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2023-08-01

After Volkswagen Invests XPEV, EV Industry Enters Into Intelligent Competition

$Volkswagen AG(VWAGY)$ , an old car company, invested 700 million dollars in $XPeng Inc.(XPEV)$ , a new force of Chinese automotive industry, which triggered heated discussions in the industry and also marked that the competition between new-energy vehicles has entered a new stage.As the industry with the strongest growth potential in recent years, China's new energy vehicle market has formed a trend of "two super and multiple strong" after fierce competition.Under the leadership of $BYD Co., Ltd.(BYDDY)$ and $Tesla Motors(TSLA)$ 's "dual superpowers", traditional car companies and new car manufacturing forces have tak
After Volkswagen Invests XPEV, EV Industry Enters Into Intelligent Competition
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2023-08-28

Chengdu Auto Show:AITO, NIO or BMW? Who will cross the Rubicon River?

Nowadays, the official data released is getting fewer and fewer, and the morning of the first day of Media Day is slightly deserted. In the afternoon, ordinary audiences are gradually entering, and the crowd is still surging. But looking over the entire first weekend, it wasn't even as exciting as the Chengdu Auto Show that was cut off last year, and even the scalpers at the entrance were a bit disappointed.  In the entire joint venture car industry segment, there are only two booths worth visiting: one is the Ford Beyond that showcases Bronco and Ranger (strictly not a joint venture), and the other is the Hyundai that released the performance car Elantra N (which is actually an imported car). In every car show these years, we have been talking about the increasing volume of the
Chengdu Auto Show:AITO, NIO or BMW? Who will cross the Rubicon River?
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2023-07-20

50 Core points of $TSLA's Business & Forecasts Mentioned in the Conference Call

Key points from $Tesla Motors(TSLA)$ ‘s Q2 Earnings conference call.Musk said that even with a slight drop in production capacity this year, $Tesla Motors(TSLA)$ will still meet its delivery target of 1.8 million.The most Musk-style sentence is that the demand for Cybertruck is too great, and you can’t even see where the demand boundary is.And, Tesla said it is negotiating with an auto giant to authorize its Fully Self-Driving (FSD) driver assistance technology, and allow current FSD users to transfer their qualifications to a new car in Q3.Below are 50 points related to Q2 earnings, fully self-driving technology development , Dojo supercomputer, Humanoid Robot Optimus, Cybertruck, Supercharger Business,T
50 Core points of $TSLA's Business & Forecasts Mentioned in the Conference Call
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2023-11-15

Xpeng Q3: Huge loss doesn't matter? It's all about sales!

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ has just released its third quarter report, revealing a slight miss on revenue expectations and a record-breaking loss, causing its pre-market stock price to plummet by nearly 4%.Special commend: How to achieve an 8%* annualized yield on your Tiger Vault Fund?Specifically, Xpeng's revenue in the third quarter was 8.53 billion yuan, an increase of 25% year-on-year, but slightly less than the 8.58 billion yuan expected by analysts:Revenue growth is within market expectations, because Xpeng announces sales every month, although less than market expectations, but the range is not large. Therefore, the r
Xpeng Q3: Huge loss doesn't matter? It's all about sales!
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2023-11-02

BYD may surpass Tesla to become the new king of BEV in 2023

$Tesla Motors(TSLA)$ and Buffett-backed Chinese company $BYD Co., Ltd.(BYDDY)$ are the world's largest makers of electric vehicles, and the two companies are increasingly competing directly in China and many parts of the world.In the field of electric vehicles, start-ups such as $NIO Inc.(NIO)$, $Li Auto(LI)$ , $XPeng Inc.(XPEV)$, $Rivian Automotive, Inc.(RIVN)$ and $Lucid Group Inc(LCID)$ have attracted a lot of attention. However, the electric vehicle strategies of traditional automakers such a
BYD may surpass Tesla to become the new king of BEV in 2023
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2023-11-28

