The sales of new energy vehicles continue to explode, and the penetration rate will exceed 35% by the end of this year!This also means that for every 10 cars sold in China, about 4 are new energy vehicles. In this way, the overall environment of the new energy market in November is actually good. It's no wonder that after November, most of the new energy "outstanding students" also announced their sales results. What is the real performance of domestic new energy vehicle companies?Let's see.
1.BYD
November sales: 3010,000 units
BYD announced its sales figures for November 2023. In November, 301903 vehicles were sold, including 301378 passenger cars, a year-on-year increase of 311%。From January to November 2023, BYD's cumulative passenger car sales reached 26720,000 units.
Specifically, the BYD Dynasty Ocean series sold a total of 28,501 units in November, a year-on-year increase of 274%。A total of 11,843 units were sold, a year-on-year increase of 243 units. 2%。Yangwang sold 408 cars and 626 Formula Leopard cars. At the same time, a total of 30,629 passenger cars were exported, a year-on-year increase of 1487%。
Specifically, the sales volume of the five models of Dynasty Network exceeded 10,000 units, and the sales performance was goodIn the marine network, the Seagull is a dark horse, with sales of more than 40,000 units again;The Song Plus series and Dolphin are responsible for sales, with sales exceeding 350,000 units;The Denza D9 is still gaining momentum, with sales still exceeding 10,000 units. Unfortunately, the Denza N7 and N8 are still not improving, and further price reductions may be needed to solve the problem.
2.Geely New Energy
November sales: 650,000 units;
Recently, Geely Automobile announced that it sold 200079 vehicles in November, setting a new monthly sales record. Among them, the sales volume of new energy vehicles was 65,034 units, an increase of about 5% month-on-month and a year-on-year increase of about 88%, and the cumulative sales of new energy vehicles from January to October exceeded 420,000 units, a year-on-year increase of 50%.
Among them, the Geely Galaxy series sold 13,770 units in November;Geometry pure electric series sold 20,329 units in November;In November, ZEEKR delivered 13,104 vehicles;Ruilan Automobile is positioned as a charging and swapping track, with sales of 3,075 units in NovemberThe Lingke brand sold 30,055 vehicles in November, of which new energy vehicles accounted for more than 50%.
3.GAC Aion
Deliveries in November were 4150,000 units
In November, Aion's cumulative sales of new cars were 415.67 million units, a year-on-year increase of 45%. 1-11 cumulative sales of 4340.56 million units, a year-on-year increase of 80%, and since the establishment of the brand, the cumulative sales have exceeded nearly 950,000 units.
At present, Aion has two sub-brands, one is the AION brand, and its main models are AION Y, AION S and AION V Plus, which are mainly focused on the ride-hailing market.
The other is the Haobo hyper brand, which is positioned as a mid-to-high-end consumer. It is worth mentioning that half a month after the launch of the **SUV Haobo HT, the delivery volume was close to 2,000 units. The new model is expected to further boost Aion's sales.
4.Ideal car
Deliveries in November were 4100,000 units
Li Auto soared, with sales reaching 41,030 units in November, a year-on-year increase of 1729%。From January to November, Li Auto sold a total of 325677 vehicles, and achieved its annual target of 300,000 units in 2023 ahead of schedule, making it the only automaker to achieve the goal of new power in automobile manufacturing ahead of schedule.
At present, Li Auto has three L series models, with monthly sales of 40,000 units in the fourth quarter of 2023, and more than 100,000 units of Li L7, Li L8 and Li L9 vehicles have been delivered. The first masterpiece to enter the pure electric market was the ideal mega that was not on the market and attracted a lot of attention.
Previously, Li Xiang had posted that after the three cars completed the task of selling 40,000 units per month, they will continue to challenge the next higher difficulty: the overall 50,000 months, the ideal 720,000 months.
5.Great Wall New Energy
November sales: 310,000 units
In November, Great Wall Motor's new energy passenger car sales were 31,170, a year-on-year increase of 14232%；The cumulative sales from January to November were 2320,000 units, a year-on-year increase of 9194%, the first three quarters continued to grow quarter-on-quarter, and achieved year-on-year growth for 8 consecutive months.
At present, Great Wall New Energy passenger vehicles mainly include new energy models of Haval, Ora, Wei brand and Tank, among which SUV models mainly use plug-in hybrid technology. At the Guangzhou Auto Show, the first version of the new tank 700 Hi4-T of the tank brand officially began pre-sale, with a pre-sale price of 700,000 yuan.
ORA focuses on pure electric vehicles. According to the latest plan released by Ola, in 2024, ORA will launch three new models in the A0 class, A-class and C-class on the basis of the existing product lineup.
