Both Hongmeng Smart Mobility and Leapmotor reached new highs. Xiaomi's monthly sales continuously exceeded those of NIO, XPENG, and Li Auto. The ranking in the auto market has undergone a major reshuffle.

The sales report for November is out, and the differentiation among car companies is intensifying.

According to a report from CheDongXi on December 1st, major car companies have successively released their sales and delivery reports for November 2025, with many highlights.

1. Hongmeng Zhixing achieved a new monthly delivery record, delivering 81,900 new vehicles in November, which is 40,000 more than the same period last year. Among them, the Zhijie brand delivered over 10,000 vehicles for two consecutive months.

2. Leapmotor continued to break monthly sales records, exceeding 70,000 vehicles for two consecutive months. In November, it delivered 70,300 vehicles, a year - on - year increase of over 75%, and has maintained growth for nine consecutive months.

3. Xiaomi's delivery volume exceeded 40,000 vehicles for three consecutive months. According to Lei Jun's previous estimate, Xiaomi Auto is expected to deliver over 400,000 vehicles in 2025.

4. "WeiXiaLi" (NIO, XPeng, and Li Auto) are on the same starting line, with delivery volumes all exceeding 30,000 in November. Among them, XPeng delivered 36,700 vehicles, 5,285 fewer than last month; NIO delivered 36,300 vehicles, 4,122 fewer than last month; and Li Auto delivered 33,200 vehicles, 1,414 more than last month.

5. The second - tier new - energy vehicle startups have all set new records. Landaulette's monthly delivery volume exceeded 20,000 vehicles for the first time. IM Motors' sales reached 13,600 in November, a new high. Avita also refreshed its historical record, with sales reaching 14,000 in November.

6. BYD sold 480,200 vehicles, exceeding its production by 6,000 vehicles. Its export sales exceeded 130,000 vehicles, and its cumulative sales this year have exceeded 4.18 million vehicles. Great Wall Motors' sales reached 133,200 in November, a year - on - year increase of 4.57%.

7. Geely's monthly sales also reached 300,000. It sold 310,000 vehicles in November, a year - on - year increase of 24%. Its cumulative sales this year have reached 2.7878 million vehicles, a year - on - year increase of 42%. Among them, the cumulative sales of new - energy models this year have exceeded 1.53 million vehicles, accounting for 55%.

▲Sales of some domestic car groups and new - energy vehicle brands in November 2025

The year - end sales battle among car companies has officially begun, and there are still many variables in the last month of this year.

01.

Hongmeng Zhixing delivered 80,000 vehicles

Nearly 40,000 more than the same period last year

In the past month, the ranking of delivery volumes among new - energy vehicle brands has changed frequently.

Calculated by the dimension of car companies/ecological alliances, in November this year, Hongmeng Zhixing led in terms of delivery volume, with monthly sales exceeding 80,000 for the first time, delivering 81,900 new vehicles and setting a new historical high for two consecutive months.

▲Hongmeng Zhixing's delivery volume in November

In comparison, Hongmeng Zhixing's delivery volume in this period increased by 89.61% year - on - year, with 39,900 more vehicles delivered than the same period last year. It increased by 20% month - on - month, with 13,700 more vehicles delivered than last month.

The growth of delivery volume is closely related to the expansion of the product matrix.

Through five brands, Wenjie, Zhijie, Xiangjie, Zunjie, and Shangjie, Hongmeng Zhixing's product matrix has achieved full coverage of the price range from 150,000 to 1 million yuan, precisely meeting diverse needs.

Meanwhile, the main models of Hongmeng Zhixing performed strongly. As the main sales force of Hongmeng Zhixing, Wenjie Auto had an impressive delivery volume. Just 200 days after the launch of the Wenjie M8, 120,000 vehicles were delivered. Simply calculated, the average daily delivery was 600 vehicles.

