New energy vehicle October delivery report! How to view the opportunities?
On November 1st, new energy vehicle companies successively announced their October delivery results. Among them, Xiaomi Auto delivered over 40,000 units; NIO delivered 40,397 units, a year-on-year increase of 92.6%; Li Auto delivered 31,767 units, with the Li i6 selling exceptionally well, far exceeding expectations; XPeng delivered 42,013 units, setting a new monthly delivery record.
$XIAOMI-W(01810.HK) showed a downward trend overall in October.
In October 2025, Xiaomi Auto's deliveries exceeded 40,000 units, securing its position in the market's first tier. Today's opening price was 43.8, with a relatively strong current trend. A golden cross has formed in the KDJ indicator, signaling a rebound. For right-side trading, consider increasing positions if it stabilizes between 44.5-45.
$NIO Inc(NIO.US) opened low and closed high last Friday, ending up 3.42%.
NIO reached a milestone in October, with new vehicle deliveries exceeding 40,000 units for the first time, a 92.6% year-on-year increase, setting a new historical record for three consecutive months. Its multi-brand strategy has shown significant results, with NIO, Ledao, and Firefly delivering 17,143, 17,342, and 5,912 units respectively.
This news may bring a wave of positive sentiment. If volume increases, it could break through the resistance level of 7.5 and test historical highs, showing a volatile upward trend. Monitor the Hong Kong stock market; if trading volume does not increase significantly, U.S. stocks may also show volatile trends in the short term.
$Li Auto(LI.US) opened low and closed high last Friday, fluctuating between 20.7-20.8 during the afternoon session and ending up 1.76%.
Li Auto delivered 31,767 vehicles in October. Although deliveries lagged behind some competitors, the Li i6 saw strong sales after its launch, with orders exceeding 70,000 units. Li Auto stated that it is working with suppliers to resolve production capacity issues to accelerate deliveries. Meanwhile, Li Auto is accelerating its global expansion.
The BOLL indicator is pointing downward, but a rebound occurred last Friday. Deliveries slightly lagging behind top competitors may raise some investor concerns, but the strong orders for the i6 could be a positive factor. Consider adding positions if it stabilizes at 22.
$XPeng(XPEV.US) XPeng delivered 42,013 new vehicles in October, not only setting a new historical record but also marking the second consecutive month of deliveries exceeding 40,000 units. The SUV family sold over 10,000 units in a single month. As of the end of October, XPeng has delivered a cumulative total of 355,209 units this year, a 190% year-on-year increase. Meanwhile, the next-generation extended-range product X9, aimed at the global market, will debut next week.
Last week's upward momentum was strong, and this week, buoyed by strong delivery results, it may test the high of 24.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
