Big month for Geely, Leapmotor, and XPeng, less so for Li Auto, Nio, and Jiyue.
November’s China NEV delivery figures are in and it’s looking like yet another record month for many with month-on-month gains nearly across the board.
As ever, it was BYD Group who took top spot with a second month topping half a million deliveries with their BYD, Denza, Fangchengbao, and Yangwang brands, almost tripling the next largest group of SAIC.
More than half of SAIC’s number of 174,000 units came from the Wuling/Baojun brands, who took second place in the overall table with more than 90,000 units, a drop from an outstanding October but nevertheless an excellent result.
As a group, it was Geely who claimed the third step on the podium with more than 120,000 deliveries from their portfolio of Volvo, Zeekr, Polestar, Lynk & Co, Lotus, and the Geely brand which itself added 75,000 units of that total, up 18% on October’s figure.
Tesla’s numbers are an estimate at this point, but they look to have seen a boost in sales, taking an estimated 72,000 deliveries, comfortably ahead of the next brand.
The first premium brand on our table is Li Auto, who saw a five percent drop in sales from October to 48,740 units, but still comfortably ahead of rivals HIMA, which includes AITO, Stelato, and Luxeed. Luxeed did enter our chart for the first time in November with 11,401 sales, spurred on by the recently launched R7 and the third launch of the S7 saloon.
Following Li Auto are GAC AION, climbing to 42,301 deliveries on the back of the launch of the RT saloon which claimed over 40,000 orders within a few hours of going on sale.
They were closely followed by HIMA with 41,931 deliveries, and then Leapmotor whose late year surge has taken them above the 40,000 figure for the first time ever, even before B10 deliveries have begun.
There were gains too for Deepal, clocking a remarkable 29 percent uptick in sales from October to a new record 36,026 units, Great Wall, whose five brands delivered a 12 percent increase to a record high of 35,999 new energy units, and then Changan with roughly 34,000 units on their own brand.
Joining them for the first time above 30,000 deliveries is XPeng, whose P7+ and MONA M03 hatchbacks are driving a rapid rise in deliveries from the early year averages of just over 10,000, claiming a 29 percent increase in deliveries over October figures.
Zeekr follow them in the charts with an eight percent bump nudging them to 27,011 units, many of which are from the 7X which has hit the milestone of 20,000 deliveries within 40 days of going on sale.
They’re being hunted down fast by Xiaomi whose improved delivery capability saw them leapfrog Nio with around 22,000 units from just the one car, the SU7.
Not a great month for Nio, one of several outliers to record a dip in sales, that coming against the backdrop of improving sales for their sub-brand Onvo. Not only were the group numbers down on October, stagnant at a little over 20,000 units, but that decline adversely affected Nio itself with Onvo deliveries climbing over 5,000 units in November. They’re planning to top 10,000 in December.
Modest gains for Lynk & Co, Qiyuan, and SAIC VW with the ID models, with 20,084, 18,455, and 14,360 deliveries respectively. Below them we’d expect to see Arcfox, the beleaguered Neta, and Yipai, but all three haven’t announced numbers for November. We’re expecting Yipai sales to pick up soon though with the newly-launched 008 SUV that looks a steal.
AVATR also took a forward step with a second successive month over 10,000 sales, a 15 percent boost enabling them to hit 11,579 deliveries, followed by Luxeed on 11,401, new entrants on our list.
Voyah and Nammi, both Dongfeng brands, saw gains, more so for Nammi with a leap to over 10,000 units from just 6,556 in September (they didn’t report in October), but a decent seven percent increase for Voyah hitting a new record of 10,856. IM too just about scraped over the 10,000 deliveries threshold for a second month running with 10,007 deliveries, more than double their September figure.
iCar are new on our list, already selling the 03 and 03T and just beginning deliveries of the V23. They took 5,745 units, quite a way ahead of the tail-enders on our list, Jiyue, who dropped from over 3,000 units last month to just 2,485 in November. They certainly need a hand with the new 07 Performance Edition just launched at the Guangzhou Auto Show.
With only December left to go we should be looking at another month of record deliveries based on previous evidence. We’ll get you those numbers as soon as they come in.
