2 1 Shi Ji Jing Ji Bao Dao·2025-12-22 06:04Market Overview - The new energy vehicle (NEV) index rose by 0.14% from December 15 to December 19, outperforming the CSI 300 index by 0.42% [1] - The best-performing sector within the automotive industry was the automotive services and others index, which increased by 2.49% [1] - In the battery-related sector, the power battery recycling index had a modest increase of 0.05% [1] Company Performance - Notable closing prices for NEV companies as of December 19 include: - BAIC Blue Valley: 8.21 CNY [3] - Changan Automobile: 11.75 CNY [3] - BYD: 94.23 CNY [3] - Great Wall Motors: 22.21 CNY [3] - Other companies in the automotive parts sector showed varied performance, with closing prices such as: - Joyson Electronics: 29.68 CNY [5] - Huayu Automotive: 19.94 CNY [5] - In the lithium battery sector, notable companies include: - Contemporary Amperex Technology Co. (CATL): 374.0 CNY [7] - Yiwei Lithium Energy: 68.56 CNY [7] Industry Data - In November, the production of new energy vehicles reached 1,880,000 units, a year-on-year increase of 20% [36] - Cumulative production for the year reached 14,907,000 units, with a year-on-year increase of 31.4% [36] - The wholesale sales of new energy vehicles in November were 1,706,000 units, reflecting an 18.7% year-on-year increase [36] - The penetration rate for wholesale sales was 56.9%, while the retail penetration rate was 59.3% [36] - The total installed capacity of power batteries in November was 93,500 MWh, a year-on-year increase of 39.2% [36] Material Prices - As of December 19, the average price of battery-grade lithium hydroxide was 94,100 CNY/ton, up by 4,500 CNY/ton from December 12 [12] - The average price of battery-grade cobalt sulfate was 92,500 CNY/ton, increasing by 1,000 CNY/ton [14] - The price of lithium hexafluorophosphate remained stable at 180,000 CNY/ton [30] Sales Performance - BYD's sales in November were 480,186 units, with a month-on-month increase of 8.71% but a year-on-year decrease of 5.25% [36] - Leap Motor's delivery volume was 70,327 units, showing a year-on-year increase of 75.08% [36] - Sales figures for other brands in November included: - NIO: 36,275 units, down 10.2% year-on-year [37] - Li Auto: 33,181 units, up 4.45% year-on-year [37]