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.
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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.
XPENG Scores First-Ever Quarterly Profit — But Weak China Demand Delivers Q1 Warning
XPENG achieved its first-ever quarterly net profit of RMB 383 million in Q4 2025 with record margins. Strong full-year growth is overshadowed by disappointing Q1 2026 guidance amid weak China EV demand.
Fiat Owner Stellantis Courts China’s Xiaomi and Xpeng to Revive Struggling European Arm
Stellantis in talks with China's Xiaomi and Xpeng for investments in its struggling European business, including possible stakes in Maserati, as it prioritizes Americas amid EV challenges.
Morgan Stanley Impressed: XPeng's VLA 2.0 Delivers Human-Like Driving in Guangzhou Test Ride
Morgan Stanley calls XPeng’s VLA 2.0 autonomous driving update “impressive” after a smooth 28km test in Guangzhou. Overweight rating & $34 target on XPEV shares.