乘联分会·2025-12-02 11:35Core Insights - The article predicts a strong performance in the new energy vehicle (NEV) market for November, driven by year-end purchasing incentives and promotional activities from manufacturers [1][2] - Despite some adjustments in trade-in subsidies causing consumer hesitation, several key manufacturers are expected to achieve record wholesale sales in November [1] - The overall wholesale volume of NEVs is projected to reach 1.72 million units in November, marking a 20% year-on-year increase and a 7% month-on-month increase [2] Market Dynamics - The expiration of the NEV purchase tax exemption policy is expected to intensify market competition as consumers rush to make purchases before the end of the year [1] - Adjustments in trade-in and subsidy policies across various provinces have led to increased consumer caution, impacting the market dynamics [1] - Major manufacturers like Geely, Chery, and Leap Motor are anticipated to achieve historical high sales volumes for NEVs in November [1] Sales Performance - The estimated wholesale sales for November are 1.72 million units, with a year-to-date total of 13.78 million units, reflecting a 29% year-on-year growth [2] - Key manufacturers with significant sales include Li Auto (33,181 units), Geely, and Chery, among others, contributing to the overall market growth [6] - The export of BYD vehicles has also seen a notable increase, contributing to the overall strong performance of NEV sales [1]