Monthly EV Sales

"Fab 5 China EV sales came in mixed during September as product transitions and the supply chain hurt delivery volume," Edison Yu's team said.

BYD's flagship Han family of sedans sold 31,497 units in September, while Seal, seen as a strong rival to the Tesla Model 3, sold 7,473 units.

BYD sold 94,941 pure electric vehicles in September, up 161.5 percent from 36,306 units in the same month last year.

Leapmotor was listed in Hong Kong on September 29, but fell 33.54 percent in its debut and 22.26 percent the next day.

This delivery volume includes 4,634 P7s, 2,417 P5s, 1,233 G3i SUVs, and 184 G9 SUVs.

Nio delivered a record 31,607 units in the third quarter, slightly above the low end of its previous guidance range of 31,000-33,000 units.

Neta currently offers budget EVs Neta V and Neta U in China, with deliveries of its flagship sedan Neta S expected to begin in the fourth quarter.

In the third quarter, Zeekr delivered 20,464 vehicles, up 90 percent from 10,769 in the second quarter.

Li Auto delivered 26,524 units in the third quarter, above the recently lowered guidance of about 25,500 units.

At retail, China's NEV penetration rate reached a record 29.7 percent in September.