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XPeng's Turing chip launch marks a major leap in EV AI, debuting in the G7 SUV and challenging Tesla and Xiaomi in China. Tesla faces investor concerns as Elon Musk's political ambitions and the loss of the $7,500 EV tax credit threaten demand and profitability.
XPeng stock price continued its consolidation this month, even as its growth trajectory accelerated. XPEV was trading at $18.85 in New York, much lower than the year-to-date high of $27.15.
XPEV's diversified price points and ADAS offerings (even for mass market models) have grown sales by the triple digits on a YoY basis. This is likely to be aided by the growing presence globally from H2'25 onwards, as the automaker reports improving top/ bottom-lines and expands its global sales effort. Combined with the richer balance sheet, we believe that XPEV's cash bridge to profitability is more than enough, no matter the H2'25 uncertainties from the halted EV subsidies.
XPeng stock price remained under pressure even after the company published strong delivery data. XPEV stock was trading at $18.25 on Tuesday, down by over 32% from its year-to-date high.
BYD stands out as the best investment due to its scale, profitability, integrated supply chain, and strong growth outpacing the broader EV market. XPeng's explosive delivery growth highlights strong consumer appeal, but lack of profitability makes it vulnerable in the ongoing price war. Xiaomi's rapid entry and scale in EVs, backed by its profitable electronics business, make it a compelling growth story if execution remains strong.
Xpeng reported an eighth-straight month of more than 30,000 monthly vehicle deliveries amid a fierce price war in China. Xpeng's U.S.-listed rivals, which target a more premium segment of China's car market, saw more modest sales momentum.
Chinese electric-vehicle makers post strong growth ahead of the release of Tesla's second-quarter deliveries.
34,611 vehicles delivered in June, up 224% YoY Achieved a new record quarterly deliveries of 103,181 units in Q2 2025 First-half 2025 deliveries hit 197,189 units, surpassing total deliveries in 2024 30,000+ monthly deliveries sustained for eight consecutive months GUANGZHOU, China, July 01, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June and the first half of 2025. In June 2025, XPENG delivered 34,611 Smart EVs, representing a year-over-year increase of 224% and marking the eighth consecutive month that deliveries exceeded 30,000 units.
XPeng Inc. Sponsored ADR (XPEV) Stock Declines While Market Improves: Some Information for Investors
XPeng Inc. Sponsored ADR (XPEV) concluded the recent trading session at $17.88, signifying a -1.38% move from its prior day's close.
XPENG invited to attend CVPR WAD, a top global autonomous driving workshop XPENG was the sole Chinese automaker invited by the conference this year to share its autonomous driving R&D progress, sharing the stage with industry leaders like Waymo and NVIDIA XPENG delivered a speech titled "Scaling up Autonomous Driving via Large Foundation Models". On the same day, XPENG announced the launch of the world's first AI-powered car, the G7, equipped with an L3 computing platform, in China XPENG has also proposed two key standards for L3 computing platforms: Effective computing power exceeding 2000 TOPS and Onboard deployment of "VLA + VLM models" GUANGZHOU, China, June 30, 2025 (GLOBE NEWSWIRE) -- XPENG Motors (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading China-based high-tech company, was invited to present its advancements in foundational models for autonomous driving at the 2025 Conference on Computer Vision and Pattern Recognition (CVPR), the sole Chinese automo