Xiaomi keeps smashing its own electric vehicle sales records as soaring demand pushes its EV business into new territory. The company has now logged its third month in a row with more than 40,000 deliveries, a run that signals how quickly its EV lineup has become a serious force in China’s auto market.
The streak began in September when Xiaomi EV cracked the 40,000 barrier for the first time with 41,948 deliveries. October jumped even higher with 48,654 units, a figure that made clear buyers are gravitating toward the brand’s tech-heavy approach to electric mobility. Xiaomi announced through its social channels that November keeps the trend alive, with final figures expected from the CPCA shortly.
What makes the run notable is that Xiaomi is achieving it with only two models on sale, the YU7 crossover and the SU7 sedan, both of which have built strong followings in a short time.
To keep pace, Xiaomi is racing to expand its retail footprint. The company opened 17 new stores in November, lifting its nationwide count to 441 locations across 131 cities. Another 36 stores will follow in December as the brand pushes into seven additional markets. Service coverage is widening too, with 249 centers now in operation.
Executives close to the rollout have said the goal is simple: build enough physical presence to reassure buyers who expect reliable support infrastructure when choosing an EV.
The purchase experience is being streamlined as well. Xiaomi has launched a Car Purchase from Stock program that lets shoppers pick from vehicles already built and ready for allocation. Stock units fall into three groups; new cars freed up after canceled orders, showroom models, and recently repaired cars with minimal mileage.
Priority access opened on December 1 for customers with existing orders, and all other buyers gained access on December 3. Company representatives say the idea is to cut delays and give shoppers options that bypass long factory queues.
Speed is also a core part of the tech company’s scheme. Buyers selecting an exhibition vehicle must complete the inspection process at an issuing center within 72 hours, and Xiaomi has pledged tax compensation for customers affected by delivery setbacks in 2026. Analysts note that these policies underscore how determined the company is to maintain momentum at a time when competition in the EV market continues to intensify. One industry expert said the initiatives suggest Xiaomi is betting on sustained growth rather than short-lived hype.
This surge in demand arrives as the company’s EV division reaches an important financial benchmark. Xiaomi recently posted an operating profit for the unit, a milestone that challenges long standing assumptions that new EV programs inevitably lose money for years.
For Xiaomi, this is a clear sign that it is scaling faster than many anticipated, and the brand appears intent on holding that trajectory as the market heads into another year of rapid expansion. For manufacturers like Lucid Motors (NASDAQ: LCID) that are thousands of miles away in other markets, the success of Xiaomi provides impetus to up their game and also dominate in the markets where they have a presence.
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