Monthly deliveries at two major domestic EV startups exceeded 10,000 vehicles for the first time in September.
Sales at Nio spiked 126 percent to 10,628 while deliveries at XPeng nearly tripled to 10,421, according to figures the two companies released last week.
Another major EV startup, Li Auto, sold 7,094 vehicles last month, a 103 percent gain from a year earlier but 25 percent below August volumes.
Li Auto blamed tighter chip supplies and lower inventories for the decline in September sales.
In the first nine months, Nio sold 66,395 vehicles, a jump of 152 percent from a year earlier. During the same period, sales at XPeng and Li Auto reached 56,404 and 55,270, a jump of 301 percent and 204 percent, respectively.