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Posted December 2, 2025 at 10:15 am
Tesla’s Chinese rivals report deliveries for the month of November
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Tesla CEO Elon Musk said in a post on X that the Tesla Robotaxi fleet in Austin “should roughly double next month.”
While Tesla CEO Elon Musk has spent much of the year focused on robotics pursuits and winning shareholder approval of his pay package, the outlook for the company’s main business of selling cars is darkening, Nick Carey and Abhirup Roy of Reuters reports. Tesla is facing sales pressures in Europe, China, and the United States, with global vehicle deliveries expected to decline 7% this year.
Mizuho analyst Vijay Rakesh lowered the firm’s price target. The firm reduced estimates for Tesla citing weaker electric vehicle markets in China and the U.S. The company also faces potential posing headwinds for analog in 2026, the firm tells investors in a research note. Mizuho believes China could see electric vehicle demand headwinds as the government reduces subsidies by 50% in 2026.
Nio (NIO) announced its November delivery results. The company delivered 36,275 vehicles in November, representing an increase of 76.3% year-over-year. The deliveries consisted of 18,393 vehicles from the company’s smart electric vehicle brand Nio, 11,794 vehicles from Onvo and 6,088 vehicles from Firefly. Cumulative deliveries reached 949,457 as of November 30.
Li Auto (LI) announced that it delivered 33,181 vehicles in November. As of November 30, Li Auto’s cumulative deliveries reached 1,495,969. The company expects the monthly production capacity for Li i6 to reach 20,000 units by early next year and plans to release OTA 8.1 in early December 2025.
XPeng (XPEV) also announced its vehicle delivery results for November. XPeng delivered 36,728 EVs in November, representing a year-over-year increase of 19%. From January to November, XPeng’s cumulative deliveries reached 391,937 units, up 156% year-on-year. XPeng’s overseas deliveries from January to November reached 39,773 units, marking a 95% year-on-year increase.
Zeekr (ZK) said that in November, the company delivered a total of 63,902 vehicles across its Zeekr and Lynk & Co brands, representing increases of 7.1% year-over-year and 3.7% month-over-month.
Freedom Capital upgraded Nio. The Chinese EV maker has shown accelerating delivery growth in recent quarters and intends to build on that momentum with the launch of two sub-brands, notes the firm, which believes that rising shipments next year will drive the company’s revenue to “new record levels.”
Macquarie analyst Eugene Hsiao downgraded Nio following the Q3 report. The company issued “weak” Q4 volume guidance of 122,500 units at the midpoint, below its prior outlook of 150,000, partly due to the phase out of government subsidies hurting Onvo demand, the analyst tells investors in a research note. The firm cut its estimates for Nio on slower market demand in fiscal 2026, saying no new model launches until Q2 means likely weak demand in Q1.
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Originally Posted December 1, 2025 – Charged: Musk says Austin Robotaxi fleet ‘should double’ next month
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