--- title: "Some are happy, some are worried! In September, delivery data from major car manufacturers was released, with Li Auto, XPeng, and ZEEKR hitting record highs. \"Big Brother\" SAIC Group remained silent on total sales" description: "The September car delivery data is out, and the competition in the new energy vehicle market is intense. BYD continued to lead with sales of 419,426 vehicles, a year-on-year increase of 45.6%. SAIC Gr" type: "news" locale: "en" url: "https://longbridge.com/en/news/215706718.md" published_at: "2024-10-01T11:45:06.000Z" --- # Some are happy, some are worried! In September, delivery data from major car manufacturers was released, with Li Auto, XPeng, and ZEEKR hitting record highs. "Big Brother" SAIC Group remained silent on total sales > The September car delivery data is out, and the competition in the new energy vehicle market is intense. BYD continued to lead with sales of 419,426 vehicles, a year-on-year increase of 45.6%. SAIC Group sold over 129,000 new energy vehicles, a 38% increase year-on-year, but did not disclose the total sales, which raised concerns. Great Wall Motors saw a 10.88% year-on-year decrease in sales. New forces such as Li Auto, XPeng, and ZEEKR achieved record high delivery volumes, with Li Auto delivering 53,709 vehicles, a 48.9% increase year-on-year. Xiaomi's car division also performed well, with over 10,000 units of the SU7 delivered in September and a target of over 20,000 units in October Financial news on October 1st: In September, delivery data from major car manufacturers brought both joy and sorrow. BYD, the "king of comparison," maintained its leading position in new energy vehicles, with sales of 419,426 vehicles in September, a year-on-year increase of 45.6%. The sales of pure electric passenger cars reached 164,956 units. SAIC Group closely followed, with preliminary statistics showing that the sales of new energy vehicles by SAIC Group in September exceeded 129,000 units, a year-on-year increase of about 38%. However, the total sales of the "big brother" SAIC Group did not appear in the poster, leaving people puzzled. Previously, SAIC Group experienced a decline in sales in August, with total vehicle sales of 257,635 units, a year-on-year decrease of 39.14%. In addition, Great Wall Motors continued to decline year-on-year, with 108,398 vehicles sold in September, a decrease of 10.88%, and 30,129 new energy vehicles sold. Meanwhile, emerging electric vehicle companies continued to achieve great success, with NIO, XPeng, and ZEEKR all reaching record delivery numbers in September. Li Auto delivered 53,709 new cars in September, a year-on-year increase of 48.9%. In the third quarter of 2024, Li Auto delivered 152,831 vehicles, a year-on-year increase of 45.4%. As of September 30, 2024, Li Auto has delivered a total of 341,812 vehicles in 2024, with a historical cumulative delivery of 975,176 vehicles. XPeng delivered a total of 21,352 new cars in September, a year-on-year increase of 39% and a month-on-month increase of 52%. Among them, XPeng MONA M03 deliveries exceeded 10,000 units. From January to September 2024, XPeng has delivered a total of 98,561 new cars, a year-on-year increase of 21%. ZEEKR also reported record high deliveries in September. ZEEKR delivered 21,333 vehicles in September, a year-on-year increase of 77% and a month-on-month increase of 18%; a total of 142,873 vehicles were delivered from January to September, a year-on-year increase of 81%. In addition, Xiaomi delivered over 10,000 units of the SU7 in September, achieving the goal of exceeding 10,000 deliveries for the fourth consecutive month. The production and delivery target for October is to exceed 20,000 units. Xiaomi's factory will continue to increase production in October, aiming to produce 