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15 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.

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Author avatar

Han Tan | Market Analyst

Updated 2 days ago | Published at June 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NIO

NIO Inc.

NIO

Current price

$5.07

A major domestic competitor to both Xiaomi and Tesla in China's premium EV market, benefiting from the overall sector growth and investor attention.

XPEV

XPeng Inc.

XPEV

Current price

$20.74

Another key Chinese EV player competing in similar segments, poised to gain from the expanding domestic EV ecosystem and supply chain.

LI

Li Auto Inc

LI

Current price

$23.82

A leading Chinese EV manufacturer that benefits from the heightened focus and investment in the Chinese auto-tech space spurred by new competition.

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.

12 Month Growth Potential

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 could be worth:

$1,000.00

+162.03%

Group Performance Snapshot

162.03%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 162.03% over the next year.

9 of 10

Stocks Rated Buy by Analysts

9 of 10 assets in this group are rated Buy by professional analysts.

1.6%

Group Growth

This group averaged a 1.6% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔥

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.

💰

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.

🚀

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.

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