China’s electric-vehicle giants simply posted one other blowout month, racing previous prior supply data as competitors intensifies.
Nio Inc. (NYSE:NIO), Li Auto Inc. (NASDAQ:LI), and XPeng Inc. (NYSE:XPEV) all reported surging demand in October, whereas increasing their presence in abroad markets and advancing their know-how.
Nio Units New Month-to-month Excessive
Nio delivered 40,397 automobiles in October, its strongest month ever, up 92.6% 12 months over 12 months.
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The entire included shipments from the premium Nio model, the ONVO household lineup, and the FIREFLY small high-end phase.
Cumulative deliveries reached 913,182 automobiles by Oct. 31. The ONVO L90 remained a key driver, topping 10,000 models for a 3rd straight month and concentrating on massive three-row SUV consumers.
Executives stated the L90’s efficiency strengthens Nio’s place within the shift to totally electrical SUVs.
In accordance with Benzinga Professional, NIO inventory has gained over 42% prior to now 12 months. Buyers can acquire publicity to the inventory by way of Invesco Golden Dragon China ETF (NASDAQ:PGJ).
Li Auto Expands Abroad
Li Auto reported 31,767 deliveries in October, pushing lifetime deliveries to 1,462,788 automobiles.
Demand for the Li i6 has exceeded 70,000 orders since launch, and deliveries are ramping to deal with the backlog.
Li Auto opened its first approved retailer in Uzbekistan in October and plans two extra in Kazakhstan in November.
The corporate will prioritize progress in Central Asia, the Center East, Europe, and the Asia-Pacific.
As of late October, Li Auto operated 551 retail places, 554 service services, and three,508 fast-charging stations throughout China.
LI inventory has dropped over 16% prior to now 12 months. Buyers can acquire publicity to the inventory by way of Carbon Collective Local weather Options U.S. Fairness ETF (NASDAQ:CCSO).
XPeng Claims One other File
XPeng logged 42,013 deliveries in October, up 76% 12 months over 12 months and barely above September.
It was the second consecutive month above 40,000. Shipments reached 355,209 models within the first ten months of 2025, up 190% 12 months over 12 months. XPeng accelerated its international rollout, getting into seven new markets throughout Europe, Asia, and Africa, together with Lithuania, Estonia, Morocco, and Qatar. The corporate additionally reported robust utilization of XNGP, its superior driver-assistance system, with excessive penetration in city driving.
XPeng stated it’ll host its annual AI Day on Nov. 5 in Guangzhou. Executives are anticipated to stipulate progress in “Bodily AI,” robotaxi improvement, and different autonomous know-how initiatives.
XPEV inventory has gained over 103% prior to now 12 months. Buyers can acquire publicity to the inventory by way of Roundhill ETF Belief Roundhill Humanoid Robotics ETF (BATS:HUMN).
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