In November, China's new energy vehicle market continued to grow。According to the Federation's comprehensive estimate, wholesale sales of 940,000 new energy passenger car manufacturers in November were up 29% year-on-year and 6% month-on-month.。In the case of the same month-on-month growth, the major new energy car companies are also drying out their own battle reports.。

BYD hits full-year sales target of 3 million, Tesla picks up month-on-month

BYD sold 301,903 new energy vehicles in November, up 31.02%, take the first place。January-November cumulative sales of 2,683,374 vehicles, a cumulative year-on-year increase of 64.8%, full-year sales are expected to exceed 3 million vehicles。

If BYD can hit its full-year sales target of 3 million vehicles in one fell swoop, it will be a new milestone for the Chinese self-service car brand。You know, the best sales of Chinese domestic brands were around 1.5 million vehicles.。3 million not only broke the record, but also directly doubled the new record。

In terms of overseas exports, BYD is also steady.。In November, BYD sold a total of 30,629 new energy passenger cars overseas.。

Tesla, which follows BYD, performed well in November。According to the Federation of Passengers, Tesla China's wholesale sales in November were 82,432 vehicles, down 17 from a year earlier..8%, up 14.3%。Tesla's delivery figures have been volatile since the second half of the year。This may be related to its recent price adjustments.。

Wei Xiaoli: Ideal to reach the full-year target ahead of schedule, Xiaopeng breaks another 20,000, Wei to stop.

Ideal is still the "Wei Xiao Li" in the three top students。

In November, Ideal delivered a total of 41,030 new cars, up 172.9%。As of November 30, 2023, Ideal delivered a total of 325,677 vehicles for the year, ahead of its 2023 sales target of 300,000 vehicles.。

In this regard, Li Xiang, Chairman and CEO of Ideal Motors, said: "In November, Ideal Motors reached its full-year target ahead of schedule, and as market demand increases, we will continue to challenge the target of delivering 50,000 vehicles in December, and capacity building, including sales, supply, manufacturing and delivery, is well prepared.。"

Li Xiang also mentioned that the ideal L series has opened OTA 5 in November.0 internal test, the official version will be pushed in December。He also said: "OTA 5.0 Powerful software capabilities will help L-series models achieve an overall improvement in product power, and the degree of improvement in product power even exceeds that of a major replacement of a car, and all of this is only the starting point of our smart strategy research and development results。"

Xiaopeng's performance remained stable in November。

In November, Xiaopeng Motors delivered a total of 20,041 new cars, up 245% year-on-year, with monthly deliveries exceeding 20,000 for the second month in a row, a new monthly delivery high.。In November, Xiaopeng G6 delivered 8,750 units, continuing to lead the monthly sales list of more than 200,000 Chinese brand pure electric SUVs.。

Since the beginning of this year, Xiaopeng Motors has maintained positive monthly delivery growth for 10 consecutive months, with a cumulative delivery volume of 121,486 units in 2023 as of the end of November, exceeding the cumulative delivery volume for the whole of 2022.。

On November 17, the flagship model Xiaopeng X9 was officially unveiled at the Guangzhou Auto Show and opened for pre-sale on the same day, with a pre-sale price of 38.From 80,000 yuan。Whether this car can help Xiaopeng make a dash at the end of the year depends on how well the ride performed in December。

In addition, on November 28, Xiaopeng car new version OTA - Xmart OS 4.4.0 is officially pushed to Xiaopeng G9, G6 and P7i users。After the OTA upgrade, it has become the first brand in the industry to fully open the unmapped urban navigation assistance driving function and cover more than 20 cities, with the number of urban navigation assistance driving functions reaching the first in the industry.。

On the NIO side, November delivery data is still poor.。

In November, NIO delivered 15,959 new cars, up 12.6%。From January to November, NIO delivered 142,026 new cars, up 33.1%。Weilai has delivered a total of 431,582 new cars.。

On a month-on-month basis, NIO's deliveries of 16,078 vehicles fell slightly from October.。And from the last three months, NIO seems to be stuck in the 15,000-16,000 range, no momentum to break through this range, which is a bit dangerous for NIO.。And in the short term, Weilai has no new car release plans, and the subsequent growth momentum is weak.。

It is worth noting that recently, Weilai and Jianghuai Automobile Group announced the "break up."。According to the agreement between the two parties, Weilai will acquire the production equipment and assets of the two manufacturing bases from Jianghuai for a total price of approximately 31.600 million yuan。For NIO, it is good to have the ability to build cars independently, but at the same time its financial pressure will be under greater pressure.。According to Weilai's latest earnings report, the company is still in the red, with a net loss of 4.5 billion yuan in the third quarter, an increase of 10 percent year-on-year..8%。

SAIC and Geely both achieved double growth in the same month-on-month.

