11月车企产销“揭榜”? 吉利汽车增速领先

Core Insights - In November, the automotive market showed a clear differentiation among leading manufacturers, with Geely Automotive leading in sales growth, while overseas markets emerged as a crucial growth driver for new energy vehicles [1][2] Group 1: Sales Performance - BYD maintained the top position with a monthly sales volume of 480,000 units, despite a slight year-on-year decline, accumulating 4.182 million units for the year, reflecting an 11.3% growth [1] - Geely Automotive achieved a monthly sales volume of 310,000 units, marking a 24% year-on-year increase and a cumulative growth of 42% for the year, leading among mainstream manufacturers [1] - SAIC Group's total sales decreased by nearly 4% in November, but its sub-brand Maxus saw an impressive 81.28% year-on-year increase, while Zhiji Automotive's sales grew by 34.34% [1] Group 2: Brand Performance - Geely's Galaxy brand experienced a remarkable 76% year-on-year increase in monthly sales, contributing significantly to the overall growth [1] - Great Wall Motors reported approximately 130,000 units sold in November, with its WEY brand achieving around 80% year-on-year growth and a cumulative increase of 93.94% [2] - Geely's high-end brand Zeekr also saw a 7% year-on-year increase in monthly sales, nearing a cumulative total of 200,000 units [2] Group 3: International Expansion - Many automotive companies are expanding their overseas operations, which have become important growth points; for instance, SAIC Group's exports and overseas sales increased by 13.87% year-on-year, while Geely's exports rose by 22% [2] Group 4: Strategic Developments - SAIC Group announced the establishment of a partnership to enhance its smart electric vehicle ecosystem, with an initial fund size of 1.09 billion yuan, where SAIC's subsidiary will contribute 270 million yuan [2] - The partnership involves several investment firms focusing on hard technology and health consumption sectors, emphasizing innovation and product upgrades [2]