Tesla Rivals Li Auto, XPeng Clock Record September Deliveries, End Q3 On A Strong Note
Tesla Rivals Li Auto, XPeng Clock Record September Deliveries, End Q3 On A Strong Note
"With the penetration rate of new energy vehicles surpassing 50%, the dominance of leading brands has become more pronounced. Since the beginning of the third quarter, the top three brands have captured over 50% of RMB200,000 and above NEV market," Chinese electric vehicle startups $Li Auto (LI.US)$ and $XPeng (XPEV.US)$ reported September deliveries, registering gains on both year-over-year and month-over-month basis. The report comes a day ahead of bigger rival $Tesla (TSLA.US)$ is set to announce its global deliveries update.
中國的新能源汽車初創企業 $理想汽車 (LI.US)$和頁面。$小鵬汽車 (XPEV.US)$ 報告顯示，9月份交付量同比和環比均實現增長。這份報告發布的前一天，更大的競爭對手 $特斯拉 (TSLA.US)$ 準備公佈其全球交付數據更新。
Li Auto: Beijing-based Li Auto said it sold 53,709 EVs in September and this marked a 48.9% increase from a year ago. On a month-over-month basis, sales climbed 11.61%.
理想汽車：總部位於北京的理想汽車表示，9月銷量爲53709輛新能源汽車，較去年同期增長48.9%。環比增長11.61%。
Third-quarter deliveries totaled 152,831 units compared to the 145,000-155,000-unit the company guided to in late August.
第三季度交付量爲152,831輛，相比公司在八月底指導的145,000-155,000輛。
"With the penetration rate of new energy vehicles surpassing 50%, the dominance of leading brands has become more pronounced. Since the beginning of the third quarter, the top three brands have captured over 50% of RMB200,000 and above NEV market," Xiang Li, chairman and CEO, said in a statement.
「隨着新能源車輛滲透率超過50％，領先品牌的地位變得更加顯著。自第三季度初以來，前三大品牌已佔領了人民幣20萬及以上新能源車市場的50％以上，」董事長兼首席執行官項力在一份聲明中表示。
Li Aiuto said order intake for Li L series and Li MEGA has seen a steady increase, leading to record deliveries in September. The company also expects to achieve the milestone of manufacturing and delivering its one-millionth vehicle in October.
理想汽車表示，Li L系列和Li MEGA的訂單量穩步增長，導致九月交付量創紀錄增長。公司還預計將在十月實現製造並交付第一百萬輛車的里程碑。
XPeng: XPeng delivered 21,352 EVs in September, a 39% year-over-year growth and a 52.12% month-over-month. The company said the first month deliveries of its XPeng Mona M03, an affordable electric sedan launched in late August, topped 10,000 units.
小鵬汽車：小鵬汽車在九月交付了21,352輛電動車，同比增長39％，環比增長52.12％。公司表示，其小鵬Mona M03的首個月交付量突破了1萬台，這是一款實惠的電動轎車，於八月底推出。
For the third quarter, the Guangzhou-based EV maker reported deliveries of 46,533 units, marking a 16% year-over-year increase. This exceeded the company's guidance of 41,000 and 45,000 units.
對於第三季度，總部位於廣州的電動汽車製造商報告交付了46,533輛車，同比增長16％。這超出了公司對41,000至45,000輛的預期。
XPeng said following the successful launch events in Madrid and Lisbon in September, XPENG officially introduced the G9, G6, and P7 models to the Spanish and Portuguese markets.
小鵬汽車表示，在九月的馬德里和里斯本成功舉辦推出活動後，小鵬正式向西班牙和葡萄牙市場推出了G9、G6和P7車型。
Looking ahead, the company expects to unveil XPENG P7+, positioned as an AI-defined car, in October.
展望未來，公司計劃於十月推出定位爲人工智能定義車輛的小鵬P7+。
XPeng said it will showcase its state-of-the-art AI technologies and applications and its new model lineup at the 2024 Paris Motor Show from October 14 to 21.
小鵬汽車表示，將於2024年10月14日至21日在巴黎車展上展示其尖端人工智能技術和應用以及新車型陣容。
Why It's Important: The Chinese EV market has seen intensifying rivalry, with companies undercutting competition and also rolling out new models to cater to different segments of the market. To make matters worse, weakening economic fundamentals hurt demand.
爲什麼重要: 中國的電動車市場競爭日益激烈，公司相互競爭壓低價格，並推出新車型以迎合市場不同領域。更糟糕的是，經濟基本面的疲弱損害了需求。
All this could be a thing of the past as China has shown intent to revitalize the domestic economy by pouring in copious stimuli.
所有這些可能成爲過去，因爲中國已表現出通過大量刺激來振興國內經濟的意圖。
Li Auto's U.S.-listed ADRs closed Monday's session down 0.50% at $25.65, according to Benzinga Pro data. Xpeng ADRs closed down 4.25% at $12.18.
理想汽車的美國上市ADR週一收盤下跌0.50%，報25.65美元，據貝寧扎Pro數據顯示。小鵬汽車ADR收盤下跌4.25%，報12.18美元。
