EV Data

In the third quarter, Leapmotor delivered a record 44,325 vehicles, up 24.48 percent year-on-year and up 30.39 percent from the second quarter.

The G6 delivered 8,132 units in September, contributing 53.12 percent of Xpeng's monthly deliveries.

This is the sixth consecutive record monthly delivery for Li Auto, bringing third quarter deliveries to a record 105,108 units, above the upper end of the previous guidance range of 100,000 to 103,000 units.

Between September 1 and September 24, Nio was at 13,900 units, Xpeng at 10,400 units, Li Auto at 29,200 units, Tesla at 35,900 units and BYD at 176,200 units.

China's NEV penetration at retail is expected to be around 37.9 percent in September, up from 37.3 percent in August.

Between September 1 and September 17, Li Auto was 20,100, Nio was 9,900 and Xpeng was 6,900.

Most EV makers saw a dip in insurance registrations last week, as it was the beginning of the month, when deliveries are usually slow, while the week before included the last days of August, when deliveries are usually strong.

From January to August, China's NEV sales were 5.37 million units, up 39.51 percent year-on-year, accounting for 29.5 percent of all vehicle sales.

All three Li Auto models delivered more than 10,000 units in August, with the least expensive Li L7 continuing to contribute the most.

The G6 contributed 51.63 percent of Xpeng's deliveries in August, while the P7 contributed 30.98 percent.