Niu Technologies sold 924,340 units worldwide in FY24
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2025
0mins
Should l Buy XPEV?
Sales Performance: Niu Technologie reported a total of 226,634 units sold in Q4 2024, with significant growth in China (65% year-over-year) and strong performance in the international market, particularly in the micro-mobility segment which saw a 65% increase in Q4 and 57% for the full year.
Product Innovation: The company launched new models tailored to various consumer segments, contributing to over 70% of Q4 sales, while also celebrating its 10th anniversary at EICMA with innovative products including dirt bikes and electric motorcycles.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy XPEV?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on XPEV
Wall Street analysts forecast XPEV stock price to rise
6 Analyst Rating
4 Buy
1 Hold
1 Sell
Moderate Buy
Current: 17.820
Low
20.00
Averages
29.67
High
50.00
Current: 17.820
Low
20.00
Averages
29.67
High
50.00
About XPEV
XPeng Inc is a holding company mainly engaged in the design, development, manufacturing and marketing of smart electrical vehicles (EVs). The Company develops full-stack advanced driver assistance systems (ADAS) software in house and has deployed such software on mass-produced vehicles. The Company offers various models, including G9 (mid- to large-sized sport utility vehicle (SUV), P7i (sports sedan), G6 (coupe SUV), X9 (seven-seater multi-purpose vehicle (MPV)), MONA M03 (sedan) and P7+ (family sedan). The Company operates stores across China, including both stores directly operated by the Company and franchised stores. The Company also offers technical research and development services, services embedded in a sales contract, maintenance service, supercharging service.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Physical AI Market Could Reach $1 Trillion
- Market Potential: Barclays analysts predict that the physical AI market, including robots and robotaxis, could reach $1 trillion by 2035, significantly boosting CEO Elon Musk's billionaire ambitions.
- Driving Technological Advances: The report highlights that large-scale advances in 'brains, brawn, and batteries' will push physical AI to an 'inflection point', creating new applications in autonomous driving and manufacturing sectors.
- Intensifying Competition: Musk warned during Tesla's earnings call that potential competitors for the Optimus robot from China could pose significant threats, indicating the fierce competition in the robotics market.
- Stock Price Fluctuations: Tesla's stock slid 1.63% to $410.63 at market close on Tuesday but gained 0.80% to $413.92 during premarket trading on Wednesday, reflecting varying market expectations for future growth.
See More
XPeng Under Investigation Amid Securities Fraud Claims, Stock Price Drops
- Delivery Drop: XPeng reported delivering 20,011 vehicles in January 2026, a sharp decline from 37,508 in December 2025, indicating challenges in market demand and production capacity that could impact future sales forecasts.
- Stock Price Reaction: Following the significant drop in deliveries, XPeng's American Depositary Receipt (ADR) fell by $1.49, or 8.29%, closing at $16.49 on February 2, 2026, reflecting investor concerns about the company's outlook.
- Legal Investigation: Pomerantz LLP is investigating whether XPeng and its executives engaged in securities fraud or other unlawful business practices, which could expose the company to legal risks and further affect its market reputation and shareholder confidence.
- Investor Outreach: Pomerantz LLP is encouraging affected investors to contact them via email or phone to join the class action, highlighting investor concerns over corporate governance and transparency, which may trigger broader market implications.
See More
Ford's Turnaround Strategy in Europe
- Market Challenges: Ford faces weak passenger vehicle demand, slower-than-expected EV adoption, and fierce competition from Chinese EV makers, which threaten its market share and profitability in Europe.
- Profitability Volatility: Although Ford returned to profitability through restructuring in late 2020, its subsequent quarterly performance has been unstable, compounded by the cancellation of popular models like the Fiesta and Focus, increasing labor and energy costs.
- Three-Pronged Strategy: Ford's plan to tackle European challenges includes focusing on its higher-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which are crucial for its business turnaround.
- Partnership Potential with Geely: Ford's potential collaboration with China's Geely, leveraging its excess production capacity to manufacture vehicles for Geely, could help avoid high tariffs and enhance Ford's competitiveness through shared technology, positioning it better in the EV market.
See More
Ford's Restructuring and Challenges in Europe
- Market Share Pressure: Ford's market share in Europe has been severely impacted by the cancellation of popular models like the Fiesta and Focus, and although it returned to profitability through restructuring in late 2020, subsequent quarterly performances have remained volatile, reflecting the complexity of the market environment.
