Core Insights - The sales data for November reveals a significant market differentiation among new energy vehicle manufacturers, with some brands achieving record sales while others decline sharply [1][8] Group 1: Sales Performance - Leap Motor continues to lead the new energy vehicle segment with 70,327 units delivered, marking nine consecutive months at the top [1] - Hongmeng Zhixing achieved a record high of 81,864 units sold in November, showcasing strong growth [1] - Zeekr's sales reached 63,902 units, reflecting a month-on-month increase of 3.68% [2] - NIO and Xpeng both fell below the 40,000 unit mark, with NIO delivering 36,275 units and Xpeng 36,728 units, indicating a downward trend [5][7] Group 2: Brand Analysis - The growth of Zeekr (34.64%) masks the decline of Lynk & Co, which saw a 13.8% drop in sales from October to November [3] - Ideal Auto delivered 33,181 units, showing a slight month-on-month increase of 4.45% but a year-on-year decline of 31.92% [6] - The performance of Li Auto, Lantu, and Avita indicates that they are currently below 60% of their sales targets for the fourth quarter [8] Group 3: Market Trends - The overall market for passenger vehicles in China saw a decline, with retail sales dropping 11% year-on-year in November [8] - The reduction in government subsidies since October has led to a noticeable decrease in demand across the industry [8] - The sales targets for the top three new energy vehicle manufacturers (Li Auto, Lantu, and Avita) are under scrutiny as they strive to meet their fourth-quarter delivery goals [8]

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。 ...

随着第四季度进入最后一个月，年度业绩冲刺的决战时刻已然到来。蔚来将冲刺的核心动能，明确地押 注于其旗舰车型——全新ES8之上。这款集蔚来最新智能、电动、舒适技术于一身的车型，自上市以来 便持续获得市场的高度认可。 根据公司最新信息，全新ES8的新增订单储备持续稳定增长，市场需求旺盛。这不仅是产品力的直接证 明，更反映了在高端纯电SUV市场，消费者对技术领先、体验卓越产品的渴求并未因市场大盘的波动而 减弱。为满足强劲的市场需求，全力冲刺年度目标，蔚来的供应链与生产体系已开足马力，12月，全新 ES8的生产与交付节奏将迎来全面、大幅度的加速。 蔚来公司正式公布最新月销量数据，11月蔚来交付新车36275台，同比增长76.3%。其中，蔚来品牌交 付新车18393台；乐道品牌交付新车11794台；firefly萤火虫品牌交付新车6088台。自今年8月以来，蔚来 公司交付量已连续四个月交付超过3万，firefly萤火虫品牌交付量连续四个月创新高。截至目前，蔚来公 司已累计交付新车949457台。其中，蔚来品牌累计交付新车797712台；乐道品牌累计交付新车119415 台；firefly萤火虫品牌累计交付新车32330 ...

XPeng, NIO, and Li Auto delivered a combined 106,184 vehicles in November, up about 6% year over year. ...

转自：新华财经 编辑：王媛媛 新华财经北京12月1日电 2025年11月，蔚来公司交付新车36,275台，同比增长76.3%。其中，蔚来品牌 交付新车18,393台；乐道品牌交付新车11,794台；firefly萤火虫品牌交付新车6,088台。截至目前，蔚来 公司已累计交付新车949,457台。其中，蔚来品牌累计交付新车797,712台；乐道品牌累计交付新车 119,415台；firefly萤火虫品牌累计交付新车32,330台。 蔚来品牌交付量连续四个月增长，乐道品牌交付同比增长132.1%，firefly萤火虫品牌交付量连续四个月 创历史新高。蔚来全新ES8新增订单持续稳定增长，12月生产交付将进一步大幅加速，助推蔚来公司12 月交付量冲刺历史新高。 ...

