With HIMA holding average prices above RMB400,000 while Leapmotor and Xpeng set records, Huawei's car alliance enters November and December, its two biggest months last year, needing a sharp rebound.
Huawei’s car alliance has given back a year of growth in a single month. The Harmony Intelligent Mobility Alliance (HIMA), which sells cars that Huawei develops with partner automakers, delivered fewer than half as many vehicles in October as a year earlier, CnEVPost reported from the alliance’s figures released on November 1.
HIMA delivered 33,537 vehicles in October, down 50.84% from 68,216 a year earlier and its lowest monthly total since April. Deliveries also fell 10.54% from September, making it the fifth straight year-on-year decline and the fourth straight monthly drop. The fall pulled the alliance’s deliveries for the first 10 months to 400,766, down 3.91%, after the first nine months had still been up 5.27%.
HIMA did not break the October figure down by brand or model, so it is not clear which of its five brands lost the most ground. What the alliance did stress was price: its average transaction price across the lineup is above RMB400,000, according to a Kuai Keji report carried by Sina Tech, and cumulative deliveries have passed 1.6 million vehicles.
Rivals set records in the month HIMA hit a low
The decline stands out against the rest of China’s electric-vehicle market. In CnEVPost’s October roundup, Leapmotor delivered a record 106,127 vehicles, up 50.99%, and Xpeng passed 50,000 in a month for the first time with 50,237. Xiaomi said it delivered more than 50,000, its best month of the year. Nio delivered 34,246, just above HIMA, while Li Auto fell 8.63% to 29,025.
HIMA’s own year shows how quickly momentum turned. The alliance’s monthly deliveries climbed through the second half of 2025, reaching 68,216 in October last year. This year, year-on-year declines began in June and deepened from a 29.15% fall in September to more than 50% in October.
The new models have not yet filled the gap. In September HIMA launched the Luxeed RX and an updated Luxeed R7, opened reservations for the Stelato V8 and began presales of an updated Aito M8, CnEVPost reported. The Luxeed V9 minivan has passed 30,000 cumulative deliveries, according to a 网通社 report carried by iFeng Auto.
Huawei leans on software and pricing to defend its brands
HIMA has held its prices while rivals discounted. Kuai Keji’s report noted that the alliance has stayed out of China’s price cuts and credits its premium to its smart-driving system and HarmonyOS cockpit. Huawei’s Qiankun driver-assistance system has logged more than 17.3 billion kilometers of assisted driving across vehicles, iFeng Auto reported. EastFrontier has covered how China is mandating safety standards for AI-assisted driving, which raises the compliance bar for every supplier of such systems.
Inside the alliance, roles are shifting. On September 15, Huawei and Seres said Aito, HIMA’s first brand and one of its biggest sellers, would explore a new model led by Seres with Huawei’s support, covering product definition, design, marketing, retail and service. Aito stays within HIMA, and the two companies signed a new five-year agreement on September 30, CnEVPost reported. Luxeed, Stelato, Maextro and Shangjie are not affected.
Seres, for its part, is on firmer ground. It reported third-quarter revenue of RMB28.08 billion and net profit attributable to shareholders of RMB1.42 billion, a return to profit, according to a Sina Tech report on Seres on October 30. Seres said it will launch a new Aito M8 on November 13 and plans to enter Europe with the brand in autumn 2027.
November launches will show whether price can carry volume
Kuai Keji’s report questioned whether HIMA can sustain both its volume and its average price, saying the answer depends on upcoming launches and owner word of mouth. The alliance has added service incentives, including free pickup and delivery within 20 kilometers for customers who book maintenance this month.
November and December were HIMA’s strongest months last year, at 81,864 and 89,611 deliveries respectively. Matching even half of those totals would require a sharp rebound from October’s 33,537, so the year-on-year comparison will remain difficult through the end of the year.
The figure to watch is the November total due on December 1, and in particular whether HIMA starts publishing brand-level numbers. A breakdown would show whether the decline is concentrated in Aito, where Seres is taking the lead, or spread across the brands Huawei still runs itself.