Chinese Automakers Post Record September EV Deliveries
· Automotive & EV · China
BYD hit a 2026 high with 463,561 September sales, up nearly 17% year on year, while Leapmotor, Zeekr and Xiaomi set records. Tesla registrations rose across Europe, and Geely and Nio also reported gains, but Li Auto and GWM sales fell.
Why it matters：China's monthly delivery data is the clearest gauge of EV demand momentum and of which brands are gaining share as competition intensifies globally.
Key points
- BYD notched a fifth straight month of year-on-year NEV growth and seventh sequential gain.
- Leapmotor topped 100,000 deliveries for a third consecutive month.
- Zeekr recorded its sixth straight monthly record, up about 104% year on year.
Sources (original reporting)
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