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BullDigest's May 14 Pre-Market Summary of XPeng Inc.

  • 14.05.2025 15:18
  • bulldigest.com
  • Keywords: Pre-Market, Summary, XPeng Inc.

Check out BullDigest's May 14 Pre-Market Summary of XPeng Inc.. We provide a summary of the key news before the market opens.

Pre-Market SummaryUNPsentiment_dissatisfiedXPEVsentiment_satisfiedTOYOFsentiment_dissatisfiedBYDDYsentiment_satisfiedTSLAsentiment_dissatisfiedNVDAsentiment_satisfiedCPTsentiment_satisfiedTDG

Estimated market influence

NIO

NIO

Negativesentiment_dissatisfied
Analyst rating: Buy

No mention in the text.

Changan Automobile

Positivesentiment_satisfied
Analyst rating: N/A

Launching new electric SUV models in the UK and expanding their presence in Europe.

Xpeng

Xpeng

Positivesentiment_satisfied
Analyst rating: Buy

Partnership with Plugsurfing for European charging network, entering Italian market, and expected margin improvements.

Skoda

Neutralsentiment_neutral
Analyst rating: N/A

Launching a new EV model in Australia with specific features.

Toyota

Toyota

Negativesentiment_dissatisfied
Analyst rating: Buy

Rumors of acquisition of Neta, which is facing financial difficulties.

GAC

Neutralsentiment_neutral
Analyst rating: N/A

Joint venture with Toyota on an EV sedan model.

HSBC Global Research

Positivesentiment_satisfied
Analyst rating: N/A

Analysts expect Xpeng to improve margins and scale, increasing target price.

MIDF

Neutralsentiment_neutral
Analyst rating: N/A

Believes Malaysia may benefit from stronger exports and manufacturing.

BYD

BYD

Positivesentiment_satisfied
Analyst rating: Strong buy

Leading EV sales in Malaysia with significant registrations.

Proton

Positivesentiment_satisfied
Analyst rating: N/A

Strong EV sales performance in Malaysia, particularly the eMas 7 model.

Denza

Neutralsentiment_neutral
Analyst rating: N/A

Moderate EV sales in Malaysia with notable registrations.

BMW

Positivesentiment_satisfied
Analyst rating: N/A

Presence in global EV market with significant sales in Malaysia.

Tesla

Tesla

Negativesentiment_dissatisfied
Analyst rating: Buy

Facing scrutiny from US regulators regarding Robotaxi plan and potential issues related to CATL's military ties.

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Surged in stock due to potential UAE chip export deal for OpenAI data center.

AMD

AMD

Positivesentiment_satisfied
Analyst rating: Buy

Strategic cooperation with Saudi AI firm Humain worth $10 billion.

GM

GM

Neutralsentiment_neutral
Analyst rating: Buy

Collaborating with LG Energy Solution on battery technology for future EV models.

LG Energy Solution

Neutralsentiment_neutral
Analyst rating: N/A

Partnership with GM to commercialize new battery cells by 2028.

CATL

Positivesentiment_satisfied
Analyst rating: N/A

Pursuing a $4 billion Hong Kong listing and leading in EV batteries globally.

OpenAI

Neutralsentiment_neutral
Analyst rating: N/A

Potential recipient of advanced Nvidia chips from UAE for data centers.

Context

Business Insights & Market Implications Summary

Global Auto Market

  • Growth Projection: The global auto market is projected to grow at 2.7% in 2025, reaching 98.7M units, driven by high prices, credit constraints, and trade instability in key markets (U.S., China, EU).
  • Tariffs Impact: U.S. tariffs on vehicle imports are disrupting supply chains, forcing manufacturers to relocate and diversify suppliers, leading to increased costs.

EV Adoption & Emissions Standards

  • Emerging Markets Lead: Emerging markets like Chile, Turkey, New Zealand, and Argentina are leading EV adoption due to incentives, air quality concerns, and infrastructure growth.
  • EU Emissions Targets: The EU’s emissions target (93.6g CO₂/km by end of 2025) is pressuring manufacturers to increase EV production, with risks of penalties and market share loss.

