Seres NEV Sales Plunge 43.96% in August, AITO Slowdown Sparks Concern
In August 2026, Seres Group reported NEV sales of 24,244 units, a steep year-on-year decline of 43.96% — a sharp contrast to the overall growth trajectory of China's NEV market. The core AITO brand saw an even more severe drop of 49.68%, while cumulative NEV sales for January-August fell 12.58%. Against the backdrop of BYD exceeding 440,000 units and Leapmotor surpassing 100,000 in August, Seres' correction has triggered deep discussion about its product cycle timing and competitive strategy.
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