One-sentence summary
October 2026 EV deliveries split sharply: Leapmotor led with over 100k, Xiaomi Auto broke 50k monthly for the first time, Xpeng delivered 50,237 (13,326 overseas), while Seres sold 27,037, down 50.29% YoY.
The Overall Picture
On November 1, 2026, several EV makers reported October delivery and sales figures. Golden October was no longer a broad rise; gaps opened between leaders and laggards, and between domestic and overseas markets.
Leaders and Records
Leapmotor led with over 100,000 deliveries, with its new A and D series filling previously uncovered price bands. Xiaomi Auto broke 50,000 monthly sales for the first time. Xpeng delivered 50,237 units, including 13,326 overseas, and opened XPeng AI Engineering and a physical-AI ecosystem at the Paris summit.
Under Pressure
Seres announced on November 1 October sales of 27,037 units, down 50.29% YoY; January-October cumulative 310,198 units, down 21.48% YoY, reflecting pressure amid price wars and product-cycle shifts.
Trend Watch
Structurally, multi-price-band coverage, overseas volume, and physical-AI (humanoid, Robotaxi, flying car) ecosystem bets are the key variables separating this season's new-force makers.
Sources
- Ifeng: October EV scores
- Toutiao: Xpeng October deliveries 50,237
- NetEase: Seres October sales 27,037