Where Xiaomi Auto stands
Xiaomi Auto is the vehicle business of Xiaomi Corporation (HKEX: 1810). In the China Passenger Car Association analysis published November 9, 2026, Xiaomi Auto stands at 50,168 new-energy wholesale units for October, between XPeng at 50,237 and Great Wall at 49,498. The same article lists domestic new-energy retail at 50,123. Its list of 25 models above 20,000 wholesale includes no Xiaomi nameplate. The commentary credits Xiaomi, with the leaders of the extended-range market, for a stronger month in that segment: October extended-range wholesale was 152,000 units, up 19.9 percent year on year and 31.3 percent from September.
CnEVPost and EV both say Xiaomi's own November 1 statement gave only a floor above 50,000, with no model split. CnEVPost treats 50,168 as the association wholesale count and 50,123 as domestic retail.
October volume, with two unsettled model tables
CnEVPost's November 9 compilation, labeled as CPCA wholesale, assigns October to the SU7 at 12,984, the YU7 at 10,037 and Sky Nomad at 27,147, split into the N70 at 14,558 and the N90 at 12,589. Those lines add to 50,168. EV, citing the Yiche portal, assigns the SU7 at 12,954, the YU7 at 10,037 and Sky Nomad at 27,132, split into the N70 at 14,545 and the N90 at 12,587. Those lines add to the retail total of 50,123. The YU7 figure matches. The SU7 figure differs by 30 and the Sky Nomad figure by 15. The public association article leaves those model lines unpublished, so the working record keeps both compilations beside the company totals.
CnEVPost's delivery table lists December 2025 at 50,212, which leaves its October wholesale figure 44 units short of that month. EV uses the same December figure and says the October retail count of 50,123 is 89 units short of it. CnEVPost says its own method treats the 45-unit wholesale-retail gap as exports, and that the association report gives no destination or use for those vehicles.
The cars now on sale
English Wikipedia describes the SU7 as Xiaomi Auto's first vehicle, with a March 2021 decision to enter electric vehicles, an August 2023 production permit, a public release on March 28, 2024, pre-facelift production from December 2023 through February 2026, and a facelift from March 2026. Its 2026 specification table lists a Pro CLTC range of 902 km. The interim report says first-generation SU7 sales stopped in the first quarter of 2026. On May 21, 2026 Xiaomi launched the YU7 GT from RMB 389,900, calling it a sports-car-level SUV for long trips and the first model shaped in depth by the Munich EV research and design center opened in early 2025. The same day it launched a YU7 Standard from RMB 233,500 with a stated CLTC range of 643 km.
EV says Lei Jun launched the extended-range Sky Nomad series on September 7, 2026, with customer handovers from September 12. It gives a price span from 209,900 yuan for the N70 Pro to 299,900 yuan for the N90 Max Explorer.
Results through June
For the first half of 2026 the smart EV, AI and other new initiatives segment recorded RMB 44.8 billion of revenue, of which smart EV sales were RMB 42.9 billion. Deliveries were 185,055, up 17.7 percent from 157,171. Segment gross margin was 19.6 percent, against 24.9 percent a year earlier, and the segment operating loss was RMB 5.7 billion. Smart-EV average selling price was RMB 231,848, down 5.8 percent from RMB 246,247, which the report attributes mainly to a smaller share of SU7 Ultra deliveries. The report says the SU7 series ranked first in that half among pure-electric sedans priced above RMB 200,000 in mainland China.
Those accounts end at June 30, 2026. EV says the board meets on November 24, 2026 to approve third-quarter results, citing a Hong Kong filing.
The first SU7's safety record
Wikipedia's account of the March 29, 2025 crash says that at 22:44 an SU7 hit a guardrail and caught fire on the Chi-Qi section of the Dezhou-Shangrao Expressway in Anhui, and that three college students were killed. It says Xiaomi stated that assisted driving was engaged and that the car was traveling at 116 km/h. It says Xiaomi filed a recall plan on September 19, 2025 covering 116,887 standard SU7 vehicles built from February 6, 2024 through August 30, 2025, after the regulator found that the L2 highway-assist function could fail to recognize, warn, or handle extreme scenarios in time.
What to watch
EV says Lei Jun set a 2026 delivery target of 550,000 in January. Its January-October total is 336,613, which it calls 61.2 percent of that target, so November and December would need about 106,700 vehicles a month. CnEVPost's January-October wholesale compilation is 336,658, which it calls 61.21 percent of the same target, implying about 106,671 a month. The 45-unit gap between those year-to-date figures matches the October wholesale-retail gap. Neither figure is a Xiaomi year-to-date printed in the association narrative.
CnEVPost compiles 887,966 cumulative deliveries at the end of October. It also says Xiaomi announced in September that it had signed memoranda of understanding with eight German dealer groups ahead of a previously announced 2027 entry into Europe. EV says locked-in Sky Nomad orders passed 70,000 in the first 30 days, through October 7, and that the company has not updated that order count since. On EV's delivery math, 39,576 Sky Nomad vehicles since September 12 equal 56.5 percent of those orders. Locked orders and deliveries remain separate counts.