Amiter personal page - To The Moon

Amiter

Amiter

No personal profile

16Follow

6Followers

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07-01

$MINIMAX-WP(00100)$

05-25

$MINIMAX-WP(00100)$ [财迷] [财迷]

05-23

$MINIMAX-WP(00100)$

05-16

$三倍做空半导体ETF-Direxion Daily(SOXS)$ [害羞]

2025-09-09

$比亚迪股份(01211)$

2025-06-09

$比亚迪电子(00285)$

2024-02-21

[微笑]

2023-10-26

[捂脸] [捂脸] [捂脸] [喷血] [喷血] [喷血]

2023-06-21

$小米集团-W(01810)$

2023-06-15

$AMC院线(AMC)$ ,[微笑]

2022-11-02

[微笑]

@Daily_Discussion:🚀[REWARDS]Share your strategy for making money on the market！（1 Nov)

2022-10-14

[笑哭]

@海银控股Hywin_Wealth:美聯儲再次加息落地，美股投資價值幾何？

2022-09-22

[微笑] [微笑]

Sorry, the original content has been removed

2022-09-22

[微笑]

Is the G9 a lifeline for XPeng?

2021-05-16

$Altimeter Growth Corp.(AGC)$pls upupup

Go to Tiger App to see more news

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your strategy for making money on the market！（1 Nov)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","text":"Hi, Tigers!Welcome to Daily Discussion ! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given100 Tiger Coins according to the quality & original of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","images":[{"img":"https://community-static.tradeup.com/news/7c5fe8e22e49935d65c1d60841658296","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/316d8af9f453552dd408b9549276ac36","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7caf370a5ebea17f35c6439577f7eebd","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985050736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980874669,"gmtCreate":1665709457751,"gmtModify":1676537652470,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"[笑哭]","listText":"[笑哭]","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980874669","repostId":"666930565","repostType":1,"repost":{"id":666930565,"gmtCreate":1665367288360,"gmtModify":1676537594058,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股Hywin_Wealth","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101854786458470","idStr":"4101854786458470"},"themes":[],"title":"美聯儲再次加息落地，美股投資價值幾何？","htmlText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","listText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","text":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1. 關注@海銀控股 老虎號；2. 在本帖評論區分享您的觀點，留言轉發並添加股票$海銀控股(HYW)$ 歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑] [微笑] [微笑] @陳達美股投資 @不二說價值","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666930565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418414,"gmtCreate":1663841895538,"gmtModify":1676537347841,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418414","repostId":"1118501771","repostType":4,"isVote":1,"tweetType":1,"viewCount":4208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418694,"gmtCreate":1663841863618,"gmtModify":1676537347831,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418694","repostId":"1144339273","repostType":4,"repost":{"id":"1144339273","kind":"news","pubTimestamp":1663838372,"share":"https://ttm.financial/m/news/1144339273?lang=en_US&edition=fundamental","pubTime":"2022-09-22 17:19","market":"us","language":"zh","title":"Is the G9 a lifeline for XPeng?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144339273","media":"华尔街见闻","summary":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21, XPeng' flagship SUV G9 arrived late after nearly a year of hype, kicking off with a lively \"Spring Festival Gala\".</p><p>The G9 is XPeng' flagship product for entering the high-end market. Its configuration is full of highlights, including ultra-fast charging of 10%-80% in just 15 minutes. A driving experience comparable to the Cayenne; The upgraded intelligent driving system is the industry's first full-scenario X-NGP, which integrates previous separate functions such as parking, highway or city driving into one, and does not rely on high-precision maps.</p><p>XPeng Motor CEO He Xiaopeng stated that the G9 will be launched in six versions, starting at 309,900 yuan. Excluding the commemorative version and optional features, the highest price is 449,900 yuan, giving it a price advantage over competing models such as the Li Auto L9 MAX (459,800 yuan) and the Nio ES6 (384,000-444,000 yuan).</p><p>This pricing seems to reveal He Xiaopeng's helplessness in finding it difficult to break into the high-end luxury market at this time, and his confidence is not that strong.</p><p>In August, XPeng deliveries fell below the \"passing threshold\" of 10,000 units to 9,578 units, a year-on-year increase of 33%, but a decrease of 1,946 units, or 16.9%, compared to the previous month. The second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared to Q1, putting the brakes on sales growth.</p><p>Furthermore, XPeng' Q3 delivery guidance dropped rather than increased, to only 29,000-31,000 vehicles, far lower than the market's previous estimate of 45,900 vehicles, which, like Li Auto, caused a major setback.</p><p>Furthermore, XPeng, which has always touted itself as exchanging profits for scale, has failed to significantly increase its scale, and its losses have even widened.</p><p>In the second quarter, XPeng' gross profit margin declined by 1.3 percentage points quarter-on-quarter to 10.9%; Among them, the gross profit margin of vehicles declined by 1.3 percentage points month-on-month, falling below 10% to 9.1%. Furthermore, the losses widened again, with a net loss of 2.7 billion yuan in Q2, 1 billion yuan more than in the first quarter.</p><p>Investors' patience is gradually wearing thin. XPeng Motors' stock price has been declining since its all-time high of HK$220 at the end of last year. On September 22, after the release of the G9, it was halved to HK$53.9 per share at the close, a drop of 11.57% that day. Its total market capitalization also fell below HK$100 billion to HK$92.8 billion for the first time, evaporating by more than HK$200 billion from the highest point.</p><p>The test facing XPeng has risen to the level of survival. In He Xiaopeng's eyes, the G9, which is considered the \"best SUV under 500,000 yuan\" and \"replacing Porsche as a new benchmark,\" is the key to its success.</p><p>He Xiaopeng hopes that the G9 can achieve relatively high sales volume while repairing the product structure to help improve the overall gross profit margin. He confidently declared, \"I believe the G9 will surpass the scale of the Audi Q5 next year, achieving monthly sales of 10,000 units.