The Zhijie brand officially announced that its delivery volume in November exceeded 10,000 even before the month ended. The Xiangjie brand also launched a facelifted Xiangjie S9 in November, intensifying its impact on the traditional luxury car market.

▲Zhijie brand's delivery volume of Hongmeng Zhixing in November

With the coordinated efforts of new models of each brand, Hongmeng Zhixing has also extended the deadline for the year - end purchase tax subsidy for its models, and the year - end delivery volume is promising.

02.

Leapmotor delivered over 70,000 vehicles again

ZEEKR Technology sold over 60,000 vehicles

Leapmotor's delivery volume in November reached 70,300 vehicles, a year - on - year increase of over 75%, and it has remained at the level of 70,000 vehicles for two consecutive months.

▲Leapmotor's delivery volume in November

The growth momentum comes from two aspects: First, cost - effective models such as the T03, B10, B01, C01, C10, C11, and C16 continue to gain popularity; Second, Leapmotor not only focuses on the domestic mainstream automotive market but also actively explores new overseas markets to seek growth, injecting continuous impetus into the growth of delivery volume.

In addition, Leapmotor has a number of new models about to be launched. The sports coupe Leapmotor Lafa5 was officially launched at the end of November, with a starting price of 92,800 yuan, meeting users' personalized needs and will further contribute to the delivery volume this month.

Meanwhile, the flagship SUV D19 is about to be launched, and these new - model launches continue to heat up the market.

▲Leapmotor D19

Closely following Leapmotor's delivery volume in November is ZEEKR Technology Group. Its sales in November this year were 63,902 vehicles, a year - on - year increase of 7.1% and a month - on - month increase of 3.7%. Among them, the ZEEKR brand sold 28,800 vehicles in November, and the Lynk & Co brand sold 35,100 vehicles in November.

▲ZEEKR Technology's delivery volume in November

03.

Xiaomi's delivery volume exceeded 40,000 for three consecutive months

May deliver over 400,000 vehicles throughout the year

Xiaomi Auto's performance in the past month has still been very stable. In November 2025, its delivery volume continued to exceed 40,000 vehicles. After September and October, it reached the level of over 40,000 for the third consecutive month.

▲Xiaomi Auto's sales in November

On November 18th this year, Lu Weibing, a partner and the president of Xiaomi Group, revealed in an earnings conference call that Xiaomi Auto was expected to complete its annual delivery target of 350,000 vehicles that week.

Lei Jun revealed that Xiaomi Auto is expected to deliver over 400,000 vehicles throughout 2025.

▲The 500,000th Xiaomi Auto rolled off the production line

Correspondingly, Xiaomi Auto has also introduced an in - stock car purchase policy. For users who have locked in orders but have not received their cars, they can be given priority to change to in - stock cars of the same type (brand - new in - stock cars, official exhibition cars, nearly new cars). Users can enjoy the full original factory warranty, after - sales service, and year - end purchase tax subsidy, which is expected to accelerate the conversion of orders into delivery volume.

▲Xiaomi Auto introduced an in - stock car purchase policy

04.

The delivery volumes of NIO, XPeng, and Li Auto all exceeded 30,000

XPeng and NIO's delivery volumes decreased month - on - month

It is worth noting that NIO, XPeng, and Li Auto's delivery volumes in November this year are in the same range, all exceeding 30,000 vehicles.

In November 2025, XPeng delivered 36,700 new vehicles, a year - on - year increase of 19% and a month - on - month decrease of 13%, making it the one with the highest sales among the three. From January to November 2025, XPeng's cumulative delivery volume reached 391,900 vehicles, a year - on - year increase of 156%.

▲XPeng's sales in November

In late November, the extended - range version of the XPeng X9 was launched. As new vehicles are gradually delivered and the "one - car, two - functions" products are launched next year, XPeng's sales may see a new boost.

▲XPeng X9 extended - range version

In November 2025, NIO Group delivered 36,300 new vehicles, a year - on - year increase of 76.3% and a month - on - month decrease of 10%.