BYD, Xiaomi and XPeng Report October Sales While Tesla China Holds Back Figures

BYD sold 490,168 vehicles in October, up 11% from a year earlier and 5.7% from September, while XPeng delivered 50,237 vehicles, according to Investors. Tesla China did not release October figures, and industry group data will provide them over the following week or two.

BYD and XPeng Lead the October Push

BYD, the world's largest EV maker, recorded its sixth straight month of year-over-year gains. Year-to-date sales stand at 3,621,744 EVs, down 2.2% from a year earlier. Passenger battery electric vehicle sales reached a record 305,743, up 37.4% from a year earlier and 11.9% from September, while passenger plug-in hybrid sales fell 17.2% to 177,382. BYD sold 170,194 EVs overseas, up 102.8% from a year earlier but down 5.8% from September.

Xpeng Motors delivered 50,237 vehicles in October, up 19.6% from a year earlier and 21.8% from September. Overseas sales hit a record 13,326, up 166% from a year earlier. Xpeng unveiled its G9L SUV in Europe on October 30, priced from €74,600 in Germany, with battery-electric and range-extender versions and sales planned in 64 markets, according to Carscoops.

Xiaomi delivered more than 50,000 vehicles for the first time this year, without providing a specific figure. Nio delivered 34,246 vehicles, down 15.2% from a year earlier after 31 straight months of year-on-year gains. Li Auto delivered 29,025 vehicles, down 8.6% from a year earlier and its lowest monthly total since February. Leapmotor sold a record 106,127 vehicles, up 51% from a year earlier.

Tesla's Berlin Capacity Increase

Tesla announced a 20% production boost at Gigafactory Berlin-Brandenburg to 7,500 vehicles per week starting October 2026, with 1,000 additional vehicle production hires plus 1,500 for battery cell manufacturing, according to akta.pro company records. The company was founded in 2003, is headquartered in Austin, and is led by CEO Elon Musk. Tesla China introduced new incentives for domestic sales on Saturday.

Earlier Tesla Coverage

On November 1, PRESSBEE reported that BYD, Xiaomi and XPeng posted strong October sales as the traditional year-end push began, without disclosing specific numbers. On October 31, Gadgets 360 reported that Tesla's Robotaxi account shared a Halloween post showing its Cybercab driving autonomously with skeletons inside. On October 31, Business Insider reported that Alef Aeronautics posted a video of its test flying car hovering over a Tesla Cybertruck and Roadster, claiming five years of flight experience.

Next Steps for Tesla

Industry group data will provide Tesla China's October figures over the week or two following November 1, according to Investors. Tesla's Berlin plant production increase to 7,500 vehicles per week is scheduled to start in October 2026.