【国信汽车】造车新势力2022年11月交付量出炉 2022年11月,埃安/小鹏/哪吒/理想/蔚来/零跑/AITO/极氪的交付量分别为2.9/0.6/1.5/1.5/1.4/0.8/0.8/1.1万辆,分别同比 +91%/-63%/+51%/+11%/+30%/+43%/-/+447%,环比-4%/+14%/-16%/+50%/+41%/+15%/-31%/+9%。 1-11月,埃安/小鹏/哪吒/理想/蔚来/零跑/AITO/极氪的累计交付量分别为24.1/10.9/14.4/11.2/10.7/10.3/6.8/6.1万辆,累计同比 +128%/+33%/+142%/+47%/+32%/+191%/-/+2641%,埃安、哪吒、理想交付量位列前三。 □埃安:1-11月,埃安的交付量分别为1.7/0.9/2.0/1.0/2.1/2.4/2.5/2.7/3.0/3.0/2.9万辆,分别同比 +117%/+166%/+189%/+23%/+150%/+182%/+138%/+133%/+121%/+149%/+91%,分别环比 +4%/-46%/+125%/-50%/+106%/+14%/+4%/+8%/+11%/+0%/-4%。 □小鹏:1-11月,小鹏的交付量分别为1.3/0.6/1.5/0.9/1.0/1.5/1.2/1.0/0.8/0.5/0.6万辆,分别同比 +115%/+180%/+202%/+75%/+78%/+133%/+43%/+33%/-19%/-50%/-63%,环比-19%/-52%/+148%/-42%/+12%/+51%/-25%/-17%/-12%/-40%/+14%。 □哪吒:1-11月,哪吒的交付量分别为1.1/0.7/1.2/0.9/1.1/1.3/1.4/1.6/1.8/1.8/1.5万辆,分别同比 +402%/+255%/+270%/+120%/+144%/+156%/+134%/+142%/+134%/+122%/+51%,环比 +9%/-35%/+69%/-27%/+25%/+20%/+7%/+14%/+12%/+0%/-16%。 □理想:1-11月,理想的交付量分别为1.2/0.8/1.1/0.4/1.1/1.3/1.0/0.5/1.2/1.0/1.5万辆,分别同比 +128%/+266%/+125%/-25%/+166%/+69%/+21%/-52%/+63%/+31%/+11%,环比-13%/-31%/+31%/-62%/+176%/+13%/-20%/-56%/+152%/-13%/+50%。 □蔚来:1-11月,蔚来的交付量分别为1.0/0.6/1.0/0.5/0.7/1.3/1.0/1.1/1.1/1.0/1.4万辆,分别同比 +34%/+10%/+38%/-29%/+5%/+60%/+27%/+82%/+2%/+174%/+30%,环比-8%/-36%/+63%/-49%/+38%/+85%/-22%/+6%/+2%/-8%/+41%。 □零跑:1-11月,零跑的交付量分别为0.8/0.3/1.0/0.9/1.0/1.1/1.2/1.3/1.1/0.7/0.8万辆,分别同比 +434%/+447%/+909%/+228%/+215%/+186%/+173%/+179%/+170%/+92%/+43%,环比 +4%/-58%/+193%/-10%/+11%/+12%/+7%/+4%/-12%/-36%/+15%。 □AITO:1-11月,问界的交付量分别为0.1/0.1/0.3/0.3/0.5/0.7/0.7/1.0/1.0/1.2/0.8万辆,分别环比 +132%/+30%/+187%/+7%/+54%/+40%/+3%/+39%/+1%/+18%/-31%。 □极氪:1-11月,极氪的交付量分别为0.4/0.3/0.2/0.2/0.4/0.4/0.5/0.7/0.8/1.0/1.1万辆,分别同比-/-/-/-/-/-/-/-/-/+4985%/+447%,环比-7%/-17%/-38%/+19%/+103%/-1%/+17%/+43%/+15%/+22%/+9%。