最新ニュース NIO (NYSE:NIO) 株価情報

Nio is a leading electric vehicle maker, targeting the premium segment. Founded in November 2014, Nio designs, develops, jointly manufactures, and sells premium smart electric vehicles. The company differentiates itself through continuous technological breakthroughs and innovations such as battery swapping and autonomous driving technologies. Nio launched its first model, its ES8 seven-seater electric SUV, in December 2017, and began deliveries in June 2018. Its current model portfolio includes midsize to large sedans and SUVs. It sold around 222,000 EVs in 2024, accounting for about 2% of the China passenger new energy vehicle market.

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欧州連合（EU）やアメリカの関税引き上げに対する対応として、中国の電気自動車（EV）メーカーが潜在的な市場としてアフリカを探っている。

欧州連合とアメリカの関税引き上げ　中国EVメーカーに打撃

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電気自動車メーカーのFisker Inc（OTCPK: FSRN）は、かつて市場で人気を博していたが、月曜日に破産を申請した。Fiskerの破産が、進展が見られているEV市場にとって、どのような影響があるのか？

フィスカー破産　EV関連事業の継続に暗雲

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過去1週間でこれらの10つの大型株は最も悪いパフォーマンスを発揮しました。それで、あなたのポートフォリオに含まれていますか？

大型株パフォーマンス下落　NIOを筆頭に

NIO Inc. American depositary shares, each representing one Class A ordinary share

NIO Inc

NioCorp Developments Ltd

NIO STRATEGIC METALS INC by NIO STRATEGIC METALS INC.

Nio Strategic Metals Inc

NIPPON KODOSHI CORP by Nippon Kodoshi Corp.

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Plato Gold Corp

NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) shares saw<a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener"> modest gains on Friday</a>. The electric vehicle maker reportedly revealed plans to refresh several of its key models.
The company confirmed it will begin accepting pre-orders on Saturday, May 10, for updated versions of its ES6 SUV, EC6 coupe SUV, and its ET5 and ET5 Touring sedans, <a target="_blank" href="https://cnevpost.com/2025/05/09/nio-pre-orders-updated-es6-ec6-may-10/" rel="noreferrer noopener">reports </a>CnEV Post.
The report adds that NIO noted that showroom displays of the revamped ES6 and EC6 will be available across China starting May 10.
The EV firm reported 23,900 vehicle deliveries in April,<a href="https://www.benzinga.com/25/05/45134925/chinese-ev-companies-see-huge-april-growth-xpeng-surges-273-in-deliveries" target="_blank" rel="noreferrer noopener"> marking a 53% jump year-over-year.</a>
Also Read: <a target="_blank" href="https://www.benzinga.com/news/management/25/05/45180224/these-ev-makers-could-shine-if-musk-leaves-tesla" rel="noreferrer noopener">These EV Makers Could Shine If Musk Leaves Tesla</a>
Of those, 19,269 came from its flagship NIO brand, while 4,400 units were attributed to its family-focused line Onvo, and the remaining deliveries were early orders for its newest premium sub-brand, Firefly, officially launched in late April.
Last month, NIO&#8217;s Onvo unit made waves at the 2025 Shanghai Auto Show by <a href="https://www.benzinga.com/25/04/44968005/whats-going-on-with-chinese-ev-manufacturer-nio-stock-on-wednesday" target="_blank" rel="noreferrer noopener">unveiling its new large SUV, the L90.</a>
The vehicle stands out with its spacious design, stretching over 5.1 meters in length and exceeding 3.1 meters in wheelbase. It targets families and comfort-focused buyers.
To date, as of April 30, 2025, NIO has delivered 737,558 vehicles cumulatively, demonstrating steady expansion across its growing brand portfolio.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, NIO stock has lost over 25% in the past year. Investors can gain exposure to the stock via&nbsp;Invesco Golden Dragon China ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PGJ#NASDAQ">PGJ</a>).
Price Action: NIO shares are trading higher by 0.88% to $4.005 at last check Friday.
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Photo: Shutterstock

Equities

PowerShares Golden Dragon Halter USX China Portfolio

What's Going On With NIO Stock Today?

Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) remains committed to its $45,000 starting price for the upcoming R2 electric vehicle despite mounting concerns over global trade tensions and tariffs, CEO RJ Scaringe confirmed during the <a href="https://www.benzinga.com/news/earnings/25/05/45236756/rivian-q1-earnings-double-beat-record-gross-profit-delivery-estimates-lowered-on-tariff-concerns">company&#8217;s first-quarter of 2025 earnings call</a>.
What Happened: &#8220;We&#8217;re not planning changes in our $45,000 starting price. This is important for us,&#8221; Scaringe said, addressing investor concerns about the impact of recent tariffs on EV components. The company expects per-unit tariff impacts of approximately $2,000 for 2025.
Rivian reported <a href="https://www.benzinga.com/news/earnings/25/05/45236756/rivian-q1-earnings-double-beat-record-gross-profit-delivery-estimates-lowered-on-tariff-concerns">better-than-expected first-quarter results</a> with an Earnings Per Share of -$0.41. Revenue reached $1.24 billion, exceeding the street consensus estimate of $1 billion. The company achieved positive gross profit for the second consecutive quarter at $26 million.
See Also: <a href="https://www.benzinga.com/25/05/45242668/cathie-wood-sells-41-million-worth-of-palantir-shares-following-post-earnings-plunge">Cathie Wood Sells $41 Million Worth Of Palantir Shares Following Post-Earnings Plunge</a>
Why It Matters: Despite the strong financial performance, Rivian revised its 2025 delivery guidance downward to 40,000-46,000 vehicles, citing increased price sensitivity in the EV market and a challenging consumer backdrop.
The R2, scheduled for production in the first half of 2026, represents Rivian&#8217;s strategic move into a more affordable market segment. The company has begun validation builds of the R2 prototype and confirmed that its Normal, Illinois, facility expansion remains on schedule, with a planned production shutdown for approximately one month in the second half of 2025 for R2 integration.
CFO Claire McDonough emphasized that R2 will be &#8220;truly transformative for our growth and profitability,&#8221; noting that the company expects &#8220;a faster path to profitability as compared to R1.&#8221;
Price Action: Rivian stock closed at $13.50 on Tuesday, down 0.37% for the day, and fell another 1.56% in after-hours trading to $13.29. Year to date, the stock is up 1.89%.
According to Benzinga Stock Edge Rankings, Rivian shows stronger growth metrics than rivals Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), though it trails Lucid Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>). RIVN also exhibits a positive price trend from the short to long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Sign up to learn more</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Michael Berlfein via Shutterstock

Rivian Holds Firm On $45K Price For Upcoming R2 Despite Tariff Pressures: CEO RJ Scaringe Says It's 'Important For Us' As EV Maker Tops Q1 Estimates

Investors with a lot of money to spend have taken a bullish stance on NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NIO, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 8 options trades for NIO.
This isn't normal.
The overall sentiment of these big-money traders is split between 75% bullish and 0%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $32,568, and 7, calls, for a total amount of $492,293.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $3.0 to $5.5 for NIO over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in NIO's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to NIO's substantial trades, within a strike price spectrum from $3.0 to $5.5 over the preceding 30 days.
<h3>NIO Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746554484_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$0.57</td>
<td>$0.56</td>
<td>$0.57</td>
<td>$5.00</td>
<td>$144.9K</td>
<td>107.9K</td>
<td>5.1K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$0.57</td>
<td>$0.56</td>
<td>$0.57</td>
<td>$5.00</td>
<td>$136.1K</td>
<td>107.9K</td>
<td>2.4K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$0.96</td>
<td>$0.94</td>
<td>$0.95</td>
<td>$3.00</td>
<td>$94.2K</td>
<td>4.2K</td>
<td>1.1K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$0.84</td>
<td>$0.83</td>
<td>$0.84</td>
<td>$4.00</td>
<td>$33.6K</td>
<td>49.2K</td>
<td>784</td>
</tr>
<tr>
<td>NIO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$1.8</td>
<td>$1.77</td>
<td>$1.77</td>
<td>$5.50</td>
<td>$32.5K</td>
<td>576</td>
<td>184</td>
</tr>
</tbody>
</table>

<h3>About NIO</h3>
Nio is a leading electric vehicle maker, targeting the premium segment. Founded in November 2014, Nio designs, develops, jointly manufactures, and sells premium smart electric vehicles. The company differentiates itself through continuous technological breakthroughs and innovations such as battery swapping and autonomous driving technologies. Nio launched its first model, its ES8 seven-seater electric SUV, in December 2017, and began deliveries in June 2018. Its current model portfolio includes midsize to large sedans and SUVs. It sold around 222,000 EVs in 2024, accounting for about 2% of the China passenger new energy vehicle market.
Following our analysis of the options activities associated with NIO, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of NIO</h3>
<ul>
<li>With a trading volume of 23,831,040, the price of NIO is down by -1.76%, reaching $3.91.</li>
<li>Current RSI values indicate that the stock is may be approaching overbought.</li>
<li>Next earnings report is scheduled for 30 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for NIO</h3>
A total of 1 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $3.5.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Mizuho keeps a Neutral rating on NIO with a target price of $3. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for NIO with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

