Xiaomi Auto September Deliveries Rise 32.71% to 40,015

Xiaomi Auto September Deliveries Reach 40,015 Vehicles

Xiaomi Auto, the electric vehicle business of Xiaomi, delivered 40,015 vehicles in September, recording its highest monthly total of the year as its newly launched Sky Nomad extended-range SUV lineup began contributing to sales. The figure appeared in a China Passenger Car Association (CPCA) report released on October 12. Xiaomi had previously disclosed that monthly deliveries had exceeded 40,000 vehicles without providing the exact total. Despite the monthly milestone, September deliveries remained 4.61% below the 41,948 vehicles recorded in the same month a year earlier. The result marked a second consecutive year-on-year decline, even as deliveries rebounded strongly from August.

Monthly Deliveries Rebound 32.71% From August

September deliveries increased 32.71% from the 30,153 vehicles recorded in August, ending two consecutive months of sequential declines and marking Xiaomi Auto's largest monthly increase since April. The improvement indicates a substantial month-to-month recovery, although the year-on-year comparison remained negative. The September total of 40,015 vehicles exceeded Xiaomi's previously disclosed threshold of 40,000 deliveries and established a new monthly high for the calendar year. The contrast between the sequential increase and annual decline shows that monthly momentum improved without fully reversing the weakness measured against the previous year. The newly introduced Sky Nomad lineup contributed to the month's overall delivery performance.

Sky Nomad Extended-Range SUVs Add 12,444 Deliveries

Xiaomi entered the extended-range electric vehicle (EREV) market on September 7 with the launch of its Sky Nomad lineup. Before this introduction, its automotive business had relied on the battery-electric SU7 sedan and YU7 SUV. The Sky Nomad range generated strong early order interest, with the company reporting more than 10,000 firm orders within four minutes of launch. On October 8, Xiaomi announced that locked-in orders for the lineup had exceeded 70,000 within 30 days. These order figures indicate substantial customer interest, although orders should not be treated as completed deliveries. In September, the new lineup began contributing measurable volume to Xiaomi Auto's total.

Sky Nomad N70 and N90 Delivery Breakdown

The Sky Nomad N70 delivered 7,147 vehicles in September, while the N90 recorded 5,297 deliveries. Together, the two models accounted for 12,444 vehicles during the month, representing a substantial contribution from Xiaomi's newly introduced extended-range SUV lineup. Their combined delivery total formed part of the company's 40,015-vehicle September result. The lineup's early contribution is relevant to Xiaomi's broader delivery trajectory because the company needs higher monthly volumes to achieve its annual target. However, the September figures alone do not establish whether the models can sustain or increase their delivery pace in subsequent months. Production expansion and the conversion of existing orders into completed deliveries remain important factors.

SU7 Sedan Deliveries Decline for the Twelfth Consecutive Month

The Xiaomi SU7 sedan lineup delivered 15,751 vehicles in September, down 19.55% from a year earlier and 4.64% from August. The year-on-year decline extended the lineup's downward trend to 12 consecutive months. Although the SU7 remained Xiaomi Auto's largest individual lineup by September deliveries among the three reported ranges, its declining volume contrasted with the contribution from the newly launched Sky Nomad models. The figures show that overall monthly growth did not translate into stronger performance across every vehicle lineup. The company's aggregate result therefore reflects a combination of new-model contributions and continued pressure on established products.

YU7 SUV Deliveries Fall 47.16% Year Over Year

The Xiaomi YU7 SUV lineup delivered 11,820 vehicles in September, representing a 47.16% decline from the same month a year earlier and a 13.31% decrease from August. These figures indicate both annual and sequential pressure on the lineup during the reporting period. The YU7's performance contrasted with the strong initial contribution from the Sky Nomad extended-range SUVs, which added 12,444 deliveries between the N70 and N90 models. While the new lineup helped lift Xiaomi Auto's overall September total, the available figures do not establish the specific causes behind the YU7's declines. The delivery data instead highlight differing trends among the company's individual vehicle ranges.

Third-Quarter Deliveries Decline 6.77% Year Over Year

Xiaomi Auto delivered 101,435 vehicles in the third quarter, compared with 108,796 in the same quarter a year earlier, a decline of 6.77%. The quarterly result shows that the September rebound was not enough to produce year-on-year growth across the full three-month period. For the first nine months of the year, deliveries reached 286,490 vehicles, up 7.41% from a year earlier. However, this growth rate was slower than the 9.65% increase recorded during the first eight months. The figures indicate that Xiaomi Auto continued to expand its year-to-date delivery total, but the pace of growth moderated as the year progressed.

Xiaomi Auto Faces a Significant Fourth-Quarter Delivery Requirement

Xiaomi Auto's 286,490 deliveries through September represented 52.1% of its annual target of 550,000 vehicles. To reach that goal, the company needs to deliver another 263,510 vehicles during the final three months of the year. This requirement translates into an average of approximately 87,837 vehicles per month, roughly 2.2 times the September total of 40,015. The gap between September's actual deliveries and the required monthly average indicates that Xiaomi would need a sharp acceleration in fourth-quarter output and customer deliveries. The company's ability to increase Sky Nomad production and convert its substantial order backlog into completed vehicle deliveries will be particularly important to achieving the target.

