Electric Vehicles

Tesla

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Public (NASDAQ: TSLA)

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. It manufactures five consumer vehicles, sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, runs a Robotaxi service in Austin/Dallas/Houston, and is ramping new products including Cybercab (production started Feb 2026 at Giga Texas), Tesla Semi (first truck off the new high-volume Nevada line April 2026), and Optimus (V3 reveal due summer 2026 with Fremont's old Model S/X line being converted for first-gen production). In Q1 2026, Tesla generated $22.4B in revenue, delivered 358,023 vehicles, had 1.28M active FSD subscriptions, and operated 8,463 Supercharger stations.

BYD

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Public (SZSE: 002594 / HKEX: 1211)

BYD (Build Your Dreams) is a Chinese high-tech manufacturer spanning automobiles, batteries, electronics, renewable energy, and rail transit. Its auto business is unusually vertically integrated, with in-house batteries, motors, power electronics, and automotive semiconductors underpinning a lineup that now ranges from low-cost EVs and plug-in hybrids to premium Denza and Yangwang vehicles. Q1 2026 revenue fell 11.82% YoY to ¥150.2B and net profit collapsed 55% to ¥4.1B under domestic price pressure, while overseas sales jumped to 46% of the total. May 2026 was a turning point: 376,990 passenger vehicles sold (ending an 8-month domestic run-rate decline) with a record 160,177 overseas deliveries (+80.7% YoY), now exceeding 41% of total sales; BYD raised its 2026 export target to 1.5 million units. Domestically, the FLASH Charging network had grown past 5,700 stations in China by early May, with Sinopec co-signed as a network partner in June; the first European 1,500 kW FLASH station opened in Germany on June 9. BYD's Szeged plant in Hungary began trial production in January 2026 and is targeting full-scale series production in Q2 2026.

Baidu Apollo

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Division (Baidu: NASDAQ BIDU; HKEX: 9888)

Baidu Apollo is Baidu's autonomous-driving platform and the operator of Apollo Go, one of the world's largest fully driverless robotaxi networks. Apollo Go delivered 3.2 million fully driverless rides in Q1 2026 (total rides up over 120% YoY), exceeded 22 million cumulative public rides by April 2026, and reached a 27-city global footprint. It runs fully driverless commercial service in China, Dubai, and on Abu Dhabi's Yas Island, began Level 4 open-road trials in eastern Switzerland (AmiGo, with PostBus) on June 1, 2026, and is preparing London launches with Uber and Lyft.

Rivian

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Public (NASDAQ: RIVN)

Rivian is an American automotive technology company that sells the R1T pickup, R1S SUV and Commercial Van and launched the midsize R2 platform on June 9, 2026 — opening orders and demo drives on launch day with first physical deliveries beginning 'soon after' within a 2-to-6-week window from order confirmation, after volume production began on April 22, 2026. The business is increasingly split between vehicle manufacturing and higher-margin software and services: Rivian generated $5.387 billion of revenue in 2025, posted $144 million of full-year gross profit, and expanded its Volkswagen joint venture through a $1.0 billion investment milestone in Q1 2026. Alongside its consumer and fleet vehicles, Rivian is also investing heavily in in-house autonomy and AI as it tries to broaden from an EV manufacturer into a larger transportation technology platform, anchored by a $1.25 billion Uber partnership to deploy up to 50,000 autonomous R2-based robotaxis starting in 2028.

NIO

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Public (NYSE: NIO / HKEX: 9866)

NIO is a Chinese smart electric vehicle manufacturer built around premium EVs, battery swapping, and a multi-brand portfolio spanning NIO, ONVO, and firefly. Q1 2026 delivered a breakout quarter: RMB25.5B revenue (+112% YoY), record 19.0% gross margin and 18.8% vehicle margin (four-year highs), and a first positive operating profit of RMB66.8M. May 2026 set a new monthly record with 37,705 deliveries (+62% YoY), bringing cumulative deliveries to 1,148,118 vehicles. The battery swap network has grown to 3,916 stations worldwide with Gen-5 stations piloting in Q2 and mass deployment set for Q3 2026. The lineup now includes the ES9 flagship executive SUV (launched May 2026, 900V architecture, 5C charging), and firefly is expanding globally with active sales in Singapore, the Netherlands, Norway, and Belgium.

Pony.ai

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Public (NASDAQ: PONY; HKEX: 2026)

Pony.ai is a dual-listed autonomous-driving company commercializing Level 4 robotaxi, robotruck, and personally owned vehicle technology. Its mass-produced Gen-7 robotaxis run fully driverless commercial service across Chinese cities and have reached city-wide unit-economics breakeven in both Guangzhou and Shenzhen. Q1 2026 revenue jumped 145% YoY to $34.3M with robotaxi revenue up ~395%, the fleet topped 1,700 units, and the company has now raised its year-end 2026 targets to more than 3,500 robotaxis and >3.5x its 2025 robotaxi revenue.

WeRide

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Public (NASDAQ: WRD; HKEX: 0800)

WeRide is a commercial-stage autonomous-driving company building products from Level 2 ADAS to Level 4 robotaxis, robobuses, robovans, and robosweepers. It operates or tests in 40+ cities across 12 countries, has autonomous-driving permits in eight markets, and is scaling a global robotaxi fleet of about 1,300 vehicles — including fully driverless commercial service in Dubai and public service in Singapore — with Uber, Grab, Geely Farizon, Renault, GAC, Chery, and other partners. Europe has become a fast-moving front in 2026: WeRide and Uber launched Spain's first commercial robotaxi pilot in Madrid in June, and the same month the Slovak government backed a plan for WeRide to roll out its full Level 4 portfolio nationwide, adding to existing projects in France, Switzerland, and Belgium.

Lucid Motors

B

Public (NASDAQ: LCID)

Lucid Group is a Silicon Valley EV and technology company building the Lucid Air sedan and Lucid Gravity SUV around proprietary, software-defined vehicle architectures focused on range, efficiency, and performance. Silvio Napoli (formerly chairman and CEO of Schindler) assumed the CEO role on June 1, 2026, with Marc Winterhoff stepping back into COO. Lucid is centered on stabilizing Gravity after a seatbelt recall and supplier-driven production hit, launching its Lucid-Nuro-Uber robotaxi service in late 2026, scaling the expanded 35,000-vehicle Uber partnership, and bringing its lower-cost Atlas-based midsize platform to market as it pushes toward profitability and positive free cash flow.