April 2026 NEV Sales: Penetration Breaks 60%, NEV Brands Collectively Surge

1. April NEV Delivery Rankings

The latest Top 10 rankings for April deliveries are as follows:

Leapmotor: 71,387 units — Sustained leadership with the success of the C10 and B10 models.
Deepal Auto: 33,187 units — Global steady sales supported by the S07 and SL03.
Harmony Intelligent Mobility: 32,759 units — 18.9% YoY growth, driven mainly by the AITO M9.
Xpeng Group: 31,011 units — Powered by the MONA M03 and P7+ dual-drive strategy.
Xiaomi Auto: 30,000+ units — Second consecutive month above 30K as production ramps up.
Arcfox: 16,532 units — 101.7% YoY growth, marking the fastest growth rate.
Voyah: 15,146 units — 51% YoY growth, supported by steady Dreamer sales.
All-New QQ3: 13,612 units — Impressive delivery figures in its first month of launch.

2. Data Highlights Analysis

Leapmotor's Dominance: 71,387 monthly deliveries set a new NEV record, realizing the "luxury for all" strategy via the B10 model.
Xiaomi's Production Ramp: Sustaining over 30K units for two months proves the Beijing factory's capacity; the YU7 is expected to launch in June.
Arcfox's Rapid Expansion: 101.7% growth highlights BAIC NEV's reform success, with Alpha S5 and T5 gaining market share through high-value pricing.
SAIC Transition: SAIC Passenger Vehicles exceeded 78,000 units, showing the results of its electrification harvest period.

3. Market Landscape Changes

April data reveals three major signals: increased head concentration with the top four brands holding over 70% of the market; an easing of price wars as competition shifts to features; and a consensus on global expansion into Central Asia, the Middle East, and Southeast Asia. EX1000.COM data indicates the international competitiveness of Chinese NEVs is rising, with export records expected to continue in April.

What to watch next: Monitor May's new model launches and the European market progress of Leapmotor and Xiaomi.