Key Takeaways
- Xiaomi's (1810.HK) electric vehicle (EV) unit delivered over 40,000 units in September 2025, setting a new monthly record and demonstrating significant growth.
- Robust demand for its flagship models, particularly the YU7 SUV and SU7 sedan, is fueling this sales surge, with the YU7 alone garnering over 240,000 orders within 18 hours of its launch.
- The company is aggressively ramping up its production capacity, with monthly output expected to surpass 50,000 units by the fourth quarter of 2025, to address substantial order backlogs and shorten delivery times.
Chinese tech giant Xiaomi (1810.HK) has announced a new milestone for its electric vehicle division, reporting over 40,000 domestic EV deliveries in September 2025. This achievement marks a significant acceleration in the company's automotive ambitions and sets a new monthly record for Xiaomi EV. Deutsche Bank had projected Xiaomi EV's September deliveries to reach 42,000 units, representing a 15% month-on-month increase and an impressive 210% year-on-year growth.
The strong performance is largely attributed to the overwhelming market reception of Xiaomi's EV models, particularly the YU7 SUV and the SU7 sedan. The YU7 SUV, which launched in June 2025, quickly became a bestseller, reportedly securing over 240,000 non-refundable orders within just 18 hours of its sales debut. The SU7 sedan, launched in March 2024, also continues to be a strong performer in the competitive Chinese EV market.
To keep pace with this surging demand, Xiaomi is actively expanding its manufacturing capabilities. Production in August saw a 22% month-on-month increase, reaching 37,380 units. The company anticipates that its monthly output will exceed 50,000 units by the fourth quarter of 2025. These efforts are crucial as Xiaomi aims to significantly reduce customer waiting periods, with new YU7 orders now facing estimated delivery times of 45-48 weeks, an improvement from the previous 59-week backlog.
Xiaomi's foray into the EV sector has been marked by rapid growth, with August deliveries reaching 36,396 units and July deliveries at 30,452 units, consistently surpassing the 30,000-unit threshold for consecutive months. The company's strategy involves leveraging its established ecosystem of smartphones and IoT devices to create a comprehensive user experience, driving both EV sales and overall revenue growth. This integrated approach is proving effective in the highly competitive Chinese EV landscape, where brand loyalty and technological innovation are key differentiators.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.