Q4 NEV Delivery Targets Analysis
$XPeng (XPEV.US)$ $Li Auto (LI.US)$ $NIO Inc (NIO.US)$ In order to reach delivery guidance for Q4,
1. Nio needs to deliver additional 11,425 more vehicles or 55.52%more than November. (55% more, Challenging)
2. XPeng needs to deliver additional 3,105 more vehicles or 10.05% more than November. (10% more, Likely)
3. Li needs to deliver additional 16,260 more vehicles or 33.36% more than November. (33.36% more, Possible)
Out of the three, XPeng is most likely to hit Q4 guidance target. Li has delivered higher numbers before, so it is possible to do so. Nio needs to get ONVO to deliver above 10K for any possibility to meet target.
1. Nio needs to deliver additional 11,425 more vehicles or 55.52%more than November. (55% more, Challenging)
2. XPeng needs to deliver additional 3,105 more vehicles or 10.05% more than November. (10% more, Likely)
3. Li needs to deliver additional 16,260 more vehicles or 33.36% more than November. (33.36% more, Possible)
Out of the three, XPeng is most likely to hit Q4 guidance target. Li has delivered higher numbers before, so it is possible to do so. Nio needs to get ONVO to deliver above 10K for any possibility to meet target.
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Value investing, looking at mid term returns. Interest mainly in Tech sectors.
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Dragon Fish : How can Nio deliver above 30k unless Nio model sales pick up again to above 20k? With capacity constraints it is unlikely to achieve that. Unless Nio has a lot of unsold stocks on hand. If the sales team can work extra hard maybe it is achievable. Nio offers very good freebies to attract more sales in Dec. Loss also nevermind. Face is very important now.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
TWeiT OP Dragon Fish : Nio’s ONVO L60 has a wait time of 8-10 weeks, a backlog of orders easily more than 10K, they need to bring the supply chain up to speed.
Cui Nyonya Kueh : Also if Onvo cannot hit 10k Ai needs to resign![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")