedi's "September 2026 Model Sales Rankings" (the same source as the China Passenger Car Association). "More/fewer than retail" indicates the difference between insurance and retail figures; a positive value means insurance registrations exceed retail sales.