The frontline feedback during this National Day holiday has been quite enthusiastic, with 205 sales professionals from the CarFans industry communication group actively participating. The details are quite interesting, as feedback from various sources during the holiday has been generally positive. Most importantly, there has been a noticeable shift in customers' car-buying demands. The specific details are as follows： :@Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Weekly Order Report for Zeekr 9X 1.Order Status: Each dealership has recorded 65-70 lock-in orders, and the pre-sale conversion rate is 30%-40%. These orders represent 50% of store traffic, with total store inflow increasing by 150-200%. The total order of Zeekr 9X is around 32-35K. Notes: i.After the launch, pricing met customer expectations, leading to a surge in showroom visits, test drives, and orders. After the National Day holiday, store traffic returned to a stable level. ii.Before the launch, roadshows were held, and most pre-sale customers had already seen the actual vehicle, resulting in very fast conversion to firm orders after launch. Customers are now mainly focused on delivery time. 2. Customer Profile: Ages 35–55, male Ratio: 90%. Notes: i. Compared with the pre-sale stage, the proportion of customers from first-tier cities increased significantly after launch. The ratio of replacement and additional purchases from traditional luxury SUV owners also rose, with a high overlap among Land Rover, Porsche Cayenne, and Toyota Prado owners. ii. The customer base is predominantly male, mainly business owners and executives with strong financial capability and quick decision-making. They value the exterior design and driving performance of the Zeekr 9X and pay close attention to the intelligent driving experience. 3. Configuration Preferences: -Hyper Edition+Obsidian Black Edition: 70-80% - Preferred Colors: - Exterior: Black - Interior: Brown Notes: i. After seeing the actual vehicle during the roadshow, customers showed strong approval of the Zeekr 9X’s exterior and interior design, with the Midnight Black exterior receiving higher-than-expected recognition. ii. At launch, orders were mainly concentrated on the Hyper and higher version. During the National Day holiday, the proportion of Ultra versions increased, while customers choosing other configurations mainly prioritized shorter delivery time. 4. Competitive Model Analysis: - AITO M9: 3/10 - NIO ES8: 1/10 - Li Auto L9/MEGA: 1/10 - Mercedes-Benz Maybach GLS: 1/10 Notes: i. Land Rover continues to be the most frequently mentioned brand. Compared with the pre-sale stage, the number of customers mentioning the Cayenne and Prado has increased significantly — most mentions are references rather than direct comparisons. ii. Customers comparing with the AITO M9 are mostly around 40 years old. Those comparing with the NIO ES8 were concentrated during the pre-sale stage and focus on delivery time and intelligent features, while customers comparing with the Li Auto Mega mainly consider delivery timelines and family needs. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Weekly Order Report for New AITO M7 1. Order Status：Each dealership has logged 70-80 new lock-in orders a, accounting for 80-60% of store traffic, with an overall store inflow increase of 50-70%. The total lock-in orders for the New AITO M7 is around 60K Notes: i. Online public feedback after the launch was stronger than expected, while most ordering customers had been following the Aito M7 for a long time. They felt the price met expectations, and orders have continued to grow steadily since launch, now approaching 60K. ii. Orders from user experience centers were significantly higher than from shopping mall stores. Orders were highly concentrated in first- and second-tier cities, accounting for 70%, with noticeable growth in Sichuan, Beijing, Shanghai, Guangzhou, Hubei, and Chongqing province. 2. Customer Profile: Ages 25-40, male Ratio: 70%, Notes: i. The Customer who placed order have been following the HIMA brand for a long time, with relatively strong spending power. They value intelligent driving, and a high proportion are entirely new customers ii. The overall customer profile is younger, with a noticeably higher proportion of women. Customers opting for the sports package showed stronger perception compared with the M8 and M9. 3. Configuration Preferences: - Ratio of BEV : REEV : 4:6 -Ratio of 5 Seats: 6 Seats: 7:3 -Main Version: max - Preferred Colors: - Exterior: Black - Interior: Orange Notes: i. There have high proportion of young customers choose BEV, while those opting for REEV versions are mostly first-time NEV buyers, with a relatively high replacement/additional purchase ratio. ii. Dealerships reported that the Blue exterior color has excellent real-vehicle texture, with an option take rate second only to Black. Customers also gave very positive feedback on the test-drive experience. 4. Competitive Model Analysis: - HIMA Model(M8/R7/S9T): 5/10 - NIO ES8/ONVO L90: 2/10 - Li Auto i8/i6: 2/10 Notes: i. Comparison customers are mainly focused on models within the same brand. After the launch, customers of other models returned, leading to a noticeable increase in overall orders. ii. When customer comparing with the NIO ES8 and ONVO L90, customers value space and configuration. Comparisons with the i8 largely subsided after its launch, while the proportion of i6 increased over the weekend. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

