Tesla recently cut the price of its Model 3 in China, signaling intensifying competition in the world's largest EV market. This price war could create a significant opportunity for the local Chinese companies that supply the domestic automakers challenging Tesla for market dominance.
Published on September 1
Tesla's price cuts signal an escalating battle that could reshape the entire Chinese EV market. Local suppliers are positioned to benefit as domestic brands ramp up production to compete.
As Chinese automakers scale up to challenge Tesla, their suppliers providing batteries, components, and software could see explosive growth from increased demand.
This competition isn't just about Tesla - it's reshaping how global EV giants operate in the world's largest electric vehicle market, creating opportunities across the ecosystem.
Tesla's price cuts in China signal an escalating battle for market share in the world's largest EV market. This intensifying competition creates opportunities throughout the supply chain, particularly for local Chinese companies that support domestic automakers challenging Tesla's dominance.
This group includes global EV leaders, rising Chinese automakers, and critical suppliers providing batteries, software, and components. As Chinese brands scale production to compete on price and innovation, their reliance on domestic suppliers intensifies, creating growth potential.
These companies were handpicked by professional analysts to capture the key players in China's EV ecosystem. From market-moving incumbents and domestic challengers to underlying technology providers, this collection provides exposure to the dynamic Chinese EV sector.
Market capitalisation breakdown for a basket labelled 'China EV Price War Stocks to Watch in 2025'.
TSLA: $1.47T
NIO: $16.63B
XPEV: $20.36B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
In 12 months it might be worth:
+227.50%
On average, analysts expect assets in this group to grow 227.5% over the next year.
13 of 15 assets in this group are rated Buy by professional analysts.
