Xiaomi 22,050, Xpeng 30,895, Geely 122,453, BYD 504,003

In November, China’s EV market was mostly up, with Li Auto and Nio being exceptions. Xpeng grew by about 30%, Geely by 13%, Xiaomi by 6%, and BYD remained nearly flat, with a 0.7% rise compared with October.

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All delivery data come from company filings, which are reported on the first of each month. Xiaomi is the exception as it provides only vague numbers such as “20,000+” units; thus, China EV DataTracker provides the estimated delivery numbers. Sales numbers are wholesale, thus including export, if there is any.

All data show sales of new energy vehicles (NEVs). NEV is a Chinese government term for BEV (battery electric vehicle), PHEV (plug-in electric vehicle), and FCEV (fuel-cell electric vehicle). FCEV (hydrogen) sales are almost non-existent in China.

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Sales leaderboard

BYD sold 504,003 passenger NEVs, up 0.7% from 500,526 units the month before and up 67.2% from 301,378 in the previous year.

In 2024 (Jan-Nov), the company sold 3,740,930 passenger NEVs, up 40% from the same period last. BYD’s official sales target for 2024 is 3.6 million. CarNewsChina expects BYD to deliver 4.35 million vehicles in 2024.

BYD sold 198,065 passenger BEVs in November, up 4.5% from the previous month. PHEV sales decreased 1.6% to 305.938 units.

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In 2024, the gap between BEV and PHEV sales was widening. In December 2023, the BEVs accounted for 56.1% of BYD sales, while in October 2024, it was only 37.9%, and PHEV sales rose to 60.7%.

In November, BEV’s share of BYD sales rose slightly to 39.3%, while PHEV sales decreased to 60.7% as the gap stopped widening.

BYD stopped selling ICE-only vehicles in 2022.

BYD sales data include all its brands – Denza, Fang Cheng Bao, and Yangwang.

Yangwang, the most premium BYD brand, delivered only 302 vehicles in November, continuing the sales decrease from March. Yangwang U8 off-road EREV SUV sold 278 units, while the U9 all-electric supercar sold 24 units.

Fang Cheng Bao, positioned right under Yangwang, sold 8,521 vehicles in November, up 41.4% from 6,026 in October.

Denza, the former joint venture between Mercedes-Benz and BYD, sold 10,002 vehicles in November, up 7.2% from October and down 15.6%from last year.

Geely Auto got second spot with 122,453 sold NEVs, up 12.6% from 108,722 in October and 88.3% from 65,034 units the previous year.

Geely Auto NEV sales include its main brand and series Zeekr, Lynk&Co, and Geely and Geely Galaxy.

Zeekr posted record-breaking deliveries of 27,011 units, up 7.8% from 25,049 in October and 106.1% from 13,104 units the previous year.

Changan got the third spot with 100,000 NEV sales, up 17.6% from 85,000 units in October. Data posted by Changan are most likely rounded, despite being it explicitly said by the company.

Changan sales include its brands Avatr, Deepa, and Qiyuan.

Avatr sold 11,579 EVs, up 15.% from 10,056 in October.

Deepal achieved record-breaking sales of 36,026 units in November 2024, a 29.3% increase from 27,862 units in October and a 123.0% rise from 16,157 units in the same month last year.

Li Auto reported deliveries of 48,740 units in November 2024, down 5.3% from 51,443 in October but up 18.8% from 41,030 units in the same month last year.

GAC Aion sold 42,301 units in November 2024, a 5.6% increase from 40,052 in October and a 1.8% rise compared to 41,567 units in the same month last year.

HIMA reported sales of 41,931 units in November 2024, a slight increase of 0.7% from 41,643 in October.

HIMA is Huawei’s EV alliance, including brands Aito, Luxeed, Stelato, and Maextro.

Stellantis-backed Leapmotor achieved record-breaking sales of 40,169 NEVs in November 2024, marking a 5.2% increase from 38,177 units in October and a 117.0% surge from 18,508 units in the same month last year.

Great Wall Motor reported NEV sales of 35,999 units in November 2024, up 12.4% from 32,039 units in October and 15.2% from 31,248 units a year earlier.

Great Wall Motor sales include brands Haval, Wey, Tank, and Ora.

Volkswagen-backed Xpeng reported sales of 30,895 units in November 2024, up 29.2% from 23,917 units in October and 54.2% from 20,041 units a year earlier.

Xpeng sales include its series Mona, which delivered over 10,000 units in November, according to Xpeng. Mona currently sells only one car, a Tesla Model 3 competitor, the Mona M03 sedan, which was launched in August.

Xiaomi posted sales of 20,000+ units of its only model, SU7. According to China EV DataTracker, November deliveries were 21,955 units, which translates to a 6.1% growth from 20,700 units in October.

Xiaomi started deliveries of the Xiaomi SU7 sedan in March. Its second car, an electric SUV, will be unveiled in early 2025.

Nio reported global EV sales of 20,575 units in November 2024, a slight decrease of 1.9% compared to 20,976 units in October but up 28.9% from 15,959 units last year.

Nio sales include the sales of its entry-level brand Onvo.

Nio brand delivered 15,493 EVs in November, down 2.9% from 15,959 units last year and 7% down from October. Onvo delivered 5,082 EVs, up 17.7% from 4,319 units in October.

Last week, Onvo president Alan Ai affirmed the delivery target for December to be over 10,000 units. To reach this target, Onvo would need to grow its sales by nearly 100% month-over-month.

Onvo’s only model is the L60 SUV, which was launched in September in China as a Tesla Model Y competitor. It starts at 206,900 yuan (28,580 USD) for a 60 kWh version equipped with a BYD blade battery, Nvidia Drive Orin chip, and 240 kW rear motor (322 hp). The dimensions are (L/W/H) 4828/1930/1616 mm, and the wheelbase is 2950 mm.

SAIC-VW, Volkswagen’s Chinese joint venture with Shanghai Auto, sold 14,360 NEVs under the ID. series in November, mostly flat from 14,286 units in October.

Baidu-Geely venture Jiyue sold 2,485 EVs, down 20% from 3,107 in October.