Huawei’s Harmony Intelligent Mobility Alliance (HIMA) delivered 33,537 vehicles in China in October 2026, according to figures released on November 1. The total was 50.84% lower than a year earlier and 10.54% below September, making October the alliance’s fifth straight month of year-on-year declines and fourth consecutive monthly fall. Deliveries were at their lowest level since April.
HIMA’s deliveries for January through October reached 400,766, down 3.91% from the same period last year. The cumulative figure had still been 5.27% higher after September, so October was the first time this year that the year-to-date total slipped below its 2025 level. The alliance said its lineup’s average transaction price was above RMB 400,000 (about US$59,580), and that cumulative deliveries since its establishment had exceeded 1.6 million. It did not disclose October figures by brand or model.
The decline came after several recent product moves: HIMA introduced the Luxeed RX and refreshed Luxeed R7 in September, opened reservations for the Stelato V8, and started pre-sales of an updated Aito M8. Huawei and Aito partner Seres are also changing their cooperation arrangement. Under a new five-year agreement signed on September 30, Seres will lead Aito’s work across areas including product definition, design, marketing, sales and service, with Huawei support. Aito remains part of HIMA; the changes do not cover Luxeed, Stelato, Maextro or Shangjie.