Huawei’s HIMA Alliance Just Posted Its Third Straight Month of Falling Deliveries

HIMA, the Huawei-backed alliance of Chinese car brands, delivered 42,101 vehicles in August, down 5.52 percent from a year earlier and about 7 percent from July. It’s the third month running that the alliance has posted a year-on-year decline, a sharp reversal from the second half of 2025, when monthly deliveries climbed every single month and closed the year at nearly 90,000 in December.

The numbers, and why they’re not quite as bad as they look

Three straight months of falling deliveries sounds like a real slowdown on its own, and to some extent it is. Zoom out, though, and retail sales tracked by the China Passenger Car Association from January through August actually rose about 11 percent year on year, to 329,739 vehicles, largely thanks to a very strong start to the year. January alone brought in 57,915 deliveries, well above the 34,989 HIMA managed in January 2025. So the alliance is still ahead for the year overall. What’s really happened is that the huge momentum it built in late 2025 has cooled off since, which makes each month’s comparison against last year’s high base look worse than the underlying trend actually is.

Cumulative deliveries across HIMA’s entire lineup have now passed 1.52 million vehicles, which the alliance says still makes it the fastest-growing group of new brands in China by delivery speed, even with the recent dip. That kind of slowdown, following years of breakneck expansion, fits a pattern we’ve seen play out across the wider industry too, covered in more depth in my look at China’s crowded EV market and the shakeout heading its way.

New models are doing the work of trying to turn things around

HIMA hasn’t sat still while deliveries cooled. It’s been leaning on fresh launches across its brands instead. The Luxeed V9, a large MPV built with Chery, has passed 20,000 cumulative deliveries since it went on sale in May, priced from around €49,300 (389,800 yuan). Over on the Seres side, the Aito M6 topped 45,000 deliveries just four months after its own launch. August then brought two brand-new arrivals aimed squarely at adding fresh volume. BAIC’s Stelato G9, an off-road SUV, picked up more than 5,000 firm orders in its first 24 hours on sale from 20 August, and JAC’s Maextro V800 and V680 MPVs brought in over 3,500 combined orders within a day of launching on 5 August.

The five core brands under HIMA, Aito, Luxeed, Stelato, Maextro and Shangjie, span roughly €19,000 up to €190,000 in pricing between them. Huawei has kept adding partners beyond that core group too, most recently Aistaland with GAC and Epicland with Dongfeng, both separate automotive tie-ups rather than part of HIMA itself. We covered how the whole HIMA setup works, and why Huawei doesn’t build any of these cars directly, in our explainer on the alliance. Whether the new launches pull deliveries back into growth should become clearer over the next couple of months, especially once Epicland’s first model, the X9, starts shipping in September.

Featured Image: BAIC