With one month left of the year to go, tax incentives fading out, and targets to be hit, NEV sales are ramping up to the end-of-year crescendo.
China’s November NEV sales and deliveries are coming in and the numbers are already looking very good for some brands, but some have slipped. Will the drops be a temporary blip, or are they the beginnings of trends? We’ll find out in December when the end-of-year results come in, but for now, here’s everyone who has announced results and the rest we’ll update as they come in.
BYD
BYD once again had their best month of the year, still some way down of their peak hitting 500,000 sales in a single month, but nevertheless showing positive progress towards the year end after intensifying competition.
Sales of 423,558 units was a healthy 7% improvement over last month’s record, but around 16% down on their best-ever month from last November where 504,003 units were sold.
Stemming some of the tide of declines locally were stellar export results, November’s hitting 131,661 units, almost 50,000 more than any previous month, a rise of 58% on last month’s record export data and 325% up on last November, as the brand’s products find ever greater trust abroad.
Geely Galaxy
Geely Galaxy hit a new record high month in November, an impressive 132,652 units finding homes, with Geely Group being merely a day away from selling one million BEVs in this calendar year.
It’s quite the step up from last year as the brand steadily built out its range, this November’s result up 76% from last year, and the monthly gain a reasonable 4% up from October.
Wuling/Baojun
Wuling and Baojun had another very solid month to comfortably consolidate the third step on our NEV podium, 118,729 units delivered proving that China’s little global flag carrier remains as popular as ever.
Completely in-line with SGMW’s monthly fluctuations, this result was marginally down on last month at 4%, but the year-on-year results are impressive, hitting a 30% improvement with this much volume.
The diminutive Wuling Hongguang remains an absolute staple in China and made up almost half of this total with 56,756 units delivered in November, a 63.1% year-on-year improvement, thanks in most part to the four-door version that launched earlier this year.
Leapmotor
Leapmotor had a steadier month than usual in November but still managed a new record, 70,327 units delivered the tiniest of improvements on last month, but still a 75% gain on last November’s result.
With the new Lafa 5, A10, and D19 all coming on stream in the next few months, few would bet against this year’s star performer surging towards 80,000 units before too long.
They’re also profitable, and have hit this year’s sales target ahead of time, so the rest of the year is playtime for Leap.
Qiyuan
Qiyuan returned to stellar form in November, storming back above the 40k milestone and to a new brand record, recording 46,909 deliveries in the penultimate month of the year.
Sales of the new Q05 and A06 seem to have really hit the spot for the brand with a leap of 29% on the previous month, good enough to carry them to a 31% improvement year-on-year, and Changan’s semi-premium brand hits top gear.
Xiaomi
Xiaomi currently occupy sixth place on our China NEV list after XPeng’s monthly drop, and for a brand with just two models and a hypercar, that’s immensely impressive.
As ever, just the vague 40,000-plus number given for November, the same as October, but an 82% improvement on last year is probably entirely down to the YU7 SUV which outsold the Model Y last month and will be aiming to do the same this month.
We’ll look out for those figures, but the Xiaomis remain as hot as ever.
Fangchengbao
Fangchengbao continue to blaze a trail up our charts, even outpacing one of 2025’s star performers, XPeng, smashing in a record-high 37,405 units sold in November.
The rise of BYD’s off-roader-style brand has been astronomical in recent months. The monthly improvement of 20% is eye-catching enough, and the year-on-year gain of 339% even more so, but I think looking at July’s sales figure of 14,180 and comparing that to now is what crystallises the step up.
And what was the growth driver? The new Tai 7, making up 24,019 units of this number, a full 64%. A lot of brands will be looking at that and trying to work out what the secret recipe is.
XPeng
XPeng’s year has been an unmitigated success, record month after record month leading to over 40,000 units in October, but November has been something of a comedown with just the 36,728 units being delivered.
