## May 2025 China Delivery Numbers: Tesla, NIO, XPeng, Li Auto
**Tesla**
– Deutsche Bank estimates Tesla delivered about 39,000 vehicles in China in May 2025. This figure is based on analyst projections and is a notable increase from April’s 28,731 domestic sales, but still reflects a year-on-year decline. Insurance registration data for the last full week of May shows about 11,000 units, which aligns with the monthly estimate when aggregating weekly figures[1][2].
**NIO**
– Insurance registration data show that NIO registered 3,840 vehicles in the week ending May 25, 2025, and 4,240 in the prior week. Weekly totals suggest NIO’s May 2025 China deliveries were likely in the range of 16,000–17,000 units, but Deutsche Bank projects a higher number at approximately 27,000 for the month[1][2][4]. Given the consistent weekly performance, Deutsche Bank’s higher figure likely includes new models and end-of-month boosts.
**XPeng**
– None of the provided sources directly specify XPeng’s May 2025 delivery numbers in China. The major coverage focuses on Tesla, NIO, and BYD. Based on prior patterns and XPeng’s recent monthly volumes, estimated May China deliveries are likely in the 9,000–11,000 range, but this is a reasoned estimate and should be confirmed as soon as official registration figures are available.
**Li Auto**
– No direct May 2025 delivery figure is reported for Li Auto in the provided sources. Li Auto has been delivering approximately 25,000–30,000 vehicles per month in recent quarters based on past data. Estimates for May likely remain in this range, pending the release of official numbers.
### Summary Table
| Brand | May 2025 China Deliveries (est.) |
|———|———————————-|
| Tesla | 39,000 |
| NIO | 27,000 |
| XPeng | ~10,000 (estimate) |
| Li Auto | ~27,000 (estimate) |
– Tesla and NIO May 2025 estimates are based on Deutsche Bank previews and weekly insurance registration data[1][2].
– XPeng and Li Auto estimates are inferred due to lack of explicit data in the latest reports.
For the most precise figures, official monthly delivery statements from the automakers are typically released within the first days of the next month.