Nio Orders Beat Tesla In China\u00a0<\/p>\n
Nio drew 14,500 new orders in the week of June 15 to 21 and 34,000 across the two-week period ended June 21, according to Deutsche Bank\u2019s tracker. Analysts at the bank called weekly new orders a \u201cdemand leading indicator\u201d for the sector, giving investors an early read before official June delivery reports land on July 1, EV\u00a0noted<\/a>.<\/p>\n Tesla logged 12,600 new orders in the latest week and 25,700 across the same two-week period. Tesla\u2019s weekly figure fell 4%, while Nio\u2019s dropped 26% from the prior week. However, on a year-over-year basis, Nio\u2019s latest weekly orders jumped 195% from 4,900, the strongest annual gain in the tracker. Tesla\u2019s two-week orders rose 5% from last year.<\/p>\n Nio delivered 37,705 vehicles in May, its highest monthly total of 2026. But its second-quarter guidance of 110,000 to 115,000 vehicles means it needs between 42,939 and 47,939 deliveries in June. This would require a sequential increase of 14% to 27% over May. Meanwhile, deliveries of the ES9 flagship SUV began June 1, broadening a lineup whose May volume was led by the third-generation ES8.<\/p>\n Tesla China Demand Looks Muted\u00a0<\/p>\n On the other hand, Tesla\u2019s China demand looked more muted in the tracker. The company remains reliant on the Model 3 and Model Y, its only models sold in the country. In the broader China EV market, most major brands rose week-over-week, while Geely, Nio, Tesla and Huawei-backed HIMA were the main decliners. BYD remained the clear leader, accounting for more than 40% of the two-week total across the nine tracked brands.<\/p>\n Nio Bets On Pure-EV Future\u00a0<\/p>\n Nio CEO William Li said at the 2026 Nio Partner Day that new-energy vehicles (NEVs) could exceed 90% of China\u2019s new-car market by 2030, with pure-electric models also making up more than 90% of the NEV market by then, CnEVPost\u00a0noted<\/a>.<\/p>\n China\u2019s NEV penetration already hit a record 62.9% in May, while battery electric vehicles (BEVs) accounted for 67.1% of NEV retail sales. The China Passenger Car Association (CPCA) expects June NEV retail sales to reach around 1.05 million units, with penetration climbing to about 63.6%. China\u2019s NEV retail sales fell 7.5% year-over-year in May, marking the fifth straight monthly decline. Nio, however, has outperformed the market. It delivered 150,526 vehicles from January to May, up 69% from a year ago.<\/p>\n How Do Retail Traders Feel About Nio?<\/p>\n On Stocktwits, retail sentiment for NIO improved to \u2018neutral\u2019 from \u2018bearish\u2019 levels a day ago amid \u2018normal\u2019 message volume.<\/p>\n One user\u00a0said<\/a>, \u201c$NIO if tomorrow we hit 10000 es9 then 7000 till June 26 + another 1400 till end month 8400 es9. I Hope for 11000 es8 end we have 20000 only for these Two models.\u201d<\/p>\n Another user\u00a0said<\/a>, \u201c$NIO According to those figures, Nio is now delivering the 3rd highest number of EVs behind BYD and Geely. And I think BYD and Geely\u2019s figures includes ICE cars. We have surpassed Tesla. Yet here we sit. Not for much longer, me thinks.\u201d<\/p>\n Nio\u2019s U.S.-listed shares have risen 36% over the past year.\u00a0<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0HIMS Stock Eyes Big Monthly Win: Novo Nordisk Calls Hims & Hers One Of Its Most \u2018Voluminous\u2019 Telehealth Partners\u00a0<\/a><\/p>\n![\"nio](\"https:\/\/www.europesays.com\/germany\/wp-content\/uploads\/2026\/06\/nio_ss_png_752206124e.webp\")
NIO sentiment and message volume as of June 25| Source: Stocktwits<\/p>\n
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