20,000 units in a single month. It is expected to achieve the annual delivery target of 100,000 units ahead of schedule in November. Lei Jun, Chairman of Xiaomi Group, stated during a live broadcast that 20,000 units of the Xiaomi car SU7 will be delivered in October. Lei Jun also mentioned that Xiaomi has been receiving over 4,000 new orders per week for the Xiaomi car since September, with delivery schedules already extending to February next year. Furthermore, ZEEKR and NIO both delivered over 20,000 units in September. Below are the specific delivery data: BYD: Car sales in September were 419,426 units, with pure electric passenger car sales of 164,956 units. Chery Holding Group: Car sales in September were 244,534 units, a year-on-year increase of 28.6% Geely Auto: In September, sales reached 201,949 units, a year-on-year increase of 21%. Great Wall Motors: In September, car sales were 108,398 units, a year-on-year decrease of 10.88%. Li Auto: In September, delivered 53,709 new cars, a year-on-year increase of 48.9%. Hongqi Intelligent Drive: In September, delivered a total of 39,931 new cars. GAC Aion: In September, global sales reached 35,900 units. Leapmotor: In September, delivered 33,767 new cars, a year-on-year increase of 113.7%. Deep Blue Auto: In September, delivered 22,709 new cars, a year-on-year increase of 30.74%. XPeng Motors: In September, delivered 21,352 new cars, a year-on-year increase of 39%. ZEEKR Motors: In September, delivered 21,333 new cars, a year-on-year increase of 77%. Nio: In September, delivered 21,181 units, a year-on-year increase of 35.4%. BAIC New Energy: In September, sold 15,781 new cars. SAIC Group: In September, sold over 129,000 new energy vehicles, a year-on-year increase of about 38%. Changan Qiyuan: In September, delivered 11,615 new cars. Nezha Auto: In September, delivered a total of 10,118 vehicles. Xiaomi Auto: SU7 deliveries exceeded 10,000 units. Voyah Auto: In September, delivered 10,001 new cars, a year-on-year increase of 99.62%. Avita Auto: In September, delivered 4,537 new cars, a year-on-year increase of 47%. IM Motors: In September, sold 4,516 new cars, a year-on-year increase of 150%. Jiye Auto: In September, delivered 2,605 new cars, a month-on-month increase of 23% ### Related Stocks - [ZK.US - ZEEKR Intelligent Tech](https://longbridge.com/en/quote/ZK.US.md) - [LI.US - Li Auto](https://longbridge.com/en/quote/LI.US.md) - [02015.HK - LI AUTO-W](https://longbridge.com/en/quote/02015.HK.md) - [XPEV.US - XPeng](https://longbridge.com/en/quote/XPEV.US.md) - [09868.HK - XPENG-W](https://longbridge.com/en/quote/09868.HK.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 佐丹奴小股東獲支付最多 15 億 成監管和解首例 分析：或成日後重要參考 | 證監會與華富國際及 Clear Prosper 達成和解，涉及佐丹奴股份交易違規行為。兩公司同意向受影響的獨立股東支付最高 15 億元現金賠償。2016 年和 2022 年股東將分別獲得每股 0.996 元和 0.412 元的賠償。此和解為 | [Link](https://longbridge.com/en/news/276401818.md) | | 馬年金鈔熱銷賣斷市 僅售千元 大讚好過現金利是「紀念理財一舉兩得」 | 隨著農曆馬年到來，深圳水貝市場迎來黃金消費高峰，1 克重的「馬年紀念金鈔」成為熱銷產品，現已全線斷貨。金價回調後，消費者需求迅速釋放，傳統金飾和小克重吊墜也受到歡迎。各大銀行推出的金鈔產品同樣熱賣，結合傳統習俗與保值需求，金鈔銷售火爆。 | [Link](https://longbridge.com/en/news/276089886.md) | | 【每日通告】嵐圖汽車 (7489) 介紹形式上市，速騰聚創 (2498) 受惠產品銷量增長，去年虧損大幅收窄 | 嵐圖汽車預計於 3 月 19 日以介紹形式上市，H 股數目約 8.85 億股。新明中國建議進行 1 供 6 供股，集資超過 1 億元，主要用於償還債務。速騰聚創預計去年虧損大幅收窄，主要受益於雷射雷達產品銷量增長。宏利金融獲準回購併註銷最多 | [Link](https://longbridge.com/en/news/276404702.md) | | Andy Home 表示，ROI-West 需要制定自己的定價策略以擺脱對中國稀土的依賴 | 最近稀土價格的激增使其超過了美國政府對 MP Materials 的保證底價，惠及納税人。然而，目前的定價參考由中國設定，這給西方建立自己的定價機制帶來了挑戰。美國國防部有一個逃生條款，可以在開發出替代價格指數時進行切換。西方機構正在探索這 | [Link](https://longbridge.com/en/news/276459435.md) | | 小鵬汽車發佈 GX，作為其新的旗艦 SUV | 小鵬汽車即將推出其新的旗艦六座 SUV——GX，計劃在中國上市。該車型將提供電池電動版和增程版。GX 的長度為 5.27 米，旨在滿足豪華 SUV 市場的需求，配備獨立的後排座椅。它將提供六種不同的配置，支持四級自動駕駛，並採用 CALB | [Link](https://longbridge.com/en/news/276145922.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.