BYD Sales Decline Signals EV Market Slowdown Amid Rising Competition

Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !-- wp:paragraph -->

Contents

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

The recent sales data from BYD and emerging EV manufacturers underscore a pivotal moment in China’s electric vehicle market. BYD’s first decline in 2025 highlights mounting pressures from intense price wars and market saturation. Conversely, the surge among smaller, agile EV companies points to shifting consumer preferences and the growing impact of strategic pricing and innovation. !-- wp:paragraph -->

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Impact: BYD’s sales decline signals a cautious outlook for China’s EV market growth in late 2025, while the rise of emerging brands introduces new competitive dynamics that could accelerate innovation and price competition.

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !-- wp:paragraph --> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !-- wp:paragraph -->

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !-- wp:paragraph --> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !-- wp:paragraph -->

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !-- wp:paragraph --> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !-- wp:paragraph --> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !-- wp:paragraph -->

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Contents

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

China’s electric vehicle giant BYD experienced a notable shift in its sales trajectory in September 2025, reporting its first year-on-year decline in deliveries since the start of the year. The automaker delivered 393,060 units, representing an almost 6% drop compared to the same month last year. This downturn emerges despite the industry entering its traditional peak sales season, raising concerns about a broader slowdown in the domestic EV market. !– wp:paragraph –> The company has responded by reducing its annual sales target by up to 16%, lowering expectations to approximately 4.6 million units for the year. This adjustment reflects intensifying price competition among EV manufacturers within China’s highly contested market. !– wp:paragraph –> Nevertheless, BYD continues to maintain a commanding position, capturing over 54% of total electric vehicle sales in September, reaffirming its status as the dominant market leader. !– wp:paragraph –>

Emerging EV Brands Post Strong Gains

While BYD’s growth falters, several EV newcomers have reported record-breaking monthly deliveries, propelled by competitive pricing and fresh model launches. Industry analysts attribute this surge to aggressive promotions by manufacturers and supportive government incentives during the peak sales period spanning the last four months of the year. !– wp:paragraph –> Joey Ying, an automotive analyst at Nomura, noted a “sequential improvement” in market performance driven by these factors, which typically boost demand in this timeframe. !– wp:paragraph –>

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

Leapmotor achieved a remarkable 66,657 vehicle deliveries in September, nearly doubling its year-over-year performance. Its C10 and C16 models have dominated their respective price segments for multiple consecutive months.
Harmony Intelligent Mobility Alliance, backed by Huawei and including brands like Aito and Chery, posted a monthly record of 52,916 units, surpassing its recent delivery plateau.
Xiaomi reached a milestone with over 40,000 units delivered, doubling its January figures. The company’s YU7 model, launched in July, has cumulatively sold 40,000 units in just three months, directly challenging Tesla’s Model Y.
Xpeng recorded 41,581 deliveries, marking a 95% year-over-year increase and breaking the 40,000-unit barrier for the first time since late 2024.
Nio delivered 34,749 vehicles, achieving a second consecutive month of record sales, with nearly half attributed to its family-oriented Onvo brand.
Li Auto rebounded with 33,951 deliveries after a dip in previous months, despite recent challenges linked to a marketing misstep.
Zeekr, owned by Geely, posted 18,257 deliveries, slightly below its May peak but maintaining a solid output.

FinOracleAI — Market View

Opportunities: New entrants can capitalize on demand for affordable EVs and innovative features, leveraging government incentives and promotional cycles.
Risks: Established players like BYD face risks from aggressive competition and potential market saturation, which may erode margins and growth prospects.
Continued government support remains a critical factor influencing sales trends during the peak season.
Consumer preference shifts toward diversified EV offerings could reshape market share distribution in coming quarters.

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FinOracleAI — Market View

FinOracleAI — Market View

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

FinOracleAI — Market View

FinOracleAI — Market View

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

BYD Sales Decline Highlights Market Slowdown

Emerging EV Brands Post Strong Gains

FinOracleAI — Market View

FinOracleAI — Market View