Core Viewpoint - The article discusses the phenomenon of inflated order numbers in the Chinese automotive market, particularly in the electric vehicle sector, highlighting how these inflated figures serve as marketing tools rather than accurate reflections of consumer demand [4][6][21]. Summary by Sections Order Dynamics - Orders are crucial for automakers to guide production based on consumer preferences, but they have increasingly become a marketing gimmick, leading to inflated figures that misrepresent actual demand [6][9]. - As of 2025, the total number of small orders for passenger cars in China reportedly exceeded 50 million, suggesting a significant discrepancy between reported orders and actual sales [6][9]. Industry Practices - The article reveals a gray market for fake orders, where some automakers and dealers collaborate to inflate order numbers, undermining the credibility of the data [10][12]. - Instances of "zero-kilometer used cars" being counted as sales highlight the lengths to which companies will go to boost their sales figures, further complicating the landscape [12][19]. Case Studies - The case of Leida Automotive illustrates the dangers of relying on inflated order numbers, as the company faced significant backlash when actual sales fell far short of expectations [14][19]. - NIO's CEO Li Bin's comments on the industry's order inflation reflect a broader concern about the sustainability of such practices and their potential to harm companies in the long run [19][21]. Market Impact - The prevalence of fake orders not only disrupts production schedules but also damages the overall industry ecosystem, leading to skepticism among consumers regarding the authenticity of order data [21][24]. - The article notes that genuine sales figures are becoming more critical for companies to establish credibility, as consumers are increasingly questioning the validity of reported order numbers [22][25]. Regulatory Response - In response to the rampant inflation of order numbers, regulatory bodies have initiated measures to combat false advertising and promote transparency in the automotive industry [24][25]. - Experts are calling for mechanisms to verify order data against actual sales figures to ensure accountability among automakers [24][25].
人有多大胆,车有多大产?