To The Moon

Keywords： How does EV king Tesla make a comeback? Looking to the future with a new strategy? Global EVs sales and delivery data at a glance Professional expectations for the global EVs market in 2023 Final questions for tigers: which EV stock is your target? Disclaimer: The information in this article is public, not for trading information, but for communication. 1. EV king $Tesla Motors(TSLA)$ returns? Looking to the future with a new strategy? Since early 2023, the global market has attracted a carnival of New Energy Vehicle(EV) shares. the share price of the "EV king" $Tesla Motors(TSLA)$ rose more than 40% in January, recovering strongly from the low of $101.8. At the same time, many EV companies such as $BYD Co., Ltd.(BYDDY)$ , $Lucid Group Inc(LCID)$ , $NIO Inc.(NIO)$ and $Li Auto(LI)$ also recorded strong growth (see table below):Although $Tesla Motors(TSLA)$ stock price has nearly doubled since its January low, there is still a lot of room to go from its September 2022 high of $312. Remember, Musk, the entrepreneurial genius, sold Tesla stock four times in two months in 2022, nearly collapsing the confidence of investors who believe in Tesla. Many investors are wondering whether they should give up on Elon Musk's company. Since $Tesla Motors(TSLA)$ announced its price-cutting strategy in January of this year, orders have skyrocketed, triggering a wave of price cuts in the electric vehicle sector. Car companies such as $NIO Inc.(NIO)$ and $XPeng Inc.(XPEV)$ have also followed suit with price cuts, meaning broader competition will develop in the new year. However, EV company stocks prices rose nicely in Jan. Did you catch it, or did you miss it? How will Tesla's stock price perform after this? Back to previous highs? Or will goes to recall? How much do you know about NIO, LI, BYD and other EV stocks? How will EV companies perform in 2023? Is it still worth the investment? If you had to choose ONE EV stock for investing, which one would you choose…and why? The following are some observations and reflections. Why did Tesla rally so strongly in January? Some analysts thought it was an oversold rally after valuation was destroyed. Analysts expect $Tesla Motors(TSLA)$ 's earnings per share to be around $8.8 in 2026, while the stock price is around $110. Therefore, a rally near $110 in January is more reasonable. Judging from $Tesla Motors(TSLA)$ 's 2022 sales data, the company's annual delivery volume in 2022 will be 1.31 million vehicles, up 40% YOY. Ranked first in BEV-only sales in 2022, higher than $BYD COMPANY(01211)$ . $Tesla Motors(TSLA)$ also delivered 405,278 vehicles in the fourth quarter of 2022, setting a record for the highest deliveries in a single quarter, although that number still fell short of analysts' expectations (which were influenced by the Shanghai plant and the European plant). After $Tesla Motors(TSLA)$ announced a series of price cuts on Jan. 6, rumor has it that 30,000 orders for new cars were received within three days, putting pressure on many new Chinese car companies. The legend of $Tesla Motors(TSLA)$ continues to be written. U.S. billionaire investor Ron Baron (Ron Baron) said Tuesday he expects $Tesla Motors(TSLA)$ shares to reach $500 by 2025 and $1,500 by 2030, nearly a sevenfold increase from current levels. Baron has been an investor in Tesla since 2014, has made billions on the stock and speaks regularly with Musk. In an interview Tuesday, he said Musk told him Tesla is expected to produce 20 million vehicles by 2030 and that the company will be worth more than Saudi Aramco and Apple combined. Can you believe that? 2. Glanps supply and sales data of global EVs companies The January delivery results of China's new EV makers were released on February 1. Influenced by the Spring Festival, the January delivery results of new manufacturers are generally not satisfactory. Compared with December last year, there was a MOM decline, and YOY deliveries also fell. Data source: official public data Among them: $BYD COMPANY(01211)$ is the best in the world, only $Li Auto(LI)$ and $GAC GROUP(02238)$ Aian have achieved monthly deliveries over 10,000, $NIO Inc.