[Car dynamics].After the first trading day of December**, the new power car company "Wei Xiaoli" released the delivery volume in November. Ideal is still ahead by a large margin, and NIO is in third place.
According to the latest announcements of various companies, NIO (9866HK) delivered 15,969 vehicles in November, up 13% year-on-year. This 1The 60,000 vehicles include 10,545 high-end smart electric SUVs and 5,414 high-end smart electric sedans. NIO delivered 16,074 vehicles in October, a year-on-year increase of nearly 6%, and compared with November, there was a slight decline month-on-month.
As of the end of November, NIO had delivered more than 430,000 vehicles. NIO did not disclose the number of deliveries made this year in the announcement, but it is not difficult to count. NIO delivered 310,000, 2350,000, 5540,000 units, plus October and November, a total of about 320,000, with a cumulative delivery of about 14 in the first 11 months20,000 units, more than Xpeng.
Xpeng (9868.)HK) delivered a total of 20,041 vehicles in the month, an increase of 245% year-on-year, and delivered more than 20,000 vehicles for two consecutive months. Xpeng said that the G6 delivered 8,750 units in November, continuing to maintain the best-selling electric SUV model in the price range of 200,000 yuan to 250,000 yuan. As of the end of November, Xpeng's cumulative annual deliveries reached 12150,000 units, exceeding the cumulative delivery volume in 2022.
One last look at the ideal (2015.)hk）。
A total of 41,030 new vehicles were delivered in November, a year-on-year increase of 178%, and a total of 32570,000 units, reaching the target of 300,000 units in 2023 ahead of schedule, and also exceeding the total annual volume of Xpeng and NIO.
According to Ideal, it ranks first among China's new power car companies and China's luxury brands, and has become the champion of SUV sales of more than 300,000 yuan in China. The cumulative deliveries of the Ideal L9, L8 and L7 models have exceeded 100,000 units, maintaining sales leadership in their respective segments. Ideally, the delivery plan for December will exceed 50,000 units, which is also constantly challenging its limits.
Among the other brands, Geely Automobile'sExtreme KryptonDelivered in November 130,000, zero run delivery 180,000, Nezha 1250,000 units. Of course, the strongest delivery brand of new energy vehicles in China is naturally BYD, with more than 300,000 units.
Li Xiaowei is the three new forces, and the ideal monthly delivery exceeds that of Xiaopeng and Weilai combined, and Weilai's delivery growth is the slowest. At the beginning of November, Li Bin issued an open letter, saying that he would reduce the number of employees by 10%, and the actual number of employees should be compared with the changes in the number of employees in the 2023 annual report and the 2022 annual report.
Ultimately, vehicle deliveries also reflect the size of their respective market capitalizations.
From left to right: He Xiaopeng, Li Bin, and Li Xiang As of the close of the market on December 1, the stock prices of Weilai and Xiaopeng have declined, and the ideal is slightly **. Since the beginning of the year, in the Hong Kong ** market, NIO has fallen by 28%, Xpeng has risen by 66%, and Ideal has risen by about 91%.
Ideal's latest market capitalization exceeds HK$310 billion, which is 100 billion more than the sum of NIO (95 billion) and Xpeng (114 billion).