[Gasgoo Express] Dongfeng Motor and Huawei hold executive talks; Chery adjusts executive positions; NIO ES9 deliveries exceed 30,000 units
NIO delivered its 30,000th ES9 in 119 days, setting a record for high-end pure electric models over 500,000 yuan. The ES9 captured a 24% market share in the Yangtze River Delta region in August 2026. This means one in every four vehicles sold in that segment was an ES9. Meanwhile, Dongfeng Motor and Huawei discussed deepening strategic cooperation and product technology innovation.
NIO's ES9 delivery milestone shows strong demand for premium Chinese EVs. Delivering 30,000 units in 119 days for a car over 500,000 yuan is a significant feat. This performance in the Yangtze River Delta, with a 24% market share, points to increasing domestic brand dominance in higher price tiers. It challenges the perception that only foreign brands can succeed in China's luxury auto market.
BMW's opposition to EU tariffs on Chinese EVs reflects a broader concern for European automakers. While the EU imposed a 31% tariff on China-produced MINI EVs in October 2024, Chinese brands are absorbing these costs through localized production. BMW's CEO Milan Nedeljkovic warns that tariffs risk protectionist sentiment. His call for voluntary pricing agreements shows a desire to protect BMW's market position in China.
The ongoing discussions between Dongfeng Motor and Huawei are worth watching. Huawei continues to embed its technology into Chinese automakers' vehicles. This deepens its influence across the automotive supply chain. The test for Huawei is whether its partnerships translate into sustained market share gains for its automotive partners, beyond initial product launches.
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