Week 39 data indicate that leading NEV brands in China are consolidating their market positions, while rising deliveries of new models provide momentum for emerging brands.
China’s new energy vehicle (NEV) market rankings for Week 39 (September 22–28) have been released.
Due to ongoing restrictions on the disclosure of vehicle registration and delivery data by relevant authorities, some figures remain partially unavailable, and the ranking relies on third-party sources.
Data show that as the latter part of the “Golden September” sales period unfolds, the overall market continues to gain momentum, though growth rates vary, and the gap between leading brands continues to widen.
BYD maintained its market leadership with 92,400 units sold, up approximately 30.6% from 70,750 units in Week 38.
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In addition to sales driven by established popular models, last week saw the launch of new versions of the Qin PLUS and Fangchengbao Titanium 3. The eighth transport vessel also began operations, increasing overseas delivery capacity.
Tesla delivered approximately 19,300 units last week, an 11.9% week-on-week increase, maintaining an upward trend for the fifth consecutive week.
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Notably, Tesla commenced its first Model Y deliveries in India last Saturday, with all vehicles produced at its Shanghai Gigafactory.
Leapmotor also posted strong growth, with sales reaching 16,000 units, up roughly 23.9% week-on-week, maintaining its position at the top of the NEV players’ rankings.
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Leapmotor recently announced the production of its one-millionth vehicle, while accelerating overseas expansion. The brand currently operates nearly 700 outlets across more than 30 countries in Europe, the Middle East, Africa, and the Asia-Pacific region, with over 640 in Europe alone.
Huawei-backed Harmony Intelligent Mobility Alliance (HIMA) delivered around 14,700 vehicles last week, up about 16.7% week-on-week. The AITO brand remains the primary sales driver, with total deliveries of 10,700 units.
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Last week, HIMA officially launched the new AITO M7 and Shangjie H5, targeting the RMB 250,000 ($35,060) and RMB 150,000 ($21,040) segments, respectively.
According to auto blogger Sun Shaojun, HIMA recorded over 75,000 new locked-in orders last week, with strong interest in the M7 boosting sales of Stelato S9t, AITO M8, and Luxeed R7 models.
Xiaomi delivered 11,000 vehicles last week, a slight increase of about 2.2% from 10,760 units the previous week.
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While delivery cycles for the SU7 and YU7 remain relatively long, sales channels indicated last week that efforts are underway to optimize delivery schedules, mostly reducing cycles by 1–2 weeks, with some models advanced by up to six weeks.
Currently, the SU7 (excluding the Max version) has a fastest delivery cycle of 34–37 weeks, while the YU7 is 36–39 weeks.
NIO Inc. recorded approximately 10,800 deliveries in Week 39, a substantial week-on-week increase of 61.9%, marking the first time in recent weeks that weekly deliveries exceeded 10,000 units.
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Specifically, the NIO brand delivered 5,200 units, ONVO delivered around 3,800 units (including 1,200 L60 units and 2,600 L90 units), and Firefly delivered about 1,800 units.
Notably, ONVO L90 reached its 20,000th delivery within 60 days of launch, contributing significantly to weekly sales growth.
XPeng delivered roughly 10,400 units last week, up 13.5% week-on-week. Among models, the new P7 reached its 10,000th unit off the line last week.
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The MONA M03 has maintained a strong delivery pace since launch, surpassing 180,000 cumulative units. It has consistently exceeded 10,000 monthly deliveries for 13 consecutive months and remains the best-selling pure electric A-segment sedan.
Li Auto delivered 8,600 units last week, remaining largely flat with a slight week-on-week increase of 0.2%.
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The new i6 received over 20,000 orders on its first day, surpassing the initial demand recorded for the L9 launch. With a planned i6 production capacity of 45,000–50,000 units, deliveries next week are expected to further lift overall sales. In line with this, Li Auto launched a cross-year purchase tax subsidy program today.
Overall, Week 39 shows that leading brands such as BYD and Tesla continue to expand market share through new models, production capacity, and exports, while newer players including Leapmotor, NIO, and XPeng demonstrate phased growth driven by product launches and structural adjustments.
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