Xiaomi delivered 31,267 vehicles in July, China Passenger Car Association (CPCA) data released on Tuesday showed, putting the company at just 39.3% of its full-year target with five months remaining.
The figure was up 2.7% year-over-year, but down 10.0% from June’s 34,738.
July marked the fourth consecutive month above 30,000 units — a threshold the company has repeatedly highlighted without disclosing the exact number.
CPCA usually provides the precise figure and model-level split later in the month.
Cumulative deliveries through July reached 216,322 vehicles, a 14.8% increase from 188,378 in the year-earlier period.
Against a full-year goal of 550,000, Xiaomi must deliver an average of roughly 66,700 vehicles per month from August through December — more than double the 31,267 it managed in July.
The highest monthly total the existing two-model lineup has ever achieved was 50,212 units, in December 2025.
SU7 Sedan
Through seven months, the YU7 accounted for 114,782 units and the SU7 for 101,540, giving the SUV a 53.1% share of total volume.
CPCA data showed a widening split between Xiaomi‘s current two models in July.
The SU7 sedan recorded 21,044 units, up 3.1% from June and ending a two-month streak of sequential declines.
The second-generation SU7 began deliveries in April after a generational transition that saw volumes collapse to 1,133 units in January and 218 in February.
Since April, the sedan has averaged roughly 23,000 units per month, stabilizing around a lower ceiling than its predecessor reached during the second half of 2025.
The SU7’s 21,044 units in July exceeded the Tesla Model 3’s 2,091 by a factor of roughly 10 to 1.
Part of the Model 3’s July weakness is structural, as Tesla’s Shanghai plant follows a well-documented quarterly pattern in which the first month of each quarter is dominated by export logistics, compressing domestic retail volumes.
January produced a similarly low 1,640 units for the Model 3.
The SU7 experienced its own trough earlier in the year for different reasons — the generational switchover halted first-generation production and left the sedan with negligible volume in January and February.
Since April, when both models were selling current-generation versions, the SU7 has outsold the Model 3 in every month.
Year-to-date, the sedan accumulated 101,540 units against 68,533 for the Model 3, with Tesla’s car ahead only in January, February, and March, — the months Xiaomi was largely out of the market.
YU7 SUV
The YU7 SUV moved in the opposite direction, with July deliveries dropping 28.6% month-on-month to 10,223 units, down from 14,324 in June.
Xiaomi‘s second model peaked at 37,869 units in January and has struggled to sustain momentum since, dipping below 10,000 in both April and May before a partial June rebound that proved short-lived.
The gap between the YU7 and its main competition, the Tesla Model Y, continued to widen in July, CPCA figures show.
Tesla’s SUV delivered 25,158 units in the month, outselling the YU7 by a factor of roughly 2.5 to 1.
Both models declined month-on-month — the Model Y fell 34.9% from June’s 38,654 — but Tesla maintained a substantial volume lead.
Over the January-to-July period, the Model Y accumulated 197,671 deliveries against the YU7’s 114,782, a cumulative gap of 72.2%.
The YU7 outsold the Model Y only once in the past 12 months — in January, when it delivered 37,869 units against Tesla’s 16,845.
January is traditionally Tesla’s weakest month in China as the Shanghai plant shifts toward export production at the start of each quarter.
Since then, the Model Y has led every month, and the margin has grown as the YU7 trended lower.
Sky Nomad Holds the Key
The arithmetic facing Xiaomi‘s existing lineup leaves little room for ambiguity.
Delivering 333,678 vehicles from August through December at a run rate the SU7 and YU7 have never jointly sustained requires a third source of volume.
The new Sky Nomad series, introduced on July 30, is that source.
Sky Nomad marks Xiaomi‘s entry into the extended-range electric vehicle (EREV) segment with two models.
The seven-seat N90 Max opened pre-sales at 299,900 yuan ($44,500) and the five-seat N70 Max at 259,900 yuan, both against a 1,000-yuan refundable deposit.
Deliveries are scheduled to begin in September.
The pricing undercuts the Tesla Model Y L’s 339,000 yuan ($50,300) sticker price in China and positions both models against Li Auto and Huawei-backed Aito in a segment where those two brands accounted for seven of the 10 best-selling extended-range SUVs in the first half of 2026.
Chinese media outlet Cailian reported on August 5 that pre-orders may have exceeded 100,000 units, though the estimate was not based on official data.
Even if broadly accurate, converting reservations into delivered vehicles depends on how quickly Xiaomi ramps production at its Beijing plant, which received regulatory clearance to build extended-range models only in June.
Xiaomi delivered 411,082 vehicles in 2025, surpassing its revised target of 400,000 units.
The 550,000-unit goal for 2026 represents a 33.8% increase from 2025.
Overseas sales are not expected until the second half of 2027.
