①After being surpassed by Zeekr Technology in August and falling to the second position among the "new powerhouses," HarmonyOS Intelligent Mobility reclaimed the leading position last month; ②"Since the delivery of Xiaomi YU7 began on July 6, over 40,000 units have been delivered." Lei Jun, founder, chairman, and CEO of Xiaomi, stated recently during his annual speech.Cailian Press, October 2 (reporter Zhang Yipeng) After entering the peak season, sales data for the "new powerhouses" incubated by traditional automakers have shown strong performance across the board. Coupled with national subsidies and the rapid follow-up of regional vehicle purchase incentives, the "Golden September" auto market has proven highly robust.On October 1, Xiaomi Auto took the lead in announcing its September performance — monthly deliveries exceeded 40,000 units, setting a new record, with cumulative sales reaching approximately 270,000 units year-to-date. "Since the delivery of Xiaomi YU7 began on July 6, over 40,000 units have been delivered," Lei Jun, founder, chairman, and CEO of Xiaomi, stated recently during his annual speech. In terms of channel development, Xiaomi Auto added 32 new stores in September, bringing the total to 402 stores across 119 cities nationwide; in October, the company plans to add 22 new stores, expected to cover six new cities including Chenzhou, Dazhou, and Erdos; as of September 30, it had 209 service outlets nationwide, covering 125 cities.After being surpassed by Zeekr Technology in August and falling to the second position among the "new powerhouses," HarmonyOS Intelligent Mobility reclaimed the leading position last month. In September, HarmonyOS Intelligent Mobility delivered 52,916 new vehicles in total, also setting a new historical high, with cumulative deliveries exceeding 950,000 units. With the launch of new models such as the all-new Wentai M7 and Xiangjie S9T, new vehicle orders for the month surpassed 110,000 units.On the same day, Wenjie and Zunjie announced a purchase tax rollback "safety net" policy — if final orders are locked before 24:00 on November 3, and delays in delivery caused by non-customer factors result in invoicing and actual vehicle delivery occurring in 2026, customers will be eligible for a cross-year purchase tax subsidy plan, up to RMB 15,000. Prior to this, brands such as Nio, Li Auto, and Zeekr had also introduced similar policies.Zeekr Technology, following the merger of Zeekr and Lynk & Co, reported September sales of 51,159 units, representing a year-on-year increase of 8.50% and a month-on-month growth of 14.08%. Among them, the Zeekr brand delivered 18,257 units, while the Lynk & Co brand delivered 32,902 units; GAC Aion remained in a slump last month, with September sales of 29,113 units, marking the fifth consecutive month of year-on-year decline.Avita and Lantu Auto, both part of the third tier, once again delivered a "ten-thousand unit" performance in September, maintaining their position in the "ten-thousand club" for seven consecutive months. Zhiji, whose sales have consistently remained at the "thousand-unit level," finally broke through the ten-thousand mark in September, delivering 11,107 units that month.On September 30, the Department of Commerce of Shanxi Province issued a notice regarding further adjustments to the consumer goods trade-in policy for 2025, stating that the vehicle replacement subsidy will be suspended starting from 24:00 on October 8, 2025.Despite several provinces and cities suspending local subsidies just before the National Day "Golden Week," the allocation of new funds makes the auto market outlook for the fourth quarter of this year still promising. According to the official website of the National Development and Reform Commission, the NDRC recently allocated the fourth batch of ultra-long-term special treasury bonds totaling RMB 69 billion to support consumer goods trade-in initiatives, completing the full disbursement of RMB 300 billion in central funds for the year."The automotive market in October is expected to present a 'high start and stable trend' pattern." Looking ahead to the "Silver October" auto market, the China Automobile Dealers Association believes that, supported by the traditional "Golden September, Silver October" peak season rules and the continuation of subsidy policies in various regions, coupled with the traffic-driving effect of the dual holidays of National Day and Mid-Autumn Festival and frequent auto shows, market foot traffic and sales will receive a significant boost. "Although some areas have suspended national subsidies, the holiday customer attraction effect is significant, travel-related car purchasing demand is concentratedly released, and dealers' year-end promotional activities are expected to support a moderate rebound in monthly sales."