On October 1, major new forces and traditional car companies' new energy brands officially announced sales delivery data for September. Farewell to the summer car buying boom. The domestic new energy vehicle market entered the traditional sales node of Jinjiu. The overall market has steadily recovered and demand has been released in an orderly manner. Compared with the off-season, it has shown a clear recovery. However, with the differences in product matrix, pricing strategy and market rhythm, the market performance has differentiated significantly. The head brands continued to consolidate the basic sales volume and steadily expand the volume, the backbone brands continued to sprint, and some brands still faced the situation of market pressure and steady adjustment. The following is the official sales data and market interpretation of Hongmeng Zhixing, Zero Run, Ideal, Ji Krypton, NiO, Xiaomi Automobile, Xiaopeng, Chang 'an Qiyuan, Dark Blue Automobile, Yipai Technology, Huajing Automobile, Lantu and other brands (the data in this article is as of 20:00 on October 1, 2026). Judging from the delivery report in September, many mainstream new energy brands have stabilized the delivery volume of more than 20,000 units, and this range of 30,000 to 40,000 units is a combination of brands and a high degree of competition. Among them, the performance of the zero run was the most eye-catching. In September, 105,656 units were delivered globally, up 59% year-on-year. For three consecutive months, it steadily exceeded the 100,000 unit mark, forming a clear fault advantage in the list. Hongmeng Zhihang delivered 37,490 units in September, which was a decline compared to August. The key event behind it was the adjustment of the cooperation mode announced by the government in mid-September: the interrogation brand was divided into Xilis leading product definition, marketing and channel services, Huawei terminal turned into an enabling role, and the business handover period affected the delivery rhythm of the month to a certain extent. On the other hand, Chang 'an Qiyuan, Formula Leopard, Xiaopeng, and Xiaomi all stood on the 40,000 + sales threshold. In the fierce competition in the Jinjiu market, they handed over strong growth transcripts. From the perspective of year-on-year growth, according to the official data released, the zero run increased by 59% year-on-year; the polar krypton brand increased by 103.85% year-on-year, showing outstanding performance. NiO's overall year-on-year growth was 55.3%, and Huajing's year-on-year growth was 26.9%. In September 2026, the automobile market showed obvious structural differentiation, which was not a general trend, but the result of a combination of factors. On the one hand, the market enters stock competition, and consumers' wait-and-see mood is still there. Coupled with the high base pressure in the same period last year, it is difficult to have a collective outbreak in the whole industry. On the other hand, many car purchase subsidies and car companies' limited-time discounts are concentrated on the ground, and a large number of new cars are concentrated on the market, and many new products are quickly put on the market. In summary, as the traditional Jinjiu peak season, the top brands ushered in a surge in delivery in September, followed by the October Silver Ten plus the National Day consumption scenario, which has the potential to continue to release demand. (Wen/Auto Home Zhou Yi).