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XPeng Delivery Growth improved in Q3 as September held near last year and the G9L prepares for its European debut in Paris.
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NIO delivered 37,408 vehicles in September 2026, up 7.7% year-over-year, with 109,178 vehicles in Q3 2026 (up 25.4% YoY) and 300,301 vehicles in the first nine months of 2026 (up 49.2% YoY). The company's flagship models, the All-New ES8 and ES9, achieved significant milestones with 150,000 and 30,000 cumulative deliveries respectively, strengthening NIO's position in the premium electric SUV market.
NIO Inc. delivers 109,178 EVs in Q3 2026, up 25.4% YoY. Get the latest on September delivery updates, NIO Power deals, and stock outlook.
37,408 vehicles were delivered in September 2026, increasing by 7.7% year-over-year109,178 vehicles were delivered in the three months ended September 2026, increasing by 25.4% year-over-year300,301 vehicles were
In September 2026, XPENG delivered 41,256 vehicles, representing a 5% increase over the prior month. Monthly deliveries of the XPENG L03 exceeded 10,000 units.For the third quarter of 2026, XPENG delivered a total of
Micron said humanoid robots could become a major driver of memory demand, a shift analyst Shay Boloor sees as a turning point.