NIO's Options Frenzy: What You Need to Know

<a href="https://www.ft.com/content/8d87d093-3fad-4ee0-af16-2f1e835ef286">https://www.ft.com/content/8d87d093-3fad-4ee0-af16-2f1e835ef286</a>

BABA

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Earlier this week, the Wall Street Journal reported that the Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) board of directors had reached out to executive search firms about a month ago to find a new CEO to<a href="https://www.benzinga.com/25/05/45165487/elon-musks-brother-backs-tesla-ceo-amid-report-of-board-exploring-ceo-replacement-its-getting-boring"> replace Elon Musk. </a>
Tesla <a href="https://www.benzinga.com/markets/25/04/45124373/tesla-board-explored-replacing-elon-musk-as-tesla-ceo-a-month-ago-report">denied the report</a> and said that the assertion that the board reached out to recruitment firms is &#8220;false.&#8221;
&#8220;The CEO of Tesla is Elon Musk and the Board is highly confident in his ability to continue executing on the exciting growth plan ahead,&#8221; stated Tesla chairwoman Robyn Denholm.
Read Next: <a href="https://www.benzinga.com/news/management/25/05/45140155/musk-shifts-focus-back-to-tesla-says-doge-will-endure-without-him-is-buddha-needed-for-buddhism?utm_source=articleShare">Musk Shifts Focus Back To Tesla, Says DOGE Will Endure Without Him: &#8216;Is Buddha Needed For Buddhism?&#8217;</a>
Musk also denied the report in<a href="https://x.com/elonmusk/status/1917815854647107990"> a post</a> on his social media platform X.&nbsp;
&#8220;It is an extremely bad breach of ethics that the @WSJ would publish a deliberately false article and fail to include an unequivocal denial beforehand by the Tesla board of directors!&#8221; Musk wrote.&nbsp;
What If?: It remains to be seen if there is any truth to the Wall Street Journal's report, but other EV makers could stand to benefit if Musk is ousted from Tesla.&nbsp;
Chinese EV makers like XPeng, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) and NIO, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) have been expanding aggressively. If Tesla were to see its leadership in turmoil, the companies could potentially accelerate their gains, especially in Europe and Asia where Tesla's sales have dropped sharply.&nbsp;
Smaller American EV manufacturers like Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) and Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) could attract both investors and customers seeking alternatives to Tesla, especially if they can position themselves as more stable or innovative than Tesla under new leadership.
Even traditional automakers like Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), which have invested heavily in electric vehicles, could benefit if Musk departs from Tesla. 
Though Musk and Tesla have both denied the WSJ report, the broader EV market could become more competitive and diversified if Tesla loses its market dominance without Musk at the helm.&nbsp;
Read Next:&nbsp;
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This image was generated using artificial intelligence via Midjourney.

Large Cap

Management

These EV Makers Could Shine If Musk Leaves Tesla

<a target="_blank" href="https://www.benzinga.com/topic/chinese-stocks" rel="noreferrer noopener">U.S.-listed Chinese stocks</a> Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>),&nbsp;PDD Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), and&nbsp;Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>)&nbsp;gained on Friday. The Chinese electric vehicle companies, including&nbsp;NIO Inc&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>),&nbsp;Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and&nbsp;XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), also noted strong upward momentum.
Beijing said on Friday that it was considering holding talks with the Trump administration after senior U.S. officials repeatedly attempted to start negotiations.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45014074/apple-plans-iphone-shift-from-china-to-india-amid-tariff-pressures-geopolitical-risks" rel="noreferrer noopener">Apple Plans iPhone Shift From China To India Amid Tariff Pressures, Geopolitical Risks: Report</a>
China&#8217;s Commerce Ministry <a target="_blank" href="https://www.nytimes.com/2025/05/02/world/asia/china-us-tariffs-talks.html" rel="noreferrer noopener">said in a statement to</a> the New York Times that it was considering the U.S. offer to talk, provided Washington cancels its tariffs on Chinese goods.
President Trump intensified geopolitical tensions with China by raising tariffs on Chinese goods to a minimum of 145% while omitting China from a 90-day pause on its tariffs, unlike its other trading partner countries.
China retaliated with its tariffs on U.S. goods, blocking some American companies from doing business in China and restricting exports of critical minerals catering to semiconductors, drones, and cars.
China&#8217;s manufacturing activity for April showed that the factories posted their sharpest monthly slowdown in more than a year.
Last week, President Trump <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44968199/us-listed-china-stocks-surge-as-trump-hints-at-tariff-cuts-and-softening-trade-tensions" rel="noreferrer noopener">hinted at a substantial</a> reduction in tariff rates as he proposed treating China fairly as its trading partner.
During an investor summit, Treasury Secretary Scott Bessent&nbsp;acknowledged the impracticability and mutual challenges of a tariff war with China.
Investors can gain exposure to Chinese stocks via iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>).
Price Action: BABA stock gained 4.09% on Friday. PDD was up 3.82, BIDU was up 2.54%, NIO was up 3.82%, LI was up 3.01%, and XPEV was up 6.27%.
Read Next:
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</ul>
Photo via Shutterstock

Asia

Government

Regulations

Emerging Markets

Media

KWEB

US Listed Chinese Stocks Soar On Hopes for US-China Trade Truce

WIIM

BILI

Shares of US-listed Chinese stocks are trading higher on reports indicating China's Commerce Ministry is assessing possible US trade talks.

Chinese electric vehicle companies shared their April delivery details this week.
On Wednesday, Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) <a href="https://www.benzinga.com/pressreleases/25/04/g45124062/li-auto-inc-april-2025-delivery-update" target="_blank" rel="noreferrer noopener">announced it</a> had delivered 33,939 vehicles in April 2025, representing a 31.6% year-over-year increase. As of April 30, 2025, Li Auto&#8217;s cumulative deliveries reached 1,260,675.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/44607859/teslas-deliveries-slide-in-q1-amid-production-setbacks-political-backlash" rel="noreferrer noopener">Tesla&#8217;s Deliveries Slide In Q1 Amid Production Setbacks, Political Backlash</a>
Li Auto said it has remained the sales champion for SUVs priced above RMB200,000 over the past three consecutive quarters, maintaining the highest market share in both the RMB200,000-RMB300,000 and RMB300,000-RMB400,000 large SUV markets as well as the RMB400,000-RMB500,000 full-size SUV market. This achievement was driven by the sales performance of its Li L series models.
Li Auto <a href="https://www.benzinga.com/trading-ideas/movers/25/04/44582215/chinas-xpeng-clocks-record-q1-ev-sales-deliveries-surge-3-6x" target="_blank" rel="noreferrer noopener">delivered 36,674 vehicles</a> in March 2025, marking a 26.5% growth. This brought its first-quarter deliveries to 92,864, a 15.5% increase. As of March 31, 2025, Li Auto's cumulative deliveries reached 1.226 million.
In April, XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) <a href="https://www.benzinga.com/pressreleases/25/05/g45125403/xpeng-announces-vehicle-delivery-results-for-april-2025" target="_blank" rel="noopener">delivered 35,045 Smart EVs</a>, marking a 273% year-over-year increase and surpassing 30,000 units for the sixth consecutive month, the company announced on Thursday. Cumulative deliveries of XPeng MONA M03 had surpassed 100,000 units. The XPeng P7+ achieved its 50,000th vehicle production milestone in five months since its launch. For the first four months of 2025, XPeng delivered 129,053 Smart EVs, representing a 313% increase Y/Y.
In March, XPeng delivered 33,205 Smart EVs, implying a 268% growth, topping 30,000 units for the fifth consecutive month.
For the first quarter of 2025, XPeng delivered 94,008 Smart EVs, a 331% increase over last year.
Nio Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45126395/nio-inc-provides-april-2025-delivery-update" rel="noreferrer noopener">delivered 23,900 vehicles</a> in April 2025, representing an increase of 53.0% Y/Y, the company announced on Thursday. The deliveries consisted of 19,269 vehicles from the company&#8217;s premium smart electric vehicle brand Nio, 4,400 vehicles from the company&#8217;s family-oriented smart electric vehicle brand ONVO, and initial deliveries of the company&#8217;s small smart high-end electric car brand FIREFLY, which started in late April 2025. Cumulative deliveries reached 737,558 as of April 30, 2025.
Nio delivered 15,039 vehicles in March 2025, representing a&nbsp;growth of 26.7%. The deliveries comprised 10,219 vehicles from its premium smart electric vehicle brand Nio and 4,820 from the company's family-oriented smart electric vehicle brand ONVO. The company delivered 42,094 vehicles in the first quarter of 2025, marking a growth of 40.1%. Cumulative deliveries reached 713,658 as of March 31, 2025.
XPeng stock surged over 129% in the last 12 months. In April, XPeng unveiled <a href="https://www.benzinga.com/news/global/25/04/44848073/tesla-rival-xpeng-unveils-bold-vision-ai-powered-evs-flying-cars-humanoid-robots" target="_blank" rel="noreferrer noopener">its latest initiatives</a>, including the global debut of its 2025 XPeng X9 model and a roadmap that connects smart EVs, flying cars and humanoid robots under its AI Tech Tree platform. XPeng's homegrown Turing AI chip underpins multiple products, including autonomous vehicles and robotic platforms is scheduled for mass production in mainland China by mid-2025. The AEROHT Land Aircraft Carrier, a modular flying vehicle, is scheduled to enter production in 2026, with more than 4,000 pre-orders already secured.
The company also unveiled&nbsp;&#8220;IRON,&#8221; a humanoid robot.
XPeng debuted the X9 model, which includes nearly 500 upgrades, such as ultra-fast 800V charging, zero-gravity seating, and an AI-tuned adaptive suspension system. &nbsp;XPeng is preparing its Kunpeng Super Electric System for mass rollout by late 2025.
Nio stock is down over 23% as it grappled with&nbsp;challenges in achieving full-year profitability, primarily due to high research and development expenses and significant operational costs.
Price Actions:&nbsp;XPEV stock is up 2.26% at $19.02 premarket at the last check Thursday. NIO is up 2.47% and LI is up 1.27%.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/25/04/45039805/tesla-vietnamese-rival-vinfast-sees-ev-deliveries-surge-296-in-q1" target="_blank" rel="noreferrer noopener">Tesla Vietnamese Rival VinFast Sees EV Deliveries Surge 296% In Q1</a></li>
</ul>
Photo: Shutterstock

