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XPeng: Morphing Into The Chinese Tesla

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  • XPeng delivered a standout Q3'25, with sales up over 100% and EV deliveries surging 149% year-over-year.
  • XPEV's affordable Mona EV lineup drove record volumes, while the company pushes into robotaxi and humanoid robot markets, boosting its tech profile.
  • Despite strong sales and improving margins, XPEV remains unprofitable, but forecasts a small Q4 profit and holds a solid cash position.
  • Shares trade at a low valuation versus peers, offering an attractive risk/reward as XPEV evolves into a global tech leader beyond EVs.
Only a year ago, the Chinese EV market appeared overly competitive, now, players like Xpeng Inc. (XPEV) are expanding far beyond just manufacturing vehicles. The company reported a solid Q3'25 with EV volumes far above prior year levels, but the real excitement is in the robotaxi and humanoid robots opportunities. My investment thesis is Bullish, though one buying now has already missed a lot of the easy money over the last year or so.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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