According to the data of the Federation of Passenger Vehicles, in November 2021, the national sales of new energy passenger vehicles were 378,500 units, an increase of 122.3% year-on-year. The sales of new energy passenger cars in the country continue to grow rapidly. Judging from the sales data released, the sales volume of many new energy vehicle companies increased by more than 100%, hitting a record high. The following is the sales ranking of new energy vehicle manufacturers:
Sales of new energy passenger car companies in November
The number of new energy passenger car companies with monthly sales of 10,000 units reached 12
In November, there were 12 domestic automobile companies with sales of new energy passenger cars exceeding 10,000 units. Among them, BYD Automobile sold 90,142 units in November, an increase of 247.8% year-on-year. From the perspective of sales, BYD Automobile is the only new energy passenger car company with sales of more than 90,000 units this month, and maintains an absolute lead in domestic sales in the field of new energy passenger cars.
SAIC-GM-Wuling and Tesla China both sold more than 30,000 new energy passenger cars in November. Among them, SAIC-GM-Wuling sold 44,157 vehicles, an increase of 18.5% year-on-year; Tesla China sold 31,732 vehicles, an increase of 46.9% year-on-year. But Tesla produced 56,965 units in November, and it's clear that there's still plenty of product for export.
In addition to BYD Automobile and SAIC-GM-Wuling, independent brand passenger car companies such as Great Wall Motor, GAC E-An, Chery Automobile, Geely Automobile, and SAIC Passenger Vehicle have entered the top 10 sales of new energy passenger cars. Among them, Great Wall Motor, GAC Eian and Chery Automobile sold 15,710 units, 14,566 units and 14,422 units respectively, up 35.5%, 101.9% and 88.5% year-on-year, respectively; Geely Automobile and SAIC Motor sold 12,620 units and 11,204 units respectively, an increase of 160.6% and 159.4% year-on-year. According to media reports, SAIC Motor's total new energy deliveries from January to November reached 143,000 units. Up to now, the penetration rate of SAIC's passenger car new energy products has reached 20%. From the perspective of growth rate, SAIC Passenger Cars and Geely Automobile are in the first echelon among the top 10 independent brands that have entered the sales of new energy passenger cars.
The sales of Xiaopeng Automobile and Ideal Automobile once again advanced to the top 10
In terms of new car-making forces, Xiaopeng Automobile and Ideal Automobile both entered the top 10 sales in November. In November, Xiaopeng Automobile sold 15,613 units, an increase of 269.6% year-on-year; Ideal Automobile sold 13,485 units, an increase of 190.2% year-on-year. At the same time, the sales of Weilai Automobile and United Automobile in November also exceeded 10,000 units. In November, NIO sold 10,878 units, up 105.6% year-on-year. From the perspective of sales volume, the sales gap between Weilai Automobile and United Automobile is only a few hundred units. The sales growth rate of Weilai Automobile in recent times has been relatively slow. In addition, there are also zero-run cars and WM motors with monthly sales of more than 5,000 vehicles. In November, Zero-Run Cars and WM Motors sold 5,628 units and 5,027 units respectively.
In November, FAW-Volkswagen and SAIC-Volkswagen were the two largest automakers in the joint venture with the highest sales volume of new energy passenger cars. FAW-Volkswagen sold 9,231 units, up 154.4% year-on-year, while SAIC-Volkswagen sold 8,882 units, up 171% year-on-year. From the perspective of sales volume, the sales of new energy passenger cars of the two Volkswagen-based car companies are second to Tesla China, and comprehensively surpass Xiaopeng Motors, Ideal Automobile, Weilai Automobile and other new car-making enterprises.
In terms of models, saic- and GM-Wuling Hongguang MINI EV is still the highest-selling model in China. In November, Hongguang MINI EV sold 40,395 units, up 22.1% year-on-year. In addition to the Hongguang MINI EV, the Model Y also sold more than 20,000 units this month, reaching 23,117 units. Here are the model sales rankings:
Sales of new energy passenger cars in China in November
Hybrid model sales soared 3 models entered the top 5 sales
Among the top 10 models in terms of sales, BYD Qin PLUS DM-i, BYD Song DM, and Ideal ONE are PHEV (hybrid) or extended-range models. In November, BYD Qin PLUS DM-i sold 18,054 vehicles, ranking third in the ranking; BYD Song DM sold 15,088 vehicles, an increase of 1,235.2% year-on-year, ranking fourth in the ranking; Ideal ONE sold 13,485 vehicles, an increase of 190.2% year-on-year, ranking fifth. If only the top 5 are counted, the proportion of PHEV (hybrid) and extended-range models is as high as 60%. It is believed that with the increase in hybrid models of great wall, Chery and other enterprises, the proportion of hybrid models will increase.
Affected by the sharp increase in the price of lithium battery materials, the supply of lithium iron phosphate batteries is tight. Recently, the media has exposed that the delivery of the P7 480 model of Xiaopeng Automobile has been delayed due to battery supply problems. The tight supply of lithium batteries is obviously unfavorable for the expansion and promotion of new energy vehicle manufacturers. For manufacturers, the development of PHEV (hybrid) with slightly less dependence on batteries at this stage is more conducive to expanding production.
In terms of new car-making forces, in addition to the ideal ONE, Xiaopeng P7, Nezha V, and Xiaopeng G3 have sold more than 5,000 vehicles this month. Among them, Xiaopeng P7 sold 7839 units, an increase of 186.9% year-on-year; Nezha V sold 7,027 units, up 425.6% year-on-year; Xiaopeng G3 sold 5,620 units, up 276.7% year-on-year. Hechuang Also achieved sales of 1,089 units, while the Jinkang Cyrus SF5, which is backed by Huawei, sold 1,446 units.
Among several new brands backed by state-owned enterprises, Landu sold 990 vehicles and Jihu sold 804 vehicles.
Geely Kr 001 sold in 2012 units
In terms of highlights of this month, the sales of Extreme Kr 001, the rapid release of Xiaopeng P5 and the 10-fold increase in sales of SAIC Passenger Car Clavi CLEAR have attracted much attention. Geely Automobile's high-end electric vehicle brand, Extreme Kr, began announcing sales this month. In November, the Extreme Krypton 001 sold in 2012 units. In addition, Xiaopeng Automobile's new model, the Xiaopeng P5, went on the market rapidly, selling 2154 units this month; SAIC Passenger Cars' Clavi CLEAR sales also exceeded 5,000 units, with sales of 5,370 units, an increase of 1052.4% year-on-year. In terms of year-on-year growth, Clavi CLEAR is the fastest-growing car model in the top 50 cars sold in November.