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Electric Vehicles News 29 December 2025 - 31 December 2025

XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

XPeng shares dropped 4.2% to $20.38 in premarket trading Wednesday, reversing a 3.8% gain from the previous session. The move followed China’s announcement of 62.5 billion yuan in 2026 trade-in subsidies for consumer goods, including new-energy vehicles. CEO He Xiaopeng detailed plans for a range-extended G7 model set to debut in early 2026.
31 December 2025
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NIO stock steadies in premarket as China rolls out 2026 trade-in subsidies for EVs

NIO stock steadies in premarket as China rolls out 2026 trade-in subsidies for EVs

NIO’s U.S.-listed shares closed up 3% at $5.50 Tuesday on heavy volume, then held steady in early premarket trade as Beijing announced new consumer subsidies for 2026, including up to 20,000 yuan for scrapping old cars and buying new energy vehicles. President Xi Jinping pledged more proactive macro policies next year. XPeng and Li Auto shares also rose.
31 December 2025
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Nio stock jumps after CEO flags $4.3 billion Q4 vehicle-sales outlook

Nio stock jumps after CEO flags $4.3 billion Q4 vehicle-sales outlook

Nio’s U.S.-listed shares rose 4.7% Monday and were indicated higher Tuesday after CEO William Li said fourth-quarter vehicle sales should exceed 30 billion yuan. The company now expects 120,000–125,000 vehicle deliveries for the quarter, down from an earlier 150,000 target. Hong Kong-listed shares climbed 4.9%. The gains came as Wall Street’s main indexes closed lower.
30 December 2025
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NIO stock today: Premarket ticks higher as CATL battery shift report meets 2026 demand warning

NIO stock today: Premarket ticks higher as CATL battery shift report meets 2026 demand warning

NIO shares rose 0.2% to $5.35 in premarket trading Tuesday after reports the company will rely more on CATL for battery supply, including for its Onvo L60 SUV. The stock closed Monday up 4.7% with trading volume above average. Investors await NIO’s next monthly delivery report after 36,275 vehicles were delivered in November. Other U.S.-listed China EV stocks traded lower early Tuesday.
30 December 2025
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Tesla drops in premarket as supplier slashes battery deal from $2.9 bln to $7,386

Tesla drops in premarket as supplier slashes battery deal from $2.9 bln to $7,386

Tesla shares dropped about 2% in premarket trading after South Korea’s L&F slashed the stated value of a battery-material supply deal with the automaker to $7,386 from $2.9 billion. The contract covers supplies for Tesla’s 4680 battery cells through 2025. U.S. stock index futures edged lower in thin year-end trading. Neither company commented.
29 December 2025
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Li Auto stock jumps premarket as China EV shares rally on rate-cut bets

Li Auto stock jumps premarket as China EV shares rally on rate-cut bets

Li Auto shares climbed about 4% to $17.44 in premarket trading Monday, tracking gains in other U.S.-listed Chinese EV stocks. Nio rose 4% and XPeng gained 6%, while Tesla slipped 2%. China’s passenger car association warned EV and battery demand could drop sharply in early 2026 as purchase incentives end. Markets are betting on further Federal Reserve rate cuts next year.
29 December 2025
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XPeng stock slips in premarket as AI research update meets China demand jitters

XPeng stock slips in premarket as AI research update meets China demand jitters

XPeng shares fell 2.1% to $20.34 in premarket trading Monday, reversing a 6.2% gain from Friday. The company announced its AI research with Peking University was accepted to AAAI 2026, highlighting a method to cut autonomous driving compute load. A China auto industry official warned of a sharp battery demand slowdown in early 2026 as incentives fade. Li Auto dropped 1.8% premarket; Nio rose 1.6%.
29 December 2025
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NIO stock heads into Monday with CATL battery-supply report, China demand warning in focus

NIO stock heads into Monday with CATL battery-supply report, China demand warning in focus

NIO shares closed up 4% at $5.10 Friday after reports the company is increasing reliance on CATL for batteries and halting supply from BYD’s FinDreams for its Onvo L60 SUV. China’s passenger car association chief warned battery demand could fall sharply in early 2026 as tax incentives end. U.S.-listed China EV peers also gained.
29 December 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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