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The number of NEV makers in China will drop to eight by 2030 amid intensifying market competition, said He Xiaopeng, founder of Xpeng Motors.
Or something else?
$BYD COMPANY(01211.HK$ $BYD Company Limited(002594.SZ$ $NIO Inc(NIO.US$ $NIO-SW(09866.HK$ $NIO Inc. USD OV(NIO.SG$ $XPENG-W(09868.HK$ $GEELY AUTO(00175.HK$ $GEELY AUTOMOBILE H(GELYY.US$ $Tesla(TSLA.US$ $VOLKSWAGEN A G(VWAGY.US$ $BAYER MOTOREN WERK(BMWYY.US$
Or something else?
$BYD COMPANY(01211.HK$ $BYD Company Limited(002594.SZ$ $NIO Inc(NIO.US$ $NIO-SW(09866.HK$ $NIO Inc. USD OV(NIO.SG$ $XPENG-W(09868.HK$ $GEELY AUTO(00175.HK$ $GEELY AUTOMOBILE H(GELYY.US$ $Tesla(TSLA.US$ $VOLKSWAGEN A G(VWAGY.US$ $BAYER MOTOREN WERK(BMWYY.US$
71557378
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Perhaps the most anticipated Q1'23 results of them all.
$Tesla(TSLA.US$ released its latest results, and it does not look good upfront.
But behind the numbers, perhaps, Tesla is weighing in on a longer-term game plan.
Here are my observations
1. Higher revenue, but deteriorating gross margins
Overall revenue is higher by +24% YoY, but down by -4% QoQ.
As Tesla sought to continue its price cuts, it comes with no surprise that the gross margins will be aff...
$Tesla(TSLA.US$ released its latest results, and it does not look good upfront.
But behind the numbers, perhaps, Tesla is weighing in on a longer-term game plan.
Here are my observations
1. Higher revenue, but deteriorating gross margins
Overall revenue is higher by +24% YoY, but down by -4% QoQ.
As Tesla sought to continue its price cuts, it comes with no surprise that the gross margins will be aff...
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$XPeng(XPEV.US$
In high hopes of a turnaround for the Chinese electric vehicle maker, the company's latest earnings fell short.
Bad:
- Total vehicle deliveries of 22,204 (down 46.8% YOY)
- Gross margin of 8.7% (vs 12% in 4Q21)
- Net loss per share of $0.20 (vs $0.12 in 4Q21)
Good:
- Expansion of self-operated charging station network to 1,014 stations
- Launch of the new P7i Sports Sedan
Management Discussion:
"We have comprehensively reviewed our strategy an...
In high hopes of a turnaround for the Chinese electric vehicle maker, the company's latest earnings fell short.
Bad:
- Total vehicle deliveries of 22,204 (down 46.8% YOY)
- Gross margin of 8.7% (vs 12% in 4Q21)
- Net loss per share of $0.20 (vs $0.12 in 4Q21)
Good:
- Expansion of self-operated charging station network to 1,014 stations
- Launch of the new P7i Sports Sedan
Management Discussion:
"We have comprehensively reviewed our strategy an...
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April 3 -- Nio will not participate in the price war waging in the world's largest car market, and Tesla has no power to define the price of autos in China, according to the chairman and chief executive of the Chinese new energy vehicle startup.
Blindly cutting prices will form a vicious competition in China's auto industry, Li Bin said at an industry conference recently. Nio's gross profit margin is too low fo...
Blindly cutting prices will form a vicious competition in China's auto industry, Li Bin said at an industry conference recently. Nio's gross profit margin is too low fo...
71557378
commented on
$XPeng(XPEV.US$ the Bid volume is unreal. someone nail the bottom again. sell low buy high!
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$XPeng(XPEV.US$ $XPENG-W(09868.HK$ released its Q4'22 and FY'22 results.
In my opinion, the results were unconvincing, and forecasts weren't that upbeat.
Despite that, share prices rallied.
Here's why I think so
1. Lower deliveries for 2 consecutive quarters
In a period where grabbing market share is important, total deliveries play an important role.
As for XPeng's deliveries, they have been on a 2 consecutive slidedown....
In my opinion, the results were unconvincing, and forecasts weren't that upbeat.
Despite that, share prices rallied.
Here's why I think so
1. Lower deliveries for 2 consecutive quarters
In a period where grabbing market share is important, total deliveries play an important role.
As for XPeng's deliveries, they have been on a 2 consecutive slidedown....
1
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Recently, major institutions filed 13F reports with the U.S. Securities and Exchange Commission (SEC), disclosing their holdings and the size of their positions in U.S. stocks during the fourth quarter.
It is worth noting that large Wall Street private equity funds are buying Chinese stocks on a large scale, and the allocation strategy for Chinese stocks has gradually shifted from [underweight] to [Neutral]!
Michael ...
It is worth noting that large Wall Street private equity funds are buying Chinese stocks on a large scale, and the allocation strategy for Chinese stocks has gradually shifted from [underweight] to [Neutral]!
Michael ...
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Southbound funds $Core Assets of North Bound Fund(LIST1305.HK$ bought 1.33 billion Hong Kong shares on Friday.
$LI AUTO-W(02015.HK$, $XPENG-W(09868.HK$ and $MEITUAN-W(03690.HK$ received net purchases of HK $401 million, HK $345 million and HK $325 million respectively.
The shares of $XIAOMI-W(01810.HK$ and $BYD COMPANY(01211.HK$ were sold for HK $250 million and HK $117 million respectively.
Note: Southbound fund...
$LI AUTO-W(02015.HK$, $XPENG-W(09868.HK$ and $MEITUAN-W(03690.HK$ received net purchases of HK $401 million, HK $345 million and HK $325 million respectively.
The shares of $XIAOMI-W(01810.HK$ and $BYD COMPANY(01211.HK$ were sold for HK $250 million and HK $117 million respectively.
Note: Southbound fund...
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$XPeng(XPEV.US$
Refreshed P7i launched in China with 702 km cruising range.
Refreshed Xpeng P7i launched in China with 702km cruising range
$S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Tesla(TSLA.US$ $BYD COMPANY(01211.HK$ $BYD Co.(BYDDF.US$ $NIO Inc(NIO.US$ $Li Auto(LI.US$ $AEM SGD(AWX.SG$ $Geo Energy Res(RE4.SG$ $Golden Energy(AUE.SG$ $Rex Intl(5WH.SG$ $RH PetroGas(T13.SG$
Refreshed P7i launched in China with 702 km cruising range.
Refreshed Xpeng P7i launched in China with 702km cruising range
$S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Tesla(TSLA.US$ $BYD COMPANY(01211.HK$ $BYD Co.(BYDDF.US$ $NIO Inc(NIO.US$ $Li Auto(LI.US$ $AEM SGD(AWX.SG$ $Geo Energy Res(RE4.SG$ $Golden Energy(AUE.SG$ $Rex Intl(5WH.SG$ $RH PetroGas(T13.SG$
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