Flexible Production & Software-Defined Vehicles

  • Production Flexibility: OEMs are investing in platforms supporting ICE, hybrid, and EV assembly. Hybrids are gaining popularity.
  • Strategic Partnerships: Western automakers are partnering with Chinese EV firms (e.g., Xpeng, Leapmotor) for innovation and cost reduction.
  • SDVs Importance: Software-defined vehicles (SDVs) with real-time updates and personalization are crucial, prompting OEMs to create software divisions or partnerships.

E-Commerce & Logistics

  • E-Commerce Growth: Online platforms for auto parts are growing, offering better pricing and availability. These platforms connect buyers with verified European suppliers.
  • Logistics Demand: Fast access to replacement parts is critical, with platforms offering real-time inventory visibility and international delivery options.

Company Insights

Changan

  • UK Launch: Changan Automobile (Chinese state-owned) will launch the Deepal S07 electric SUV in the UK in September 2025, priced at £39,995. RHD test drives start mid-July.
  • Expansion Plans: Changan is expanding its UK sales team and has a UK R&D facility. It plans to hire ex-Nissan GB executives.

Xpeng

  • European Expansion: Xpeng is partnering with Plugsurfing for access to 940,000+ charging points across 27 countries via the Drive API.
  • Market Penetration: Xpeng aims for activity in 60+ global markets by end of 2025, targeting 50% of turnover from overseas sales.
  • Italian Market Entry: Xpeng officially entered the Italian market during Milan Design Week, showcasing the P7+, X2 flying car, and a humanoid robot.
  • Analyst Outlook: HSBC Global Research expects Xpeng to improve margins and economies of scale, increasing its target price to $27.40.

Skoda

  • EV Launch in Australia: The Skoda Elroq 2025 EV is launching in Australia, priced from $54,990 (85 Select) to $64,990 (130 Edition).
  • Features: Includes an 82kWh NMC battery, 529km WLTP range, 210kW/545Nm motor (RWD), and 175kW DC charge rate.

Toyota

  • Potential Acquisition Rumors: Toyota may acquire Chinese EV maker Neta (Hozon sub-brand) for A$1.3 billion, though it denies knowledge of the deal.
  • Joint Ventures: Toyota has joint ventures with Chinese companies like GAC for EV production (e.g., bZ7 EV sedan).

Market Roundup

  • Xpeng's Momentum: HSBC Global Research analysts believe Xpeng is poised to continue improving its margins and economies of scale.
  • Malaysia Benefits: MIDF analysts suggest Malaysia may benefit from stronger exports and manufacturing.

Entertainment & Other Markets

The Conners

  • Series Finale: The family receives a $700 settlement from an opioid lawsuit, used for a pizza party. Dan declares Roseanne as the love of his life despite being married to Louise.

EV Sales (Malaysia)

  • April 2025 Data:
    • BYD led with 1,048 registrations (3,207 YTD).
    • Proton followed with 799 (2,537 YTD), Denza (157), Xpeng (153), BMW (119), and Tesla (108).

US Stock Market

  • May 13, 2025 Performance:
    • S&P 500: +0.72% (recovering YTD losses).
    • Nasdaq Composite: +1.61%.
    • DJIA: -0.64%.
  • Key Moves:
    • Nvidia surged 5.63% due to a potential UAE chip export deal.
    • GM and LG Energy Solution plan to commercialize LMR prismatic battery cells by 2028.

Global EV Sales

  • April 2025 Data: Global EV sales reached 1.5 million units, down 12% MoM but up 29% YoY.
    • China: 3.3 million (+35% YoY).
    • Europe: 1.2 million (+25% YoY).
    • North America: Lagged at +5%.

CATL

  • Listing & Investments: CATL, a Tesla supplier, is pursuing a $4 billion Hong Kong listing with $2.63 billion from cornerstone investors.
  • Regulatory Hurdles: Facing U.S. concerns over alleged ties to China’s military.
  • Market Share: CATL accounts for nearly 39% of the global EV battery market.

Conclusion: The automotive industry in 2025 is defined by agility, digital integration, and strategic partnerships, with a growing emphasis on EVs, software-defined vehicles, and sustainable production.