China's New Energy Vehicle Market Faces Continued Annual Declines

China's retail sales of new energy vehicles (NEVs) totaled 1.084 million units in September, down 16.7% from a year earlier, according to data released by the China Passenger Car Association. The result marked the ninth consecutive month of year-on-year declines in the country's NEV retail market. This broader market context is relevant when assessing Xiaomi Auto's delivery performance: the company's September total increased substantially from August but remained below its year-earlier level. The available figures do not establish that the wider market decline directly caused the changes in Xiaomi's individual lineups. They do, however, show that the company is pursuing its annual delivery goal amid a market environment experiencing sustained annual pressure.

Industry Impact & Outlook

Xiaomi Auto's September results illustrate how a newly introduced vehicle lineup can contribute meaningful delivery volume while established models continue to experience year-on-year declines. The Sky Nomad range's 12,444 deliveries and reported order demand provide a potential foundation for higher future volumes, but meeting the 550,000-vehicle annual target requires a substantial acceleration during the fourth quarter. Production capacity and the pace at which locked-in orders become completed deliveries will therefore be critical indicators to watch. Meanwhile, China's broader NEV retail market has recorded nine consecutive months of annual declines, adding context to the company's performance. Xiaomi's next delivery reports will help show whether the Sky Nomad launch can support a sustained recovery in total volumes.

Frequently Asked Questions

How many vehicles did Xiaomi Auto deliver in September?
Xiaomi Auto delivered 40,015 vehicles in September, marking its highest monthly delivery total of the year. The figure was disclosed in a China Passenger Car Association report released on October 12. Deliveries increased 32.71% from August's 30,153 vehicles but remained 4.61% below the 41,948 vehicles recorded a year earlier. The September result ended two consecutive months of sequential declines. The Sky Nomad extended-range SUV lineup contributed 12,444 vehicles, helping lift the company's overall monthly total despite continued pressure on its established SU7 and YU7 lineups.

How many Sky Nomad vehicles were delivered in September?
The Sky Nomad extended-range SUV lineup recorded 12,444 deliveries in September, combining 7,147 units of the N70 and 5,297 units of the N90. The lineup launched on September 7, marking Xiaomi's entry into the extended-range electric vehicle market. Xiaomi reported more than 10,000 firm orders within four minutes of launch and more than 70,000 locked-in orders within 30 days. Those order figures indicate strong initial interest but do not represent completed deliveries. September's delivery total shows that the new lineup had begun contributing meaningfully to Xiaomi Auto's overall sales.

Why are Xiaomi Auto's September deliveries significant?
September deliveries were significant because Xiaomi Auto recorded its highest monthly total of the year and achieved a 32.71% increase compared with August. The 40,015-vehicle result ended two consecutive months of sequential declines, although deliveries remained 4.61% lower than in September a year earlier. The Sky Nomad lineup contributed 12,444 vehicles during its first month of sales. At the same time, the SU7 and YU7 lineups experienced year-on-year declines. The figures therefore show improving monthly momentum alongside uneven performance across Xiaomi Auto's product range.

How did Xiaomi SU7 and YU7 deliveries perform in September?
The Xiaomi SU7 sedan lineup delivered 15,751 vehicles in September, while the YU7 SUV lineup recorded 11,820. SU7 deliveries declined 19.55% year over year and 4.64% from August, extending its annual decline streak to 12 consecutive months. YU7 deliveries fell 47.16% year over year and 13.31% sequentially. These results contrasted with the contribution from the newly launched Sky Nomad lineup. Although total Xiaomi Auto deliveries increased substantially from August, the individual model figures show that the improvement was not shared equally across its vehicle ranges.

Can Xiaomi Auto reach its annual target of 550,000 vehicles?
Xiaomi Auto needs another 263,510 deliveries in the fourth quarter to meet its annual target of 550,000 vehicles, after delivering 286,490 through September. That remaining requirement equals an average of approximately 87,837 vehicles per month, about 2.2 times September's delivery total. Achieving the target would therefore require a sharp increase in monthly deliveries. The company's ability to ramp up Sky Nomad production and convert locked-in orders into completed deliveries will be important. The available figures establish the scale of the requirement but do not confirm whether Xiaomi will reach its goal.

How did Xiaomi Auto perform in the third quarter and first nine months?
Xiaomi Auto delivered 101,435 vehicles in the third quarter, down 6.77% from 108,796 in the same period a year earlier. Across the first nine months, deliveries totaled 286,490 vehicles, representing year-on-year growth of 7.41%. That growth rate was slower than the 9.65% increase recorded through the first eight months. The results show that Xiaomi maintained positive year-to-date delivery growth despite a weaker third-quarter comparison and a slowdown in its cumulative growth rate. The September rebound did not eliminate the quarterly year-on-year decline.

What is happening in China's new energy vehicle market?
China's retail sales of new energy vehicles totaled 1.084 million units in September, representing a 16.7% decline from the same month a year earlier. The China Passenger Car Association reported that this was the ninth consecutive month of year-on-year decline in NEV retail sales. The market figures provide broader context for Xiaomi Auto's performance, which improved month over month but remained below its September total from the previous year. The available information does not establish a direct causal link between the wider market decline and Xiaomi's individual model results.