November China Auto Delivery Report:NIO Inc. delivered 15,959 vehicles in November, marking a 12.6% (YoY) increase. Cumulative deliveries for January-November reached 142,026 units, representing 33.1% YoY growth.Li Auto reported November deliveries of 41,030 vehicles, surging 172.9% YoY. The company has achieved annual cumulative deliveries of 325,677 units as of November 30, 2023, surpassing its full-year target of 300,000 vehicles ahead of schedule.XPENG Motors delivered 20,041 vehicles in November, showing flat (MoM) performance but a remarkable 245% YoY increase.

November China Auto Delivery Report:NIO Inc. delivered 15,959 vehicles in November, marking a 12.6% (YoY) increase. Cumulative deliveries for January-November reached 142,026 units, representing 33.1% YoY growth.Li Auto reported November deliveries of 41,030 vehicles, surging 172.9% YoY. The company has achieved annual cumulative deliveries of 325,677 units as of November 30, 2023, surpassing its full-year target of 300,000 vehicles ahead of schedule.XPENG Motors delivered 20,041 vehicles in November, showing flat (MoM) performance but a remarkable 245% YoY increase.

November EV Deliveries: Li Auto Hits Annual Target

中金预测 2023 年电车销量呈现前低后高趋势，一季度批发销量预计达到 150 万辆，全年达到 900 万辆，对应全年渗透率达 39%。

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