On the first day of December, it was time for car companies to announce the "results" in November. On the evening of December 1, more than 10 auto brands, including BYD, Cialis, Weilai, Xpeng, Li and Nezha, announced their November delivery data.
Cialis production and sales soared
The new M7 series model of Celis Automobile** product Wenjie was released and delivered in mid-to-late September. The company said earlier that with the gradual delivery of products, the company's operating income is expected to increase significantly. On the evening of December 1, Cialis announced that the company's new energy vehicle output in November was 26,791, a year-on-year increase of 1087%, sales of 23,834 vehicles, a year-on-year increase of 10439%。
According to the data released by "AITO Auto"**, in November, a total of 18,827 new cars were delivered in the AITO Wenjie series. The new M7 delivered 15,242 new vehicles, with a cumulative delivery of more than 270,000 units.
In order to deliver new cars to users as soon as possible, the company has been improving its delivery capacity, and it is expected to deliver new cars in December30,000 units, and the monthly delivery capacity is expected to reach 30,000 units from 2024.
Affected by factors such as the sharp rise in delivery data, the stock price of Cialis, one of Huawei's main partners, has continued to rise sharply recently. Wind data shows that since the end of August this year, the share price of Cialis has risen by more than 135%, with the highest increase of 186%.
BYD's monthly sales exceeded 300,000 units
According to data released by BYD, a leading new energy vehicle company, on the evening of December 1, the company's new energy vehicle output totaled 31650,000 units, compared to 230,000 units in the same period last year. Sales in November were 30190,000 units, compared to 230,000 units in the same period last year. Following October this year, BYD's monthly production and sales continued to remain above 300,000 units.
As of the end of November, BYD's cumulative output this year has reached 273620,000 units, a year-on-year increase of 6666%;Cumulative sales volume 268340,000 units, a year-on-year increase of 648%, which is not far from the 3 million mark.
The production and sales express report also shows that BYD sold a total of 30,629 new energy passenger vehicles overseas in NovemberIn November, the total installed capacity of power batteries and energy storage batteries for new energy vehicles was about 16945GWh, with a total installed capacity of about 133 in 2023162gwh。
The "new forces" are divided
On the evening of December 1, NIO, Xpeng Motors and Li Auto, known as the "new forces of car manufacturing", simultaneously disclosed their November delivery data. The performance of the three automakers continued to diverge in November.
According to NIO's announcement, a total of 15,959 vehicles were delivered in November, a year-on-year increase of 126%。This includes 10,545 electric SUVs and 5,414 electric sedans. As of November 30, 2023, NIO has delivered 43160,000 units.
Compared with NIO, Xpeng Motors and Li Auto continued to increase their deliveries in November. According to the announcement of Xpeng Motors, a total of 20,041 new cars were delivered in November, a year-on-year increase of 245%, setting a new high for monthly delivery, and at the same time, monthly deliveries have exceeded 20,000 for two consecutive months.
Xpeng delivered 8,750 units of the G6, its flagship model, in November. Xpeng said that the model will continue to be the best-selling electric SUV model in the price range of 200,000 yuan to 250,000 yuan.
Since the beginning of this year, Xpeng Motors has maintained positive monthly delivery growth for 10 consecutive months, and as of the end of November, Xpeng Motors has delivered 12150,000 units, more than the cumulative delivery volume for the whole of 2022. On November 17, Xpeng X9 was unveiled at the Guangzhou Auto Show, and pre-sales were opened on the same day, with pre-sale **38From 80,000 yuan.
According to the announcement of Li Auto, Li Auto delivered a total of 41,030 new cars in November, a year-on-year increase of 1729%。As of the end of the month, Li Auto had delivered a total of 32570,000 units, ahead of the 2023 target of 300,000 units.
Li Auto said that the cumulative delivery of the L9, L8 and L7 models has exceeded 100,000 units. In November, Li Auto achieved its full-year target ahead of schedule, and as market demand increases, the company will continue to challenge the target of delivering 50,000 units in December. The announcement also shows that as of the end of November, Li Auto had 398 retail centers across the country, covering 136 cities.
How are other car companies performing?
According to the announcement of Nezha Automobile, 12,506 vehicles were delivered to Nezha Automobile in November. Among them, Nezha X's orders exceeded 20,000 units, and deliveries are in full swing. Nezha Automobile announced that its Thailand plant has been successfully put into production, and the first vehicle Nezha V- officially rolled off the assembly line. The Indonesian factory cooperation project was officially signed, and the first batch of users has been delivered.
According to data from Geely's Zeekr Automobile, the brand delivered 13,104 vehicles in November, a record high. ZEEKR said that the company has started overseas deliveries and accelerated its globalization strategy. ZEEKR held a listing conference in Almaty, the largest city in Kazakhstan, on November 29, and ZEEKR 001 and ZEEKR X were officially launched locally.
According to Geely Automobile's previous announcement, in the first three quarters of 2023, the unaudited revenue of Zeekr Group was about 3531.5 billion yuan, an increase of 91% year-on-year.
Leapmotor delivered 18,508 vehicles in November, a record high in deliveries and a year-on-year increase of 130%. On October 26, Leapmotor signed a strategic agreement with Stellantis Group, and on November 20, Leapmotor completed the equity delivery with Stellantis Group, and Stellantis Group officially became a shareholder of Leapmotor.
Leapmotor said that the company will be able to better leverage the channels and resources of Stellantis Group in the global market to quickly open up the global market.
Great Wall Motor announced data on December 1 that its sales of new energy passenger vehicles reached a new high in November, reaching 31,170 units, a year-on-year increase of 14232%。The cumulative sales volume from January to November 2023 is 23170,000 units, a year-on-year increase of 9194%, achieving year-on-year growth for 8 consecutive months.
Changan Automobile announced on December 1 that the sales volume of its own new energy brand from January to November this year exceeded 400,000 units, reaching 41470,000 units, an increase of 83 year-on-year5%。In November, 4,080 AVATR 11 vehicles were delivered to Changan Automobile, Huawei, and CATL, and more than 20,000 vehicles were delivered to AVATR 12, and batch delivery will begin soon.
Dongfeng Motor's new energy brand VOYAH announced that it delivered 7,006 vehicles in November, a year-on-year increase of 365%, and the cumulative sales from January to November increased by 129% year-on-year.
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