(NIO)$ has relatively stable performance, and $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ and $ZHEJIANG LEAPMOTOR TECHNOLOGY CO., LTD.(09863)$ have suffered serious year-on-year declines. As for the new forces in China's new energy auto industry, $NIO Inc.(NIO)$ is in a good position in China's fast-growing electric vehicle market. $Li Auto(LI)$ L8 became the best-seller among of $Li Auto(LI)$ 's medium and large SUVs in China in December. In addition, the $Li Auto(LI)$ L7, a five-seat SUV flagship for families, was officially launched on February 8. $XPeng Inc.(XPEV)$' January deliveries were down 53.8% MOM and 59.6% YOY. $XPeng Inc.(XPEV)$' January deliveries were down 53.8% month-on-month and 59.6% year-on-year. Since last year, $XPeng Inc.(XPEV)$' sales figures have been subject to significant fluctuations, and internal personnel changes at the highest level have also been relatively frequent. It remains to be seen whether$XPeng Inc.(XPEV)$ can get back on track under the leadership of the new CEO. From a global perspective: $BYD COMPANY(01211)$ is now the largest PHEV manufacturer, jumping from #3 in 2021 to #1 in BEV and PHEV combined in 2022. $Tesla Motors(TSLA)$ leads global BEV sales by a wide margin, accounting for 17% of all BEV sales worldwide. Year-over-year growth of 40% was lower than the industry, but from a high base. $Volkswagen AG(VWAGY)$ electric vehicle sales increased by only 10% and were flat year-on-year in Europe; BEVs gained while PHEVs lost ground. Sales in China increased 44% year-on-year and in North America by 18%. The most popular electric cars in this group are the Volkswagen ID.4, the ID.3, the Skoda Enyaq and the Audi Q4 e-tron, all of which are pure electric and based on the MEB. At the same time, there are some companies that have been particularly conspicuous: $Ford(F)$'s Mach-E became the second-best-selling electric vehicle in the U.S. in 2022, although it fell far short of Tesla's sales figures. $Lucid Group Inc(LCID)$ 's stock jumped in January on expectations of more funding and sales backed by Saudi Arabia's sovereign wealth fund. $Rivian Automotive, Inc.(RIVN)$ is also kicking in the door of the long-established brand loyalty industry by supporting capital operations and manufacturing. And $Faraday Future Intelligent Electric Inc.(FFIE)$ , announced that it has raised enough capital to begin production of its electric luxury car in March 2023. The excitement for electric cars in the stock market is still going strong. Feel free to leave us a message in the comment section about which electric car company you like best. 3. Finally, let us take a look at the professional expectations for the global new energy vehicle market in 2023 According to data from https://www.ev-volumes.com/, global sales of electric vehicles remain strong. In 2022, a total of 10.5 million new BEVs and PHEVs will be shipped, a 55% increase over 2021. However, regional growth patterns are shifting. In Europe, electric vehicles will grow by only 15% in 2021. Weakness in the overall automotive market and ongoing parts shortages have taken their toll and have been exacerbated by the war in Ukraine. In the U.S. and Canada, electric car sales increased by 48% YOY, and in China, electric car sales defied all the adversities the country faced (housing crisis, Covid outbreak and lockdown) and increased by another 82% YOY. However, with rising interest rates and financial market volatility, the electric vehicle industry is highly vulnerable to an economic downturn in 2022. Although these challenges remain, the outlook for the electric vehicle industry in 2023 remains positive. According to Reuters, electric vehicle production will increase sharply in 2023 despite sluggish sales. According to S&P Global forecasts, electric vehicles are expected to account for 40 percent of new vehicle sales by 2030. https://www.ev-volumes.com/ 4. Final questions for you： Do you think EV stocks have risen to a short-term peak? If EV stocks pull back, will you buy EV stocks? Why? If you were asked to choose ONE EV stock, which would you choose? and why?