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NIO's Q3 deliveries jump 25.4%, but slowing monthly gains, high debt and downward estimate revisions cloud the overall outlook.
The Chinese domestic EV industry continues to struggle. It sold 456,713 passenger vehicles, including 273,143 all-electric cars. Domestic vehicle sales were about 276,000 units, down 22% year over year, the third consecutive month with declines of more than 20%.
BYD and Leapmotor continue to look abroad to offset their struggling electric vehicle business at home in China.
Deliveries rise as sentiment stays cautious Li Auto (LI) just released fresh delivery figures that put the recent stock slide in sharper focus for investors weighing operational progress against softer earnings expectations. The business reported 31,817 vehicles delivered in September and 1,833,651 units year to date through September 30, 2026. Those numbers arrive as recent analyst commentary highlights earnings estimate cuts and a strong sell rating, keeping attention on how delivery volume...
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