$Tesla’s first Cybertruck appeared in San Diego, Watch TSLA This Week

$Tesla Motors(TSLA)$ ’s first Cybertruck has appeared and been put on display at the SoCal showroom at UTC Mall in San Diego, California.Cybertruck has arrived at Tesla's California store, and new car delivery events will be held at the Texas GigafactoryOne X-platform netizen also saw the real truck in Boston.According to the news, the new truck is about 5.67 meters long, 2.03 meters wide, about 1.79 meters high, with a wheelbase of about 3.63 meters. The dual-motor version weighs about 3028 kilograms, and the three-motor version weighs about 3128 kilograms.Tesla CEO Elon Musk said on a podcast on October 31 that Tesla’s goal is to produce 200,000 electric pickup Cybertrucks per year.Does this Cybertruck entice you?
$Tesla’s first Cybertruck appeared in San Diego, Watch TSLA This Week
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03-19

Earnings Digest | XPeng has no future!

Just now, $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ released its fourth-quarter report, and the stock price rose over 3% in the pre-market.The strong trend made people mistakenly believe that the financial report was amazing, but after careful examination, there was not a single bit of optimistic information besides the reduction in losses.Specifically, XPeng's fourth-quarter revenue reached 13.05 billion yuan, a year-on-year increase of 153.9%.The surge in revenue was mainly driven by sales, with 60,792 vehicles delivered in the fourth quarter, an increase of 173.8% compared to the same period in 2022.However, the revenue per vehicle in the fourth quarter was 203,000 yuan, a decrease of 3.3% compared to the s
Earnings Digest | XPeng has no future!
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2023-08-28

Chengdu Auto Show:Who will cross the Rubicon River?AITO, NIO or BMW?

Nowadays, the official data released is getting fewer and fewer, and the morning of the first day of Media Day is slightly deserted. In the afternoon, ordinary audiences are gradually entering, and the crowd is still surging. But looking over the entire first weekend, it wasn't even as exciting as the Chengdu Auto Show that was cut off last year, and even the scalpers at the entrance were a bit disappointed. In the entire joint venture car industry segment, there are only two booths worth visiting: one is the Ford Beyond that showcases Bronco and Ranger (strictly not a joint venture), and the other is the Hyundai that released the performance car Elantra N (which is actually an imported car). In every car show these years, we have been talking about the increasing volume of the domes
Chengdu Auto Show:Who will cross the Rubicon River?AITO, NIO or BMW?
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2023-10-25

XPeng Jumps After Tech Day! Highlights of its Revolutionizing EVs

$XPeng Inc.(XPEV)$ jumps 10% after its Tech Day 2023 unveiled groundbreaking advancements in electric vehicles and related technologies.The event showcased the X9 multi-purpose vehicle (MPV) with rear-wheel steering, XNGP autonomous driving technology expanding to 50 cities, and the AI Valet Driver, enabling autonomous city driving along learned routes.XPeng introduced the X9, the world's sole MPV with standard rear-wheel steering, features integrated aluminum body die-casting technology and XNGP, an advanced autonomous ADAS feature.XPeng's eVTOL affiliate AeroHT presented two groundbreaking flying car innovations. The first is a passenger EV with a foldable flight system, enabling vertical take-off—a true "flying car." The second is an EV with 6×
XPeng Jumps After Tech Day! Highlights of its Revolutionizing EVs
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2023-12-01

Selling the News? 4 Reasons Why Tesla Slumps After Cybertruck Delivery Day

Happy delivery day for Cybertruck $Tesla Motors(TSLA)$ Elon said I might fail to deliver on my promises on time but I always delivered. Youtube: Elon Musk unveils the Tesla CybertruckThe Cybertruck was finally released 4 years late, but $Tesla Motors(TSLA)$ stock price fell instead. What happened?At the Cybertruck delivery ceremony, Elon started by emphasizing the durability of this electric pickup truck. The stainless steel body will not corrode but can still be mass-produced.However, the 50% surge in car prices disappointed many investors, and the $Tesla Motors(TSLA)$ stock price fell af
Selling the News? 4 Reasons Why Tesla Slumps After Cybertruck Delivery Day
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09-02

August EV Sales Review: NIO Sales Soar to New Heights!