Core Insights - NIO delivered 36,275 new vehicles in November 2025, representing a year-on-year increase of 76.3% [1] - Cumulative deliveries reached 949,457 vehicles, with the NIO brand accounting for 797,712 units [1] Delivery Performance - NIO brand delivered 18,393 vehicles in November, while the Ladao brand delivered 11,794 vehicles and the Firefly brand delivered 6,088 vehicles [1] - The Ladao brand saw a year-on-year delivery increase of 132.1% [1] - The Firefly brand achieved a record high in deliveries for four consecutive months [1] Future Outlook - The new ES8 model has seen a stable increase in new orders, with production and delivery expected to accelerate significantly in December [1] - This acceleration is anticipated to help NIO achieve a record high in deliveries for December [1]

Core Insights - NIO Inc. reported a strong delivery performance in November 2025, with a total of 36,275 vehicles delivered, representing a year-on-year growth of 76.3% [2] - Cumulative deliveries reached 949,457 units, nearing the milestone of one million deliveries [2] Brand Performance - NIO brand delivered 18,393 vehicles, marking four consecutive months of growth [2] - The Ladao brand saw a significant increase with 11,794 units delivered, reflecting a year-on-year growth of 132.1% [2] - Firefly brand delivered 6,088 vehicles, achieving a historical high for four consecutive months [2] - Cumulative deliveries for NIO brand reached 797,712 units, Ladao brand at 119,415 units, and Firefly brand at 32,330 units, showcasing effective brand positioning [2] Model Highlights - The new ES8 model achieved a record of 20,000 units delivered within 70 days since its launch on September 21, setting a record for electric vehicles priced above 400,000 yuan [4] - The ES6 model reached a milestone of 300,000 units delivered, becoming the first model in the over 300,000 yuan electric vehicle market to achieve this [4] - Ladao brand's flagship model, Ladao L90, has delivered 39,319 units in four months, maintaining a stable average transaction price of 260,000 yuan [4] - The Ladao L90 Black Knight special edition has been launched, with a purchase price of 306,800 yuan, and a battery rental option bringing the price down to 220,800 yuan [4] Expansion and Market Strategy - Firefly brand continues to lead in the high-end small car market, achieving a delivery milestone of 30,000 units [5] - The brand is expanding its presence internationally, having entered markets in the Netherlands, Norway, and Belgium, with plans to expand to 17 countries including the US and Southeast Asia [5]

Core Insights - NIO Inc. delivered 36,275 vehicles in November 2025, representing a year-on-year increase of 76.3% [1] - Cumulative vehicle deliveries reached 949,457 units, with the NIO brand accounting for 797,712 units [1] Delivery Performance - NIO brand delivered 18,393 vehicles in November 2025, while the Ladao brand delivered 11,794 vehicles, and the Firefly brand delivered 6,088 vehicles [1] - Ladao brand deliveries increased by 132.1% year-on-year, and Firefly brand deliveries reached a historical high for four consecutive months [1] Future Outlook - The new ES8 model has seen a stable increase in new orders, with production and delivery expected to accelerate significantly in December, aiming for a record high in deliveries [1]

Core Viewpoint - NIO Inc. reported a significant increase in vehicle deliveries for November 2025, with a total of 36,275 units delivered, representing a year-on-year growth of 76.3% [1] Delivery Performance - NIO brand delivered 18,393 vehicles - Ladao brand delivered 11,794 vehicles - Firefly brand delivered 6,088 vehicles - Cumulative deliveries reached 949,457 units, with NIO brand at 797,712 units, Ladao brand at 119,415 units, and Firefly brand at 32,330 units [1][1][1] Growth Trends - NIO brand deliveries have increased for four consecutive months - Ladao brand deliveries saw a year-on-year growth of 132.1% - Firefly brand deliveries reached a historical high for four consecutive months [1][1][1] Future Outlook - The new ES8 model has seen a stable increase in new orders - Production and delivery in December are expected to accelerate significantly, aiming for a record high in deliveries for the month [1][1]

11月，蔚来品牌交付量连续四个月增长，乐道品牌交付同比增长132.1%，firefly萤火虫品牌交付量连续 四个月创历史新高。 北京商报讯(记者蔺雨葳)12月1日，蔚来公司发布的数据显示，11月，蔚来交付新车36275辆，同比增长 76.3%。其中，蔚来品牌交付新车18393辆；乐道品牌交付新车11794辆；firefly萤火虫品牌交付新车 6088辆。 ...