Huawei HIMA Sales Slide 50% in October, Wiping Out Its 2026 Gains

Huawei’s Harmony Intelligent Mobility Alliance (HIMA) just posted one of its worst months on record. The alliance shipped 33,537 vehicles in October 2026 — a 50.84% drop from the same month last year — and that single result was severe enough to pull the group’s full-year tally into the red.

With ten months banked, HIMA has delivered 400,766 vehicles, now 3.91% below the pace set in 2025. Through September the picture was still positive, with cumulative volume ahead by 5.27%. October erased that cushion.

A Losing Streak That Keeps Getting Longer

The numbers haven’t been trending the right way for a while. October was the fifth straight month in which HIMA fell short of the prior year’s figure, and the fourth consecutive month of sequential decline as well.

The year-on-year gap is widening, not closing. September’s shortfall came in at 29.15%; last month’s was more than 70% steeper than that. Volume also slipped 10.54% compared with September, landing at the weakest monthly total since April.

New Products, Weaker Result

The drop is awkward because it arrived right after a busy launch period. September saw HIMA bring out the Luxeed RX and a refreshed Luxeed R7, open order books for the Stelato V8, and start pre-sales of the updated Aito M8. None of that stemmed the slide in October.

Most of it stays inside the group, though. HIMA says its average transaction price across the lineup now sits above 400,000 yuan ($59,580), with lifetime deliveries topping 1.6 million units. The monthly statement didn’t break out October figures by brand or by model.

October at a glance: 33,537 vehicles delivered · down 50.84% year-on-year · down 10.54% month-on-month · 400,766 units year-to-date, down 3.91%

Aito’s Role Is Being Redrawn

Underneath the delivery chart, Huawei is reworking how it runs things with Seres. The two sides said on September 15 that Aito — HIMA’s founding brand and still one of its biggest sales engines — would move toward a new setup in which Seres leads and Huawei supports. Product definition, design, marketing, retail and after-sales all fall under that arrangement.

Aito stays inside the alliance, and a fresh five-year agreement was signed on September 30. The remaining marques — Luxeed, Stelato, Maextro and Shangjie — sit outside this round of changes.

Huawei’s car business has had other distractions too. The Maextro V800 has been under scrutiny after testing by Dongchedi found brake pedal bracket failures on all three MPVs put through emergency stops, a report that knocked JAC shares down by the daily limit. For an alliance selling at premium prices, safety questions land harder than volume swings.

The question now is whether October was a one-off correction or the start of something longer. HIMA has two months left in 2026 to answer it.