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Roundup: October 2026 deliveries by major Chinese automakers

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Roundup: October 2026 deliveries by major Chinese automakers

Deliveries among China's major EV makers diverged further in October, with Xpeng (NYSE: XPEV) setting a monthly record while Nio Inc (NYSE: NIO) and Li Auto (NASDAQ: LI) posted both year-on-year and month-on-month declines.

According to figures released by the companies on Sunday, Xpeng's monthly deliveries exceeded 50,000 for the first time, with overseas deliveries reaching a record high. Nio's deliveries fell to their lowest level since April, while Li Auto's dropped to their lowest since February.

Leapmotor (HKEX: 9863) delivered more than 100,000 vehicles for the fourth consecutive month, setting another record. Xiaomi Auto delivered more than 50,000 vehicles, its highest monthly total this year.

Deliveries at the Huawei-led HIMA (Harmony Intelligent Mobility Alliance) fell more than 50% year-on-year, pushing its year-to-date delivery growth into negative territory for the first time this year.

Below are the October figures announced by major automakers and brands, with year-on-year, month-on-month and cumulative comparisons based on data compiled by CnEVPost.

Nio Inc delivered 34,246 vehicles in October, down 15.23% year-on-year and 8.45% month-on-month, ending 31 consecutive months of year-on-year growth.

This marked the company's first year-on-year decline in monthly deliveries since February 2024 and its lowest monthly total since April this year.

The Nio main brand delivered 18,125 vehicles in October, up 5.73% year-on-year but down 14.98% month-on-month. Onvo delivered 8,383 vehicles, down 51.66% year-on-year and 4.34% month-on-month.

61% month-on-month, setting a record for the second consecutive month. It was also the company's only brand to post a month-on-month increase.



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