CI-NIO @EC2611B

NIO Delivers 29,356 Cars in April 2026, Up 22.8% Year-Over-Year

NIO Announces Presale Price for Le Dao L80

NIO Provides April 2026 Delivery Update

Li Bin Affirms NIO's Possibility of Making Robots

Loodo L80 Flagship SUV Pre-sale Launch

NIO Chairman Li Bin Analyzes the Competitive Landscape of the New Energy Vehicle Industry

Henan Zhongke Qingneng Technology Co., Ltd. Adds New Shareholders and Increases Registered Capital

Deutsche Bank Raises NIO's Full-Year Sales Forecast and Cuts Loss Forecast

NIO to Launch Largest 5-Seater SUV L80 with Maximum Cargo Capacity

Onsemi and NIO Expand Strategic Cooperation, Accelerate NIO's Transition to 900V Architecture

NIO Displaying ES9 at the 2026 Beijing Auto Show

NIO Accelerates In-House Chip Development to Reduce Dependence on NVIDIA

NIO Chairman Li Bin Reiterates Annual Profit Target

Nio Unveils 50,000 Deliveries of Its Model L90

NIO's New ES8 Achieves 100,000th Delivery

NIO to Debut Three Brands and 11 Models at 2026 Beijing Auto Show

NIO's Option Trading Volume and Open Interest

NIO's stock price falls with mixed analyst ratings

NIO Launches 2026 Edition Ledzeep L90

NIO Holding Establishes Jieshou NIO New Energy Technology Co., Ltd.

SOMERLEY CAP

TIANLI HOLDINGS

CPM GROUP

FUTONG TECH

NICHE-TECH SEMI

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COSMOS MACH

UBOT HOLDING

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The rise in gas prices, now averaging over $4.40 per gallon, is driving increased interest in electric vehicles (EVs). College student Matthew Fuller switched to a used Nissan Leaf, saving significantly on fuel costs compared to his previous gas-powered car. EV sales surged in March, with new sales up 20% and used sales up 54% from February, despite the expiration of federal tax credits. Many potential buyers are now exploring EV options due to high gas prices, leading to a notable increase in inquiries about EVs and charging solutions.

- Rising gas prices, exceeding $4.40 per gallon, are driving more consumers to consider electric vehicles (EVs) as a cost-saving alternative.  
- Sales of new EVs surged 20% and used EVs increased by 54% from February to March, indicating a growing interest despite the lack of tax incentives previously offered.  
- While some EV owners report significant savings on fuel, the higher upfront costs of EVs mean it may take years to break even compared to gas-powered vehicles.

Dow Jones

LI AUTO-W

NIO Inc. USD OV

Nissan Motor

Rivian Automotive

Nissan Motor Co., Ltd.

XPENG-W

NIO-SW

NIO Inc

Tesla

BYD COMPANY

BYD Company Limited

ChargePoint

Lucid

Li Auto

EVgo

BYD Company

Blink Charging

WisdomTree Battery Value Chain and Innovation Fund - ETF

KraneShares Electric Vehicle

Hua Xia CSI New Energy Vehicles ETF

iShares Self-Driving EV&Tech ETF

Ping An CSI New Energy Vehicles Industry ETF

First Trust S-Network Future Vehicles & Tech ETF

First Trust Nasdaq Clean Edg Liquid Series

Global X Autonomous & Electric V

Hwabao WP CSI Intelligent Electric Vehicle ETF

Starbucks

Honda Motor

Honda Motor Co., Ltd.

EV drivers are taking a victory lap - right past the gas stations selling $4-a-gallon fuel

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ILUVATAR COREX(09903) rose 21.3%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 222.1%. BIREN TECH(06082) rose 8.22%, with a trading turnover 431.3 Million HKD, and a year-to-date rose 137.8%. YOFC(06869) fell 13.78%, with a trading turnover 7.4 Billion HKD, and a year-to-date rose 284.9%. EASTROC(09980) fell 9.73%, with a trading turnover 140.2 Million HKD, and a year-to-date fell 18.5%.

- The Hang Seng Index declined by 1.28%, with a year-to-date increase of 0.6%.  
- The Hang Seng Tech Index fell by 0.79%, accumulating a year-to-date drop of 11.7%.  
- Notable stock movements included Tianze Jichip rising 21.3% and Dongpeng Beverage dropping 9.73%, impacting their year-to-date performance significantly.

Top Gainers&Losers

ILUVATAR COREX

BIREN TECH

SMIC

WEICHAI POWER

KNOWLEDGE ATLAS

YOFC

EASTROC

KB LAMINATES

OMNIVISION

Top 5 HK Stock Gainers/Losers (>100B) (4.30)

NIO Inc. Provides April 2026 Delivery Update | NIO Stock News

StockTitan

NIO Inc. Provides April 2026 Delivery Update | NIO Stock News

Mirattery has issued a new tranche of green asset-backed securities (ABS) totaling 1.055 billion yuan, marking China's first shelf-registered green sci-tech power battery ABS. The senior A1 tranche is sized at 195 million yuan with a record low coupon rate of 1.80%. The issuance will enhance Mirattery's financing capabilities and support its battery asset management business. The project includes senior tranches with varying sizes and coupon rates, all rated AAA or AA+. Mirattery also announced a 1 billion yuan green ABN issuance for 2026.

