证券研究报告2023年12月11日造车新势力系列二十七超配11月销量同比稳健增长，蔚来与多家车企开展换电合作核心观点行业研究·行业专题埃安、理想、小鹏位列月交付量前三名。2023年11月，埃安/小鹏/理想/汽车蔚来/零跑/问界/极氪/哪吒/智己的销量分别为41,567/20,041/41,030/15,959/18,508/18,827/13,104/12,506/8,703辆，超配·维持评级分别同比+45%/+245%/+173%/+13%/+130%/+128%/+19%/-17%/+1331%，分别环比0%/0%/+2%/-1%/+2%/+48%/0%/+3%/+117%，年度累计同比证券分析师：唐旭霞证券分析师：余晓飞+80%/+11%/+191%/+33%/+22%/+5%/+74%/-15%/+517%。埃安、理想、小鹏位0755-819818140755-81981306列11月造车新势力交付量前三。今年11月全行业的优惠额度有所收缩，燃tangxx@guosen.com.cnyuxiaofei1@guosen.com.cn...