Tesla's Chinese Rivals See Huge April Growth, XPeng Surges 273% In Deliveries

<ul>
<li>firefly started deliveries in late April 2025</li>
<li>23,900 vehicles were delivered in April 2025,&nbsp;increasing by 53.0% year-over-year</li>
<li>65,994 vehicles were delivered year-to-date in 2025, increasing by 44.5% year-over-year</li>
<li>Cumulative deliveries reached 737,558 as of April 30, 2025&nbsp;&nbsp;</li>
</ul>

NIO Reports 53% YoY Increase In April Vehicle Deliveries To 23,900 Vehicles

Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is drawing renewed investor interest despite recent setbacks, as Tom Lee, Head of Research at Fundstrat Global Advisors, identifies potential recovery signals amid extremely negative sentiment.
What Happened: Lee described Tesla as a &#8220;washed out&#8221; stock in a post on X on Tuesday, where he shared an analysis by Roy Mattox, Chief Market Strategist at Integrated Financial Strategies. 
Mattox revealed that his team initiated a pilot position in Tesla after the stock broke above its 200-day moving average and surpassed the $291.85 pivot point, following a sharp decline. 
Mattox acknowledged the move as an &#8220;unorthodox&#8221; and creative entry, driven not by recent earnings, which he characterized as a &#8220;horrible quarter.&#8221; Specifically, the investment is based on optimism around Tesla&#8217;s upcoming autonomous and robotaxi initiatives, as well as the anticipated rollout of the Optimus robot.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a> &#x1f447; A ‘washed out' stock <a href="https://t.co/XRsbpiunuQ">https://t.co/XRsbpiunuQ</a>
&mdash; Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) <a href="https://twitter.com/fundstrat/status/1917323549003366739?ref_src=twsrc%5Etfw">April 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/25/04/45093311/not-everyone-needs-a-thousand-ai-engineers-but-for-those-who-do-zuckerberg-says-meta-will-gladly-build-it-for-a-price">Meta CEO Mark Zuckerberg Says AI Won&#8217;t Just Be About Free Tools And Ads — Some People Will Pay A Fortune To Deploy Armies Of Digital Workers</a> Why It Matters: The investment comes as the President Donald Trump administration begins <a href="https://www.benzinga.com/25/04/45001024/trump-administration-announces-exemptions-for-autonomous-driving-companies-in-the-us-eases-self-driving-crash-report-requirements">easing regulatory hurdles for autonomous driving companies</a>. 
The National Highway Traffic Safety Administration is updating regulations to allow domestic autonomous vehicle manufacturers exemptions to U.S. Auto Safety Standards <a href="https://www.benzinga.com/25/04/45001024/trump-administration-announces-exemptions-for-autonomous-driving-companies-in-the-us-eases-self-driving-crash-report-requirements">previously reserved for imported vehicles</a>, according to Transportation Secretary Sean Duffy.
These regulatory changes could boost Tesla&#8217;s prospects as the company recently launched limited autonomous ride-hailing services in Austin and San Francisco, with Musk promising that &#8220;10 to 20&#8221; Model Ys will offer <a href="https://www.benzinga.com/markets/25/04/44979720/teslas-robotaxi-launch-in-june-will-likely-be-a-non-event-says-gary-black-this-isnt-really-a-test-market-its-an-experiment">paid robotaxi rides starting in June</a>.
Lee previously identified Tesla as a <a href="https://www.benzinga.com/markets/25/03/44549998/cathie-wood-sees-small-business-recovery-ahead-tom-lee-predicts-extremely-high-odds-of-a-v-shaped-ma">key indicator of broader market recovery</a>, noting the stock has already rebounded despite recent volatility from political scrutiny and concerns over CEO Elon Musk&#8216;s influence. 
Price Action: Tesla stock closed at $292.03 on Tuesday, up 2.15% for the day. In pre-market trading, the stock dipped 1.19% to $288.55. Year to date, Tesla shares are down 23%.
According to Benzinga Edge&#8217;s Stock Rankings, Tesla is outperforming Lucid Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), and Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) in terms of momentum, despite facing a short- to long-term downward price trend. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Sign up for more insights</a>. Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/45093263/jetblue-in-talks-with-united-airlines-over-possible-partnership-report">JetBlue In Talks With United Airlines Over Possible Partnership: Report</a></li>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Tom Lee Sees Recovery Signal In 'Washed Out' Tesla As Stock Breaks Key Level, Backed By Robotaxi And Optimus Hopes

The Future Fund Managing Partner, Gary Black, cautioned investors on Tuesday against Tesla Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) robotaxi valuations that project share prices of $2,000 or higher, arguing that such forecasts ignore market realities and competition.
What Happened: Black criticized supply-based approaches that assume Tesla will capture nearly all ride-hailing business from Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and Lyft Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>), noting that even if Tesla captured the entire profits of Uber and Lyft combined, the impact on its earnings would be minimal—adding $1.50 per share to Tesla's Earnings Per Share.
&#8220;Tesla doesn&#8217;t have a first-mover advantage, has no ride-hailing marketing, and hasn&#8217;t been approved for a single autonomous deployment license in any state yet,&#8221; Black wrote on X, adding that both Uber and Lyft will likely offer fully autonomous rides concurrently with Tesla.
Black&#8217;s skepticism extends to Tesla&#8217;s <a href="https://www.benzinga.com/markets/25/04/44979720/teslas-robotaxi-launch-in-june-will-likely-be-a-non-event-says-gary-black-this-isnt-really-a-test-market-its-an-experiment">upcoming Austin robotaxi launch</a>, which he recently described as an &#8220;experiment&#8221; rather than a true market test, with only 10-20 vehicles initially deployed.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I keep seeing <a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a> price targets that incorporate Robotaxi valuations of $2,000/share, $3,000/share or more. Most erroneously assume TSLA somehow takes 99% of the ride-hailing business away from UBER and LYFT once TSLA is approved for unsupervised autonomy and is awarded…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1917345526837830080?ref_src=twsrc%5Etfw">April 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/04/45090925/trumps-call-to-jeff-bezos-over-amazons-tariff-display-plans-draws-criticism-from-peter-schiff-this-is-the-type-of-stuff-you-might-expect-to-see-in-china">Trump&#8217;s Call To Jeff Bezos Over Amazon&#8217;s Tariff Display Earns Peter Schiff&#8217;s Ire: &#8216;Type Of Stuff You Might Expect To See In China&#8217;</a>
Why It Matters: Black&#8217;s concerns contrast sharply with ARK Invest CEO Cathie Wood&#8216;s bullish $2,600 price target, which values <a href="https://www.benzinga.com/news/25/03/44345980/cathie-wood-stands-by-teslas-2600-price-target-despite-40-stock-drop-its-winner-take-most">Tesla at over $9 trillion by 2029</a>. Wood views robotaxis as an &#8220;$8 trillion to $10 trillion opportunity&#8221; that could transform Tesla from a manufacturer to a software company with margins approaching 90%.
Despite recent positive movement after Tesla&#8217;s quarterly earnings call, where CEO Elon Musk announced he would &#8220;significantly&#8221; reduce his time at the Department of Government Efficiency, Black maintains that regulatory realities will prevent Tesla from dominating the <a href="https://www.benzinga.com/25/04/44945402/wedbushs-dan-ives-raises-teslas-price-target-to-350-as-musk-promises-to-significantly-reduce-doge-time">autonomous ride-hailing market.</a>
&#8220;Despite Tesla&#8217;s fleet, data, and compute advantages,&#8221; Black wrote, &#8220;regulators will ensure that others are approved soon after. And Tesla&#8217;s lack of marketing skills remains its Achilles heel.&#8221;
Benzinga Edge&#8217;s Stock Rankings indicate that while Tesla faces a short- to long-term negative price trend, it still outperforms Lucid Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), and Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) in terms of momentum. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Sign up for more insights</a>.
Read Next:
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<li><a href="https://www.benzinga.com/media/25/04/45089307/trump-says-hes-already-ended-inflation-at-michigan-rally-held-to-mark-100-days-in-office-promises-to-protect-medicare-and-social-security-democrats-plan-senate-ba" target="_blank" rel="noreferrer noopener">Trump Says He's ‘Already Ended Inflation' At Michigan Rally Held To Mark 100 Days In Office, Promises To Protect Medicare And Social Security — Democrats Plan Senate Barrage</a></li>
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Photo Courtesy: Ian Dewar Photography On Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

