105349737 : The funds for investment are not in Renminbi, can only buy ASHR and the like.

105349737 : The only weakness of P7+ is Xpeng's delivery capability

105349737 Dragon Fish : I guess it's just a derogatory term for EREV. BEV lovers used to belittle EREV. But many of them, like myself, are changing the belief. I now think EREV is perhaps a truly good option for larger SUVs. So XPeng's transition to EREV for G9 and X9 may be a good switch in strategy.

105349737 : This is well expected. It has nothing to do with undervalued or overvalued. It tracks A50 shares. So the performance of the Chinese stock market decides YINN. Chinese stock market will rise again, but not now. Wait for more policy news after US election next wee.

105349737 : Because Nio's loss has always been bigger than Xpeng's. Xpeng has shown signs of much narrowed loss and is on track for break-even next year. So far, no sign for Nio to stop bleeding so badly yet

105349737 Dragon Fish OP : Maybe. It was the best quarter for Nio. However, Xpeng has been seriously discussing cost-cutting and improving operating efficiency since Q1 last year, and has been firmly executing this strategy ever since. While Nio announced similar plans after Q3 last year, their restructuring efforts haven't matched the extent of Xpeng's. It's interesting to see how their bottom lines have improved (or worsened) following record-breaking sales volumes in Q3. For Xpeng, it's almost certain that their losses are dwindling. Nio needs a similar trend to boost investor confidence.