Deliveries
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Zeekr delivers 11,011 units in Nov, 2nd straight month above 10,000 units
Since deliveries of its first model, the Zeekr 001, began last October, Zeekr has accumulated 66,611 deliveries.
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Xpeng earnings call: Dec deliveries expected to rebound significantly
Xpeng management expects November deliveries to be no less than 5,800 units, hinting that December deliveries are expected to rebound to around 10,000 units.
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China NEV insurance registrations in 4th week of Nov: BYD 38,480, Tesla 16,121, Nio 3,759
Nio vehicles registered 3,759 insurance units in the fourth week of November, compared to 2,852, 3,124 and 3,325 units in the previous three weeks.
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Li Auto faces delivery delays due to core parts supply issues
Deliveries of the Li L9 Max are expected to be delayed by one week and the Li L8 Pro by 2-3 weeks.
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China Nov retail sales of NEVs expected to be 600,000 units, CPCA says
In terms of retail sales, the penetration rate of NEVs in China is expected to be about 32.3 percent in November. This is a new historical record.
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China NEV insurance registrations in 3rd week of Nov: BYD 44,874, Tesla 14,366, Nio 3,325
Li Auto vehicles had 3,023 insurance registrations for the week, and Xpeng had 1,173.
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Nio operational issues hinder sales, but the worse may finally be over, says Deutsche Bank
Edison Yu's team predicts Nio will deliver 13,500 units in November and 19,500 units in December.
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Zeekr's cumulative deliveries exceed 60,000 units
The latest information means that Zeekr has delivered 4,400 vehicles so far this month.
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China NEV insurance registrations in 2nd week of Nov: BYD 40,721, Tesla 13,939, Nio 3,124
Li Auto vehicles had 3,154 insurance registrations for the week, up from 2,224 in the first week. Xpeng was 1,107, essentially unchanged from 1,115 in the first week.
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Oct sales of major EV makers: Deliveries vs insurance registrations
Nio vehicles had 9,806 insurance registrations and 10,059 deliveries in October.