LYFT

UBER

Tesla's 'Marketing Skills Remain Its Achilles Heel,' Says Gary Black As Robotaxi Valuations Ignore Market Limits—Full Uber, Lyft Profits Still Fall Short Of $2,000 Target

NIO's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) short percent of float has fallen 5.3% since its last report. The company recently reported that it has 220.08 million shares sold short, which is 13.4% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.8 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>NIO Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745949690_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for NIO has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing NIO's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, NIO's peer group average for short interest as a percentage of float is 8.69%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is NIO Gaining or Losing Market Support?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$300.00</td>
<td>$25.4K</td>
<td>28.0K</td>
<td>159.2K</td>
</tr>
<tr>
<td>NIO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$4.00</td>
<td>$48.1K</td>
<td>66.7K</td>
<td>6.4K</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$35.00</td>
<td>$34.8K</td>
<td>22.5K</td>
<td>4.5K</td>
</tr>
<tr>
<td>PII</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$30.00</td>
<td>$33.2K</td>
<td>294</td>
<td>3.5K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$190.00</td>
<td>$35.3K</td>
<td>24.5K</td>
<td>2.2K</td>
</tr>
<tr>
<td>WW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$0.50</td>
<td>$40.1K</td>
<td>10.5K</td>
<td>1.5K</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$58.00</td>
<td>$31.6K</td>
<td>1.3K</td>
<td>610</td>
</tr>
<tr>
<td>GES</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$11.00</td>
<td>$27.0K</td>
<td>1.2K</td>
<td>300</td>
</tr>
<tr>
<td>CVNA</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/02/25</td>
<td>$275.00</td>
<td>$55.1K</td>
<td>34</td>
<td>176</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$30.00</td>
<td>$35.0K</td>
<td>395</td>
<td>154</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on May 2, 2025. This event was a transfer of 106 contract(s) at a $300.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $240.0 per contract. There were 28054 open contracts at this strike prior to today, and today 159283 contract(s) were bought and sold. 
• Regarding NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), we observe a put option sweep with bearish sentiment. It expires in 53 day(s) on June 20, 2025. Parties traded 1500 contract(s) at a $4.00 strike. This particular put needed to be split into 39 different trades to become filled. The total cost received by the writing party (or parties) was $48.1K, with a price of $32.0 per contract. There were 66788 open contracts at this strike prior to today, and today 6488 contract(s) were bought and sold. 
• Regarding JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we observe a call option trade with bullish sentiment. It expires in 53 day(s) on June 20, 2025. Parties traded 200 contract(s) at a $35.00 strike. The total cost received by the writing party (or parties) was $34.8K, with a price of $174.0 per contract. There were 22508 open contracts at this strike prior to today, and today 4502 contract(s) were bought and sold. 
• Regarding PII (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PII#NYSE">PII</a>), we observe a put option trade with bearish sentiment. It expires in 18 day(s) on May 16, 2025. Parties traded 277 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $33.2K, with a price of $120.0 per contract. There were 294 open contracts at this strike prior to today, and today 3559 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option sweep with bullish sentiment. It expires in 18 day(s) on May 16, 2025. Parties traded 58 contract(s) at a $190.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $35.3K, with a price of $610.0 per contract. There were 24506 open contracts at this strike prior to today, and today 2208 contract(s) were bought and sold. 
• Regarding WW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WW#NASDAQ">WW</a>), we observe a put option sweep with bearish sentiment. It expires in 263 day(s) on January 16, 2026. Parties traded 1000 contract(s) at a $0.50 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $40.1K, with a price of $40.0 per contract. There were 10586 open contracts at this strike prior to today, and today 1539 contract(s) were bought and sold. 
• For NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we notice a call option sweep that happens to be bearish, expiring in 18 day(s) on May 16, 2025. This event was a transfer of 177 contract(s) at a $58.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.6K, with a price of $179.0 per contract. There were 1387 open contracts at this strike prior to today, and today 610 contract(s) were bought and sold. 
• Regarding GES (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GES#NYSE">GES</a>), we observe a put option sweep with bearish sentiment. It expires in 53 day(s) on June 20, 2025. Parties traded 300 contract(s) at a $11.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $27.0K, with a price of $90.0 per contract. There were 1273 open contracts at this strike prior to today, and today 300 contract(s) were bought and sold. 
• Regarding CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we observe a put option trade with neutral sentiment. It expires in 4 day(s) on May 2, 2025. Parties traded 15 contract(s) at a $275.00 strike. The total cost received by the writing party (or parties) was $55.1K, with a price of $3679.0 per contract. There were 34 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option trade that happens to be bearish, expiring in 53 day(s) on June 20, 2025. This event was a transfer of 4 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $35.0K, with a price of $8771.0 per contract. There were 395 open contracts at this strike prior to today, and today 154 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AMZN

CVNA

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

VinFast Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VFS#NASDAQ">VFS</a>) announced its <a target="_blank" href="https://www.benzinga.com/topic/electric-vehicle" rel="noreferrer noopener">preliminary vehicle deliveries</a> for the first quarter of 2025 on Monday.
The Vietnamese EV maker delivered 36,330 electric vehicles globally in the first quarter of 2025, representing a 296% increase <a href="https://www.sec.gov/Archives/edgar/data/1913510/000110465925039645/tm2513200d1_ex99-1.htm" target="_blank" rel="noreferrer noopener">year-over-year</a>. VF 3 and VF 5 accounted for 67% of total deliveries during the quarter.
VF 5 deliveries grew 153% Y/Y, and VF 6 deliveries grew 453% Y/Y.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44109727/vinfast-and-jta-investment-qatar-ink-1-billion-deal-eyeing-ev-and-tourism-growth" rel="noreferrer noopener">Vietnamese EV Maker VinFast And JTA Investment Qatar Ink $1 Billion Deal For EV And Tourism Growth</a>
 VinFast also announced that it delivered 44,904 e-scooters and e-bikes in the first quarter of 2025, representing a 473% year-over-year increase.
The company will release its first-quarter 2025 financial results before the market opens on June 9, 2025. 
VinFast Auto stock tanked 23% year-to-date. The company <a href="https://www.benzinga.com/news/earnings/25/04/44989420/vinfast-auto-maintains-ev-delivery-outlook-amid-macro-uncertainty-despite-q4-margin-drag" target="_blank" rel="noreferrer noopener">reported fourth-quarter</a> earnings per share of a 54-cent loss, missing the street view of a 23-cent loss. Revenues of $677.89 million missed the analyst consensus estimate of $859.08 million.
The company aimed to at least double global deliveries in fiscal 2025 while continuing to monitor evolving macroeconomic conditions.
Now let us compare the EV deliveries with the U.S. EV giant and Chinese peers.
Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/44607859/teslas-deliveries-slide-in-q1-amid-production-setbacks-political-backlash" rel="noreferrer noopener">delivered 336,681 vehicles</a> (323,800 Model 3/Y) during the quarter, down from 386,810 vehicles a year ago. The company said that while the changeover of Model Y lines across all four of its factories led to the loss of several weeks of production in the first quarter, the ramp of the New Model Y continues to go well.
For the first quarter of 2025, XPeng (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) delivered 94,008 Smart EVs, a 331% increase <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/44582215/chinas-xpeng-clocks-record-q1-ev-sales-deliveries-surge-3-6x" rel="noreferrer noopener">over last year</a>.
Li Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) reported&nbsp;first-quarter deliveries to 92,864, up by 15.5%.
Nio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) delivered 42,094 vehicles in the first quarter of 2025, a 40.1% growth.&nbsp;
Price Action: VFS shares were trading 3.25% higher at $3.34 as of Monday&#8217;s last check.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44934176/rivian-taps-ai-expert-aidan-gomez-to-drive-innovation-advanced-technology-integration" target="_blank" rel="noreferrer noopener">Tesla Rival Rivian Taps AI Expert Aidan Gomez To Drive Innovation</a></li>
</ul>
Photo: Shutterstock

