• October deliveries rose 3.11% year-on-year and 25.37% sequentially to a year-to-date high, just 44 vehicles short of the all-time record.
  • Sky Nomad deliveries reached 27,147 vehicles, up 118.15% month-on-month, accounting for more than half of monthly deliveries for the first time.

Xiaomi Auto, the automotive unit of Xiaomi (HKEX: 1810), delivered 50,168 vehicles in October, a year-to-date high, as growth in extended-range models offset declines in battery electric models.

A report released by the China Passenger Car Association (CPCA) on Monday, November 9, disclosed the exact figure. Xiaomi had said on November 1 only that October deliveries exceeded 50,000 vehicles.

October deliveries rose 3.11% year-on-year, ending 2 consecutive months of declines, and increased 25.37% month-on-month, according to data compiled by CnEVPost.

This was the second time Xiaomi's monthly deliveries exceeded 50,000 vehicles, just 44 short of the record 50,212 set in December 2025.

Delivery figures in this article are based on CPCA wholesale sales data. Xiaomi's domestic retail sales totaled 50,123 vehicles in October, with the 45-vehicle difference between wholesale and retail sales counted as exports under CnEVPost's methodology.

This marks the first time Xiaomi's wholesale and retail sales figures have diverged in CPCA data. The report did not disclose the destinations or intended uses of the 45 vehicles.

Xiaomi announced in September that it had signed memoranda of understanding (MoUs) with its first 8 German dealer groups to build a sales and service network ahead of its previously announced entry into Europe in 2027.

The newly launched Sky Nomad series was the main driver of October's growth, with combined deliveries of 27,147 vehicles, up 118.15% from 12,444 in September.

The series accounted for 54.11% of Xiaomi's total deliveries that month, exceeding half for the first time. N70 deliveries reached 14,558 vehicles, up 103.69% month-on-month, while N90 deliveries totaled 12,589, up 137.66%.

Xiaomi launched the Sky Nomad series and began deliveries on September 7, marking its entry into the extended-range electric vehicle (EREV) market. Its previous lineup consisted of the battery electric SU7 sedan and YU7 SUV.

Xiaomi said on October 8 that locked-in orders for the Sky Nomad series exceeded 70,000 vehicles within 30 days of launch, providing an order backlog to support further delivery growth.

By contrast, deliveries of its 2 battery electric models remained under pressure in October, totaling 23,021 vehicles, down 4,550 from September.

SU7 series deliveries totaled 12,984 vehicles in October, down 13.39% year-on-year, marking the thirteenth consecutive monthly decline. Deliveries fell 17.57% month-on-month, the third consecutive decline.

YU7 series deliveries came in at 10,037 vehicles in October, down 70.18% year-on-year and 15.08% month-on-month, marking the third consecutive decline on both measures.

In the first 10 months of the year, Xiaomi Auto delivered 336,658 vehicles, up 6.75% year-on-year and representing 61.21% of its 550,000-vehicle annual target, according to data compiled by CnEVPost.

To meet that target, Xiaomi would need to deliver 213,342 vehicles in the final 2 months, averaging 106,671 per month, about 2.1 times October's volume.

As of the end of October, Xiaomi Auto's cumulative deliveries had reached 887,966 vehicles.