That’s not a bad result by any stretch, but it curbs some of the momentum they’ve had in recent months and they’ll be looking to reverse that in December when the X9 EREV will have a bigger effect on sales after becoming their one millionth car produced.
This month’s number is a 13% drop on last month, but still 19% up on last year as the brand’s ramp-up took shape, so all-in-all, not much to sweat about yet.
Interestingly, XPeng’s monthly exports topped 5,000 units in each of the past two months and likely the same again this month, as the overseas sales start to play an ever more important role.
GAC AION
A rare positive month for GAC AION in 2025 as November saw them spike October’s deliveries by 34% to hit 36,288 units, only the second time this year they’ve cleared the 30k barrier.
This could in some part be fuelled by the launch of the AION UT Super, in partnership with JD.com, which offers battery swapping at CATL’s Choco-SEB swap stations.
More AION models are expected to join, and meanwhile they have a hybrid version of the AION V on the way too in the form of the i60, and the Hyptec A800 which got a full launch at the Guangzhou Auto Show, so could this be the start of a turnaround for the brand?
Li Auto
Li Auto had a relatively decent month by recent standards and can point to a 4% month-on-month improvement getting them to 33,181 units delivered in November.
Long term, the news is a tad bleak, with deliveries down 32% on on last year, and the new all-electric i6 and i8 models not yet stemming the tide, but Li Auto expects delivery capacity of the i6 to reach 20,000 units in early 2026 and says i6 and i8 orders have reached 100,000 units, so perhaps there’s a silver lining on the horizon.
Deepal
Deepal’s impressive run took something of a hit in November, deliveries dropping 10% from last month to 33,060, putting them back behind Li Auto for the first time in a few months.
The long-term picture also suggests they’re perhaps temporarily peaked, with this year’s figure down 8% on last November, a somewhat surprising figure, so is this a blip or the start of a trend for Deepal? They have the new L06 coming to market soon, so we’ll wait to see how that changes things.
Zeekr
What a month for Zeekr, not only leaping back ahead of their Lynk & Co stablemates but smashing their previous record high month from last December, hitting 28,843 units in November.
Thar was a whopping 35% improvement on last month and even a 7% improvement on last year, something Zeekr has struggled to achieve many times in 2025.
We’d be curious to know how much of this is made up of exports, with Australia showing a strong appetite for the 7X, and Europe also looking to the stylish and fast-charging SUV.
Lynk & Co
Lynk & Co had to take a back seat to parent brand Zeekr this month, a 9% drop in deliveries seeing them bag ‘just’ the 26,303 units of NEVs in November.
It’s still their second best month ever, and NEVs now make up 75% of the brand’s total sales, which is a number that keeps on climbing, so a 31% year-on-year gain tells the real story of a very happy year for Lynk & Co.
Arcfox
Arcfox continued their rich run of form, achieving a new record high month with 25,394 units a 9% improvement on October and an even more impressive 128% leap over last November.
Sales of the T1 small SUV are clearly proving very successful, while other solid 800-volt models in the line-up are retailing at crazy low prices, so they need to build on this and keep on moving up.
Voyah
Voyah has been quietly eating up competitors in the mid-table, making gains with a Huawei-equipped range, and November sees them set a new record, topping the magic 20k for the first time with 20,005 units delivered.
That’s a sizeable 16% improvement on last month’s record, and an 84% improvement on last year’s result, showing that Voyah really does seem to have come of age in 2025, and with the Passion L and Taishan SUV set to hit the market, things should keep looking up.
NIO
NIO returns to the front of the NIO Group competition, asserting authority over Onvo in November with a smashing 18,393 units delivered, a 7% improvement on last month.
They’re not quite back to record levels yet but they’ll be happy with a 19% year-on-year improvement after a tough year, the new ES8 performing something of a rescue job with huge popularity.
NIO will be more concerned with sales at the bottom end of models like the ET5 and EC6, which are barely in four digit territory, and the ET7 which have collapsed entirely, but CEO William Li is still saying he expects Q4 to be when they turn profitable. We’ll wait and see.
