Huawei’s Harmony Intelligent Mobility Alliance (HIMA) delivered 46,122 vehicles in May 2026, a 3.77% year-over-year increase and a 40.79% month-over-month surge, according to data from Sina Finance and IT Home. The standout performer was the all-new AITO M9, which racked up over 20,000 firm orders within 24 hours of its May launch.
Why It Matters
Huawei’s HIMA ecosystem — spanning AITO, LUXEED, STELATO, and Zhijie brands — is becoming a formidable force in China’s premium EV segment. The new AITO M9, priced from 479,800 yuan with six LiDAR sensors and Huawei ADS 5 intelligent driving, has generated exceptional demand. Meanwhile, the Zhijie V9 secured 10,500 orders within 48 hours of launch, and the AITO M6 delivered over 20,000 units in its first full month, according to CnEVPost.
The 40.79% month-over-month jump suggests HIMA is recovering from a softer April. With the AITO M9 Ultimate Extended variant — featuring a 3,236 mm wheelbase and starting at 649,800 yuan — now joining the lineup, Huawei’s premium push is accelerating.
Key Numbers
| Metric | Value | Source |
|---|---|---|
| HIMA May deliveries | 46,122 | CnEVPost |
| YoY growth | +3.77% | CnEVPost |
| MoM growth | +40.79% | CnEVPost |
| AITO M9 24h orders | 20,000+ | Sina Finance |
| Zhijie V9 48h orders | 10,500+ | IT Home |
Industry Impact
Huawei’s expanding automotive ecosystem is reshaping the competitive landscape. The HIMA model — where Huawei provides the smart cockpit, autonomous driving software, and brand halo while manufacturing partners like Seres handle production — offers automakers a turnkey premium EV solution. With AITO M9 and Zhijie V9 both generating blockbuster order numbers, Huawei’s influence in the smart EV space is growing beyond software into brand-level market power.
What Comes Next
The AITO M9’s order backlog will take months to clear, providing a strong delivery pipeline through Q3 2026. The key question is whether HIMA can scale production capacity to convert these orders into deliveries without the quality issues that have plagued some rapid EV ramps. With the MAEXTRO V800 MPV — Huawei’s million-yuan flagship challenge to the Toyota Alphard — also in the pipeline, HIMA’s product portfolio is expanding rapidly.
