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Chinese Carmakers Surpass Global Luxury Rivals in Home Market

Left 50% Center coverage: 10 sources Right
Beijing, China
May 28, 2025 (Updated: February 11, 2026) 0 Center Neutral General
Chinese Carmakers Surpass Global Luxury Rivals in Home Market
NEXUS-Q7 Market Analysis
TSLA Tesla, Inc.
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Direction
Bullish
Confidence
75%
Impact Window
3-6 Months

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TheWkly Analysis

Beijing, China: Local auto brand Seres Group outpaced BMW and Mercedes in China’s premium car segment last year, surprising many with its AITO electric vehicle line, which offers upscale features plus advanced in-cabin technology thanks to a Huawei partnership. This shift signals a changing preference among China’s upper-middle-class drivers, who increasingly favor domestic labels with sleek “smart” interiors and EV capabilities. While BMW and Mercedes remain strong global players, they reported challenges in the Chinese market, citing a slowdown in luxury sales. Data from ThinkerCar shows that Seres Group delivered 151,000 units of the M9 SUV, edging out its German rivals. Analysts suggest that cultural attitudes toward “stealth wealth” and President Xi’s discouragement of overt extravagance may also be fueling a tilt toward discreet yet tech-forward domestic brands.

Multiple perspectives analyzed from 10 sources
What this means for you:
If you’re in the market for a new car within 1–2 months, expand your search to at least one Chinese automaker to potentially save 5–8% compared to German luxury brands.
Tech-savvy buyers could gain advanced cockpit features in 2–3 months; look for AI-assisted driving or integrated connectivity.
Keep an eye on Chinese automakers’ price adjustments over the next 3–6 months—steep discounts could mean competitive financing rates.
If you like high resale value, check market data in 4–6 months to see whether Chinese EVs hold their worth before making a final purchase.

Key Entities

  • Seres Group: A Chinese automaker producing EVs under the AITO brand, known for innovative tech.
  • Huawei Technologies: A top Chinese telecom giant that collaborates on AITO’s in-cabin systems and intelligent driving features.
  • BMW and Mercedes: German luxury automakers that dominate global premium car sales but face challenges in China.
  • ThinkerCar: A Shanghai-based auto consultancy providing data on vehicle deliveries and consumer trends.

Bias Distribution

10 sources
Left: 20% (2 sources)
Center: 50% (5 sources)
Right: 30% (3 sources)

Multi-Perspective Analysis

Left-Leaning View

Highlights labor and manufacturing conditions, plus trade policy concerns.

Centrist View

Focuses on market data and brand strategy shifts.

Right-Leaning View

Emphasizes competition as healthy market evolution, praising consumer choice.

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