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[CarFans China @CarfansC]

72 HR Order Report for All New Li Auto L9

1.Order Status: Each dealership has recorded 20 orders, accounting for 50% of store traffic, with total store inflow increasing by 30%.

Notes:
i. Display vehicles and test-drive vehicles arrived at dealerships ahead of launch. After the launch, the Livis version was priced at around RMB 30,000 below customer expectations, and dealership traffic peaked over the weekend.
ii. Sales were highest in Shandong, Hebei, Beijing, Guangdong, and Zhejiang, with demand still mainly concentrated in first- and second-tier cities.

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2. Customer Profile: Ages 35-42, Male ratio: 90%
Notes:
i.Overall, customers are younger than those of the previous model. Many have been following Li Auto for some time, influenced by factors such as recommendations from friends and the brand’s visibility on the road. The proportion of customers buying for personal driving and self-use has increased significantly, while family-oriented demand has declined.
ii. The share of additional and replacement purchases from existing owners has significantly exceeded dealership expectations. The manufacturer’s comparison testing has delivered a strong impact, and customer curiosity about the active suspension’s performance has driven a sharp surge in test-drive demand.

3. Configuration Preferences:
- L9 Livis: 90%
- L9 Ultra: 10%

- Option Pacakge:
- Two-tone exterior color: 15%
- Second- and third-row electrochromic glass: 50%
- Preferred Colors:
- Exterior: Brown/Gold
- Interior: Green/white

Notes:
i.Most customers tend to choose the Livis version, with 800V architecture, active suspension, solid-state LiDAR, and the wheel design being the most noticeable highlights. Customers generally feel that the Livis offers better value for money in terms of configuration.
ii. After the actual vehicles arrived at dealerships, the brown-gold exterior became the most popular choice, with customers perceiving it as the most premium-looking color. Customers also found the green-and-white interior especially striking in person, making it the main volume-selling color.

4. Competitive Model Analysis:
- NIO ES9: 3/10
- AITO M9: 2/10
- Zeekr 9X: 1/10

Notes:
i.A large proportion of existing owners consider only Li Auto models. Some mention the Li Auto MEGA, but for customers who prioritize self-driving use, it is generally not their preferred choice, and many place an order after the test drive.
ii. Comparisons with the NIO ES9 are concentrated among entirely new customers. The AITO M9 has not yet arrived at dealerships, so current comparisons are mainly around business-oriented luxury, while comparisons with the Zeekr 9X are strongly influenced by proximity to local dealerships.

@Jas0nYu
@ChinaEV_Eng_Lif
@tphuang
@yilunzh
@CarNewsChina
@EV_Native
@IBD_ECarson

[CarFans China @CarfansC]

72 HR Order Report for Luxeed V9

1.Order Status: Each dealership has recorded 20 orders, accounting for 50% of store traffic, with total store inflow increasing by 30% with all the new HIMA model.

Notes:
i. Launch momentum exceeded store expectations, with orders already surpassing 10,000. The regional distribution is consistent with the pre-sale pattern, with the Yangtze River Delta, the Pearl River Delta, and North China accounting for the largest shares, and Shandong Province having the highest proportion. The model has also attracted a large number of corporate users from the ICE MPV segment.
ii.User centers contributed a higher proportion of orders. Most display vehicles arrived at stores two days in advance, and test-drive vehicles were prioritized for delivery to user centers. Weekend test-drive demand was very strong, and once the vehicles arrived, the feedback clearly helped drive conversion.

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2. Customer Profile: Ages 35-45, trade-in or additional purchase rate: 100%, corporate customers rate: 55%
Notes:
i.Consistent with the pre-sale customer profile, the main buyers are local young entrepreneurs and executives. They value both business and family use cases, strongly recognize the Huawei brand, and tend to place orders very quickly.