- Strategic Transformation Plan: Ford aims to tackle market challenges through a three-pronged strategy focusing on its high-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which is intended to strengthen its foothold in the competitive European market.
- Potential Partnership Opportunity: The potential collaboration with China's Geely could provide a turning point for Ford's European operations, as utilizing excess production capacity to manufacture vehicles for Geely could not only reduce tariff costs but also offer advantages in technology sharing, particularly in autonomous driving.
- Intensifying Industry Competition: With the rapid rise of Chinese electric vehicle manufacturers, Ford faces pressure from these competitors and must learn new production and design techniques to maintain its market competitiveness, especially in innovation and cost control within the electric vehicle sector.
See More
XPeng Under Investigation Amid Sharp Delivery Decline
- Delivery Decline: XPeng reported delivering 20,011 vehicles in January 2026, a significant drop from 37,508 in December 2025, indicating challenges in market demand and production capacity that could impact future sales expectations and investor confidence.
- Securities Fraud Investigation: Pomerantz LLP is investigating whether XPeng and its executives engaged in securities fraud or other unlawful business practices, which could expose the company to legal risks and further affect its stock price and market reputation.
- Stock Price Reaction: Following the delivery decline announcement, XPeng's American Depositary Receipt (ADR) price fell by $1.49, or 8.29%, on February 2, 2026, reflecting investor concerns about the company's outlook and market uncertainty.
- Legal Context: Pomerantz LLP, a prominent securities class action law firm with over 85 years of experience in protecting investor rights, may provide legal support for affected investors, potentially leading to increased regulatory scrutiny on XPeng.
See More
Nio Inc Recalls 246,229 Vehicles Due to Software Issues
- Record Recall: Nio Inc is recalling 246,229 vehicles, including ES8, ES6, and EC6 models, due to a software issue, representing about 75% of its projected 2025 sales volume, which could negatively impact the company's short-term performance.
- Software Issue Impact: The recall affects vehicles manufactured between March 16, 2018, and January 16, 2023, with the software problem potentially causing brief blackouts of the instrument cluster and central control screen; Nio plans to address this through remote software updates and service center upgrades, demonstrating its commitment to customer safety.
- Positive Profit Outlook: Despite the recall, Nio expects an adjusted operational profit of approximately 700 million to 1.2 billion yuan (around $100 million to $172 million) for Q4 2025, contrasting sharply with a 5.54 billion yuan loss in Q4 2024, indicating potential recovery for the company.
- Significant Delivery Growth: In January, Nio reported a 96.1% year-over-year increase in deliveries, reaching 27,182 vehicles, with the third-generation ES8 SUV accounting for nearly two-thirds of total deliveries, highlighting the company's ongoing investment in smart EV technologies and its competitive market position.
See More
Physical AI Market Could Reach $1 Trillion
- Market Potential: Barclays analysts predict that the physical AI market, including robots and robotaxis, could reach $1 trillion by 2035, significantly boosting CEO Elon Musk's billionaire ambitions.
- Driving Technological Advances: The report highlights that large-scale advances in 'brains, brawn, and batteries' will push physical AI to an 'inflection point', creating new applications in autonomous driving and manufacturing sectors.
- Intensifying Competition: Musk warned during Tesla's earnings call that potential competitors for the Optimus robot from China could pose significant threats, indicating the fierce competition in the robotics market.
- Stock Price Fluctuations: Tesla's stock slid 1.63% to $410.63 at market close on Tuesday but gained 0.80% to $413.92 during premarket trading on Wednesday, reflecting varying market expectations for future growth.
See More
XPeng Under Investigation Amid Securities Fraud Claims, Stock Price Drops
- Delivery Drop: XPeng reported delivering 20,011 vehicles in January 2026, a sharp decline from 37,508 in December 2025, indicating challenges in market demand and production capacity that could impact future sales forecasts.
- Stock Price Reaction: Following the significant drop in deliveries, XPeng's American Depositary Receipt (ADR) fell by $1.49, or 8.29%, closing at $16.49 on February 2, 2026, reflecting investor concerns about the company's outlook.
