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Yahoo
30-06-2025
- Automotive
- Yahoo
XPeng or NIO: Which Chinese EV Stock Looks Stronger Now?
China's new-energy vehicle (NEV) market is thriving, driven by strong consumer demand, rapid technological innovation and continued government support. Among the noted players in this fast-moving space are NIO Inc. NIO and XPeng Inc. XPEV — two homegrown EV players racing to capture market share. While both are committed to pushing the boundaries of electric mobility, their strategies and performance differ. As the competition heats up, the question is—which company is better positioned to win over shareholders? Let's compare NIO and XPeng across several critical metrics to find out which one currently holds the edge. NIO's current lineup spans sedans, SUVs and coupes, including models like ES6, EC6, ES7, ES8, EC7, ET5, ET5T, ET7, ET9, EP9. In late March 2025, NIO began deliveries of its luxury flagship sedan, ET9. Beyond its core lineup, NIO is expanding its reach through two sub-brands. ONVO, its mainstream mass-market brand, debuted L60, which has been well-received by consumers. Deliveries of its second vehicle, L90, are expected to begin in the third quarter of 2025, followed by a third model in the fourth quarter. Meanwhile, Firefly—NIO's high-end compact EV brand—unveiled its first model in April 2025. XPeng also has a diversified lineup. It also bets big on intelligence-driven vehicles. Its offerings include G9 (a mid- to large-sized SUV), P7i (a sporty sedan), G6 (a sleek coupe SUV), P7+ (a family sedan), MONA M03 (a value-priced sedan) and X9 (a seven-seat MPV). This month, XPeng introduced its latest model, G7—a crossover positioned between G6 and G9. Within 46 minutes of opening pre-orders, G7 attracted over 10,000 reservations, signaling strong market interest. G7 is also the first model equipped with XPeng's in-house Turing AI chip, which reportedly delivers triple the computing power of standard smart driving chips. While NIO offers a broader brand presence across price tiers, XPeng's focus on intelligent driving and diverse vehicle styles, along with the early buzz surrounding its G7 launch, underscores its tech-driven strategy. This product innovation focus could help XPeng gain ground in an increasingly crowded market. XPeng has delivered a knockout performance on the delivery front. In 2024, it delivered 190,068 vehicles — a 34.2% increase year over year. The momentum surged in 2025, with 94,008 vehicles delivered in the first quarter alone, marking a jaw-dropping 331% jump from the prior-year period. That momentum continues, with 35,045 vehicles delivered in April (up 273% year over year) and 33,525 in May (up 230%). XPeng expects second-quarter deliveries in the band of 102,000-108,000, representing year-over-year growth of 238%-257%. NIO, though growing steadily, is now trailing in volumes. It delivered 221,970 vehicles in 2024 — higher than XPeng's total — but the story has changed in 2025. NIO sold 42,094 units in the first quarter of 2025 — less than half of XPeng's quarterly tally. April deliveries rose 53% year over year to 23,900 units, while May deliveries climbed a modest 13.1% to 23,231 units. For second-quarter 2025, NIO projects deliveries in the range of 72,000-75,000 vehicles, implying a rise of 25.5-30.7% year over year. In terms of growth and volume, XPeng is clearly in the driver's seat. XPeng delivered strong top-line growth in the last reported quarter, with revenues surging 141.5% year over year to $2.18 billion. Its net loss narrowed significantly to $90 million, reflecting improving operational efficiency. Vehicle margin improved to 10.5% from 5.5% a year ago. NIO generated $1.66 billion in revenues in the last reported quarter, up 20.8% year over year. However, it remains deeply in the red, with a net loss of $930 million — a 30% increase from the prior-year period. Its vehicle margin was 10.2%, slightly below XPeng's but up from 9.2% in the prior-year quarter. While both firms are still unprofitable, XPeng is seeing stronger revenue growth and a healthier trend in narrowing losses, giving it a modest edge