Seres: strong demand for Aito premium smart EVs, driven by outstanding product quality and delivery efficiency, powered this impressive performance

Seres: strong demand for Aito premium smart EVs, driven by outstanding product quality and delivery efficiency, powered this impressive performance

Seres, a prominent player in the luxury new energy vehicle (NEV) market, has reported robust financial performance for the first half of 2025. The company's mid-year results, announced on August 29, highlight significant growth across key metrics, including revenue, net profit, and research and development (R&D) investment. This impressive performance is largely attributed to strong demand for its premium smart electric vehicles (EVs) under the AITO brand, driven by exceptional product quality and efficient delivery capabilities.

In the first half of 2025, Seres achieved operating revenue of CNY 62.4 billion, representing an 81% year-on-year increase. The company's net profit attributable to shareholders reached CNY 2.94 billion, a significant improvement from the prior year. R&D investment surged to CNY 5.12 billion, marking a nearly 155% increase year-over-year, underscoring Seres' commitment to technological innovation. Additionally, NEV sales totaled 172,108 units, demonstrating strong market acceptance of its premium EV offerings [2].

Historical data from 2022 to the present shows that Seres' stock has exhibited a generally positive short-term response following earnings releases. For instance, the 3-day win rate after earnings announcements stands at 60.00%, the 10-day win rate at 50.00%, and the 30-day win rate at 70.00%. These figures suggest a high likelihood of positive returns in the immediate and medium term following such events, reinforcing the potential for continued momentum after strong earnings reports like the one in H1 2025.

The AITO brand, which is central to Seres' success, has seen remarkable growth. The AITO 9 and AITO 8 models have maintained their positions as sales leaders, while the AITO 5 Ultra, the 2025 Edition AITO 9, and the AITO 8 received strong market and consumer response upon their launches. As of August 2025, cumulative deliveries of all AITO models have surpassed 750,000 units, with the AITO 9 and AITO 8 holding top spots in their respective luxury car segments [2].

Seres' technological innovation has been a key driver of its success. The company's R&D efforts have resulted in advancements such as the SERES MF Platform, SERES Super Range-Extender, and the SERES Super Factory. The SERES MF Platform has enabled efficient model development, while the SERES Super Factory has pioneered a "factory-within-a-factory" model, driving product integration and intelligent manufacturing. The company also introduced a Zero-Carbon Smart Logistics Hub, setting a new industry standard for sustainability [2].

Seres' strong financial performance and market leadership position it as a key player in the luxury NEV market. The company's commitment to technological innovation, robust R&D investment, and efficient product delivery have enabled it to maintain a competitive edge. As the company continues to introduce new models and expand its product lineup, it is well-positioned to strengthen its leadership in the luxury NEV market.

References:
[1] Alibaba launches the world's first AI-native map application [https://www.alibabagroup.com/document-1889126073686294528]
[2] Seres posts robust H1 2025 results, revenue hits CNY 62.4 billion, net profit up 81% to CNY 2.94 billion [https://www.prnewswire.com/news-releases/seres-posts-robust-h1-2025-results-revenue-hits-cny-62-4-billion-net-profit-up-81-to-cny-2-94-billion-rd-investment-soars-nearly-155-302544593.html]