After the month-on-month decline in October, new energy vehicles ushered in a large month-on-month growth in November.
Retail sales of new energy passenger cars reached 378000 in November, up 122.3% from a year earlier and 19.8% from a month earlier, according to the Federation. In November, the retail penetration rate of new energy passenger vehicles in China was 20.8%, which once again exceeded the 20% mark. From January to November, the penetration rate was 13.9%. This year, the penetration rate of new energy vehicles is expected to exceed 15%.
In terms of car sales, in November, BYD's sales hit another record high of more than 90, 000 vehicles, continuing to dominate the list. SAIC GM Wuling sold more than 50, 000 vehicles, winning the runner-up; Tesla's domestic sales exceeded 30, 000, more than doubling from the previous month, ranking third.
It is worth noting that Xiaopeng car sales exceeded 15000, surpassing GAC Ean to become the fifth on the list. Chery, Geely, FAW-Volkswagen and SAIC-Volkswagen were on the list for the first time, ranking seventh, ninth, tenth and 13th respectively.
Due to the expansion of exports to 6115 vehicles, passenger cars fell from the third in October to the 15th in November. Chang'an increased slightly by 3.2% month-on-month, falling from the seventh in October to the 11th in November.
Specifically, BYD sold 90142 vehicles (excluding 404 exports) in November, up 13.6 per cent from the previous month, according to car federation data. BYD's DM-i continued to drive sales of DM models to take off, rising 499.8% year-on-year to 43984 vehicles, while EV hit a record high of 46137 vehicles, up 153.2% from the same period last year.
Han set a new high with sales of 12841 vehicles, of which 10021 were sold as a single model of Han EV. Qin PLUS sales reached 28151, creating a new monthly sales record. Among them, Qin PLUS DM-i sold 18054 vehicles; Qin PLUS EV sold more than 10,000 vehicles for the first time, reaching 10097 vehicles.
Song DM's sales have improved significantly, with sales of 15097 vehicles soaring by 1229.0% compared with the same period last year. Yuan Pro sales of 6521 vehicles, in the small pure electric SUV market still occupies a leading position.
The first mass-produced model based on e-platform 3.0 and the first model of the ocean series, dolphins, sell 8809 units. Song Pro DM-i opened its pre-sale on Nov. 30th, with a cumulative order volume of 18pence 116 on the first day of pre-sale alone, which is expected to drive BYD's sales higher.
SAIC GM Wuling sold 50141 vehicles in November, up 19% from a month earlier, ranking second. SAIC GM Wuling official data show that sales of GSEV models continued to climb, reaching 50141 vehicles in the month, of which Hongguang MINIEV sold 45576 vehicles in November, up 22.1% from a year earlier.
The cumulative sales of GSEV models in the first 11 months of this year have exceeded 380000, accounting for more than 1% of China's new energy market. Since the launch of the first GSEV model, the Baojun E100, in 2017, the overall sales of GSEV models have exceeded 700000, covering more than 333 cities, counties and townships.
Tesla's domestic sales of 31732 vehicles (export 21127) surged 131.2% month-on-month in November, rising one place to third. As of November, the delivery volume of Tesla Shanghai Super Factory had exceeded 400000 vehicles in 2021, reaching 413283 vehicles, an increase of 242% over the same period last year.
Tesla has built more than 30000 super-charging piles in the world. in mainland China alone, more than 1000 super-charging stations and more than 8000 super-charging piles have been opened.
Great Wall Euler ranked fourth in November sales of 15710 vehicles (excluding exports), up 18.7% from a month earlier. Official figures show that Euler sold 16136 vehicles in November, up 39.2% from a year earlier, a record monthly sales, with a cumulative sales of 114102 vehicles from January to November, up 162.2% from a year earlier. The popular model Ola Hao cat sold 8855 units in November, up 12.9% from January to November, with a cumulative sales volume of 40246 units from January to November.
It is worth noting that Euler cars recently caused widespread discussion because of "stolen core change". On December 6, state media publicly "named" Euler cars, pointing out that they had "changed their cores", played word games or were suspected of consumer fraud. In response to this problem, the general manager of Great Wall Euler Automobile said in an interview: "I deeply apologize for the trouble caused to the broad masses of users caused by the problem of Euler's cat chip," and promised to seriously investigate the whole context and properly handle relevant matters to give consumers a satisfactory answer. However, the brand did not give a specific plan to deal with it, but we believe that Great Wall will handle this matter, otherwise it will affect its sales.
Xiaopeng sold 15613 cars in November, delivering more than 10,000 cars a month for three months in a row, up 54 percent from the previous month and 270 percent from the same period last year, ranking fifth on the list of auto companies for the first time. The delivery scale of Xiaopeng's three models on sale, P7, G3i and P5, also hit new highs. Among them, the Xiaopeng P7 delivered 7839 units, an increase of 30% over the previous month; Xiaopeng G3 series products delivered 5620 units, an increase of 54% over the previous month; and the Xiaopeng P5, which launched large-scale delivery in October, delivered 2154 units.