Major EV manufacturers released their August delivery numbers yesterday, and the results were a mixed bag.NIO, XPeng & Li AutoStarting with $NIO Inc.(NIO)$ $NIO-SW(09866)$ , they delivered 20,176 units in August, a 4.4% increase year-over-year, marking their fourth consecutive month with over 20,000 units. This is solid for NIO, especially since they haven’t launched any new models recently and are relying on their existing lineup. For a company focusing solely on EV, maintaining monthly sales above 20,000 units is impressive.NIO also celebrated the launch of its new brand, ONVO, which kicked off with a “100 Stores Opening” event. ONVO L60 model will be available in 105 stores across 55 cities and 23
August EV Sales Review: NIO Sales Soar to New Heights!
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10-10

🚗Top 10 Highlights of Tesla's Robotaxi Launch Event

Robotaxi, Humanoid Robots... Will $Tesla Motors(TSLA)$ unveil the much-anticipated robotaxi by Wall Street at this conference? What major updates can we expect for humanoid robots, FSD full self-driving, and new models?As the Tesla Robotaxi Day event on October 10th approaches, the global spotlight once again focuses on the latest technological trends of this electric vehicle giant. Musk previously referred to it as "historic" and potentially "the biggest event in the company's history."On October 7th, Bernstein analysts A.M. (Toni) Sacconaghi, Jr. and Daniel Zhu released a report stating that they expect $Tesla Motors(TSLA)$ to demonstrate a dedicated robotaxi and ride-hailing app during the Robotaxi Day
🚗Top 10 Highlights of Tesla's Robotaxi Launch Event
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2023-12-18

$NIO Announced $2.2 Billion Strategic Equity Investment before 23Dec, NIO Day 2023

$NIO Inc.(NIO)$ Inc. Announces $2.2 Billion Strategic Equity Investment from CYVN.NIO Inc. (NYSE: $NIO Inc.(NIO)$ ; HKEX: $NIO-SW(09866)$ ; SGX: $NIO Inc.(NIO.SI)$ ) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced that it has entered into a share subscription agreement with CYVN Holdings L.L.C (“CYVN Holdings”), through its affiliate CYVN Investments RSC Ltd (the “Investor” or “CYVN”), an investment vehicle based in Abu Dhabi, pursuant to which CYVN will invest an aggregate of US$2.2 billion in cash to su
$NIO Announced $2.2 Billion Strategic Equity Investment before 23Dec, NIO Day 2023
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01-04

Bigger breakthrough for BYD as Tesla delivers record Q4

$Tesla Motors(TSLA)$ delivered a record number of electric vehicles in the fourth quarter of last year, beating market expectations and meeting its 2023 target, but the top electric car maker's spot belongs to China's BYD $BYD Co., Ltd.(BYDDF)$ $BYD COMPANY(01211)$ .Tesla delivered 494,989 electric vehicles between October and December, less than the 526,409 vehicles delivered by Buffett-backed electric car company BYD, mainly in China, suggesting that car buyers are looking for cheaper models in a high-interest economy.While Tesla has delivered 1.8 million vehicles this year, it is still short of CEO Elon Musk's ambitious annual target of 2 million vehicles. T
Bigger breakthrough for BYD as Tesla delivers record Q4
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02-22

Rivian, Lucid's 2024 production targets disappoint as EV demand wanes

$Lucid Group Inc(LCID)$ lost about $377,000 for every vehicle that they delivered in Q4 2023.ImageLucid's annual revenue is $600 million: operating loss is $3.1 billion, 6,001 vehicles deliveredIn 2023, Lucid's revenue dropped 2% to $595 million, with an operating loss of $3.1 billion and a net loss of $2.83 billion.In Q4 2023, revenue was $157 million (down 39%), with an operating loss of $737 million and a net loss of $654 million.Lucid produced 8,428 vehicles in 2023, meeting its guidance, and delivered 6,001 vehicles, a 37% increase over the previous year.For 2024, Lucid aims to produce around 9,000 vehicles.Despite its majority ownership by Saudi Arabia's Publi
Rivian, Lucid's 2024 production targets disappoint as EV demand wanes
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03-04

Are new energy vehicle companies in trouble?

