Delivery Volume of Chinese New Energy Vehicle Companies in November

Since no one knows when, every month submitting the delivery volume of the previous month has become a common practice for Chinese new energy vehicle companies.

Initially, it was mainly new forces participating in this competition. Now, new forces hatched by traditional car enterprise giants are also participating.

Let’s take a look at how these car companies performed last month.

New Forces

XPeng: Delivery Volume Surpasses 15,000, Setting a New Delivery Record

XPeng has achieved a great success this time. It not only set a new delivery record for XPeng, but also set a new delivery record for new energy vehicle companies.

In November, XPeng delivered 15,613 vehicles, with the P7, G3i and P5 setting new records and a MoM increase of 54%.

According to the previous delivery guideline, the delivery volume of XPeng’s vehicles in Q4 is expected to be between 34,500 and 36,500.

In the first two months of Q4, XPeng delivered 25,751 vehicles. That means the delivery volume of the last month will be between 8,749 and 10,749.

Li Auto: A New Delivery Record of 13,485 Vehicles in November

Li Auto delivered 13,485 Li ONE vehicles in November, a YoY increase of 190.2% over November 2020.

From January to November 2021, Li Auto’s total delivery volume reached 76,404 vehicles. The accumulated delivery volume of Li ONE has reached 110,001.

By November 30th, Li Auto has had 174 retail centers in China, covering 93 cities, and 236 after-sales service and authorized body and paint centers, covering 171 cities.

NIO: Delivering 10,878 New Vehicles in November, a YoY Increase of 105.6%

As a front-runner of new forces, NIO delivered 10,878 intelligent electric vehicles in November, a YoY increase of 105.6%, setting a record for monthly deliveries.

From January to November, NIO has delivered a total of 80,940 new vehicles, a YoY increase of 120.4%.

NIO has delivered a total of 156,581 new cars so far.### WM Motor: Delivered 5,027 Vehicles in November, Expected to Deliver More Than 40,000 Vehicles this Year

In November 2021, WM Motor delivered 5,027 intelligent electric vehicles, a year-over-year increase of 66.6%, setting a new monthly sales record.

From January to November 2021, WM Motor has delivered a total of 39,095 intelligent electric vehicles, a year-over-year increase of 96.4%.

As of now, WM Motor has delivered 83,624 intelligent electric vehicles in total.

Also today, WM Motor announced that it has raised USD 152 million in its D2 financing round. Leading the financing was China’s renowned high-end real estate enterprise, Agile Group, with a USD 140 million investment.

Following its successful D1 financing round of over USD 300 million in early October this year, WM Motor has smoothly initiated its D2 financing round. As of now, the total financing amount of this round has reached USD 457 million.

Going forward, WM Motor expects to have more well-known investors joining its investment camp in succession, and the total financing amount of this round is expected to exceed USD 500 million.

Congratulations to WM Motor!

NIO Automobile: Delivered More Than 10,000 Vehicles

In November, NIO delivered 10,013 vehicles, a year-over-year increase of 372%.

Among them, individual users accounted for over 91%, which means that NIO has gained a certain level of popularity and acceptance among C-end consumers.

As of November, NIO’s delivery volume this year was 59,547 units, and the cumulative total delivery volume was 85,850 units.

By this trend, NIO will see its delivery of the 100,000th mass-produced vehicle in January next year.

ZEROPA: Orders and Deliveries Reached Record Highs in November

In November, ZEROPA’s total orders reached 16,310 units, of which C11 accounted for 7,005 units and T03 accounted for 9,297 units.

The total delivery volume in November was 5,628 units, an increase of 54% month-over-month and 236% year-over-year.

As of November 30th, LI has a cumulative order volume of 73,561 vehicles. Among them, the LI C11 had delivered 18,113 vehicles, while the T03 had delivered 54,366 vehicles. The annual target has been achieved ahead of schedule.

In the announcement, LI indicated that the industry chip shortage and industrial power restrictions have had a certain impact on the capacity of some supply chains.

In other words, at present, orders are not the problem for LI. The current issue to be solved is the production capacity.

As of now, the cumulative total delivery of LI reached 44,013 vehicles.

WM Motor: November sales 1,120 vehicles, with 138 experience centres opened

In November, WM Motor’s delivery volume was 1,220, with a MoM increase of 22.70%, for consecutive months of significant MoM increase.

At present, the total number of WM Motor experience centres across the country has reached 138.

However, WM Motor’s visibility on the road is not very high, and they still need to put more effort into it.

Emerging Forces

Landi Auto: 1,139 vehicles delivered in November

In November, Landi Auto FREE delivered 1,139 vehicles. The delivery volume has steadily increased for four consecutive months since August, and the cumulative delivery volume has reached 3,461.

It is worth mentioning that Landi Auto submitted its report card on the evening of November 30th.

(None of schoolwork follows you anywhere?)

GAC Aion: November Terminal sales reached 14,566

GAC Aion’s November terminal delivery volume was 14,566 units, a year-on-year increase of 123%.

From January to November, GAC Aion’s cumulative terminal sales reached 106,985 units.

GAC Aion broke through 100,000 units in annual sales ahead of schedule.

Enovate: November’s delivery volume reached 2,012

In November, Enovate’s delivery volume reached 2,012.

Considering that Enovate only began deliveries on October 23rd, this delivery performance is still quite good.

It is worth mentioning that the average order amount of JiKeDaDing reached 335,000 yuan, breaking through the price barrier of traditional luxury brands.

The pressure will now fall on the delivery team.

Volkswagen ID. family: three consecutive months of sales breaking 10,000

Another very strong performer is the Volkswagen ID. family.

In November, the ID. family delivered 14,167 units, an increase of 11.2% compared to October. This is also the third time that the ID. family has achieved sales of over 10,000 units.

It seems that the ID. family’s volume and momentum is on the rise.

Conclusion

The above is the sales performance of various car companies in November. As can be seen, these car companies have achieved very good results.

In fact, it’s not just this month, the overall performance of the new energy industry this year has been very good. This indirectly confirms one thing: new energy vehicles are gradually being accepted by consumers.

The industry has finally ushered in a period of rapid development, which is a good thing.

This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.