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.
Published on June 30
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.
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.
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.
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.
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.
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.
Interpretation of basket market capitalisation and investor-focused key takeaways.
NIO: $16.63B
XPEV: $20.36B
LI: $23.86B
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+232.71%
On average, analysts expect assets in this group to grow 232.71% over the next year.
9 of 10 assets in this group are rated Buy by professional analysts.
