China's Electric Vehicle Surge: Nio, Li Auto, and XPeng Thriving
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 01 2025
0mins
Source: Benzinga
Nio's Record Deliveries: Nio Inc. achieved a record delivery of 40,397 vehicles in October, marking a 92.6% year-over-year increase, with cumulative deliveries reaching 913,182 vehicles.
Li Auto's Expansion: Li Auto reported 31,767 deliveries in October and opened its first store in Uzbekistan, focusing on growth in Central Asia, the Middle East, and Europe, while lifetime deliveries reached 1,462,788 vehicles.
XPeng's Growth: XPeng delivered 42,013 vehicles in October, a 76% increase year-over-year, and expanded into seven new international markets, with a total of 355,209 units delivered in the first ten months of 2025.
Stock Performance: NIO and XPeng stocks have seen significant gains over the past year, with NIO up over 42% and XPeng up over 103%, while Li Auto's stock has dropped over 16%.
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Analyst Views on NIO
Wall Street analysts forecast NIO stock price to rise
7 Analyst Rating
2 Buy
4 Hold
1 Sell
Hold
Current: 4.590
Low
4.00
Averages
5.90
High
7.00
Current: 4.590
Low
4.00
Averages
5.90
High
7.00
About NIO
NIO Inc is a holding company mainly engaged in the design, development, manufacturing and sales of smart electric vehicles. The Company offers premium smart electric vehicles under the NIO brand, family-oriented smart electric vehicles through the ONVO brand, and small smart high-end electric cars with the FIREFLY brand. The Company focuses on building in-house capabilities including battery swapping, assisted and intelligent driving, digital technologies, electric powertrain and battery, vehicle engineering and design, among others, to control the design and development of the vehicle software and hardware architecture and the critical components.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surge in Deliveries: Nio delivered 20,797 vehicles in February 2026, marking a 57.6% year-over-year increase, bringing year-to-date deliveries to 47,979 units, which represents a 77.3% growth, indicating sustained demand in the world's largest EV market.
- Brand Contribution Analysis: In February, Nio's premium smart EV lineup accounted for 15,159 units, while the family-oriented ONVO brand contributed 2,981 vehicles, and the compact high-end FIREFLY brand added 2,657 units, showcasing the market appeal of its diversified product range.
- Stock Price Stability: Over the past year, Nio's stock price fluctuated between approximately $3.14 and $7.89, currently consolidating around the $5 mark, with short-term moving averages converging towards the long-term 200-day average, reflecting cautious optimism about its future performance.
- Strong Earnings Expectations: Nio is set to report earnings on March 10, with estimates showing a reduction in loss per share from 43 cents to 7 cents, and revenue expected to reach $4.61 billion, significantly up from $2.70 billion last year, indicating an improvement in the company's profitability.
See More
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- Active Stock Overview: ProShares UltraPro QQQ (TQQQ) increased by 0.75 to $48.85 with a trading volume of 10,209,915 shares, representing a 179.14% rise from its 52-week low, showcasing strong market demand and investor confidence.
- Strong Bitcoin ETF Performance: iShares Bitcoin Trust ETF (IBIT) gained 1.78 to $40.48 with 10,151,308 shares traded, reflecting a 14.67% increase from its 52-week low, indicating signs of recovery in the cryptocurrency market.
- NIO Earnings Forecast: NIO Inc. (NIO) rose by 0.0492 to $4.64 with a trading volume of 888,382 shares, scheduled to report earnings on March 10, 2026, with a consensus EPS forecast of -0.05, representing a 47% increase over last year's EPS.
See More
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- NVIDIA's Positive Outlook: NVIDIA Corporation (NVDA) dropped $4.68 to $177.80; however, it has seen 10 upward revisions in earnings forecasts over the last four weeks, indicating market confidence in its EPS forecast of $1.67 for the fiscal quarter ending April 2026.
- NIO Earnings Forecast: NIO Inc. (NIO) fell by $0.14 to $4.58, with an earnings report scheduled for March 10, 2026, for the fiscal quarter ending December 2025, where the consensus EPS forecast of -$0.07 represents a 47% increase over last year's EPS.
See More
Nio's Stock Remains Below IPO Price Despite Growth
- Significant Sales Growth: Nio's net sales have more than quadrupled from 2018 to 2024, yet its stock remains below the $6.26 IPO price, indicating a market undervaluation of its future potential.
- Delivery Volume Recovery: In 2024, Nio's deliveries rose by 39%, driven by strong sales of its high-end ET series sedans and Onvo SUVs, suggesting an increasing competitiveness in the Chinese market.
- Improving Profitability: Nio's vehicle margin increased from 9.5% in 2023 to 12.3%, reflecting enhanced pricing power due to market share growth, with expectations of reporting its first adjusted profit in Q4 2025.
- Optimistic Future Outlook: Analysts predict Nio's revenue will double from 2024 to 2027, and if valued at 5x forward sales, its stock could rise over 8x by early 2027, highlighting its long-term investment potential.
See More
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- Impact of Oil Prices: Despite an initial boost from rising oil prices, Tesla's stock did not sustain its gains and fell along with most other stocks.
See More
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- Significant Delivery Growth: NIO reported delivering 20,797 vehicles in February 2026, reflecting a 57.6% year-over-year increase, with 15,159 units from its premium smart EV brand, indicating strong market demand.
- Cumulative Delivery Milestone: As of February 28, 2026, NIO surpassed 1,045,571 cumulative deliveries, with year-to-date figures reaching 47,979 vehicles, up 77.3% year-over-year, demonstrating the company's ongoing expansion in the EV market.
- Battery Swap Service Popularity: NIO completed 100 million battery swaps, highlighting strong user reliance on its battery swapping model, particularly during the Chinese New Year when daily swap volumes peaked.
- Market Environment Challenges: Despite robust delivery numbers, NIO's stock fell 1.03% in premarket trading on Monday, primarily due to broader market weakness and escalating tensions in the Middle East, reflecting volatility in investor sentiment.
See More