3. Configuration Preferences:
- ultra+: 50%
- ultra: 35%
- max+: 15%

- Option Pacakge:
- Premium zero-gravity seats: 60%
- Preferred Colors:
- Exterior: Black/Purple
- Interior: Purple

Notes:
i. Most display vehicles arriving at stores are black, and customer feedback shows that the black vehicle looks better in person than in photos. The share of Gilded Black and Radiant Purple is roughly similar, while Elegant Apricot accounts for a higher share than Reddish Tea Orange..
ii. The rotating seats and the wraparound head-safety airbag headrests are highly distinctive. After seeing the car and taking a test drive, many customers proactively choose the Ultra trim or above, which is continuing to increase the Ultra mix.

4. Competitive Model Analysis:
- Zeekr 009.: 2/10
- AITO M9: 2/10
- Li Auto Mega: 1/10
- Denza D9: 1/10
- AITO M8: 1/10

Notes:
i.For this pre-sale, most customers placed orders right away and spent very little time viewing the vehicle, often emphasizing that they specifically wanted to buy Huawei’s MPV. As a result, relatively few competing models were mentioned, and comparisons showed a clear split, with the Ultra version mainly being compared with the Zeekr 009 and the Li Auto MEGA.
ii. Customers value the fact that the Luxeed V9 is the first MPV in the HIMA ecosystem. Some customers who had originally been considering six-seat HIMA models are now clearly taking the Luxeed V9 into consideration.

@Jas0nYu
@ChinaEV_Eng_Lif
@tphuang
@yilunzh
@CarNewsChina
@EV_Native
@IBD_ECarson

[CarFans China @CarfansC]

72HR Order Report for Leapmotor D19

1.Order Status: Each dealership has recorded 15 orders, accounting for 70-80% of store traffic, with total store inflow increasing by 200%.

Notes:
i. The launch price met order customers’ expectations, and the model also broke out beyond its core audience, with purely new customers driving more than a twofold surge in dealership visits and test drives. The total order for Leapmotor D19 is around 7.5K.
ii. Guangdong province ranked first, surpassing Zhejiang province. Negative public opinion before launch affected customer expectations, but demand returned to normal over the weekend and then climbed further.
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2. Customer Profile: Ages 30-50, male Ratio: 90%, trand-in or additional purchase rate: 100%
Notes:
i. Customers profile span a wide age range, often come from multi-car households, and generally have strong purchasing power, with a relatively high proportion paying in full. They are looking to add or replace with a larger vehicle, are mainly male-led in decision-making, and focus on pure electric range, features, and delivery timing.
ii. The proportion of online-originated customers is relatively high, with Douyin and WeChat Channels being the main sources of awareness. Voluntary referrals from existing owners have also exceeded expectations, accounting for around 10%.

3. Configuration Preferences:
Ratio of REEV:BEV: 6:4
- 500KM REEV 6 Seats: 50%
- 720KM BEV 6 Seats: 30%
- 500KM BEV 7 Seats: 10%

- Option Pacakge:
- Two-tone exterior + aero-style wheels: 65%
- Oxygen Cabin: 30%
• - Smart Cinema Package: 30%
- Preferred Colors:
- Exterior: Black/Silver
- Interior: Brown

Notes:
i. Deliveries of the 500 REEV and the 720 BEV are moving relatively quickly, so orders are highly concentrated on these two configurations. The display vehicles feature a two-tone exterior, and Black and Green have received very positive feedback. The take rate for the Oxygen Cabin package has also exceeded expectations.
ii. In the Yangtze River Delta region, the share of BEV orders is relatively high, as a 500 km range is already sufficient for family use. However, REEV customers say that even if they may use pure electric driving 99% of the time, they would still choose the range-extended version as long as there is even a 1% chance they might need fuel as a backup in an emergency.

4. Competitive Model Analysis:
- AITO M8.: 3/10
- Li Auto L9: 3/10
- ONVO L90: 2/10
-Geely Galaxy M9: 1/10

Notes:
i. Comparison models are relatively fragmented, with a wide price spread. Customers comparing it with Li Auto and AITO are mainly focused on features and pricing, and overall their budgets are relatively sufficient.
ii. Thanks to the model’s broader marketing reach, sources of purely new customers are more diversified. The specific brand comparison mix depends directly on the types of nearby dealerships.

@Jas0nYu
@ChinaEV_Eng_Lif
@tphuang
@yilunzh
@CarNewsChina
@EV_Native
@IBD_ECarson