For the "national team," SAIC delivered 15 to users in November..10,000 new energy vehicles, up 16% year-on-year and 44% month-on-month.9%。From January to November this year, SAIC's new energy vehicle sales reached 90.40,000 vehicles, ranking second among Chinese car companies。

SAIC sells cars in overseas markets in November 11.80,000 vehicles, a new high for the year。From January to November this year, SAIC's overseas market sales reached 106.70,000 vehicles, up 20.8%, has exceeded last year, and independent brand sales accounted for more than 90%。According to the current trend, SAIC's overseas market sales target of 1.2 million vehicles this year should be easily achieved.。

Among them, SAIC's own brand MG has sold more than 220,000 vehicles in Europe this year, doubling year-on-year.。According to the Association of European Automobile Manufacturers (ACEA), SAIC has entered the top 10 monthly sales rankings of car companies in the European car market.。

According to the Federation of Passengers, in November, Geely's wholesale sales of new energy vehicles were 65,034, up 88% year-on-year, achieving double growth for the seventh consecutive month.。

Its high-end smart electric car brand Pole Krypton delivered 13,104 vehicles in November, up 29% year-on-year。Sales from January to November this year were 10.520,000 vehicles, up 74% year-on-year。In November, during the Guangzhou Auto Show, Pole Krypton announced that the first medium-sized sedan, Pole Krypton 007, was opened for pre-sale, with a limited-time equity pre-sale price of 22.490,000 yuan。

GAC Aean sold 41,567 units in November, up 45% year-on-year and basically flat from the previous month.。From January to November this year, GAC Aean's cumulative sales volume was 434,056 vehicles, up 80% year-on-year.。Since March this year, GAC Aean's delivery data has remained basically stable at 40,000-50,000 vehicles.。According to the data of the Federation, GAC Aean ranked sixth in the wholesale sales of new energy in November.。GAC Aean is followed by Ideal, which has said it will challenge the monthly delivery target of 50,000 vehicles.。

New car-building forces: which, zero run slightly up month-on-month, ask the world new M7 for two consecutive months to deliver breaking ten thousand

Nezha Motors delivered 12,506 vehicles in November, down 17.02%, up 3.48%。From January to November this year, the cumulative delivery volume of Nezha cars was 10.620,000, but that's clearly not enough to look at compared to the company's annual sales target of 250,000。

The problem that Nezha cars are facing now is that they are not special enough.。At present, the models on sale in Nezha are basically at the price of 200,000 yuan, but there are too many vehicle brands to choose from at this price.。

However, Nezha is still trying to find a breakthrough internationally.。Among them, the Thai market is a major force point.。To date, Nezha has delivered more than 12,000 vehicles to Thai customers, ranking second in the number of electric vehicle registrations in Thailand, with a market share of about 20%.。

Thailand's electric vehicle market is still in its infancy, and the penetration rate of electric vehicles is still low。Although Nezha has made a head start, this market has already attracted a number of car companies.。Changan Automobile, GAC Aean, BYD, etc. have poured into Thailand to build factories, which is not a small pressure to follow up.。

AITO Q & A delivered 18,827 new cars in November, of which AITO Q & A's new M7 delivered 15,242 new cars, two consecutive months of delivery.。

At present, the new M7 has exceeded 100,000 vehicles.。The company expects to deliver 23,000 new vehicles in December, with a single-month delivery capacity expected to reach 30,000 from 2024.。

In addition, AITO also has a new car - ask the world M9 will be officially listed on December 26, the previously announced pre-sale price in the 50-60 million yuan range。In contrast, the price range of the new M7 is $250,000 to $330,000.。Previously asked the world M7 has been relatively depressed, until the new M7 "price increase" to make this car "back to life"。Ask the world M9 is priced so high all of a sudden, how many users can pay is still unknown。

Zero-run vehicles sold 18,508 vehicles in November, up 130% year-on-year and up 1% from the previous month..7%。

During the Guangzhou auto show in November, zero run's first global model C10 ushered in the domestic debut。The company said that C10 will open domestic pre-sale in January next year, and plans to complete a series of actions such as store, listing and delivery within the first quarter.。

It is worth noting that on November 20, Zero Run completed the equity settlement with Stellantis, which took less than a month from the signing of the strategic agreement to the completion of the equity settlement.。Zero Run said, "Such an efficient delivery speed represents the trust and recognition of each other.。"After the completion of the delivery, Zero Run is expected to use Stellantis's channels and resources in the global market to quickly open up the global market.。