As the year-end approaches, Chinese new energy vehicle companies are starting to sprint, but the landscape has become differentiated: more than half of the companies have achieved monthly delivery volumes exceeding 10,000, and the leading companies have further widened their sales advantages.
On December 1st, the latest preliminary data showed a clear differentiation in the new energy vehicle market during the year-end sprint phase. BYD led the way with 480,200 new energy vehicle sales in November, Hongmeng Zhixing delivered over 80,000 units, while ZEEKR Technology and Leapmotor ranked high with over 60,000 and 70,000 units respectively.
Xiaomi Auto once again achieved monthly deliveries exceeding 40,000 units, while NIO delivered 36,000 units, achieving a year-on-year growth of 76.3% thanks to its multi-brand strategy. Li Auto delivered 33,000 units in November, and Chairman Li Xiang disclosed that the cumulative orders for the two pure electric SUVs, Li Xiang i6 and i8, have surpassed 100,000 units.
Data also showed that Seres sold 55,203 new energy vehicles in November, a year-on-year increase of 49.84%. Great Wall Motors sold 133,216 vehicles in November, compared to 127,394 units in the same period last year; November new energy vehicle sales were 40,113 units.
Several companies announced new vehicle launches or facelift plans simultaneously with the delivery data. IM Motors LS9 has started nationwide deliveries, Voyah Zhaiguang L will be launched on December 10th, and Leapmotor plans to hold its 10th anniversary press conference on December 28th. Xiaomi Auto announced that &#34;immediate vehicle selection&#34; will soon begin, and users with locked orders that have not yet been delivered can modify their configurations or lock orders before December 26th.
<h2>Hongmeng Zhixing Leads, Three Companies Deliver Over 60,000</h2>
Data shows that BYD produced 474,200 new energy vehicles in November and sold 480,200 units; the cumulative production for the year reached 4,117,600 units, with a year-on-year increase of 7.29%, and cumulative sales reached 4,182,000 units, with a year-on-year increase of 11.30%.
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The data shows that Hongmeng Zhixing delivered 81,864 units in November, setting a new monthly record and continuing to hold the top position in the industry.
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ZEEKR Technology ranked second with 63,902 units, maintaining monthly sales above 60,000, a year-on-year increase of 7.1%.
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Data also showed that ZEEKR Technology's dual brands performed well:
<blockquote>
ZEEKR brand sold 28,843 units in November, with the new model ZEEKR 9X delivering over 10,000 units, and the average transaction price reaching 538,000 yuan.
Lynk &amp; Co brand sold 35,059 units in November, with the Lynk &amp; Co 900 surpassing 50,000 units in deliveries within six months of its launch, ranking among the top three in the high-end full-size hybrid SUV segment
Leapmotor's November deliveries reached 70,327 units, a year-on-year increase of over 75%.
</blockquote>
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<h2>Xiaomi's deliveries exceed 40,000 again, while &#34;Wei Xiao Li&#34; all surpass 30,000</h2>
Xiaomi Automobile data shows that the delivery volume in November exceeded 40,000 units, continuing to maintain a strong growth momentum.
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Recently, Xiaomi Automobile's &#34;on-site selection&#34; will soon be launched, and users who have locked orders but not yet delivered can modify their orders or lock orders before December 26, 2025, 24:00. It is expected that vehicles can be picked up before the end of 2025, enjoying: fast delivery, complete original factory warranty and after-sales service, with discounts available for some models.
NIO Inc. delivered 36,275 new vehicles in November, a year-on-year increase of 76.3%. Among them, NIO brand delivered 18,393 units, the Lada brand delivered 11,794 units, and the newly launched firefly brand delivered 6,088 units. As of now, NIO Inc. has cumulatively delivered 949,457 new vehicles.
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XPeng delivered 36,728 units in November, a year-on-year increase of 19%. From January to November 2025, XPeng's cumulative deliveries reached 391,937 units, a year-on-year increase of 156%.
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Li Auto delivered 33,181 units in November, and as of November 30, the historical cumulative delivery volume reached 1,495,969 units.
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When announcing the delivery data, Li Xiang stated that the cumulative orders for the Li Auto i6 and i8 pure electric SUVs have exceeded 100,000 units.
To address the supply-side capacity ramp-up issue, the battery supply for the Li Auto i6 officially adopted a dual-supplier model, ensuring that the battery performance and quality standards of both suppliers are consistent.
He expects that by early next year, the monthly production capacity of the Li Auto i6 will steadily increase to 20,000 units.
Data also shows that Voyah delivered 20,005 units in November, IM Motors delivered 13,577 units, achieving over 10,000 units for three consecutive months. ZEEKR delivered 1,452 units in November.
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Many companies are launching new products or optimizing delivery policies at the end of the year. IM Motors LS9 has started nationwide user deliveries, with a price range of 322,800 to 352,800 yuan.
Voyah Zhaiguang L will officially launch on December 10. Leapmotor's 10th anniversary press conference is scheduled for December 28

BYD's new energy vehicle sales in November reached 480,200 units, leading the market, while Hongmeng Zhixing achieved a record high with over 80,000 units. ZEEKR and Leapmotor delivered over 60,000 and 70,000 units, respectively. Xiaomi surpassed 40,000 units again and launched on-site vehicle selection. NIO's multi-brand strategy delivered 36,000 units, a year-on-year increase of 76.3%. Li Auto delivered 33,000 units, with orders for the new i6 and i8 exceeding 100,000. IM Motors achieved over 10,000 deliveries for three consecutive months

- As the year-end approaches, China's new energy vehicle market shows significant differentiation, with over half of the companies achieving monthly deliveries exceeding 10,000 units.  
- BYD leads with 480,200 units sold in November, followed by Hongmeng Zhixing with over 81,000 units, and Zeekr and Leap Motor with over 60,000 and 70,000 units, respectively.  
- Several companies announced new vehicle launches and delivery policy optimizations, including the nationwide delivery of the Zhiji LS9 and the upcoming launch of the Lantu Zhaiguang L on December 10.

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