Deutsche Bank analysts have shared their preview of the electric vehicle (EV) makers’ delivery announcements this Sunday, with a focus on the outlook for major players like Nio. The team predicts significant growth in sales across various segments, including domestic and overseas deliveries.
Nio is expected to see a substantial increase in its May deliveries, driven by strong demand for its vehicles in China and abroad. The company’s new order backlog is estimated at around 200,000 units, with dealers expecting an additional 50,000 units in the coming months.
Other key players like Xpeng, Li Auto, Zeekr Group, Leapmotor, and Xiaomi EV also see significant growth in their May sales, driven by various factors such as new model launches, promotional efforts, and demand for electric vehicles. However, some players, including Xiaomi EV, are expected to face challenges due to production pauses, waiting times, and concerns over government incentives.
Overall, the May sales preview suggests a strong start to the quarter for the EV industry, with many players poised for significant growth. As the market continues to evolve, these predictions will be closely watched by investors and analysts alike.
Key highlights:
* Nio’s new order backlog is estimated at around 200,000 units.
* Xpeng’s new order flow in May is expected to be up 10% sequentially to about 34,000 units.
* Li Auto’s sales are expected to increase by 28% year-over-year and 33% sequentially.
* Zeekr Group’s total sales in May are predicted to be 43,000 units, up 6% year-over-year and 4% sequentially.
Source: https://cnevpost.com/2025/05/28/china-may-2025-ev-sales-preview-db