JAC Motors (江淮汽车) has released its September sales report, revealing a significant year-on-year decline of 18.69% for the month, with total vehicle sales reaching 27,201 units. This downturn comes shortly after a widely publicized incident involving one of its vehicles.
September Sales Performance
In September 2026, JAC Motors sold a total of 27,201 vehicles. This figure represents an 18.69% decrease compared to the same period in the previous year. The company’s new energy passenger vehicle sales also saw a dip, falling by 18.85% to 2,932 units.
Delving deeper into the sales figures for passenger vehicles, the MPV segment demonstrated a strong performance, with sales surging by 58.44% to 3,313 units. However, the sedan segment experienced a drastic decline, with sales plummeting by 79.25% to just 1,436 units.
The V800 Incident and Market Reaction
The recent sales dip may be exacerbated by a viral incident involving JAC Motors’ V800 model. On October 8th, a video released by Dongchedi (懂车帝) showed a critical braking test where the brake pedal bracket of one of the tested V800 vehicles reportedly broke during an emergency stop from 100 km/h.
This event triggered considerable discussion across the internet and had a swift impact on the company’s stock. Following the widely circulated video, JAC Motors’ stock price experienced consecutive daily limits (跌停), indicating significant selling pressure. Consequently, the company’s total market capitalization has fallen below 50 billion yuan.
Looking Ahead
The September sales data, released on October 12th, likely predates the full impact of the V800 incident. Industry observers and investors will be keenly awaiting the October sales report, which is expected to provide a clearer picture of how the brake issue has affected consumer confidence and sales figures.
JAC Motors, a prominent Chinese automotive manufacturer, has been actively involved in various segments of the market, including passenger cars, SUVs, MPVs, and new energy vehicles. The company’s performance in the coming months will be closely watched as it navigates this challenging period.
