It’s no secret that Tesla inventory (Nasdaq: TSLA) has had a horrible 2025. After ending 2024 with a bang, the electrical automobile maker’s shares declined quickly as competitors elevated, CEO Elon Musk’s involvement in politics turned off a lot of Tesla’s liberal clients, and President Donald Trump’s tariffs sank international markets.
At the moment, Tesla shares sit at round $320—a far cry from their all-time excessive of greater than $488 set in December.
In the meantime, issues are wanting up for the inventory costs of two Chinese language electrical automobile makers Nio and XPeng. Although these manufacturers usually are not particularly well-known in America, their shares are traded on U.S. markets, and every firm has seen its share costs surge this yr—significantly within the final week. Right here’s what you might want to know.
XPeng Inc. inventory is up over 90% in 2025
XPeng is a Chinese language electrical automobile firm that was based in 2014. Its shares commerce on the New York Inventory Trade (NYSE) beneath the ticker XPEV. And for the reason that yr started, these shares have surged.
Since January, XPEV shares have risen a staggering 91% as of yesterday’s market shut. Yesterday alone, the corporate’s share worth surged greater than 11%, and immediately, in premarket buying and selling as of the time of this writing, XPEV shares are up one other 2% to $23.24.
XPeng Inc. is among the many EV gamers in China, and it at the moment has a market cap of round $20 billion, making it a lot smaller than China’s EV king BYD, which is at the moment price round $133 billion. In fact, XPeng can be minuscule subsequent to Tesla and its $1 trillion market cap.
But XPeng has one thing these different carmakers don’t—a inventory worth that has surged in 2025. As famous by BarChart, XPeng has seen success with its new fashions this yr in China, which has helped gasoline gross sales. The corporate has additionally seen exports develop in a number of international markets in 2025, together with Europe.
However what has most not too long ago helped Xpeng inventory this week specifically is its Q2 financials. The corporate reported gross second-quarter margins of 14.3%, 3.8% larger than within the earlier quarter. These rising margins are serving to gasoline the corporate’s backside line, one thing that’s fairly exceptional contemplating the EV worth wars in China proper now. Value wars often result in lowered margins as automakers compete to decrease the sticker worth of vehicles.
Even higher from an buyers’ perspective: Quarterly gross sales surged 125.3% year-over-year. Deliveries additionally hit a report quarterly excessive of 103,181.
Nio inventory is up than 14% prior to now two days
However XPeng isn’t the one Chinese language EV maker having a terrific week. Nio Inc. (NYSE: NIO), a Chinese language EV firm additionally based in 2014, noticed its inventory worth surge yesterday. NIO shares jumped over 9.2% to shut at $5.54 yesterday. At the moment, the EV maker’s shares are up one other 5.3% in premarket buying and selling as of this writing.
However not like Xpeng, Nio shares aren’t up due to a quarterly report (the corporate studies its Q2 of fiscal 2025 outcomes on September 2). As a substitute, Nio shares are up as a result of the corporate has introduced a brand new reasonably priced SUV.
As reported by CNBC, this week Nio unveiled its new ES8 SUV. The ES8 is designed for affordability—one thing seen as important in China’s more and more crowded EV market. The automobile shall be priced at round 308,800 yuan, which is simply round $43,000. It additionally comes with a battery subscription plan, which permits homeowners to improve or swap batteries by way of a month-to-month payment.
Nio has historically focused the high-end EV market in China, however with the discharge of the ES8 SUV, coming in September, the corporate is focusing on a brand new phase—and buyers appear bullish in regards to the transfer.
In June, Nio reported its Q1 2025 outcomes, through which it revealed 42,094 EV deliveries—up 42.1% from the yr earlier. Gross sales grew 18.6% for the quarter versus a yr earlier, however had declined by 43.1% from the sooner quarter. Revenues grew 21.5% YOY to $1.6 billion.
As of yesterday’s inventory worth surge, Nio is valued at round $11.8 billion.
