JPMorgan Cuts XPeng to Neutral as China Auto Outlook Weakens
JPMorgan also moved BYD, Geely and Leapmotor to Neutral, warning of structural strain in China’s auto sector into 2027.
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#NIO↓
NIO Shares Fall on Brand Mix Concerns, Cautious Outlook
NIO slipped after August sales rose 14.5% YoY but fell from July. Onvo’s third monthly drop, a Q2 miss, and modest Q3 guidance weighed on shares.
Chinese EV Makers July 2026 Deliveries: Nio Surges 71%, Xpeng Steady, Li Auto Stabilizes
July 2026 Chinese EV roundup — Nio’s strong growth, Xpeng’s new SUV ramp, Li Auto’s improved numbers.
Goldman Sachs Sees 46% Upside in NIO as It Upgrades Rating to Buy
Strong deliveries, premium margins, and expected 2026 profitability drive the bullish call.
NIO and XPeng Surge to New 2026 Highs as Li Auto Posts Second Straight Monthly Decline
China’s top EV makers delivered mixed results in June 2026. NIO and XPeng achieved strong year-over-year growth, while Li Auto saw sales drop for the second straight month.
Nio’s Best Month Ever as Li Auto and Xpeng Count on New SUVs
China EVs, May 2026: Nio surges 62% while Li Auto drops 18%. Strong orders for the new Li L9, L8, and Xpeng GX signal a recovery.