- Legal Investigation: Pomerantz LLP is investigating whether XPeng and its executives engaged in securities fraud or other unlawful business practices, which could expose the company to legal risks and further affect its market reputation and shareholder confidence.
- Investor Outreach: Pomerantz LLP is encouraging affected investors to contact them via email or phone to join the class action, highlighting investor concerns over corporate governance and transparency, which may trigger broader market implications.
See More
Ford's Turnaround Strategy in Europe
- Market Challenges: Ford faces weak passenger vehicle demand, slower-than-expected EV adoption, and fierce competition from Chinese EV makers, which threaten its market share and profitability in Europe.
- Profitability Volatility: Although Ford returned to profitability through restructuring in late 2020, its subsequent quarterly performance has been unstable, compounded by the cancellation of popular models like the Fiesta and Focus, increasing labor and energy costs.
- Three-Pronged Strategy: Ford's plan to tackle European challenges includes focusing on its higher-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which are crucial for its business turnaround.
- Partnership Potential with Geely: Ford's potential collaboration with China's Geely, leveraging its excess production capacity to manufacture vehicles for Geely, could help avoid high tariffs and enhance Ford's competitiveness through shared technology, positioning it better in the EV market.
See More
Ford's Restructuring and Challenges in Europe
- Market Share Pressure: Ford's market share in Europe has been severely impacted by the cancellation of popular models like the Fiesta and Focus, and although it returned to profitability through restructuring in late 2020, subsequent quarterly performances have remained volatile, reflecting the complexity of the market environment.
- Strategic Transformation Plan: Ford aims to tackle market challenges through a three-pronged strategy focusing on its high-margin Ford Pro commercial vehicle division, refreshing its passenger vehicle lineup, and improving operational efficiencies, which is intended to strengthen its foothold in the competitive European market.
- Potential Partnership Opportunity: The potential collaboration with China's Geely could provide a turning point for Ford's European operations, as utilizing excess production capacity to manufacture vehicles for Geely could not only reduce tariff costs but also offer advantages in technology sharing, particularly in autonomous driving.
- Intensifying Industry Competition: With the rapid rise of Chinese electric vehicle manufacturers, Ford faces pressure from these competitors and must learn new production and design techniques to maintain its market competitiveness, especially in innovation and cost control within the electric vehicle sector.
See More
XPeng Under Investigation Amid Sharp Delivery Decline
- Delivery Decline: XPeng reported delivering 20,011 vehicles in January 2026, a significant drop from 37,508 in December 2025, indicating challenges in market demand and production capacity that could impact future sales expectations and investor confidence.
- Securities Fraud Investigation: Pomerantz LLP is investigating whether XPeng and its executives engaged in securities fraud or other unlawful business practices, which could expose the company to legal risks and further affect its stock price and market reputation.
- Stock Price Reaction: Following the delivery decline announcement, XPeng's American Depositary Receipt (ADR) price fell by $1.49, or 8.29%, on February 2, 2026, reflecting investor concerns about the company's outlook and market uncertainty.
- Legal Context: Pomerantz LLP, a prominent securities class action law firm with over 85 years of experience in protecting investor rights, may provide legal support for affected investors, potentially leading to increased regulatory scrutiny on XPeng.
See More
Nio Inc Recalls 246,229 Vehicles Due to Software Issues
- Record Recall: Nio Inc is recalling 246,229 vehicles, including ES8, ES6, and EC6 models, due to a software issue, representing about 75% of its projected 2025 sales volume, which could negatively impact the company's short-term performance.
- Software Issue Impact: The recall affects vehicles manufactured between March 16, 2018, and January 16, 2023, with the software problem potentially causing brief blackouts of the instrument cluster and central control screen; Nio plans to address this through remote software updates and service center upgrades, demonstrating its commitment to customer safety.
- Positive Profit Outlook: Despite the recall, Nio expects an adjusted operational profit of approximately 700 million to 1.2 billion yuan (around $100 million to $172 million) for Q4 2025, contrasting sharply with a 5.54 billion yuan loss in Q4 2024, indicating potential recovery for the company.
- Significant Delivery Growth: In January, Nio reported a 96.1% year-over-year increase in deliveries, reaching 27,182 vehicles, with the third-generation ES8 SUV accounting for nearly two-thirds of total deliveries, highlighting the company's ongoing investment in smart EV technologies and its competitive market position.
See More
