ChinaChinese carmakers published their October 2026 figures on 1 November, and the month split the field. Leapmotor delivered a record 106,127 vehicles and Xpeng passed 50,000 in a single month for the first time. Nio, Li Auto and Huawei’s HIMA alliance all delivered fewer cars than a year earlier. Companies report on different bases: Leapmotor, Xpeng, Xiaomi, Nio, Li Auto, Zeekr and HIMA publish deliveries, while BYD and Geely publish sales.
| Maker | Basis | October 2026 | vs October 2025 | vs September |
|---|---|---|---|---|
| Zeekr | Deliveries | 32,483 | +51.63% | -12.72% |
| Leapmotor | Deliveries | 106,127 | +50.99% | +0.45% |
| Xpeng | Deliveries | 50,237 | +19.57% | +21.77% |
| BYD | NEV sales | 490,168 | +10.97% | +5.74% |
| Xiaomi Auto | Deliveries | Over 50,000 | At least +2.77% | At least +24.95% |
| Geely Auto | Sales | 310,183 | +0.99% | +6.17% |
| Li Auto | Deliveries | 29,025 | -8.63% | -8.78% |
| Nio Inc | Deliveries | 34,246 | -15.23% | -8.45% |
| Huawei HIMA | Deliveries | 33,537 | -50.84% | -10.54% |
Xiaomi did not publish an exact figure, so its growth rates use 50,000 as a floor.
Records and first-time marks
Leapmotor has now delivered more than 100,000 vehicles in four consecutive months. Its first ten months total 772,666 vehicles, up 65.88%, or 77.27% of its 1,000,000-car annual target. Reaching that target needs 227,334 in November and December, an average of 113,667 a month, above October’s level.
Xpeng’s 50,237 deliveries beat its previous record of 42,013, set in October 2025. Overseas deliveries reached a record 13,326, up 166% and 26.53% of the total. Over ten months Xpeng has delivered 334,604 vehicles, down 5.80%, a smaller decline than the 9.20% after nine months.
BYD sold 490,168 NEVs, its best month of 2026, up 10.97%. Battery-electric passenger sales were 305,743, up 37.38% and above 300,000 for the first time. Plug-in hybrid passenger sales were 177,382, down 17.23%. Exports were 170,194, up 102.84%, while sales in China were 319,974, down 10.57%. BYD’s ten-month total is 3,621,744, down 2.16%.
Geely Auto sold 310,183 vehicles, 245 short of its monthly record from November 2025. NEV sales passed 200,000 for the first time, at 214,996, up 20.86% and a record 69% of its sales. Exports were 107,153, up 157.78%, while sales in China fell 23.55% to 203,030.
Declines in context
Nio delivered 34,246 vehicles, its lowest month since April. It also ended 31 consecutive months of year-on-year growth, the first annual decline since February 2024. The Nio brand itself delivered 18,125, up 5.73%, and Firefly delivered a record 7,738. Onvo’s 8,383 deliveries were down 51.66%. For the first ten months Nio Inc is still up 38.46% on 334,547 vehicles.
Li Auto’s 29,025 deliveries were its lowest since February, and its ten-month total of 322,461 is down 1.96%. The company launched the 2026 Li i6 on 28 October with deliveries starting the next day, and plans to raise its monthly capacity to 20,000 in November.
HIMA delivered 33,537 vehicles, its lowest month since April and its fifth straight year-on-year decline. Its ten-month total of 400,766 is down 3.91%, after being up 5.27% through September.
One month is a small window. Year to date, Nio is still up 38.46%, while Li Auto, Xpeng and HIMA are down by single digits. November and December results will show whether October was a turning point or a dip.
Source: Company October 2026 reports, compiled by CnEVPost
