Tesla's V4 Chargers Hit China: Can They Outrun Fierce Competition?
Additionally, the V4 chargers promise broader access. They would not just power Tesla vehicles, but also electric cars from other brands in China. These V4 Superchargers have been initially rolled out in Shanghai, Chongqing, Gansu, and Zhejiang provinces. Tesla plans to expand the deployment of these chargers to Beijing, Guangdong province, along with other Chinese localities, but there is no set deadline for the same yet.
Tesla's Shanghai factory has begun manufacturing V4 chargers, so expansion wouldn't be much of an issue. Plus, thanks to the design of the chargers and economies of scale, installation costs are low (each V4 station costing less than $40,000).
Tesla already has more than 11,000 charging stalls in China, and with the rollout of V4 chargers, it is strengthening its charging infrastructure in the country. With the V4 Supercharger available to third-party EVs, it could also evolve into a default public charging solution.
Worldwide, Tesla has more than 70,000 Superchargers, making it the largest EV charging network globally. This leadership has made its charging connector the go-to choice for many EV makers in North America and Europe.
Charging Wars: How Tesla's Rivals Stack Up in China
The timing of this V4 Supercharger launch in China is interesting as competition is heating up in the country's charging corridor.
China's BYD Co Ltd BYDDY is making the loudest entrance, touting 'megawatt' chargers that promise 400 km of range in just five minutes. BYD first talked up 4,000 of these units, then upped the target to 15,000 through partnerships, though it still hasn't shared a firm build-out timeline. Peak power looks dazzling on paper, but hardware costs and network density will decide who wins daily traffic.
Meanwhile, another promising EV company, Li Auto LI is also making efforts to scale. As of May 2025 end, Li Auto operated 2,414 super-charging sites (13,195 stalls). It is targeting more than 4,000 stations live by year-end. Li Auto is focusing on highway access and aims to blanket 90% of China's main routes by 2025.
Now, Tesla's V4 rollout indeed trails BYD in headline power yet beats it on installed base and cost efficiency. And while li Auto excels at highway coverage, Tesla's 11,000-plus stalls in China—and open access for rival EVs—give it a broader moat if it can keep pace on expansion.
TSLA's Price Performance, Valuation and Estimates
Shares of Tesla have lost around 21% year to date compared with the industry's decline of 19%.
Image Source: Zacks Investment Research
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 9.71, way above the industry. It carries a Value Score of F.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for TSLA's earnings has been revised over the past 60 days.
Tesla stock currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here
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Enjoy insights and behind-the-scenes analysis from our award-winning journalists. Support local journalists and the next generation of journalists. Daily puzzles including the New York Times Crossword. SUBSCRIBE TO UNLOCK MORE ARTICLES Subscribe now to read the latest news in your city and across Canada. Unlimited online access to articles from across Canada with one account. Get exclusive access to the Toronto Sun ePaper, an electronic replica of the print edition that you can share, download and comment on. Enjoy insights and behind-the-scenes analysis from our award-winning journalists. Support local journalists and the next generation of journalists. Daily puzzles including the New York Times Crossword. REGISTER / SIGN IN TO UNLOCK MORE ARTICLES Create an account or sign in to continue with your reading experience. Access articles from across Canada with one account. Share your thoughts and join the conversation in the comments. Enjoy additional articles per month. Get email updates from your favourite authors. THIS ARTICLE IS FREE TO READ REGISTER TO UNLOCK. Create an account or sign in to continue with your reading experience. Access articles from across Canada with one account Share your thoughts and join the conversation in the comments Enjoy additional articles per month Get email updates from your favourite authors Don't have an account? Create Account There's no doubt that the richest man in the world could make a sizable impact at a time of widespread distrust of the political system and other democratic institutions. But his threat this week to start a third major political party has been met with widespread skepticism, as critics pointed to numerous failed bids over decades – including by lesser business titans – to disrupt America's two-party system. Musk's challenges go far beyond the fraught history of third-party attempts. His business empire is struggling in the wake of his aggressive foray into politics. His clash with Trump and his costly and unsuccessful effort to elect a Wisconsin Supreme Court judge have eroded his political capital. And his popularity plummeted as the U.S. DOGE Service, the cost-cutting effort he oversaw, upended the federal government, further exposing Americans to his polarizing persona and ideas. This advertisement has not loaded yet, but your article continues below. Even some of Musk's own supporters have expressed doubts about the direction he now plans to take, preferring that he stay focused on the business ideas that fueled his net worth of roughly $400 billion. But as his improbable bid to buy Twitter and front-and-center role in the 2024 election showed, Musk has defied expectations before. If nothing else, he could make life difficult for lawmakers he says have reneged on their promise to cut spending. 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Conservative voters appreciated Musk's money, but that wasn't enough to overcome negative perceptions of an ultra-wealthy outsider injecting himself into the state's politics, Burden said, adding that Musk's presence galvanized greater liberal turnout. 'A new party is going to benefit most from Musk if they can draw on his resources but keep him in the background,' Burden said. 'And if he can portray himself as an innovator and a tech entrepreneur – and somebody who is really contributing to the American economy and funding this new operation without being its front person – I think that's probably going to lead to the most success.' This advertisement has not loaded yet, but your article continues below. Musk floated his idea of a new party nearly one month ago on June 5, after days of criticizing the massive GOP tax bill as a measure that would burden the country with 'crushingly unsustainable debt.' 'Is it time to create a new political party in America that actually represents the 80% in the middle?' Musk wrote, along with a poll. Since then, Musk has regularly posted about starting a new party and going after lawmakers who vote for the spending bill. 'If this insane spending bill passes, the America Party will be formed the next day,' Musk wrote Monday. A person who has served as a sounding board for Musk, speaking on the condition of anonymity to discuss a sensitive matter, questioned Musk's ultimate strategy in undermining a party he had hoisted to victory beyond wanting 'to be in the driver's seat.' 'I agree our government is broken, but it's a tougher problem to fix than landing a rocket,' the person said. Toronto Maple Leafs Toronto Maple Leafs Ontario Weird Relationships
