BYD Company Limited remains the global EV volume leader, selling 420,000 vehicles in December, though growth slowed to 8% in 2025 versus prior years. NIO achieved a record December with 48,000 vehicles sold, up 55% YoY, driven by strong premium brand performance and sub-brand launches. Xiaomi rapidly scaled to over 50,000 vehicles in December, signaling strong momentum and positioning it as Chi...
China-based EV giants Li Auto Inc (NASDAQ:LI) and Nio Inc (NYSE:NIO) are both in the spotlight after surpassing fourth-quarter delivery estimates due to strong December sales.
BEIJING, China, Jan. 01, 2026 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China's new energy vehicle market, today announced that it delivered 44,246 vehicles in December 2025. This brought the Company's fourth-quarter deliveries to 109,194. As of December 31, 2025, Li Auto's cumulative deliveries reached 1,540,215.
China's electric vehicle (EV) boom is losing momentum in 2025, with sales declining across major players and analysts warning that the intense price war is likely to persist. While overall adoption remains high, slowing domestic demand, rising market concentration, and shifting policy support are reshaping the world's largest auto market.
China's new energy vehicle market is set to see more price competition next year as overall growth slows, analysts predict. Domestic saturation is pushing Chinese automakers such as BYD to expand overseas, including opening local factories.
LI remains a Great Deep-Value Buy here, thanks to the overly discounted valuations, the oversold technical indicators, and the established 5Y trading floor at $17s. The automaker's near-term recovery is likely to be lumpy, attributed to the supply chain bottlenecks, the higher Li Mega-related recall costs, and the policy-driven demand headwinds. Despite the potentially impacted bottom lines, LI...
China's EV market remains dominant globally in 2025, but growth is shifting to newer brands like Xiaomi, XPENG, and Leapmotor. Xiaomi, Geely, and Leapmotor are the top three buy recommendations, driven by exceptional sales growth and market share gains. BYD, Tesla, and Li-Auto are losing market share as consumers favor pure BEVs and innovative new entrants.
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