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Tesla's V4 Chargers Hit China: Can They Outrun Fierce Competition?
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Key Takeaways
TSLA launched V4 Superchargers in China with up to 325 kW charging and third-party EV compatibility.
The chargers are live in four provinces, with local production and low installation costs aiding fast rollout.
TSLA faces tough competition from BYD's megawatt chargers and Li Auto's highway-focused network.
Electric vehicle (EV) giant Tesla (TSLA - Free Report) just launched its first batch of V4 Superchargers in China — the world’s largest EV market. These chargers offer faster charging speed, with compatible EVs achieving 168-200 miles of range in 15 minutes. The V4 Superchargers deliver peak charge rates up to 325 kW, higher than 250 kW offered by Tesla’s V3 Superchargers.
Additionally, the V4 chargers promise broader access. They would not just power Tesla vehicles, but also electric cars from other brands in China. These V4 Superchargers have been initially rolled out in Shanghai, Chongqing, Gansu, and Zhejiang provinces. Tesla plans to expand the deployment of these chargers to Beijing, Guangdong province, along with other Chinese localities, but there is no set deadline for the same yet.
Tesla’s Shanghai factory has begun manufacturing V4 chargers, so expansion wouldn’t be much of an issue. Plus, thanks to the design of the chargers and economies of scale, installation costs are low (each V4 station costing less than $40,000).
Tesla already has more than 11,000 charging stalls in China, and with the rollout of V4 chargers, it is strengthening its charging infrastructure in the country. With the V4 Supercharger available to third-party EVs, it could also evolve into a default public charging solution.
Worldwide, Tesla has more than 70,000 Superchargers, making it the largest EV charging network globally. This leadership has made its charging connector the go-to choice for many EV makers in North America and Europe.
Charging Wars: How Tesla’s Rivals Stack Up in China
The timing of this V4 Supercharger launch in China is interesting as competition is heating up in the country’s charging corridor.
China’s BYDCo Ltd (BYDDY - Free Report) is making the loudest entrance, touting “megawatt” chargers that promise 400 km of range in just five minutes. BYD first talked up 4,000 of these units, then upped the target to 15,000 through partnerships, though it still hasn’t shared a firm build-out timeline. Peak power looks dazzling on paper, but hardware costs and network density will decide who wins daily traffic.
Meanwhile, another promising EV company, Li Auto (LI - Free Report) is also making efforts to scale. As of May 2025 end, Li Auto operated 2,414 super-charging sites (13,195 stalls). It is targeting more than 4,000 stations live by year-end. Li Auto is focusing on highway access and aims to blanket 90% of China’s main routes by 2025.
Now, Tesla’s V4 rollout indeed trails BYD in headline power yet beats it on installed base and cost efficiency. And while li Auto excels at highway coverage, Tesla’s 11,000-plus stalls in China—and open access for rival EVs—give it a broader moat if it can keep pace on expansion.
TSLA’s Price Performance, Valuation and Estimates
Shares of Tesla have lost around 21% year to date compared with the industry’s decline of 19%.
Image Source: Zacks Investment Research
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 9.71, way above the industry. It carries a Value Score of F.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for TSLA’s earnings has been revised over the past 60 days.
Image Source: Zacks Investment Research
Tesla stock currently carries a Zacks Rank #5 (Strong Sell).
Image: Bigstock
Tesla's V4 Chargers Hit China: Can They Outrun Fierce Competition?
Key Takeaways
Electric vehicle (EV) giant Tesla (TSLA - Free Report) just launched its first batch of V4 Superchargers in China — the world’s largest EV market. These chargers offer faster charging speed, with compatible EVs achieving 168-200 miles of range in 15 minutes. The V4 Superchargers deliver peak charge rates up to 325 kW, higher than 250 kW offered by Tesla’s V3 Superchargers.
Additionally, the V4 chargers promise broader access. They would not just power Tesla vehicles, but also electric cars from other brands in China. These V4 Superchargers have been initially rolled out in Shanghai, Chongqing, Gansu, and Zhejiang provinces. Tesla plans to expand the deployment of these chargers to Beijing, Guangdong province, along with other Chinese localities, but there is no set deadline for the same yet.
Tesla’s Shanghai factory has begun manufacturing V4 chargers, so expansion wouldn’t be much of an issue. Plus, thanks to the design of the chargers and economies of scale, installation costs are low (each V4 station costing less than $40,000).
Tesla already has more than 11,000 charging stalls in China, and with the rollout of V4 chargers, it is strengthening its charging infrastructure in the country. With the V4 Supercharger available to third-party EVs, it could also evolve into a default public charging solution.
Worldwide, Tesla has more than 70,000 Superchargers, making it the largest EV charging network globally. This leadership has made its charging connector the go-to choice for many EV makers in North America and Europe.
Charging Wars: How Tesla’s Rivals Stack Up in China
The timing of this V4 Supercharger launch in China is interesting as competition is heating up in the country’s charging corridor.
China’s BYD Co Ltd (BYDDY - Free Report) is making the loudest entrance, touting “megawatt” chargers that promise 400 km of range in just five minutes. BYD first talked up 4,000 of these units, then upped the target to 15,000 through partnerships, though it still hasn’t shared a firm build-out timeline. Peak power looks dazzling on paper, but hardware costs and network density will decide who wins daily traffic.
Meanwhile, another promising EV company, Li Auto (LI - Free Report) is also making efforts to scale. As of May 2025 end, Li Auto operated 2,414 super-charging sites (13,195 stalls). It is targeting more than 4,000 stations live by year-end. Li Auto is focusing on highway access and aims to blanket 90% of China’s main routes by 2025.
Now, Tesla’s V4 rollout indeed trails BYD in headline power yet beats it on installed base and cost efficiency. And while li Auto excels at highway coverage, Tesla’s 11,000-plus stalls in China—and open access for rival EVs—give it a broader moat if it can keep pace on expansion.
TSLA’s Price Performance, Valuation and Estimates
Shares of Tesla have lost around 21% year to date compared with the industry’s decline of 19%.
From a valuation standpoint, TSLA trades at a forward price-to-sales ratio of 9.71, way above the industry. It carries a Value Score of F.
See how the Zacks Consensus Estimate for TSLA’s earnings has been revised over the past 60 days.
Tesla stock currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here