on the financial front. Both NIO and XPeng are spending money on advanced technologies, but their approaches differ. NIO's standout innovation is its battery swap tech, with over 3,400 stations deployed globally. It's also advancing smart driving with its NIO World Model (NWM), part of its NADArch 2.0 architecture. NWM enables real-time decision-making from raw sensor data and is now live on Banyan-based vehicles. XPeng, meanwhile, is doubling down on full-stack intelligence. Its AI Hawkeye Visual Solution and XOS 5.4 operating system showcase an integrated approach to smart driving. XPeng is also thinking beyond the road—developing humanoid robots, flying cars and in-house AI chips. While some of these projects may seem far-fetched, they reflect XPeng's bold vision for the future of mobility. For now, XPeng's ambition and breadth of innovation give it a clear edge. While NIO stock has struggled so far in 2025, XPeng shares have seen a solid upswing—likely fueled by investor excitement around its advancements in autonomous driving, robotics and AI. Image Source: Zacks Investment Research Both stocks trade at relatively low forward price-to-sales ratios versus their historical averages. However, XPeng's forward P/S ratio of 1.25 is notably higher than NIO's 0.42. Image Source: Zacks Investment Research Despite both companies being unprofitable, the market appears to be rewarding XPeng's bold tech narrative and improving financials, while remaining cautious on NIO amid continued losses and margin pressure. The Zacks Consensus Estimate for XPEV's 2025 bottom line suggests 66.7% year-over-year growth, while the 2026 estimate implies a 207% jump from 2025 projected levels. See how estimates for XPeng have been revised in the past 90 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NIO's 2025 and 2026 bottom line implies a year-over-year improvement of 31% and 59%, respectively. See how estimates for NIO have been revised in the past 90 days. Image Source: Zacks Investment Research At this point, neither NIO nor XPeng is a screaming buy. Both carry a Zacks Rank #3 (Hold), which suggests investors should stay cautious in the short term. That said, if we have to pick one over the other, it would be XPeng. It's growing faster, cutting its losses, and generating more excitement around its tech, especially in autonomous driving and AI. NIO still has some strong cards to play, like its battery swap network and broader brand strategy. But NIO hasn't turned those advantages into the same kind of growth and margin progress we're seeing from XPeng. For investors looking to tap into China's EV growth story, XPeng looks like the more promising one now. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NIO Inc. (NIO) : Free Stock Analysis Report XPeng Inc. Sponsored ADR (XPEV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
09-06-2025
- Automotive
- Yahoo
ZF secures UK (Wales) government funding
ZF Automotive UK, a supplier of car parts to global brands, has been granted £432,000 from the Welsh Government's Economy Futures Fund to optimise its operations. This investment will help safeguard over 60 jobs at the company's Pontypool facility, which specialises in manufacturing brake callipers. The funding is set to modernise a production line dedicated to fulfilling a contract with Jaguar Land Rover (JLR). This initiative will not only boost productivity but also provide ZF Automotive UK's workforce with valuable opportunities to acquire new skills pertinent to advanced manufacturing processes. ZF Automotive UK Operations director Steven McKenzie said: 'Our team in Pontypool is passionately working to continually improve our manufacturing operations, to ensure competitiveness in a challenging automotive sector. 