On December 1, major new car companies released monthly delivery data as scheduled. Judging from the ranking list of the "Tram Report", in November, the five car companies of Li Auto, Xiaopeng Motors, Leapmotor, Weilai Automobile, and Nezha Automobile delivered more than 10,000 vehicles, and the ranking was also the same as last month, of which Li Auto was still the first on the list.
According to the data, Li Auto delivered 41,030 new cars in November, an increase of 1 month-on-month50%, a year-on-year increase of 17291%, a new high in a single month, which is also the first time in the year that it has delivered more than 40,000 vehicles in a monthAs of the end of November, Li Auto has delivered a total of 325677 vehicles in the first 11 months of this year, a year-on-year increase of 19075%, which also means that Li Auto has taken the lead in achieving the goal of annual sales of 300,000 units.
Li Auto said, "We will continue to challenge the target of delivering 50,000 units in December, and we are fully prepared for capacity building including sales, manufacturing, and delivery." Li Xiang, CEO of Li Auto, also said: "We will challenge the delivery of 50,000 vehicles in DecemberIdeal L7 challenges the delivery of 20,000 units!”
In November, Xpeng Motors ranked second on the list with 20,041 deliveries, an increase of 019%, a year-on-year increase of 24488%, the monthly delivery exceeded 20,000 for 2 consecutive months, and also set a new high for monthly delivery. The cumulative delivery in the first 11 months increased by 10 percent year-on-year98% to 121486 vehicles.
According to the official website, the current models on sale include Xpeng P7, P5, G3i, G9 and P7i, of which the 2024 Xpeng G9 will be launched on September 19, with a price range of 26390,000-35990,000 yuan, compared with the price of the old model, the price is significantly reduced by 4From 60,000 yuan;The 2024 Xpeng P5 will be available on September 25 at a price of $15690,000 yuan and 17490,000 yuan. According to official data, Xpeng G6 delivered 8,750 units, leading the monthly sales list of more than 200,000 Chinese brand pure electric SUVs.
In addition to the above models, Xpeng's first MPV, Xpeng X9, has been unveiled at the Guangzhou Auto Show in November and opened pre-sales, pre-sale**38From 80,000 yuan. As the flagship model of Xpeng under the "Fuyao" architecture, the new car is positioned as a medium and large MPV and adopts a pure electric power system.
NIO ranked fourth on the list, with 15,959 vehicles delivered in November, a year-on-year increase of 1256%, but a slight decrease of 072%；A total of 142026 vehicles were delivered during the year, a year-on-year increase of 3314%。On November 20, on the occasion of the 9th anniversary of the establishment of NIO, Li Bin, CEO of NIO, initiated an internal speech and Q&A for all employees. On November 21 and 29, NIO signed battery swap cooperation agreements with Changan Automobile and Geely Holding respectively, and will continue to promote battery swap cooperation among car companies.
Judging from the delivery situation in the first 11 months, the three car companies of "Wei Xiaoli" have opened a significant distance, especially the two car companies of Li Auto and Xiaopeng Weilai.
In addition to Wei Xiaoli, Leapmotor and Nezha Automobile also achieved delivery performance of more than 10,000 units in November. Among them, 18,508 Leapmotor vehicles were delivered in November, an increase of 1 month-on-month68%, a year-on-year increase of 13000%；A total of 125537 vehicles were delivered during the year, a year-on-year increase of 2227%。
Nezha Automobile delivered 12,506 vehicles, a year-on-year decrease of 1702%, which is already the last place on its "bottom" list for the fifth consecutive month, with a total of 122361 deliveries during the year, a year-on-year decline of 1519%。At present, Nezha Automobile is looking to boost sales through the development of overseas markets.
On November 30, Nezha Automobile announced that its first overseas factory in Thailand, the Thailand Eco-Smart Factory, was officially put into operation, and the first vehicle Nezha V- officially rolled off the assembly line, and large-scale production will start in the first quarter of next year. A day earlier, Nezha Auto also announced that it had signed a cooperation agreement with Indonesian electric vehicle manufacturer PT Handal Indonesia Motor (HIM), with the first model to be produced in Indonesia in the form of KD starting in the second quarter of 2024. On the first day of December, Nezha Automobile signed a contract with Dah Chong Hong Automobile to officially reach a cooperation, and its flagship model will be introduced to Hong Kong, China next year.
In addition to the new power brands, other new energy vehicle brands have also announced the latest sales data.
In November, GAC Aion delivered 41,567 vehicles, a slight increase of 015%, a year-on-year increase of 4451%, the cumulative sales volume of the year was 434056 units, calculated according to the annual sales target of 500,000 units, in the first 11 months of this year, GAC Aion's completion rate was 8681%。In other words, GAC Aion needs to complete 659.44 million units in December to complete the annual sales target.
In November, 18,827 new cars were delivered in the AITO Wenjie series, an increase of 48% month-on-month24%, a year-on-year increase of 12793%, of which, 15,242 units of the new M7 were delivered, accounting for 80 percent of the total sales96%。"In order to deliver new cars to users as soon as possible, Wenjie has been improving its delivery capacity, and it is expected to deliver 23,000 new cars in December, and the monthly delivery capacity is expected to reach 30,000 from 2024," Wenjie said. According to the previous plan, another new model of Wenjie, the M9, will be launched in December, which may further boost the sales of Wenjie.
In November, ZEEKR delivered 13,104 vehicles, an increase of 021%, a year-on-year increase of 1901%, with a total of 105209 deliveries during the year. On November 10, ZEEKR publicly submitted an IPO (initial public offering) prospectus to the ** Exchange Commission (SEC) in the United States. On November 30, market sources said that Chinese electric vehicle maker Zeekr has temporarily shelved its U.S. IPO plan due to weak market sentiment, and the company will continue to monitor market conditions and decide when to resume its listing plan. In response to this news, ZEEKR Automobile told ** that it had publicly submitted a prospectus to the US Securities and Exchange Commission, and various preparations were being carried out in an orderly manner.
In addition, Deep Blue delivered 16,157 vehicles in November, an increase of 4 month-on-month15%；VOYAH delivered 7,006 vehicles, up 15% month-on-month48%, a year-on-year increase of 36459；Skyworth Automobile delivered 3,936 vehicles, an increase of 11 from the previous month03%, a year-on-year increase of 3767%。
According to the ranking list according to the statistics of the "Tram Report", with the end of the "Golden September and Silver October" consumption season, whether it is a new car-making force or other new energy vehicle companies, the delivery volume in November is slightly weak month-on-month. Or in order to impact sales, entering the first day of December, including BYD, Leapmotor and Krypton Automobile and other car companies have opened different degrees of time-limited preferential measures, as for the impact of **, whether it can help car companies to complete the annual sales target, the answer will be revealed in a month. However, from the analysis of the current delivery volume, it is not easy for many car companies to sprint to complete the annual sales target in the last month.