CnEVPost Newsletter: China EV deliveries; Tesla and BMW recalls

NIO delivers record 14,178 vehicles in Nov, up 41% from Oct - CnEVPost — cnevpost.com NIO will further accelerate production and deliveries in December, the company said.

An NIO investor's take on William Li's speech: You need to read these 'Not Enoughs' - CnEVPost To all of those “Not Enough” sections, NIO is far ahead of all competition but still rated “Not Enough” by William Li.

NIO adds 3 NIO Houses, 51 swap stations in China in Nov - CnEVPost NIO had 91 NIO Houses and 318 NIO Spaces in China by the end of November.

NIO, XPeng, Li Auto see epic rally in US, what happened? - CnEVPost "We think a large part of the rally was caused by a short squeeze as investors were caught being too negative on the group given Covid and competition concerns," said Deutsche Bank analyst Edison Yu's team.

XPeng delivers 5,811 vehicles in Nov, up 14% from Oct - CnEVPost XPeng expects deliveries to increase significantly in December as production of the G9 ramps up under normal operating conditions.

XPeng earnings call: Dec deliveries expected to rebound significantly - CnEVPost 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.

Li Auto delivers record 15,034 vehicles in Nov, up 50% from Oct - CnEVPost Li Auto delivered a record 15,034 vehicles in November, a single-month high, according to figures released today.

Tesla recalls 435,132 vehicles in China, will fix via OTA update - CnEVPost During wake-up from park, the outline lights on some vehicles may fail to illuminate due to a software error during the initialization of internal parameters.

BMW recalls 41 EVs in China due to battery issues - CnEVPost BMW is recalling 38 imported BMW iX and i4 electric vehicles and 3 imported BMW older i3 electric vehicles in China due to a battery problem.

Zeekr delivers 11,011 units in Nov, 2nd straight month above 10,000 units - CnEVPost Since deliveries of its first model, the Zeekr 001, began last October, Zeekr has accumulated 66,611 deliveries.

Neta delivers 15,072 units in Nov, down 16% from Oct - CnEVPost From January to November, Neta delivered a total of 144,278 vehicles, up 142.3 percent year-on-year.

Leapmotor delivers 8,047 units in Nov, up 14.5% from Oct - CnEVPost From January to November, Leapmotor delivered 102,675 vehicles, up 190.8 percent from 35,314 vehicles in the same period last year.

GAC Aion sells 28,765 units in Nov, down 4% from Oct - CnEVPost In the January-November period, GAC Aion sold 241,149 units, up 128 percent from the same period last year.

GAC Aion raises vehicle prices by up to $1,130 - CnEVPost GAC Aion is raising the price of its models by RMB 3,000 to RMB 8,000, citing the impending withdrawal of subsidies and rising raw material prices.

Rumors emerge that China's NEV subsidies may extend into 2023 - CnEVPost Rumors have recently surfaced that China's subsidies for NEVs may be renewed, but the amount will be only 50 percent of what it was in 2022.