China October Deliveries Split the Field: SAIC at 430,018, Leapmotor Over 100,000, Startups Sliding

Deliveries by major automakers in China in October 2026 diverged sharply, according to figures compiled by CnEVPost from company announcements on November 1. SAIC led with 430,018 vehicles, followed by GWM at 120,374 and Leapmotor at 106,127. Nevo recorded 63,648, GAC Toyota 53,022, XPeng 50,237 and Xiaomi Auto more than 50,000 — its exact figure was not disclosed, so its precise rank is unknown. Further down came NIO at 34,246, Huawei HIMA at 33,537, Deepal at 32,602, Zeekr at 32,483 and Li Auto at 29,025.

The pattern is divergence, not a rising tide. XPeng monthly deliveries topped 50,000 for the first time, while NIO and Li Auto both saw declines on both a yearly and monthly basis. Leapmotor crossing 100,000 in a month puts it in a different tier from the startup pack it once belonged to, and Xiaomi holding above 50,000 shows its automotive bet has reached real scale. GAC Toyota 53,022, with its bZ4X passing 150,000 cumulative deliveries, shows a joint-venture brand can still grow in a market dominated by domestic names.

For buyers and investors, the October table is a reminder that China is no longer one EV market. It is several: giant state-linked groups at hundreds of thousands of units, a fast-scaling second tier around 50,000 to 100,000, and former leaders fighting model-cycle gaps. Monthly delivery tables reward new models and export momentum; they punish brands between launches. November will show whether the October split hardens into a trend.