To The Moon

$Li Auto(LI)$ The 2022 third-quarter performance report will be announced. The market expects revenue to be 9.598 billion yuan, an increase of 23.44% year-on-year; adjusted net loss of 930 million yuan: adjusted net loss per ADS of 0.748 yuan.

Looking back at Li Auto’s deliveries of 10,422, 4,571, and 11,531 vehicles from July to September, the decline in deliveries in August was mainly due to the periodic slump in sales due to the transition of old and new models. In September, the first full month of delivery, L9 delivered 10,123 vehicles, making it the first Chinese brand car with a monthly delivery volume of more than 10,000 and a price of more than 400,000.

The forecast data above shows that the demand for new energy electric vehicle SUV models is huge. The reason why domestic new energy vehicle SUV models sell well is that domestic roads still involve too many rural areas, so the demand for SUVs is very potential. High, in addition to the 1,100-kilometer driving distance of the Li Auto L9 model, the body is huge, and the new energy electric vehicle SUV seems to be relatively cost-effective for Li Auto, and the 400,000 yuan domestic brand new energy car is only Li Auto. So I think the main reason why Ideal Auto has the largest number of vehicles delivered among domestic brands.

In addition to the decline of ideal cars from July to September, I think that the replacement of new and old models will also affect sales. The old models should be sold at a reduced price, and all the old ideal models should be sold as much as possible, and then a new version of L9 should be announced Models are the correct business strategy, and the above are my personal suggestions. As for investing in the stocks of Li Li Auto, I think short-term investment can still be considered, and short-term investment is not suitable. Since the performance of Chinese concept stocks will be greatly volatile due to external factors, I suggest that short-term investment is more appropriate. The current US stock price is 24.1 The U.S. dollar has fallen by 97.93% from its historical high of 47.7 yuan. Therefore, short-term investment is a relatively stable strategy. You can consider pulling back to 16 yuan to buy, and 25 yuan to leave the market. You can earn 9 dollars per share, but it is lower than 15 yuan. Stop loss is needed to reduce the risk of loss.

I think that among the U.S. stocks, the most cost-effective Chinese stocks are ideal cars. The price-performance ratio of $XPeng Inc.(XPEV)$  and $NIO Inc.(NIO)$  is not as good as that of ideal cars. The only domestic brand of automobiles; although the delivery of vehicles is worse than my own expectations, but among $BYD COMPANY(01211)$ , $Li Auto(LI)$  is ranked first, Weilai Auto is ranked second andXioapwng Auto is ranked last, which is my opinion Law.

@Daily_Discussion @TigerStars