"New Cars" September Delivery Volume Increases Across the Board: Hongmeng Intelligent Travel's Average Transaction Price Hits a New High, Xiaomi's October Target Exceeds 20,000

As we bid farewell to "Golden September" and welcome "Silver October", the "New Car" members have submitted their September report, which is considered one of the most important months for the automotive market this year. On October 1st, Aito released its September sales data, delivering a total of 39,931 new vehicles, an 18.49% increase compared to the previous month. The average transaction price reached a new high of 399,000 RMB, with the AITO Aito series delivering 35,560 new vehicles. Breaking it down by individual models, the Aito M9 series delivered 15,496 units, the new M7 series delivered 16,805 units, the S9 delivered 2,169 units, and the R7 accumulated over 11,000 units after its launch (from September 24th to September 28th). On the first day of the National Day holiday, Aito launched promotional policies for the "Golden Week". "During the National Day holiday, ordering any Aito model will receive a portable charging and discharging kit worth 1,800 RMB. After placing an order, customers can also participate in a lucky draw, with the top prize being a Huawei MATE XT foldable phone." A Huawei store salesperson told reporters that the M5 series will receive an additional gift of a 6,000 RMB electric sunshade, the new M7 ULTRA will receive a 6,800 RMB electric foot pedal, and the large five-seater M9 will receive a 15,000 RMB storage box and delivery gift package. The deadline for the promotion is October 8th. "Beijing-licensed customers will also receive a 10,000 RMB cash subsidy, and customers trading in their vehicles will receive a 15,000 RMB trade-in subsidy." Xiaomi's automotive sector also released its September report on the same day, with monthly sales exceeding 10,000 units for the fourth consecutive month. Xiaomi stated that the production and delivery target for October is over 20,000 units, and they expect to achieve the annual goal of 100,000 deliveries ahead of schedule in November. "Xiaomi's weekly new orders have exceeded 4,000 units since September, and the delivery schedule is already booked until February next year," said Xiaomi's founder, chairman, and CEO Lei Jun during a live broadcast on October 1st. Guangqi Aion, which has seen negative year-on-year growth for seven consecutive months, failed to rebound in "Golden September". Guangqi Aion's global sales in September were 35,780 units, a 30.65% year-on-year decrease but a slight 1.20% increase month-on-month. The cumulative deliveries for 2024 reached 283,739 units, a 19.16% year-on-year decrease. ZEEKR, which is stably positioned in the second-tier group, achieved a new sales record with 21,333 deliveries in September, a 76.99% year-on-year increase and an 18.42% month-on-month increase. From January to September, a total of 142,873 units were delivered, an 80.79% year-on-year increase. Voyah delivered 22,709 units in September, a 30.74% year-on-year increase and a 12.81% month-on-month increase. After eight months, Li Auto achieved over 10,000 deliveries in a single month again in September, with 10,001 units delivered. The new Li Auto Dreamer was delivered over 5,000 units in just 12 days after its launch. IM Motors sold 4,516 units in September, a 150.19% year-on-year increase, but it did not continue the trend of delivering 6,000 units for three consecutive months Avita delivered 4,537 vehicles in September, a year-on-year increase of 47.31%. Among them, the newly listed Avita 07 received 11,673 orders within 20 hours. Jiyue delivered 2,605 vehicles in September, an increase of 23.05% month-on-month, setting a new record for monthly deliveries. "In the peak season of September, the hot sales of new car launches, the start of autumn car shows, and the surge in National Day self-driving tours have boosted car sales. At the same time, the scrappage and replacement policies are gradually activating the car market, showing significant results. Overall, it is estimated that the retail sales of passenger vehicles in September will be around 2.1 million units, achieving double-digit growth year-on-year and month-on-month." Looking ahead to October, the China Automobile Dealers Association believes that the scrappage and replacement policies for cars, as well as the steady progress of trade-in policies across various regions, combined with the Golden Week auto shows, self-driving tour trends, and year-end dealer promotions, will keep the demand for cars high. "It is expected that the retail sales in October will remain relatively stable compared to September."