6.Xpeng Motors
Deliveries in November: 200,000 units
In November, Xpeng delivered a total of 20,041 new vehicles, a year-on-year increase of 245%, and delivered more than 20,000 vehicles for two consecutive months, setting a new high for monthly delivery. The cumulative number of deliveries from January to November reached 121486, exceeding the cumulative annual deliveries in 2022.
Among them, Xpeng G6 delivered 8,750 units, accounting for half of the brand's total sales. The price/performance ratio of the G9 has improved, and sales continue to rise. It can be seen that Xpeng has indeed achieved good results after readjusting its strategy.
On November 17, Fuyao's flagship Xpeng X9 was officially released at the Guangzhou Auto Show, with pre-sales from 38Starting at 80,000 yuan. Xpeng Motors may use this product to open up the "young" MPV market. The new car adopts a "bullet" design, is positioned as a medium and large MPV, and adopts a pure electric system. Whether Xpeng's sales can usher in a new turning point, we will wait and see!
7.Ask the boundary
Deliveries in November: 1880,000 units
In November, AITO delivered 18,827 new vehicles, including 15,242 new M7 vehicles, for a total of 2More than 70,000 vehicles. Among them, 15,242 new AITO new M7 vehicles were delivered, and more than 10,000 units were delivered for two consecutive months, with a total of more than 270,000 units.
Next, Thalys' production, delivery and quality assurance capabilities were tested. In addition, at the end of the year, the company will also welcome the flagship SUVM9, which is another heavy bomb. Currently, blind orders have exceeded 330,000 units. Whether the sales volume of the product can reach a higher level depends on the product.
8.Leapmotor
Deliveries in November: 1850,000 units
In November, 18,508 Leap Sports cars were delivered, an increase of 1 month-on-month7%, a year-on-year increase of 130%, and constantly refreshed the record high of deliveries.
It is worth mentioning that Leapmotor has completed the equity delivery with Stellantis Group, representing the real implementation of the first cooperation in the new energy vehicle industry. With the help of Stellantis Group's channels and resources in the global market, Leapmotor will quickly expand into the global market. At present, the C11 has three models on sale: Leap, C01 and T03, of which the main models of the C series have achieved pure electric range extension and dual power layout, accounting for more than 80% of the total sales.
During the Guangzhou Auto Show, Leapmotor's first global model, the C10, made its debut in China. This model is also the first model to be equipped with a Qualcomm 8295 chip, which is also a LEAP3The first global model under the 0 technology architecture, it is also the master of Leapmotor's eight years of independent research and development technology accumulation.
9.NIO
Deliveries in November: 1590,000 units
In November, NIO delivered a total of 15,959 new vehicles, a year-on-year increase of 126%；From January to November 2023, NIO delivered a total of new vehicles, a year-on-year increase of 331%。So far, NIO has delivered new vehicles.
At present, Weilai has officially entered a strong product cycle. All 8 models on the second-generation technology platform have been launched, with a range of 300,000-600,000 yuan to fully meet the diversified needs of users.
Recently, after joining hands with Changan and Geely, NIO's five-year power exchange business will also usher in a new turning point and give feedback to the market. In addition, according to Li, Alps will launch NIO's new entry-level brand in the second half of 2024 and support the multiple "driver connectivity" features offered by the new NIO Phone.
10.Nezha
Deliveries in November: 120,000 units.
In November, Nezha Automobile delivered 12,506 vehicles, and Nezha X ordered more than 20,000 vehicles, and began to deliver them in full swing.
From the perspective of the overall environment, the delivery volume of Nezha U and Nezha V is still very high. The manufacturer also updated the Nezha V and Nezha U in a timely manner. Nezha V used to become Nezha AYA, and Nezha X created by Nezha U has been officially launched.
At the Guangzhou Auto Show, Nezha Shanhai Platform 20 was officially released, and the strength of Nezha Automobile's intelligent technology was further improved. In terms of overseas markets, Nezha's Thailand factory was successfully put into production, the first car Nezha V-II officially rolled off the assembly line, the Indonesian factory cooperation project was officially signed, and the first batch of users were grandly delivered. According to Nezha's plan, it will achieve sales of 1 million vehicles in 2026, accounting for 35% of overseas sales.
Summary
In the long run, the new energy market is very good, and of course, the competition is becoming more and more fierce. The current model has not yet been determined, and there is a trend of blooming, who will be the "white horse" and "dark horse" of new energy vehicle companies in 2023?Welcome to follow "Ah Zhen" and leave a message in the comment area below to share your views.