Chinese electric-vehicle makers posted strong growth in June, ahead of Tesla's announcement of its second-quarter deliveries.

Most of the EV makers' shares were rising, while Tesla stock fell.

NIO delivered 24,925 cars in June, up from 21,209 in June 2024. Based on recent guidance, NIO management expected to deliver about 26,000 cars last month. On Tuesday, U.S.-listed shares of the auto maker rose 2.2%. The S&P 500 fell 0.1% and the Dow Jones Industrial Average gained 0.9%.

XPeng delivered 34,611 cars in June, up from 10,668 in June 2024. Based on recent guidance, XPeng management expected to deliver about 36,000 cars in June. XPeng stock gained 2.1%.

Li Auto delivered 36,279 cars in June, down from 47,774 in June 2024. Based on recent guidance, Li management expected to deliver about 33,000 cars in June, down from an initial indication pointing to closer to 50,000 deliveries. American depositary receipts of Li Auto fell 1%.

Coming into Tuesday, Li stock has risen about 13% this year. XPeng stock has posted the strongest growth, with a gain of about 51%. NIO shares have declined about 21%.

Combined, the three companies delivered 95,815 cars, up from 79,651 delivered in June 2024.

BYD, the largest EV maker in China, offering both all-electric cars and hybrids, delivered 377,628 passenger vehicles in June. That included 206,884 all-electric cars. A year ago, BYD delivered 340,211 vehicles, including 145,179 all-electric cars.

BYD shares added 0.1% on Tuesday.

For the quarter, BYD delivered around 1.13 million cars, including more than 606,000 all-electric vehicles. That number will almost certainly put BYD past Tesla, which is expected to deliver about 385,000 cars in the second quarter, according to Wall Street estimates compiled by the company.

Tesla has struggled to generate sales growth in 2025. Vehicle sales fell 13% year over year in the first quarter. The 385,000 consensus estimate is down about 13% from the 444,000 vehicles delivered in the second quarter of 2024.

Coming into Tuesday, BYD has risen about 37% this year. Tesla shares have fallen about 21%, while the S&P 500 has gained 5%.

Tesla stock fell 5.3%, closing just below $301 a share. President Donald Trump and CEO Elon Musk are fighting again on social media. An early June feud sent Tesla stock below $285 a share.