Core Viewpoint - The new energy vehicle market is experiencing varied delivery performances among different manufacturers in November, with some companies showing growth while others face declines. The overall market sentiment is cautious due to tightening policies and consumer hesitation. Group 1: Delivery Performance - Leap Motor led the delivery numbers with 70,327 units in November, marking a 75.08% year-on-year increase and a slight 0.05% month-on-month growth, achieving its annual sales target of 500,000 units 45 days ahead of schedule [2][3] - Xiaopeng Motors delivered 36,728 units, reflecting an 18.88% year-on-year increase but a 12.58% month-on-month decline, marking its first monthly drop in six months [3][4] - NIO delivered 36,275 units, a 76.31% year-on-year increase, with its sub-brands showing significant growth, particularly the LeDao brand with a 132.07% increase [2][3] - Li Auto's deliveries were at 33,181 units, showing a 31.92% year-on-year decline, continuing a six-month trend of year-on-year decreases [4][5] Group 2: Future Projections and Strategies - Leap Motor aims to reach a sales target of 1 million units by 2026, supported by the launch of new models like the A10 and Lafa5, which cater to different market segments [3][4] - Xiaopeng Motors is expanding its overseas market presence, with a 95% year-on-year increase in overseas deliveries, and is optimistic about new models contributing to future growth [3][4] - NIO has set a quarterly delivery guidance of 120,000 to 125,000 units, needing to deliver over 43,000 units in December to meet this target [4] - Li Auto is focusing on enhancing its long-term competitiveness through organizational, product, and technological improvements, with a cautious delivery guidance of 100,000 to 110,000 units for the fourth quarter [5]

Core Viewpoint - Chery Automobile reported a total sales volume of 255,809 vehicles in November 2025, representing a year-on-year decrease of approximately 2% [1] - Cumulative sales from January to November reached 2,399,073 vehicles, showing a year-on-year increase of 11% [1] Group 1: Brand Performance - The Zhijie brand achieved sales of 11,761 vehicles in November, reflecting a year-on-year growth of 3% [1] - The iCAR brand saw significant growth in November, with sales of 11,428 vehicles, marking a year-on-year increase of 99% [1]

凤凰网科技讯 北京时间12月1日，据《商业内幕》报道，电影《大空头》原型人物迈克尔·伯里(Michael Burry)正在向全球科技巨头宣战。在怼完英伟达后，他现在又将矛头指向了埃隆·马斯克(Elon Musk)。 伯里还表示："顺带说一句，埃隆的拥趸们一开始全力押注电动汽车，直到竞争对手出现；随后又全力 押注自动驾驶，直到竞争对手出现；现在又全力押注机器人，直到竞争对手出现为止。" 这并不是伯里第一次把矛头对准特斯拉。2021年，这位投资者曾做空价值5.3亿美元的特斯拉股票，但 几个月后就平仓离场。伯里之后告诉CNBC，称这笔操作"只是一次交易"。 马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公 司。 上周日晚间，伯里在美版公众号Substack上发文称，特斯拉的"估值高得离谱"。此前，他披露了针对英 伟达和Palantir的做空。 截至发稿，特斯拉尚未就此置评。(作者/箫雨) "特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。"伯里表示。他预计马斯克价值1 万亿美元的薪酬方案将继续稀释该公司股票。 尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂 ...

Core Viewpoint - BYD reported a total of 480,186 vehicle sales in November, a decrease from 506,804 units sold in the same month last year, while the year-to-date sales reached 4.18 million units, reflecting a year-on-year growth of 11.3% [1] Group 1: Sales Performance - In November, BYD's passenger car sales amounted to 474,921 units, which included 237,540 pure electric vehicles and 237,381 plug-in hybrid vehicles [1] - The November sales figures set a new record for the year, indicating strong demand and performance in the market [1] - Overseas sales exceeded 130,000 units in November, marking a historical high for the company [1]

Core Viewpoint - The founder of SoftBank, Masayoshi Son, expressed that if the company had unlimited funds for its next round of investments in artificial intelligence, including a significant bet on OpenAI, he would not have sold shares of Nvidia [1] Group 1: Investment Strategy - SoftBank's decision to sell Nvidia shares was driven by the need to raise capital for projects such as data center construction [1] - Son stated that he was reluctant to sell Nvidia shares, indicating that the sale was a necessity rather than a strategic choice [1] Group 2: AI Investment Perspective - Son dismissed claims of an artificial intelligence investment bubble, arguing that if AI can contribute 10% to global GDP in the long term, the investment of trillions of dollars would be justified [1] - He criticized those discussing the AI investment bubble as "not smart enough," questioning the existence of a bubble in the context of potential economic benefits [1]

