美国东部时间2023年12月3日下午5：27

作者：马克·凯恩

11月，蔚来汽车全球电动汽车交付量同比增长超过12%，达到15,959辆，这一方面是一个积极的结果，但另一方面，有点令人担忧。

这是因为销量在过去三个月中每月波动约 16,000 台。这明显低于 7 月至 8 月创纪录的月份（约 20,000 辆），尽管整个车型阵容已逐渐更新，但销量却有所下降。我们预计增长会更快，但升级车型的最初激增（如7月份销售11,000辆的ES6）似乎减弱了。

问题在于蔚来汽车打算如何增加销量，这是盈利的先决条件。

蔚来汽车的绝大部分销量都在中国。该公司也正在扩大其在欧洲的业务。

上个月的销量为15,959辆，其中包括10,545辆跨界车/SUV（同比增长32%）和5,414辆轿车（同比下降12%）。该公司不提供各个型号之间的细分。

蔚来电动汽车上个月交付量（同比变化）：

• 跨界车/SUV （EC6、ES6、EC7、ES7、ES8）：10,545辆（增长32%）
• 三厢车 （ET5、ET5 Touring、ET7）：5,414辆（下降12%）
• 总计：15,959辆（增长13%）

2023 年 11 月蔚来电动汽车销量https://cdn.motor1.com/images/custom/nio-electric-car-sales-november-2023.png

今年到目前为止，蔚来汽车交付了超过14.2万辆电动汽车，比一年前增长了33%。

蔚来电动汽车年初至今交付量（同比变化）：

• 跨界车/SUV （EC6、ES6、EC7、ES7、ES8）：80,138辆 （下降1%）
• 三厢车（ET5、ET5 Touring、ET7）：61,888辆（增长139%）
• 总计：142,026辆（增长33%）

作为参考，在 2022 年的 12 个月内，蔚来汽车在全球销售了超过 122,000 辆电动汽车，并希望在 2023 年将这一成绩翻一番。我们已经知道 2023 年会比 2022 年更好，但该公司可以忘记在一个月的时间里将其销售额翻一番，达到 200,000 多辆。蔚来汽车累计售出431,582辆电动汽车。https://cdn.motor1.com/images/mgl/6Zz1rE/s1/2023-nio-es6-nt2.0.jpg

https://cdn.motor1.com/images/mgl/8ApobP/s1/nio-et5-touring-exterior-26.jpg蔚来目前由8款车型（5款跨界车/SUV和3款三厢车）组成，均基于NT2.0平台。

蔚来科技（NT2.0）平台：

• 跨界车/SUV：新款EC6、新款ES6、EC7、ES7、新款ES8
• 三厢车：ET5、ET5 Touring（ET5T）、ET7*欧洲ES6为EL6，ES7为EL7

也许与其他中国制造商的协议将推动该业务，这些协议与蔚来汽车的换电站的使用有关。我们最近听说吉利和长安汽车都对这个网络感兴趣——两家公司都与蔚来汽车建立了合作伙伴关系，而蔚来正在开发其电池组的新 800 伏架构。

截至11月底，蔚来汽车的换电站网络已在全球扩大到2,217个换电站（主要在中国，少数在欧洲）。

原文阅读

NIO EV Sales Growth Slowed Down In November 2023

It's a worrying sign, considering that the lineup is now completely refreshed.

Dec 03, 2023 at 5:27pm ET

By: Mark Kane

In November, NIO global electric car deliveries increased by over 12% year-over-year to 15,959, which on the one hand is a positive outcome, but on the other hand, it's kind of worrying.

That's because of the volume, which has been oscillating around 16,000 units a month in the past three months. It's noticeably less than in the record months of July-August (around 20,000), The drop in sales is despite the fact that the entire lineup of models has been gradually refreshed. We would expect faster growth but it seems that the initial surge of the upgraded models (like the ES6 selling 11,000 units in July) weakened.

The question is how NIO intends to increase its sales volume, which is a prerequisite for profitability.

The overwhelming majority of NIO sales are in China. The company is expanding its business in Europe too.

The volume of 15,959 units last month includes 10,545 crossovers/SUVs (up 32% year-over-year) and 5,414 sedans (down 12% year-over-year). The company does not provide a breakdown between the individual models.

NIO EV deliveries last month (YOY change):

• Crossover/SUVs (EC6, ES6, EC7, ES7, ES8): 10,545 (up 32%)
• Sedans (ET5, ET5 Touring, ET7): 5,414 (down 12%)
• Total: 15,959 (up 13%)

NIO Electric Car Sales – November 2023

So far this year, NIO delivered more than 142,000 electric vehicles, which is 33% more than a year ago.

NIO EV deliveries year-to-date (YOY change):

• Crossover/SUVs (EC6, ES6, EC7, ES7, ES8): 80,138 (down 1%)
• Sedans (ET5, ET5 Touring, ET7): 61,888 (up 139%)
• Total: 142,026 (up 33%)

For reference, in 12 months of 2022, NIO sold more than 122,000 electric cars globally and hoped to double that result in 2023. We already know that the year 2023 will be better than 2022, but the company can forget about doubling its sales to well over 200,000 with just one month to go. Cumulatively, NIO sold 431,582 electric cars.

The NIO lineup currently consists of eight models (five crossovers/SUVs and three sedans), all based on the NT2.0 platform.

NIO Technology (NT2.0) platform:

• Crossover/SUV: new EC6, new ES6, EC7, ES7, new ES8
• Sedans: ET5, ET5 Touring (ET5T), ET7
  *in Europe ES6 is EL6, ES7 is EL7

Maybe the business will be boosted by the agreements with other Chinese manufacturers, related to the use of NIO's battery swap stations. We recently heard that Geely is interested in this network, as well as Changan Automobile—both companies entered into a partnership with NIO, while NIO is working on a new 800-volt architecture of its battery pack.

As of the end of November, NIO's network of battery swap stations expanded to 2,217 stations globally (mostly in China, with a small number of sites in Europe).