数说新能源·2025-12-10 04:22Industry & New Energy Production - In November, the automotive industry saw production and sales growth both year-on-year and month-on-month, with production figures of 3.106 million and 2.998 million units, representing a year-on-year increase of 3.0% and 2.3% respectively. The wholesale of new energy vehicles increased by 18.7%, with a penetration rate of 58.6% [1]. Export Situation - The automotive export in November showed stable growth both year-on-year and month-on-month, with a total of 604,000 units exported, marking a year-on-year increase of 52.4%. BYD's exports reached 128,000 units, reflecting a significant year-on-year growth of 59.9% [2]. Company Focus - The focus for main engine manufacturers is on battery cell procurement, balancing performance and cost [4]. Market Expansion - BYD is intensifying its efforts in Southeast Asia, while CATL is experiencing growth in the energy storage market that surpasses that of the power market [8].