To The Moon

$Li Auto(LI)$ The performance exceeded expectations, and the net profit in the fourth quarter of last year increased by 41% to 96.8 million yuan, exceeding the expected estimate of 330 million yuan; the net profit was 265 million yuan. During the period, the operating profit increased by 37% to 569 million yuan on an annual basis, with an expected loss of 370 million yuan, which also turned into profit on a quarterly basis.

Although the performance of Ideal Automobile exceeded market expectations, the annual net profit plummeted by 97.3% to 20.8 million yuan on an annual basis, and the net loss on account expanded to 2.03 billion yuan. The annual delivery of Ideal Automobile increased by 47.2% to 133 million vehicles year-round, and vehicle sales increased by 68.8% to 44.11 billion yuan; the gross profit margin of vehicles decreased by 1.5 percentage points to 19.1%, plus last year's free cash flow decreased by 48% to 48%. 2.25 billion yuan. The main reason for the decline in the stock price of Ideal Automobile is the loss of RMB 2.03 billion yuan, which leads to investors' lack of confidence in the support of Ideal Automobile, and the gross profit of the vehicles sold continues to decrease. Ideal is the best among Wei Xiaoli, but it is still in the stage of money erosion. Ideal Automobile needs to continue to improve its hair. Profit is to continue to work hard, otherwise it will make the loss of the enterprise more and more serious, and even enter the ${{2f816d7ea4ee40228be5c1f972275e89}}NIO. US and $XPeng Inc.(XPEV)$ $ Xiaopeng Automobile. The successor of US. At present, the stock price of China's new energy vehicle industry is constantly declining, mainly because the domestic new energy vehicle industry slowed down in the second half of the last year. The main reason for the slowdown of new energy vehicles is the emergence of unclear factors in the domestic economy, mainly due to the economic stagation caused by three years of epidemic prevention measures, and the Global inflation is heating up, international fuel prices continue to rise, and the transportation and operating costs of the same enterprises continue to rise, and the expenditure on ideal vehicles has increased. At the same time, the continuous high fuel prices have greatly increased the sales of new energy vehicles, all because the daily use cost of new energy vehicles is much lower than that of fuel vehicles, coupled with domestic There is a preferential policy of 10,000 yuan for replacing new energy vehicles until the end of last year, so Ideal Automobile is one of the car factories that has benefited the most from the above domestic new energy vehicle policies.

I think the best uniqueness of the ideal car is that it is all based on new energy SUVs as the selling point. Ideal cars understand that most of the roads in China are rugged, so they need large SUVs with high body to meet the needs of the road, and the ideal car is the selling point of large body, high ground distance and long range. , attracting the needs of a large number of consumers, 47.2% of cars delivered throughout the year.

I think Ideal Automobile can only make short-term investments, because China Concept New Energy Automobile stocks are all at a loss, mainly due to gross profit loss, unlike $Tesla Motors(TSLA)$ $ Tesla. US gross profit makes money. Because Tesla is a mass production, the cost of car manufacturing is relatively cheaper than that of Wei Xiaoli's production cost. Even if Tesla reduces the price of vehicles, there is still a profit. On the contrary, the price reduction of Wei Xiaoli's vehicles cannot reduce the gross profit loss, or even expand the possibility of loss. The above reasons lead The reason for the stock decline, coupled with the geopolitical origin of Hong Kong stocks, it is inevitable that Hong Kong stocks will be shaken, and no ideal cars will be spared. Compared with long-term investment, short-term investment has a greater chance of reducing losses.

$Semiconductor Bull 3X Shares(SOXL)$ 

@Tiger_chat @Daily_Discussion @TigerStars @MillionaireTiger