Tesla Vietnamese Rival VinFast Sees EV Deliveries Surge 296% In Q1

Sen.&nbsp;Elizabeth Warren&nbsp;(D-Mass.) requested answers from&nbsp;Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) CEO&nbsp;Tim Cook, citing a&nbsp;pattern of &#8220;influence-peddling&#8221;&nbsp;between the&nbsp;iPhone-maker and the&nbsp;Donald Trump&nbsp;administration over the <a href="https://www.benzinga.com/tech/25/04/44970168/elizabeth-warren-slams-tim-cook-over-alleged-backdoor-deal-with-trump-to-shield-apple-from-crushing-china-tariffs-creates-the-appearance-of-impropriety" target="_blank" rel="noreferrer noopener">trade negotiations with China</a>.
Amid escalating trade tensions between the U.S. and China, tech bull&nbsp;Dan Ives thinks the time is &#8220;ticking&#8221; for trade deals as Wall Street reels from the aftermath of a tug-of-war <a target="_blank" href="https://www.benzinga.com/25/04/44891715/tech-bull-says-time-ticking-for-trade-deals-as-earnings-season-gathers-steam-calls-nvidias-china-disclosure-a-game-of-who-blinks-first" rel="noreferrer noopener">between the world&#8217;s top two economies</a>.
Earnings
STMicroelectronics N.V.&#8216; (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>) first-quarter FY25 net revenues of $2.52 billion represented a 27.3% year-over-year decline, beating the&nbsp;analyst consensus estimate of $2.51 billion. EPS of $0.06&nbsp;beat&nbsp;the&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978860/stmicro-calls-out-bottom-in-q1-forecasts-q2-rebound-focusing-on-cost-cuts" rel="noreferrer noopener">analyst consensus estimate&nbsp;of $0.04</a>.
Alphabet Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) reported first-quarter revenue of $90.23 billion, up 12% year-over-year, beating a Street consensus estimate of $89.2 billion and EPS of $2.81, beating a Street <a target="_blank" href="https://www.benzinga.com/25/04/44995955/alphabet-q1-earnings-highlights-google-search-youtube-cloud-show-robust-momentum" rel="noreferrer noopener">consensus estimate of $2.01</a>.
T-Mobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) reported first-quarter EPS of&nbsp;$2.58, which beat the analyst consensus estimate of&nbsp;$2.44, and revenue of&nbsp;$20.89 billion, beating the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details" rel="noreferrer noopener">consensus estimate of&nbsp;$20.62 billion</a>.
VinFast Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VFS#NASDAQ">VFS</a>) reported&nbsp;quarterly&nbsp;earnings per share of 54 cents loss, missing the street view&nbsp;of 23 cents loss and, revenues of $677.89 million missed the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44989420/vinfast-auto-maintains-ev-delivery-outlook-amid-macro-uncertainty-despite-q4-margin-drag" rel="noreferrer noopener">consensus estimate of $859.08 million</a>.
International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) reported quarterly earnings of $1.60 per share, which beat the analyst consensus estimate of $1.40 and revenue of $14.54 billion beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details" rel="noreferrer noopener">consensus estimate of $14.4 billion</a>.
Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) reported first-quarter revenue of&nbsp;$4.07 billion, versus&nbsp;estimates&nbsp;of $3.91 billion, and EPS of&nbsp;$1.28, <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44966804/texas-instruments-q1-earnings-revenue-beat-eps-beat-strong-guidance-prepared-to-navigate-the-evolving-supply-chain-dynamics" rel="noreferrer noopener">versus estimates of $1.07</a>.
Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) reported quarterly earnings of&nbsp;$1.04&nbsp;per share, which beat the analyst consensus estimate of&nbsp;98 cents, and, revenue of $4.72 billion,&nbsp;which beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44965339/lam-research-stock-climbs-after-strong-q3-results-q4-guidance-above-estimates" rel="noreferrer noopener">consensus estimate of&nbsp;$4.59 billion</a>.
Check Point Software Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) reported quarterly revenue growth of 7% year over year to $637.8 million, topping the&nbsp;analyst consensus estimate of $636.2 million and adjusted EPS of $2.21, beat the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/25/04/44962682/check-point-q1-earnings-revenue-beats-expectations-ceo-highlights-strong-demand-for-quantum-force-and-ai-platform" rel="noreferrer noopener">consensus estimate of $2.19.</a>
AT&amp;T Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) reported operating revenues of $30.63 billion beating the&nbsp;analyst consensus estimate of $30.35 billion and adjusted EPS of $0.51 also beat&nbsp;the&nbsp;analyst<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44947739/att-adds-324-thousand-postpaid-subscribers-in-q1-outpaces-verizons-289-thousand-loss" rel="noreferrer noopener"> consensus estimate of $0.49</a>.
SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) reported quarterly revenue of 9.01 billion euros ($9.48 billion), beating analyst estimates and earnings of 1.44 euros ($1.54) per share <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44938879/sap-shares-climb-on-better-than-expected-q1-results" rel="noreferrer noopener">also came in ahead of estimates</a>.
Verizon Communications (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) reported&nbsp;fiscal&nbsp;first-quarter revenue growth was 1.5% year-over-year, reaching $33.49 billion, topping the&nbsp;analyst consensus estimate of $33.24 billion. Adjusted EPS of $1.19 topped the&nbsp;<a target="_blank" href="https://www.benzinga.com/25/04/44920917/verizon-struggles-with-subscriber-losses-from-price-increases-competition-and-lower-government-support" rel="noreferrer noopener">analyst&nbsp;consensus estimate of $1.15</a>.
Smartphones &amp; Technology
The&nbsp;iPhone 17 series, the latest smartphone line-up from&nbsp;Apple, is reportedly facing significant stock shortages, and CEO&nbsp;Tim Cook&nbsp;is worried about it. The scarcity of Low CTE fiberglass cloth is reportedly causing a strain <a href="https://www.benzinga.com/25/04/44917129/apple-ceo-tim-cook-gets-anxious-over-this-issue-threatening-the-inventory-of-iphone-17-he-is-pushing-suppliers-every-day" target="_blank" rel="noreferrer noopener">on the&nbsp;stock of the iPhone 17&nbsp;series.</a>
Elon Musk&nbsp;says that&nbsp;Neuralink, which specializes in creating Brain-Computer Interfaces (BCI), will help <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44892867/elon-musk-says-neuralink-will-help-blind-people-see-again-will-exceed-the-best-human-eyes" rel="noreferrer noopener">‘completely blind&#8217; people see again</a>.
Elon Musk&#8216;s BCI (Brain-Chip Interface) company&nbsp;Neuralink&nbsp;is reportedly eyeing an $8.5 billion pre-money valuation<a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44972585/elon-musks-neuralink-eyes-8-5-billion-pre-money-valuation-in-latest-funding-round-report" rel="noreferrer noopener"> amid talks with potential investors</a>.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) introduced a newly redesigned version of <a target="_blank" href="https://www.benzinga.com/25/04/44973292/satya-nadella-calls-it-scaffolding-for-my-workday-introduces-microsoft-365-copilots-ai-glow-up-to-reshape-how-we-work" rel="noreferrer noopener">its Microsoft 365 Copilot app</a>.
Automotive
Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has reportedly pivoted its marketing for the Cybertruck as CEO&nbsp;Elon Musk&#8216;s EV giant rebrands the vehicle <a href="https://www.benzinga.com/markets/25/04/44919745/cybertruck-gets-a-down-to-earth-redesign-as-tesla-shifts-to-traditional-pickup-marketing-amid-poor-sales" target="_blank" rel="noreferrer noopener">to showcase its utilitarian quotient</a>.
Tesla plans to ramp up production of its&nbsp;humanoid robot&nbsp;Optimus&nbsp;are facing significant roadblocks due to supply chain constraints and China&#8217;s new export <a target="_blank" href="https://www.benzinga.com/25/04/44941025/tesla-optimus-robot-hit-by-chinas-rare-earth-magnet-crackdown-elon-musk-says-thousands-may-be-ready-by-year-end-but-no-guarantees-when-you-have-a-complex-manufactured-product" rel="noreferrer noopener">restrictions on rare earth materials</a>.
Elon Musk&nbsp;shared a comprehensive list of updates on the company&#8217;s FSD (Full Self-Driving) technology, crucial <a href="https://www.benzinga.com/news/earnings/25/04/44943387/elon-musk-shares-fsd-update-at-tesla-earnings-call-10-to-20-model-ys-will-offer-paid-robotaxi-rides-in-june" target="_blank" rel="noreferrer noopener">for Tesla&#8217;s Cybercab ambitions</a>.
Tesla has revealed that the company is running its autonomous ride-hailing service in Austin, as well as<a target="_blank" href="https://www.benzinga.com/tech/25/04/44972108/tesla-quietly-launched-robotaxi-service-for-employees-before-june-debut-now-reports-1500-completed-trips" rel="noreferrer noopener"> the San Francisco Bay Area</a>.
Chinese battery manufacturer&nbsp;CATL&nbsp;(Contemporary Amperex Technology Co. Limited) has launched the second-generation <a target="_blank" href="https://www.benzinga.com/markets/25/04/44894382/tesla-battery-supplier-catl-unveils-new-fast-charging-battery-with-323-mile-range-in-five-minutes" rel="noreferrer noopener">‘Shenxing&#8217; fast-charging battery</a>.
Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) has announced it will delay the launch of its Firefly EV in Europe to the third quarter after it claimed to launch <a target="_blank" href="https://www.benzinga.com/25/04/44915240/tesla-rival-nio-delays-the-european-launch-of-firefly-ev-report" rel="noreferrer noopener">the product in the first half of 2025</a>.
General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) will continue to produce its Ultium architecture-based EVs like the Chevrolet Equinox at its production <a target="_blank" href="https://www.benzinga.com/markets/25/04/44916042/general-motors-has-no-plans-to-move-ev-production-away-from-mexico-despite-tariff-uncertainty" rel="noreferrer noopener">facility in Ramos Arizpe, Mexico</a>.
Geely Automobile Holdings&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/GELYF#OTC">GELYF</a>) announced that the company will share its battery safety <a target="_blank" href="https://www.benzinga.com/25/04/44945220/chinas-geely-announces-it-will-share-battery-safety-patents-safety-lab-with-the-auto-industry" rel="noreferrer noopener">patents at the Shanghai Auto Show</a>.
BYD Co., Ltd (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) is pivoting its European strategy as the Chinese EV manufacturer looks <a href="https://www.benzinga.com/25/04/44946809/byd-rejigs-european-strategy-amid-lack-of-market-knowledge-and-modest-dealer-network-report" target="_blank" rel="noreferrer noopener">to expand into the market</a>.
Image: Shutterstock

