XPEV Earnings Reaction: China EV Makers Taking on TSLA

Anthony Sassine examines Xpeng (XPEV) after the company's 4Q earnings report. The China EV maker says 4Q deliveries increased 52.1% Y/Y. Sassine discusses Xpeng's stance among China's competitors including BYD (BYDDY) which Anthony calls the "Steady Eddy" of EV makers, especially following its rollout of a new quick-charging technology. For Tesla (TSLA), he believes the company should take a page out of XPEV's book and focus on a cheaper EV model.

Morning Movers

18 Mar 2025

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