China Auto Daily丨JPMorgan Sees Xiaomi EV Stock Rising 15-20% on Delivery Growth

JPMorgan: Xiaomi EV Stock Could Rise 15-20% on Delivery Surge  

JPMorgan analysts including Gokul Hariharan placed Xiaomi shares on the "Positive Catalyst Watch" list, projecting potential 15-20% stock appreciation within 3-4 months should electric vehicle deliveries accelerate significantly. This follows recent share price corrections driven by earnings concerns. The note anticipates monthly EV deliveries could reach 40,000 units by Q4 2025, contingent on production stabilization and sustained demand for Xiaomi's SU7 sedan series across major Chinese markets.  

Taicang Port Sets Record with 435,700 Vehicle Exports in July  

Customs data reveals Taicang Port exported 435,700 vehicles during January-July 2025, marking a 58.78% year-on-year surge and achieving the 400,000-unit milestone four months earlier than 2024. The record volume was facilitated by multimodal transport: rail-sea (101,000 units, 23.2%), road-sea (288,000 units, 66.1%), and river-sea (46,700 units, 10.7%) shipments. This underscores the port’s strategic role in China’s automotive export infrastructure amid growing global demand.  

XPeng X9 Tops Thailand’s Pure-Electric MPV Sales in July  

XPeng Chairman He Xiaopeng announced the X9 MPV secured Thailand’s July pure-electric MPV sales crown with 199 units delivered. As XPeng’s global flagship, the model has launched in Malaysia, Singapore, Thailand, Indonesia, Macau, and Hong Kong since January 2025. Notably, the first Indonesia-locally assembled X9 was delivered in July, signaling accelerated regional production capabilities for the Guangzhou-based automaker.  

2026 Deepal L07 Launches from RMB 135,900 with Huawei Tech  

The 2026 Deepal L07 debuted with limited-time pricing starting at RMB 135,900 (≈ USD 18,900). Standard features include Huawei’s Qiankun ADS SE system (comprehensive collision avoidance CAS 4.0, highway pilot assistant, urban cruise, and smart parking) and a Qualcomm Snapdragon 8295P-powered infotainment with AI modeling. Powertrain options deliver up to 1,500km CLTC range (EREV) or 660km (BEV), with all variants featuring 3C ultra-fast charging capability.  

*(Exchange rate: RMB 7.2 = USD 1)*