On February 1, according to a report by Caixin News (Reporter Zhang Yipeng), after bidding farewell to the "first suppressed and then rising" trend of 2024, the seven "new brands" incubated by traditional car companies and born from ICT crossover reported a month-on-month decline in January, due to factors such as sales being "oversold" in advance and the impact of the Spring Festival holiday and the transition of the "two new" policies. GAC Aion and ZEEKR saw declines of over 50%.

On February 1, 2025, Lei Jun, founder, chairman, and CEO of Xiaomi, took the lead in announcing the performance report for the first month of the new year: the delivery volume of Xiaomi SU7 has exceeded 20,000 units again, surpassing 20,000 units for four consecutive months. With this performance, Xiaomi Autos has climbed to third place in the monthly delivery ranking of new cars for the first time.

“The delivery target for the whole year of 2025 is 300,000 units. In the new year, we will continue to expand production capacity,” said Lei Jun.

According to the latest car purchase policy in February, all configurations of the Xiaomi SU7 that are reserved will enjoy two benefits: an 8,000 yuan Nappa genuine leather seat and a lifetime free of the Xiaomi Intelligent Driving enhanced feature.

A total of 34,987 new cars of Harmony Smart Transportation have been delivered in January, continuing to rank first in the average transaction price in China for 9 consecutive months. Specifically, the Wenjie M9 series delivered 12,483 units, maintaining its position as the top-selling luxury car in China priced above 500,000 yuan for 10 consecutive months. The Wenjie new M7 series delivered 8,443 units, the Zhijie R7 delivered 11,420 units, and the Xiangjie S9 delivered 643 units. According to the latest plan, the Harmony Smart Transportation "Four Realms" aims to challenge a new target of 1 million units in 2025.

According to previous news, the Zunjie S800 will be launched this spring, with other products under the Zunjie brand also being developed simultaneously. "Cooperation with Huawei continues to extend to a higher level and wider fields. The first product, the Zunjie S800, has successfully debuted, and the super factory has been officially completed, with the second and third cars fully commencing development," stated Jiangqi Group in their New Year's greeting for 2025.

Aside from the Zunjie S800, Harmony Smart Transportation will also introduce new models in 2025, including the Wenjie M8 and the Xiangjie S9 extended-range version.

After recording positive growth year-on-year in November and December last year, GAC Aion achieved a single-month sales record of 14,393 vehicles in January this year, a year-on-year decline of 42.31% and a nearly 70% decline month-on-month. According to the plan, the Aion UT Parrot Dragon will officially launch at the end of February; Deep Blue Autos, which stabilized in the second tier, delivered 24,575 vehicles in January and rose to second place in the "new autos" category; ZEEKR delivered 11,942 vehicles in January, a year-on-year decline of 4.75% and a month-on-month decline of 56.08%.

AVITA and Lantu Autos, which have been hovering at the threshold of the "ten thousand vehicles club," failed to achieve monthly deliveries of over ten thousand last month, with the two brands delivering 8,826 and 8,009 vehicles respectively. Among them, Lantu Autos will challenge the annual sales target of 0.2 million vehicles this year.

"In January, the market experienced a seasonal decline. Under the influence of the Spring Festival and the homecoming tide, customer flow and transactions decreased before the holiday, with some car purchase demand being released in advance in December, leading to a brief gap in the auto market. The guiding opinions on the 'dual-new' policy were published on January 8, and local vehicle replacement and updating policies started to release details in some provinces only in the latter half of the month. In the first half of January, consumers were hesitant, delaying their car purchase decisions." Looking ahead to February, the China Automobile Circulation Association is optimistic that, with the support of the "dual-new" policies, the automobile market is expected to continue warming in the first quarter of 2025, although factors such as the Spring Festival holiday and policy hesitation will still exert certain pressure on the current market.

Editor/danial