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2023年9月：小鹏/理想/零跑/极氪/蔚来的销量分别为15,310/36,060/15,800/12,303/15,641 辆，分别同比+81%/+213%/+43%/+46%/+44%，分别环比+12%/+3%/+11%/-2%/-19%，年度累计同比-17%/+181%/+1%/+100%/+33%。

小鹏：1-9月，小鹏的交付量分别为0.5/0.6/0.7/0.7/0.8/0.8/1.1/1.4/1.5万辆，分别同比-60%/-3%/-55%/-21%/-26%/-44%/-4%/+43%/+81%，环比-54%/+15%/+17%/+1%/+6%/+15%/+28%/+24%/+12%。

理想：1-9月，理想的交付量分别为1.5/1.7/2.1/2.5/2.8/3.2/3.4/3.4/3.6万辆，分别同比+23%/+98%/+89%/+516%/+146%/+150%/+228%/+664%/+213%，环比-29%/+10%/+25%/+23%/+10%/+15%/+5%/+2%/+3%。

零跑：1-9月，零跑的交付量分别为0.1/0.3/0.6/0.8/1.2/1.3/1.4/1.4/1.6万辆，分别同比-87%/-7%/-39%/-4%/+20%/+17%/+19%/+13%/+43%，环比-87%/+181%/+93%/+41%/+38%/+10%/+9%/-1%/+11%。

极氪：1-9月，极氪的交付量分别为0.3/0.5/0.7/0.8/0.9/1.1/1.2/1.2/1.2万辆，分别同比-12%/+87%/+271%/+279%/+100%/+147%/+140%/+72%/46%，环比-73%/+75%/+22%/+22%/+7%/+22%/+13%/+2%/-2%。

蔚来：1-9月，蔚来的交付量分别为0.9/1.2/1.0/0.7/0.6/1.1/2.0/1.9/1.6万辆，分别同比-12%/+98%/+4%/+31%/-12%/-17%/+104%/+81%/+44%，环比-46%/+43%/-15%/-36%/-8%/+74%/+91%/-6%/-19%。

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