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The automotive industry witnessed a remarkable surge in September, with multiple Chinese automakers posting all-time high sales figures for new energy vehicles. This electric vehicle boom underscores a broader shift toward sustainable transportation, as consumers increasingly embrace battery car options. From established players to emerging brands, the automobile sector is riding a wave of innovation and policy support, driving the new energy car segment to new heights. Let’s delve into the details of this exciting development.
In September, several leading companies reported staggering delivery numbers, highlighting the rapid adoption of electric vehicle models. Leapmotor, for instance, delivered 66,700 units, marking the first time its monthly deliveries exceeded 60,000 and solidifying its position as a frontrunner among new energy car manufacturers. Similarly, Xiaopeng Motors saw a dramatic rise, with 41,581 car deliveries—a 95% year-on-year increase and a 10% month-on-month growth, setting a new record for the brand. This surge in automobile sales wasn’t limited to niche players; Xiaomi Auto, part of the broader Beijing-based automobile group, also celebrated a milestone by exceeding 40,000 deliveries for the first time.
Other major contributors to this battery car boom include Li Auto, which delivered 33,951 units, representing a 19.01% month-on-month increase, and Nio, which achieved a delivery record of 34,749 vehicles—a 64.06% year-on-year jump and 11% monthly growth. Nio’s ambitious target of 150,000 deliveries in the fourth quarter, if met, could propel it into the “million club” alongside Leapmotor, further cementing the electric vehicle market’s expansion. Overall, September’s new energy car sales reached 396,300 units, with passenger cars accounting for 393,100 of those. On the global front, BYD exported 71,256 battery car units, showcasing the international appeal of Chinese automobile innovations.
The “Golden September, Silver October” traditional peak season played a pivotal role in this electric vehicle sales spike, according to industry analyses. Subsidies and government incentives, including national funds and local purchase subsidies, fueled consumer enthusiasm for new energy car options. Many buyers rushed to take advantage of these limited-time offers, leading to a noticeable uptick in orders and automobile transactions. The China Automobile Dealers Association noted that the “Golden September” period largely met expectations, with regional auto exhibitions and promotional policies significantly boosting sales in the latter half of the month.
Projections for October suggest a “high start and steady trend” in the automobile market, supported by the ongoing festive season and year-end dealer promotions. The National Day and Mid-Autumn Festival holidays, in particular, drove travel-related demand for battery car models, as families sought reliable and eco-friendly transportation. This seasonal effect, combined with aggressive marketing, is expected to sustain the momentum for electric vehicle sales, potentially leading to a moderate recovery in overall figures. The association estimates that passenger car terminal sales could reach around 2.2 million units in September, reflecting the robust appetite for new energy car innovations.
Behind the scenes, government initiatives and infrastructure upgrades have been crucial in facilitating this electric vehicle boom. The National Energy Administration actively promoted the construction of high-power charging facilities and enhanced monitoring of charging networks, ensuring efficient service during the holiday travel peak. This focus on reliability is vital for battery car owners, as it addresses range anxiety and encourages more consumers to switch to new energy car options. Data from the national charging facility monitoring platform revealed that on October 1st alone, highway charging stations handled 17.4858 million kilowatt-hours of electricity—a 41.95% year-on-year increase and a record high.