CarFans China

72HR Order Report for Leapmotor D19 1.Order Status: Each dealership has recorded 15 orders, accounting for 70-80% of store traffic, with total store inflow increasing by 200%. Notes: i. The launch price met order customers’ expectations, and the model also broke out beyond its core audience, with purely new customers driving more than a twofold surge in dealership visits and test drives. The total order for Leapmotor D19 is around 7.5K. ii. Guangdong province ranked first, surpassing Zhejiang province. Negative public opinion before launch affected customer expectations, but demand returned to normal over the weekend and then climbed further. . 2. Customer Profile: Ages 30-50, male Ratio: 90%, trand-in or additional purchase rate: 100% Notes: i. Customers profile span a wide age range, often come from multi-car households, and generally have strong purchasing power, with a relatively high proportion paying in full. They are looking to add or replace with a larger vehicle, are mainly male-led in decision-making, and focus on pure electric range, features, and delivery timing. ii. The proportion of online-originated customers is relatively high, with Douyin and WeChat Channels being the main sources of awareness. Voluntary referrals from existing owners have also exceeded expectations, accounting for around 10%. 3. Configuration Preferences: Ratio of REEV:BEV: 6:4 - 500KM REEV 6 Seats: 50% - 720KM BEV 6 Seats: 30% - 500KM BEV 7 Seats: 10% - Option Pacakge: - Two-tone exterior + aero-style wheels: 65% - Oxygen Cabin: 30% • - Smart Cinema Package: 30% - Preferred Colors: - Exterior: Black/Silver - Interior: Brown Notes: i. Deliveries of the 500 REEV and the 720 BEV are moving relatively quickly, so orders are highly concentrated on these two configurations. The display vehicles feature a two-tone exterior, and Black and Green have received very positive feedback. The take rate for the Oxygen Cabin package has also exceeded expectations. ii. In the Yangtze River Delta region, the share of BEV orders is relatively high, as a 500 km range is already sufficient for family use. However, REEV customers say that even if they may use pure electric driving 99% of the time, they would still choose the range-extended version as long as there is even a 1% chance they might need fuel as a backup in an emergency. 4. Competitive Model Analysis: - AITO M8.: 3/10 - Li Auto L9: 3/10 - ONVO L90: 2/10 -Geely Galaxy M9: 1/10 Notes: i. Comparison models are relatively fragmented, with a wide price spread. Customers comparing it with Li Auto and AITO are mainly focused on features and pricing, and overall their budgets are relatively sufficient. ii. Thanks to the model’s broader marketing reach, sources of purely new customers are more diversified. The specific brand comparison mix depends directly on the types of nearby dealerships. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson

Weekly Order Report for IM LS8 1.Order Status: Each dealership has recorded 45 orders, accounting for 60% of store traffic, with total store inflow increasing by 150. Notes: i. Display vehicles had already arrived at dealerships before the pre-sale, and test drives began nationwide on the 3rd. After the pre-sale launch, customers felt the pricing was very attractive, which doubled dealership traffic and also significantly boosted LS9 orders. ii. Pre-sale performance was strongest in Zhejiang and Sichuan. Orders were highly concentrated in first- and second-tier cities, especially provincial capitals such as Chengdu, Wuhan, Hangzhou, Changsha, and Hefei. . 2. Customer Profile: Ages 30-45, male Ratio: 90%, trand-in or additional purchase rate: 90% Notes: i. Couples usually visit the dealership together. Their primary household vehicle is typically priced in the RMB 200,000–300,000 range, indicating relatively strong purchasing power. They place particular value on the LS8’s spaciousness and feature offering. ii. Douyin is the main channel through which customers learn about the LS8, while proprietary channels remain the primary source of leads. However, the share of dealership visits driven by Autohome was unexpectedly high this time, accounting for around 20–30% of online traffic.. 3. Configuration Preferences: - 5 Seats: 57% - 52 Max+: 70% - 66 Ultra: 30% - Option Pacakge: - Luxury package: 95% - Steer-by-wire system: 20~25% - Preferred Colors: - Exterior: Black - Interior: Grey/Black Notes: i. Most customers are only considering five-seat large-space SUVs. Those interested in six-seat models tend to move up to the LS9, which is why the pre-sale has clearly boosted LS9 sales. The take rate for Elephant Gray/Black and brown interior colors is roughly even. ii. The luxury package is very comprehensive, with an option take rate close to 100%. Steer-by-wire is available only on the Ultra version, but nearly all customers choose it. Customer interest in steer-by-wire has exceeded expectations, and they are waiting for a test drive to make their final decision. 4. Competitive Model Analysis: - AITO M6/M7.: 4/10 - Li Auto L6/L7: 2/10 - Voyah Titan X8: 2/10 - Leapmotor D19: 1/10 Notes: i. Among customers comparing it with AITO, the M6 is the main benchmark. After the M6 pre-sale began, the number of prospective buyers interested in the IM LS8 increased noticeably. Customers comparing it with AITO and Li Auto are mainly considering the brand, while also paying close attention to features and value for money. @Jas0nYu @ChinaEV_Eng_Lif @tphuang @yilunzh @CarNewsChina @EV_Native @IBD_ECarson