GAC Ean, which ranks sixth, sold 15035 vehicles in November, up 24.6 per cent from a month earlier. At the same time, the cumulative terminal sales from January to November reached nearly 107000 vehicles, achieving the annual sales target of 100000 vehicles ahead of schedule.
On November 29, the curtain of GAC-EAN mixed reform officially kicked off! Feng Xingya, general manager of GAC GROUP, said during the Guangzhou auto show that "in 2022, Eian will fully complete the mixed reform and choose the opportunity to be listed on the market." At present, the draft of the employee stock ownership plan has been done internally and is waiting for approval. " Before the end of this year, GAC Ean will identify the first batch of strategic investors to achieve round A financing. GAC Ean is expected to complete employee stock ownership in the first quarter of next year, and the introduction of round B investment is also expected to start in the second half of the year.
Chery made the list for the first time, ranking seventh in November with sales of 14482 vehicles (car federation data). The surge in sales was mainly due to the hot sales of Chery's Little Ant models.
Chery's other A00-class car, Chery QQ ice cream, went on sale on Oct. 25, with a pre-price range of RMB2.99-43900. The direct competitor is Hongguang MINIEV. Within 24 hours of pre-sale, orders for QQ ice cream had reached 15624 units, according to Chery's official release. The car will go on sale at the end of December, and we expect it to become a "popular" model like the Hongguang MINIEV.
Ideal car, which ranked eighth, sold 13485 vehicles in November, up 76.3 per cent from the previous month. From January to November 2021, the total delivery volume of ideal cars will reach 76404. Since delivery, the cumulative delivery volume of the ideal ONE has reached 110001 vehicles.
Ideal car said at the 2021 quarterly report conference call that the ideal X01, the second new car, will be a full-size SUV model, which is also the first full-size luxury extended-range SUV, in China, which will be released in the second quarter of next year and will begin delivery in the third quarter of next year.
With the launch and delivery of new models, sales of ideal cars will hit a new high.
Geely Motor and SAIC Volkswagen, which ranked ninth and tenth, were on the list for the first time. Geely car sales of 12620 vehicles, mainly due to Geely Geometry A Pro, Geometry C, Kung Fu Niu and other models sold. As of November this year, Geely sold a total of 81313 new energy products, an increase of 33 per cent over the same period last year.
In addition, at the "Smart Geely 2025" event held on November 4, Geely announced that Geely Automotive Group brands will launch more than 25 new smart new energy products in the next five years. Among them, geometric brands have launched more than 5 brand-new products created by pure electricity architecture (including vast architecture) one after another from 2022.
At the same time, Geely launched the global power technology brand, Raytheon Power. At present, the first hybrid model with Raytheon Hi X hybrid platform, Xingyue L Raytheon Hi X, has been unveiled at Guangzhou Auto Show and is expected to go on sale in late December.
SAIC-Volkswagen and FAW-Volkswagen sold more than 10,000 vehicles in November, and their sales soared due to the hot sales of ID series electric cars. According to the data, Volkswagen ID. The family delivered 14167 vehicles in the Chinese market in November, up 11.2 per cent from a month earlier. This is the Volkswagen ID. after breaking 10,000 for the first time in September this year. The family has sold more than 10,000 for three months in a row.
In March, Volkswagen delivered two domestic ID.4 models in the Chinese market. A month later, two flagship models, the ID.6 X and ID.6 CROZZ, were launched, followed by three Volkswagen ID.3, ID.5 and ID.5 GTX models. Among them, the SAIC Volkswagen ID.3, which went on sale in October, sold more than 1, 000 units in just two weeks.
With the help of Volkswagen MEB pure electric platform, ID. Family new cars are on the market intensively, and in less than a year, a number of models focusing on different market segments have been rolled out one after another, rapidly achieving large-scale delivery, which is also the "secret weapon" of its rising sales.
Changan New Energy, which fell from seventh in October to 11th in November, sold 11279 vehicles in November, up 3.2% from a month earlier. Lulai broke 10,000 again in November, ranking 12th on the list, and Naha ranked 14th for the first time.
SAIC's domestic sales of passenger cars, which fell from third in October to 15th in October, fell 65% from the previous month, due to the expansion of exports to 6110 in November.
Written in the end: according to the list of TOP15 car companies, with the exception of SAIC's domestic passenger car sales of less than 10,000 vehicles, the other 14 companies have successfully entered the 10,000 car club. While the sales of the new forces of car building continue to rise, traditional car companies are also gradually making efforts, such as Chery, Geely, North and South Volkswagen's sales of more than 10,000 vehicles for the first time. The competition in the new energy vehicle market is becoming more and more fierce!