'This funding will support our efforts to purchase equipment and tooling to secure new business, in addition to supporting our heating project to significantly improve our energy efficiency.' Moreover, the investment will facilitate the creation of apprenticeship and graduate positions, further contributing to the local economy and job market. Cabinet Secretary for Economy, Energy and Planning Rebecca Evans said: 'ZF Automotive is a well established and important employer for Pontypool and the surrounding area with many long serving staff. "The funding will help the business decarbonise and optimise its operations, bringing highly sought after contracts with Jaguar Land Rover to Wales and upskilling staff as a result.' In addition to workforce development, ZF Automotive UK plans to utilise the funds to replace its outdated gas heating system, which has been in operation for over 50 years. The upgrade is expected to enhance energy efficiency at the site, leading to a substantial reduction in carbon emissions. ZF Friedrichshafen's sales for the fiscal year 2024 declined 11% from the previous year's €46.6bn to €41.4bn. The company said the decline was primarily due to the deconsolidation of its axle assembly product line, which was transferred to the ZF Foxconn Chassis Modules joint venture in April 2024. Looking ahead to 2025, ZF Group anticipates only weak economic growth in the eurozone and Germany, with vehicle markets potentially staying below previous year levels. In February, ZF Group announced that it had commenced series production of its state-of-the-art steer-by-wire system. It eliminates the need for a mechanical connection between the steering wheel and steering gear, is being implemented in Nio Inc's flagship ET9 model, a Chinese battery electric vehicle (BEV). "ZF secures UK (Wales) government funding" was originally created and published by Just Auto, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-06-2025
- Automotive
- Yahoo
Nio Plans 2026 Launch for Flagship ES9 SUV
Nio (NIO, Financials) will launch its new flagship SUV, the ES9, in the first half of 2026, according to President Qin Lihong. This marks the electric vehicle maker's first public confirmation of the model. Warning! GuruFocus has detected 4 Warning Signs with NIO. The ES9 is expected to build on the ET9 sedans platform and feature Nios latest technology, including dual Shenji NX 9031 chips and the SkyRide chassis. The model will likely be built on the companys NT 3.0 architecture and exceed 5.2 meters in length. Nios current flagship SUV is the ES8, starting at RMB 498,000 ($69,167), while the ET9 sedandelivered for the first time in Marchstarts at RMB 788,000 ($109,430), including the battery. The ES9 joins a growing list of models under the Nio umbrella, which now includes nine variants. Qin also confirmed that Nios sub-brand, Onvo, will release two additional SUVsthe L90 and L80later this year. Investors may interpret the ES9s timing as a signal that Nio is doubling down on premium EV offerings amid rising domestic competition. Rumors had previously suggested a debut at the companys annual Nio Day event in December. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
02-06-2025
- Automotive
- Yahoo
Nio Plans 2026 Launch for Flagship ES9 SUV
Nio (NIO, Financials) will launch its new flagship SUV, the ES9, in the first half of 2026, according to President Qin Lihong. This marks the electric vehicle maker's first public confirmation of the model. Warning! GuruFocus has detected 4 Warning Signs with NIO. The ES9 is expected to build on the ET9 sedans platform and feature Nios latest technology, including dual Shenji NX 9031 chips and the SkyRide chassis. The model will likely be built on the companys NT 3.0 architecture and exceed 5.2 meters in length. Nios current flagship SUV is the ES8, starting at RMB 498,000 ($69,167), while the ET9 sedandelivered for the first time in Marchstarts at RMB 788,000 ($109,430), including the battery. The ES9 joins a growing list of models under the Nio umbrella, which now includes nine variants. Qin also confirmed that Nios sub-brand, Onvo, will release two additional SUVsthe L90 and L80later this year. Investors may interpret the ES9s timing as a signal that Nio is doubling down on premium EV offerings amid rising domestic competition. Rumors had previously suggested a debut at the companys annual Nio Day event in December. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
26-05-2025
- Automotive
- Yahoo
NIO vs. TSLA: Which EV Stock Has More Charge for the Future?