Mid Cap

AAPL

CHKP

GELYF

GOOG

LRCX

MSFT

TMUS

Consumer Tech News (Apr 21-Apr 25): Microsoft's Copilot Gets a Sleek New Look, Apple Under Fire For 'Influence-Peddling' In US-China Trade & More

ABNB

APTV

BOOT

CAVA

DASH

DECK

New Oriental Education & Technology Group

GPRO

IRBT

MMYT

PTON

RACE

SERV

XELB

XWEL

Shares of companies within the broader consumer discretionary sector are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today.

Whales with a lot of money to spend have taken a noticeably bearish stance on NIO.
Looking at options history for NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 37% of the investors opened trades with bullish expectations and 62% with bearish.
From the overall spotted trades, 4 are puts, for a total amount of $173,842 and 4, calls, for a total amount of $842,800.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $3.0 to $10.0 for NIO over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
In today's trading context, the average open interest for options of NIO stands at 29395.71, with a total volume reaching 18,249.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in NIO, situated within the strike price corridor from $3.0 to $10.0, throughout the last 30 days.
<h3>NIO Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745517642_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$0.7</td>
<td>$0.69</td>
<td>$0.69</td>
<td>$5.00</td>
<td>$483.0K</td>
<td>93.6K</td>
<td>10.6K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$0.7</td>
<td>$0.69</td>
<td>$0.69</td>
<td>$5.00</td>
<td>$207.0K</td>
<td>93.6K</td>
<td>3.6K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$1.15</td>
<td>$1.12</td>
<td>$1.12</td>
<td>$3.00</td>
<td>$112.3K</td>
<td>18.1K</td>
<td>1.0K</td>
</tr>
<tr>
<td>NIO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$6.1</td>
<td>$6.0</td>
<td>$6.0</td>
<td>$10.00</td>
<td>$60.0K</td>
<td>1.9K</td>
<td>100</td>
</tr>
<tr>
<td>NIO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$0.95</td>
<td>$0.9</td>
<td>$0.95</td>
<td>$3.50</td>
<td>$42.7K</td>
<td>5.1K</td>
<td>454</td>
</tr>
</tbody>
</table>

<h3>About NIO</h3>
Nio is a leading electric vehicle maker, targeting the premium segment. Founded in November 2014, Nio designs, develops, jointly manufactures, and sells premium smart electric vehicles. The company differentiates itself through continuous technological breakthroughs and innovations such as battery swapping and autonomous driving technologies. Nio launched its first model, its ES8 seven-seater electric SUV, in December 2017, and began deliveries in June 2018. Its current model portfolio includes midsize to large sedans and SUVs. It sold around 222,000 EVs in 2024, accounting for about 2% of the China passenger new energy vehicle market.
Having examined the options trading patterns of NIO, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>NIO's Current Market Status</h3>
<ul>
<li>With a volume of 39,544,016, the price of NIO is up 6.74% at $4.2. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 42 days.</li>
</ul>
<h3>What The Experts Say On NIO</h3>
Over the past month, 1 industry analysts have shared their insights on this stock, proposing an average target price of $3.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Mizuho persists with their Neutral rating on NIO, maintaining a target price of $3. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for NIO, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

This Is What Whales Are Betting On NIO

<a href="https://www.benzinga.com/topic/chinese-stocks" target="_blank" rel="noreferrer noopener">U.S.-listed China stocks</a> rose on Wednesday, spurred by optimism over Beijing&#8217;s softening trade tensions with Washington following the latest comments from the Trump administration.
Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), PDD Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), and&nbsp;Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) maintained their rally Wednesday.
Electric vehicle companies, including&nbsp;NIO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>),&nbsp;Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and&nbsp;XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), also noted strong upward momentum.
President Donald Trump hinted at a substantial reduction in tariff rates as he proposed to treat China fairly as its trading partner, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-23/chinese-stocks-in-hong-kong-rally-on-bets-trade-tensions-to-ease?sref=TBDibEcD" rel="noreferrer noopener">reports</a> on Wednesday.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44874701/temu-and-shein-to-raise-prices-amid-us-tariffs-slash-ad-spend-on-apple-meta" rel="noreferrer noopener">Temu And Shein To Raise Prices Amid US Tariffs, Slash Ad Spend On Apple, Meta</a>
On Tuesday, Treasury Secretary Scott Bessent&nbsp;acknowledged during an investor summit the impracticability and mutual challenges of a tariff war with China.
Trump&#8217;s&nbsp;hint of retaining Federal Reserve Chair Jerome Powell also buoyed the spirits.
Additionally, Chinese trade flows <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/44935325/why-are-us-listed-chinese-stocks-trading-higher-on-tuesday" rel="noreferrer noopener">exhibited momentum in</a> April despite President Donald Trump&#8217;s tariff war against&nbsp;its trading partners.
Trump&#8217;s tariff relief on electronic products and pause of reciprocal tariffs against most countries posed a tailwind.
Separate reports indicated that China&#8217;s&nbsp;Xi Jinping&nbsp;is eyeing Europe as a key trading partner as it proposes to tap the&nbsp;strained U.S.-EU relations.
Investors can gain exposure to the stock rally via China ETFs trading in the U.S., including iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>).
Price Action: BABA stock gained 2.57% on Wednesday. PDD was up 2.08, BIDU up 2.88%.
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Photo via Shutterstock

US-Listed China Stocks Surge As Trump Hints At Tariff Cuts and Softening Trade Tensions

NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) saw its shares gain ground on Wednesday as optimism rose over a potential easing of<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/44935649/alibaba-nio-pdd-shares-rise-amid-potential-de-escalation-of-china-trade-tensions-whats-going-on" rel="noreferrer noopener"> trade tensions between the United States and China.</a>
During a closed-door event hosted by JPMorgan Chase &amp; Co. in Washington, U.S. Treasury Secretary Scott Bessent hinted at the possibility of a thaw in the current tariff standoff on Tuesday, which has cast a shadow over cross-border commerce.
Meanwhile, Nio's sub-brand Onvo made headlines at the 2025 Shanghai Auto Show by revealing its new flagship SUV, the L90.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44942792/tesla-q1-earnings-call-company-says-more-affordable-models-launching-this-year" rel="noreferrer noopener">Tesla Says More Affordable Models Launching This Year: ‘They Will Be Affordable And You'll Be Able To Buy One'</a>
Designed with space efficiency and family use in mind, the vehicle will hit the Chinese market later this year, CNeV Post <a target="_blank" href="https://cnevpost.com/2025/04/23/nio-onvo-unveils-l90-shanghai-auto-show/" rel="noreferrer noopener">reports</a>.
Onvo's L90 boasts generous dimensions — stretching over 5.1 meters long — and includes a wheelbase exceeding 3.1 meters.
The vehicle accommodates six passengers while still offering a trunk capacity for seven standard 20-inch suitcases. Additionally, the front trunk (frunk) features 240 liters of space, enough to stow away two large suitcases and a compact one, which Onvo says is currently unmatched in China.
Eric Yu, head of product at Onvo, underscored the L90's storage credentials, citing its market-leading frunk volume among SUVs available domestically, CnEV Post adds.
Meanwhile, William Li, Nio's founder and CEO, used the event to provide a detailed roadmap of the company's product pipeline for the year.
He confirmed that the revamped third-generation ES8 would debut in Q4, along with the unveiling of Onvo's next release — the L80 SUV, CnEV Post <a target="_blank" href="https://cnevpost.com/2025/04/23/nio-3rd-gen-es8-onvo-l80-q4/" rel="noreferrer noopener">reports</a>.
Nio plans to maintain a steady stream of product launches throughout 2025, ultimately reaching a total of nine models. These include the recently released ET9 luxury sedan and the compact Firefly, as well as updated versions of its ET5, ET5 Touring, ES6, and EC6 lines.
Price Action: NIO shares closed higher by 4.80% to $3.93&nbsp;on Wednesday.
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Photo by Tada Images via Shutterstock

What's Going On With Chinese EV Manufacturer NIO Stock On Wednesday?

