“比较冷”！比亚迪 跌了

Core Viewpoint - The automotive industry in November showed a mixed performance, with some leading companies experiencing a slowdown in sales growth or declines, while others achieved record sales figures [2][16]. Group 1: Sales Performance - BYD's November sales reached 480,186 units, a year-on-year decline of 5.25%, with domestic sales dropping by 26.81% [3][7]. - Other companies like SAIC New Energy and Geely New Energy reported significant growth, with sales increasing by 19.75% and 53.36% respectively [9][12]. - New energy vehicle sales for Geely's Galaxy brand surged by 76% in November, contributing to its overall growth [9][12]. Group 2: New Energy Vehicle Trends - The overall new energy vehicle market is seeing a shift towards higher-end models, with companies like Geely making significant strides in this area [12]. - New entrants like Leap Motor and Xpeng have exceeded their annual delivery targets ahead of schedule, indicating strong market performance [14][15]. Group 3: Market Challenges - The anticipated year-end sales surge, known as the "tailwind" effect, appears to be cooling off, with many companies reporting lower growth rates compared to the previous year [16][17]. - The suspension of vehicle trade-in subsidies in several regions has created uncertainty in the market, affecting new orders and sales expectations [17][18]. Group 4: Future Outlook - Despite current challenges, industry leaders express optimism about long-term market recovery, suggesting that overall demand will stabilize over time [20].