Xiaomi EV Delivers 36,702 Cars in April as New SU7 Drives 73% Share

Xiaomi EV delivered 36,702 vehicles in April 2026 according to CPCA data released May 11, a 71.18% jump from 21,440 units in March and 28.40% above the 28,585 cars shipped a year earlier. The new-generation SU7 sedan accounted for 26,826 of those deliveries — a 73.09% share and a 240% surge from March — in its first full month on the road after launching March 19. The YU7 SUV contributed 9,876 units, down 27.16% month-on-month as production capacity tilted toward the refreshed sedan.

April marks a clear handover of volume duties: in March the YU7 still drove 63% of Xiaomi's mix, but the new SU7 has flipped that ratio in a single cycle. The result lifts year-to-date deliveries to 117,558 cars (up 12.55% YoY) and adds operational proof to the 80,000 locked-in SU7 orders Xiaomi flagged on May 6. Xiaomi is still targeting 550,000 deliveries in 2026 — roughly 34% above 2025's 411,837 — which implies a run-rate close to 46,000 cars per month for the rest of the year, well above April's print. The late-May YU7 GT launch and continued SU7 ramp are expected to close that gap before overseas shipments begin in H2 2027.

Our take: the April number is healthy, but the more interesting signal is the mix shift. Xiaomi has demonstrated it can swap a volume engine — from YU7 to refreshed SU7 — without losing total throughput, which is rare for a two-model OEM. The YU7's 27% slide is almost certainly a line-allocation choice rather than demand softness, and the upcoming YU7 GT at ¥450k–500k should restore SUV revenue per unit. For buyers, the practical read is that SU7 wait times will keep stretching unless the second Beijing plant ramps faster than guidance.