Xpeng, Nio, Li Auto: Retail Sentiment On China's EV Trio Improves After Strong May Deliveries
Synopsis
XPeng led the charge with a 230% year-over-year delivery jump while total combined monthly deliveries of the three companies neared 100,000.
China's leading pure-play electric vehicle makers — Nio, XPeng, and Li Auto — reported strong May 2025 delivery numbers, driven by expanded lineups, new model launches, and enhanced in-car technologies.
The data also mostly improved retail trader sentiment for their U.S.-listed stocks.
Li Auto Leads in Volume
The Beijing-based company led the trio with 40,856 deliveries in May, marking a 16.7% increase year-over-year. The company has now surpassed 1.3 million cumulative deliveries.
The ramp-up of its new Li MEGA Home model and a comprehensive lineup upgrade helped drive the growth. The company said all its models now come equipped with all-weather LiDAR, enhancing active safety features like automatic emergency braking and steering.
On Stocktwits, sentiment for Li Auto stayed 'bullish,' nearly at the same level as a day ago.
XPeng Sees Explosive Growth
Guangzhou-based XPeng posted the highest growth rate, delivering 33,525 Smart EVs, a 230% surge from a year earlier. It marks the seventh straight month of over 30,000 units delivered. Year-to-date deliveries hit 162,578 units, up 293% from the same period in 2024.
A major contributor was the launch of the MONA M03 Max, a budget-friendly AI-powered smart EV priced around 150,000 yuan, equipped with the company's latest AI Tianji XOS 5.7.0.
On Stocktwits, sentiment for Xpeng turned less 'bearish' from a day ago.
Nio Expands Brand Portfolio
Nio delivered 23,231 vehicles in May, a 13.1% increase year-over-year. The total includes 13,270 cars under the flagship NIO brand, 6,281 from the family-oriented ONVO, and 3,680 from the compact high-end FIREFLY line. Cumulative deliveries now stand at 760,789 as of May 31.
On Stocktwits, sentiment for Nio turned 'bullish,' from 'neutral' a day ago.
Year to date, XPEV has surged over 66%, LI has gained more than 15%, and NIO has lost over 22%.
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