由于买家赶在明年1月电动汽车税上调之前蜂拥至经销商购车，挪威11月整体汽车销量同比上涨70%。 其中，特斯拉的销量几乎是2024年11月的三倍。 "当前，挪威正经历一场购车热潮。"挪威公路联合会CEO吉尔·英厄·斯托克(Geir Inge Stokke)对路透社表 示。注册数据显示，在这个北欧国家上月售出的新车中，纯电动汽车占比达97.6%，这与挪威希望在 2025年终结汽油和柴油内燃机汽车销售的目标基本一致。 相比之下，研究咨询公司Visible Alpha的数据显示，特斯拉今年全球交付量预计将下降7%。欧洲最新注 册数据显示，截至今年10月，特斯拉在欧洲销量下降约30%，11月再次下滑。 凤凰网科技讯 北京时间12月1日，据路透社报道，周一公布的注册数据显示，特斯拉今年目前为止在挪 威的销量已超越其他任何一家汽车制造商在该国的全年销量纪录，提前一个月创下历史新高，成为这家 埃隆·马斯克(Elon Musk)旗下公司的罕见销售亮点。 尽管马斯克因支持极右翼政党及力挺美国总统特朗普，导致特斯拉品牌在欧洲多国遭遇消费者抵制， 但是在跨界车型Model Y的带动下，特斯拉今年在挪威的累计销量同比增长34.6%。 ...

凤凰网科技讯 12月1日，蔚来小喇叭发布关于上海车辆碰撞事故的说明。官方表示，12月1日13时15分 左右，一台蔚来EC6在上海市青浦区垂姚路附近与同向车辆发生擦碰，随后变向高速撞向道路右侧混凝 土隔离带，导致隔离带断裂、车辆受损。蔚来工作人员即刻收到车机安全系统告警，第一时间前往事故 现场和医院，为用户提供必要协助。两位用户已及时就医，无生命危险。 蔚来表示，对事件给用户造成的不便与损失非常关切，将持续提供必要支持，并积极配合相关部门调查 工作。 根据蔚来官方说明，涉事蔚来车辆未开启辅助驾驶系统。碰撞后车门自动解锁、门把手弹开，车辆动力 电池未出现安全风险。目前事故具体原因仍在警方调查中。 ...

凤凰网科技讯 12月1日，小鹏汽车公布最新交付成绩：11月交付36,728辆汽车，同比增长19%。2025年 1-11月，小鹏汽车累计交付391,937台，同比增长156%。 2025年1-11月，小鹏汽车海外市场交付量达39,773台，同比增长95%。目前，小鹏汽车销售服务网络已 覆盖全球52个国家和地区，海外销售服务网点增至321个。 11月，小鹏X9交付量环比劲增161%。11月20日，小鹏X9超级增程上市1小时即打破X9历史全天大定纪 录，北方市场表现亮眼，订单占比首次突破50%。 ...

Core Viewpoint - Li Auto reported a total delivery of 33,181 vehicles in November 2025, bringing the cumulative delivery to 1,495,969 vehicles as of November 30 [1] Group 1: Delivery and Production - The cumulative orders for the pure electric SUVs i6 and i8 have surpassed 100,000 units [1] - To address production capacity, the i6 model has officially adopted a dual-supplier battery strategy to ensure consistent performance and quality standards [1] - The monthly production capacity for the i6 model is expected to gradually increase to 20,000 units by early next year [1] Group 2: Technology and Upgrades - The OTA 8.1 version is scheduled for release in early December, featuring enhancements such as the VLA driver model optimized through reinforcement learning, new functionalities for AI Li Auto assistant, and 20 experience updates related to smart electric charging and temperature control [1] Group 3: Strategic Development - The Chairman and CEO of Li Auto, Li Xiang, stated that the company is building long-term competitiveness through organizational structure, product layout, and technological innovation, driving the evolution of automobiles towards embodied intelligence [1] - As of the end of November, Li Auto has established 544 retail centers across 157 cities, along with 556 after-sales service and authorized repair centers [1]

Core Points - Xiaomi Auto has launched a new program for purchasing "existing vehicles," which includes "brand new existing vehicles," "official display vehicles," and "quasi-new vehicles" [1] - All "existing vehicles" have passed strict quality inspections and have not been registered before, offering quick delivery and complete factory warranty and after-sales service [1] - Customers who modify or lock their orders by December 26, 2025, are expected to receive their vehicles by the end of 2025, with potential tax subsidies if delivery is delayed into 2026 due to Xiaomi Auto's reasons [1] - The pricing of "existing vehicles" varies based on the condition, version, configuration, and age of each vehicle, leading to differences in discounts [1]