Leapmotor Deliveries : 2026 (Q1)

Leapmotor deliveries were up 26% YOY to 110,155. It is pushing hard on exports which no doubt is compensating for poor conditions in the home market.

The brand has only exceeded 100,000 in a quarter five times. The first was in Q4 2024, then from Q2 2025, four consecutive times. 

Leapmotor achieved its first net profit in 2025 with 2026 surely its second year in the black. The company is backed by Stellantis and seems to be one of the few things going well for them at present. 

Data & photo source: Leapmotor (C10 & B10).

Nio & Sub Brand Deliveries : 2026 (Q1)

While many Chinese car companies are hitting headwinds, Nio is having no such problem. The 83,465 units delivered was up 98% YOY. That figure includes, the Nio, ONVO and Firefly brands.

Deliveries grow substantially as the year progresses and with refreshed models being released, Nio will be expecting that to continue.

For Q1, the Nio brand achieved 58,543 deliveries which was up 114% and 70% of the overall Nio company volume. The less successful ONVO subbrand made 13.349 sales, down 10%. Finally new brand Firefly deliveries were 11,583.

Data & photo source: Nio (Nio ET9 & ONVO L90)

Xpeng Deliveries : 2026 (Q1)

Deliveries were up 126% in 2025 but it was slowing as the year progressed and Q1 2026 showed the effect of a muted domestic market. 

It was down 33% and that will surely trigger a shift toward export markets. They do already sell in many markets but will no doubt prioritise that more. They certainly need to. 

Data & photo source : Xpeng (X9 & P7).