Today: 22 July 2026
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Electric Vehicles 9 April 2026 - 14 May 2026

NIO Stock Rises Before Onvo L80 Launch as China EV Demand Faces a Hard Test

NIO Stock Rises Before Onvo L80 Launch as China EV Demand Faces a Hard Test

NIO Inc.’s shares in Hong Kong jumped over 4% Thursday, with buyers stepping in ahead of the Chinese EV maker’s upcoming model debut—a launch that could push the brand beyond its typical premium segment. According to AASTOCKS, NIO-SW last traded at HK$50.45, marking a 4.408% gain. Dow Jones noted the rally coincided with both NIO and Li Auto gearing up for new model announcements this week.
14 May 2026
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Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla shares slipped on Tuesday, with the AI narrative still in play. The rally had been fueled by optimism for Full Self-Driving—Tesla’s for-pay driver-assist system, which continues to need a human at the wheel—potentially catching on in China. But Tuesday’s action felt like a reality check, as the market weighed just how much of that promise it’s willing to price in without seeing tangible results.
12 May 2026
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ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

ON Semiconductor Corp., which operates under the onsemi brand, has deepened its push into China’s fast-growing EV sector. The company clinched a new deal with Geely Auto Group this week, expanding their partnership to deliver silicon carbide chips for Geely’s electric and hybrid models. Under the latest agreement, onsemi’s EliteSiC power technology will be rolled out across vehicles using Geely’s SEA-S platform, according to the company.
29 April 2026
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BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

BMW AG’s latest move in China: the German automaker is spotlighting two electric models tailored for the local market—the iX3 Long Wheelbase and i3 Long Wheelbase—plus the new 7 Series, making their global debuts at the Beijing auto show. It’s a crucial moment for German luxury players trying to reclaim momentum in what’s arguably the world’s fiercest auto arena. All three launches are part of BMW’s Neue Klasse tech initiative.
26 April 2026
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Rivian’s R2 Moment Is Here, and Traders Are Betting the Next Move Could Be Sharp

Rivian’s R2 Moment Is Here, and Traders Are Betting the Next Move Could Be Sharp

Rivian Automotive has kicked off production on its R2 SUV, shifting its headline vehicle from concept to reality just days ahead of quarterly earnings. The new model comes in at a lower price, targeting a broader customer base beyond Rivian’s R1 lineup and taking direct aim at Tesla’s Model Y. CFO Claire McDonough told Reuters the company is “encouraged” by R2 reservations, though she didn’t share figures.
25 April 2026
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Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

China is considering restricting exports of high-end solar-manufacturing equipment to the U.S., a step that could complicate Tesla Inc’s local production ambitions as the company moves deeper into non-EV sectors. People familiar with the discussions say the talks remain early and no decision has been finalized. The potential export controls could put fresh pressure on U.S. firms such as Tesla looking to build or expand new plants.
16 April 2026
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