48hr Order Report for New Li Auto i6 1. Order Status：Each dealership has logged 80-90 new lock-in orders and the Lock-in rate is around 75-80%, accounting for 80-90% of store traffic, with an overall store inflow increase of 200%. The total lock-in orders for the Li Auto i6 is around 46k Notes: i. The launch performance exceeded expectations, with a single, clearly defined version. Overall ordering speed was much faster than before, with first- and second-tier cities—especially in the eastern region—showing outstanding results. ii. Display and test-drive vehicles arrived at dealerships two days in advance, with 2–4 test-drive units per store, ensuring weekend test drives reached a historic peak and conversions to firm orders happened very quickly. 2. Customer Profile: Ages 22–35, male Ratio: 65%, Notes: i. The Customer profile are Young family couples are the main buyers. Compared with before, they skew younger, focusing on configurations and comfort, and consider the size of the Li Auto i6 suitable for both husband and wife to drive. ii. The proportion of female buyers is higher than before. With Yi Yangqianxi as the brand ambassador, the model successfully broke through to wider audiences, attracting significant attention from female users, and even leading fans to visit dealerships and place orders. iii. Compared with the previous L series, overall order placement speed has noticeably accelerated. Existing owners have become the main drivers of word-of-mouth, boosting the launch reputation. 3. Configuration Preferences: - Ratio of RWD : AWD : 7:3 -21-inch Wheel option take rate: 30% -Rare Entertainment Screen option take rate: 40% - Preferred Colors: - Exterior: White - Interior: White/Brown Notes: i. Customer acceptance of the new i6’s exterior is noticeably higher than that of the i8. Most customers believe rear-wheel drive is sufficient. The air suspension is strongly perceived, and after test drives, the chassis quality received very positive feedback. ii.Due to option-benefit bundling, the option take rate for the premium sound system overlaps significantly with the repurchase rate, while AWD and 21-inch wheels also show a high degree of overlap. 4. Competitive Model Analysis: - Tesla Model Y: 2/10 - Xiaomi YU7: 2/10 Notes: i. Customers comparing with Tesla share similar ages and profiles. Those considering the Xiaomi YU7 mainly focus on delivery timelines, space, features, and value for money. ii. Existing owners have relatively short replacement cycles, mainly from the L series. A small number of i8 intenders also placed orders, primarily choosing fully loaded configurations. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

36hr Order Report for New NIO ES8 1. Order Status：Each dealership has logged 80-85 lock-in orders, accounting for 80-90% of store traffic, with an overall store inflow increase of 50-70%. The total lock-in orders for the NIO ES8 is around 47-50k Notes: i. Display and test-drive vehicles were already in place during the pre-sale period, and most customers had seen them before the launch. With pricing and service meeting expectations, the majority of customers converted their reservations into lock-in orders on the launch night. ii. The Shum Yip Upper Hills Tower 1 dealership in Shenzhen achieved the highest order sales performance of Shenzhen. Additionally, the cities of Shanghai, Beijing, Chengdu, and Hefei ranked among the top regions in terms of overall national sales figures. Orders were concentrated in first- and second-tier cities, and test drives peaked over the weekend. 2. Customer Profile: Ages 30–50, male Ratio: 70%. Notes: i. The Customer profile are mainly family users, with the whole family coming together to view the car. They have clear purchase intentions, only consider three-row SUV models, and have relatively high budgets. ii. Dealerships reported that customer reach has expanded beyond the usual customer base, with content on TikTok, RedNote, and Weibo delivering strong customer traffic generation effects. 3. Configuration Preferences: - Ratio of 7Seats:6Seats: 0.5:9.5 - Luxury Version: 60% -Signature Version: 40% -BAAS rate: 90% - Preferred Colors: - Exterior: Black - Interior: Brown Notes: i. Customers generally do not choose the 7-seat version, as most believe the 6-seat model is enough for use. After final orders were placed, the proportion of 7-seat versions continued to decline. ii. Darker exterior colors are preferred by customer, and once the vehicles arrived at dealerships, customers shifted toward Brown interior. The front trunk had a clear promotional effect on customers who visiting the store. 4. Competitive Model Analysis: - AITO M8: 2/10 - Zeekr 9X: 2/10 - Li Auto i8: 2/10 Notes: i. Customers only consider models with three rows, with some insisting on pure electric. Many customers did not make cross-brand comparisons but focused on delivery timelines. The “peace-of-mind order lock-in” plan proved highly effective, significantly boosting conversion to lock-in orders. . ii. The proportion of comparisons with the Zeekr 9X increased, while comparisons with the Tesla Model YL dropped noticeably. Dealers in different brands generally reported that after the launch of the Tesla Model YL, the proportion of Tesla owners trade-in and additional purchases declined. