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Entering October, the automotive market traditionally sees a phase of volume release, but the actual situation this year fell short of expectations. On one hand, terminal demand continues to face pressure, and on the other hand, the sales base from the same period last year was at a high level. The combination of these two factors made the overall industry performance inferior to previous years. According to CPCA estimated data, October terminal sales slid 28% year-on-year. Against the backdrop of a generally declining market, Hyper Aion delivered a solid performance: October sales reached 42,357 units, up 56.79% year-on-year. Not only did it continue the trend of eight consecutive months of year-on-year growth, but it also set a new high for sales within the year.
This achievement was not driven by short-term price competition to boost scale, but based on long-term technology accumulation and continuous product upgrades. By responding to users' real needs, Hyper Aion maintained its growth rhythm during the industry adjustment period, converting external environmental pressure into a window period for its own development.
From the user's perspective, behind this number is the choice made by consumers based on actual experience, and also recognition of its technology route. Currently, some enterprises in the industry continue to compress new car development cycles to fight for market share, shortening the product verification process. In contrast, relying on the GAC Full-Stack Self-Research System, Hyper Aion realizes independent research and development and manufacturing of core Three-Electric Systems, putting investment into every link that users can intuitively feel and those that are not easily noticed.
Battery safety and durability are among the main concerns for users when purchasing new energy vehicle models. The GAC self-developed Inpower Battery equipped on Hyper Aion recently completed its 300,000th unit production, meaning self-developed batteries move from technology verification to large-scale market application. At the same time, the Inpower Battery Thailand factory officially opened and produced the first set of power batteries, taking a key step in overseas layout in the manufacturing link. The dual promotion of large-scale production and overseas application confirms the performance of this battery in safety and technological maturity from the side. Its supporting HyperShell Battery Safety Technology pioneered the non-ignition solution against gunfire, still maintaining normal use even under extreme deformation conditions. As of now, the relevant batteries have been installed in 1.62 million units cumulatively, with cumulative safe driving mileage reaching 162.7 billion kilometers.
Range is another core indicator of user concern. The more common practice in the industry is to increase the range number by increasing battery capacity, but this method both raises the car purchase cost and brings negative effects on handling and energy consumption due to the increase in battery weight. Hyper Aion chose a path of higher technical difficulty, that is, replacing capacity stacking with efficiency optimization, building long range on a solid technical foundation.
Electric drive system is a key link to reduce overall vehicle energy consumption. Hyper Aion pushed the amorphous alloy electric drive from the laboratory to the mass production market. Its core material is an amorphous alloy strip only 0.025 millimeters thick, jointly tackled by GAC and the Institute of Materials, Dongguan, Chinese Academy of Sciences, breaking through the automotive-grade mass production barrier. The related process has been included in the national 'Catalog of Technologies Prohibited or Restricted for Export' and won the special recommendation gold award from the jury of the 51st Geneva International Invention Exhibition. Certified by China Automotive Technology and Research Center, the peak efficiency of this electric drive reaches 99.03%, and the CLTC working condition efficiency reaches 94.184%. Both indicators are in the forefront of the industry. For users, this means that under the same battery capacity, vehicle range can increase by 30 to 50 kilometers. In addition, the 500,000th Quark Electric Drive is about to be produced, reflecting that the market recognition of efficient electric drive technology is continuously improving.
Besides the self-developed Three-Electric System system, Hyper Aion also cooperated with technology enterprises such as Huawei, CATL, and WeRide to promote related technologies to cover a wider user group. Taking Ray7 aimed at young users as an example, this model comprehensively balances purchasing cost, usage scenarios, durability, range, and performance dimensions. Through six innovative configurations, it achieves longer range with smaller battery capacity.
Its R&D idea can be summarized in two aspects: improving energy utilization efficiency and reducing power loss. The former relies on the new generation Huawei DriveONE multi-in-one electric drive, achieving a CLTC comprehensive efficiency of 92.5%. Paired with the new generation intelligent thermal management system, it keeps high-efficiency output under different working conditions. The latter starts from driving resistance, reducing caliper drag torque by 80% through the globally launched EMB full-electric control braking, and combining with a 0.22Cd drag coefficient to reduce energy consumption during driving. Energy consumption optimization extends to various power usage details: smart low-voltage power control scheme performs refined allocation of overall vehicle power, further reducing energy consumption for parts such as headlights and intelligent driving sensors while guaranteeing performance; the high-strength steel-aluminum hybrid lightweight body reduces overall vehicle weight from a structural level, reducing weight by more than 150 kilograms compared to pure electric sedans of the same size.
Under the superposition of the above technologies, Ray7 achieves a maximum CLTC pure electric range of 702 kilometers, and CLTC hundred-kilometer electricity consumption is 9.7 kWh, becoming the world's first model to bring 5-meter class pure electric sedan electricity consumption into the 9 kWh category. For users, the car purchase cost under the same range conditions can be reduced by about 10,000 yuan, also avoiding vehicle weight rise and handling performance decline caused by excessive battery capacity stacking. The model has officially started pre-sale recently, with a pre-sale price range of 128,800 yuan to 158,800 yuan. Pre-sale orders broke through 6,817 units within two hours, and it will be officially launched on November 12.
Technology accumulation ultimately needs to be converted into product value perceivable by users. In an information-intensive market environment, car purchasing decisions are returning to the demand itself, and whether it can accurately match usage scenarios has become key. The product matrix equipped with the above core technologies continued to receive market feedback in October. Among them, the AION i60 recently completed its 100,000th delivery, creating a record for the fastest dual-power SUV to achieve 100,000 deliveries. Relying on the performance of monthly sales breaking 10,000 consecutively, the model verifies the development idea of driving product iteration with user feedback and continues to optimize around the real needs of family users.
While the domestic market advances steadily, the overseas market is also gradually becoming an important growth source. As the main force sector for GAC going global, AION UT, AION V and other products have successively entered countries and regions such as Singapore, Thailand, Colombia, Saudi Arabia, and the UAE, maintaining good rankings locally. In the first three quarters of this year, GAC cumulative exports reached 197,701 units, a year-on-year increase of 138.9%, moving towards a 300,000 unit annual goal, and a growth pattern of domestic and overseas synergy has initially taken shape.
The new high in October sales is not accidental. From the continuous attack on underlying technologies such as Inpower Battery and amorphous alloy electric drive, to i60 monthly sales stabilizing over 10,000 and Ray7 pre-sale receiving market response, to overseas markets providing incremental support, a cycle of technology driving products, products accumulating reputation, and reputation driving sales is gradually taking shape within the Hyper Aion system. When price competition tends to be rational, what truly affects the competition pattern is still the resolve of enterprises in technology R&D and system construction. Under the guidance of the 'Panyu Action', Hyper Aion achieved year-on-year growth for eight consecutive months, also from one side illustrating: market environment will fluctuate, but solid products always have their own growth space.
