财联社·2025-12-01 14:53Core Viewpoint - The new energy vehicle market is experiencing varied delivery performances among different manufacturers in November, with some companies showing growth while others face declines in delivery numbers [1][2]. Group 1: Delivery Performance - Leap Motor achieved a record delivery of 70,327 units in November, marking a 75.08% year-on-year increase and a slight 0.05% month-on-month growth, continuing its growth trend for nine consecutive months [2][3]. - Xpeng Motors delivered 36,728 units, reflecting an 18.88% year-on-year increase but a 12.58% month-on-month decline, marking its first monthly drop in six months [3][4]. - NIO delivered 36,275 units, a 76.31% year-on-year increase, but a 10.20% month-on-month decrease, with a strong performance from its new ES8 model expected to boost December deliveries [3][4]. - Li Auto's deliveries were 33,181 units, showing a 31.92% year-on-year decline, continuing a trend of six months of year-on-year decreases [4][5]. Group 2: Future Projections and Strategies - Leap Motor aims to achieve a sales target of 1 million units by 2026, having already completed its annual target of 500,000 units 45 days ahead of schedule [2][3]. - Xpeng Motors is expanding its overseas market presence, with a 95% year-on-year increase in overseas deliveries, totaling 39,773 units from January to November [3][4]. - NIO has set a quarterly delivery guidance of 120,000 to 125,000 units, indicating a need for over 43,000 units in December to meet its targets [4]. - Li Auto is focusing on enhancing its long-term competitiveness through organizational, product, and technological improvements, with a strategic goal to regain its leading position in range-extended products by 2026 [5].