Produced by Zhineng Auto and Zhineng Technology

Compiled based on monthly vehicle insurance data

Three-perspective breakdown

33,752 vehicles insured in September · 7,504 fewer than official deliveries · 3,054 more than retail sales · Cumulative 223,000 vehicles insured from January to September

In September, XPENG Motors had 33,752 vehicles insured, an increase of 3,321 units from August; official deliveries were 41,256 units (118,400 units cumulative in Q3), with 7,504 fewer insured vehicles than deliveries. The retail side, as recorded by Dongchedi, included 10 models totaling 30,698 units, with 3,054 more insured vehicles, indicating a generally normal domestic situation. Cumulative insured vehicles from January to September reached 223,486 units.

Sales review of key models

Mona L03: 12,702 insured vs. 12,000 retail (702 more insured), ranked first overall;

Mona M03: 7,330 insured vs. 5,553 retail (1,777 more)

GX: 6,772 insured vs. 6,780 retail (almost no difference)

G9L: 1,255 insured vs. 1,100 retail (155 more)

P7+: 2,288 insured vs. 2,132 retail (156 more), P7: 1,481 insured vs. 1,317 retail (164 more); X9/G7/G6/G9: 813/585/363/146 insured vs. 805/520/257/135 retail, all slightly ahead.

G9L had 1,255 vehicles insured in September, just beginning mass delivery

One-sentence summary: XPENG Motors had 34,000 vehicles insured in September, with 3,054 more insured vehicles reflecting the domestic registration pace. L03 surpassed 10,000 units, while M03/GX supported the domestic market.

*Data perspective: Vehicle insurance refers to monthly insurance data (compulsory traffic insurance, aggregated by model level); official deliveries refer to the voluntary announcement delivery perspective by the company on the Hong Kong Stock Exchange (including exports); retail refers to Dongchedi's 'September 2026 Model Sales Rankings' (same source as CPCA). 'More/fewer than retail' = insured vs. retail, with positive values indicating insured vehicles leading retail.*