November EV report card: Harmony Intelligent Mobility breaks through 80,000 units with a new record high, Xiaomi surpasses 40,000 units again, and cumulative orders for Li Auto i6 and i8 have exceeded 100,000 units.

November EV report card: Harmony Intelligent Mobility breaks through 80,000 units with a new record high, Xiaomi surpasses 40,000 units again, and cumulative orders for Li Auto i6 and i8 have exceeded 100,000 units.

As the year draws to a close, Chinese new energy vehicle companies have started to sprint, but the market landscape has become more differentiated: more than half of the companies have achieved monthly deliveries exceeding 10,000 units, and the leading enterprises' sales advantage has further expanded.

On December 1, the latest preliminary data released show that the new energy vehicle market demonstrated a clear pattern of differentiation during the year-end sprint phase. BYD led with November new energy vehicle sales of 480,200 units, Harmony Intelligence delivered over 80,000 units, ZEEKR and Leapmotor ranked at the forefront with over 60,000 and 70,000 units respectively.

Xiaomi Auto once again achieved monthly deliveries exceeding 40,000 units, and NIO, with a multi-brand strategy, delivered 36,000 units, a year-over-year increase of 76.3%. Li Auto delivered 33,000 units in November, and Chairman Li Xiang revealed that the cumulative orders for the all-electric SUVs Li i6 and i8 have surpassed 100,000 units.

Data also shows that Seres sold 55,203 new energy vehicles in November, a year-over-year increase of 49.84%. Great Wall Motors sold 133,216 vehicles in November, compared to 127,394 in the same period last year; sales of new energy vehicles were 40,113 units.

Multiple companies announced new car launches or facelift plans along with delivery data releases. IM LS9 began national deliveries, Lantu Zhuiguang L will be launched on December 10, Leapmotor plans to hold its 10th anniversary launch event on December 28. Xiaomi Auto announced that "in-stock car selection" will soon begin, and users with locked orders yet to be delivered can reconfigure or lock in their orders by December 26.

Harmony Intelligence leads, three companies deliver over 60,000 units

Data shows that BYD produced 474,200 new energy vehicles in November and sold 480,200 units; cumulative annual output was 4,117,600 units, a year-over-year increase of 7.29%, and cumulative sales were 4,182,000 units, up 11.30% year-over-year.

According to the data, Harmony Intelligence delivered 81,864 units in November, once again setting a new monthly record and firmly maintaining its industry-leading position.

ZEEKR ranked second with 63,902 units, monthly sales continuing to exceed 60,000 units, a year-on-year increase of 7.1%.

Data also shows that ZEEKR's dual brands performed evenly:

ZEEKR brand sold 28,843 units in November; the new model ZEEKR 9X deliveries have exceeded 10,000 units, with an average transaction price per vehicle reaching 538,000 yuan.

Lynk & Co brand sold 35,059 units in November; Lynk & Co 900 exceeded 50,000 deliveries in 6 months since launch, ranking in the top three for high-end full-size hybrid SUVs.

Leapmotor delivered 70,327 units in November, a year-over-year increase of over 75%.

Xiaomi delivers another 40,000 units, "Wei Xiao Li" each exceeds 30,000

According to data from Xiaomi Auto, November deliveries surpassed 40,000 units, continuing a strong growth trend.

Recently, Xiaomi Auto's "in-stock car selection" will soon begin, users with locked orders not yet delivered can reconfigure before December 26, 2025, or lock in their orders. By the end of 2025, buyers can expect: fast delivery, complete factory warranty and after-sales service, with discounts available on some models.

NIO delivered 36,275 new vehicles in November, a year-over-year increase of 76.3%, including 18,393 NIO-branded vehicles, 11,794 LeDao branded vehicles, and 6,088 units of the newly launched Firefly brand. To date, NIO has cumulatively delivered 949,457 new vehicles.

XPeng delivered 36,728 units in November, up 19% year-on-year. From January to November 2025, XPeng delivered a total of 391,937 units, a year-on-year increase of 156%.

Li Auto delivered 33,181 units in November, and as of November 30, cumulative historical deliveries total 1,495,969 units.

Li Xiang, when announcing the delivery data, stated that cumulative orders for the all-electric SUVs Li i6 and i8 have surpassed 100,000 units.

To resolve capacity ramp-up issues on the supply side, Li i6 battery supply has officially adopted a dual-supplier mode, and the company will ensure that both suppliers meet consistent standards for battery performance and quality.

He expects that by early next year, Li i6's monthly production capacity will steadily increase to 20,000 units.

Data also shows that Lantu delivered 20,005 units in November, IM Motors delivered 13,577 units, achieving deliveries above 10,000 for a third consecutive month, while Jishi delivered 1,452 units in November.

Several companies have launched new products or optimized delivery policies at year-end. IM LS9 started nationwide user deliveries, with new car prices ranging from 322,800 to 352,800 yuan.

Lantu Zhuiguang L will be officially launched on December 10. Leapmotor's 10th anniversary release will take place on December 28.

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