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10 handpicked stocks

Xiaomi vs. Tesla: The EV Price War

Xiaomi's new budget-friendly YU7 SUV has sparked an intense price war with Tesla in China, the world's largest EV market. This collection features carefully selected companies across the EV supply chain that are positioned to benefit from this competitive manufacturing boom.

Author avatar

Han Tan | Market Analyst

Published on June 30

Your Basket's Financial Footprint

Interpretation of basket market capitalisation and investor-focused key takeaways.

Key Takeaways for Investors:
  • Large-cap dominance suggests lower volatility and more stable returns, likely tracking broader market moves rather than high-growth swings.
  • Suitable as a core portfolio holding for broad exposure, generally not for short-term speculative trading.
  • Expect steadier, long-term appreciation rather than explosive gains; growth tends to be gradual and cumulative.
Total Market Cap
  • NIO: $16.63B

  • XPEV: $20.36B

  • LI: $23.86B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Xiaomi's aggressive entry into the EV market with its YU7 SUV has intensified competition with Tesla in China. This rivalry is creating a manufacturing boom that benefits the entire supply chain, from battery makers to semiconductor suppliers and domestic automakers.

2

What You Need to Know

This collection spans the complete EV ecosystem including automakers, battery manufacturers, sensor technology providers, and raw material suppliers. As production scales up to meet demand, these companies are experiencing strong revenue growth in the world's largest electric vehicle market.

3

Why These Stocks

Each company was selected for its strategic position in the EV supply chain and potential to benefit from China's accelerating EV production. The focus is on dominant domestic automakers and critical upstream component providers poised to capture growth from this technological rivalry.

Why You'll Want to Watch These Stocks

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Tech Giants Enter the Race

Xiaomi's successful EV launch shows how tech companies can disrupt traditional auto markets. With hundreds of thousands of pre-orders in days, this signals a new phase of competition that could reshape the entire industry.

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The Price War Advantage

As Xiaomi and Tesla battle for market share with aggressive pricing, the real winners are the suppliers. Battery makers, chip manufacturers, and component providers all benefit from the massive scale-up in production.

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China's EV Dominance Play

The world's largest EV market is accelerating its lead, with domestic champions challenging global players. This collection gives you exposure to the companies fueling China's electric vehicle revolution.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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