Xiaomi Global Deliveries : 2025-26 (Q1-Q3)

Xiaomi is laid back when it comes to revealing sales data. They are rounded numbers which is fine as thet are easier to remember. 

The automotive division of the company is 31% down on a full 2025 with one quarter to go. It's 8% up YOY so should exceed last year's total. The target for 2026 is an ambitious 550,000 units, or 34% up on the previous year.

A positive sign was that deliveries exceeded 40,000 units in September, the first time that has been achieved. The new Sky Nomad released early in September, no doubt enabled that to happen. (See pic immediately below). 

Despite that optimism, monthly figures will need to average 88,000 per month for the rest of the year. Deliveries increase through the year for Chinese manufacturers but the target looks out of reach. However, if the Sky Nomad is very successful, then maybe it's achievable after all. 

Data source: Xiaomi.

Nio & Sub Brand Deliveries : 2026 (Q1-Q3)

While many Chinese car companies are hitting headwinds, Nio is having no such problem. With the total only 8% down on 2025 and Q4 still to go, last year's total willd be overtaken with ease. The 300,301 units delivered in Q1 to Q3 was up 49% YOY. 

The data includes the Nio (premium), ONVO (mainstream) and Firefly (budget) brands. Nio is going well, Firefly looks good too but it's early days to be certain on that. Onvo is still a work in progress.

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

For Q1-Q3, the Nio brand achieved 182,000 deliveries or 61% of the total. The ONVO subbrand made 70,200 sales (23%) and the new brand Firefly deliveries were 48,100 (16%).

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

Leapmotor Global Deliveries : 2026 (Q1-Q3)

Leapmotor deliveries were up 26% Q1, 84% in Q2 and 78% in Q3.  It is pushing hard on exports, which no doubt is compensating for less favourable conditions in the home market. YOY, deliveries are up 69%.

The brand has exceeded 100,000 in a quarter six times. The first was in Q4 2024, then from Q2 2025, six consecutive times. With the total already 12% up on 2025 and Q4 still to come, last year's total has been smashed. You could say they are leaping ahead.

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).