$XPENG-W (09868.HK)$ He Xiao Peng announced that MONA will be delivering its 50,000th car in the coming week about a week after revealing that it had delivered 40,000th M03 on 16 Dec. MONA has also received accolades for one of the cars of the year in China. Production capacity seems to have ramped up successfully for MONA at 4K/week. P7+ is also ramping faster due to the battery supplier’s increased production. Likely to top the delivery guidance for Q4 at the hig...
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$XPeng (XPEV.US)$ He Xiao Peng revealed in MONA Q&A that 40,000 MONA M03 has been delivered and currently weekly production is 4K/week, that is more than 16K/month. The waiting time has been shortened to 7-11 weeks due to the improved production cycle. Looks like XPeng will hit the guidance of 87K-91K easily now.
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$XPeng (XPEV.US)$ Delighted to see Xpeng go above USD14 due to Central Government’s “more proactive fiscal policy and step up "unconventional" counter-cyclical adjustments”, however, as always it lacks details as in the previous announcement by its central bank. We will have to wait till 2025 to see what they will do exactly to boost the economy especially its November CPI rose less than expected at 0.2% vs 0.5% expected. That’s the macro ou...
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$XPeng (XPEV.US)$ XPeng registered 9400 vehicles in China for last week. New record high, if this trend continues, it will deliver 40K vehicles for December!
China EV insurance registrations for week ending Dec 1: Nio 4,100, Tesla 18,700, Xiaomi 6,300, BYD 97,800
China EV insurance registrations for week ending Dec 1: Nio 4,100, Tesla 18,700, Xiaomi 6,300, BYD 97,800
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$XPeng (XPEV.US)$ $Li Auto (LI.US)$ $NIO Inc (NIO.US)$ 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 g...
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 g...
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$XPeng (XPEV.US)$ X9 “ 8 seater” version launched = X9 launched upgradable massage chair option for front passenger seat for both existing and new X9 owners. Record monthly delivery for XPeng at 30,895 on track to achieve 87K-91K delivery for Q4. He Xiao Peng is truly an Engineering guy, no exaggeration, just work hard to deliver. 👍🏻 XPeng is entering the positive cycle as mentioned by He.
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$XPeng (XPEV.US)$ Production capacity for MONA has been ramped up and XPeng has delivered 30000 M03 since launch. Monthly capacity has exceeded 10,000 for MONA. M03 and P7+ are in the top 3 selling BEV sedan last week.
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$XPENG-W (09868.HK)$ Xpeng delivered another record week of 7200 registrations, an increased of 900 from previous week of 6300. These numbers exclude exported vehicles. Looks like they are on track to deliver 90000 for Q4. The numbers will continue to climb as production now is ramping up for MONA and P7+.
China EV insurance registrations for week ending Nov 24: Nio 4,000, Tesla 16,700, Xiaomi 4,600, BYD 95,900
China EV insurance registrations for week ending Nov 24: Nio 4,000, Tesla 16,700, Xiaomi 4,600, BYD 95,900
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$XPeng (XPEV.US)$ X9 reached 20,000 delivered since Jan 2024. X9 is also available in right hand drive for exporting to places like Hong Kong, Singapore.
P.S. M03 and P7+ already on 3 shifts to meet demands before Chinese New Year.
P.S. M03 and P7+ already on 3 shifts to meet demands before Chinese New Year.
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$XPeng (XPEV.US)$ Dec will officially launch and announce final price for flying car from AeroHT, confirmed pre-orders are already more than 2000.
Jan MONA M03 Max, Q1 likely new SUV code name F068. Wondering if F068 can be another hot selling model? MONA for new and young owners, a sporty sedan. P7+ family friendly luxury sedan. Now probably need a revamped G6/G9 or new SUV for the adventurous SUV segment.
Jan MONA M03 Max, Q1 likely new SUV code name F068. Wondering if F068 can be another hot selling model? MONA for new and young owners, a sporty sedan. P7+ family friendly luxury sedan. Now probably need a revamped G6/G9 or new SUV for the adventurous SUV segment.
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