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Weekly Order Report for Stelato S9T 1. Order Status：Each dealership has logged 15-20 lock-in orders, accounting for 20% of store traffic. The total lock-in orders for the Stelato S9T is around 12-13k Notes: i. The launch price met customer expectations, and the benefits were well in place, leading to a small peak of first-wave customers on the launch day, followed by a stable peak in test drives. ii. After launch, orders remained highly concentrated in first- and second-tier cities, with the Yangtze River Delta and Pearl River Delta regions significantly above the national average. 2. Customer Profile: Ages 30–45, male Ratio: 65%. Notes: i. The Customer have noticeably strong overall spending power and enjoy traveling. The most customer already own BBA (BMW, Mercedes-Benz, Audi) models. They are very fond of the exterior design of the Stelato S9T, valuing Huawei’s intelligent driving and driving experience. ii. The profile of launch-order customers remained consistent with the pre-sale stage, with a relatively high proportion of female buyers. A breakthrough effect was observed, as dealerships reported that more than 40% of customers were non-Huawei digital product users. 3. Configuration Preferences: - Ratio of BEV:REEV: 6:4 - Ration of MAX Version: Ultra Version: 6:4 -Signature Version: 40% -BAAS rate: 90% - Preferred Colors: - Exterior: Green - Interior: Biege Notes: i. The BEV version, geared more toward daily use, accounts for a higher proportion of sales. With the manufacturer offering a ¥10,000 option package incentive, many customers prefer choosing the Max version with additional options, while for the REEV version, the 53 kWh battery option has a relatively high take rate. 4. Competitive Model Analysis: - Almost no cross-shopping model Notes: i. Customers are mainly BBA(BMW, Mercedes-Benz, Audi) trade in or additional purchase customers, with the replacement/additional purchase ratio exceeding 90%. They tend to buy if they like it, without making clear comparisons between ICE and new energy vehicles, including wagons. Some customers are waiting for other new HarmonyOS models to launch for comparison. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Last week Top 20/10 Sedan/SUV/MPV registration number. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Last week registration number by key model. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Last week registration number by brand. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

48hr Pre-Order Report for Zeekr 9X 1. Order Status：Each dealership has logged 90-120 pre orders, accounting for 30% of store traffic, with an overall store inflow increase of 20%. The total pre-order of Zeekr 9X is around 50-55K. Notes: i.Most of the show cars and test-drive cars have not yet arrived at the store, but the pre-sale results are quite good. Customers feel the price is a bit higher than expected, but it does not stop them from placing orders. 2. Customer Profile: Ages 35–45, male Ratio: 90%. There have many BBA owners’ additional purchases and trade-in replacements. Notes: i. The overall customer profile is similar to that of the Zeekr 009: financially strong, with multiple BBA (BMW, Mercedes-Benz, Audi) vehicles at home. They are mainly corporate executives, business owners, and early Zeekr owners, with a noticeably higher proportion of executives compared to the 009. ii. The warm-up period was relatively long, and the vast majority of ordering customers had already learned about the new car beforehand. Unlike other competitors, where families usually come to view the car, here there is a clear difference, with a large proportion of male customers coming directly to the store and placing an order. 3. Configuration Preferences: -MAX: 1/10 -Ultra: 2/10 -Hyper: 7/10 - Preferred Colors: - Exterior: Black - Interior: Blue Notes: i. Customers highly recognize the exterior and interior design of the Zeekr 9X. The previous spy shots that caused anxiety with the single 16-inch central screen have now turned into a dual-screen setup, which has clearly boosted customers’ desire to purchase. ii. Customers generally believe that once they are buying at these price level, they won’t care too much about the cost of individual configurations. For example, the Ultra version adds features like electric doors and projection headlights, which they consider to be worth more than just an extra 20,000 RMB. iii. A configuration divide has emerged between shopping-mall stores and Zeekr Home Dealerships. In shopping-mall stores s, the selection rate for the Qianli Haohan intelligent driving H9 package is relatively high, and customers generally care a lot about vehicle delivery time. 4. Competitive Model Analysis: - AITO M9: 3/10 - NIO ES8: 1/10 - Li Auto L9/MEGA: 1/10 Notes: i. Land Rover was frequently mentioned, sometimes without direct comparison. Customers are very fond of the Zeekr 9X’s exterior design and are willing to pay simply because they like it. ii. Customer who compared with AITO M9, are tending to focus on top trims, care about intelligence features, and care about delivery time, those who choose the Zeekr 9X are driven by its exterior and differentiation. Customer who compared with Li Auto L9 customers, are more considering about price and specific configurations.. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Last week China registration numbers for key model @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson