NIO, XPeng & Li Auto Post Delivery Results for March & Q1

Core Insights - NIO, XPeng, and Li Auto reported significant delivery growth for March and the first quarter of 2025, indicating a strong performance in the smart electric vehicle market in China [2][3][5]. Group 1: Delivery Results - NIO delivered 15,039 vehicles in March 2025, a 26.7% increase year over year, and 42,094 units in Q1 2025, up 40.1% year over year, with cumulative deliveries reaching 713,658 units [2]. - XPeng's deliveries in March 2025 reached 33,205 units, a remarkable 268% increase year over year, and 94,008 units in Q1 2025, rising 331% from the same quarter last year [3]. - Li Auto delivered 36,674 units in March 2025, a 26.5% year over year increase, and 92,864 units in Q1 2025, up 15.5% year over year, with cumulative deliveries totaling 1,226,736 units [5]. Group 2: Product Launches and Market Expansion - XPeng launched the 2025 versions of the XPENG G6 and XPENG G9 featuring advanced AI technologies and entered the Indonesian market to expand its global presence [4]. Group 3: Price Performance - Over the past year, NIO and Li Auto's shares fell by 13.8% and 15.3%, respectively, while XPeng's shares surged by 182.1% [6]. Group 4: Zacks Rank - NIO holds a Zacks Rank of 4 (Sell), XPeng has a Zacks Rank of 2 (Buy), and Li Auto is rated 3 (Hold) [7].