\"</p><p>According to XPeng' annual target at the beginning of the year to guarantee 250,000 units and reach 300,000 units, the G9 needs to contribute 14%, which means that after the G9 starts deliveries in October, the average shipment speed in the fourth quarter should reach 11,000 units per month.</p><p>XPeng has always been the most cost-effective of the three brands, but this has resulted in its low selling price, low gross profit margin, and the most severe losses among the three because of its very high sales costs.</p><p>Currently, it appears that the G9 is still continuing its previous strategy, focusing on cost-effectiveness and volume.</p><p>However, although the G9 is cheaper than its competitors, it is still the most expensive product in XPeng at present; Furthermore, in this range, the G9's competitors are not only Nio and Li Auto, but also many other stronger rivals, such as Huawei's Wenjie M5 EV, which was just launched in early September, and the Avita 11, which will be delivered in December.</p><p>In an era of sluggish growth and fierce competition among emerging players, it will not be easy for XPeng to reverse its decline through the G9. The question facing all new forces, including XPeng, is one of life and death. It's cruel, but that's the reality.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the G9 a lifeline for XPeng?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the G9 a lifeline for XPeng?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-09-22 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21, XPeng' flagship SUV G9 arrived late after nearly a year of hype, kicking off with a lively \"Spring Festival Gala\".</p><p>The G9 is XPeng' flagship product for entering the high-end market. Its configuration is full of highlights, including ultra-fast charging of 10%-80% in just 15 minutes. A driving experience comparable to the Cayenne; The upgraded intelligent driving system is the industry's first full-scenario X-NGP, which integrates previous separate functions such as parking, highway or city driving into one, and does not rely on high-precision maps.</p><p>XPeng Motor CEO He Xiaopeng stated that the G9 will be launched in six versions, starting at 309,900 yuan. Excluding the commemorative version and optional features, the highest price is 449,900 yuan, giving it a price advantage over competing models such as the Li Auto L9 MAX (459,800 yuan) and the Nio ES6 (384,000-444,000 yuan).</p><p>This pricing seems to reveal He Xiaopeng's helplessness in finding it difficult to break into the high-end luxury market at this time, and his confidence is not that strong.</p><p>In August, XPeng deliveries fell below the \"passing threshold\" of 10,000 units to 9,578 units, a year-on-year increase of 33%, but a decrease of 1,946 units, or 16.9%, compared to the previous month. The second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared to Q1, putting the brakes on sales growth.</p><p>Furthermore, XPeng' Q3 delivery guidance dropped rather than increased, to only 29,000-31,000 vehicles, far lower than the market's previous estimate of 45,900 vehicles, which, like Li Auto, caused a major setback.</p><p>Furthermore, XPeng, which has always touted itself as exchanging profits for scale, has failed to significantly increase its scale, and its losses have even widened.</p><p>In the second quarter, XPeng' gross profit margin declined by 1.3 percentage points quarter-on-quarter to 10.9%; Among them, the gross profit margin of vehicles declined by 1.3 percentage points month-on-month, falling below 10% to 9.1%. Furthermore, the losses widened again, with a net loss of 2.7 billion yuan in Q2, 1 billion yuan more than in the first quarter.</p><p>Investors' patience is gradually wearing thin. XPeng Motors' stock price has been declining since its all-time high of HK$220 at the end of last year. On September 22, after the release of the G9, it was halved to HK$53.9 per share at the close, a drop of 11.57% that day. Its total market capitalization also fell below HK$100 billion to HK$92.8 billion for the first time, evaporating by more than HK$200 billion from the highest point.</p><p>The test facing XPeng has risen to the level of survival. In He Xiaopeng's eyes, the G9, which is considered the \"best SUV under 500,000 yuan\" and \"replacing Porsche as a new benchmark,\" is the key to its success.</p><p>He Xiaopeng hopes that the G9 can achieve relatively high sales volume while repairing the product structure to help improve the overall gross profit margin. He confidently declared, \"I believe the G9 will surpass the scale of the Audi Q5 next year, achieving monthly sales of 10,000 units.\"</p><p>According to XPeng' annual target at the beginning of the year to guarantee 250,000 units and reach 300,000 units, the G9 needs to contribute 14%, which means that after the G9 starts deliveries in October, the average shipment speed in the fourth quarter should reach 11,000 units per month.</p><p>XPeng has always been the most cost-effective of the three brands, but this has resulted in its low selling price, low gross profit margin, and the most severe losses among the three because of its very high sales costs.</p><p>Currently, it appears that the G9 is still continuing its previous strategy, focusing on cost-effectiveness and volume.</p><p>However, although the G9 is cheaper than its competitors, it is still the most expensive product in XPeng at present; Furthermore, in this range, the G9's competitors are not only Nio and Li Auto, but also many other stronger rivals, such as Huawei's Wenjie M5 EV, which was just launched in early September, and the Avita 11, which will be delivered in December.</p><p>In an era of sluggish growth and fierce competition among emerging players, it will not be easy for XPeng to reverse its decline through the G9. The question facing all new forces, including XPeng, is one of life and death. It's cruel, but that's the reality.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670939\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"https://wallstreetcn.com/articles/3670939","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144339273","content_text":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":4732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192356727,"gmtCreate":1621150610369,"gmtModify":1704353419832,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","text":"$Altimeter Growth Corp.(AGC)$pls 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