The delivery data of new energy vehicles for February came out, and the situation is not good!Take $BYD Co., Ltd.(BYDDF)$ $BYD COMPANY(01211)$ , the king of new energy vehicles, for example. Sales in February were 122,311 units, a whopping 36.8% drop year-on-year. Considering that February is the Spring Festival holiday, and the Spring Festival in 2023 is in January, therefore, the month-on-month data can't truly reflect business performance. It's more reasonable to look at the January-February situation.Unfortunately, BYD's total sales for January-February this year were 323,800 units, a year-on-year decline of 6.1%.Combined with BYD's recent significant price cuts, it's not difficult to see that the s
Are new energy vehicle companies in trouble?
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2023-11-09

Earnings Digest | Two factors will affect the LI Auto share price

Just now, $Li Auto(LI)$ $LI AUTO-W(02015)$ released its third quarter results, the performance was very excellent!Specifically, revenue in the third quarter was 34.68 billion yuan, a year-on-year surge of 271.2%, exceeding analyst expectations of 33.74 billion yuan:The surge in revenue was mainly due to the booming sales of cars, which sold totaled 105,108 units in the third quarter, a year-on-year increase of 286% :Under the scale effect brought by the increase in sales volume and the decrease in battery costs, the gross profit margin in the third quarter was 22%, an increase of 0.2% from the previous quarter, while the net profit margin was the same as 8.1% in the previous quarter:The net profit margin o
Earnings Digest | Two factors will affect the LI Auto share price
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2023-08-02

July Chinese New Energy Vehicle Sales Review: Great Explosion

Data source: Official data of car companies, By EV_digOn August 1st, various new energy manufacturers announced their delivery data for July. Overall, China's new energy vehicles are experiencing a major explosion.Among them, the monthly sales of $Li Auto(LI)$ passed the 30000 mark again, reaching 34134 vehicles, up 227.5% year on year, leading the new force of car production.The sales of $NIO Inc.(NIO)$ in July were 20462 units, a year-on-year increase of 103.6%. Among them, the new ES6 model achieved a historic breakthrough in monthly sales of over 10000 units.This transcript of $NIO Inc.(NIO)$ has set a historical record, and its stock price has also been reflecte
July Chinese New Energy Vehicle Sales Review: Great Explosion
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01-11

RIVN and FSR share prices could double in 2024

It's not easy to find stocks that can soar or even double in price in just a few months, and many of them lack sustainability. Therefore, a better strategy is to invest in good companies with long-term growth potential and hold them for the long term. To find the doubled growth stocks among them, it's important to choose the right industry. For example, the electric vehicle industry, which is currently experiencing rapid growth, especially those electric vehicle stocks that have seen a significant decline in their stock prices. But as long as the catalysts are in place, their stock prices can soar.In 2024, the prices of two electric vehicle stocks, $Rivian Automotive, Inc.(RIVN)$ and $Fisker Inc.(FSR)$, ar
RIVN and FSR share prices could double in 2024
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01-23

Morgan Stanley cuts price target on Tesla ahead of 4Q report

Morgan Stanley reiterated an Overweight rating on “Top Pick” Tesla $Tesla Motors(TSLA)$ and cut their 12-month price target on the electric auto stock to $345.00 (From $380.00) ahead of the company’s 4Q earnings report, expected to be released on January 24th.Overall, Tesla is now expected to round out its fiscal 2023 with annual earnings down -22% to $3.16 a share versus $4.07 per share in 2022. However, FY24 EPS is forecasted to rebound and jump 21% to $3.82 per share. Optimistically, total sales are anticipated to have climbed 20% in FY23 and are projected to expand another 20% this year to $117.47 billion.Zacks Investment Research“Global EV momentum is stalling. The market is over-supplied vs. demand.” Wrote analysts at Morgan Stanley in a not
Morgan Stanley cuts price target on Tesla ahead of 4Q report

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