October EV sales: BYD leads with 490,168, Xiaomi tops 50,000: what are the key facts?

BYD delivered 490,168 vehicles in October, up 10.97% year over year, retaining the top spot.

October EV sales: BYD leads with 490,168, Xiaomi tops 50,000: what are the key facts?

SAIC Motor sold 430,018 vehicles in October, down 5.28% year over year, ranking second.

October EV sales: BYD leads with 490,168, Xiaomi tops 50,000: what are the key facts?

Geely sold 310,183 vehicles in October, surpassing Chery's 282,458 to take third place.

October EV sales: BYD leads with 490,168, Xiaomi tops 50,000: what are the key facts?

Leapmotor sold 106,127 vehicles in October, marking its fourth consecutive month above 100,000 units.

October EV sales: BYD leads with 490,168, Xiaomi tops 50,000: what are the key facts?

Xiaomi Auto delivered more than 50,000 vehicles in October, while Xpeng delivered 50,237, a new single-month high.

Physix Frontier · News Briefing Card (enbrief · Nov 2, 2026)

October EV sales: BYD leads with 490,168, Xiaomi tops 50,000

KEY FACTS

BYD delivered 490,168 vehicles in October, up 10.97% year over year, retaining the top spot.
SAIC Motor sold 430,018 vehicles in October, down 5.28% year over year, ranking second.
Geely sold 310,183 vehicles in October, surpassing Chery's 282,458 to take third place.
Leapmotor sold 106,127 vehicles in October, marking its fourth consecutive month above 100,000 units.
Xiaomi Auto delivered more than 50,000 vehicles in October, while Xpeng delivered 50,237, a new single-month high.

KEY DATA

490,168 vehiclesBYD October deliveries

430,018 vehiclesSAIC Motor October sales

over 50,000 vehiclesXiaomi Auto October deliveries

over 400,000 yuanHIMA average price across lineup

PHYSIX OBSERVATION

The top-tier landscape is stabilizing, but the second-tier camp is clearly diverging: Leapmotor has broken 100,000 for consecutive months on value for money, and Xiaomi's return above 50,000 shows its production ramp is paying off; by contrast, Nio, Li Auto and HIMA are down year over year, and competitive pressure in the premium segment is now showing. HIMA, with an average price above 400,000 yuan, saw deliveries halve - a signal worth watching.

Source: enbrief original report ↗