- Mirattery, Nio Inc's battery asset operator, issued a total of 1.055 billion yuan in green asset-backed securities (ABS), including the senior A1 tranche of 195 million yuan at a record low coupon rate of 1.80%.  
- As China's first shelf-registered green sci-tech power battery ABS, this issuance allows for phased funding based on market conditions, enhancing Mirattery's financing capabilities.  
- The proceeds are aimed at revitalizing battery assets and furthering the company's asset management business, supporting its growth since its inception in 2020.

CnEVPost

CAIDA SECURITIES

CITIC Securities Co., Ltd.

CITIC SEC

Mirattery issues new ABS totaling 1.06 billion yuan

Nio's battery operator Mirattery has expanded its financing with a new issuance of 1 billion yuan ($146 million) in green Asset Backed Notes (ABNs), marking its second issuance in 2026. The funds will support battery asset management and technological innovation. Mirattery has cumulatively issued 4 billion yuan in similar products in the interbank market. The senior securities received an AAAsf rating, and the project was well-received by investors, indicating a trend of decreasing issuance rates. Mirattery aims to explore diverse financing channels to enhance operational efficiency.

- Mirattery issued a new tranche of green Asset Backed Medium-term Notes (ABNs) worth 1 billion yuan ($146 million) to support its battery asset management operations.  
- This issuance follows a previous 1 billion yuan issuance in late March, contributing to a total of 4 billion yuan in similar products in China's interbank market.  
- The funds raised will aid in technological innovation and full-lifecycle battery management services, while senior securities received an AAAsf rating, reflecting strong investor demand.

CICC

Nio's battery operator Mirattery expands financing with 1 billion yuan green ABN

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onsemi (NASDAQ:ON) shares gapped up from $93.30 to $99.56 before trading, closing at $98.81 with a volume of over 1.3 million shares. Positive developments include collaborations with Geely and NIO, enhancing demand for SiC power devices in EVs. Analysts have raised price targets, with an average target of $67.15. Despite a mixed earnings report, the stock is supported by sector momentum in industrial and automotive chips. Insider selling and broader semiconductor caution may impact short-term performance.

- onsemi shares opened at $99.56, up from a previous close of $93.30, driven by positive news including partnerships with Geely and NIO, which enhance its EV strategy.  
- However, the company faces challenges such as mixed earnings results and insider selling, raising concerns among investors amid broader semiconductor market volatility.  
- Analysts have issued varied price targets, with an average rating of "Hold" and a consensus target price of $67.15, indicating cautious optimism about onsemi's performance.

Market Beat

ON Semiconductor

Geely Auto

GEELY AUTO

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

iShares Semiconductor ETF

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

Wells Fargo

Truist Financial

Evercore

JPMorgan Chase

Texas Instruments

GEELY AUTO-R

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

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WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

onsemi (NASDAQ:ON) Shares Gap Up   - Here's Why

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SIGENERGY(06656) rose 10.17%, with a trading turnover 468.6 Million HKD, and a year-to-date rose 80.4%. CHINA OVERSEAS(00688) rose 8.89%, with a trading turnover 824.1 Million HKD, and a year-to-date rose 9%. WH GROUP(00288) fell 5.77%, with a trading turnover 898.8 Million HKD, and a year-to-date rose 14.9%. BIREN TECH(06082) fell 5.45%, with a trading turnover 369.4 Million HKD, and a year-to-date rose 119.7%.

- The Hang Seng Index increased by 1.68%, with a year-to-date rise of 1.9%.  
- Several stocks showed notable movements: Sihg New Energy rose by 10.17%, China Overseas Development gained 8.89%, while WH Group and Bilan Technology fell by 5.77% and 5.45%, respectively.  
- Year-to-date performance varied, with Sihg New Energy up 80.4% and Bilan Technology up 119.7%, while WH Group's increase was 14.9% and China Overseas Development was up 9%.

SIGENERGY

CHINA OVERSEAS

COSCO SHIP ENGY

TIANQI LITHIUM

WH GROUP

HUA HONG SEMI

CM BANK

MONTAGE TECH

Top 5 HK Stock Gainers/Losers (>100B) (4.29)

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0429 | Dolphin Research Focus: 🐬 Macro/Industry 1) The Fed will hold its policy meeting in Washington this week, with the decision due Wed 2:00pm ET (Thu 2:00am Beijing). Markets will focus on the rate decision, policy stance and forward guidance on the easing path.With growth and inflation still resilient, consensus expects rates to be kept on hold this time. 🐬 Single Stocks 1) $NIO-SW(09866.HK) $NIO Inc(NIO.US) Under Nio’s ONVO brand, the smart dual-cockpit, large five-seat flagship SUV ONVO L80 has been introduced. Pre-sales have started.

Fed decision due tonight; NIO's ONVO L80 pre-sale in focus | Daily News Recap

CI-NIO @EC2611B(27956.HK)

EV drivers are taking a victory lap - right past the gas stations selling $4-a-gallon fuel

Top 5 HK Stock Gainers/Losers (>100B) (4.30)

NIO Inc. Provides April 2026 Delivery Update | NIO Stock News

Mirattery issues new ABS totaling 1.06 billion yuan

Nio's battery operator Mirattery expands financing with 1 billion yuan green ABN

onsemi (NASDAQ:ON) Shares Gap Up - Here's Why

Top 5 HK Stock Gainers/Losers (>100B) (4.29)

Fed decision due tonight; NIO's ONVO L80 pre-sale in focus | Daily News Recap