The Huawei-led Harmony Intelligent Mobility Alliance (HIMA) delivered 33,537 vehicles in October, down 50.84% year on year, marking its fifth consecutive month of declining deliveries as weaker sales pushed its cumulative performance below the previous year’s level.
Figures released by the alliance on Sunday showed that October deliveries also fell 10.54% from September. The monthly total was the lowest since April, while the annual decline widened from 29.15% in September.
HIMA has now recorded five consecutive months of year-on-year delivery declines and four straight months of month-on-month decreases.
During the first 10 months of 2026, the alliance delivered 400,766 vehicles, down 3.91% from the same period last year. This represents a reversal from the first nine months, when cumulative deliveries were still 5.27% higher year on year.
HIMA said the average transaction price across its vehicle lineup exceeded 400,000 yuan ($59,580), while cumulative deliveries had surpassed 1.6 million vehicles. The announcement did not include October sales figures for individual brands or models.
Product Launches Fail to Reverse Delivery Decline
The latest decline comes despite a series of product introductions across HIMA’s brand portfolio.
In September, the alliance launched the Luxeed RX and updated Luxeed R7, opened reservations for the Stelato V8 and began pre-sales of the updated Aito M8.
HIMA’s portfolio includes Aito, Luxeed, Stelato, Maextro and Shangjie, covering different vehicle segments through partnerships involving Huawei and various automotive manufacturers.
However, the latest aggregate figures indicate that the product launches have not yet reversed the alliance’s declining delivery trend. Without a brand-level breakdown, the contribution of individual models to October’s performance remains unclear.
Aito and Seres Adjust Cooperation Framework
Alongside its delivery challenges, HIMA is undergoing changes to its cooperation arrangements with Seres, the automotive manufacturer behind the Aito brand.
Aito was the first brand established under HIMA and remains one of the alliance’s important sales contributors.
On September 15, Seres and Huawei announced plans to explore a new cooperation model for Aito within the HIMA framework. Under the proposed arrangement, Seres will take the lead, with Huawei continuing to provide support.
The revised framework covers several areas of the business, including product definition, vehicle design, marketing, retail operations and after-sales services.
Aito will remain part of HIMA following the changes. The companies subsequently signed a new five-year agreement on September 30.
The latest cooperation adjustment does not cover Luxeed, Stelato, Maextro or Shangjie, which remain outside the scope of the changes.
Annual Delivery Performance Faces Greater Pressure
The decline in October leaves HIMA with a lower cumulative delivery total than in the corresponding period of 2025.
With 400,766 vehicles delivered during the first 10 months of 2026, the alliance will need stronger monthly performance to recover its annual growth trajectory.
The absence of individual brand and model figures makes it difficult to determine how much of the decline is concentrated in Aito or other parts of the portfolio. Nevertheless, the combination of weaker deliveries and changes to the Aito cooperation structure will remain important factors shaping HIMA’s performance in the final months of the year.