For years, Tesla TSLA has been the face of the electric vehicle (EV) revolution. Today, it's still a giant, with a staggering $1 trillion market cap and a growing focus on technology — from robotaxis to artificial intelligence. But the road ahead isn't as smooth as it once seemed. Rising competition, shifting political dynamics, and missed or delayed timelines have taken some shine off Tesla's once-unshakable dominance. On the other hand, there is NIO, Inc. NIO — often dubbed the 'Tesla of China'— which has been on its own wild ride. The company's market cap might be a fraction of Tesla's, at just over some $8 billion, and it's still not profitable. However, it operates in China, the world's largest and most EV-friendly market. And while challenges remain, NIO seems to be inching forward with a clearer focus and renewed energy. No doubt, Tesla is aiming big and positioning itself more like a tech powerhouse than just a carmaker. But NIO is also doubling down on the EV game in a supportive domestic environment. With U.S. President Trump's tough stance on EVs and shifting investor expectations, the race is far from over. Shares of both Tesla and NIO have declined year to date, underscoring the cautious mood around EV stocks. Image Source: Zacks Investment Research Let's delve into the key drivers and challenges to assess which stock deserves a spot in your portfolio now. NIO may be a small player compared to global giant Tesla, but the Chinese EV maker is stepping up its game. Its growing vehicle lineup — including models like the ES6, ET5T, ES8, ET9 — is helping the company expand its footprint in the competitive electric vehicle landscape. But NIO isn't relying solely on its namesake brand to drive future growth. It has launched two sub-brands — ONVO, which targets the mainstream EV market, and Firefly, aimed at smaller premium vehicles. ONVO's first model, the L60, is already on the roads and receiving positive feedback. Two more ONVO vehicles, the L90 and a yet-to-be-named model, are set to hit the market later this year, potentially widening NIO's customer base. Firefly's first model commenced deliveries last month. In the first quarter of 2025, NIO delivered over 42,000 vehicles — a 40% jump year over year. Management aims to double deliveries in 2025, powered by new models and broader brand reach. The company's signature battery swap technology remains a key differentiator, with more than 3,200 stations and a new partnership with battery giant CATL to expand the network further. Vehicle margins are improving. The metric rose steadily through 2024, reaching 13.1% in the second half, and NIO is aiming for a 20% margin this year for its core brand. Still, challenges remain. NIO reported a net loss of more than $3 billion in 2024, and while management targets breakeven by the fourth quarter of this year, intense price competition in China and high operating costs pose a risk to that goal. Rising SG&A expenses and a stretched balance sheet—with shrinking cash reserves and high debt—add further pressure. Despite these hurdles, NIO's innovation, expanding portfolio, and access to China's massive EV market offer compelling reasons to watch the stock closely. Take a look at the consensus estimates for NIO's bottom line in 2025 and 2026. Image Source: Zacks Investment Research Tesla's journey from EV pioneer to tech powerhouse has hit a bumpy patch. Once the undisputed leader of the EV race, the company is now grappling with slowing growth in its core business. Deliveries are down, competition is fiercer than ever, and Tesla's once-fresh lineup is beginning to show its age. In the first quarter of 2025, Tesla delivered 336,000 vehicles—a 13% year-over-year drop. Amid escalating global tariffs and rising uncertainty around its China operations, the company chose not to reaffirm its earlier forecast of modest growth for the year and said it would revisit its 2025 delivery targets in the second-quarter update. Complicating matters is the growing discomfort around CEO Elon Musk's political strides, which raised doubts about his focus on the company's core operations. Nonetheless, its energy generation and storage segment, while still small, is gaining momentum and delivering higher margins than the EV business. Financially, Tesla remains strong. It ended the first quarter of 2025 with a hefty $37 billion in cash and a low debt-to-capital ratio of just 7%, giving it room to fund future bets. And those bets are big. Tesla is preparing to launch its first robotaxi service in Austin by next month—a move that could mark the company's most meaningful step into full autonomy yet. It's also building out the Cybercab, a two-seater self-driving vehicle expected in 2026, and continues to develop Optimus, its humanoid robot. These ambitious projects could define Tesla's next era. But they also come with high execution risk. For now, the company's challenge is to steady its EV business while proving that its big ideas can turn into big results. Whether that comeback begins in 2025 is the question investors are asking. Take a look at the consensus estimates for TSLA's bottom line in 2025 and 2026. Image Source: Zacks Investment Research At this stage, neither NIO nor Tesla appears to be a compelling buy. But if you're choosing between the two, NIO looks like the better name to keep on your radar in the near term. NIO shows some promise with improving vehicle margins and an expanding brand portfolio, though it remains unprofitable and faces stiff competition and financial constraints. Investors would be wise to wait for NIO's upcoming quarterly results next week to assess whether it can maintain its delivery guidance and continue margin progress. Tesla, meanwhile, is betting big on future tech with its robotaxi rollout. But with shares already up 35% in a month—reflecting much of the hype—this may be an opportune time for existing investors to book profits. It's best to stay on the sidelines until Tesla's robotaxi launch proves it can meet expectations. Tesla currently carries a Zacks Rank #5 (Strong Sell), while NIO has a Zacks Rank #3 (Hold).You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Tesla, Inc. (TSLA) : Free Stock Analysis Report NIO Inc. (NIO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
