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The 'Golden September and Silver October' peak season has just begun, and SAIC Maxus is shaking up the table. In September, the entire series sold 32,936 units, a 52% surge year-on-year, directly refreshing the single-month record; cumulative sales from January to September reached 219,633 units, a 34% year-on-year increase. Even more impressive is overseas sales of 18,395 units, a 120% year-on-year explosion; New Energy Vehicles 11,866 units, a 68% year-on-year increase, with a domestic penetration rate of 71%. This is not simply "selling well", but commercial vehicles achieving passenger car acceleration. Who said light vans and pickups can only work silently? Maxus this time, a clean sweep of volume, sales, and reputation.
1. 32,936 units break record, commercial vehicles can be exciting too
Light vans stabilizing the basics: September 11,541 units, 20% year-on-year increase, overseas 3,368 units, 12% year-on-year increase, China's No. 1 light van brand continues to dominate. Maxus series even more fierce, 5,642 units, 103% year-on-year surge, Super Extended Range, Maxus V1 meeting long range, high efficiency, large space, high revenue operation needs. Yueda Light Truck 5,626 units, 27% year-on-year increase, NEVs 4,346 units, 72% year-on-year increase, penetration rate 77%, urban distribution track accelerating gear shift. Pickups like supercharged, 14,050 units, 215% year-on-year increase, overseas 13,581 units, 243% year-on-year surge, breaking overseas single-month record. Light vans, light trucks, pickups three lines synergy, not single point explosion, but matrix charge. Personal opinion: Commercial vehicle competition has upgraded from "can pull and run fast" to "full scenario efficiency + full lifecycle cost", SAIC Maxus using NEVs and globalization raised the ceiling. Records are not for looking up to, but for crushing.
2. NEV penetration 71%, Maxus series going wild
September NEV 11,866 units, 68% year-on-year increase, domestic NEV penetration rate 71%, this number is enough to explode even in the passenger car circle. Maxus V1L won four awards in design, technology innovation, handling, and organizing committee recommendation at NEVC 2026 11th China New Energy Commercial Vehicle Challenge; Yueda Maxus T1 Reinforced Version won four awards in energy consumption range, braking safety, handling performance and other dimensions. NEVs are not policy questions, they are business questions: urban distribution, passenger transport, rental, tourism, whoever can help users make more money can sit at the table. Maxus Super Extended Range, Maxus T2, Maxus T1 punch combination fists, covering long range and high frequency operations. Unique insight: The inflection point for commercial vehicle NEVs is not "having a car" or "not", but "can it make money". SAIC Maxus drove penetration rate to 71%, showing users voted with their wallets. Every kilometer saved is profit breathing.
3. Europe Hanover show of force, going overseas is not a slogan
September overseas 18,395 units, 120% year-on-year increase, this is not luck, it's the system. SAIC Commercial Vehicles launched China's automotive industry's first full-category commercial vehicle matrix at the German Hanover Commercial Vehicle Show, historical first, unprecedented lineup. SAIC Maxus ranked first in Chinese brand European light commercial vehicle exports, about 100,000 commercial vehicles put into European operations, last year delivery exceeded 24,000 units. eDELIVER electric family created Europe's most complete electric light van matrix. Frankfurt Technical Support Center, UK Training Center, Poland Parts Logistics Center three major hubs strengthening localization. Brand new Star L, 2027 Model eTerron 9, Yueda Maxus eDeliver 75 Electric Light Truck Europe/Global premiere, German direct sales system landed. Argentina DHL bulk purchase eDELIVER 9, Singapore light vans topped electric light commercial vehicle sub-segment for five consecutive months. Viewpoint: Going overseas is not selling cars out, but planting services, parts, finance, brands down. True globalization is making locals unable to leave you.
From 32,936 units to 219,633 units, SAIC Maxus delivered not just a pretty report in the first three quarters, but a growth methodology: NEVs drive penetration, overseas drives volume, multi-category drives synergy. The Q4 sprint horn has sounded, anchoring "Global Light Commercial Vehicle Leader", what it needs to do is not keep records, but continue to break records. Car market is very competitive, but eventually competing is about systems, efficiency and user value. Maxus this wave, indeed opened up the landscape.