NIO, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) stock is moving higher after President Donald Trump indicated that the final tariff rate with China would be &#8220;substantially&#8221; below the current 145% <a href="https://www.benzinga.com/government/regulations/25/04/44959325/stocks-surge-on-china-tariff-hopes-tesla-jumps-gold-loses-shine-whats-driving-markets-wednesday">but not 0%.</a>
The Details: According to the <a href="https://www.wsj.com/politics/policy/white-house-considers-slashing-china-tariffs-to-de-escalate-trade-war-6f875d69?mod=hp_lead_pos1">Wall Street Journal</a>, a senior White House official said that the Trump administration is contemplating lowering the rate to between 65% and 50%. The administration may also adopt a tiered approach, with tariff rates varying based on what is deemed strategic to America's interests.
Trump said he was optimistic about trade talks and plans to be "very nice" in order to reach a deal. The move is part of the administration&#8217;s attempt to ease tensions in the US–China trade relationship.
China has signaled it is open to trade talks with the US, but not under threats from the administration.
No final decision has been made regarding the tariff rate with China.
NIO and several other US-listed Chinese stocks may be moving higher as lower tariffs on raw materials and components could ease production costs. NIO has also expressed strong interest in entering the U.S. market, where high tariffs would present a barrier to competitive pricing.
The automobile industry and NIO may also be getting a boost after Tesla reported first-quarter earnings Tuesday after the market closed. During <a href="https://www.benzinga.com/25/04/44940401/elon-musk-says-hell-only-spend-day-or-two-per-week-on-government-matters-to-ensure-fraud-does-not-come-roaring-back-ceos-focus-to-shift-to-tesla-beginning-may">the earnings call</a>, CEO Elon Musk told investors he is reducing his time commitment to the Department of Government Efficiency.
Investors may see Musk's reduced government focus as a signal that he plans to dedicate more time to Tesla's core operations, which could boost confidence in the broader EV sector, including companies like NIO.
Related Link: <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44961386/pepe-surges-23-in-7-days-can-it-flip-shiba-inu-dogecoin">Pepe Surges 23% In 7 Days: Can It Flip Shiba Inu, Dogecoin?</a>
NIO Price Action: At the time of publication, NIO stock is trading 5.20% higher at $3.94, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro.</a>
Image: via Shutterstock

NIO Stock Trades Higher On Potential China Tariff Cuts, EV Sector Optimism

Press Releases

NIO Inc. Provides February 2025 Delivery Update

NIO Inc. to Report Unaudited Fourth Quarter and Full Year 2024 Financial Results on Friday, March 21, 2025

Earnings

NIO Inc. Reports Unaudited Fourth Quarter and Full Year 2024 Financial Results

China's Belt and Road Initiative Targets Critical Minerals to Bolster Tech Industries

NIO Inc. Announces Proposed Offering of New Shares

Financing

NIO Inc. Announces Pricing of Upsized HK$4,030 Million Offering of New Shares

NIO Inc. Provides March and First Quarter 2025 Delivery Update

NIO Inc. Announces Completion of HK$4,030 Million Offering of New Shares

NIO Inc. Files Its 2024 Annual Report on Form 20-F

NIO Inc. Provides April 2025 Delivery Update

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欧州連合（EU）やアメリカの関税引き上げに対する対応として、中国の電気自動車（EV）メーカーが潜在的な市場としてアフリカを探っている。
出来事：EUと米国が中国EVに対して関税を引き上げる決定を受け、中国企業は代替市場を求めている。月曜日、南シナ・モーニング・ポストが<a href="https://www.scmp.com/news/china/diplomacy/article/3269234/chinese-ev-makers-bypass-eu-and-us-tariff-roadblock-turning-towards-africa?module=top_story&amp;pgtype=homepage">報じた</a>ところによると、中国の電気自動車メーカー<a class="link rapid-noclick-resp" href="https://www.bloomberg.com/quote/NN0002:HK">Neta Auto</a>の副社長、周江氏は、その関税を「保護主義的な政策」と緩く例え、「一時的な後退」とした。
周氏は、中国のEVブランドの海外展開においてケニアにあるNeta Autoの最初のアフリカ店の重要性を強調した。周氏によれば、アフリカ、東南アジア、南米、一部の欧州市場が中国のEVブランドの関心を集めているとのことだ。
6月12日、欧州委員会は、7月4日より中国製EV輸入品に最大38％の追加関税を発表し、この一環として米国は中国製EV輸入品に対する関税を25％から100％にまで4倍に引き上げることを決定した。EUと米国の両国政府は、中国が自国の自動車メーカーに補助金を提供して市場を歪め、低コストのEV車が流入する原因となったとして中国を非難している。中国政府はこれらの主張を「根拠のない誇張」と一蹴した。
関連記事：<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39647985/tesla-most-undervalued-ai-play-in-the-market-analyst-says-rubber-meets-the-road-on-?itm_source=parsely-api" target="_blank" rel="noopener noreferrer">Teslaのロボタクシー、ロードスターデーを前に再び注目される</a>
ナイロビにおいて、Neta AutoはNeta Vスターモデル車を発売し、満充電時に約380kmの走行が可能な価格は3万1,000ドル前後。同社はケニアに拠点を置くAssociated Vehicle Assemblers社と月に250台のEV車を組み立てるための覚書も締結し、アフリカ全域へのNeta EV輸出のハブとしての地位を確立した。
今後2年間でNeta Autoは20か国に進出し、アフリカで100の店舗を開く予定であり、3年以内に年間販売台数は2万台以上になることを目指している。
今回の出来事の重要性：中国EV車に対するEUの追加関税は、この動きにとって大きな要因となっている。中国の国家補助金を受けることで低コストでEV車を生産できる中国製EV車が、市場内の国内勢を押しやるという懸念から、これらの関税が導入された。
関税の引き上げにも関わらず、中国のEVメーカーは引き続きグローバルでの拡張を進めている。BYD Co., Ltd.（OTC:BYDDF）などの企業は貿易摩擦にもかかわらず、現地の工場への投資を続けている。また、BYDは<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">タイに初工場を開設する</a>計画も立てており、それにより乗用車の販売を増やす方針。 中国のEV車メーカーは<a class="ticker" href="https://www.benzinga.com/news/24/07/39612852/warren-buffett-backed-chinese-ev-giant-byd-to-open-first-southeast-asia-factory-to-increase-car-sale">タイに初の工場を設置</a>する計画も立てており、それにより乗用車の販売を増やす方針。
中国のEVメーカーは好調を維持しており、NIO Inc.（NYSE:NIO）は2024年6月に2万1209台の車両を納入し、年初比で98.1％の成長を遂げた。同じ月には、XPeng（NYSE:XPEV）も1万688台の車両を納入し、年初比で24％の成長を遂げた。Li Auto（NASDAQ:LI）は、12月に記録した5万353台のEV車にわずかに届かなかったが、6月には4万7774台の車両を納入した。 これにより、中国のEVメーカーは課題にもかかわらず、世界的な影響力を持つ企業の拡大を実現している。
株価の変動： <a href="https://pro.benzinga.com">Benzinga Pro</a>によると、月曜日のプレマーケット取引では、Nioは株価が1.52％低下し、4.560ドルで取引されている。前週金曜日の終値は4.620ドル。Li Autoは、前日比1.66％安い20.46ドルで取引されており、XPengは前週末の終値7.920ドルから3.91％安い7.610ドルで取引されている。一方、BYDの終値は60.10ドルとなっている。
次の一手
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/technicals/24/07/39646799/nio-stock-takes-a-wild-ride-leadership-shake-up-mixed-technical-signals?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Nio Stock Takes A Wild Ride: Leadership Shake-Up, Mixed Technical Signals</a></li>
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この記事は、<a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>によって作成され、Pooja Rajkumariによって編集されました

