TREE NEWS update: Lei Jun said Xiaomi Auto delivered more than 40,000 vehicles in September 2026, with the newly launched Xiaomi Pengcheng model accounting for over 10,000 units in its first month of deliveries. The figure marks a monthly delivery record for the company’s electric vehicle unit, which launched its first car in 2024.
Xiaomi EV September Deliveries Top 40,000; New Pengcheng Model Hits 10,000 in First Month
AI take
The headline number matters, but the composition matters more: a single new model contributing a quarter of monthly volume in its first month suggests Xiaomi's EV demand is broadening beyond its debut vehicle rather than resting on launch-era backlog. That is a meaningful signal for a company still early in its automotive ramp, and it raises the competitive stakes for established EV makers in China. The open question is whether Pengcheng's early pace reflects durable order intake or a one-off launch effect, which only subsequent monthly delivery figures will clarify.
Generated by AI for reference only.
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