Xpeng today
- 52-week range
- $ 6.55
▼
$ 27,16
- Value is valuable
- $ 22.20
Chinese intellectual electric car (EV) Xpeng Inc. NYSE: XPEV It was reported that in March 2025 the monthly supplies of electric vehicles increased by 268% compared to last year (YOY) to 33,205 units. This marks the fifth month in a row exceeds 30,000 units in the supply of electric vehicles. 331% of the statements in the first quarter of 2025 94 008 Smart EVS is even more impressive.
At the same time, these numbers are pale compared to the leader of the car/tire/truck sector Tesla Inc. NASDAQ: TSLA The supply of electric vehicles that have just reported 336,681 units in the first quarter of 2025, which did not have consensus assessments of 377,000 EV.
Deliveries to Q1 also fell by 13% per year from 386,810 EV during the year. Should Tesla investors worry about the conclusion of the supply compared to the extension of Xpeng?
Tesla loses its position in China
In March 2025, Tesla saw how sales of electric vehicles in China fall by 11.5% in annual terms up to 78,828 units. The Chinese car manufacturer Xiaomi delivered a record units of 29,000 EV per month. Nio Inc. NYSE: NIO And Zeekr Intelligence Technology Holding Limited NYSE: ZK A little less than 20,000 units each. Leapmotor supplied 37,095 EV, by 154% year. Leading Chinese manufacturer of electric vehicles, Byd Company Ltd. OTCMKTS: YesDeliveed 166 109 EV in China.
However, BYD sold more than a million new energy vehicles (NEV) in the first quarter of 2025, noting the third quarter in a row, falling into this milestone. NEV includes electric cars with a battery (BEV), hybrid electric vehicles (PHEV) and vehicles operating on fuel elements. Since the competition intensifies, Tesla steadily loses its market share in its second largest market.
Is Tesla a tariff import of tariffs? And no, depending on the country
The topic of tariffs is now the main news. The United States significantly increased tariffs for imported cars and spare parts, especially those that are not produced inside the country. Additional trade measures were aimed at importing from China, which increases the total tariff burden on Chinese -made goods. In response, China announced mutual tariffs for American products.
The good news for Tesla shareholders is that his Tesla cars are produced in his Tesla cars in his equipment Fremont, California and Austin, Texas. Nevertheless, the bad news is that from 30% to 40% of its components are imported from foreign suppliers, including most of its lithium-ion battery materials coming from China.
Elon Musk said on x, “It is important to note that Tesla is not unharmed here. The effect of the tariff on Tesla is still significant. ”
Ironically, Chinese electric cars Tesla have less tariff exposure. China’s declining tariffs will not damage Tesla, since its electric cars sold in China are produced at its Shanghai gigafaurium, while 95% of its supply chains are localized.
Xpeng plays in China?
Xpeng crushed its competition in the growth of YOY growth by 268% and 331% in March and in the first quarter of 2025, respectively. Bulbed Chinese automaker Li Auto Inc. Entrepreneurial Dadak: nods. In March 2025, he had 36,674 vehicles, 26% in annual calculus and 92,864 units in the first quarter of 2025, increasing by 16%. Xpeng still takes loss. It reported losses for adjusted losses for revenues for a share (EPS) in the amount of 20 cents per share of the American depository (ADS), the missing estimates of the consensus for 6 cents.
This was an improvement compared to the loss of $ 1.51 for advertising during the year. The revenue for 4 quarters of 2024 amounted to $ 2.21 billion, which still did not reach a consensus estimate of 2.25 billion dollars. USA. Nevertheless, its gross margin increased significantly from 6.2% per year to 14.4% in the 4th quarter of 2024, despite the consistent sliding from 15.3% in the 3rd quarter of 2024.
Analysts have become more optimistic on Xpeng shares
Xpeng shares forecast today
$ 22.20
10.80% growthHold
Based on 13 analysts ratings
| The current price | $ 20.04 |
|---|---|
| High forecast | $ 31.00 |
| Average forecast | $ 22.20 |
| Low forecast | $ 12.50 |
Forecast Details Xpeng
From the point of view of Yoy, Xpeng demonstrates an improvement in terms of delivery of EV, EPS, income and margin, although not from the point of view of consensus assessments. However, Analysts began to adjust their target price purposes above by 14.27% of the consensus target price of $ 22.20. This is a sharp change from forecast only a month ago with a target price of $ 13.93, which indicates a decrease by 37.38% as of April 3, 2025.
Promotions are well superior to Tesla and S&P 500, as it is still traded in a very positive territory, increasing by more than 50% from the beginning of the year (YTD) as of April 3, 2025.
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