Core Insights - In November, several new energy vehicle companies reported their delivery data, with Leap Motor leading the sales with over 70,000 units delivered, followed by Xiaomi with over 40,000 units [1][4]. Delivery Performance - Leap Motor achieved a monthly delivery of 70,327 units, marking a year-on-year increase of over 75%, and has surpassed 500,000 cumulative sales for the year [4]. - Xiaomi's deliveries exceeded 40,000 units for the third consecutive month, with a total of over 500,000 units delivered since April 2024 [5]. - Xpeng and NIO both delivered over 30,000 units, with Xpeng at 36,728 units and NIO at 36,275 units, reflecting a year-on-year growth of 19% and 76.3% respectively [6][9]. - Li Auto's deliveries fell to 33,181 units, a year-on-year decline of 34.1%, attributed to product line adjustments and increased market competition [10]. Market Trends - The overall retail market for passenger vehicles in China saw a decline of 11% year-on-year in November, with a slight month-on-month decrease of 2% [3]. - The new energy vehicle market maintained growth, but the year-on-year growth rate slowed to 3% [3]. Historical Performance - Zeekr and Lantu both achieved significant milestones, with Zeekr delivering 28,843 units and Lantu surpassing 20,000 units for the first time, marking a historical high [11][12]. - Avita and Zhiji also set new records with deliveries of 14,057 and 13,577 units respectively, showing year-on-year increases of 21% and 35.7% [12]. Financial Performance - Xpeng reported a total revenue of 20.38 billion yuan for the third quarter, a year-on-year increase of 101.8%, with a gross margin of 20.1% [8]. - Leap Motor's financial performance improved significantly, with a revenue of 19.45 billion yuan for the third quarter, a 97.3% increase year-on-year [4].
部分车企11月交付数据丨零跑超7万辆 “小蔚理”均超3万辆
Cai Jing Wang·2025-12-02 23:11