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.
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Li Auto and XPeng Report Weaker Q1 Results; XPeng Margins Shine Amid Delivery Slump
Li Auto and XPeng missed earnings but EV growth in China is slowly improving; Tesla sales in China are still down.
NIO Beats Q1 Estimates as Adjusted EPS Turns Positive and Q2 Guidance Tops Forecasts
NIO beat earnings and revenue, boosted margins, cut costs, and expects strong Q2 growth, sending shares higher on optimism.
Chinese EV Stocks Slide After Weak April Deliveries – NIO Drops 7.5%
Nio, XPeng, and Li Auto saw April sales drop from March, but new SUVs and tech could help them recover in the coming months.
Chinese EV Showdown: NIO Surges 136% in March as Li Auto & XPENG Fight Back
NIO delivered 35,486 vehicles in March 2026 (+136% YoY) and 83,465 in Q1. Full March & Q1 2026 delivery results for NIO, Li Auto & XPENG plus upcoming model launches.
HSBC's Conviction Play: Nio Rated Buy with $6.80 Target After Solid Q4 Momentum
HSBC upgrades Nio to Buy from Hold, raises PT to $6.80 citing Q4 profit, stronger 2026 volume growth & margin upside.