AVATR
AVATR, like Voyah, continue to make good, if rather steady, progress, quietly hitting new records each month. November was no exception, the style-focused brand delivering 14,057 units, a 4% improvement on last month.
Year-on-year, an improvement of 21% is largely in line with the wider industry, so they’re keeping pace, but they’ll want to kick up a gear in 2026.
IM
IM continues its righting of the ship and hit a new record in November, delivering 13,577 units for the month, a 3% gain on October.
We’d be curious how many of these sales are international deliveries with the brand now present in some major overseas markets, but either way they’re up 36% on last November.
They’re not out of the woods yet, but they’re heading in the right direction.
Denza
Denza had a much better month of it in November, boosting sales 31% to 13,255 units, reversing what’s been a bit of stagnation in the wake of sister brand Fangchengbao tearing up the sales charts.
We’re not sure if this figure includes much in the way of exports, with markets like Australia in the region of starting sales and deliveries, but either way, a good month, if still some way shy of their best.
Wey
Wey’s positive year slowed slightly in November but 12,763 units delivered still made it a record month for the brand, climbing just 1% on last month’s previous record high.
Long term, things are certainly looking up for GWM’s semi-premium brand, with November’s result an 81% improvement on last year, suggesting they might just be getting the recipe right, though all of these sales are plug-in hybrids.
Onvo
What’s going on here then? Onvo, the NIO Group brand looking most likely to suddenly hit lift-off has instead hit rewind in November, deliveries collapsing 32% for the month and putting them behind parent NIO.
This could be a blip, it could be a rejigging of the production lines, we’re not totally sure, but it’s a dent what’s been an impressive line of performance in recent months, as evidenced by the 132% delivery gain over last year.
Luxeed
Luxeed dipped slightly in November after a recent resurgence, down 8% on October to record 11,761 deliveries according to data from Chery.
That equates to just a 3% growth on last year, which is behind the general market trend, so Luxeed need a boost to their line-up soon, and that might not be too large if the rumoured HIMA MPV is set to come under their name, but it could also do better than expected so we’ll have to see.
iCAR
iCar continues to meander around the 10k mark and will be hoping that V27 orders give them a leg-up next month, with 11,428 units a 8% drop on October.
The positive is that this means sales have almost doubled in the last twelve months, so something is going right for them and with international sales on the horizon too, perhaps things will look even more rosy a year from now.
firefly
firefly hit a new record high in November, edging up the somewhat meandering China sales figures 3% over last month to 6,088 units, as European sales start to open up.
We’ll see soon enough whether the funky little runabout impresses Europeans half as much as we expect it will before too long, but much will depend on marketing, and much on the scale of the dealer network. Can they get the word out quickly enough?
Ora
Ora’s difficult year was looking good but in October the brand didn’t report any sales figures, and this month reported just the 4,821 units, their worst reported month since July.
Sales of the Ora 5 SUV should be starting soon, however, and with SUVs proving popular perhaps their might be chance to post a decent month by the end of the year, but we won’t hold our breath just yet.
ROX
ROX hit the lowest of new highs in November, 1,452 units delivered being a meagre 2% improvement on last month, for a brand that really needs to start making waves fast.
At the Guangzhou Auto Show last month, they showed off a custom 4-seater version of the 01, retailing for just a smidge under one million RMB. Without any other major improvements, it’ll be one hell of a salesman that can shift some of those, but if they do manage it, it will at least boost the profit margins.
A very good car the 01 is, but a one million RMB car? That’s a much harder case to make.
Yangwang
Yangwang had a good month in November, their second best of what has been a distinctly chastening second year, with 703 units proving a 7% improvement on last month.
However, given sales remain barely a third of the brand’s record highs, you’d have to say they’d have hoped for something more from the U7, and perhaps it is the case that not too many people are totally convinced by a very expensive product produced in the same factory as the BYD Seagull.
