Nio, Li Auto, and Xpeng Climb on Record March Deliveries as Tesla Faces a Softer Q1

• Shares of China-based EV manufacturers Nio (NIO), Li Auto (LI), and Xpeng (XPEV) surged arsenic Nio crushed its Q1 guidance with 83,465 deliveries (+98.3% YoY).

• Tesla (TSLA) shares are lone up somewhat arsenic the institution is projected to present 368,900 vehicles successful Q1 2026, marking a sequential diminution of 11.8%.

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Shares of Nio (NYSE:NIO), Li Auto (NASDAQ:LI), and Xpeng (NYSE:XPEV) are each trading higher Wednesday greeting aft each posted March transportation figures, portion Tesla (NASDAQ:TSLA) ticks up modestly up of its ain Q1 report. The Chinese EV trio is riding a beardown end-of-quarter rebound, with March transportation figures confirming the momentum.

Nio shares are up 4% to much than $6, Li Auto is up 6% to astir $19, and Xpeng has added 3% to astir $17.50. Tesla stock, meanwhile, is up but lone by 1% to $376 and change. Today, Tesla's communicative contiguous is astir managing expectations alternatively than celebrating beats.

All 3 Chinese EV makers rebounded sharply successful March aft a anemic February disrupted by the extended Lunar New Year holiday. The results item a increasing divergence: Nio and Li Auto are gaining momentum portion Xpeng faces year-over-year headwinds. You tin work much astir 5 companies softly eating Tesla's luncheon successful 2026 for broader discourse connected the competitory shift.

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Nio delivered 83,465 full units successful Q1 2026, beating its ain guidance scope of 80,000 to 83,000 vehicles. March unsocial accounted for 35,486 vehicles, up 136% year-over-year, with the breakdown showing 22,490 Nio marque units, 6,877 Onvo vehicles, and 6,119 Firefly cars.

Q1 deliveries surged 98.3% year-over-year, and cumulative deliveries surpassed 1.08 cardinal arsenic of March 31, 2026. Nio's multi-brand strategy crossed Nio, Onvo, and Firefly is delivering results, with Q1 deliveries up 98.3% year-over-year and cumulative deliveries surpassing 1.08 cardinal arsenic of March 31, 2026.

Nio banal is up 14% year-to-date done March 31 and has climbed 64% implicit the past year. Retail sentiment connected Stocktwits flipped to "bullish" from "bearish" pursuing the transportation report, adding a momentum awesome to the cardinal catalyst.