電気自動車メーカーのFisker Inc（OTCPK: FSRN）は、かつて市場で人気を博していたが、月曜日に破産を申請した。Fiskerの破産が、<a href="https://www.benzinga.com/markets/equities/24/05/38823888/shifting-gears-tesla-rivian-accelerate-in-ev-market-lucid-hits-a-bump">進展が見られている</a>EV市場にとって、どのような影響があるのか？
出来事 結論から言うと、Fiskerは資金を失ったということだ。カリフォルニア州マンハッタンビーチに本社を置く同社は、売上流動性と製造に問題を抱えていた。同社は高いコストによって低い消費者需要が押しつぶされる中、利益を上げることはなかった。
3月、Fiskerは、同社の顧客が40000人以上、車両の予約をキャンセルしたと<a href="https://www.benzinga.com/news/24/03/38002269/ev-startup-fisker-drowning-in-ocean-cancellations-as-over-40-000-reservations-reportedly-scrapped">報告された</a>。これは同社の重要なバックログの中でもかなりの部分を占めている。
4月には、米国道路安全保険協会（NHTSA）がOcean車両に関して、車両のドアが正常に開かないという苦情を受け取ったことを受けて、同社のOcean（オーシャン）車両について<a href="https://www.benzinga.com/government/24/04/38084704/cash-strapped-fisker-drops-2024-guidance-scrambles-for-solutions-as-nhtsa-probe-adds-salt-to-financi">予備的な規制調査</a>が開始された。
6月13日、同社は、ソフトウェアと安全規制への適合問題を理由に、18000台のOcean SUV車両をリコールすると<a href="https://www.benzinga.com/news/24/06/39305632/nearly-bankrupt-fisker-to-recall-over-18-000-ocean-suvs-across-north-america-and-europe">発表した</a>。Ocean SUVは、同社の生産中の車両でした。
2021年の最高値では、Fiskerは約80億ドルの時価総額に<a href="https://companiesmarketcap.com/fisker/marketcap/">達した</a>。しかし今では、同社の価値はほぼゼロに等しい。
残りのプレイヤーたち: 最も明らかなEV純粋プレイ企業には、Tesla Inc（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>）、Rivian Automotive Inc（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>）、Lucid Group Inc（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>）が含まれる。Teslaは利益を出しているが、P/E比は47である。一方でRivianとLucidは、<a href="https://www.benzinga.com/analyst-ratings/analyst-color/23/11/35637982/rivian-on-path-to-profit-despite-musks-doubts-analyst-tells-why-ev-startup-can-achi">財務状況が悪化してい</a>り、破産の危険がある。 Arrival SAと<a class="ticker" href="https://www.benzinga.com/stock/LORD#NASDAQ">Lordstown Motors</a>は、最近<a href="https://www.benzinga.com/news/24/06/39264971/another-ev-maker-bites-the-dust-arrival-joins-growing-list-of-bankrupt-startups">破産の犠牲者</a>になった。
市場には、これからも続く状況が想定される外国系メーカーには、Li Auto Inc（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>）、Nio Inc（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>）、VinFast Auto Ltd（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/VFS#NASDAQ">VFS</a>）、BYD Company（OTC：<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>）の自動車部門がある。
業界の影響 最近の数年間において、主要な電気自動車会社の株価が急落したことで、投資家たちは電気自動車業界についてますます悲観的になっている。米国の<a href="https://www.benzinga.com/news/24/05/39104987/americans-cling-to-gas-cars-over-evs-even-at-equal-prices-survey-reveals-whats-the-biggest-factor">消費者</a>は電気自動車を運転することに慎重であり、また<a href="https://www.benzinga.com/news/events/24/05/38993825/musk-is-an-innovator-but-gm-must-think-through-stances-based-on-company-values-mary-barra">電気自動車の普及を遅らせる</a>数々の障害がある。
ビッグスリー自動車メーカー（Ford Motor Co（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>）、General Motors Co（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>）、Stellantis NV（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>））は、電気フリートの開発に数十億ドルを投じている。これら3社は、EV純粋プレイ企業と同様の課題に直面しているが、既存のガソリン車事業が利益を出しているため、彼らのビジネスは利益を上げている。
電気自動車業界に参入した多くのメーカーに対して市場は冷めてしまったが、Deepwater Asset Managementの共同最高経営責任者であるGene Munster氏を含め、一部の専門家は今なお楽観視している。
「Fiskerの物語は、失敗した企業の物語であり、失敗した業界の物語ではない」とMunster氏はXで<a href="https://twitter.com/munster_gene/status/1803070071213875528">投稿している</a>。
「今年のEV需要は、2019年から2023年にかけての需要の前倒しが大きな要因となり、EVの高いコストが小さな要因となり、2023年に比べてほぼ横ばいの見通しです」とMunster氏は続けた。
「2025年には、再びトレンドが逆転し、EV市場全体が再びシェアを獲得すると予想されます。その理由は、市場の見えない手が、EVがより効率的な移動手段であるという事実を、ますます認識するようになるからです。」

過去1週間でこれらの10つの大型株は最も悪いパフォーマンスを発揮しました。それで、あなたのポートフォリオに含まれていますか？
<ol>
<li>GameStop Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>) は、Keith Gill氏（通称<a class="ticker" href="https://www.benzinga.com//node/39237023">Roaring Kitty</a>氏）の復帰後、株価が29.59％下落したことにより、株価が下がりました。</li>
<li>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) の株価は14.78％下がっています。</li>
<li>酷い<a href="https://www.benzinga.com//node/39202678" target="_blank" rel="noreferrer noopener">第1四半期の収益</a>を受けて、NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) の株式は12.82％下落しました。</li>
<li>米国<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>（NYSE）は<a href="https://www.benzinga.com//node/39160023" target="_blank" rel="noreferrer noopener">同社の第1四半期の収益を発表してから</a>、株価が12％急落しました。</li>
<li>VinFast Auto Ltd。（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VFS#NASDAQ">VFS</a>）の株価は11.92％低下しました。</li>
<li>Vertiv Holdings, LLC（NYSE:VRT）の株は9.70％下落しました。</li>
<li>Builders FirstSource, Inc.（NYSE:BLDR）の株式は先週9.42％下落しました。</li>
<li>E.L.F. Beauty, Inc. （NYSE:ELF）の株価も8.82％下がっています。</li>
<li>NICE Ltd（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NICE#NASDAQ">NICE</a>）は先週、<a href="https://www.benzinga.com//node/38866576">第1四半期の業績発表</a>を受けて、8.29％下落しました。</li>
<li>Comfort Systems USA, Inc.（NYSE:FIX）の株式は先週8.12％下落しました。</li>
<li>Dell Technologies Inc（NYSE:DELL）は、先週に続いて7.53％下落し、<a href="https://www.benzinga.com//node/39108319">第1四半期の収益</a>が発表されました。</li>
</ol>

国内で業績が鈍化しつつ、中国生まれの<a class="keyword" href="https://www.benzinga.com/markets/asia/24/04/38141148/chinas-newest-ev-entrant-ignites-another-fierce-price-war-even-small-fry-feel-the-heat" target="_blank" rel="noopener">電気自動車メーカー</a>が海外で波乱を巻き起こしている。
出来事： 2024年第1四半期、中国の自動車ブランドは海外で前年度同期比40％の売り上げが伸び、輸出総数が47万台に達した。中国自動車乗用車協会（CPCA）のデータを引用したCnEVPostより確認できる。
リードするのは中国の自動車メーカーのトップは、SAIC, Chery, グレートウォールモーター, ビュイック（OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>）（OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>）などがいる。
彼らのうち最も多くを輸出しているのは中の中で最大手のSAICで、12万6000台以上の車両を海外に輸出している。続くChery、Great Wall Motor、BYDはそれに続いており、合計すると中国ブランドの総輸出の半分を超えるものとなっている。
欧州とアジアが注目 この成功物語は電気自動車（NEV）市場にも広がっている。欧州とアジアでの中国のNEVの需要は依然として過去最高を記録し、それを証明するのが2024年第1四半期に輸出された111億ドル相当のNEVが挙げられる。欧州とアジアが主要な目的地となっており、中国製の車両はこれらの地域で新たな市場を見いだしている。
関連記事：<a href="https://www.benzinga.com/money/best-chinese-stocks" target="_blank" rel="noopener">最高の中国株5選</a>
海外でのNEV販売では、BYD、SAIC、Geely、Great Wall Motorがリードしており、Xpeng（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>）とNio（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>）がそれに続いている。
<figure class="wp-block-table">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>EVメーカー</td>
<td>2024年第1四半期のNEV海外販売</td>
</tr>
<tr>
<td>BYD</td>
<td>47,238</td>
</tr>
<tr>
<td>SAIC</td>
<td>31,018</td>
</tr>
<tr>
<td>Geely</td>
<td>13,384</td>
</tr>
<tr>
<td>Xpeng</td>
<td>1,432</td>
</tr>
<tr>
<td>Nio</td>
<td>388</td>
</tr>
</tbody>
</table><figcaption class="wp-element-caption">CPACからのデータ</figcaption></figure>
イノベーションが販売を駆動？ 中国の一部の電気自動車メーカーは、国内市場での業績の鈍化に直面しているが、車内ベッドやキッチンなど<a href="https://www.benzinga.com/news/24/03/37578779/tesla-rivals-in-china-are-tempting-buyers-with-in-car-beds-kitchens-and-drones-amid-ev-industry-slow" target="_blank" rel="noopener">独創的な機能を導入する</a>という新しい手法を考え始めている。
BYDのプレミアム戦略 中国トップの電気自動車メーカーであるBYDは<a href="https://www.benzinga.com/markets/asia/24/04/38480400/why-tesla-rival-byd-charges-up-to-3x-more-for-evs-in-europe-while-china-prices-remain-shockingly-low" target="_blank" rel="noreferrer noopener">欧州で異なるアプローチをとっている</a>。安い車両を大量に供給するのではなく、BYDはプレミアム価格で非常に高い値段を付け、利益を上げつづけている。
中国の電気自動車メーカーは、アメリカなどの主要市場での貿易障壁に対応するため、この他にも独自の方法<a href="https://www.benzinga.com/markets/asia/24/02/37062412/how-chinese-ev-traders-are-beating-global-barriers-with-a-stealthy-tactic-to-conquer-new-markets" target="_blank" rel="noopener">を使っているとも言われている。</a> これは中国の中古車の輸出について、メーカーの認可なしに輸出することができる政策を利用しているものだ。このループホールによって、事実上「中古車」となるよう、新車の登録を中国で行い、その後すぐに海外に輸出することが可能となり、輸出制限を回避することに成功している。
写真提供：シャッターストック
次の記事：2024年までに中国とアメリカにおける電気自動車需要が急拡大し、世界のガソリン需要が大幅に減少する見通し

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