Roundup: October 2026 deliveries by major Chinese automakers

Key Points:

• Xpeng set a new monthly delivery record in October by exceeding 50,000 vehicles for the first time, driven largely by a 166% year-on-year surge in overseas deliveries, while Nio and Li Auto experienced declines in both year-on-year and month-on-month deliveries.
• Leapmotor continued its strong performance with over 100,000 vehicles delivered for the fourth consecutive month, and Xiaomi Auto achieved its highest monthly delivery total this year, surpassing 50,000 vehicles.
• BYD and Geely reported growth in new energy vehicle (NEV) sales, with BYD reaching a record 490,168 NEV sales in October and Geely exceeding 200,000 NEV sales for the first time, although domestic sales for both showed some declines.
• Huawei-led HIMA faced significant challenges, with October deliveries dropping over 50% year-on-year, resulting in negative year-to-date growth for the first time this year.
• Other major players such as Chery and SAIC-GM-Wuling posted solid growth in vehicle sales and exports, while GWM saw a decline in domestic sales despite record overseas deliveries and NEV sales exceeding 40% of total sales.