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’s tracker. Analysts at the bank called weekly new orders a “demand leading indicator” for the sector, giving investors an early read before official June delivery reports land on July 1, EV\u00a0noted. <\/p>\n
Tesla logged 12,600 new orders in the latest week and 25,700 across the same two-week period. Tesla’s weekly figure fell 4%, while Nio’s dropped 26% from the prior week. However, on a year-over-year basis, Nio’s latest weekly orders jumped 195% from 4,900, the strongest annual gain in the tracker. Tesla’s 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’s 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’s new-car market by 2030, with pure-electric models also making up more than 90% of the NEV market by then, CnEVPost\u00a0noted. <\/p>\n
China’s 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’s 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 ‘neutral’ from ‘bearish’ levels a day ago amid ‘normal’ message volume. <\/p>\n
One user\u00a0said<\/a>, “$NIO if tomorrow we hit 10000 es9 then 7000 till June 26 + another 1400 till end month 8400 es9. I Hope for 11000 es8 end we have 20000 only for these Two models.” <\/p>\n Another user\u00a0said<\/a>, “$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’s figures includes ICE cars. We have surpassed Tesla. Yet here we sit. Not for much longer, me thinks.” <\/p>\n Nio’s 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 ‘Voluminous’ Telehealth Partners\u00a0<\/a> <\/p>\n Deepti Sri has no position in any of the stocks mentioned in this article. StockTwits’ news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy<\/a>. This article was originally published on StockTwits<\/a>. <\/p>\n Related: <\/p>\n","protected":false},"excerpt":{"rendered":"Nio logged 14,500 orders in the latest week and 34,000 over two weeks, versus Tesla’s 12,600 and 25,700.…\n","protected":false},"author":2,"featured_media":44494,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21213],"tags":[89,21214,22276,1621,38078],"class_list":["post-44493","post","type-post","status-publish","format-standard","has-post-thumbnail","category-deutsche-bank","tag-china","tag-deutsche-bank","tag-nio","tag-tesla","tag-william-li"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts\/44493","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/comments?post=44493"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/posts\/44493\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/media\/44494"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/media?parent=44493"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/categories?post=44493"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/germany\/wp-json\/wp\/v2\/tags?post=44493"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/a> NIO sentiment and message volume as of June 25| Source: Stocktwits <\/p>\n